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Charity Summary


Charity Details

Budget Advisory Service (Whakatane) Inc
Financial Mentoring Service
CC21835
9429042603238
Registered

Registration details

13/03/2008
June 30

Address for service

37 Goulstone Road
Whakatane
3120

Charity's other details

(07) 307 1390
N/A
info@budgetwhk.nz
http://whakatanefms.com
financialmentoringservice


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC21835

Purpose & Structure

Charitable Purpose

Mission Statement: To enable people to be financially capable.

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

Provides advice / information / advocacy

Provides services (e.g. care / counselling)

Social services

Education / training / research

General public

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

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 4/11/2025 $208,764 $220,900 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 29/10/2024 $309,088 $244,083 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 20/10/2023 $290,270 $241,403 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 31/10/2022 $263,132 $196,266 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 24/11/2021 $220,954 $184,826 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 24/11/2020 $161,560 $165,273 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 26/11/2019 $157,498 $195,892 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 13/11/2018 $107,603 $182,755 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 7/12/2017 $164,402 $184,643 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 5/12/2016 $215,502 $167,113 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Peter Bull Treasurer 17/10/2024
Vittorio Luca Secretary 17/10/2024
Terri Louise Wilkins Chairperson 19/10/2023
Derek Paul Te Aotonga Deputy Chairperson 20/10/2022

Past Officers

Officer Name Position Past Since
Bonnie Cherrington Deputy Chairperson 18/10/2024
Dr Vittorio Luca Treasurer and Secretary 19/10/2023
Malcolm Whitaker Deputy Chairperson 20/10/2022
Brent Ranapia Day Chairperson 29/07/2021
Betty Hudson Treasurer 22/10/2020
Toni Boynton Maori Representative/Committee Member 22/10/2020
Ulric David Michel Sparks Chairperson 22/10/2020
Brian Newton Chairperson 18/02/2020
Kathleen Ross Secretary 18/02/2020
Ann Dennis Committee Member 29/10/2019

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)
18/10/2024 NOC033
27/02/2020 NOC028
15/01/2020 NOC027
15/01/2020 NOC026
25/10/2019 NOC024
21/10/2019 NOC023
27/08/2019 NOC022
13/08/2019 NOC021
18/06/2019 NOC020
19/12/2018 NOC019

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.