Trustees’ Annual Report for the period
From 1[st] April 2024 To 31[st] March 2025
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 | Para 1.17 and | We continue to help young people excel |
| activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
1.19 | both as individuals and through group sports and activities. Along side this we have put on our an apprenticeship 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 | Over the past year, we have made significant progress in improving the lives of our beneficiaries and contributing to society as a whole. Through targeted programs and strategic partnerships, we have delivered measurable outcomes that reflect our mission and vision. Key Achievements We continue to financially support sports clubs, with a particular focus on promoting girls' football, rugby and tennis. Encouraging inclusivity and equal opportunities in sports. Supporting Access to Sport and Opportunity Over the past year, we have continued to support young people facing financial and social barriers to participation in sport, helping them access opportunities that would otherwise be out of reach. One young athlete was selected to represent their college at an international youth rugby tournament overseas. The total cost of participation was significant and well beyond what their family could reasonably afford. While fundraising and part-time work contributed towards the costs, additional support was required to ensure the opportunity was not lost due to financial circumstances. This case reflects a wider challenge faced by talented young people from lower- income households, where ability and commitment alone are not enough to overcome economic barriers. The beneficiary lives in a low-income household with multiple dependents and limited financial flexibility. Although day-to-day needs are met, opportunities such as international competition remain inaccessible without external support. Our involvement helped reduce financial pressure and ensured the individual could continue their sporting |
development alongside their education. Grassroots Sport and Community Impact Through partnerships with local rugby clubs and community organisations, we have supported children who would otherwise struggle to access organised sport. Funding has been used to cover essential costs including travel, playing kit, boots, club subscriptions, equipment and post-match meals. We also supported a small number of children to experience organised sports tours for the first time. In addition, we provided protective sports equipment such as shin pads and gum shields to local schools, enabling pupils without the necessary resources to take part fully in physical education sessions. The impact of this support is often immediate and visible, with increased participation, confidence and enjoyment among the children involved. Feedback from coaches highlights that, while not every child will progress to elite performance, the wider benefits are substantial. Regular training, structure and inclusion provide stability, routine and positive role models. Parents have expressed significant gratitude for the scheme, noting that without this support their children would not be able to participate due to the associated costs.
Mentoring and Early Intervention Alongside sport, we have continued to deliver mentoring support within schools, focusing on students facing challenges related to mental health, behaviour, attendance and engagement with education.
Our mentoring programmes have demonstrated clear outcomes:
-
Improved relationships between students and trusted adults
-
● Reduced behavioural incidents, with one student’s recorded consequences reducing by over 50% in a year
| ● Improved attendance, including |
|---|
| cases where attendance nearly |
| doubled within a single term |
| ● Increased confidence and |
| engagement in learning |
| Mentoring plays a critical role in |
| supporting students who fall outside |
| traditional funding thresholds, |
| particularly where access to EHCP or |
| SEND resources is limited. Early |
| intervention helps prevent |
| disengagement before it escalates into |
| persistent non-attendance, which is |
| significantly harder to reverse. |
| By providing consistent, targeted |
| support, mentoring helps students re- |
| engage with education, develop |
| aspirations and build the skills needed |
| for long-term success. |
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 Three peaks challenge and running events. We have beat our fundraising target by almost 20k this year. |
| NA |
Para 1.41 Investment performance against objectives NA Other
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 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 |
NA Other
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.
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| 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 BradleyStoke |
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 |
Nam e of pers on (or body ) entitl ed to appo int trust ee (if any) |
|---|---|---|---|---|
| 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)
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 Chair Secretary, Chair, etc) Date 28/01/2026
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