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Charity Summary

This is the charity information for: Tauranga Budget Advisory Service Incorporated.

Charity Details

Deregistration details

Tauranga Budget Advisory Service Incorporated
Bay Financial Mentors - Tau Awhi Noa
CC21531
9429042862079
Deregistered
30/06/2024
Other

Financial information at the time of Deregistration:

$0
$0

Below are details of Tauranga Budget Advisory Service Incorporated at the date of deregistration:

Tauranga Budget Advisory Service Incorporated
Bay Financial Mentors - Tau Awhi Noa
CC21531
9429042862079
Deregistered

Registration details

3/03/2008
June 30

Registration history

Registration Action Date effective Reason
De-registered 30/06/2024 A charitable trust with the same purpose has been established and all assets and contracts transferred to it.
Registered 3/03/2008

Address for service

PO Box 15132
Tauranga
3144
Historic Village
17th Avenue West
Tauranga
3112

Charity's other details

(07)5780969
gm@bfm.org.nz
https://www.bfm.org.nz
www.facebook.com/TgaBudgetService


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC21531

Purpose & Structure

Charitable Purpose

Our trained Team of Financial Mentors builds on the strengths and skills of our clients to enable them to develop their financial capability

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

Provides advice / information / advocacy

Provides services (e.g. care / counselling)

Social services

Education / training / research

Family / whanau

Children / young people, Older people, People with disabilities, General public, Migrants / refugees

Entity Structure

Governance Committee: Our constitution states that the Officers of the service Chair, Vice Chair and Treasurer, together with up to six other Committee Members. Operational structure: Our operations are managed by paid staff and supported by a small number of volunteers. We employ a General Manager, Financial Mentors, administrator, operations and marketing support.

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 31/12/2008 under Section 43 of the Charities Act 2005. The first annual return is due by 31/12/2009.

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 30/10/2023 $970,687 $737,604 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 28/10/2022 $910,752 $639,611 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 2/11/2021 $869,802 $614,083 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 30/10/2020 $506,365 $450,629 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 30/10/2019 $410,652 $404,610 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 26/10/2018 $411,881 $400,642 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 28/11/2017 $392,223 $322,045 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 22/11/2016 $260,671 $241,044 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2015 31/12/2015 18/11/2015 $238,260 $212,753 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details

Officers

Officer Name Position Effective Date
Mathew Carl Brown Committee Member 18/07/2022
Maira Carmela Wilson (Walding) Treasurer 24/02/2022
Anthony Steven Craig Robertson Committee Member 22/10/2020
Jessica Barton Plumpton Committee Member 22/10/2020
Julie Barton Foxley Committee Member 22/10/2020
Shirley Gail McCombe Manager 25/03/2019
Cathy Jean Brown Vice Chair 27/10/2016
Terese Marie James Chair 27/10/2016

Past Officers

Officer Name Position Past Since
Graham Beswick Committee Member and Treasurer 28/10/2021
Ryan Gary Henderson Secretary 15/07/2021
Rachel Pinn President 22/10/2020
Jason Edgecombe Committee Member 17/03/2020
Reweti TeMete Committee Member 17/03/2020
Bari Tamihana Committee Member 20/02/2020
Michelle Harrison Treasurer 24/10/2019
Tam McDonald Committee Member 24/10/2019
Hilary Cutfield Committee member 1/06/2019
Sheldon Nesdale Committee member 1/06/2019
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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)
17/10/2022 NOC025
18/01/2022 NOC024
15/12/2021 NOC023
9/12/2021 NOC022
5/10/2020 NOC019
5/11/2019 NOC018
30/10/2019 NOC017
20/06/2019 NOC015
22/04/2016 NOC011
20/04/2016 NOC010
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Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.