# Legacy Trust

**Charities Register number:** CC20911
**Status:** Registered
**Registered since:** 2008-02-03
**Sector:** Health
**ICNPO group:** Health
**Region:** Tauranga
**NZBN:** 9429043178735
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

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

## 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$188k
- **Total expenses:** NZ$250k
- **Surplus / deficit:** NZ$-62k
- **Total assets:** NZ$101k
- **Total liabilities:** NZ$7k
- **Net assets:** NZ$94k
- **Cash reserves:** NZ$101k
- **Donations:** NZ$432
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=90524344-2458-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$188k | NZ$250k | NZ$-62k | NZ$94k |
| 2014-03-31 | NZ$158k | NZ$136k | NZ$22k | NZ$156k |
| 2013-03-31 | NZ$262k | NZ$178k | NZ$84k | NZ$134k |
| 2012-03-31 | NZ$229k | NZ$180k | NZ$49k | NZ$50k |
| 2011-03-31 | NZ$358k | NZ$208k | NZ$150k | NZ$151k |
| 2010-03-31 | NZ$226k | NZ$226k | NZ$-364 | NZ$684 |
| 2009-03-31 | NZ$115k | NZ$114k | NZ$580 | NZ$1k |

## 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:** 3 current
- **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=CC20911) 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: 2026-09-30

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-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/legacy-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/legacy-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC20911

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/legacy-trust. 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 2026-09-30T05:28:43.920Z.