Legacy Funeral Homes Limited — Health Charity in Tauranga

Legacy Funeral Homes Limited is a Trust charity in the Health sector, based in Tauranga, Tauranga. Annual revenue: $3.0M NZD. Financial data as at March 2015.

Mission: Activities: Other (please state) (Funeral Services) Sectors: Health Education / training / research, Social services, Religious activities, People with disabilities Beneficiaries: Other (please state) (Legacy Trust)

Registration Number
CC20915
Charity Type
Trust
Registration Date
2008-02-03
Status
Active
Sector
Health
Location
Tauranga, Tauranga
Data as at
March 2015

Beneficiaries: Other - All

Financial Summary

Total Revenue
$3.0M NZD
Total Expenses
$2.6M NZD
Total Assets
$2.2M NZD
Net Assets
$2.0M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
8
Volunteers
0
Financial Year End
2015-03-31

Financial History

YearRevenueExpensesNet Assets
2015$3.0M$2.6M$2.0M
2014$2.7M$2.6M$1.8M
2013$3.8M$2.9M$1.8M
2012$3.1M$2.7M$1.1M
2011$2.7M$2.3M$1.0M
2010$2.3M$1.9M$0.5M
2009$2.0M$1.7M$0.4M

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Raimonda PointonDirector2018-06-01
Glenn DougalDirector2010-09-23

Former Officers (2)

  • Jonathan Mayson — Director (departed 2010-10-18)
  • Kevin Wearne — Director (departed 2019-04-12)

Reporting Group Members

Legacy Funeral Homes Limited files a consolidated Annual Return jointly with 3 sibling charities:

Similar Charities in Health

HealthTrust

Legacy Funeral Homes Limited

CC20915Tauranga, TaurangaRegistered 3 Feb 2008
Data updated: 5 days ago
Financials31 Mar 2015Rating2d ago

Financial data as at March 2015. Sourced from Charities Services register.

GM
Group member — Reporting-group member — see the parent charity's rating

This charity is a member of a Charities Services reporting group — its parent charity files one consolidated annual return covering the whole group. Because the member's individual return is empty by design (the financial data lives at the parent level), there's nothing on the member's own books for the standard scorecard to measure. The relevant rating, financial figures, and red flags are on the parent charity's profile — follow the link above to see them. The member is part of an ACTIVE filing group; this is not the same as "stale" or "dormant".

How ratings work →
Revenue

$3.0M

Expenses

$2.6M

Assets

$2.2M

Staff

8

Financial data from Charities Services annual return (FY2015). Ratings calculated using CharityData v3.1.1 methodology.

Part of a reporting group. Legacy Funeral Homes Limited files its annual return under the consolidated return filed by Legacy Prepaid Funerals Limited. The financial figures and rating shown for this charity reflect the parent's consolidated filing — see the parent's profile for the underlying disclosure.

About

Mission

Activities: Other (please state) (Funeral Services) Sectors: Health Education / training / research, Social services, Religious activities, People with disabilities Beneficiaries: Other (please state) (Legacy Trust)

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$3.0M
Total Expenses
$2.6M
Net Assets
$2.0M
Staff
8
employees
Volunteers
0

Financial Trends

Financial Trends (7 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0mo
Could operate 0 months with zero revenue
Critical
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Other
Other100.0%
Investment Income0.0%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
0
#39/68
Revenue
$3.0M
#22/68
Reserve Months
0.0
#1/68
Surplus
$404K
#25/68
Staff Cost %
0%
#1/68

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

Score: /100
Financial
0
Governance
0
Transparency
0
View Full Score Breakdown

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Contact Details

Address
Tauranga, Tauranga

Registration

Registration NumberCC20915
Entity TypeTrust
Registered3 Feb 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeNZ Limited Company
Incorporated25 Jul 2007
Company #1968696
Registered office
78 First Avenue, Tauranga, Tauranga, 3110

Sector & Activities

Primary Sector
Health
Activities
Other - Acts an Umbrella body

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: 28 September 2026.

Reporting Group — Consolidated Annual Return

Legacy Funeral Homes Limited is one of 4 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.