The Southland Medical Foundation Incorporated — Health Charity in Invercargill
The Southland Medical Foundation Incorporated is a Trust charity in the Health sector, based in Invercargill, Invercargill. CharityData rates this charity C+ (69/100). Annual revenue: $0.2M NZD. 1 red flag detected. Financial data as at June 2025.
Mission: The purpose of the Executive Committee is charitable and it will fund research into the nalure, origin and cause of dlsease with the object of improving the health of the community. lt will fund such enquiry, research and study in such manner and by every such means as may be thought fil. It will enable people and/or organisations, within the medical profession or any other affiliated health profession, to undertake iraining and professional development as thought appropriate by the Foundation, lt will seek, accept and receive donations, subsidies, grants, endowments, gifts and bequests both in money, and in kind, for ail of the purposes and objects of the Foundation. lt will make submissions on, or representations relating to, any topics of interest as deemed appropriate by the Foundation. Physical Address PostalAddress Phone/Fax Number EmailAddress
- Registration Number
- CC21244
- Charity Type
- Trust
- Registration Date
- 2008-02-18
- Status
- Active
- CharityData Rating
- C+ (69/100)
- Sector
- Health
- Location
- Invercargill, Invercargill
- info@southlandmedicalfoundation.org.nz
- Data as at
- June 2025
Beneficiaries: General public, Older people, People with disabilities, Other - All
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $2.4M NZD
- Net Assets
- $2.4M NZD
- Reserve Months
- 9.5 months of operating expenses
- Staff Count
- 1
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.2M | $0.1M | $2.4M |
| 2024 | $0.3M | $0.1M | $2.3M |
| 2023 | $0.2M | $0.2M | $2.2M |
| 2022 | $0.2M | $0.1M | $2.2M |
| 2021 | $0.2M | $0.2M | $2.1M |
| 2020 | $0.2M | $0.1M | $2.1M |
| 2019 | $0.2M | $0.2M | $2.0M |
| 2018 | $0.3M | $0.1M | $1.9M |
| 2017 | $0.2M | $0.3M | $1.8M |
| 2016 | $0.3M | $0.3M | $1.9M |
CharityData Rating
- Overall Grade
- C+
- Overall Score
- 69/100
- Financial Score
- 85
- Governance Score
- 65
- Transparency Score
- 65
Red Flags
- 3 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (12)
| Name | Role | Appointed |
|---|---|---|
| Jackie Flutey | Council Member | 2021-10-03 |
| Byron Brown | Council Member | 2017-10-01 |
| Julie Symons | Council Member | 2017-04-01 |
| George Ngaei | Council Member | 2016-07-01 |
| Murray Pfeifer | Council Member | 2016-01-01 |
| David Little | Secretary / Treasurer | 2016-01-01 |
| Peter Dunn | Council Member | 2012-11-14 |
| Craig Smith | Council Member | 2012-11-14 |
| Norman Maclean | Council Member | 2008-02-21 |
| David Cocker | Council Member | 2008-02-19 |
| Patricia Lindsay | Council Member | 2008-02-19 |
| Anne McCracken | Committee Member | 2008-02-19 |
Former Officers (20)
- Julian Galt — Council Member (departed 2019-11-29)
- Jim Bolt — Council Member (departed 2022-11-30)
- Paul Tomlinson — Council Member (departed 2024-03-31)
- Ajit Johri — Council Member (departed 2020-11-27)
- Timothy Shadbolt — Council Member (departed 2022-11-30)
- Neil Wyeth — Secretary Treasurer (departed 2016-01-01)
- Robert Hewat — Council Member (departed 2007-12-31)
- Thursa Kennedy — President (departed 2018-01-05)
- Alan Smith — Council Member (departed 2012-11-14)
- Peter Muller — Secretary-Treasurer (departed 2012-11-14)
- Dennis Cairns — Council Member (departed 2016-01-01)
- Dugald Collie — Council Member (departed 2016-01-01)
- Clive Geddes — Council Member (departed 2016-01-01)
- Joshua Hicks — Council Member (departed 2016-01-01)
- Frana Cardno — Council Member (departed 2016-01-01)
- Andrew MacFie — Council Member (departed 2016-01-01)
- Viraj Wijeyewickrema — Council Member (departed 2016-01-01)
- David Pottinger — Council Member (departed 2016-01-01)
- Nimal Jayasinghe — Council Member (departed 2016-01-01)
- Isabel Radka — Council Member (departed 2016-01-01)
Similar Charities in Health
- Age Concern Canterbury Incorporated — Health
- Ronald McDonald House Charities New Zealand Trust — Health
- Bidwill Trust Hospital — Health
- Te Poho o Rawiri Marae — Health
- ANZUP Cancer Trials Group Limited — Health
The Southland Medical Foundation Incorporated
Financial data as at June 2025. Sourced from Charities Services register.
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 registerNo chair or presiding role is recorded in the register for this board of 12. 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.
$182.2K
$146.2K
$2.4M
1
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.
About
The purpose of the Executive Committee is charitable and it will fund research into the nalure, origin and cause of dlsease with the object of improving the health of the community. lt will fund such enquiry, research and study in such manner and by every such means as may be thought fil. It will enable people and/or organisations, within the medical profession or any other affiliated health profession, to undertake iraining and professional development as thought appropriate by the Foundation, lt will seek, accept and receive donations, subsidies, grants, endowments, gifts and bequests both in money, and in kind, for ail of the purposes and objects of the Foundation. lt will make submissions on, or representations relating to, any topics of interest as deemed appropriate by the Foundation. Physical Address PostalAddress Phone/Fax Number EmailAddress
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 157 peers · Health · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
C+Is this your charity?
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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: 30 September 2026.
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