# Timaru Budget Advisory Trust

**Charities Register number:** CC22541
**Status:** Registered
**Registered since:** 2008-04-03
**Sector:** Social Services
**ICNPO group:** Social Services
**Region:** Timaru
**NZBN:** 9429042981305
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Mission Statement The Timaru Budget Budget Advisory Trust is dedicated to the development of budgeting skills and financial competence through free, confidential and culturally appropriate advice, guidance and support to families and individuals who present or are referred for assistance.

## 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$49k
- **Total expenses:** NZ$185k
- **Surplus / deficit:** NZ$-135k
- **Total assets:** NZ$584k
- **Total liabilities:** NZ$8k
- **Net assets:** NZ$576k
- **Cash reserves:** NZ$94k
- **Donations:** NZ$11k
- **Staff costs:** NZ$146k
- **Paid staff:** 2
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1064f7a6-4c56-f011-bb44-0022480ffcd1&isPublic=true

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

> **Note on this year's figures.** The figures filed for this year do not reconcile: reported staff costs exceed reported total revenue. Derived percentages are omitted for this year. Treat the individual figures as filed, and the source annual return as the authority.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2025-06-30 | NZ$49k | NZ$185k | NZ$-135k | NZ$576k |
| 2024-06-30 | NZ$290k | NZ$267k | NZ$22k | NZ$60k |
| 2023-06-30 | NZ$261k | NZ$239k | not disclosed | NZ$661k |
| 2022-06-30 | NZ$247k | NZ$179k | not disclosed | NZ$640k |
| 2021-06-30 | NZ$255k | NZ$164k | not disclosed | NZ$577k |
| 2020-06-30 | NZ$151k | NZ$175k | not disclosed | NZ$486k |
| 2019-06-30 | NZ$179k | NZ$190k | not disclosed | NZ$510k |
| 2018-06-30 | NZ$184k | NZ$201k | not disclosed | NZ$521k |
| 2017-06-30 | NZ$227k | NZ$180k | not disclosed | NZ$529k |
| 2016-06-30 | NZ$209k | NZ$199k | not disclosed | NZ$490k |

## Governance

- **Officers on the register:** 3 current (35 including former)
- **Chair recorded:** no
- **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=CC22541) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-23
- Financials: last updated 2026-09-25
- Rating: computed 2026-09-26
- 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/timaru-budget-advisory-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/timaru-budget-advisory-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/timaru-budget-advisory-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC22541

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/timaru-budget-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 2026-10-01T06:05:10.087Z.