## **Trustees’ Annual Report for the period**
**From 1[st] April 2022 To 31[st] March 2023**
**Charity name: The Luke Wheaton Legacy Trust**
## **Charity registration number: 1194925**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**(a) To advance the vocational training**
**and physical education of pupils at**
**Bradley Stoke Community School and**
**other Olympus Academy Trust**
**schools, in particular but not**
**exclusively by providing and assisting**
**in the provision of financial or other**
**assistance to: (i) recognise and**
**reward vocational and/or sporting**
**excellence;**
**and/or**
**(ii) enable such persons to prepare for**
**entry into any occupation, trade or**
**profession on leaving any educational**
**establishment;**
**(b) to advance in life and help young**
**athletes in South Gloucestershire and**
**surrounding areas who have need by**
**reason of their youth, age, infirmity or**
**disability, poverty or social and**
**economic circumstances with a view**
**to improving the conditions of life and**
**advancing the education of such**
**persons, in particular but not**
**exclusively by providing grants and**
**items to individuals in need and/or**
**charities or other organisations**
**working to support such persons;**
**And**
**(c) to advance in life and help young**
**athletes in South Gloucestershire and**
**surrounding areas, in particular but**
**not exclusively by providing and**
**assisting in the provision of financial**
**or other assistance to recognise and**
**reward sporting excellence.**|
|Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or|Para 1.17 and
1.19|**We continue to help young people excel**
**both as individuals and through group**
**sports and activities. Along side this we**
**have put on our first apprenticeship**|
|services identified in the
accounts.||**open evening and have been promoting**
**the benefits of apprenticeships.**|
|---|---|---|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**All trustees have been required to**
**read and have regard to the guidance**
**issued by the Charity Commission on**
**public benefit before becoming a**
**trustee.**|
**Additional information (optional)** You may choose to include further statements where relevant about:
SORP reference **NA** Para 1.38 Policy on grant making **NA** Para 1.38 Policy on social investment including program related investment **NA** Para 1.38 Contribution made by volunteers **NA** Other
## **Achievements and Performance**
||SORP reference||
|---|---|---|
|Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|**We continued to support primary aged**
**children with access**
**to a skipping fitness**
**programme, with all staff and children**
**trained. Skipping resources are**
**provided for schools and this will**
**culminate in a fund raising event for**
**all children in each school to raise**
**sponsorship and through the year to**
**develop and improve their fitness.**
**The refurbishment and**
**replacement of equipment in the**
**Bradley Stoke Community School**
**fitness suite (now named the Luke**
**Wheaton Fitness Suite) which will**
**benefit the teaching of fitness to all**
**students in the school and will benefit**
**the students having access to a well-**
**equipped fitness suite as part of**|
**extra-curricular programmes. We have been supporting local sports clubs with funding to allow them to continue after covid. This means that young people can continue to have access to local sport and activities. We have also been helping young induvials progress with their athletics. The Trust has contributed towards the start up costs and promoted the benefits for a new local Park run which is open to ages 7 upwards and now takes place weekly. We continue to support and fund both girls football and rugby teams to allow more young people to have access to sport regardless of gender.**
## **Additional information (optional)** You may choose to include further statements where relevant about:
|Achievements against
objectives set|Para 1.41|**NA**|
|---|---|---|
|Performance of fundraising
activities against objectives
set|Para 1.41|**We have held another annual**
**fundraising event ‘Luke’s Event’ along**
**with raffles, and auctions. Local sports**
**clubs have held memorial matches and**
**individuals have raised money through**
**sponsorship for events such as Ironman**
**and walking challenges.**
**We have beat our fundraising target by**
**almost 5k this year.**|
|Investment performance
