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Winton and Margaret Bear Charitable Trust

Trustees Executors as Trustee, welcomes applications for grants under The Winton and Margaret Bear Charitable Trust. The objectives of the Trust are primarily to assist young New Zealanders in the Wellington region in their training for life.


Winton and Margaret Bear Charitable Trust

IMPORTANT NOTE: The Trust will open for applications again in October 2020. Please refer back to our website closer to the time for more information regarding the Trust's guidelines, application process and application form.​ 

Applications Open – 1 October 2020
Applications Close –  31 October 2020
Trustees Meet: Early December 2020 


The Winton and Margaret Bear Charitable Trust is registered as a charitable entity (#CC10199) with Charities Services.

If you have any questions regarding the Winton and Margaret Bear Charitable Trust please contact:

Tyler Ward
Phone: 04 471 7695
Freephone: 0800 878 783
Email: beartrust@trustees.co.nz


Who were Winton and Margaret Bear?

Winton and Margaret Bear were devoted to helping young people and both passed away in 1998. Unable to have children themselves, the couple became deeply involved in helping children's homes after Mr Bear returned from wartime service as an army captain in 1947. They soon developed clear targets and ideas about the people that needed their help.

Their desire to help "the younger generation" led them to finding ways to put their money to good work. With the good advice they received from Trustees Executors and their own good judgement, the Bears decided to set up a private charitable trust with Trustees Executors. Every cent, every asset - even their family home - went into the Winton and Margaret Bear Charitable Trust. Their selfless philosophy of helping others has benefited many young people when they left behind a truly wonderful legacy for the youth of the Wellington region.

The Bears 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.

Since its formation, the trust has enabled hundreds of worthy participants to attend health and education programmes, outdoor recreational programmes, school camps and employment training programmes.

The couple - virtually inseparable in life - died within months of each other in 1998, both aged 85. Since their deaths, their legacy and the philosophy of the Trust has been continued by Trustees Executors. The trust created by Winton and Margaret Bear is a wonderful gift to young people, and it is Trustees Executors' duty as sole trustee to ensure their legacy and vision are carried on through future generations.

Get in touch

Our commitment is to ensure your long-term financial success through one-on-one service and an enduring relationship built on trust.

For more information about any of our services or to arrange a complimentary consultation to discuss your needs, contact a Private Wealth specialist today and take control of your financial future.

Call 0800 878 783

Contact an adviser in your region Or Email enquiries@trustees.co.nz