## **Trustees' Annual Report for the period**
**From**
Period start date 1 Apr 2021
**T** Period end date **o** 31 Mar 2022
## 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**
104 Brynglas Drive
Newport
**Postcode NP20 5QS**
## **Names of the charity trustees who manage the charity**
**Dates acted if not for whole Trustee name Office (if any) year** 2021/22 1[Luke Pearce ] 2[Johan Berendjy ] (Treasurer / Sec) 2021/22 3 Kevin Whitehead 2021/22 4 Chris Mahoney 2021/22 5 William J Routley 2021/22
**Name of person (or body) entitled to appoint trustee (if any)** Luke Pearce – _**entitled to appoint trustee.**_ Johan Berendjy – _**entitled to appoint trustee.**_
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**Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
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## **Names and addresses of advisers (Optional information)**
**Type of adviser Name Address Original Committee Member**
**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
Constitution
- (eg. trust deed, constitution)
How the charity is constituted
Foundation Model Constitution
- (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**
**Summary of the objects of the charity set out in its governing document**
- 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
- 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:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
- Before awarding funding to an individual, the Trustees require that the application should:
- Inform the Trustees of the purpose of the application, details of the purpose, the way in which the funding will be used in the furtherance of charitable purposes.
- Provide adequate information regarding the identity and financial status of the applicant, if applicable.
- No funding will be considered retrospectively.
## Section D Achievements and performance
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## Section D Achievements and erformance p
**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 2021 – 31 Mar 22.**
**Beneficiaries highlights of our charitable good causes so far:**
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Section D Achievements and erformance p
**2022 – Main projects up until Apr 22** 1. Newport Saints Football Club. 2. St Joseph’s Boxing Gym. 3. Newport MMA Sports Club. 4. Wales MMA.
5. Nick Bado – Junior Darts player.
6. Romeo Costa – Welsh Amateur Boxer.
7. Knights Rugby – Girls Rugby. 8. Always Football Club. 9. Newport Saints Football Team. 10. Homeless at Christmas.
11. Tegan Waters - Girls hockey player. 12. Newport High School All boys Rugby under 10's.
13. Civil Service Football Club. 14. 12 days of Christmas sponsorship.
15. Surfing trip for amateur sports club.
16. Snooker Sponsorship.
17. Pool Sponsorship.
18. Gymnastics sponsorship.
19. Weightlifting sponsorship.
20. Winter sports sponsorship.
## **Notes** :
There are other various other amateur sporting projects that have been granted sponsorship during Apr 22 – Mar 23 – they are displayed on social media and the website including future planned sponsorship and initiatives.
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## **Section E Financial review**
The Charity keeps funding in reserve to enable it to be reactive to situations **Brief statement of the** during the coming year that cannot be foreseen. **charity’s policy on reserves**
**Details of any funds materially** No funds in deficit. **in deficit**
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- Fundraising events.
- Improved sporting facilities in the locality, it has also provided inspiration for local sporting clubs. This is the same for the disability clubs we have supported and the 12 days of Christmas initiative the charity support during December.
- The Charity does not use the funding for any investments.
- 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**
L J Pearce
**Signature(s)** J Berendjy Luke Pearce **Full name(s)** Johan Berendjy Secretary – trustee – trustee trustee **Date** 31 Mar 2022
**Position (eg Secretary, Chair, etc)** Secretary – trustee – trustee trustee Chair of Charity Trustees
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**David "Bomber" Pearce Legacy Charity**
