New Zealand UP Education Trust — Education Charity in Lincoln
New Zealand UP Education Trust is a Trust charity in the Education sector, based in Lincoln, Lincoln. Annual revenue: $0.1M NZD. Financial data as at June 2025.
Mission: 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.
- Registration Number
- CC23839
- Charity Type
- Trust
- Registration Date
- 2008-05-04
- Status
- Active
- Sector
- Education
- Location
- Lincoln, Lincoln
- administrator@upclub.org.nz
- Data as at
- June 2025
Beneficiaries: Other - All
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 6
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | - |
| 2024 | $0.1M | $0.1M | $0.0M |
| 2023 | $0.1M | $0.1M | - |
| 2022 | $0.1M | $0.1M | - |
| 2021 | $0.1M | $0.1M | $0.0M |
| 2020 | $0.1M | $0.1M | $0.0M |
| 2019 | $0.0M | $0.0M | $0.0M |
| 2018 | $0.1M | $0.1M | $0.0M |
| 2017 | $0.1M | $0.1M | $0.0M |
| 2016 | $0.1M | $0.1M | $0.0M |
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (18)
- Shaun Mitchell — Trustee (departed 2024-06-06)
- Vanessa Walshe — Trustee (departed 2021-08-09)
- Melanie Simons — Board Chair
- Michael Murphy — Trustee
- Anne O'Connor — Trustee
- Lisa Sinclair — Secretary (departed 2016-02-11)
- Alison Schroeder — Trustee (departed 2020-06-23)
- Ann Kofoed — Trustee (departed 2020-10-12)
- Trevor Proctor — Trustee (departed 2014-09-27)
- Linda Te Kaat — Individual (departed 2012-04-17)
- Jessica Southern — Trustee (departed 2012-12-01)
- Greg Rozen — Trustee
- Bridget Rees — Treasurer (departed 2016-06-09)
- James Lysaght — Trustee / Chair (departed 2011-08-01)
- Marian Ecker — Trustee (departed 2011-04-01)
- Julie Quick — Trustee (departed 2012-04-17)
- Thomas Stevens — Trustee (departed 2011-04-01)
- Jenny Swaffield — Trustee (departed 2015-08-20)
Funding Sources
- Auckland Foundation — $50,000
- Pub Charity Limited — $34,016.9
- Kiwi Gaming Foundation Limited — $3,769.88
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
New Zealand UP Education Trust
Financial data as at June 2025. Sourced from Charities Services register.
Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)
How ratings work →$72.5K
$67.9K
6
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
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.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 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 329 peers · Education · Under $100K
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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: 28 September 2026.
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