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Charity Summary


Charity Details

Marton And Districts Budget Service Incorporated
Marton And Districts Home Budgeting Service
CC24320
9429043033911
Registered

Registration details

13/05/2008
June 30

Address for service

65 King Street
Marton
4710
184A Broadway
Marton 4710
Marton
4710

Charity's other details

06 327 4537
martonbudgetservice@gmail.com
Marton and Districts Budget Service


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC24320

Purpose & Structure

Charitable Purpose

To assist persons and families (clients) to get to a sustainable financial position and to then impart the skills necessary through budgeting so that clients can live within their means. One-to-one budgeting services are provided free of charge. A small fee may apply to group courses for recovery of costs.

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, Promotion of volunteering, Financial Management - Help People to Manage their financial resources

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 12/11/2025 $189,453 $126,232 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 12/12/2024 $82,787 $111,523 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 31/10/2023 $82,443 $82,569 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 29/09/2022 $93,950 $85,500 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 2/11/2021 $116,465 $60,088 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 29/10/2020 $49,920 $45,976 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 30/10/2019 $52,678 $37,774 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 4/10/2018 $41,571 $33,366 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 7/12/2017 $47,109 $38,683 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 3/05/2017 $53,665 $40,027 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Anne Denise Weymouth Secretary 24/09/2024
Belinda Eve Harvey-Larsen Chair 24/09/2024
Christina Mary Marcroft Manager 1/01/2020
Judith Anne Rush Treasurer 12/11/2013

Past Officers

Officer Name Position Past Since
Vicki Joy Ritter Chair 16/09/2025
Esther Irene Taylor Chair 24/09/2024
Christina Mary Marcroft Secretary 17/10/2023
Aroha Bernadette Nicoll Secretary 7/07/2022
Lisa Frost Secretary 31/12/2019
Wendy Ann Lee Secretary 21/06/2018
Jennifer Anne Cockayne Secretary 31/10/2016
Christina Marcroft Secretary 18/11/2015
Angela Coleman Chairperson 6/11/2014
Graham Moore Vice-Chairperson 12/11/2013

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)
2/04/2025 NOC026
8/10/2024 NOC024
31/10/2023 NOC022
29/10/2020 NOC018
4/07/2019 NOC016
3/05/2017 NOC012
5/03/2015 NOC011
11/12/2014 NOC010
11/06/2014 NOC009
20/11/2013 NOC008

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.