Legacy Trust — Health Charity in Tauranga
Legacy Trust is a Trust charity in the Health sector, based in Tauranga, Tauranga. This organisation also provides funding to other charities. Annual revenue: $0.2M NZD. Financial data as at March 2015.
Mission: Makes grants to organisations (including schools or other charities) Sectors: Health Education / training / research, Environment / conservation, Community development, Emergency / disaster relief, Social services, Religious activities, Arts / culture / heritage, Sport / recreation, Care / protection of animals, People with disabilities, Promotion of volunteering Beneficiaries: Older people Children / young people, Other charities, Voluntary bodies other than charities, Animals, People with disabilities, General public, Religious groups
- Registration Number
- CC20911
- Charity Type
- Trust
- Registration Date
- 2008-02-03
- Status
- Active
- Sector
- Health
- Location
- Tauranga, Tauranga
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2015
Beneficiaries: Animals, Children / young people, General public, Older people, Other charities, People with disabilities, Religious groups, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $0.1M NZD
- Net Assets
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2015-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2015 | $0.2M | $0.2M | $0.1M |
| 2014 | $0.2M | $0.1M | $0.2M |
| 2013 | $0.3M | $0.2M | $0.1M |
| 2012 | $0.2M | $0.2M | $0.1M |
| 2011 | $0.4M | $0.2M | $0.2M |
| 2010 | $0.2M | $0.2M | $0.0M |
| 2009 | $0.1M | $0.1M | $0.0M |
Board Members and Officers
Current Officers (3)
| Name | Role | Appointed |
|---|---|---|
| Luke Stewart | Trustee | 2023-07-05 |
| William Beau Holland | Trustee | 2008-02-04 |
| Gregory Craig Brownless | Trustee | 2008-02-04 |
Reporting Group Members
Legacy Trust files a consolidated Annual Return jointly with 3 sibling charities:
Similar Charities in Health
- Age Concern Canterbury Incorporated — Health
- Ronald McDonald House Charities New Zealand Trust — Health
- Bidwill Trust Hospital — Health
- Te Poho o Rawiri Marae — Health
- ANZUP Cancer Trials Group Limited — Health
Legacy Trust
Financial data as at March 2015. Sourced from Charities Services register.
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 →$188.0K
$249.6K
$100.8K
Financial data from Charities Services annual return (FY2015). Ratings calculated using CharityData v3.1.1 methodology.
Grant-Making Trust
Special Entity TypeThis trust makes grants to other organizations. It does not deliver programs directly.
Related Charities
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
Makes grants to organisations (including schools or other charities) Sectors: Health Education / training / research, Environment / conservation, Community development, Emergency / disaster relief, Social services, Religious activities, Arts / culture / heritage, Sport / recreation, Care / protection of animals, People with disabilities, Promotion of volunteering Beneficiaries: Older people Children / young people, Other charities, Voluntary bodies other than charities, Animals, People with disabilities, General public, Religious groups
Who We Serve
Key Statistics
Financial Trends
Financial Trends (7 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 157 peers · Health · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Registration
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Sector & Activities
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 Trust 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.
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