Charities Services

Use this to find information about a particular charity.

Charity Summary

Charity Details

Legal name of the Charity:

Upstream Charitable Foundation

Other Name (inc Trading Name):

Upstream Charitable Foundation

Registration number:

CC56521

NZBN number:

9429047108141

Current Status:

Registered

Registration details

Date of Registration:

20/12/2018

Balance Date:

March 31

Name change history

Name	Effective Date
Upstreamnz Charitable Foundation Board	20/12/2018
Upstreamnz Charitable Foundation	5/04/2019
Upstream Charitable Foundation	9/12/2021

Address for service

Charity's Postal Address:

44 Elizabeth Street

Riccarton

Christchurch

8041

Charity's other details

Email:

james@upstream.co.nz

Website:

http://upstream.co.nz

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC56521

Purpose & Structure

Charitable Purpose

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.

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

Activities:

Makes grants to organisations (including schools or other charities)

Sectors:

Community development

Beneficiaries:

Children / young people

Other charities, Family / whanau

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

Entities your charity controls

Name	CC Registration Number
Upstream Limited	CC59509

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 for the year ending 31 December 2018 under Section 43 of the Charities Act 2005.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements	Annual Return Summary
31/03/2026	30/09/2026	-	-	-	To be filed	To be filed
31/03/2025	30/09/2025	7/11/2025	$73,029	$45,138	Included in Annual Return
31/03/2024	31/12/2024	6/01/2025	$106,615	$54,379	Included in Annual Return
31/03/2023	30/11/2023	28/11/2023	$74,100	$55,216	Included in Annual Return
31/03/2022	30/09/2022	14/11/2022	$117,522	$93,157	Included in Annual Return
31/12/2020	30/06/2021	10/08/2021	$63,673	$21,260	Included in Annual Return
31/12/2019	30/06/2020	9/04/2020	$28,004	$15,892	Included in Annual Return
31/12/2018	30/06/2019	-	-	-	-	Exempt

= Balance Date Change
-	This Annual Return will cover 15 months from 1 January 2021 to 31 March 2022.

Officer Details

Officers

Officer Name	Position	Effective Date
Daniel Larsen	Treasurer	4/11/2025
Daniel Bullen	Trustee	6/09/2024
Deborah Jane Naomi Jaeger	Trustee	6/09/2024
Caleb Vercoe	Trustee	6/08/2019
James Wilson Harris	Secretary	22/11/2018
James Andrew Veitch	Chairperson	22/11/2018
Mitchell Graeme Shaw	Trustee	30/10/2018

Past Officers

Officer Name	Position	Past Since
Natasja Simone Joubert	Treasurer	1/04/2025

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)
4/06/2026	NOC014
14/04/2025	NOC012
2/09/2024	NOC010
14/11/2022	NOC007
9/12/2021	NOC006
11/11/2021	NOC005
27/09/2019	NOC002
26/04/2019	NOC001

Charity Documents

Date Uploaded	Document Type	Reference Name