{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Bagley Trust","slug":"bagley-trust","charities_register_number":"CC27499","nzbn":null,"status":"registered","registration_date":"2008-06-30","deregistration_date":null,"entity_type":null,"sector":"Social Services","icnpo_group":"Social Services","region":"Auckland","city":"Auckland","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"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.","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."},"rating":{"rated":false,"grade":null,"score":null,"status":"community_group","reason":"Small community organisation — the scorecard is not designed for entities at this scale.","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2025-07-31","total_revenue_nzd":132197,"total_expenses_nzd":119004,"surplus_deficit_nzd":13193,"total_assets_nzd":null,"total_liabilities_nzd":null,"net_assets_nzd":null,"cash_reserves_nzd":11777,"government_grants_nzd":null,"donations_nzd":null,"staff_costs_nzd":0,"paid_staff":null,"volunteers":0,"reporting_tier":null,"financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f1226562-a56e-f011-bb45-0022480ffcd1&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-07-31","total_revenue_nzd":132197,"total_expenses_nzd":119004,"surplus_deficit_nzd":13193,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f1226562-a56e-f011-bb45-0022480ffcd1&isPublic=true"},{"year_ended":"2024-07-31","total_revenue_nzd":131352,"total_expenses_nzd":141112,"surplus_deficit_nzd":-9760,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=fc25f7fb-d34f-ef11-bb35-000d3acc4199&isPublic=true"},{"year_ended":"2023-07-31","total_revenue_nzd":292934,"total_expenses_nzd":83117,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=91ae0a1a-3930-ee11-bb23-000d3acc4199&isPublic=true"},{"year_ended":"2022-07-31","total_revenue_nzd":87181,"total_expenses_nzd":146430,"surplus_deficit_nzd":null,"net_assets_nzd":9771922,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1a18102c-6811-ed11-bb16-0022480ffcd1&isPublic=true"},{"year_ended":"2021-07-31","total_revenue_nzd":81147,"total_expenses_nzd":73455,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=922c6c9e-96f2-eb11-8abd-00155d6b775e&isPublic=true"},{"year_ended":"2020-07-31","total_revenue_nzd":83480,"total_expenses_nzd":66862,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=57b319ba-c4d3-ea11-9981-00155d6b7730&isPublic=true"},{"year_ended":"2019-07-31","total_revenue_nzd":73307,"total_expenses_nzd":75239,"surplus_deficit_nzd":null,"net_assets_nzd":5778039,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=e6502939-2ab4-e911-9ba0-00155d6b7730&isPublic=true"},{"year_ended":"2018-07-31","total_revenue_nzd":79344,"total_expenses_nzd":72487,"surplus_deficit_nzd":null,"net_assets_nzd":5706831,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=b5945d96-5895-e811-891e-00155d6b7730&isPublic=true"},{"year_ended":"2017-07-31","total_revenue_nzd":71158,"total_expenses_nzd":80895,"surplus_deficit_nzd":null,"net_assets_nzd":4179784,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=b8d683ca-3bb8-e711-971c-00155d6b7730&isPublic=true"},{"year_ended":"2016-07-31","total_revenue_nzd":68206,"total_expenses_nzd":55543,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=8b7e90cf-948e-e611-9541-00155d0cccdc&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":1,"total_officers_recorded":1,"chair_recorded":false,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"latest_audit_opinion":null,"going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/bagley-trust","markdown":"https://charitydata.co.nz/api/v1/charities/bagley-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/bagley-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC27499","website":null},"freshness":{"register_as_of":"2026-09-23","financials_updated":"2026-05-29","rating_computed":"2026-09-26","generated_at":"2026-09-30T09:58:18.884Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}