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Charity Summary


Charity Details

The Okanagan Trust
CC11163
N/A
Registered

Registration details

19/09/2007
March 31

Address for service

Suite 23
191 Queen Street
Auckland Central
Auckland
1010

Charity's other details



Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC11163

Purpose & Structure

Charitable Purpose

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.

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

Makes grants to organisations (including schools or other charities)

Other (please state)

(Fully Discretionary)

Other charities

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

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 To be filed
31/03/2025 30/11/2025 12/11/2025 $13,454 $6,634 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 11/10/2024 $11,652 $3,366 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 31/10/2023 11/10/2024 $5,972 $6,752 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 31/10/2022 26/09/2023 $3,493 $5,899 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 30/09/2021 $6,367 $6,060 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 30/09/2020 $7,640 $10,150 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 25/09/2019 $7,964 $20,484 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 28/09/2018 $7,646 $20,173 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 29/09/2017 $7,978 $1,180 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Christiine Lynda Morriss Co-Trustee 29/09/2017
Bruce Harley Morriss Co-Trustee 11/04/2007
Trustees Executors Ltd Co-Trustee 11/04/2007

Past Officers

Officer Name Position Past Since
Hilary June Jefferson Co-Trustee 1/12/2016

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)
8/07/2024 NOC013
7/09/2011 AR005
9/10/2009 AR003
10/10/2008 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.