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Charity Summary


Charity Details

Canterbury Direct Investments Limited
CC49771
9429034808368
Registered

Registration details

18/09/2013
March 31

Address for service

PO Box 1440
Christchurch
8140
4 Hazeldean Road
Addington
Christchurch
8024

Charity's other details

03 335 0305
compliance@ratafoundation.org.nz
https://www.ratafoundation.org.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC49771

Purpose & Structure

Charitable Purpose

The company is engaged in the business of the management and investment of funds in accordance with shareholder policies for charitable purposes, particularly direct holdings in private equity and social infrastructure funds.

Note: The main sectors, activities and beneficiaries are bolded.

Provides other finance (e.g. investment funds)

Makes grants to organisations (including schools or other charities)

Social services

Accommodation / housing, Education / training / research, Health, Environment / conservation, Community development, Employment, Arts / culture / heritage, Sport / recreation, Care / protection of animals, Economic development, People with disabilities

Other charities

Children / young people, Voluntary bodies other than charities, Older people, People with disabilities, General public, Migrants / refugees

Legal Structure

Organisation established under other legislation (e.g. under the Community Trusts Act 1999)

Annual Returns

Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/03/2026 30/09/2026 - - - To be filed To be filed
31/03/2025 30/09/2025 8/09/2025 $18,359,000 $12,218,000 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 2/09/2024 $19,714,000 $12,839,000 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 25/08/2023 $15,218,000 $9,770,000 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 3/08/2022 $17,068,000 $4,664,000 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 3/09/2021 $5,850,000 $1,745,000 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 10/08/2020 $3,062,000 $823,000 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 3/10/2019 $4,841,000 $943,000 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 20/08/2018 $2,065,000 $610,000 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 19/09/2017 $2,121,000 $853,000 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Alexander James Demetrius Margaritis Director 30/01/2026
Katie Jane Foote Director 30/01/2026
Peter Leighton Weir Director 30/01/2026
Dean Melville Percy Director 8/09/2025
Judene Louise Edgar Director 22/02/2023
David Ivory Director 31/10/2022
David Anthony Jessep Director 21/10/2020
Glenn Wallace John Livingstone Director 21/10/2020
Sharon Ellen Barcello Gemmell Director 21/10/2020
John Murphy Director 1/06/2019

Past Officers

Officer Name Position Past Since
Anne-Marie Kite Director 30/01/2026
Christopher John Ford Director 30/01/2026
Howard Trevor Timms Director 30/01/2026
Michael Ross Bendall Director 19/01/2025
Antonina Maree Grant Director 31/10/2022
Elizabeth Lovell Director 15/08/2021
Mike Rutledge Director 15/08/2021
Robyn Wallace Director 15/08/2021
Sarah-Jane Weir Director 15/08/2021
Christine Korako Director 9/09/2020

Charity Updates

Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.
Date Created Reference View Summary (.pdf <1MB)
29/05/2026 NOC038
13/02/2026 NOC037
8/11/2024 NOC034
24/02/2023 NOC030
2/11/2022 NOC029
3/08/2022 NOC027
26/05/2022 NOC026
16/09/2021 NOC025
16/09/2021 NOC024
16/09/2021 NOC023

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.