against objectives|Para 1.41|**NA**|
|Other||**NA**|
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|**TBC**|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**TBC**|
|Amount of reserves held|Para 1.22|**TBC**|
|Reasons for holding zero
reserves|Para 1.22|**TBC**|
|Details of fund materially in
deficit|Para 1.24|**TBC**|
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**TBC**|
|**Additional information (optional)**
You may choose to include further statements|**Additional information (optional)**
You may choose to include further statements|where relevant about:|
|---|---|---|
|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|**Annual sports tournaments and family**
**day at NBRFC. Other fundraising**
**activities by**
**individuals, clubs and donations from**
**businesses.**|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**NA**|
|A description of the principal
risks facing the charity|Para 1.46|**NA**|
|Other||**NA**|
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|
Para 1.25|**Trust deed**|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**CIO**|
|Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|**Eligibility for trusteeship**
**(a) Every charity trustee must be a**
**natural person.**
**(b) No one may be appointed as a**
**charity trustee: (i) if he or she is**
**under the age of 16 years; or (ii) if he**
**or she would automatically cease to**
**hold office under the provisions of**
**clause 15.1(f).**
**(c) No one is entitled to act as a**
**charity trustee whether on**
**appointment or on any re-**
**appointment until he or she has**
**expressly acknowledged, in whatever**
**way the charity trustees decide, his or**
**her acceptance of the office of charity**
**trustee.**
**(d) At least one of the trustees of the**
**CIO must be 18 years of age or over.**
**If there is no trustee aged at least 18**
**years, the remaining trustee or**
**trustees may act only to call a**
**meeting of the charity trustees, or**
**appoint a new charity trustee.**
**Elected charity trustees**
**(a) Following the first annual general**
**meeting of the members of the CIO,**
**one-third of the elected charity**
**trustees shall retire from office every**
**three (3) years. If the number of**
**elected charity trustees is not three or**
**a multiple of three, then the number**
**nearest to one-third shall retire from**
**office, but if there is only one charity**
**trustee, he or she shall retire;**
**(b) The charity trustees to retire by**
**rotation shall be those who have been**
**longest in office since their last**
**appointment or reappointment. If any**
**trustees were last appointed or**
**reappointed on the same day those to**
**retire shall (unless they otherwise**
**agree among themselves) be**
**determined by lot;**
**(c) The vacancies so arising may be**
**filled by the decision of the members**|
**at the annual general meeting; any vacancies not filled at the annual general meeting may be filled as provided in sub-clause (d) of this clause; (d) The charity trustees may at any time decide to appoint a new charity trustee, whether in place of a charity trustee who has retired or been removed in accordance with clause 15 (Retirement and removal of charity trustees), or as an additional charity trustee, provided that the limit specified in clause 12.3 on the number of charity trustees would not as a result be exceeded; (e) A person so appointed by the members of the CIO shall retire in accordance with the provisions of subclauses (a) and (b) of this clause. A person so appointed by the charity trustees shall retire at the conclusion of the annual general meeting next following the date of his appointment, and shall not be counted for the purpose of determining which of the charity trustees is to retire by rotation at that meeting. 13.2 Nominated Charity Trustees (a) Bradley Stoke Community School, Bradley Stoke Youth Football Club, North Bristol Rugby Football Club and Stoke Lane Football Club (each an “Appointing Body” and together, the “Appointing Bodies”) may each appoint one (1) charity trustee. (b) Any appointment must be made at a meeting held according to the ordinary practice of the appointing body. (c) Each appointment must be for a term of three (3) years. (d) The appointment will be effective from the later of: (i) the date of the vacancy; or (ii) the date on which the CIO is informed of the appointment. (e) The person appointed need not be a member of the appointing body. (f) A trustee appointed by the appointing body has the same duty under Clause 12.1 as the other charity trustees to act in the way he or she decides in good faith would be most likely to further the purposes of the CIO.**
You may choose to include further statements where relevant about:
