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Group Summary

These are the current details for: Legacy Trust Group.

Group Members


Below are all the members of Legacy Trust Group.

The group owner is required to complete a consolidated annual return on behalf of its members. Consolidated annual return information for these members is available in the Annual Returns tab below.

Click into the individual members below to view their charity summary.

Group Details


Legacy Trust Group

Registration details

Registered
24/05/2016
CC53328
March 31

Address for service

PO Box 743
Tauranga
3144
C/- Baker Tilly Staples Rodway Tauranga Ltd
Level 1
247 Cameron Road
Tauranga
3110

Group's other details



Organisation with a focus on the following communities:

N/A

Annual Returns


Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Please note: these Annual Returns contain consolidated financial information for all members of this group.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/03/2026 30/09/2026 29/09/2026 $5,522,318 $5,650,433 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2025 30/09/2025 1/09/2025 $6,643,566 $6,737,100 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 26/08/2024 $6,774,962 $6,602,716 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 18/08/2023 $6,455,964 $6,580,150 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/11/2022 29/11/2022 $5,470,899 $5,018,705 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 24/09/2021 $4,615,834 $4,295,352 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 7/09/2020 $4,805,344 $4,358,704 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 25/09/2019 $4,379,666 $4,064,165 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/11/2018 26/11/2018 $3,766,122 $3,633,423 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 6/11/2017 $3,366,201 $3,239,081 load annual return's financial documents spinner gif
Included in Annual Return
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Purpose & Structure


Charitable Purpose

Legacy Trust receives distributions from companies to be gifted to the local community.

Note: The main sectors, activities and beneficiaries are bolded.

Makes grants to organisations (including schools or other charities)

Makes grants to organisations (includes schools or other charities), Funeral Services

Health

Education / training / research, Environment / conservation, Community development, Emergency / disaster relief, Social services, Religious activities, Arts / culture / heritage, Sport / recreation, Care / protection of animals, Disability, Promotion of volunteering

Older people

Children / young people, Other charities, Voluntary bodies other than charities, Animals, People with disabilities, General public, Religious groups, Children / young people

Entity Structure

Legacy Funeral Homes Limited is a funeral home. Legacy Prepaid Funerals Limited holds client funds in trust until client has passed away. Legacy Trust receives interest earnt on these funds along with other distributions.

Group Updates


There are no public Update Details change records for this group.

Group Documents


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