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Charity Summary


Charity Details

Hamilton Household Budgeting Advisory Trust
Hamilton Budgeting Advisory Trust
CC21843
9429042697060
Registered

Registration details

13/03/2008
June 30

Address for service

PO Box 91
Waikato Mail Centre
Hamilton Central
Hamilton
3240
218 Anglesea Street
Hamilton Central
Hamilton
3204

Charity's other details

(07)8381339
manager@budgeting.co.nz
http://www.budgeting.co.nz
https://www.facebook.com/HamiltonBudgetingAdvisoryTrust
https://twitter.com/BudgetingTrust


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC21843

Purpose & Structure

Charitable Purpose

The Trust's purpose is to assist persons and families (clients) get to a sustainable financial position and to then impart the skills necessary through budgeting so that clients can live within their means. Budgeting services are provided free of charge.

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

Other (please state)

(Building Financial Capability)

Social services

Education / training / research

Family / whanau

Children / young people, Other charities, Voluntary bodies other than charities, Older people, People with disabilities, People of a certain ethnic / racial origin, General public, Migrants / refugees

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.

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 31/01/2026 3/02/2026 $313,853 $367,394 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 12/12/2024 $427,564 $434,818 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 20/12/2023 $509,714 $529,906 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 7/12/2022 $445,086 $387,723 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 6/12/2021 $385,508 $365,652 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 23/11/2020 $277,765 $276,926 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 12/11/2019 $281,901 $281,038 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 8/11/2018 $275,847 $288,274 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 21/12/2017 $235,273 $247,358 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 29/09/2016 $257,367 $241,309 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Chantelle Holland Trustee 20/06/2024
Kerry Hadaway Trustee 2/10/2023
Bryan Ross Corfield Trustee 6/07/2018
Andrew Craig Sing Trustee 22/06/2016
Stephen King Chairman 14/03/2008

Past Officers

Officer Name Position Past Since
Matthew Cheney Allison Trustee 27/02/2025
Peter Makara Trustee 14/05/2024
Peter Clough Trustee 22/08/2023
James David McNulty Trustee 21/08/2023
Dee Holmes Trustee 14/12/2021
Andrew Smith Trustee 17/11/2020
Tamara Mary Marsden Trustee 20/10/2020
Barbara Matthews Trustee 29/05/2018
Murray Reeve Trustee 22/06/2016
Craig Philip Williams Trustee 22/04/2016

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)
27/08/2025 NOC037
13/03/2025 NOC036
15/05/2024 NOC034
22/08/2023 NOC031
21/08/2023 NOC030
16/12/2021 NOC028
2/02/2021 NOC025
30/11/2020 NOC024
20/10/2020 NOC022
17/07/2018 NOC019

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.