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Charity Summary

This is the charity information for: Budget First Incorporated.

Charity Details

Deregistration details

Legal name of the Charity:

Budget First Incorporated

Registration number:

CC10419

NZBN number:

9429042721741

Current Status:

Deregistered

Deregistration Date Requested:

19/06/2024

Deregistration Reason:

The charity is closing down permanently or has closed down (winding up)

Financial information at the time of Deregistration:

Accumulated Assets and Income:

Liabilities:

Below are details of Budget First Incorporated at the date of deregistration:

Legal name of the Charity:

Budget First Incorporated

Registration number:

CC10419

NZBN number:

9429042721741

Current Status:

Deregistered

Registration details

Date of Registration:

11/06/2007

Balance Date:

June 30

Registration history

Registration Action	Date effective	Reason
De-registered	19/06/2024	The charity is closing down permanently or has closed down (winding up)
Registered	11/06/2007

Name change history

Name	Effective Date
Hastings Budget Advisory Service Incorporated	11/06/2007
Budget First Incorporated	18/12/2017

Address for service

Charity's Postal Address:

PO Box 1445

Hastings

4156

Charity's other details

Phone:

06 878 0530

Fax:

06 878 0062

Email:

info@budgetfirst.co.nz

Website:

https://www.budgetfirst.co.nz

Facebook:

https://www.facebook.com/budgetfirstnz

Other Social Network:

https://www.instagram.@budgetfirsthb

Areas of Operation:

Hawke's Bay

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC10419

Purpose & Structure

Charitable Purpose

Our vision is that all people in Hawke’s Bay can manage their finances competently and our mission is to grow whanau budgeting skills through a supportive and confidential service.”

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

Activities:

Provides advice / information / advocacy

Sectors:

Social services

Budget Advice

Beneficiaries:

General public

Children / young people, Older people, People with disabilities, Family / whanau, Migrants / refugees

Entity Structure

We are an Incorporated Society and Registered Charity. Our Executive Board oversees the operation and is comprised of a Chairman, Secretary, and Treasurer as Office holders and up to a maximum of seven Committee members. All Officers and Committee Members are elected annually at our AGM held in September each year.

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 2007 under Section 43 of the Charities Act 2005. The first annual return is due by 31 December 2008.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements	Annual Return Summary
30/06/2024	31/12/2024	-	-	-	To be filed	To be filed
30/06/2023	31/12/2023	11/04/2024	$632,665	$553,306	Included in Annual Return
30/06/2022	28/02/2023	10/02/2023	$675,472	$532,972	Included in Annual Return
30/06/2021	31/12/2021	22/12/2021	$614,796	$401,801	Included in Annual Return
30/06/2020	31/12/2020	9/12/2020	$361,604	$321,726	Included in Annual Return
30/06/2019	31/12/2019	29/10/2019	$320,585	$291,466	Included in Annual Return
30/06/2018	31/12/2018	27/09/2018	$260,674	$249,570	Included in Annual Return
30/06/2017	31/12/2017	19/12/2017	$242,662	$212,329	Included in Annual Return
30/06/2016	31/12/2016	21/12/2016	$255,301	$201,143	Included in Annual Return
30/06/2015	31/12/2015	22/12/2015	$219,130	$223,393	Included in Annual Return
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Officer Details

Officers

Officer Name	Position	Effective Date
Michelle Middelberg	Officer	21/09/2021
Lisa Pohatu	Officer	23/11/2020
Paul Tait	Chairman	29/09/2020
Victoria Wilson	Officer	29/09/2020
Hannah Diana Fisher	Secretary	27/09/2017

Past Officers

Officer Name	Position	Past Since
John Stinson	Committee member	21/09/2021
Shelley Erin Hanna	Officer	21/09/2021
Elisabeth Rongomaiwahine Hohi	committee member	29/09/2020
Michael David Barham	Officer	29/09/2020
Angela Wright	committee member	30/06/2020
Heugh Chappell	Officer	20/09/2018
James William Arthur Hubble	committee member	30/07/2018
Marianne Wynands	committee member	28/06/2016
Jane Peacock	Committee member	24/09/2015
Janet Louise Harris	Secretary - Treasurer	24/09/2015
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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)
24/11/2022	NOC022
11/11/2020	NOC019
9/10/2017	NOC015
14/03/2016	NOC013
22/12/2015	NOC012
8/06/2015	NOC011
9/02/2015	NOC010
13/12/2013	NOC009
6/12/2012	AR006
30/08/2012	NOC004
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Charity Documents

Date Uploaded	Document Type	Reference Name