{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Winton and  Margaret Bear Charitable Trust","slug":"winton-and-margaret-bear-charitable-trust","charities_register_number":"CC10199","nzbn":"9429042920779","status":"registered","registration_date":"2007-04-22","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Social Services","icnpo_group":"Social Services","region":"Auckland","city":"Auckland","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"Mr and Mrs Bear formed The Winton and Margaret Bear Charitable Trust because they\r\nbelieved that an investment in young people would pave the way for New Zealanders of\r\nthe future.\r\nThis Trust was established by deed on 15th July 1993, with subsequent amendments, by\r\nWinton Graham Bear and Margaret Alice Mary Bear. The Deed directs the Trustee to\r\ndistribute the income for the purposes of the Trust. The Deed defines the objectives of\r\nthe Trust as primarily to assist young people in their training for life this includes; but is\r\nnot limited to: Confidence Building, Self-Motivation, Control of Aggression, Coping with\r\nDemands of Society, Stress Management and Physical & Mental Well-being. The Deed\r\nprovides the Trustee the discretion for capital to be distributed, and for any or all of the\r\nnet annual income to be capitalised for the first 80 years.","mission":"Mr and Mrs Bear formed The Winton and Margaret Bear Charitable Trust because they\r\nbelieved that an investment in young people would pave the way for New Zealanders of\r\nthe future.\r\nThis Trust was established by deed on 15th July 1993, with subsequent amendments, by\r\nWinton Graham Bear and Margaret Alice Mary Bear. The Deed directs the Trustee to\r\ndistribute the income for the purposes of the Trust. The Deed defines the objectives of\r\nthe Trust as primarily to assist young people in their training for life this includes; but is\r\nnot limited to: Confidence Building, Self-Motivation, Control of Aggression, Coping with\r\nDemands of Society, Stress Management and Physical & Mental Well-being. The Deed\r\nprovides the Trustee the discretion for capital to be distributed, and for any or all of the\r\nnet annual income to be capitalised for the first 80 years."},"rating":{"rated":true,"grade":"C+","score":67.6,"score_scale":"0-100","financial_score":73,"governance_score":55,"transparency_score":65,"computed_date":"2026-10-01","methodology_version":"3.11","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2025-03-31","total_revenue_nzd":988958,"total_expenses_nzd":721351,"surplus_deficit_nzd":267607,"total_assets_nzd":29546322,"total_liabilities_nzd":10000,"net_assets_nzd":29536322,"cash_reserves_nzd":778549,"government_grants_nzd":null,"donations_nzd":null,"staff_costs_nzd":0,"paid_staff":null,"volunteers":0,"reporting_tier":null,"financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=6871e3cc-c50e-f011-bb41-0022480ffcd1&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-03-31","total_revenue_nzd":988958,"total_expenses_nzd":721351,"surplus_deficit_nzd":267607,"net_assets_nzd":29536322,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=6871e3cc-c50e-f011-bb41-0022480ffcd1&isPublic=true"},{"year_ended":"2024-03-31","total_revenue_nzd":669536,"total_expenses_nzd":532111,"surplus_deficit_nzd":137425,"net_assets_nzd":28890754,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=113ca935-efef-ee11-bb2f-0022480ffcd1&isPublic=true"},{"year_ended":"2023-03-31","total_revenue_nzd":503765,"total_expenses_nzd":1680218,"surplus_deficit_nzd":null,"net_assets_nzd":22667017,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d6aba58c-54d0-ed11-bb1e-000d3acc4199&isPublic=true"},{"year_ended":"2022-03-31","total_revenue_nzd":513553,"total_expenses_nzd":419124,"surplus_deficit_nzd":null,"net_assets_nzd":23830093,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=a903d8f7-82b1-ec11-bb11-0022480ffcd1&isPublic=true"},{"year_ended":"2021-03-31","total_revenue_nzd":3709380,"total_expenses_nzd":480721,"surplus_deficit_nzd":null,"net_assets_nzd":23735664,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1b1193eb-b192-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-03-31","total_revenue_nzd":533441,"total_expenses_nzd":1520263,"surplus_deficit_nzd":null,"net_assets_nzd":20507005,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=524d4f63-e073-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-03-31","total_revenue_nzd":1185898,"total_expenses_nzd":562812,"surplus_deficit_nzd":null,"net_assets_nzd":21493826,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=efb79ee8-4554-e911-953a-00155d6b7730&isPublic=true"},{"year_ended":"2018-03-31","total_revenue_nzd":1380390,"total_expenses_nzd":556281,"surplus_deficit_nzd":null,"net_assets_nzd":20837883,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=714cfbad-7c35-e811-8102-00155d6b7730&isPublic=true"},{"year_ended":"2017-03-31","total_revenue_nzd":1287536,"total_expenses_nzd":508474,"surplus_deficit_nzd":null,"net_assets_nzd":20013774,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=109d61f9-c5c5-e711-971d-00155d6b7730&isPublic=true"},{"year_ended":"2016-03-31","total_revenue_nzd":1316151,"total_expenses_nzd":539804,"surplus_deficit_nzd":null,"net_assets_nzd":22752521,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=c346b92a-19aa-e611-935c-00155de3e60a&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":1,"total_officers_recorded":1,"chair_recorded":false,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":"BDO Wellington Audit Limited","latest_audit_opinion":"unqualified","going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/winton-and-margaret-bear-charitable-trust","markdown":"https://charitydata.co.nz/api/v1/charities/winton-and-margaret-bear-charitable-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/winton-and-margaret-bear-charitable-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC10199","website":null},"freshness":{"register_as_of":"2026-10-01","financials_updated":"2026-09-25","rating_computed":"2026-10-01","generated_at":"2026-10-02T14:51:59.528Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}