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Charity Summary


Charity Details

Rotorua Budget Advisory Service Incorporated
CC28463
9429042735274
Registered

Registration details

30/06/2008
June 30

Address for service

PO Box 410
Rotorua
3040
1247 Pukuatua Street
Rotorua 3010
Rotorua
3010

Charity's other details

07 346 3236
07 346 3236
rbas@rotoruabudgetadvice.co.nz
https://www.rotoruabudgetadvice.co.nz
https://www.facebook.com/RotoruaBudgetAdvisoryService


Organisation with a focus on the following communities:

Focuses on outcomes for Māori

https://www.register.charities.govt.nz/Charity/CC28463

Purpose & Structure

Charitable Purpose

Like the fern bird, we want the people of Rotorua to be hands on in using the resources they have for their own best purposes. The fern bird uses as many bushes as it needs to make its shelter. We see ourselves as one of many collaborating organizations and groups to ensure the people of Rotorua have the help they need to ensure they have a good life. To do this we will provide high quality personal financial education and advice. Our services will encourage our community to participate in positive ways to build their own financial capability; have enough money to cover their needs; achieve aspirations; have confidence and skills with money to ensure a positive future for themselves and their family.

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

Other (please state)

(Building Financial Capability and resilience of individuals, whanau and general public of Rotorua (and New Zealand))

Other (please state)

(Building the financial capability of individuals, whanau and the general public and Maori of Rotorua (and New Zealand))

General public

Children / young people, Older people, People with disabilities, Family / whanau, 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 22/10/2025 $332,987 $317,829 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 20/11/2024 $308,448 $305,233 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 6/12/2023 $321,964 $244,396 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 29/11/2022 $260,875 $226,978 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 19/11/2021 $267,749 $204,881 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 20/11/2020 $145,023 $199,161 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 26/11/2019 $156,187 $194,299 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/01/2019 19/12/2018 $170,966 $193,426 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 10/11/2017 $211,493 $217,038 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 22/09/2016 $258,260 $247,141 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Christopher Karamea Insley Chairman 31/03/2021
Geoffrey Charles Cleveland Secretary 31/03/2021
Kiti Herina Ransfield-King Governance Committee Member 31/03/2021
Marcia Josephine Insley Governance Committee Member 31/03/2021
Marie Bernadette Townes Governance Committee Member 31/03/2021
Pakanui NihoNiho Tuhura Treasurer 20/09/2016

Past Officers

Officer Name Position Past Since
Athol Brooks Governance Committee Member 17/06/2025
Richard Thomas Bird Secretary 30/10/2023
Leigh Anne Richards Secretary 17/10/2022
Conan O'Brien Committee Member 31/03/2021
Fergus Cumming Committee Member 31/03/2021
Judith Anne Keaney Patron 31/03/2021
Lorraine Moore Treasurer 31/03/2021
Mark Gould Committee Member 31/03/2021
Peter Francis Jones Chairman 31/03/2021
Barry Lane Committee Member/Ex-Officio Officer 15/02/2021

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)
6/11/2023 NOC023
31/03/2021 NOC020
25/06/2020 NOC018
2/06/2020 NOC017
29/11/2018 NOC014
29/11/2017 NOC013
3/06/2016 NOC010
18/11/2014 NOC009
18/11/2014 NOC008
11/11/2013 NOC007

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.