# Legacy Funeral Homes Limited

**Charities Register number:** CC20915
**Status:** Registered
**Registered since:** 2008-02-03
**Sector:** Health
**ICNPO group:** Health
**Region:** Tauranga
**NZBN:** 9429033229102
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

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

## CharityData rating

- **Not rated** — This charity is not currently rated.
- **Status code:** `group_member`
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2015-03-31)

- **Total revenue:** NZ$3.04M
- **Total expenses:** NZ$2.64M
- **Surplus / deficit:** NZ$404k
- **Total assets:** NZ$2.25M
- **Total liabilities:** NZ$238k
- **Net assets:** NZ$2.01M
- **Cash reserves:** NZ$357
- **Paid staff:** 8
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=32640cf1-2258-e511-b635-00155d0cccdc&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2015-03-31 | NZ$3.04M | NZ$2.64M | NZ$404k | NZ$2.01M |
| 2014-03-31 | NZ$2.71M | NZ$2.61M | NZ$94k | NZ$1.77M |
| 2013-03-31 | NZ$3.77M | NZ$2.92M | NZ$850k | NZ$1.76M |
| 2012-03-30 | NZ$3.09M | NZ$2.75M | NZ$344k | NZ$1.15M |
| 2011-03-31 | NZ$2.75M | NZ$2.33M | NZ$413k | NZ$1.04M |
| 2010-03-31 | NZ$2.26M | NZ$1.91M | NZ$359k | NZ$492k |
| 2009-03-31 | NZ$2.04M | NZ$1.73M | NZ$302k | NZ$372k |

## Group consolidated filing

This charity is part of **Legacy Trust Group**, which files a consolidated return. For the year ended 2025-03-31 the group reported revenue of NZ$6.64M and expenses of NZ$6.74M.

Where a member files an empty individual return, the group figures are where the activity sits.

## Governance

- **Officers on the register:** 2 current (4 including former)
- **Chair recorded:** no

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC20915) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-23
- Financials: last updated 2026-05-29
- Rating: computed 2026-09-26
- This document generated: 2026-09-29

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/legacy-funeral-homes-limited
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/legacy-funeral-homes-limited/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/legacy-funeral-homes-limited/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC20915

---

Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/legacy-funeral-homes-limited. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-09-29T01:18:54.809Z.