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Charity Summary


Charity Details

Waihi Budget Service Charitable Trust
CC27142
9429052080944
Registered

Registration details

30/06/2008
June 30

Name change history

Name Effective Date
Waihi Budget Service Incorporated 30/06/2008
Waihi Budget Service Charitable Trust 6/03/2026

Address for service

102 Seddon Street
Waihi
3610

Charity's other details

07 8637793
wfbs@xtra.co.nz
https://www.waihibudgeting.co.nz/


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC27142

Purpose & Structure

Charitable Purpose

The Waihi Budgeting Service is dedicated to providing free, confidential, strength based, non-judgmental financial mentoring to families and individuals in Waihi and surrounding areas.. This includes continuing to have a dedicated, well-trained group of people to provide ongoing budget advice and financial mentoring.

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

Provides advice / information / advocacy

Provides services (e.g. care / counselling), Budgeting

Other (please state)

(Budgeting), Education / training / research, Social services, Promotion of volunteering

Family / whanau

General public

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 31/12/2025 25/11/2025 $118,013 $212,734 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 26/11/2024 $137,009 $193,755 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 5/12/2023 $157,413 $148,231 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/01/2023 8/05/2023 $194,564 $91,307 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 26/11/2021 $159,283 $106,033 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 8/01/2021 $91,458 $92,200 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 24/10/2019 $79,821 $107,312 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 14/10/2019 $79,307 $108,970 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 13/12/2017 $107,565 $88,398 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 11/12/2016 $115,782 $103,019 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Monique Marie Gardiner Board Member 16/10/2024
Peter Downes Morten Chairperson 20/08/2024
Jill Margaret Proudfoot Committee Member 29/11/2023
Paul Graeme Anderson Vice Chairman 12/01/2023
Lorraine Morten Treasurer 1/05/2022
Annette Reddick Secretary 18/11/2020

Past Officers

Officer Name Position Past Since
Corrina Roxane Fairburn Board member 1/06/2025
Mervyn Kenneth Lauder Committee Member 17/09/2024
Monique Marie Gardener Board member 12/09/2024
Michael Hayden Chair 20/08/2024
Gaylene Clark Committee Member 29/11/2023
Amber Ngaronoa Prouting Committee Member 23/11/2023
Tracey Mouat Committee Member 1/05/2023
Katrina Maxwell Committee Member 31/01/2023
Yvonne Lea Rodgers Treasurer 1/02/2022
Kaye Robinson Treasurer 17/11/2021

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)
16/03/2026 NOC028
6/03/2026 NOC027
25/11/2025 NOC025
4/12/2024 NOC024
26/08/2024 NOC022
1/02/2023 NOC019
1/12/2022 NOC018
29/11/2021 NOC017
29/11/2021 NOC016
8/07/2021 NOC014

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.