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Charity Summary


Charity Details


Beneficiary Advocacy and Information Service Charitable Trust.
BAIS
CC10594
N/A
Registered

Registration details

10/07/2007
June 30

Name change history

Name Effective Date
Beneficiaries Advocacy and Information Service Incorporated 10/07/2007
Beneficiaries Advocacy and Information Service Charitable Trust 19/03/2026
Beneficiary Advocacy and Information Service Charitable Trust. 2/06/2026

Address for service

PO Box 40112
Glenfield
Auckland
0747
96 Bentley Avenue
Cnr Bentley Ave and Glenfield Rd
Glenfield
Auckland
0629

Charity's other details

(09)444 9543
https://www.facebook.com/BAIS-137808166284349
https://www.instagram.com/bais.northshoreandrodney/


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

To provide quality information and independent advocacy for beneficiaries, low-income families, and those marginalised in our community. Our free financial advocacy service provides support, information and education for beneficiaries, low-income families and individuals within our community. These groups in our community struggle to understand and cope with the processes for obtaining their financial entitlements through WINZ and IRD and do not know what other support may be available for them in the community. Our advocacy support work for clients includes working collaboratively across a wide range of local support agencies. BAIS works with government entities such as IRD, WINZ and local and central government policy builders to ensure clients have the resources available to them from their community to deal with all issues. These issues may go beyond entitlements and can deeply affect their well-being such as safety in the home, child poverty, housing, mental health and disability and unemployment.

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

Provides advice / information / advocacy

Social services

Community, Beneficiaries and Low income

General public

Beneficiaries and Low Income earners

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.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2025 31/12/2025 28/10/2025 $212,785 $230,914 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 21/11/2024 $187,060 $212,183 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 22/11/2023 $203,142 $211,776 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 28/11/2022 $203,052 $141,319 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 15/12/2021 $148,815 $188,785 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 25/01/2021 $198,566 $186,481 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 21/11/2019 $166,714 $166,496 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 13/11/2018 $173,405 $159,998 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 14/12/2017 $108,099 $153,171 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 13/12/2016 $99,043 $135,157 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Sonia May Cope Board Member 15/02/2022
Fern Wendt-Corfe Trustee 10/11/2020
Daryl John Grove Board Member 30/11/2017
Kate Diane Flannery Trustee/Secretary 30/11/2017
Linda Holden Board Member 6/10/2016
Veronica Emery Treasurer 24/10/2013
Anna-Lee Dewes Trustee/Chairperson 1/05/2012

Past Officers

Officer Name Position Past Since
Fiona Gove Board Member 10/11/2020
Joan Drain Board Member 10/11/2020
Benjamin James Dewes Board Member 1/02/2018
Julie Bourne Board member 30/11/2017
Daryl Gove Secretary 23/02/2017
Darrin Kennedy Board Member 6/10/2016
Janine Scott Treasurer 25/02/2016
Lisa Brown Board Member 1/08/2015
Nicky Sergison Board member 1/08/2015
Cynthia Thompson Board Member 24/10/2013
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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 NOC038
30/03/2026 NOC036
21/11/2024 NOC033
7/06/2022 NOC029
20/08/2021 NOC027
10/09/2020 NOC025
4/08/2019 NOC023
26/06/2018 NOC021
6/03/2017 NOC019
6/03/2017 NOC018
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Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.