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Charity Summary


Charity Details

Te Aroha Family Budgeting Services Charitable Trust
CC25455
9429052976735
Registered

Registration details

7/06/2008
June 30

Name change history

Name Effective Date
Te Aroha Family Budgeting Services Incorporated 7/06/2008
Te Aroha Family Budgeting Services Charitable Trust 21/11/2025

Address for service

5 Church Street
Te Aroha
3320

Charity's other details

07 884 7490
fm2@tabudget.org.nz
https://www.budgetinginmotion.org.nz\tearoha
tearoha budget


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC25455

Purpose & Structure

Charitable Purpose

Te Aroha Family Budgeting Services Charitable Trust is dedicated to the development and education of budgeting skills through community programs and free advice from supportive, confidential and culturally aware services.

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

Provides advice / information / advocacy

Budget Service

Social services

Budget Services

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 23/11/2025 $26,197 $63,106 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 22/08/2024 $41,502 $55,717 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 4/10/2023 $92,316 $55,734 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 11/11/2022 $63,815 $62,194 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 9/11/2021 $76,068 $50,053 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 14/09/2020 $50,105 $42,029 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 19/08/2019 $34,737 $42,840 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 9/10/2018 $32,016 $44,586 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 5/02/2018 $51,393 $40,815 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 14/11/2016 $52,376 $43,820 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Evelyn Munro Trustee 29/10/2025
Robyn Stewart Trustee 29/10/2025
Sarah Louise Matafeo-Ross Trustee 29/10/2025
Stephen Collecutt Trustee 29/10/2025
Allison Joyce Edwards Chair / Trustee 19/08/2024
Rosalyn Hirawani Vice Chair / Trustee 17/10/2022
Lynette Diane Beer Treasurer/Secretary - Trustee 1/07/2017

Past Officers

Officer Name Position Past Since
Colin Hepper Chair Person 17/06/2024
Gloria Kaye Budgen Secretary 16/10/2022
Gloria Kaye Budgen Chairperson 16/10/2022
Marilyn Lovegrove Vice-Chairperson 13/12/2021
Shirley Douglas Gillard Chairperson 13/12/2021
Sandie Family Cooper Secretary 18/10/2021
Pamela Anne Mohring Secretary 31/07/2019
Marion June Barnes Vice Chairperson 31/03/2019
Frances June Wyatt Treasurer 30/06/2017
Jocelyn Alice Nielsen Correspondence Secretary / Treasurer 30/06/2016

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)
24/11/2025 NOC031
22/07/2025 NOC029
18/07/2025 NOC028
8/07/2024 NOC025
16/09/2023 NOC023
16/09/2023 NOC022
30/08/2022 NOC020
25/01/2022 NOC019
25/01/2022 NOC018
25/01/2022 NOC016

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.