Upper Clutha Children's Medical Trust — Health Charity in Wanaka

Upper Clutha Children's Medical Trust is a Trust charity in the Health sector, based in Wanaka, Wanaka. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: 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.

Registration Number
CC43751
Charity Type
Trust
Registration Date
2010-03-07
Status
Active
Sector
Health
Location
Wanaka, Wanaka
Website
http://www.uccmedtrust.co.nz/
Email
treasurer@UCCmedtrust.co.nz
Funder Status
Grant-making charity (trust)
Data as at
June 2025

Beneficiaries: Children / young people, People with disabilities

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.0M-
2024$0.0M$0.0M-
2023$0.1M$0.0M-
2022$0.0M$0.0M-
2021$0.1M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M$0.2M
2016$0.0M$0.0M-

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (14)

  • Sally Battson — Trustee, Chairperson
  • Diana McLachlan — Trustee
  • Jill Shriffer — Trustee
  • Dave Evans — Trustee
  • Derek Valentine — Trustee-Treasurer
  • Pamela Horne — Trustee-Secretary (departed 2024-10-21)
  • Laurel Gilks — Trustee (departed 2025-10-13)
  • Yvonne Gale — Trustee (departed 2020-07-22)
  • Noelene Harridge — Trustee-Chairperson (departed 2020-07-22)
  • Peter Wilson — Chair (departed 2016-12-14)
  • Madeleine Wilson — Secretary (departed 2013-10-29)
  • William Fay — Trustee (departed 2016-06-30)
  • Neville Dippie — Trustee (departed 2015-09-07)
  • Beverley Rudkin — Chairperson/ Trustee (departed 2012-12-11)

Similar Charities in Health

Upper Clutha Children's Medical Trust logo
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Upper Clutha Children's Medical Trust

CC43751Wanaka, WanakaRegistered 7 Mar 2010
Data updated: 5 days ago
Financials30 Jun 2025Rating2d ago

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

NR
Not rated — Volunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

How ratings work →
Revenue

$141.4K

Expenses

$43.5K

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

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
HealthSocial ServicesSports & Recreation
Beneficiaries
Children
Geographic Focus
Nationwide

About

Mission

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.

Who We Serve

Beneficiaries
Children / young peoplePeople with disabilities

Key Statistics

Annual Revenue
$141.4K
Total Expenses
$43.5K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (15 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
97c
For every $1 spent, 97c reaches programs
Strong
Sustainability
99.4mo
Could operate 99.4 months with zero revenue
Over-capitalized
Fundraising Cost
$0.03
Costs $0.03 to raise each $1 in donations
Efficient

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

Revenue Diversification

57
Score /100
Concentrated
HHI: 4,267
Other54.6%
Donations34.0%
Investment Income11.4%

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

Peer Comparison

Ranked against 157 peers · Health · $100K – $1M

Rating Score
0
#39/158
Revenue
$141K
#131/158
Reserve Months
0.0
#1/158
Surplus
$98K
#24/158
Staff Cost %
0%
#1/158

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

Registration

Registration NumberCC43751
Entity TypeTrust
Registered7 Mar 2010
StatusRegistered

Sector & Activities

Primary Sector
Health
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.