2021-03-31-accounts - David "Bomber" Pearce Legacy

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees' Annual Report for the period

From Period start date T Period end date 19 Mar 2020 o 31 Mar 2021

Section A Reference and administration details

Charity name The David “Bomber” Pearce Legacy

Other names charity is known by

Registered charity number (if any) 1182541

Charity's principal address 20 Redbrick gardens Riverside Newport Postcode Np19 7ed

Names of the charity trustees who manage the charity

Name of person (or body) Dates acted if not for entitled to appoint whole year trustee (if any)

Trustee name Office (if any) 1 Luke Pearce 2020/21 2 Johan Berendjy 2020/21 3 Kevin Whitehead 2020/21 4 Chris Mahoney 2020/21

5 William J Routley

2020/21

18 19 20

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year William J Routley (Mayor) 2019/21

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Names and addresses of advisers (Optional information)

Type of adviser Name Address Original Committee Mr Andrew Member Collingbourne

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document (eg. trust deed, constitution)

Constitution

Foundation Model Constitution How the charity is constituted (eg. trust, association, company)

Trustee selection methods

Appointed at the AGM.

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

●policies and procedures adopted for the induction and training of trustees;
●the charity’s organisational structure and any wider network with which the charity works;
Grant making Policy
Safeguarding Policy
Business Plan/Financial Plan
AGM
Quarterly Charity meetings
●relationship with any related parties;
●trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

To provide grants and donations for such charitable purposes for the public benefit in South Wales as are exclusively charitable according to the laws of England and Wales as the trustees may from time to time determine

Summary of the objects of the charity set out in its governing document

Nothing in this constitution shall authorise an application of the property of the CIO for the purposes which are not charitable in accordance with [section 7 of the Charities and Trustee Investment (Scotland) Act 2005] and [section 2 of the Charities Act (Northern Ireland) 2008].

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The Objects of the charity:

To provide grants and donations for such charitable purposes for the public benefit in South Wales as are exclusively charitable according to the laws of England and Wales as the trustees may from time to time determine.
● The Trustees of David Bomber Pearce Legacy seek to support those activities for purposes which help further the Objects.
Priorities for support

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

The number of projects which can be supported is, of necessity, limited to the amount of funds available for distribution in any year. The Trustees have determined that the priorities for funding over the next year will be supporting individuals that further their exclusively charitable purposes.
● Charitable causes to be supported include: • Funding for sporting activities that promote healthy recreation for young people.
• Providing specialist equipment for disabled children. • Providing relief for those in need in the locality.
The trustees will consider supporting other organisations that further their purposes as and when funds allow.

Principles

In awarding funding, the Trustees will apply the following principles:
● Applications from young people in financial hardship will be encouraged.
All applications from previous recipients of funding or from previously unsuccessful applicants will be considered by the Trustees on their own merits.
● Although the Trustees will have regard to the outcome of the previous grant, any new application will in no way receive preferential or adverse consideration.

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Additional details of objectives and activities (Optional information)

Grant application process

All applications for funding should be made in the first instance to David Bomber Pearce Legacy and clearly marked for the attention of the Trustees. Applications can be made by via the website.
information requirements before awarding funding.

You may choose to include further statements, where relevant, about:

Before awarding funding to an individual, the Trustees require that the application should:
●policy on grantmaking; ● Inform the Trustees of the purpose of the application, details of the purpose, the way in which the funding will be used in
●policy programme related the furtherance of charitable purposes. investment;
●contribution made by ● Provide adequate information regarding the identity and volunteers. financial status of the applicant, if applicable.
No funding will be considered retrospectively.

Section D Achievements and performance

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Summary of the main achievements of the charity during the year

Sponsorship Update

Our Key Aims:

1. Inspiration

2. Determination

3. Youth Development

We support the advancement of amateur sport, this includes Sporting Clubs/Teams and Sporting Individuals.

The Charity also supports disability group projects in the local area and, once a year, supports a military benevolent charity, during Remembrance.

The David “Bomber” Pearce Legacy

1 Apr 2019 – 1 Apr 20.

Beneficiaries highlights of our charitable good causes so far:

Nathan Howells - Boxing equipment.
St Joseph’s Boxing Gym
Newport MMA
Holly Ennis - MMA equipment
MMA Cymru
Newport Saints - Football
Grange Hospita children's ward - Sporting equipment patients at Christmas
Homeless support - Annual event at Christmas
Risca Primary School - Puddle suits for adventure play.
Food Bank Bettws - Annual event
Lewis Armstrong - MMA equipment.

