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Charity Summary


Charity Details

Helensville-Waimauku Family Budgeting Service Incorporated
CC21304
9429042619307
Registered

Registration details

21/02/2008
June 30

Address for service

49 Commercial Road
Helensville
0800

Charity's other details

094209332
hlv.budget@xtra.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC21304

Purpose & Structure

Charitable Purpose

The purpose of our organisation is to provide free budgeting advice and mentoring from Kumeu - Waimauku. Helensville and Kaukapakapa within the boundaries of the Helensville District Board. We provide short and long term mentoring for people to better manage their finances. All mentors are Fin-Cap trained.

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

Provides advice / information / advocacy

Provides human resources (e.g. staff / volunteers), Advice information advocacy

Other (please state)

(Budgeting or Financial Support)

Family / whanau

Children / young people, Older people, People with disabilities, General public, Migrants / refugees

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.

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 - - - To be filed To be filed
30/06/2024 31/12/2024 1/08/2025 $113,000 $86,300 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 1/08/2025 $162,099 $73,148 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 25/05/2023 $133,357 $61,632 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 23/05/2023 $129,750 $58,111 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 1/12/2021 $71,433 $50,612 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 2/04/2020 $68,756 $63,024 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 24/03/2020 $79,069 $71,430 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 26/02/2019 $65,995 $73,483 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 8/11/2017 $79,685 $72,539 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Val Bishop Committee Member 28/12/2021
Joelle Ashton Committee Member 8/12/2021
Kylie Donaldson Committee Member 28/03/2020
Julie James Secretary 12/12/2019
Christopher Gibbons Treasurer/Vice chairperson 12/12/2018
lani m Lucena Secretary 23/07/2015
Suzanne Heta Secretary 9/12/2013
Frances Swann Manager/Ex-Officio 20/07/2005
Anita George Secretary 16/02/1977

Past Officers

Officer Name Position Past Since
Margaret Revell Committee Member 25/05/2023
Fifi Larsen Committee Member 8/12/2021
Christine Smith Chairperson 9/08/2021
Trish Pointer Vice chairperson/Committee Member 2/03/2019
Anita George Treasurer 12/12/2018
Alison Brookes Committee Member 9/09/2018
Kylie Donaldson Committee member 8/05/2018
Bronwyn Alexander Vice Chairperson 30/11/2016
Donna Wall Officer 13/05/2015
Donna Glasson Officer 4/03/2015

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)
13/10/2017 NOC011
20/05/2016 NOC010
5/05/2016 NOC009
16/10/2014 NOC008
27/12/2013 NOC007
17/12/2012 NOC004
17/12/2011 AR004
17/12/2011 NOC003
16/12/2010 AR003
4/03/2010 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.