Charities Services

Use this to find information about a particular charity.

Charity Summary

Charity Details

Legal name of the Charity:

The Dr Marjorie Barclay Trust

Registration number:

CC21075

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

11/02/2008

Balance Date:

March 31

Address for service

Charity's Postal Address:

PO Box 140

Paraparaumu

5254

Charity's Street Address:

5 Kodex Place

Paraparaumu 5032

Paraparaumu

5032

Charity's other details

Phone:

04 296-1105

Email:

mark@bmc-law.co.nz

Areas of Operation:

Otago

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC21075

Purpose & Structure

Charitable Purpose

To provide financial support through the provision of grants and donations to the following organisations: Age Concern Otago Inc Lepers’ Trust Board Inc Asthma Research – currently Malaghan Institute of Medical Research Mercy Hospital Dunedin Limited Otago Museum Trust Board Otago Society for the Prevention of Cruelty to Animals Inc Royal New Zealand Foundation for the Blind Inc (Dunedin) Royal Forest and Bird Protection Society of New Zealand Inc (Dunedin) St John Ambulance Association (Dunedin)

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

Activities:

Makes grants to organisations (including schools or other charities)

Sponsors / undertakes research, Provides advice / information / advocacy

Sectors:

Health

Education / training / research, Environment / conservation, Arts / culture / heritage, Care / protection of animals, People with disabilities

Beneficiaries:

Other charities

Older people, Animals, People with disabilities

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

Entities your charity controls

Name	CC Registration Number
Tokaido Holdings Limited (Non-Registered Entity)	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.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

For Year Ended

Due Date

Date Submitted

Total Income

Total Expenditure

Financial Statements

Annual Return Summary

31/03/2026

30/09/2026

To be filed

31/03/2025

30/09/2025

16/09/2025

$1,167,104

$1,092,392

31/03/2024

30/09/2024

$761,338

$887,535

31/03/2023

30/09/2023

6/11/2023

$671,145

$1,903,841

31/03/2022

31/10/2023

29/09/2022

$738,793

$674,341

31/03/2021

30/09/2021

3/09/2021

$1,396,493

$939,967

31/03/2020

30/09/2020

15/09/2020

$1,019,118

$910,879

31/03/2019

30/09/2019

30/10/2019

$1,197,957

$1,078,046

31/03/2018

30/09/2018

26/09/2018

$1,309,263

$979,787

31/03/2017

30/09/2017

20/09/2017

$1,328,657

$1,804,909

Officer Details

Officers

Officer Name	Position	Effective Date
Paul Arthur Barnett	Trustee	1/04/2018
Euan Lindsay Taylor Wright	Trustee	12/02/2008
Nerissa Mary Barber	Trustee	12/02/2008

Past Officers

Officer Name	Position	Past Since
Paul Franklin Barber	Trustee	4/10/2016
William John Ineson Cowan	Trustee	1/10/2008

Charity Updates

Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.

Date Created	Reference	View Summary (.pdf <1MB)
26/09/2018	NOC012
3/05/2017	NOC009
28/03/2017	NOC008
1/03/2017	NOC007
12/10/2013	AR007
28/09/2011	AR005
2/10/2009	AR003

Charity Documents

Date Uploaded	Document Type	Reference Name