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Charity Summary


Charity Details

Waiheke Budgeting Services Trust
CC30590
9429042948575
Registered

Registration details

30/06/2008
June 30

Address for service

PO Box 161
Waiheke Island
1840
6 Putiki Road
Ostend
Waiheke Island
1081

Charity's other details

(09)3726300
(09)3722003
toni.carey@waihekebudgeting.org.nz
http://www.waihekebudgeting.org.nz
https://www.facebook.com/waihekebudgeting


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC30590

Purpose & Structure

Charitable Purpose

The Waiheke Budgeting Services Trust aims to provide free and confidential budgeting advice and debt management assistance to families and individuals on Waiheke Island. We seek to provide quality information, support, encouragement and understanding when assisting individuals and families to regain control over their financial situation.

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

Provides advice / information / advocacy

Provides services (e.g. care / counselling), Provides human resources (e.g. staff / volunteers)

Community development

Education / training / research, Social services

Family / whanau

Children / young people, Older people, 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 27/12/2025 $284,633 $285,757 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 12/12/2024 $216,418 $323,301 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 2/01/2024 $255,646 $315,317 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 15/12/2022 $458,014 $397,363 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 15/12/2021 $265,769 $244,171 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 29/11/2020 $230,790 $183,812 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 28/12/2019 $193,970 $171,323 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 6/12/2018 $198,761 $165,016 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 30/01/2018 $158,668 $170,854 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 25/01/2018 $180,174 $177,895 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
David Norman Sharpe Trustee 19/06/2018
Jane Megan Glover Trustee 29/11/2017
Kevin Martin Trustee 4/12/2014
Janet Vincent Treasurer 1/01/2008

Past Officers

Officer Name Position Past Since
Dave Malan Trustee 3/12/2025
Carol Robertson Trustee 19/06/2018
Paul Turnbull Trustee 29/11/2017
Paul Cowan Trustee 30/11/2016
Brian Long - 4/12/2014
John Gray Robertson Trustee 4/12/2014
Hilton Lomond Stewart Trustee 29/09/2010
William Bain Morgan Trustee 1/07/2010

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)
25/02/2026 NOC019
7/09/2020 NOC012
26/09/2015 NOC007
27/01/2015 NOC006
2/01/2013 AR005
3/04/2012 AR004
3/02/2011 AR003

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.