Southland Foundation — Community Development Charity in Invercargill
Southland Foundation is a Charitable Trust charity in the Community Development sector, based in Invercargill, Invercargill. This organisation also provides funding to other charities. CharityData rates this charity B+ (83.8/100). Annual revenue: $1.3M NZD. Financial data as at March 2025.
Mission: To secure and grow generosity to support and strengthen communities in the Southland region.
- Registration Number
- CC61897
- Charity Type
- Charitable Trust
- Registration Date
- 2023-12-22
- Status
- Active
- CharityData Rating
- B+ (83.8/100)
- Sector
- Community Development
- Location
- Invercargill, Invercargill
- info@southlandfoundation.org.nz
- Funder Status
- Grant-making charity (foundation)
- Data as at
- March 2025
Beneficiaries: General public, Other charities
Financial Summary
- Total Revenue
- $1.3M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $6.0M NZD
- Net Assets
- $0.9M NZD
- Reserve Months
- 2.4 months of operating expenses
- Staff Count
- 3
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $1.3M | $0.3M | $0.9M |
| 2024 | $0.1M | $0.0M | $0.0M |
CharityData Rating
- Overall Grade
- B+
- Overall Score
- 83.8/100
- Financial Score
- 87.5
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Daniel Cavanagh | Trustee | 2026-04-01 |
| Sarah Brown | Trustee | 2023-12-18 |
| Kathryn Ball | Chair | 2023-12-18 |
| Alan Oconnell | Trustee | 2023-12-18 |
| Jeffrey Grant | Trustee | 2023-12-18 |
| Sarah Collie | Trustee | 2023-12-18 |
Former Officers (1)
- Rachel Cockburn — Trustee (departed 2024-02-09)
Similar Charities in Community Development
- The Pacific Island Business Development Trust — Community Development
- MPHS Community Trust — Community Development
- Ngati Kahungunu Iwi Incorporated — Community Development
- Home in Place (New Zealand) Limited — Community Development
- The Nelson Tasman Housing Trust — Community Development
Southland Foundation
Financial data as at March 2025. Sourced from Charities Services register.
$1.3M
$293.5K
$6.0M
3
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To secure and grow generosity to support and strengthen communities in the Southland region.
Who We Serve
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 52 peers · Community Development · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
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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: 4 October 2026.
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