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
- 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
| Year | Revenue | Expenses | Net 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)
| Name | Role | Appointed |
|---|---|---|
| Kate Moodabe | Trustee | 2026-06-09 |
| Fiona Kenworthy | Trustee | 2026-05-01 |
| Michael Raynes | Secretary | 2025-01-01 |
| Rod Marvin | Treasurer | 2024-12-01 |
| Mel Watson | Trustee | 2024-11-01 |
| Brett Cronin | Trustee | 2023-10-01 |
| Philip Venables | Chair | 2021-07-12 |
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
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
The Upside Downs Education Trust
Financial data as at March 2026. Sourced from Charities Services register.
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 →$549.3K
$380.4K
$777.2K
2
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Funded By
Registered charities that have funded this organisation.
About
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
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
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
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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.
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