Bagley Trust — Social Services Charity in Auckland
Bagley Trust is a Trust charity in the Social Services sector, based in Auckland, Auckland. Annual revenue: $0.1M NZD. Financial data as at July 2025.
Mission: To provide self-contained dwelling units for elderly persons in poor financial circumstances at a reduced rent. Surplus income is to be paid to charitable organisations with one or more of the following objectives: the relief of poverty, the advancement of aged indigent or needy persons, the maintenance, support and benefit of aged indigent or needy persons, and the improvement of the conditions of life of aged indigent or needy persons.
- Registration Number
- CC27499
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Social Services
- Location
- Auckland, Auckland
- Data as at
- July 2025
Beneficiaries: Older people
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-07-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | - |
| 2024 | $0.1M | $0.1M | - |
| 2023 | $0.3M | $0.1M | - |
| 2022 | $0.1M | $0.1M | $9.8M |
| 2021 | $0.1M | $0.1M | - |
| 2020 | $0.1M | $0.1M | - |
| 2019 | $0.1M | $0.1M | $5.8M |
| 2018 | $0.1M | $0.1M | $5.7M |
| 2017 | $0.1M | $0.1M | $4.2M |
| 2016 | $0.1M | $0.1M | - |
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Public Trust | Trustee | 1933-01-31 |
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Bagley Trust
Financial data as at July 2025. Sourced from Charities Services register.
Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.
How ratings work →Reasons to look carefully (1)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- Small board structure1 current officer listed on the register — best-practice boards have 5+ members with separation of duties
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$132.2K
$119.0K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
To provide self-contained dwelling units for elderly persons in poor financial circumstances at a reduced rent. Surplus income is to be paid to charitable organisations with one or more of the following objectives: the relief of poverty, the advancement of aged indigent or needy persons, the maintenance, support and benefit of aged indigent or needy persons, and the improvement of the conditions of life of aged indigent or needy persons.
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 140 peers · Social Services · $100K – $1M
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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: 29 September 2026.
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