# Winton and  Margaret Bear Charitable Trust

**Charities Register number:** CC10199
**Status:** Registered
**Registered since:** 2007-04-22
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Auckland
**NZBN:** 9429042920779
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Mr and Mrs Bear formed The Winton and Margaret Bear Charitable Trust because they believed that an investment in young people would pave the way for New Zealanders of the future. This Trust was established by deed on 15th July 1993, with subsequent amendments, by Winton Graham Bear and Margaret Alice Mary Bear. The Deed directs the Trustee to distribute the income for the purposes of the Trust. The Deed defines the objectives of the Trust as primarily to assist young people in their training for life this includes; but is not limited to: Confidence Building, Self-Motivation, Control of Aggression, Coping with Demands of Society, Stress Management and Physical & Mental Well-being. The Deed provides the Trustee the discretion for capital to be distributed, and for any or all of the net annual income to be capitalised for the first 80 years.

## CharityData rating

- **Grade:** C+ (67.6 / 100)
- **Financial health:** 73/100
- **Governance:** 55/100
- **Transparency:** 65/100
- **Computed:** 2026-09-26 (methodology 3.11)
- **Flags raised by the methodology:** none

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 2025-03-31)

- **Total revenue:** NZ$989k
- **Total expenses:** NZ$721k
- **Surplus / deficit:** NZ$268k
- **Total assets:** NZ$29.55M
- **Total liabilities:** NZ$10k
- **Net assets:** NZ$29.54M
- **Cash reserves:** NZ$779k
- **Staff costs:** NZ$0
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=6871e3cc-c50e-f011-bb41-0022480ffcd1&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 |
|---|---|---|---|---|
| 2025-03-31 | NZ$989k | NZ$721k | NZ$268k | NZ$29.54M |
| 2024-03-31 | NZ$670k | NZ$532k | NZ$137k | NZ$28.89M |
| 2023-03-31 | NZ$504k | NZ$1.68M | not disclosed | NZ$22.67M |
| 2022-03-31 | NZ$514k | NZ$419k | not disclosed | NZ$23.83M |
| 2021-03-31 | NZ$3.71M | NZ$481k | not disclosed | NZ$23.74M |
| 2020-03-31 | NZ$533k | NZ$1.52M | not disclosed | NZ$20.51M |
| 2019-03-31 | NZ$1.19M | NZ$563k | not disclosed | NZ$21.49M |
| 2018-03-31 | NZ$1.38M | NZ$556k | not disclosed | NZ$20.84M |
| 2017-03-31 | NZ$1.29M | NZ$508k | not disclosed | NZ$20.01M |
| 2016-03-31 | NZ$1.32M | NZ$540k | not disclosed | NZ$22.75M |

## Governance

- **Officers on the register:** 1 current
- **Chair recorded:** no
- **Auditor:** BDO Wellington Audit Limited
- **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=CC10199) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-23
- Financials: last updated 2026-09-25
- Rating: computed 2026-09-26
- This document generated: 2026-09-29

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/winton-and-margaret-bear-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/winton-and-margaret-bear-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/winton-and-margaret-bear-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC10199

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/winton-and-margaret-bear-charitable-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 2026-09-29T13:03:46.810Z.