# Southland Foundation

**Charities Register number:** CC61897
**Status:** Registered
**Registered since:** 2023-12-22
**Sector:** Social Services
**ICNPO group:** Social Services
**Region:** Invercargill
**NZBN:** 9429051801595
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

To secure and grow generosity to support and strengthen communities in the Southland region.

## CharityData rating

- **Grade:** C (63.8 / 100)
- **Financial health:** 87.5/100
- **Governance:** 75/100
- **Transparency:** 65/100
- **Computed:** 2026-09-10 (methodology 3.6)
- **Flags raised by the methodology:** 1
  - trustees holding many concurrent board roles

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2025-03-31)

- **Total revenue:** NZ$1.25M
- **Total expenses:** NZ$293k
- **Surplus / deficit:** NZ$959k
- **Total assets:** NZ$6.00M
- **Total liabilities:** NZ$5.01M
- **Net assets:** NZ$912k
- **Donations:** NZ$873k
- **Staff costs:** NZ$248k
- **Paid staff:** 3
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=903916e9-be0e-f011-bb41-0022480ffcd1&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2025-03-31 | NZ$1.25M | NZ$293k | NZ$959k | NZ$912k |
| 2024-03-31 | NZ$76k | NZ$47k | NZ$30k | NZ$30k |

## Governance

- **Officers on the register:** 12 current (14 including former)
- **Chair recorded:** yes

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC61897) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-01
- Financials: last updated 2026-05-29
- Rating: computed 2026-09-10
- This document generated: 2026-09-11

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/southland-foundation
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/southland-foundation/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/southland-foundation/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC61897

---

Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/southland-foundation. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-09-11T08:44:45.606Z.