# Upper Clutha History Society Incorporated

**Charities Register number:** CC50304
**Status:** Registered
**Registered since:** 2014-03-05
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Wanaka
**NZBN:** 9429042998198
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

1.1 To collect, record and preserve historical records and images of all types, that principally relate to Wānaka and surrounding areas. 1.2 To promote and provide access to records held to all members, persons and organisations interested in the history of Wānaka and surrounding areas. 1.3 To research stories, trends, events and other historical knowledge relating to the history of the Wānaka area. 1.4 To promote and communicate the history of the Wānaka area, by any available means, to assist in the education and meet the interests of residents and visitors. 1.5 To raise and manage funds to support the Purposes of the Society. 1.6 To provide an organisation and support resources for individuals who wish to participate in activities consistent with the Purposes of the Society on a voluntary basis. 1.7 To build relationships and collaborate with key community stakeholder organisations in Wānaka and surrounding areas on historical matters and joint projects.

## CharityData rating

- **Not rated** — The filed financial data is incomplete or internally inconsistent, so a score would not be meaningful.
- **Status code:** `insufficient_data`
- **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$53k
- **Total expenses:** NZ$53k
- **Surplus / deficit:** NZ$42
- **Total assets:** not disclosed
- **Total liabilities:** not disclosed
- **Net assets:** not disclosed
- **Cash reserves:** NZ$40k
- **Donations:** NZ$1k
- **Staff costs:** NZ$33k
- **Paid staff:** 1
- **Reporting tier:** Tier4

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$53k | NZ$53k | NZ$42 | not disclosed |
| 2025-03-31 | NZ$53k | NZ$39k | NZ$15k | not disclosed |
| 2024-03-31 | NZ$12k | NZ$7k | NZ$5k | not disclosed |
| 2023-03-31 | NZ$15k | NZ$5k | not disclosed | not disclosed |
| 2022-03-31 | NZ$10k | NZ$3k | not disclosed | not disclosed |
| 2021-03-31 | NZ$7k | NZ$4k | not disclosed | not disclosed |
| 2020-03-31 | NZ$10k | NZ$1k | not disclosed | not disclosed |
| 2019-03-31 | NZ$7k | NZ$7k | not disclosed | not disclosed |
| 2018-03-31 | NZ$2k | NZ$5k | not disclosed | not disclosed |
| 2017-03-31 | NZ$17k | NZ$9k | not disclosed | not disclosed |

## Governance

- **Officers on the register:** 4 current (11 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=CC50304) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-12
- Financials: last updated 2026-09-11
- Rating: computed 2026-09-12
- This document generated: 2026-09-12

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-history-society-incorporated
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/upper-clutha-history-society-incorporated/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/upper-clutha-history-society-incorporated/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC50304

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/upper-clutha-history-society-incorporated. 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 2026-09-12T14:27:06.010Z.