Bagley Trust — Community Development Charity in Auckland
Bagley Trust is a Unincorporated Trust charity in the Community Development sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at July 2025.
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.
- Registration Number
- CC27499
- Charity Type
- Unincorporated Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Community Development
- Location
- Auckland, Auckland
- Funder Status
- Grant-making charity (trust)
- Data as at
- July 2025
Beneficiaries: Older people
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-07-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | - |
| 2024 | $0.1M | $0.1M | - |
| 2023 | $0.3M | $0.1M | - |
| 2022 | $0.1M | $0.1M | $9.8M |
| 2021 | $0.1M | $0.1M | - |
| 2020 | $0.1M | $0.1M | - |
| 2019 | $0.1M | $0.1M | $5.8M |
| 2018 | $0.1M | $0.1M | $5.7M |
| 2017 | $0.1M | $0.1M | $4.2M |
| 2016 | $0.1M | $0.1M | - |
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Public Trust | Trustee | 1933-01-31 |
Similar Charities in Community Development
- The Pacific Island Business Development Trust — Community Development
- MPHS Community Trust — Community Development
- Ngati Kahungunu Iwi Incorporated — Community Development
- Home in Place (New Zealand) Limited — Community Development
- The Nelson Tasman Housing Trust — Community Development
Bagley Trust
Financial data as at July 2025. Sourced from Charities Services register.
Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.
How ratings work →Reasons to look carefully (1)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- Small board structure1 current officer listed on the register — best-practice boards have 5+ members with separation of duties
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$132.2K
$119.0K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
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.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 147 peers · Community Development · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 5 October 2026.
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