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Charity Summary


Charity Details


Upper Clutha Children's Medical Trust
CC43751
N/A
Registered

Registration details

7/03/2010
June 30

Name change history

Name Effective Date
Upper Clutha Children's Specialist Medical Trust 8/03/2010
Upper Clutha Children's Medical Trust 8/11/2010

Address for service

138 Stone Street
Wānaka
Wanaka
9305

Charity's other details

021796077


Purpose & Structure


Charitable Purpose

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 accomodation 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.

Note: The main sectors, activities and beneficiaries are bolded.

Makes grants / loans to individuals

Health

Social services, People with disabilities

Children / young people

People with disabilities

Entity Structure

The Trust is governed by a Board of Trustees, and the Board is assisted by a Committee which meets each month to consider applications. All Trustees and Committee Members of the Upper Clutha Children’s Medical Trust are dedicated people with a keen focus on achieving positive community outcomes. The work carried out by both Trustees and the Committee is performed on an entirely voluntary basis.

Annual Returns


Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Exemptions

This charity has been granted an exemption from filing an annual return by 31 December 2010 under Section 43 of the Charities Act 2005. The first annual return is due by 31 December 2011.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2023 31/12/2023 9/12/2023 $91,938 $34,051 load annual return's financial documents spinner gif
30/06/2022 31/12/2022 20/12/2022 $5,355 $38,905 load annual return's financial documents spinner gif
30/06/2021 31/12/2021 17/12/2021 $54,890 $39,417 load annual return's financial documents spinner gif
30/06/2020 31/12/2020 7/12/2020 $44,772 $16,871 load annual return's financial documents spinner gif
30/06/2019 31/12/2019 4/12/2019 $37,709 $20,337 load annual return's financial documents spinner gif
30/06/2018 31/12/2018 11/12/2018 $39,323 $32,549 load annual return's financial documents spinner gif
30/06/2017 31/12/2017 11/12/2017 $36,115 $23,106 load annual return's financial documents spinner gif
30/06/2016 31/12/2016 15/12/2016 $42,041 $28,115 load annual return's financial documents spinner gif
30/06/2015 31/12/2015 28/09/2015 $22,973 $19,505 load annual return's financial documents spinner gif
30/06/2014 31/12/2014 7/11/2014 $34,531 $12,707 load annual return's financial documents spinner gif
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Officer Details


Officers

Officer Name Position Effective Date
Diana McLachlan Trustee 8/12/2020
Jill Shriffer Trustee 8/12/2020
Dave John Evans Trustee, Chairperson 24/05/2018
Derek Alexander Valentine Trustee - Treasurer 1/07/2016
Laurel Ann Gilks Trustee 7/09/2015
Pamela Horne Trustee - Secretary 7/09/2015

Past Officers

Officer Name Position Past Since
Noelene Patricia Harridge Trustee - Chairperson 22/07/2020
Yvonne Helen Gale Trustee 22/07/2020
Peter Graham Wilson Chairperson 14/12/2016
William Francis Fay Trustee 30/06/2016
Neville Hamilton Dippie Trustee 7/09/2015
Madeleine Carol Wilson Secretary 29/10/2013
Beverley Rudkin Chairperson/ Trustee 11/12/2012
Peter Wilson Secretary/ Trustee 9/12/2011

Charity Updates


Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.
Date Created Reference View Summary (.pdf <1MB)
7/06/2018 NOC010
16/12/2016 NOC008
14/12/2016 NOC006
25/03/2013 NOC004
15/01/2012 NOC003
18/11/2010 NOC002

Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.