The Okanagan Trust is a Trust charity in the Animal Welfare sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity F (31.5/100). Annual revenue: $0.0M NZD. 1 red flag detected. Financial data as at March 2025.
Mission: This Trust was established by deed on 8th August 1997 by Bruce Harley Morriss. It is to be held in perpetuity to pay the net annual income for any approved charitable trust as appointed by the Settlor or in default of an appointment, then as appointed by the Trustees.
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | $0.0M | $0.3M |
| 2024 | $0.0M | $0.0M | $0.3M |
| 2023 | $0.0M | $0.0M | $0.2M |
| 2022 | $0.0M | $0.0M | $0.2M |
| 2021 | $0.0M | $0.0M | $0.2M |
| 2020 | $0.0M | $0.0M | $0.2M |
| 2019 | $0.0M | $0.0M | $0.2M |
| 2018 | $0.0M | $0.0M | $0.3M |
| 2017 | $0.0M | $0.0M | $0.3M |
| 2016 | $0.0M | $0.0M | $0.3M |
Financial data as at March 2025. Sourced from Charities Services register.
$13.5K
$6.6K
$266.3K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
This organisation makes grants or donations to other charities and organisations.
This Trust was established by deed on 8th August 1997 by Bruce Harley Morriss. It is to be held in perpetuity to pay the net annual income for any approved charitable trust as appointed by the Settlor or in default of an appointment, then as appointed by the Trustees.
Based on annual return data. Detailed program/admin breakdown not available.
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Ranked against 359 peers · Animal Welfare · Under $100K
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileData 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: 22 April 2026.
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