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Newport GAA - Gaelic football equipment
Mo Jannah - Football equipment for three children in Butetown and highlight impact of pandemic on amateur sport.
Knights Rugby - Girls rugby

Section E Financial review

March 2012

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Brief statement of the charity’s policy on reserves

The Charity keeps funding in reserve to enable it to be reactive to situations during the coming year that cannot be foreseen.

Details of any funds materially in deficit

No funds in deficit.

Further financial review details (Optional information)

Fundraising events
You may choose to include additional information, where ● Improved sporting facilities in the locality, it has also provided
relevant about: inspiration for local sporting clubs. This is the same for the
● the charity’s principal disability clubs we have supported and the 12 days of Christmas sources of funds (including initiative the charity support during December.
the charity’s principal sources of funds (including any fundraising);
how expenditure has ● The Charity does not use the funding for any investments. supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) J. Berendjy Berendjy Full name(s) Johan Position (eg Secretary, Chair, Secretary Trustee etc) Date 14 Apr 2021.

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Charity Name No (if any) David "Bomber" Pearce Legacy 1182541

Recei ts and a ments accounts p p y

For the period from	1st April 2020 Period start date	To	31st March 2021 Period end date

Section A Receipts and payments

Unrestricted Restricted Endowment Total funds funds funds funds to the nearest to the nearest £ to the nearest £ to the nearest £ £

A1 Receipts

A1 Receipts	esce funds to the nearest £	esce funds to the nearest £	owe funds to the nearest £	Total funds to the nearest £
	13,722	-	-	13,722
	-	-	-	-
	-	-	-	-
	-	-	-	-
	-	-	-	-
	-	-	-	-
	-	-	-	-
	-	-	-	-
*Sub total*(Gross income for AR)	13,722	-	-	13,722

A2 Asset and investment sales, (see table).
	-			-
	-			-
*Sub total*	-			-
*Total receipts*
	13,722			13,722

A3 Payments

A3 Payments
	8,829	-	-	8,829
	-	-	-	-
	-	-	-	-
	-	-	-	-
	-	-	-	-
	-	-	-	-
	-	-	-	-
	-	-	-	-
	-	-	-	-
**Sub total **	8,829	-	-	8,829

A4 Asset and investment purchases, (see table)
	-			-
	-			-
**Sub total **	-			-
*Total payments* *Net of receipts/(payments)* CCXX R1 accounts (SS)
				8,829

	4,893			4,893

A5 Transfers between funds - - - - - - - - A6 Cash funds last year end Cash funds this year end 4,893 - - 4,893

CCXX R2 accounts (SS)

Section B Statement of assets and liabilities at the end of the period

Details *Total cash funds* (agree balances with receipts and payments account(s)) Details 12,974	Unrestricted funds to nearest £	Restricted funds to nearest £
	12,974	-
	-	-
	-	-
	12,974	-
		OK
		Restricted funds to nearest £
n/a	-	-
	-	-
	-	-
	-	-
	-	-
	-	-
Details	Fund to which asset belongs	Cost (optional)
n/a		-
		-
		-
		-
		-
Details	Fund to which asset belongs	Cost (optional)
n/a		-
		-
		-
		-
		-
		-
		-
		-
		-
Details ~~3~~	Fund to which liability relates	Amount due (optional)

CCXX R3 accounts (SS)

~~3~~

B5 Liabilities

Signed by one or two trustees on behalf of all the trustees

n/a				-
				-
				-
				-
				-

Signature

Print Name

Johan Berendjy Johan Berendjy

CCXX R4 accounts (SS)

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CC16a
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Last year

to the nearest £

17,884 - - - - - - - 17,884

17,884

12,222 - - - - - - - - 12,222

	-

	12,222

5	5,662

CCXX R5 accounts (SS)

5,662

CCXX R6 accounts (SS)

Endowment funds

to nearest £

Endowment funds to nearest £

Current value (optional)

When due (optional) 7

CCXX R7 accounts (SS)

Date of approval 1st April 2021

CCXX R8 accounts (SS)