Charities Services

Use this to find information about a particular charity.

Charity Summary

Charity Details

Legal name of the Charity:

Barry Owen Orthopaedic Trust

Other Name (inc Trading Name):

Registration number:

CC51714

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

30/04/2015

Balance Date:

March 31

Address for service

Charity's Postal Address:

PO Box 31192

Ilam

Christchurch

8444

Charity's Street Address:

C/- Mortlocks Lawyers

Level 1, 136 Ilam Road

Ilam

Christchurch

8041

Charity's other details

Phone:

(03) 3799222

Fax:

Not applicable

Email:

jonette@mortlocks.co.nz

Facebook:

Not applicable

Twitter:

Not applicable

Other Social Network:

Not applicable

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC51714

Purpose & Structure

Charitable Purpose

TO ASSIST ORTHOPAEDIC MEDICAL RESEARCH IN NEW ZEALAND, TO GIVE ASSISTANCE TO AND SUPPORT PROJECTS FOR THE BENEFIT OF PEOPLE REQUIRING ORTHOPAEDIC TREATMENT OR ASSISTANCE IN NEW ZEALAND.

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

Activities:

Makes grants to organisations (including schools or other charities)

Makes grants

Sectors:

Health

Education / training / research

Beneficiaries:

Other (please state)

(People requiring orthopaedic treament or assistance), Other charities, Voluntary bodies other than charities, General public

Legal Structure

Unincorporated Trust

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
31/03/2025	30/09/2025	6/08/2025	$157,165	$90,626	Included in Annual Return
31/03/2024	30/09/2024	30/08/2024	$119,263	$90,165	Included in Annual Return
31/03/2023	30/09/2023	29/08/2023	$113,690	$96,215	Included in Annual Return
31/03/2022	30/09/2022	30/08/2022	$77,264	$38,146	Included in Annual Return
31/03/2021	30/09/2021	24/09/2021	$57,692	$115,703	Included in Annual Return
31/03/2020	30/09/2020	16/09/2020	$137,737	$66,386	Included in Annual Return
31/03/2019	30/09/2019	26/09/2019	$85,026	$41,771	Included in Annual Return
31/03/2018	30/09/2018	14/09/2018	$105,032	$445,233	Included in Annual Return
31/03/2017	30/09/2017	24/08/2017	$34,399	$63,998	Included in Annual Return
31/03/2016	30/09/2016	22/08/2016	$510,790	$656	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
David Ott Trustee Services Limited	Trustee	10/02/2020
James Paul Lyon Mortlock	Trustee	10/02/2020
Lucy Margaret Mortlock	Trustee	10/02/2020

Past Officers

Officer Name	Position	Past Since
Graham William Riley	Trustee	10/02/2020
Paul Lyon Mortlock	Trustee	10/02/2020

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)
7/02/2020	NOC006

Charity Documents

Date Uploaded	Document Type	Reference Name