THE LUKE WHEATON LEGACY TRUST

Charity Number: 1194925
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

OBJECTS To provide financial support for students within the LA wanting to follow vocational study and who require equipment or other support to access their courses/qualifications and to support local sports clubs and local sport in schools financially with equipment and/or other resources to enable the children and young people to take part and enjoy their sporting activities.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £28,023
Total expenditure: £16,311

People

8 Trustee(s)

10 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • Disability
  • Amateur Sport
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England

Governance

Registration history:
  • 23 June 2021: CIO registration
Organisation type:
CIO
Other names:
  • LUKE'S LEGACY TRUST (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Safeguarding policy and procedures
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Jamie Matthew Wheaton Chair 23 June 2020
None on record
Jamie Mayes Trustee 29 June 2022
None on record
Martin Phillip Randall Trustee 29 June 2022
None on record
Matthew John Wheaton Trustee 23 June 2020
None on record
Andrew Young Trustee 23 June 2020
None on record
Simon Bryant Trustee 23 June 2020
None on record
Paula Miles Trustee 23 June 2020
None on record
Steve Moir Trustee 23 June 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2022 31/03/2023 31/03/2024
Total gross income £44.97k £14.82k £28.02k
Total expenditure £4.50k £13.31k £16.31k
Income from government contracts N/A N/A N/A
Income from government grants N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 31 January 2025 On Time
Accounts and TAR 31 March 2024 31 January 2025 On Time Download Open in new window
Annual return 31 March 2023 16 January 2024 On Time
Accounts and TAR 31 March 2023 16 January 2024 On Time Download Open in new window
Annual return 31 March 2022 28 November 2022 On Time
Accounts and TAR 31 March 2022 28 November 2022 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CIO - ASSOCIATION Registered 23 Jun 2021

Charitable objects

3.1 THE OBJECTS OF THE CIO ARE: (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.

Contact information

Address:
BRADLEY STOKE COMMUNITY SCHOOL
FIDDLERS WOOD LANE
BRADLEY STOKE
BRISTOL
BS32 9BS
Phone:
01454868872
Email:
contact@lukeslegacytrust.org
Website:

www.lukeslegacytrust.org Open in new window