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Charity Summary


Charity Details

Wairoa Financial Literacy Service Incorporated
CC25029
9429042884477
Registered

Registration details

28/05/2008
June 30

Name change history

Name Effective Date
Wairoa Budget Advisory Service Incorporated 28/05/2008
Wairoa Financial Literacy Service Incorporated 3/05/2017

Address for service

90 Queen Street
Wairoa
4108

Charity's other details

06 838 6921
06 838 6924
wairoabas@xtra.co.nz
https://www.wairoa-financial-literacy.co.nz
www.wairoa-financial-literacy.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC25029

Purpose & Structure

Charitable Purpose

Provision of a budgeting service within the area covered by the Wairoa District in its entirety but geographical limits of which may be varied from time to time by the Management Committee. The Service will: Help people manage, more effectively, their financial resources for the benefit of the family unit as a whole and for the family members individually. Provide long term management of finances where appropriate. Promote communications and liaison between family budgeting services, local community organisations, local authorities, commercial organisations and individuals in all aspects of financial capability. Recruit, select and train volunteers for budget advisory work. Engage in promotional and educational activities regarding household/family budgeting to foster public awareness of family budgeting as a means of managing a family' financial resources. Do all such lawful things as may be deemed incidental or conducive to the attainment of the forgoing objects or any of them.

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

Provides advice / information / advocacy

Provides human resources (e.g. staff / volunteers), Food bank/budget advice

Social services

Accommodation / housing, Education / training / research, Food bank

Family / whanau

Children / young people, Older people, People with disabilities, People of a certain ethnic / racial origin, General public

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 10/12/2025 $137,264 $175,357 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 21/11/2024 $225,916 $223,651 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 29/02/2024 1/03/2024 $278,805 $231,946 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 30/11/2022 $239,694 $208,975 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 9/11/2021 $204,029 $160,529 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 12/11/2020 $101,178 $112,341 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 21/01/2020 Restricted Restricted Restricted Restricted
30/06/2018 31/12/2018 3/10/2018 $101,526 $104,824 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 14/12/2017 $125,269 $119,795 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 14/12/2016 $129,360 $139,776 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Angelique Sharee Clapham Trustee 27/03/2024
Hine Te Maipi Trustee 27/03/2024
Janet Rangimarie Galloway Trustee 27/03/2024
Ngaio May Bell Trustee 27/03/2024
Stephenie Whakapai Rumble Trustee 27/03/2024
Marylyn Kelland Chair 23/11/2022
Marilyn Ioakimi Trustee 18/08/2010

Past Officers

Officer Name Position Past Since
Marilyn Barbarich Secretary 9/05/2024
Rowena Christie Treasurer 9/05/2024
Ngaio Bell Trustee 23/11/2023
Christine Marea Rofe Trustee 16/11/2023
Tracey Shane Couper Trustee 16/11/2023
Ian George Gemmell Trustee 23/11/2022
Stephenie Whakapaka Rumble Trustee 5/05/2022
Bernadine Hamlin Chairperson 14/10/2021
Brian Stanley Higgins Trustee 26/09/2019
Beverly Macharper Board Member 28/11/2016

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)
3/04/2024 NOC025
3/04/2024 NOC024
27/03/2024 NOC023
30/11/2022 NOC020
23/05/2022 NOC019
30/09/2019 NOC016
30/10/2018 NOC014
3/05/2017 NOC011
8/12/2016 NOC008
10/12/2013 NOC006

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.