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Charity Summary


Charity Details

Jubilee Christian Charitable Trust
CC24128
9429042648055
Registered

Registration details

8/05/2008
March 31

Address for service

PO Box 1192
Invercargill
9840
23A Forth Street
Invercargill 9810
Invercargill
9810

Charity's other details

032140942
jubilee@jubileebudget.co.nz
https://www.jubileebudget.co.nz
Jubilee Budget


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC24128

Purpose & Structure

Charitable Purpose

To continue to assist and enable the Jubilee Budget Service to build financial capability in the Southland community. The provision is there to use the Trust Accounts to manage clients day to day accounts, making payments on the clients behalf. In special circumstances, the budget advisers can apply for an interest free loan for their clients situation or to consolidate debts, in which they would repay the Trust at a negotiated amount.

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

Acts as an umbrella / resource body

To provide a Trust Account to manage paying bills on behalf of clients, supporting the Jubilee Budget Advisory Service. Also to provide interest free short term loans - where appropriate.

Social services

Education / training / research, Religious activities, Advancement of loans

General public

Family / whanau, Religious groups

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
31/03/2026 30/09/2026 - - - To be filed To be filed
31/03/2025 30/09/2025 19/09/2025 $13,832 $11,244 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/11/2024 29/11/2024 $27,474 $15,802 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 3/10/2023 $32,049 $6,181 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 24/02/2023 $9,527 $7,219 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 6/09/2021 27/10/2021 $3,646 $11,086 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 22/09/2020 $15,202 $6,223 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 8/10/2019 $5,480 $10,778 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 27/09/2018 $32,086 $22,135 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 11/10/2017 $24,005 $10,330 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Greg Ian Masters Trustee 16/09/2025
Stephen John Falconer Trustee / Treasurer 2/03/2021
Bevan John Simpson Trustee 30/06/1990

Past Officers

Officer Name Position Past Since
David Lyle Dumbleton Trustee 16/09/2025
George Russell McEwan Trustee 16/09/2025
Peter Ernest Laurie Trustee 16/09/2025
Susan Christina Marshall Treasurer / Trustee 25/09/2018
Simon Paul Tierney Trustee 10/04/2018

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)
29/01/2026 NOC019
4/06/2021 NOC012
17/03/2021 NOC011
19/04/2018 NOC007
24/03/2016 NOC004
2/11/2009 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.