The Upper Clutha Life Care Medical Trust BoardHealth Charity in Wānaka

The Upper Clutha Life Care Medical Trust Board is a Trust charity in the Health sector, based in Wānaka, Wānaka. Annual revenue: $0.0M NZD. Financial data as at March 2025.

Mission: Income from the investments will be used in consultation with Wanaka Plunket, Wanaka Doctors, Wanaka District Nurses and Wanaka St John for the benefit of the people of the Upper Clutha area.

Registration Number
CC46366
Charity Type
Trust
Registration Date
2011-03-23
Status
Active
Sector
Health
Location
Wānaka, Wānaka
Email
Robyn.hunt@ashtonwheelans.co.nz
Data as at
March 2025

Financial Summary

Total Revenue
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M--
2024$0.0M--
2023$0.0M--
2022$0.0M--
2021$0.0M-$0.0M
2020$0.0M--
2019$0.0M--
2018$0.0M--
2017$0.0M--
2016$0.0M--

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (3)

  • Loris KingTrustee
  • Andrew McleodTrustee
  • Ian FarrantTrustee

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The Upper Clutha Life Care Medical Trust Board

CC46366Wānaka, WānakaRegistered 23 Mar 2011
Data updated: 1 Sept 2026
Financials31 Mar 2025Rating11h ago

Financial data as at March 2025. Sourced from Charities Services register.

NR
Not ratedInsufficient financial data

Key balance-sheet figures (net assets / total assets) were not reported in the most recent return, and no populated prior year is available within the two-year fallback window. A rating cannot be calculated without these figures.

How ratings work →
Revenue

$1.8K

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

Income from the investments will be used in consultation with Wanaka Plunket, Wanaka Doctors, Wanaka District Nurses and Wanaka St John for the benefit of the people of the Upper Clutha area.

Key Statistics

Annual Revenue
$1.8K
Total Expenses
-
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (14 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
-
Insufficient data
No data
Sustainability
-
Insufficient data
No data
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 239 peers · Health · Under $100K

Rating Score
0
#90/240
Revenue
$2K
#201/240
Reserve Months
0.0
#1/240
Surplus
$2K
#101/240
Staff Cost %
0%
#1/240

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

Score: /100
Financial
0
Governance
0
Transparency
0
View Full Score Breakdown

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Contact Details

Address
Wānaka, Wānaka

Registration

Registration NumberCC46366
Entity TypeTrust
Registered23 Mar 2011
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated17 Feb 2011
Registered office
120 Brownston Street Wanaka 9305, Wanaka

Sector & Activities

Primary Sector
Health

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: 11 September 2026.