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Charity Summary


Charity Details

Whanganui Budget Advisory Service Incorporated
CC23846
9429042838623
Registered

Registration details

4/05/2008
June 30

Name change history

Name Effective Date
Wanganui Budget Advisory Service Incorporated 4/05/2008
Whanganui Budget Advisory Service Incorporated 11/12/2019

Address for service

PO Box 7213
Whanganui
4541
183 Wicksteed Street
Whanganui 4500
Whanganui
4500

Charity's other details

06 345 3746
wbas@wbas.org.nz
https://www.wbas.org.nz
www.facebook.com/wbas.org.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC23846

Purpose & Structure

Charitable Purpose

Mission Statement - The Whanganui Budget Advisory Service Incorporated is dedicated to the development and education of budgeting skills through community programmes and free advice from a supportive, confidential and culturally aware service via financial members, governance board and other members. Objectives - ٭ Help manage their financial resources more effectively for the benefit of the family unit as whole and for family members individually. ٭ Provide long term management for finances where appropriate. ٭ Promote communication and liason between family budgeting services, local community organisations, local authorities, commercial organisations and individuals in all aspects of family budgeting advice. ٭ Recruit, select and train volunteers for budget advisory work. ٭ Engage promotional and educational activities regarding household/family budgeting, to foster public awareness of family budgeting as a means of managing a family's financial resources.

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

Provides advice / information / advocacy

Provides human resources (e.g. staff / volunteers)

Social services

Education / training / research, Health, Community development

Family / whanau

Children / young people, Older people, People with disabilities, People of a certain ethnic / racial origin, 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 20/11/2025 $199,247 $255,658 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 12/12/2024 $228,337 $249,609 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 16/11/2023 $221,535 $193,879 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 1/12/2022 $358,874 $181,072 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 15/12/2021 $133,256 $140,092 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 3/12/2020 $101,366 $110,188 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 11/12/2019 $98,568 $101,016 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 28/11/2018 $99,763 $103,024 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 13/12/2017 $102,783 $99,561 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 23/11/2016 $110,028 $101,449 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
John Grahame Gillespie Governance Board Treasurer 10/11/2025
Barbara Joy Walden Governance Board Member 30/10/2025
Brian Claude Milham Governance Board Member 31/10/2024
Kathleen Steele Governance Board Member 31/10/2024
Shirna Mary Matthews Governance Board Member 26/10/2023
Dick Russell Thompson Governance Board Chairman 28/10/2021
Warwick Bullen Governance Board Member 29/08/2019

Past Officers

Officer Name Position Past Since
Gregory Morris Treasurer 10/11/2025
Dominique Bolt Governance Board Member 14/04/2025
Annelies Ter Brake Governance Board Member 31/10/2024
John Clive Rennie Chairman 31/10/2024
Kate Barnes Governance Board Member 31/10/2024
Kerry Leslie Delaney Governance Board Member 31/10/2024
Renee Blaise Peters Governance Board Member 31/10/2024
Rosemary Heather Higgie Governance Board Member 26/10/2023
Shirna Matthews Governance Board Member 28/10/2021
Nicola Vernon Governance Board Member 11/10/2021

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)
14/11/2024 NOC042
16/11/2023 NOC040
15/12/2021 NOC037
19/05/2021 NOC036
26/11/2020 NOC034
30/09/2020 NOC033
11/12/2019 NOC031
6/09/2017 NOC027
6/09/2017 NOC026
6/09/2017 NOC025

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.