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Charity Summary


Charity Details

Upper Clutha U3A Incorporated
Wanaka U3A, Upper Clutha U3A
CC29719
9429050457885
Registered

Registration details

30/06/2008
December 31

Name change history

Name Effective Date
The Upper Clutha University Of The Third Age 30/06/2008
The Upper Clutha U3A 9/05/2022
Upper Clutha U3A Incorporated 14/05/2022

Address for service

14 Penrith Park Drive
Wānaka
Wanaka
9305

Charity's other details

021644068
uppercluthau3a@gmail.com
https://www.uppercluthau3a.com


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC29719

Purpose & Structure

Charitable Purpose

The provision of learning opportunities & social interaction for people in the Upper Clutha area of Otago, primarily in but not limited to, the senior age bracket

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

Other (please state)

(Educational Services To Senior Citizens), Makes grants / loans to individuals, Makes grants to organisations (including schools or other charities), Provides services (e.g. care / counselling), Provides advice / information / advocacy

Education / training / research

Arts / culture / heritage, Education And Learning Opportunities For Those In Senior Age Bracket

Other (please state)

(Senior Citizens), Other charities, Older people, General public

Legal Structure

Incorporated Society

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.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/12/2025 30/06/2026 14/04/2026 $17,142 $16,941 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2024 30/06/2025 9/04/2025 $16,958 $16,436 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2023 30/06/2024 10/04/2024 $9,599 $15,548 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2022 30/06/2023 5/04/2023 $9,825 $10,738 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2021 30/06/2022 9/05/2022 $1,291 $11,498 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2020 30/06/2021 7/04/2021 $9,635 $3,047 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2019 30/06/2020 28/04/2020 $19,086 $16,246 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2018 30/06/2019 20/07/2019 $20,780 $14,251 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2017 30/06/2018 27/07/2018 $9,080 $11,013 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 26/05/2017 $15,222 $11,811 load annual return's financial documents spinner gif
Included in Annual Return
= Balance Date Change
- This Annual Return will cover 9 months from 1 April 2017 to 31 December 2017.

Officer Details

Officers

Officer Name Position Effective Date
Ann Chalmers Scandrett Committee 20/03/2026
Lorna Carol Schmidt Committee 20/03/2026
Robert Glynne Lloyd Treasurer 12/08/2025
Allan Leslie Panting Chairman 15/04/2025
Geoffrey Arthur Patton Committee 28/03/2025
Ian McGregor Turnbull Committee 28/03/2025
Josephine Elizabeth Wilton Committee 28/03/2025
Shirley Norine Deuchrass Committee 28/03/2025
Allan Bruce MacLean Committee 15/03/2024
Janice Isobel Kelly Committee 15/03/2024

Past Officers

Officer Name Position Past Since
Mary Elizabeth Gray Past Chairwoman 20/03/2026
Russell - McGeorge Acting Treasurer 7/08/2025
Christine Gardner Secretary 28/03/2025
Jan Marie Scown Committee 28/03/2025
Jim Cowie Committee 28/03/2025
Neil Douglas Cowie Committee 4/02/2025
Duncan Downes Boswell Committee Member 15/03/2024
Nigel James Louis Zega Committee 15/03/2024
Roderick MacLeod Committee 15/03/2024
Sally Margaret Angus Committee 15/03/2024

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)
2/06/2026 NOC037
27/01/2026 NOC035
28/05/2025 NOC034
30/04/2025 NOC033
28/04/2025 NOC032
26/04/2025 NOC031
5/04/2023 NOC028
19/05/2022 NOC026
14/05/2022 NOC025
9/05/2022 NOC023

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.