Winton and Margaret Bear Charitable Trust — Education Charity in Auckland
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 C+ (67.6/100). Annual revenue: $1.0M NZD. 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.
- Registration Number
- CC10199
- Charity Type
- Trust
- Registration Date
- 2007-04-22
- Status
- Active
- CharityData Rating
- C+ (67.6/100)
- Sector
- Education
- Location
- Auckland, Auckland
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- March 2025
Beneficiaries: Other charities
Financial Summary
- Total Revenue
- $1.0M NZD
- Total Expenses
- $0.7M NZD
- Total Assets
- $29.5M NZD
- Net Assets
- $29.5M NZD
- Reserve Months
- 13.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| 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 |
CharityData Rating
- Overall Grade
- C+
- Overall Score
- 67.6/100
- Financial Score
- 73
- Governance Score
- 55
- Transparency Score
- 65
- Program Spending Ratio
- 0.7%
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Trustees Executors Ltd | Trustee | 2007-03-07 |
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
Winton and Margaret Bear Charitable Trust
Financial data as at March 2025. Sourced from Charities Services register.
Reasons to look carefully (1)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- Small board structure1 current officer listed on the register — best-practice boards have 5+ members with separation of duties
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$989.0K
$721.4K
$29.5M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
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.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Expense Breakdown
VerifiedFinancial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 132 peers · Education · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
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Sector & Activities
Data 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: 29 September 2026.
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