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/
- treasurer@UCCmedtrust.co.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- June 2025
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
| Year | Revenue | Expenses | Net 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 | - |
CharityData Rating
- Overall Grade
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 0
- Transparency Score
- 50
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
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)
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Upper Clutha Children's Medical Trust
CC43751Wanaka, WanakaRegistered 7 Mar 2010
Data updated: Today
Financials9mo agoRating15h 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
GrantmakerThis 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.
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 DataBased 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
0mo
Could operate 0 months with zero revenue
Critical
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 148 peers · Health · $100K – $1M
Rating Score
0
Revenue
$141K
Reserve Months
0.0
Surplus
$98K
Staff Cost %
0%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
NR
2025
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Registration
Registration NumberCC43751
Entity TypeTrust
Registered7 Mar 2010
StatusRegistered
Sector & Activities
Primary Sector
HealthData 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: 22 April 2026.
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