Finance Score: 0

Governance Score: -3

Support Score: 6

No PartB

No volunteer policy: -2
Mainly male board: -1

Large volunteers +3
Grant maker support: +3

Overall GiG Score: 3

THE LUKE WHEATON LEGACY TRUST

OBJECTSTo 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.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from a grant maker

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
31/03/23		£14,817	£13,307	£1,510	10
31/03/22		£44,974	£4,495	£40,479	10

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Highest pay bracket: less than £60,000

Established: 3 years

www.lukeslegacytrust.org

contact@lukeslegacytrust.org

01454868872

Charity Commission for England and Wales

Listed activities

Amateur Sport
Disability
Education/Training

GiG Classification

Technical, vocational and continuing education

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England,

Who it helps

Other Defined Groups

Who works here?

Unknown number of employees
10 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Luke Wheaton Legacy
£20,020	01/09/2021	For grants made in memory of Luke Wheaton

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

JAMIE MAYES Appointed: 2022

ANDREW YOUNG Appointed: 2020

JAMIE MATTHEW WHEATON (Chair) Appointed: 2020

MARTIN PHILLIP RANDALL Appointed: 2022

MATTHEW JOHN WHEATON Appointed: 2020

PAULA MILES Appointed: 2020

SIMON BRYANT Appointed: 2020

STEVE MOIR Appointed: 2020

Legal constitution

Charity registered in England & Wales on 23/06/2021, number: 1194925

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

2 returns made; all on time

Main office

BRADLEY STOKE COMMUNITY SCHOOL
FIDDLERS WOOD LANE
BRADLEY STOKE
BRISTOL
BS32 9BS

Objectives

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.

Data Sources