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Charity Summary


Charity Details

Timaru Budget Advisory Trust
CC22541
9429042981305
Registered

Registration details

3/04/2008
June 30

Address for service

PO Box 694
Timaru
7940
19 Beswick Street
Timaru 7910
Timaru
7910

Charity's other details

(03)6889383
enquiries@tbat.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC22541

Purpose & Structure

Charitable Purpose

Mission Statement The Timaru Budget Budget Advisory Trust is dedicated to the development of budgeting skills and financial competence through free, confidential and culturally appropriate advice, guidance and support to families and individuals who present or are referred for assistance.

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

Provides advice / information / advocacy

Provides services (e.g. care / counselling)

Education / training / research

Social services, Budget Advice Education

Other (please state)

(People Suffering Hardship - Burdened with Debt)

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 31/12/08 under Section 43 of the Charities Act 2005. The first annual return is due by 31/12/09.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2025 31/12/2025 19/12/2025 $49,481 $184,786 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 30/12/2024 $289,799 $267,443 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 27/11/2023 $260,683 $239,426 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 23/12/2022 $246,925 $178,942 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 22/12/2021 $254,744 $163,912 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 10/12/2020 $151,009 $175,389 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 3/09/2019 $179,026 $189,967 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 30/08/2018 $184,299 $200,912 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 7/09/2017 $227,374 $179,861 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 1/09/2016 $209,428 $199,216 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Carol Frances Jordan Trustee 18/11/2024
Donald John Macfarlane Trustee 18/11/2024
Donna O'Shea Trustee 23/11/2020

Past Officers

Officer Name Position Past Since
Catherine Neill Treasurer 8/09/2025
Karen Styles Trustee 8/09/2025
Tracey Marshall Chairperson 9/04/2025
Cheryl Margaret Rose Trustee 10/02/2025
Leticia Glover Deputy Chairperson 8/04/2024
Ronald James Scott Trustee 25/11/2022
Helen Rodgers Trustee 26/07/2021
Bruce Alan Hannan Trustee 25/01/2021
Helena Love Trustee & Board Treasurer 23/11/2020
Irene Marie Swaney Trustee and Board member 23/11/2020

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)
5/09/2025 NOC037
30/05/2025 NOC036
12/03/2025 NOC035
6/12/2024 NOC033
14/10/2024 NOC032
27/11/2023 NOC030
29/08/2023 NOC029
7/03/2023 NOC028
6/09/2022 NOC026
15/06/2022 NOC025

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.