# The Southland Medical Foundation Incorporated

**Charities Register number:** CC21244
**Status:** Registered
**Registered since:** 2008-02-18
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Invercargill
**NZBN:** 9429042728580
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The purpose of the Executive Committee is charitable and it will fund research into the nalure, origin and cause of dlsease with the object of improving the health of the community. lt will fund such enquiry, research and study in such manner and by every such means as may be thought fil. It will enable people and/or organisations, within the medical profession or any other affiliated health profession, to undertake iraining and professional development as thought appropriate by the Foundation, lt will seek, accept and receive donations, subsidies, grants, endowments, gifts and bequests both in money, and in kind, for ail of the purposes and objects of the Foundation. lt will make submissions on, or representations relating to, any topics of interest as deemed appropriate by the Foundation. Physical Address PostalAddress Phone/Fax Number EmailAddress

## CharityData rating

- **Grade:** C+ (69.0 / 100)
- **Financial health:** 85/100
- **Governance:** 65/100
- **Transparency:** 65/100
- **Computed:** 2026-10-01 (methodology 3.11)
- **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 2025-06-30)

- **Total revenue:** NZ$182k
- **Total expenses:** NZ$146k
- **Surplus / deficit:** NZ$36k
- **Total assets:** NZ$2.45M
- **Total liabilities:** NZ$81k
- **Net assets:** NZ$2.36M
- **Cash reserves:** NZ$115k
- **Donations:** NZ$56k
- **Staff costs:** NZ$23k
- **Paid staff:** 1
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d32c0a47-4c56-f011-bb44-0022480ffcd1&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 |
|---|---|---|---|---|
| 2025-06-30 | NZ$182k | NZ$146k | NZ$36k | NZ$2.36M |
| 2024-06-30 | NZ$265k | NZ$131k | NZ$134k | NZ$2.33M |
| 2023-06-30 | NZ$178k | NZ$183k | not disclosed | NZ$2.19M |
| 2022-06-30 | NZ$198k | NZ$100k | not disclosed | NZ$2.20M |
| 2021-06-30 | NZ$207k | NZ$175k | not disclosed | NZ$2.10M |
| 2020-06-30 | NZ$170k | NZ$87k | not disclosed | NZ$2.07M |
| 2019-06-30 | NZ$209k | NZ$152k | not disclosed | NZ$1.98M |
| 2018-06-30 | NZ$271k | NZ$130k | not disclosed | NZ$1.93M |
| 2017-06-30 | NZ$163k | NZ$299k | not disclosed | NZ$1.79M |
| 2016-06-30 | NZ$304k | NZ$269k | not disclosed | NZ$1.92M |

## Governance

- **Officers on the register:** 12 current (36 including former)
- **Chair recorded:** no
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC21244) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-25
- Rating: computed 2026-10-01
- This document generated: 2026-10-02

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/the-southland-medical-foundation-incorporated
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-southland-medical-foundation-incorporated/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-southland-medical-foundation-incorporated/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC21244

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-southland-medical-foundation-incorporated. 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 2026-10-02T03:05:03.033Z.