Winton and Margaret Bear Charitable Trust is a Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity F (31.5/100). Annual revenue: $1.0M NZD. 1 red flag detected. Financial data as at March 2025.
Mission: 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.
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $1.0M | $0.7M | $29.5M |
| 2024 | $0.7M | $0.5M | $28.9M |
| 2023 | $0.5M | $1.7M | $22.7M |
| 2022 | $0.5M | $0.4M | $23.8M |
| 2021 | $3.7M | $0.5M | $23.7M |
| 2020 | $0.5M | $1.5M | $20.5M |
| 2019 | $1.2M | $0.6M | $21.5M |
| 2018 | $1.4M | $0.6M | $20.8M |
| 2017 | $1.3M | $0.5M | $20.0M |
| 2016 | $1.3M | $0.5M | $22.8M |
Financial data as at March 2025. Sourced from Charities Services register.
$989.0K
$721.4K
$29.5M
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.
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.
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 114 peers · Education · $100K – $1M
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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