# Upper Clutha Children's Medical Trust

**Charities Register number:** CC43751
**Status:** Registered
**Registered since:** 2010-03-07
**Sector:** Health
**ICNPO group:** Health
**Region:** Wanaka
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

As set out in the Trust Deed, the Trust exists to provide funds for the medical treatment of children where in the opinion of the family's General Practitioner such treatment would be necessary or helpful, and where the financial resources of the family are limited. This assistance will include transport and accommodation costs for a child and caregiver where required. The Wanaka based Charitable Trust was established in 2009 to support families in the Upper Clutha area who were struggling financially because of the demands placed upon them by their children’s health issues. To date the Upper Clutha Children’s Medical Trust has supported many local children in a variety of ways. Upper Clutha families often face greater expenses than city based families because of our distance from specialist services and care. Our area is the furthest distance from a base hospital in New Zealand and consequently travel for specialist consultations often involve an overnight stay.

## CharityData rating

- **Not rated** — Small community organisation — the scorecard is not designed for entities at this scale.
- **Status code:** `community_group`
- **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 2025-06-30)

- **Total revenue:** NZ$141k
- **Total expenses:** NZ$43k
- **Surplus / deficit:** NZ$98k
- **Total assets:** not disclosed
- **Total liabilities:** not disclosed
- **Net assets:** not disclosed
- **Cash reserves:** NZ$360k
- **Donations:** NZ$48k
- **Staff costs:** NZ$0
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=12950ee7-4b56-f011-bb44-0022480ffcd1&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 |
|---|---|---|---|---|
| 2025-06-30 | NZ$141k | NZ$43k | NZ$98k | not disclosed |
| 2024-06-30 | NZ$38k | NZ$43k | NZ$-4k | not disclosed |
| 2023-06-30 | NZ$92k | NZ$34k | not disclosed | not disclosed |
| 2022-06-30 | NZ$5k | NZ$39k | not disclosed | not disclosed |
| 2021-06-30 | NZ$55k | NZ$39k | not disclosed | not disclosed |
| 2020-06-30 | NZ$45k | NZ$17k | not disclosed | not disclosed |
| 2019-06-30 | NZ$38k | NZ$20k | not disclosed | not disclosed |
| 2018-06-30 | NZ$39k | NZ$33k | not disclosed | not disclosed |
| 2017-06-30 | NZ$36k | NZ$23k | not disclosed | NZ$175k |
| 2016-06-30 | NZ$42k | NZ$28k | not disclosed | not disclosed |

## Governance

- **Officers on the register:** 5 current (15 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=CC43751) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-25
- 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/upper-clutha-childrens-medical-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/upper-clutha-childrens-medical-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/upper-clutha-childrens-medical-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC43751
- Charity website: http://www.uccmedtrust.co.nz/

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/upper-clutha-childrens-medical-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 2026-10-02T10:24:32.970Z.