# East Auckland Home And Budget Service Charitable Trust

**Charities Register number:** CC20906
**Status:** Registered
**Registered since:** 2008-02-03
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Auckland
**NZBN:** 9429042933229
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Provide free budgeting services and advice to all members of our community who seek or are referred for help. Our service provides delivery of one to one financial mentoring and MoneyMates peer-led group support. For clients who are experiencing financial hardship, with the aim of enabling them to become more financially capable, gain control over their financial lives and make long term change. Mentoring supports and empowers clients to identify their aspirations, and develop a strength based financial plan. MoneyMates enables clients to talk about and de-stigmatise financial hardship, while learning from others.

## CharityData rating

- **Not rated** — Reports under the Tier 3/4 regime with limited disclosure and no detected red flags.
- **Status code:** `limited_disclosure`
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2025-06-30)

- **Total revenue:** NZ$399k
- **Total expenses:** NZ$491k
- **Surplus / deficit:** NZ$-93k
- **Total assets:** NZ$554k
- **Total liabilities:** NZ$104k
- **Net assets:** NZ$450k
- **Cash reserves:** NZ$391k
- **Donations:** NZ$900
- **Staff costs:** NZ$379k
- **Paid staff:** 6
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=ad591a65-4c56-f011-bb44-0022480ffcd1&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2025-06-30 | NZ$399k | NZ$491k | NZ$-93k | NZ$450k |
| 2024-06-30 | NZ$587k | NZ$548k | NZ$39k | NZ$543k |
| 2023-06-30 | NZ$597k | NZ$511k | not disclosed | NZ$504k |
| 2022-06-30 | NZ$695k | NZ$503k | not disclosed | NZ$418k |
| 2021-06-30 | NZ$513k | NZ$426k | not disclosed | NZ$226k |
| 2020-06-30 | NZ$402k | NZ$372k | not disclosed | NZ$163k |
| 2019-06-30 | NZ$354k | NZ$364k | not disclosed | NZ$135k |
| 2018-06-30 | NZ$336k | NZ$363k | not disclosed | NZ$144k |
| 2017-06-30 | NZ$331k | NZ$284k | not disclosed | NZ$171k |
| 2016-06-30 | NZ$293k | NZ$261k | not disclosed | NZ$160k |

## Governance

- **Officers on the register:** 7 current (21 including former)
- **Chair recorded:** yes
- **Auditor:** Audit Integrity Limited
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC20906) and on the charity's profile page.

## Disclosed funders

- **Foundation North** (foundation) — NZ$25k, year ended 2020-03-31
- **Foundation North** (foundation) — NZ$25k, year ended 2019-03-31
- **Foundation North** (foundation) — NZ$25k, year ended 2026-03-31
- **Foundation North** (foundation) — NZ$25k, year ended 2022-03-31
- **Four Winds Foundation Limited** (foundation) — NZ$20k, year ended 2021-12-31
- **The Lion Foundation** (foundation) — NZ$14k, year ended 2024-12-31
- **Foundation North** (foundation) — NZ$10k, year ended 2025-03-31

## Data freshness

- Register details: as of 2026-09-24
- Financials: last updated 2026-09-25
- Rating: computed 2026-09-26
- This document generated: 2026-09-30

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/east-auckland-home-and-budget-service-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/east-auckland-home-and-budget-service-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/east-auckland-home-and-budget-service-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC20906

---

Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/east-auckland-home-and-budget-service-charitable-trust. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-09-30T13:01:49.471Z.