The Upside Downs Education Trust — Education Charity in Auckland

The Upside Downs Education Trust is a Trust charity in the Education sector, based in Auckland, Auckland. Annual revenue: $0.5M NZD. Financial data as at March 2026.

Mission: 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.

Registration Number
CC28101
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Education
Location
Auckland, Auckland
Email
mel@upsidedowns.co.nz
Data as at
March 2026

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.5M NZD
Total Expenses
$0.4M NZD
Total Assets
$0.8M NZD
Net Assets
$0.7M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
2
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.5M$0.4M$0.7M
2025$0.4M$0.5M$0.6M
2024$0.4M$0.4M$0.6M
2023$0.4M$0.4M$0.6M
2022$0.4M$0.3M$0.7M
2021$0.2M$0.3M$0.6M
2020$0.3M$0.2M$0.4M
2019$0.3M$0.2M$0.3M
2018$0.2M$0.2M$0.2M
2017$0.3M$0.2M$0.2M

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Kate MoodabeTrustee2026-06-09
Fiona KenworthyTrustee2026-05-01
Michael RaynesSecretary2025-01-01
Rod MarvinTreasurer2024-12-01
Mel WatsonTrustee2024-11-01
Brett CroninTrustee2023-10-01
Philip VenablesChair2021-07-12

Former Officers (37)

  • Cassandra Williams — Trustee (departed 2025-09-09)
  • Victoria Smith — Chief Executive (departed 2024-12-29)
  • Adrian Hatwell — Fundraising and Digital Media Manager (departed 2024-12-01)
  • Ainslie Templeton — Trustee (departed 2024-03-31)
  • Abhinav Sridhara — Trustee (departed 2023-07-11)
  • Trevor Alborough — Trustee (departed 2025-05-01)
  • Ella Pooley — Fundraiser (departed 2022-04-08)
  • Sally Rayner — Trustee (departed 2022-07-31)
  • Karmen Wilson — Trustee (departed 2021-06-09)
  • Vivienne Alborough — Trustee (departed 2023-07-11)
  • Pooja Sundar — Secretary (departed 2024-03-31)
  • Glenn Beaman — Trustee (departed 2020-09-30)
  • Christopher Steenson — Chair (departed 2024-06-11)
  • Ayesha Nurain Janah — Trustee (departed 2021-05-15)
  • Sarah Paterson-Hamlin — Chief Executive (departed 2023-03-31)
  • Nicolas Ling — Chair (departed 2025-09-09)
  • Jo Dick — Trustee (departed 2019-02-28)
  • Ruth Young — Trustee (departed 2021-06-09)
  • Beatrice Traub — Administration Assistant (departed 2024-12-01)
  • Debra Copeland — Trustee (departed 2017-08-09)

Funding Sources

  • Foundation North — $36,610
  • Foundation North — $20,000
  • Foundation North — $20,000
  • Foundation North — $20,000
  • Pub Charity Limited — $5,766.85
  • Four Winds Foundation Limited — $5,500
  • Auckland Foundation — $5,000
  • Blue Waters Community Trust — $3,000

Similar Charities in Education

EducationTrust

The Upside Downs Education Trust

CC28101Auckland, AucklandRegistered 30 Jun 2008
Data updated: Yesterday
Financials6mo agoRating2d ago

Financial data as at March 2026. Sourced from Charities Services register.

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →
Revenue

$549.3K

Expenses

$380.4K

Assets

$777.2K

Staff

2

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

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.

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$549.3K
Total Expenses
$380.4K
Net Assets
$739.6K
Staff
2
employees

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
23.7mo
Could operate 23.7 months with zero revenue
Healthy
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

53
Score /100
Concentrated
HHI: 4,656
Donations54.1%
Other41.4%
Investment Income3.8%
Trading / Services0.7%

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

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
0
#38/133
Revenue
$549K
#22/133
Reserve Months
0.0
#1/133
Surplus
$169K
#16/133
Staff Cost %
27%
#133/133

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
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC28101
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated8 Apr 2003
Registered office
6 Davita Place, Farm Cove, Auckland

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individuals

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: 28 September 2026.