# Hamilton Household Budgeting Advisory Trust

**Charities Register number:** CC21843
**Status:** Registered
**Registered since:** 2008-03-13
**Sector:** Social Services
**ICNPO group:** Social Services
**Region:** Hamilton
**NZBN:** 9429042697060
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The Trust's purpose is to assist persons and families (clients) get to a sustainable financial position and to then impart the skills necessary through budgeting so that clients can live within their means. Budgeting services are provided free of charge.

## 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$314k
- **Total expenses:** NZ$367k
- **Surplus / deficit:** NZ$-54k
- **Total assets:** NZ$253k
- **Total liabilities:** NZ$84k
- **Net assets:** NZ$169k
- **Cash reserves:** NZ$63k
- **Staff costs:** NZ$268k
- **Paid staff:** 5
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=3dc80683-4c56-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$314k | NZ$367k | NZ$-54k | NZ$169k |
| 2024-06-30 | NZ$428k | NZ$435k | NZ$-7k | NZ$218k |
| 2023-06-30 | NZ$510k | NZ$530k | not disclosed | NZ$225k |
| 2022-06-30 | NZ$445k | NZ$388k | not disclosed | NZ$245k |
| 2021-06-30 | NZ$386k | NZ$366k | not disclosed | NZ$188k |
| 2020-06-30 | NZ$278k | NZ$277k | not disclosed | NZ$168k |
| 2019-06-30 | NZ$282k | NZ$281k | not disclosed | NZ$167k |
| 2018-06-30 | NZ$276k | NZ$288k | not disclosed | NZ$166k |
| 2017-06-30 | NZ$235k | NZ$247k | not disclosed | NZ$179k |
| 2016-06-30 | NZ$257k | NZ$241k | not disclosed | NZ$191k |

## Governance

- **Officers on the register:** 5 current (19 including former)
- **Chair recorded:** yes
- **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=CC21843) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-25
- Rating: computed 2026-10-01
- This document generated: 2026-10-01

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/hamilton-household-budgeting-advisory-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/hamilton-household-budgeting-advisory-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/hamilton-household-budgeting-advisory-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC21843

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/hamilton-household-budgeting-advisory-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 2026-10-01T19:05:58.190Z.