# The Upside Downs Education Trust

**Charities Register number:** CC28101
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Social Services
**ICNPO group:** Social Services
**Region:** Auckland
**NZBN:** 9429043005192
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The UpsideDowns Education Trust was established to support children with Down Syndrome. The objective of the Trust is to help fund effective specialist education programmes. The Trust currently does this by subsidising the cost of speech therapy for its member families.

## CharityData rating

- **Not rated** — Reports under the Tier 3/4 regime with limited disclosure and no detected red flags.
- **Status code:** `limited_disclosure`
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2026-03-31)

- **Total revenue:** NZ$549k
- **Total expenses:** NZ$380k
- **Surplus / deficit:** NZ$169k
- **Total assets:** NZ$777k
- **Total liabilities:** NZ$38k
- **Net assets:** NZ$740k
- **Cash reserves:** NZ$750k
- **Donations:** NZ$297k
- **Staff costs:** NZ$102k
- **Paid staff:** 2
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=10a65ba5-922d-f111-bb51-000d3acc4199&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2026-03-31 | NZ$549k | NZ$380k | NZ$169k | NZ$740k |
| 2025-03-31 | NZ$427k | NZ$453k | NZ$-26k | NZ$571k |
| 2024-03-31 | NZ$400k | NZ$426k | NZ$-26k | NZ$597k |
| 2023-03-31 | NZ$356k | NZ$435k | not disclosed | NZ$623k |
| 2022-03-31 | NZ$446k | NZ$322k | not disclosed | NZ$701k |
| 2021-03-31 | NZ$210k | NZ$266k | not disclosed | NZ$576k |
| 2020-03-31 | NZ$331k | NZ$220k | not disclosed | NZ$433k |
| 2019-03-31 | NZ$300k | NZ$209k | not disclosed | NZ$310k |
| 2018-03-31 | NZ$212k | NZ$176k | not disclosed | NZ$247k |
| 2017-03-31 | NZ$272k | NZ$157k | not disclosed | NZ$210k |

## Governance

- **Officers on the register:** 7 current (45 including former)
- **Chair recorded:** yes
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC28101) and on the charity's profile page.

## Disclosed funders

- **Foundation North** (foundation) — NZ$37k, year ended 2022-03-31
- **Foundation North** (foundation) — NZ$20k, year ended 2025-03-31
- **Foundation North** (foundation) — NZ$20k, year ended 2024-03-31
- **Foundation North** (foundation) — NZ$20k, year ended 2021-03-31
- **Four Winds Foundation Limited** (foundation) — NZ$6k, year ended 2024-12-31
- **Auckland Foundation** (foundation) — NZ$5k, year ended 2017-06-30

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-27
- Rating: computed 2026-10-01
- This document generated: 2026-10-02

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/the-upside-downs-education-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-upside-downs-education-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-upside-downs-education-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC28101

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-upside-downs-education-trust. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-10-02T05:23:23.943Z.