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Charity Summary


Charity Details

New Zealand UP Education Trust
CC23839
9429043103294
Registered

Registration details

4/05/2008
June 30

Name change history

Name Effective Date
Canterbury UPP Education Trust 4/05/2008
New Zealand UPP Education Trust 19/12/2014
New Zealand UP Education Trust 29/07/2020

Address for service

14 Maurice Street
Lincoln
7608

Charity's other details

0210676853
administrator@upclub.org.nz
https://www.facebook.com/nzupclub/


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC23839

Purpose & Structure

Charitable Purpose

The purpose of the Trust will be to educate and provide support services to teenagers and young adults who have Down Syndrome. In particular the Trust will educate teenagers and young adults with Down Syndrome in the skills and behaviour required for full participation in the wider community.

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

Provides services (e.g. care / counselling)

Provides opportunities to increase education and social skills

People with disabilities

Education / training / research, Health

People with disabilities

Young people with Down Syndrome

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

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.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

Exemptions

This charity has been granted an exemption from filing an annual return by 31 December 2008 under section 43 of the Charities Act 2005. The first annual return is due by 31 December 2009.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2025 31/12/2025 22/12/2025 $72,489 $67,884 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 30/12/2024 $89,687 $76,349 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 2/02/2024 $66,803 $76,011 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 30/12/2022 $59,059 $62,562 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 29/12/2021 $74,667 $64,761 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 29/10/2020 $67,368 $56,370 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 11/12/2019 $15,958 $43,337 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 15/05/2019 $84,863 $77,326 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 22/02/2019 $108,408 $144,941 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 8/03/2017 $119,766 $122,721 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Melanie May Simons Board Chair 24/08/2020
Michael John Murphy Trustee 28/01/2019
Anne Marie O'Connor Trustee 31/10/2018
Greg Rozen Trustee 1/04/2011

Past Officers

Officer Name Position Past Since
Shaun Christopher Mitchell Trustee 6/06/2024
Vanessa Gladys Walshe Trustee 9/08/2021
Ann Cathrine Kofoed Trustee 12/10/2020
Alison Schroeder Trustee 23/06/2020
Bridget Mary Rees Treasurer 9/06/2016
Lisa Sinclair Secretary 11/02/2016
Jennifer Swaffield Trustee 20/08/2015
Trevor Proctor Board Member 27/09/2014
Jessica Southern Trustee 1/12/2012
Julie Quick Trustee 17/04/2012

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)
15/10/2025 NOC038
24/12/2021 NOC033
5/11/2020 NOC032
7/09/2020 NOC030
29/07/2020 NOC029
25/06/2020 NOC028
5/03/2019 NOC024
3/01/2019 NOC022
3/01/2019 NOC021
13/11/2018 NOC020

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.