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Charity Summary

This is the charity information for: Budget Service Marlborough Incorporated.

Charity Details

Deregistration details

Legal name of the Charity:

Budget Service Marlborough Incorporated

Other Name (inc Trading Name):

Marlborough Family Budgeting Service Incorporated

Registration number:

CC28345

NZBN number:

9429042782308

Current Status:

Deregistered

Deregistration Date Requested:

30/06/2019

Deregistration Reason:

The charity is closing down permanently or has closed down (winding up)

Financial information at the time of Deregistration:

Accumulated Assets and Income:

Liabilities:

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

Legal name of the Charity:

Budget Service Marlborough Incorporated

Other Name (inc Trading Name):

Marlborough Family Budgeting Service Incorporated

Registration number:

CC28345

NZBN number:

9429042782308

Current Status:

Deregistered

Registration details

Date of Registration:

30/06/2008

Balance Date:

June 30

Registration history

Registration Action	Date effective	Reason
De-registered	30/06/2019	The charity is closing down permanently or has closed down (winding up)
Registered	30/06/2008

Name change history

Name	Effective Date
The Marlborough Family Budgeting Service Incorporated	30/06/2008
Budget Service Marlborough Incorporated	28/11/2017

Address for service

Charity's Postal Address:

212 Maxwell Road

Redwoodtown

Blenheim

7201

Charity's other details

Phone:

03 5794181

Fax:

Email:

fionapatrick70@yahoo.co.nz

Facebook:

Areas of Operation:

Nelson - Marlborough - Tasman

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC28345

Purpose & Structure

Charitable Purpose

To enable people to achieve successful financial outcomes by providing free non-judgemental financial mentoring to the Marlborough community

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

Activities:

Provides advice / information / advocacy

Sectors:

Social services

Education / training / research

Beneficiaries:

General public

Entity Structure

3 paid employees, and volunteer advisors. The Governance Board is volunteer based including a Chairperson, Treasurer, Secretary and committee

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
30/06/2019	31/12/2019	23/10/2019	$8,980	$45,688	Included in Annual Return
30/06/2018	31/12/2018	14/10/2018	$52,496	$69,915	Included in Annual Return
30/06/2017	31/12/2017	3/12/2017	$60,010	$106,317	Included in Annual Return
30/06/2016	31/12/2016	23/01/2017	$132,875	$113,604	Included in Annual Return
30/06/2015	31/12/2015	26/11/2015	$121,965	$116,970	Included in Annual Return
30/06/2014	31/12/2014	1/12/2014	$96,977	$118,057	Included in Annual Return
30/06/2013	31/12/2013	21/07/2014	$87,666	$104,130	Included in Annual Return
30/06/2012	31/12/2012	15/05/2014	$100,924	$104,801	Included in Annual Return
30/06/2011	31/12/2011	15/11/2011	$108,209	$93,970	Included in Annual Return
30/06/2010	31/12/2010	19/11/2010	$80,054	$61,745	Included in Annual Return
1

Officer Details

Officers

Officer Name	Position	Effective Date
Fiona Patrick	Secretary	2/10/2017
Elizabeth Mary Newman	Committee	20/09/2016
Euan Paddison	Chairperson	20/09/2016
Pat Bright	Treasurer	30/09/2014
Scott Cresswell	Committee Member	11/09/2011

Past Officers

Officer Name	Position	Past Since
Catherine Donnelly	Committee Member	19/06/2018
Alison Roberts	Committee Member	2/10/2017
Kia King	Secretary	2/10/2017
Vienna Cassidy	Chairperson	2/10/2017
Sara Hunter	Commitee Member	20/09/2016
Neville White	President	9/08/2016
Gail MacDonald	Committee member	12/07/2016
Jo Hubbard	Committee member	14/07/2015
Joyce Somervile	Committee Member	30/09/2014
Margaret Western	Individual	30/09/2014
1

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)
7/02/2019	NOC016
14/10/2018	NOC014
27/11/2017	NOC011
18/10/2016	NOC008
18/10/2016	NOC007
14/01/2015	NOC006
1/10/2012	NOC003
15/11/2011	AR004
19/11/2010	AR003
21/12/2009	NOC002

Charity Documents

Date Uploaded	Document Type	Reference Name