{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Legacy Trust","slug":"legacy-trust","charities_register_number":"CC20911","nzbn":"9429043178735","status":"registered","registration_date":"2008-02-03","deregistration_date":null,"entity_type":"grant_making_trust","sector":"Health","icnpo_group":"Health","region":"Tauranga","city":"Tauranga","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"Makes grants to organisations (including schools or other charities) \r\n\r\n\r\nSectors:  \r\n\r\nHealth \r\nEducation / 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\r\nBeneficiaries:  \r\n\r\nOlder people \r\nChildren / young people, Other charities, Voluntary bodies other than charities, Animals, People with disabilities, General public, Religious groups","mission":"Makes grants to organisations (including schools or other charities) \r\n\r\n\r\nSectors:  \r\n\r\nHealth \r\nEducation / 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\r\nBeneficiaries:  \r\n\r\nOlder people \r\nChildren / young people, Other charities, Voluntary bodies other than charities, Animals, People with disabilities, General public, Religious groups"},"rating":{"rated":false,"grade":null,"score":null,"status":"group_member","reason":"This charity is not currently rated.","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":"2015-03-31","total_revenue_nzd":187982,"total_expenses_nzd":249642,"surplus_deficit_nzd":-61660,"total_assets_nzd":100809,"total_liabilities_nzd":6905,"net_assets_nzd":93904,"cash_reserves_nzd":100809,"government_grants_nzd":null,"donations_nzd":432,"staff_costs_nzd":null,"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=90524344-2458-e511-b635-00155d0cccdc&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2015-03-31","total_revenue_nzd":187982,"total_expenses_nzd":249642,"surplus_deficit_nzd":-61660,"net_assets_nzd":93904,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=90524344-2458-e511-b635-00155d0cccdc&isPublic=true"},{"year_ended":"2014-03-31","total_revenue_nzd":158019,"total_expenses_nzd":136378,"surplus_deficit_nzd":21641,"net_assets_nzd":155564,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d7741559-105f-e411-8f2f-00155d0d1916&isPublic=true"},{"year_ended":"2013-03-31","total_revenue_nzd":261805,"total_expenses_nzd":178182,"surplus_deficit_nzd":83623,"net_assets_nzd":133922,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=c9dedca4-0636-e311-8f2f-00155d0d1916&isPublic=true"},{"year_ended":"2012-03-31","total_revenue_nzd":229054,"total_expenses_nzd":179634,"surplus_deficit_nzd":49420,"net_assets_nzd":50297,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=7d569843-3901-e211-815f-00155d0d1916&isPublic=true"},{"year_ended":"2011-03-31","total_revenue_nzd":358000,"total_expenses_nzd":207807,"surplus_deficit_nzd":150193,"net_assets_nzd":150877,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=96e826f6-67b8-e111-910d-00155d0d1916&isPublic=true"},{"year_ended":"2010-03-31","total_revenue_nzd":225760,"total_expenses_nzd":226124,"surplus_deficit_nzd":-364,"net_assets_nzd":684,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d3f1ce32-93b8-e111-910d-00155d0d1916&isPublic=true"},{"year_ended":"2009-03-31","total_revenue_nzd":115000,"total_expenses_nzd":114420,"surplus_deficit_nzd":580,"net_assets_nzd":1048,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=e580675e-8fb8-e111-910d-00155d0d1916&isPublic=true"}],"group_consolidated":{"group_name":"Legacy Trust Group","year_ended":"2025-03-31","total_revenue_nzd":6643566,"total_expenses_nzd":6737100,"note":"This charity files within a group. Where its individual return is empty, the group figures are where the activity sits."},"governance":{"current_officers":3,"total_officers_recorded":3,"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/legacy-trust","markdown":"https://charitydata.co.nz/api/v1/charities/legacy-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/legacy-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC20911","website":null},"freshness":{"register_as_of":"2026-09-23","financials_updated":"2026-05-29","rating_computed":"2026-09-26","generated_at":"2026-09-28T23:52:17.616Z","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."}}