**Additional information (optional)**
|Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|**NA**|
|---|---|---|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|**NA**|
|Relationship with any related
parties|Para 1.51|**NA**|
|Other||**NA**|
## **Reference and Administrative details**
|Charity name|The Luke Wheaton Legacy Trust|
|---|---|
|Other name the charity uses|Luke’s Legacy Trust|
|Registered charity number|1194925|
|Charity’s principal address|Bradley Stoke Community School
Fiddler’s Wood Lane
Bradley Stoke
BS32 9BS|
|||
**Names of the charity trustees who manage the charity**
|1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Jamie Wheaton|Chair|||
||Paula Miles|Treasurer|||
||Matt Wheaton||||
||AndyYoung|Vice Chair|||
||Steve Moir||||
||Martin Randall||||
||Simon Bryant||||
||Jamie Mayes||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
## – Corporate trustees names of the directors at the date the report was approved
**Director name**
Name of trustees holding title to property belonging to the charity
**Trustee name Dates acted if not for whole year**
## **Funds held as custodian trustees on behalf of others**
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|
|---|---|---|
|**Type of**
**adviser**
**Name**
**Address**|||
||||
||||
||||
||||
|**Name of chief executive or names of senior staff members (Optional information)**|||
||||
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s) Full name(s)** Jamie Wheaton **Position (eg Secretary,** Chair **Chair, etc) Date** 07/01/2024
**Luke Wheaton Legacy Trust Receipts and pay For the period** 1/4/2022 **from**
|**Luke Wheaton Legacy Trust**
**Receipts and pay**
**For the period**
**from**
1/4/2022|**Luke Wheaton Legacy Trust**|**Luke Wheaton Legacy Trust**|**Luke Wheaton Legacy Trust**|**Luke Wheaton Legacy Trust**|
|---|---|---|---|---|
|**Section A Receipts and payments**|||||
|**A1 Receipts**|**Unrestricted**
**to the nearest £**||**Restricted funds**
**to the nearest £**||
|Donations, legacies and grants|**-**
**7,245-**||**-**
**--**||
|Fundraising events|**-**
**6,981-**||**-**
**--**||
|Interest on deposit account|||**-**
**--**||
|Fees for charitable services|||**-**
**--**||
|Activities for generating funds (trading)|**-**
**591-**||**-**
**--**||
||**-**
**--**||**-**
**--**||
||**-**
**--**||**-**
**--**||
||**-**
**--**||**-**
**--**||
|**_Sub total_**_(Gross income for AR)_|**-**
**14,816-**||**-**
**--**||
||**-**
**--**
**-**
**--**||**-**
**--**
**-**
**--**||
|**A2 Asset and investment sales, (see table).**|||||
||**-**
**--**||**-**
**--**||
||**-**
**--**||**-**
**--**||
|**_Sub total_**
**_Total receipts_ **
**A3 Payments**
Grants and donations paid|**-**
**--**||**-**
**--**||
||||||
||**-**
**14,816-**||**-**
**--**||
||**-**
**12,120-**
**-**
**30-**
**-**
**901-**
**-**
**221-**
**-**
**35-**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**||**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**||
||**-**
**12,120-**||**-**
**--**||
|Bank interest and charges|||**-**
**--**||
|Cost of fundraising events
Fundraising costs (trading activities)
Printing, postage, stationery and computer supplies|**-**
**901-**||**-**
**--**||
||**-**
**221-**||**-**
**--**||
||**-**
**35-**||**-**
**--**||
||**-**
**--**||**-**
**--**||
||**-**
**--**||**-**
**--**||
||**-**
**--**||**-**
**--**||
||**-**
**--**||**-**
**--**||
|**_Sub total_ **|**-**
**13,307-**||**-**
**--**||
||**-**
**--**
**-**
**--**||**-**
**--**
**-**
**--**||
|**A4 Asset and investment purchases, (see table)**|||||
||**-**
**--**||**-**
**--**||
||**-**
**--**||**-**
**--**||
|**_Sub total_ **
**_Total payments_ **
**_Net of receipts/(payments)_ **
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_ **|**-**
**--**||**-**
**--**||
||||||
||**-**
**13,307-**||**-**
**--**||
||||||
||**-**
**1,509-**||**-**
**--**||
||**-**
**--**||**-**
**--**||
||**-**
**--**||**-**
**--**||
||**-**
**1,509-**||**-**
**--**||
||||||
CCXX R1 accounts (SS)
1/16/2024
1
