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Charity Summary

This is the charity information for: Jubilee Christian Charitable Trust.

Charity Details

Legal name of the Charity:

Jubilee Christian Charitable Trust

Registration number:

CC24128

NZBN number:

9429042648055

Current Status:

Registered

Registration details

Date of Registration:

8/05/2008

Balance Date:

March 31

Address for service

Charity's Postal Address:

PO Box 1192

Invercargill

9840

Charity's Street Address:

23A Forth Street

Invercargill 9810

Invercargill

9810

Charity's other details

Phone:

032140942

Email:

manager@jubileebudget.co.nz

Website:

https://www.jubileebudget.co.nz

Facebook:

Jubilee Budget

Areas of Operation:

Southland

Organisation with a focus on the following communities:

N/A

View Charity Link:

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

Purpose & Structure

Charitable Purpose

To relieve financial hardship and improve the financial wellbeing and resilience of individuals and whānau across Southland. Through Jubilee Budget Advisory Service, the Trust provides free financial mentoring, advocacy, financial education and practical money-management support, including Total Money Management. In limited circumstances, people experiencing genuine financial hardship may also be considered for a small interest-free support loan to meet essential needs or assist with unmanageable debt.

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

Activities:

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.

Sectors:

Social services

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

Beneficiaries:

General public

Family / whanau, Religious groups

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

Entities your charity controls

Name	CC Registration Number
Jubilee Budget Advisory Service Ltd	CC27333
Jubilee SuperGrans Limited	CC58610

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
31/03/2026	30/09/2026	18/09/2026	$5,766	$20,096	Included in Annual Return
31/03/2025	30/09/2025	19/09/2025	$13,832	$11,244	Included in Annual Return
31/03/2024	30/11/2024	29/11/2024	$27,474	$15,802	Included in Annual Return
31/03/2023	30/09/2023	3/10/2023	$32,049	$6,181	Included in Annual Return
31/03/2022	30/09/2022	24/02/2023	$9,527	$7,219	Included in Annual Return
31/03/2021	6/09/2021	27/10/2021	$3,646	$11,086	Included in Annual Return
31/03/2020	30/09/2020	22/09/2020	$15,202	$6,223	Included in Annual Return
31/03/2019	30/09/2019	8/10/2019	$5,480	$10,778	Included in Annual Return
31/03/2018	30/09/2018	27/09/2018	$32,086	$22,135	Included in Annual Return
31/03/2017	30/09/2017	11/10/2017	$24,005	$10,330	Included in Annual Return
1

Officer Details

Officers

Officer Name	Position	Effective Date
Greg Ian Masters	Secretary / Trustee	16/09/2025
Stephen John Falconer	Treasurer / Trustee	2/03/2021
Bevan John Simpson	Chair/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)
3/07/2026	NOC020
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

Date Uploaded	Document Type	Reference Name