The South Otago Health Support Trust — Health Charity in Balcutha
The South Otago Health Support Trust is a Charitable Trust charity in the Health sector, based in Balcutha , Balcutha . Annual revenue: $0.0M NZD. Financial data as at June 2025.
Mission: The South Otago Health Support Trust is a charitable Trust that has been established to provide financial assistance for healthcare services and related items via a voucher system for people of limited financial means.
- Registration Number
- CC50519
- Charity Type
- Charitable Trust
- Registration Date
- 2014-05-02
- Status
- Active
- Sector
- Health
- Location
- Balcutha , Balcutha
- sohealthst@gmail.com
- Data as at
- June 2025
Beneficiaries: Children / young people, Family / whanau, People of a certain ethnic / racial origin, People with disabilities, Other - All
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 1
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | $0.0M | - |
| 2024 | $0.0M | $0.0M | $0.0M |
| 2023 | $0.0M | $0.0M | $0.0M |
| 2022 | $0.0M | $0.0M | $0.0M |
| 2021 | $0.0M | $0.0M | $0.0M |
| 2020 | $0.0M | $0.0M | $0.0M |
| 2019 | $0.0M | $0.0M | $0.0M |
| 2018 | $0.0M | $0.0M | $0.0M |
| 2017 | $0.0M | $0.0M | $0.0M |
| 2016 | $0.0M | $0.0M | $0.0M |
Board Members and Officers
Current Officers (2)
| Name | Role | Appointed |
|---|---|---|
| Jacqueline Greenall | Trustee | 2026-04-15 |
| Kate Flett-Scott | Trustee | 2025-06-26 |
Former Officers (13)
- Alister Frengley — Trustee
- Chris Shaw — Trustee
- David Mason — Trustee (departed 2022-10-31)
- Melissa Sheppard — Chair (departed 2023-06-30)
- Raewyn Snell — Chair
- Laura Hunter — Trustee (departed 2024-10-31)
- Bronwyn Campbell — Trustee (departed 2025-08-21)
- Jenaya Smith — Chair (departed 2015-05-14)
- Peter Ross — Trustee (departed 2014-08-14)
- Lee-Anne Michelle — Trustee
- Janice Sargent — Chair (departed 2018-09-20)
- Sue Simpson — Trustee (departed 2017-10-31)
- Kaye Bell — Trustee (departed 2017-04-13)
Funding Sources
- The Trusts Community Foundation — $6,000
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The South Otago Health Support Trust
Financial data as at June 2025. Sourced from Charities Services register.
XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)
How ratings work →$31.8K
$21.0K
1
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
The South Otago Health Support Trust is a charitable Trust that has been established to provide financial assistance for healthcare services and related items via a voucher system for people of limited financial means.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (12 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 250 peers · Health · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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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.
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