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Charity Summary


Charity Details

Warkworth / Wellsford Budget Service Incorporated
MoneySmart
CC31080
9429043170579
Registered

Registration details

30/06/2008
June 30

Address for service

PO Box 90
Wellsford
940
C/- 1 Matheson Road
Wellsford
900

Charity's other details

021 423 788
admin@wwbudgetservice.co.nz
http://www.moneysmart.org.nz
MoneySmart NZ


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC31080

Purpose & Structure

Charitable Purpose

Warkworth/Wellsford Budget Service Inc provides free financial mentoring to clients who are experiencing financial hardship, with the aim of enabling them to become more financially capable and gain control of their finances.

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

Provides advice / information / advocacy

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

Social services

Education / training / research, Community development, Promotion of volunteering, Family Budgeting

Family / whanau

Children / young people, Older people, People with disabilities, People of a certain ethnic / racial origin, General public, Migrants / refugees, Religious groups, Anyone who requests

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 24/10/2025 $116,132 $118,781 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 12/12/2024 $106,473 $67,299 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 14/12/2023 $92,778 $67,216 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 19/12/2022 $90,245 $50,587 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 17/12/2021 $90,337 $56,292 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 23/12/2020 $51,338 $47,377 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 16/12/2019 $48,927 $50,031 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 19/12/2018 $49,516 $49,723 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 19/12/2017 $46,447 $47,440 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 22/12/2016 $44,723 $37,846 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Anne Steedman Minutes Secretary 10/10/2024
Elizabeth Allen Treasurer 1/07/2024
Sarah Gordon Management Committee 9/04/2024
Adrian Lorraine Tracz Vice Chairperson 10/10/2023
Robin Winston Hargrave Management Committee 10/10/2023
Richard Hall Management Committee 10/12/2019
Maureen Bernie Chairperson 11/04/2019
Heather MacKay Management Committee 11/12/2018

Past Officers

Officer Name Position Past Since
Joanne Walker Privacy Officer Health & Safety Officer 9/12/2025
Lynley Lewington Management Committee 14/10/2025
Christine Liggins Management Committee 10/10/2024
Angela Florence Bridson Treasurer 1/07/2024
Dianne Knight Management Committee member 10/10/2023
Jill Hetherington Member Management Committee 9/08/2022
Brian Waigth Management Committee Member 4/02/2022
Angela Buckton Member Management Committee 10/08/2021
Joanne Walker Co-ordinator 13/10/2020
Ian Gardner Committee Member 18/06/2019

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)
11/12/2025 NOC022
16/12/2019 NOC014
29/05/2019 NOC013
20/09/2016 NOC009
19/12/2014 NOC008
7/05/2012 AR005
19/12/2011 NOC004
28/06/2011 NOC003
20/12/2010 AR003
3/12/2009 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.