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Charity Summary


Charity Details


National Building Financial Capability Charitable Trust
FinCap
CC54862
9429046168214
Registered

Registration details

25/10/2017
June 30

Address for service

PO Box 25332
Pipitea
Wellington
6140
Floor 4
276 Lambton Quay
Wellington Central
Wellington
6011

Charity's other details

04 471 1420


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

A national organisation dedicated to the development of a strong and capable network of local financial mentoring services that provide effective support for those experiencing financial stress or hardship.

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

Acts as an umbrella / resource body

Social services

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.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2025 31/12/2025 16/12/2025 $3,402,773 $3,492,037 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 12/12/2024 $3,622,553 $3,488,012 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 11/12/2023 $3,722,943 $3,750,616 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 16/12/2022 $3,793,925 $3,414,226 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 15/12/2021 $3,542,218 $3,018,840 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 28/02/2021 15/02/2021 $2,408,285 $1,815,608 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 6/01/2020 $2,088,538 $1,671,351 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 19/12/2018 $1,396,960 $1,216,502 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details


Officers

Officer Name Position Effective Date
Anika Forsman Associate Board Member/Trustee 10/12/2025
Sally Morrison Trustee 10/12/2025
Geoff Smith Trustee 4/09/2024
Rosaria Theresa Alaimoana Trustee 1/07/2024
David Baines Trustee 22/02/2023
Renee Tawhai Theresa Rewi Deputy Chair 1/06/2021
Kerry David Francis Chairperson 28/06/2018
Rosser James Robert Thornley Trustee and Treasurer 28/06/2018

Past Officers

Officer Name Position Past Since
Melanie Harrington Trustee 14/03/2026
Nicola Sladden Trustee 9/07/2025
Dr Pushpa Wood Trustee 6/11/2024
Susan Joy Kosmala Trustee 31/07/2024
Tupetoa Ronald Tanielu Trustee 31/07/2024
Rosalie Therese Grant Trustee 28/02/2023
Toa Lele Len Faneva Trustee 1/06/2021
Carmel Mary Thompson Trustee 30/06/2018
John Gordon Exton Trustee 30/06/2018
Linda Ngata Trustee 30/06/2018
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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)
8/05/2026 NOC029
23/01/2026 NOC027
6/01/2026 NOC026
23/12/2025 NOC025
22/12/2025 NOC024
6/08/2025 NOC022
24/06/2025 NOC021
27/05/2025 NOC020
13/02/2023 NOC015
15/06/2021 NOC012
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Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.