Upper Clutha History Society Incorporated — Education Charity in Wanaka
Upper Clutha History Society Incorporated is a Trust charity in the Education sector, based in Wanaka, Wanaka. Annual revenue: $0.1M NZD. Financial data as at March 2026.
Mission: 1.1 To collect, record and preserve historical records and images of all types, that principally relate to Wānaka and surrounding areas. 1.2 To promote and provide access to records held to all members, persons and organisations interested in the history of Wānaka and surrounding areas. 1.3 To research stories, trends, events and other historical knowledge relating to the history of the Wānaka area. 1.4 To promote and communicate the history of the Wānaka area, by any available means, to assist in the education and meet the interests of residents and visitors. 1.5 To raise and manage funds to support the Purposes of the Society. 1.6 To provide an organisation and support resources for individuals who wish to participate in activities consistent with the Purposes of the Society on a voluntary basis. 1.7 To build relationships and collaborate with key community stakeholder organisations in Wānaka and surrounding areas on historical matters and joint projects.
- Registration Number
- CC50304
- Charity Type
- Trust
- Registration Date
- 2014-03-05
- Status
- Active
- Sector
- Education
- Location
- Wanaka, Wanaka
- treasurer@uppercluthahistory.org
- Data as at
- March 2026
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 1
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.1M | $0.1M | - |
| 2025 | $0.1M | $0.0M | - |
| 2024 | $0.0M | $0.0M | - |
| 2023 | $0.0M | $0.0M | - |
| 2022 | $0.0M | $0.0M | - |
| 2021 | $0.0M | $0.0M | - |
| 2020 | $0.0M | $0.0M | - |
| 2019 | $0.0M | $0.0M | - |
| 2018 | $0.0M | $0.0M | - |
| 2017 | $0.0M | $0.0M | - |
Board Members and Officers
Current Officers (3)
| Name | Role | Appointed |
|---|---|---|
| Sally Angus | Secretary | 2026-06-01 |
| Bruce Foulds | Treasurer | 2021-05-06 |
| Kenneth Allan | Committee Member | 2018-05-23 |
Former Officers (8)
- Dawn Bosley — Secretary (departed 2025-03-31)
- Stephen Waddington — President
- Harold Moss — Secretary (departed 2022-05-25)
- Jo Wilton — Vice President (departed 2022-05-25)
- David Simmers — Secretary (departed 2021-05-06)
- Graham Dickson — President (departed 2021-05-06)
- Graham Taylor — Secretary (departed 2018-05-23)
- Kenneth Thomlinson — Immediate Past President (departed 2018-05-23)
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Upper Clutha History Society Incorporated
Financial data as at March 2026. Sourced from Charities Services register.
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 →$52.8K
$52.8K
1
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
About
1.1 To collect, record and preserve historical records and images of all types, that principally relate to Wānaka and surrounding areas. 1.2 To promote and provide access to records held to all members, persons and organisations interested in the history of Wānaka and surrounding areas. 1.3 To research stories, trends, events and other historical knowledge relating to the history of the Wānaka area. 1.4 To promote and communicate the history of the Wānaka area, by any available means, to assist in the education and meet the interests of residents and visitors. 1.5 To raise and manage funds to support the Purposes of the Society. 1.6 To provide an organisation and support resources for individuals who wish to participate in activities consistent with the Purposes of the Society on a voluntary basis. 1.7 To build relationships and collaborate with key community stakeholder organisations in Wānaka and surrounding areas on historical matters and joint projects.
Key Statistics
Financial Trends
Financial Trends (13 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 277 peers · Education · Under $100K
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Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
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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: 12 September 2026.
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