Southern Wellbeing Trust — Health Charity in Jacks Point
Southern Wellbeing Trust is a deregistered Trust charity in the Health sector, based in Jacks Point, Jacks Point. Annual revenue: $0.3M NZD. Financial data as at March 2022.
Mission: To support the mental health and wellbeing of southern NZ communities through: (a) Championing community wellbeing for communities regardless of ethnic origin, age, gender, religion, belief system, ability, or sexual orientation (b) Raising awareness of the community-focused practices, groups, services and organisations that support improved mental health and wellbeing outcomes (c) Promoting improved social connectedness within and across communities (d) Using evidence-based approaches.
- Registration Number
- CC58438
- Charity Type
- Trust
- Registration Date
- 2020-10-30
- Status
- Deregistered (2023-03-31)
- Sector
- Health
- Location
- Jacks Point, Jacks Point
- info@southernwellbeingtrust.org
- Data as at
- March 2022
Financial Summary
- Total Revenue
- $0.3M NZD
- Total Expenses
- $0.4M NZD
- Total Assets
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 1
- Financial Year End
- 2022-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2022 | $0.3M | $0.4M | - |
| 2021 | $0.1M | $0.0M | - |
Board Members and Officers
Current Officers (3)
| Name | Role | Appointed |
|---|---|---|
| Mary Mansell | Trustee, Financial Officer | 2021-04-01 |
| Ashley Light | Trustee, Chairperson | 2020-10-05 |
| Tim Rigg | Trustee | 2020-10-05 |
Former Officers (5)
- Merle Peterson — Trustee (departed 2022-07-26)
- Karleen Edwards — Trustee (departed 2022-07-26)
- Kelsey Powell — Trustee, Secretary (departed 2020-12-01)
- Anna Dorsey — Trustee, Treasurer (departed 2022-07-26)
- Matthew Hawke — Trustee (departed 2020-12-01)
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Southern Wellbeing Trust
Financial data as at March 2022. Sourced from Charities Services register.
This charity has been removed from the Charities Services register and is no longer obliged to file annual returns. Because the charity is no longer active under the Charities Act, the standard rating is withheld. The figures shown above reflect the last filings made while the charity was registered.
How ratings work →$299.8K
$354.5K
$64.6K
Financial data from Charities Services annual return (FY2022). Ratings calculated using CharityData v3.1.1 methodology.
About
To support the mental health and wellbeing of southern NZ communities through: (a) Championing community wellbeing for communities regardless of ethnic origin, age, gender, religion, belief system, ability, or sexual orientation (b) Raising awareness of the community-focused practices, groups, services and organisations that support improved mental health and wellbeing outcomes (c) Promoting improved social connectedness within and across communities (d) Using evidence-based approaches.
Key Statistics
Financial Trends
Financial Trends (2 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 184 peers · Health · $100K – $1M
Top Peers in Group
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Sector & Activities
Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 11 September 2026.
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