Hamilton Household Budgeting Advisory Trust — Social Services Charity in Hamilton
Hamilton Household Budgeting Advisory Trust is a Charitable Trust charity in the Social Services sector, based in Hamilton, Hamilton. Annual revenue: $0.3M NZD. Financial data as at June 2025.
Mission: 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.
- Registration Number
- CC21843
- Charity Type
- Charitable Trust
- Registration Date
- 2008-03-13
- Status
- Active
- Sector
- Social Services
- Location
- Hamilton, Hamilton
- manager@budgeting.co.nz
- Data as at
- June 2025
Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, Other charities, People of a certain ethnic / racial origin, People with disabilities, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $0.3M NZD
- Total Expenses
- $0.4M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 5
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.3M | $0.4M | $0.2M |
| 2024 | $0.4M | $0.4M | $0.2M |
| 2023 | $0.5M | $0.5M | $0.2M |
| 2022 | $0.4M | $0.4M | $0.2M |
| 2021 | $0.4M | $0.4M | $0.2M |
| 2020 | $0.3M | $0.3M | $0.2M |
| 2019 | $0.3M | $0.3M | $0.2M |
| 2018 | $0.3M | $0.3M | $0.2M |
| 2017 | $0.2M | $0.2M | $0.2M |
| 2016 | $0.3M | $0.2M | $0.2M |
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Chantelle Holland | Trustee | 2024-06-20 |
| Kerry Hadaway | Trustee | 2023-10-02 |
| Bryan Corfield | Trustee | 2018-07-06 |
| Andrew Sing | Trustee | 2016-06-22 |
| Stephen King | Chair | 2008-03-14 |
Former Officers (13)
- Tricia McQuoid — Trustee (departed 2008-03-14)
- Matthew Allison — Trustee (departed 2025-02-27)
- Dee Holmes — Trustee (departed 2021-12-14)
- Peter Makara — Trustee (departed 2024-05-14)
- James McNulty — Trustee (departed 2023-08-21)
- Tamara Marsden — Trustee (departed 2020-10-20)
- Andrew Smith — Trustee (departed 2020-11-17)
- Murray Reeve — Trustee (departed 2016-06-22)
- Craig Williams — Trustee (departed 2016-04-22)
- Janet Gibb — Trustee (departed 2015-06-23)
- Andy Newman — Trustee (departed 2014-11-18)
- Barbara Matthews — Trustee (departed 2018-05-29)
- Peter Clough — Trustee (departed 2023-08-22)
Similar Charities in Social Services
- Otago Youth Wellness Trust — Social Services
- Wellington Sexual Abuse Help Foundation — Social Services
- Kia Puāwai — Social Services
- Barnardos New Zealand Incorporated — Social Services
- Anglican Family Care Centre Incorporated — Social Services
Hamilton Household Budgeting Advisory Trust
Financial data as at June 2025. Sourced from Charities Services register.
Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)
How ratings work →$313.9K
$367.4K
$252.6K
5
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
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.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 150 peers · Social Services · $100K – $1M
Top Peers in Group
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Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 1 October 2026.
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