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Charity Summary


Charity Details

Winton and Margaret Bear Charitable Trust
CC10199
9429042920779
Registered

Registration details

22/04/2007
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/CC10199

Purpose & Structure

Charitable 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.

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

Makes grants to organisations (including schools or other charities)

Social services

Education / training / research, People with disabilities

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 19/12/2025 $988,958 $721,351 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 31/12/2024 3/02/2025 $669,536 $532,111 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 11/10/2023 11/10/2023 $503,765 $1,680,218 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 28/09/2022 $513,553 $419,124 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 29/09/2021 $3,709,380 $480,721 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 30/09/2020 $533,441 $1,520,263 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 25/09/2019 $1,185,898 $562,812 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 24/09/2018 $1,380,390 $556,281 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 10/11/2017 $1,287,536 $508,474 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Trustees Executors Ltd Trustee 7/03/2007

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)
19/06/2024 NOC015
19/06/2024 NOC014
15/09/2011 AR005
12/10/2010 AR004
10/10/2009 AR003
13/11/2008 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.