Upstream Charitable Foundation — Community Development Charity in Christchurch
Upstream Charitable Foundation is a Trust charity in the Community Development sector, based in Christchurch, Christchurch. This organisation also provides funding to other charities. CharityData rates this charity D+ (51.5/100). Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at March 2025.
Mission: The purpose of the trust is to apply both capital and income of the Trust Fund to charitable purposes which develop young people, families and the community in general.
- Registration Number
- CC56521
- Charity Type
- Trust
- Registration Date
- 2018-12-20
- Status
- Active
- CharityData Rating
- D+ (51.5/100)
- Sector
- Community Development
- Location
- Christchurch, Christchurch
- james@upstream.co.nz
- Funder Status
- Grant-making charity (foundation)
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $0.7M NZD
- Net Assets
- $0.7M NZD
- Reserve Months
- 188.5 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.0M | $0.7M |
| 2024 | $0.1M | $0.1M | $0.7M |
| 2023 | $0.1M | $0.1M | $0.1M |
| 2022 | $0.1M | $0.1M | $0.1M |
| 2020 | $0.1M | $0.0M | $0.1M |
| 2019 | $0.0M | $0.0M | $0.0M |
CharityData Rating
- Overall Grade
- D+
- Overall Score
- 51.5/100
- Financial Score
- 70
- Governance Score
- 75
- Transparency Score
- 65
Red Flags
- 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Daniel Bullen | Trustee | 2024-09-06 |
| Deborah Jaeger | Trustee | 2024-09-06 |
| Caleb Vercoe | Trustee | 2019-08-06 |
| James Veitch | Chair | 2018-11-22 |
| James Harris | Secretary | 2018-11-22 |
| Mitchell Shaw | Trustee | 2018-10-30 |
Former Officers (1)
- Natasja Joubert — Treasurer (departed 2025-04-01)
Similar Charities in Community Development
- Dementia Hawkes Bay — Community Development
- Mangere Cemetery Trust Board — Community Development
- Purewa Cemetery Trust Board — Community Development
- Basil and Cynthia Hewett Charitable Trust — Community Development
- Kāhui Tū Kaha Ltd — Community Development
Upstream Charitable Foundation
Financial data as at March 2025. Sourced from Charities Services register.
$73.0K
$45.1K
$718.3K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
This rating may reflect incomplete data
This charity's grade of D+ is based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The purpose of the trust is to apply both capital and income of the Trust Fund to charitable purposes which develop young people, families and the community in general.
Key Statistics
Financial Trends
Financial Trends (6 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 288 peers · Community Development · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
D+Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
Registration
Companies Office
Sector & Activities
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: 11 September 2026.
Similar Charities in Community Development
Other Community Development charities ranked by overall score