**Section B Statement of assets and liabilities at the end of the period**
**Categories**
**Details**
## **B1 Cash funds**
## _**Total cash funds**_
(agree balances with receipts and payments account (s))
**Details**
**B2 Other monetary assets**
**Details**
**B3 Investment assets**
**Details**
**B4 Assets retained for the charity’s own use**
**Details**
**B5 Liabilities**
CCXX R2 accounts (SS)
1/16/2024
2
Signed by one or two trustees on behalf of all the trustees
Signature
CCXX R3 accounts (SS)
1/16/2024
3
**2 ments accounts CC16a** 31/3/2023 **To Endowment Total funds Last year to the nearest £ to the nearest £ to the nearest £**
||**-**|**--**|**--**|||**-**|**7,245-**|||**-**|**44,603-**||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
||**-**|**--**||||**-**|**6,981-**|||**-**|**371-**||
||**-**|**--**||||**-**|**--**|||**-**|**--**||
||**-**|**--**||||**-**|**--**|||**-**|**--**||
||**-**|**--**||||**-**|**591-**|||**-**|**--**||
||**-**|**--**||||**-**|**--**|||**-**|**--**||
||**-**|**--**||||**-**|**--**|||**-**|**--**||
||**-**|**--**||||**-**|**--**|||**-**|**--**||
||**-**|**--**||||**-**|**14,816-**|||**-**|**44,974-**||
||||||||||||||
||**-**||**--**|||**-**|**--**||||||
||**-**||**--**|||**-**|**--**|||**-**|**--**||
||**-**||**--**|||**-**|**--**|||**-**|**--**||
||**-**||**--**|||**-**|**--**||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
||**-**||**--**|||**-**|**--**|||**-**|**--**||
||**-**||**--**|||**-**|**--**|||**-**|**--**||
||||||||||||||
||**-**||**--**|||**-**|**14,816-**|||**-**|**44,974-**||
||||||||||||||
||**-**|**--**||||**-**|**12,120-**|||**-**|**4,426-**||
||**-**|**--**||||**-**|**30-**|||**-**|**69-**||
||**-**|**--**||||**-**|**901-**|||**-**|**--**||
||**-**|**--**||||**-**|**221-**|||**-**|**--**||
||**-**|**--**||||**-**|**35-**|||**-**|**--**||
||**-**|**--**||||**-**|**--**|||**-**|**--**||
||**-**|**--**||||**-**|**--**|||**-**|**--**||
||**-**|**--**||||**-**|**--**|||**-**|**--**||
||**-**|**--**||||**-**|**--**|||**-**|**--**||
||**-**|**--**||||**-**|**13,307-**|||**-**|**4,495-**||
||||||||||||||
||**-**||**--**|||**-**|**--**||||||
||**-**||**--**|||**-**|**--**||||||
||**-**||**--**|||**-**|**--**||||||
||**-**||**--**|||**-**|**--**||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
||**-**||**--**|||**-**|**--**||||||
||**-**||**--**|||**-**|**--**||||||
||||||||||||||
||**-**||**--**|||**-**|**13,307-**|||**-**|**4,495-**||
||||||||||||||
||**-**|**--**||||**-**|**1,509-**|||**-**|**40,479-**||
||**-**|**--**||||**-**|**--**|||**-**|**--**||
||**-**|**--**||||**-**|**--**|||**-**|**--**||
||**-**|**--**||||**-**|**1,509-**|||**-**|**40,479-**||
||||||||||||||
CCXX R4 accounts (SS)
1/16/2024
4
|||**Unrestricted**|||**Restricted funds**|**Restricted funds**||||**Endowment**||
|---|---|---|---|---|---|---|---|---|---|---|---|
|||**to nearest £**||||**to nearest £**||||**to nearest £**||
||**-**|**41,988-**|||**-**|**--**|||**-**|**--**||
||**-**|**--**|||**-**|**--**|||**-**|**--**||
||**-**|**--**|||**-**|**--**|||**-**|**--**||
||**-**|**41,988-**|||**-**|**--**|||**-**|**--**||
||||||
|---|---|---|---|---|
|**Unrestricted**
**to nearest £**||**Restricted funds**
**to nearest £**||**Endowment**
**to nearest £**|
|**-**
**41,988-**||**-**
**--**||**-**
**--**|
|**-**
**--**||**-**
**--**||**-**
**--**|
|**-**
**--**||**-**
**--**||**-**
**--**|
|**-**
**41,988-**||**-**
**--**||**-**
**--**|
||||||
|Agreement Error||OK||OK|
|**Unrestricted**
**funds**
**to nearest £**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**Fund to which asset**||**Restricted funds**
**to nearest £**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**Cost (optional)**
**-**
**--**
**-**
**--**||**Endowment**
**funds**
**to nearest £**|
|||||**-**
**--**|
|||||**-**
**--**|
|||||**-**
**--**|
|||||**-**
**--**|
|||||**-**
**--**|
|||||**-**
**--**|
|||||**Current value**
|
|||**-**
**--**||**(**
**)**
**-**
**--**|
|||**-**
**--**||**-**
**--**|
||||||
|||**-**
**--**||**-**
**--**|
|||**-**
**--**||**-**
**--**|
|||**-**
**--**||**-**
**--**|
|||||**Current value**
|
|||||**(**
**)**
**-**
**--**|
|||||**-**
**--**|
|||||**-**
**--**|
|||||**-**
**--**|
|||||**-**
**--**|
|||||**-**
**--**|
|||||**-**
**--**|
|||||**-**
**--**|
|||||**-**
**--**|
|||||**When due**
|
|||||**(**
**)**|
||||||
||||||
||||||
||||||
CCXX R5 accounts (SS)
1/16/2024
5
|Print Name
Jamie Wheaton|Date of approval|
|---|---|
|Jamie Wheaton|14/11/2023|
|||
CCXX R6 accounts (SS)
1/16/2024
6