2024-03-31-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.

From

Trustees' Annual Report for the period

Period start date 1 Apr 2023

T Period end date o 31 Mar 2024

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

Trustee name Office (if any) Dates acted if not for whole year 1 Luke Pearce 2023/24 2 Johan Berendjy (Treasurer / Sec) 2023/24 3 William J Routley 2023/24 4 Richard Hill (Honorary President) 2023/24 5 Kevin Whitehead 2023/24 6 Andrew Collingbourne (Chairman of Charity Bank Account). 2023/24 7 Chris Mahoney 2023/24 8 9 10 11 12	Name of person (or body) entitled to appoint trustee (if any) Johan Berendjy –*entitled to* *appoint trustee & Bank appointee* *for management of funds.*

13
14
15 16 17 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

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March 2012

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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March 2012

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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March 2012

Additional details of objectives and activities (Optional information)

Grant application process

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

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.
All applications for funding should be made in the first instance to David Bomber Pearce Legacy via letter, or written to social media platform accounts and clearly marked for the attention of the Trustees. In addition applications can be made by verbally or via the website, if later captured at the quarterly board bids meetings.
● information requirements before awarding funding.
Before awarding funding to an individual, the Trustees require that the application should:
Inform the Trustees of the purpose, and details of the application. Also check the way in which the funding will be used in the furtherance of charitable purposes and how it will support their advancement in sport.
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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March 2012

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 to follow their advancement in s[port through sporting stories.

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

The David “Bomber” Pearce Legacy

. 1 Apr 2023 – 31 Mar 24

Beneficiaries highlights of our charitable good causes so far and projected through the year :

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March 2012

Section D Achievements and erformance p

2024 – Forecast of community sporting projects:

Newport Saints Football Club.
Eastside Boxing Gym.
Newport MMA.
Wales Wrestling.
Mark Lloyd – Snooker
Holly Ennis – Sporting equipment.
Havedoynys RFC – Touch Rugby.
PILL AFC.
Newport Saracens.
Homeless at Christmas.
Tegan Waters - Girls hockey player.
Newport High School Old Boys (NHSOB) Rugby U12.
Gumshields for junior sports.
12 days of Christmas sponsorship.
Riverside Rovers U8.
Liswerry Lizards – Girls.
White Knights Rugby Union.
1. Muay Thai Boxing timer.

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March 2012

Section D Achievements and erformance p

Aqua Bag – Combat Sports.
Muay Thai – Traditional Headress.
Vidigal (RIO) – BJJ.
Archie Fielding – Brazielio sponsorship.
BJJ – Rowan & Riley Stevens.
Duffryn Judo.
Wales Judo.
Swimming weights – Manny.
Grappling – Jax.
Rugby League – Lucas Evans.
Sailing Association.
Coaching youth development – Tiago.
Achievement badges for sport.

Notes :

There are other various amateur sporting projects that have been granted sponsorship during the FY; they are displayed on social media and the website including future planned sponsorship and initiatives. The aim is for the charity to provide sponsored grants for the advancement of sport and then follow the sponsored athletes via their individual/ team sporting stories. The preferred way based on SM Platform measures and analytics is the use of Instagram stories. This allows the sportsperson to share their story directly with us so we can enhance their profile to promote the sporting story.

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March 2012

Section E Financial review

Brief statement of the

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

charity’s policy on reserves

Details of any funds materially in deficit

No funds 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);
Fundraising events – Just Giving, Q&A Dinner, Race Day, Sponsored Walk.
Improved sporting facilities in the locality for both individuals and teams, it has also provided inspiration for local sporting clubs. This is the same for the disability sporting clubs that we have supported and the 12 days of Christmas initiative the charity lead during December, which is currently in its 5 year.
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

L J Pearce

Full name(s) Johan Berendjy

Luke Pearce

Position (eg Secretary, Chair, etc) Secretary – trustee

Chair of Charity Trustees

Date 31 Mar 2024

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March 2012

Charity Name N David Bomber Pearce Legacy acy 11

David Bomber Pearce Legacy 11 Recei ts and a ments accou p p y

Period start date

For the period Period start date To from 01/04/2023

Section A Receipts and payments

Unrestricted Restricted Endowment funds funds funds

to the nearest £ to the nearest £ to the nearest £

A1 Receipts

A1 Receipts
	14,512		-
	-		-
	-		-
	-		-
	-		-
	-		-
	-		-
	-		-
*Sub total*(Gross income for AR)	14,512		-

A2 Asset and investment sales, (see table).
	-		-
	-		-
*Sub total*	-		-
*Total receipts* A3 Payments
			-

	17,842	-	-
	-	-	-
	-	-	-
	-	-	-
	-	-	-
	-	-	-
	-	-	-
	-	-	-
	-	-	-
**Sub total **	17,842	-	-

A3 Payments
	17,842	-	-
	-	-	-
	-	-	-
	-	-	-
	-	-	-
	-	-	-
	-	-	-
	-	-	-
	-	-	-
**Sub total **	17,842	-	-

A4 Asset and investment
purchases, (see table)
		-	-	-
		-	-	-
**Sub total **		-	-	-
*Total payments*	17,842		-	-
*Net of receipts/(payments)*	-	3,330	-	-
CCXX R1 accounts (SS) A5 Transfers between funds	1	-	-	11/05/2024 -

- - A6 Cash funds last year end Cash funds this year end - 3,330 - -

CCXX R2 accounts (SS)

11/05/2024

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

Categories B2 Other monetary assets B1 Cash funds	Details *Total cash funds* (agree balances with receipts and payments account(s)) N/A Details	Unrestricted funds to nearest £
		8,505
		-
		-
		8,505
		Agreement Error
		Unrestricted funds to nearest £
	N/A	-
		-
		-
		-
		-
		-

B3 Investment assets B4 Assets retained for the charity’s own use	Details
	N/A




	Details
	N/A

Details

Fund to which asset belongs Fund to which asset belongs

Fund to which liability relates

N/A

B5 Liabilities

CCXX R3 accounts (SS)

~~11/05/2024~~

~~3~~

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

L Pearce Signature JBerendjy	Print N Johan Be Luke Pe

CCXX R4 accounts (SS)

11/05/2024

o (if any)
182541
unts	CC16a
Period end date
31/03/2024

Total funds Last year to the nearest £ to the nearest £

14,512		14,080
-		-
-		-
-		-
-		-
-		-
-		-
-		-
14,512		14,080

-
-		-
-		-
14,512		14,080
17,842		18,834
-		-
-		-
-		-
-		-
-		-
-		-
-		-
-		-
17,842		18,834

	-
	-
	-			-
	17,842			18,834
-	3,330		-	4,754
	-	~~5~~		-

CCXX R5 accounts (SS)

11/05/2024

-		-
- 3,330		- 4,754

CCXX R6 accounts (SS)

11/05/2024

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)

11/05/2024

~~7~~

- - - - Name erendjy earce



	Date of approval
	01/04/2024
	01/04/2024

CCXX R8 accounts (SS)

11/05/2024