Southland Boys' High Trust Foundation — Education Charity in Invercargill

Southland Boys' High Trust Foundation is a Charitable Trust charity in the Education sector, based in Invercargill, Invercargill. CharityData rates this charity B (76.7/100). Annual revenue: $0.0M NZD. Financial data as at March 2025.

Mission: To apply Trust Capital and Income from time to time arising at the Trustees discretion to charitable purposes and objectives within The Southland Boys High School or it's successor.

Registration Number
CC27282
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (76.7/100)
Sector
Education
Location
Invercargill, Invercargill
Data as at
March 2025

Beneficiaries: Children / young people, Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.1M NZD
Net Assets
$0.1M NZD
Reserve Months
152.4 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M$0.1M
2024$0.0M$0.0M$0.1M
2023$0.0M$0.0M$0.1M
2022$0.0M$0.0M$0.1M
2021$0.0M$0.0M$0.1M
2020$0.0M$0.0M$0.1M
2019$0.0M$0.0M$0.1M
2018$0.0M$0.0M$0.1M
2017$0.0M$0.0M$0.1M
2016$0.0M$0.0M$0.1M

CharityData Rating

Overall Grade
B
Overall Score
76.7/100
Financial Score
86
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Roger WilsonTrustee1999-06-17
Kenneth BowieTrustee1999-06-17
John MacgillvrayTrustee1999-06-17

Former Officers (2)

  • George Laughton — Trustee (departed 2017-08-10)
  • Robin Goodall — Trustee (departed 2025-11-28)

Similar Charities in Education

EducationCharitable Trust

Southland Boys' High Trust Foundation

CC27282Invercargill, InvercargillRegistered 30 Jun 2008
Data updated: 2 days ago
Financials31 Mar 2025Rating2d ago

Financial data as at March 2025. Sourced from Charities Services register.

B
77/100
Financial
86
Governance
55
Transparency
65

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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 3. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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

$12.6K

Expenses

$6.0K

Assets

$117.0K

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

About

Mission

To apply Trust Capital and Income from time to time arising at the Trustees discretion to charitable purposes and objectives within The Southland Boys High School or it's successor.

Who We Serve

Beneficiaries
Children / young peopleOther - All

Key Statistics

Annual Revenue
$12.6K
Total Expenses
$6.0K
Net Assets
$117.0K
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
152.4mo
Could operate 152.4 months with zero revenue
Over-capitalized
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

46
Score /100
Concentrated
HHI: 5,354
Donations63.3%
Investment Income36.7%

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

Peer Comparison

Ranked against 289 peers · Education · Under $100K

Rating Score
77
#12/290
Revenue
$13K
#164/290
Reserve Months
152.4
#1/290
Surplus
$7K
#68/290
Staff Cost %
0%
#1/290

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

Rating

B
Score: 76.7/100
Financial
86
Governance
55
Transparency
65
Why this grade: Financial 86 × 40% + Governance 55 × 60% = 67 → B.
View Full Score Breakdown

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Latest Audit

FY2023
Clean
6 years of audit history

Contact Details

Address
Invercargill, Invercargill

Registration

Registration NumberCC27282
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated17 Jun 1999
Registered office
Southland Boys' High School Herbert Street Invercargill, Invercargill

Sector & Activities

Primary Sector
Education
Activities
Other - Acts an Umbrella body

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: 3 October 2026.