Hospice Southland Charitable Trust — Health Charity in Invercargill

Hospice Southland Charitable Trust is a Trust charity in the Health sector, based in Invercargill, Invercargill. This organisation also provides funding to other charities. Annual revenue: $7.6M NZD. 1 red flag detected. Financial data as at June 2022.

Mission: Hospice Palliative Care Services

Registration Number
CC22695
Charity Type
Trust
Registration Date
2008-04-08
Status
Active
Sector
Health
Location
Invercargill, Invercargill
Website
https://www.hospicesouthland.org.nz
Email
office@hospicesouthland.org.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2022

Beneficiaries: Children / young people, Family / whanau, General public, Older people, People with disabilities, Other - All

Financial Summary

Total Revenue
$7.6M NZD
Total Expenses
$6.6M NZD
Total Assets
$17.3M NZD
Net Assets
$16.7M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
70
Volunteers
280
Financial Year End
2022-06-30

Financial History

YearRevenueExpensesNet Assets
2022$7.6M$6.6M$16.7M
2021$6.8M$6.1M$16.8M
2020$6.0M$5.3M$14.1M
2019$5.5M$4.9M$13.6M
2018$6.6M$4.9M$12.7M
2017$4.9M$4.7M$10.3M
2016$5.1M$4.8M$9.8M
2015$3.9M$3.7M$4.0M
2014$3.6M$3.5M$4.0M
2013$3.6M$3.6M$4.2M

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Jennifer RooneyChief Financial Officer2026-05-04
Pete ThompsonCEO2026-01-12

Former Officers (24)

  • Richard Smith — Trustee
  • Lynley McKay — Trustee
  • Simon Davies — Trustee
  • Dr Flora Gilkison — CEO (departed 2025-09-23)
  • Flora Gilkison — CEO (departed 2025-09-23)
  • Peter Wards — CEO (departed 2020-09-21)
  • Patricia Reid — Trustee
  • John Faul — Trustee (departed 2024-03-01)
  • Sally Dobbs — Trustee
  • Andrew Leys — CEO (departed 2019-11-29)
  • Christian Cherrington — Trustee (departed 2018-04-24)
  • Patricia Hastilow — Trustee (departed 2019-08-29)
  • John Wallace — Trustee (departed 2015-09-30)
  • June Mckay — Trustee (departed 2016-10-18)
  • David Boniface — Trustee (departed 2019-05-28)
  • Mhari Baty — Trustee (departed 2024-03-18)
  • Helen McCurdy — Trustee/chairman
  • Anthony Irvine — Trustee
  • William Young — Trustee (departed 2010-04-14)
  • Graham Lewis — Trustee

Funding Sources

  • ILT Foundation — $96,250
  • The Trusts Community Foundation — $10,000

Reporting Group Members

Hospice Southland Charitable Trust files a consolidated Annual Return jointly with 1 sibling charity:

Similar Charities in Health

Hospice Southland Charitable Trust logo
FunderHealthTrustCharitable Trust

Hospice Southland Charitable Trust

CC22695Invercargill, InvercargillRegistered 8 Apr 2008
Data updated: 5 days ago
Financials30 Jun 2022Rating2d ago

Financial data as at June 2022. Sourced from Charities Services register.

NR
Not rated — Last filing over 3 years old

The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.

How ratings work →

Reasons to look carefully (1)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • Shared trustees with reporting-group siblings
    One current trustee also serves on the board of another charity in the same Charities Services reporting group (group has 2 member charities filing one consolidated annual return). Group-internal cross-trusteeship can be operationally efficient but should be visible to donors.

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$7.6M

Expenses

$6.6M

Assets

$17.3M

Staff

70

Financial data from Charities Services annual return (FY2022). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

Reporting group parent. Hospice Southland Charitable Trust files one consolidated annual return covering 1 member. Member-level figures are not separately reported with Charities Services.

Show member charities (1)

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Health
Beneficiaries
General Public
Geographic Focus
Southland

About

Mission

Hospice Palliative Care Services

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder peoplePeople with disabilitiesOther - All

Key Statistics

Annual Revenue
$7.6M
Total Expenses
$6.6M
Net Assets
$16.7M
Staff
70
employees
Volunteers
280

Financial Trends

Financial Trends (14 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
1.7mo
Could operate 1.7 months with zero revenue
Critical
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

49
Score /100
Concentrated
HHI: 5,051
Other63.0%
Donations32.6%
Investment Income4.4%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
0
#39/68
Revenue
$7.6M
#6/68
Reserve Months
0.0
#1/68
Surplus
$1.1M
#14/68
Staff Cost %
0%
#1/68

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC22695
Entity TypeTrust
Registered8 Apr 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated28 Apr 1992
Registered office
75 Kew Road Grounds Of Southland Hospital Invercargill, Invercargill

Sector & Activities

Primary Sector
Health
Activities
Provides advice / information / advocacyProvides services (e.g. care / counselling)

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: 28 September 2026.

Reporting Group — Consolidated Annual Return

Hospice Southland Charitable Trust is one of 2 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.