# Barry Owen Orthopaedic Trust

**Charities Register number:** CC51714
**Status:** Registered
**Registered since:** 2015-04-30
**Sector:** Health
**ICNPO group:** Health
**Region:** Christchurch
**IRD donee status:** yes — donations may qualify for a tax credit

## 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.

## CharityData rating

- **Not rated** — Small community organisation — the scorecard is not designed for entities at this scale.
- **Status code:** `community_group`
- **Flags raised by the methodology:** 1
  - reserves above the methodology threshold for its size and type

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 2026-03-31)

- **Total revenue:** NZ$131k
- **Total expenses:** NZ$190k
- **Surplus / deficit:** NZ$-59k
- **Total assets:** not disclosed
- **Total liabilities:** not disclosed
- **Net assets:** not disclosed
- **Cash reserves:** NZ$158k
- **Donations:** NZ$0
- **Staff costs:** NZ$0
- **Reporting tier:** Tier4
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d5fd7f0e-912d-f111-bb51-000d3acc4199&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 |
|---|---|---|---|---|
| 2026-03-31 | NZ$131k | NZ$190k | NZ$-59k | not disclosed |
| 2025-03-31 | NZ$157k | NZ$91k | NZ$67k | not disclosed |
| 2024-03-31 | NZ$119k | NZ$90k | NZ$29k | NZ$4.18M |
| 2023-03-31 | NZ$114k | NZ$96k | not disclosed | NZ$4.15M |
| 2022-03-31 | NZ$77k | NZ$38k | not disclosed | NZ$4.17M |
| 2021-03-31 | NZ$58k | NZ$116k | not disclosed | not disclosed |
| 2020-03-31 | NZ$138k | NZ$66k | not disclosed | NZ$4.47M |
| 2019-03-31 | NZ$85k | NZ$42k | not disclosed | NZ$4.40M |
| 2018-03-31 | NZ$105k | NZ$445k | not disclosed | NZ$4.36M |
| 2017-03-31 | NZ$34k | NZ$64k | not disclosed | NZ$4.32M |

## Governance

- **Officers on the register:** 3 current (5 including former)
- **Chair recorded:** no
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC51714) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-27
- Rating: computed 2026-10-01
- This document generated: 2026-10-06

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/barry-owen-orthopaedic-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/barry-owen-orthopaedic-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/barry-owen-orthopaedic-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC51714

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/barry-owen-orthopaedic-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 2026-10-06T16:46:56.183Z.