## **Recei ts and a ments accou p p y**
**For the period** 01/04/2021 **To from**
## **Section A Receipts and payments**
**Unrestricted Restricted Endowment funds funds funds**
**to the nearest £ to the nearest £ to the nearest £**
## **A1 Receipts**
|**A1 Receipts**||||||||
|---|---|---|---|---|---|---|---|
||**19,667**||**-**|||**-**||
||**-**||**-**|||**-**||
||**-**||**-**|||**-**||
||**-**||**-**|||**-**||
||**-**||**-**|||**-**||
||**-**||**-**|||**-**||
||**-**||**-**|||**-**||
||**-**||**-**|||**-**||
|**_Sub total_**_(Gross income for AR)_|**19,667**||**-**|||**-**||
|**A2 Asset and investment sales,**||||||||
|**(see table).**||||||||
||**-**|||**-**|||**-**|
||**-**|||**-**|||**-**|
|**_Sub total_**|**-**|||**-**|||**-**|
|**_Total receipts_**|**19,667**|||**-**|||**-**|
## **A3 Payments**
|**A3 Payments**||||||
|---|---|---|---|---|---|
||**-**||**-**||**-**|
||**14,911**||**-**||**-**|
||**-**||**-**||**-**|
||**-**||**-**||**-**|
||**-**||**-**||**-**|
||**-**||**-**||**-**|
||**-**||**-**||**-**|
||**-**||**-**||**-**|
||**-**||**-**||**-**|
|**_Sub total_ **|**14,911**||**-**||**-**|
|**A4 Asset and investment**||||||||||
|---|---|---|---|---|---|---|---|---|---|
|**purchases, (see table)**||||||||||
|||**-**|||**-**|||**-**||
|||**-**|||**-**|||**-**||
|**_Sub total_ **||**-**|||**-**|||**-**||
|**_Total payments_**|**14,911**||||**-**|||**-**||
|**_Net of receipts/(payments)_**||**4,756**|||**-**|||**-**||
|CCXX R1 accounts (SS)
**A5 Transfers between funds**|1
|**-**|||**-**|||03/06/2022
**-**||
**- - A6 Cash funds last year end** _**Cash funds this year end**_ **4,756 - -**
CCXX R2 accounts (SS)
03/06/2022
2
## **Section B Statement of assets and liabilities at the end of the perio**
|**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B3 Investment assets**|**Details**
**_Total cash funds_**
(agree balances with receipts and payments account(s))
**Details**
**Details**
**Details**|**Unrestricted**
**funds**
**to nearest £**|
|---|---|---|
|||**17,771**|
|||**-**|
|||**-**|
|||**17,771**|
|||Agreement Error|
|||**Unrestricted**
**funds**
**to nearest £**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**Fund to which asset**
**belongs**|
||||
||||
||||
||||
||||
|||**Fund to which asset**
**belongs**|
||||
||||
||||
||||
||||
||||
||||
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||||
||**Fund to which**|
|---|---|
|**Details**|**liability relates**|
**B5 Liabilities**
CCXX R3 accounts (SS)
~~03/06/2022~~
~~3~~
Signed by one or two trustees on behalf of all the trustees
|_L Pearce_
Signature
~~_J Berendjy_~~|Print N
~~Johan Be~~
Luke Pe|
|---|---|
CCXX R4 accounts (SS)
03/06/2022
4
|**182541**||
|---|---|
|**unts**|**CC16a**|
|31/03/2022||
|**Total funds**
**to the nearest £**
**19,667**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**19,667**|**Last year**
**to the nearest £**|
|---|---|
|**19,667**|**-**|
|**-**|**-**|
|**-**|**-**|
|**-**|**-**|
|**-**|**-**|
|**-**|**-**|
|**-**|**-**|
|**-**|**-**|
|**19,667**|**-**|
|**-**||||
|---|---|---|---|
|**-**|||**-**|
|**-**|||**-**|
|**19,667**|||**-**|
|**-**||**-**||
|**14,911**||**-**||
|**-**||**-**||
|**-**||**-**||
|**-**||**-**||
|**-**||**-**||
|**-**||**-**||
|**-**||**-**||
|**-**||**-**||
|**14,911**||**-**||
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-
-
- -
14,911 -
4,756 -
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CCXX R5 accounts (SS)
03/06/2022
|**-**||**-**|
|---|---|---|
|**4,756**||**-**|
CCXX R6 accounts (SS)
03/06/2022
6
|**od**||
|---|---|
|**Restricted**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
OK
**Restricted**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to nearest £**|
||**-**|
||**-**|
||**-**|
||**-**|
||OK|
||**Endowment**
**funds**
**to nearest £**|
||**-**|
||**-**|
||**-**|
||**-**|
||**-**|
||**-**|
||**Current value**
**(optional)**|
|**-**|**-**|
|**-**|**-**|
|**-**|**-**|
|**-**|**-**|
|**-**|**-**|
|~~7~~
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Amount due**
**(optional)**
**-**|**Current value**
**(optional)**|
|---|---|
||**-**|
||**-**|
||**-**|
||**-**|
||**-**|
||**-**|
||**-**|
||**-**|
||**-**|
||**When due**
**(optional)**|
|**-**||
CCXX R7 accounts (SS)
03/06/2022
~~7~~
|**-**
**-**
**-**
**-**
Name
~~erendjy~~
earce||
|---|---|
|||
|||
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||Date of approval
|
||~~31/03/2022~~|
||31/03/2022|
CCXX R8 accounts (SS)
03/06/2022
8