## **Trustees' Annual Report for the period** Period start date 01 Feb 2020 **From To** Period end date 31 Jan 2021 ## Section A Reference and administration details **Charity name** Wolfie’s Legacy **Other names charity is known by Registered charity number (if any)** 1175441 N/A **Charity's principal address** Highfield Cottage, Myrtle Lane, Pen-y-Maes |
Highfield Cottage, Myrtle Lane, Pen-y-Maes|
Highfield Cottage, Myrtle Lane, Pen-y-Maes| |---|---| ||| |Holywell|| ||| |**Postcode**|**CH8 7BS**| ## **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(if any)**| |---|---|---|---|---| ||Gillian Daghistani|Chair|N/A|| ||MaryGarland|Secretary|N/A|| ||LucySharp|Public Relations|12/03/21 -present|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** |**Name**|**Dates acted if not for whole year**| |---|---| |N/A|N/A| ||| ||| **TAR** March **2012** 1 ## **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**||| |Accountant|Carolyn Brocklehurst|1 Rawson Road, Blacon, Chester CH1 5ND| |||| |||| |||| |**Name of chief executive or names of senior staff members (Optional information)**||| |N/A||| ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** CIO Foundation Constitution (Registered 30/10/17) Type of governing document (eg. trust deed, constitution) Trust CIO Foundation How the charity is constituted (eg. trust, association, company) Appointed by the existing trustees Trustee selection methods (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** N/A 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; - 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 promote humane behaviour towards disabled dogs by providing appropriate care, protection, treatment and security for disabled dogs which are in need of care and attention by reason of sickness, maltreatment, poor circumstances or ill usage and to educate the public in all matters pertaining to disabled dog welfare. **TAR** March **2012** 2 One of the aims of Wolfie’s Legacy has always been, to enrich the lives of people who have previously enjoyed the companionship of a canine family member; yet because of their own disability, ill-health or circumstance are no longer considered by other shelters. **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)** Never were we more needed than in 2020, when the country came into lockdown because of the pandemic. Now thousands of families wanted a dog. We were only too aware that many many dogs would be returned when restrictions lifted. We also realised that for a lot of "grown up" families life would never be the same again. The pandemic made a lot of people realise the importance of that word "family" and of course no family is complete without a dog. We decided to focus on the older families, those with children home from University, mums and dads who have accepted early retirement, or redundancy. They all pass the same comment, "now we are free" we want a dog. Strange when we are under restrictions, that many feel for the first time in decades that they are free. Our role has been to find that extra family member and we have had many many families thank us for doing just this. Examples of happy adopters such as Dionne and her daughter; a one parent family who adopted Silka a blind dog from North Macedonia. Silka has made them proud by bonding with her family enough to become their "jogging buddy". Then there’s Milly, again partially sighted. Milly is a therapy dog for the two autistic teenagers in Lisa's family. Cooper, again blind and the companion to Jocelyn who can no longer work due to a brain injury. The list continues. Sadly our plans to work with ex-servicemen, haven't as yet come to fruition; like a lot of things in 2020 they have been put on the back burner. Regardless, this has been a successful year for homing dogs with needy people. To close, I will quote the words of a couple who have adopted a deaf dog from Korea. "He makes life better, just by being in it". 2021 will see the start of our plans to set up a first-of-its-kind rehabilitation and adoption facility, specifically for dogs with disabilities. **TAR** March **2012** 3 **Additional details of objectives and activities (Optional information)** Volunteers involvement during this last year has been massively hindered by COVID-19, however despite these difficult time volunteers have been able to support us by fostering dogs and helping to fundraise online. We have had to cancel all awareness campaigns this year such as our attendance at Dog Fest and awareness & sponsored walks. You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. Section D Achievements and performance **TAR** March **2012** 4 ## Section D Achievements and erformance p **Summary of the main achievements of the charity during the year** See section C for full details but despite the COVID pandemic we were able to rehome more dogs than ever and donations were the highest we have seen in a 12 month period. **TAR** March **2012** 5 ## **Section E Financial review** **Brief statement of the** Currently the charity does not have a specific reserves policy Reserves at the year-end were 28,788 **charity’s policy on reserves** **Details of any funds materially** The charity has no funds in deficit **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); The charity’s principle source of funds is donations, this is supported by regular fundraising activities such as online auctions or challenge events such as sponsored runs Our main expenditure by far is vets bills; this is for both the veterinary treatment and rehabilitation of dogs so that the quality of their life can be significantly improved before they are rehomed. - how expenditure has 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)** **Full name(s)** Gillian Daghistani **Position (eg Secretary, Chair,** Chair **etc)** **Date** 20/04/21 **TAR** March **2012** 6 **Wolfie's Legacy 1175441 Receipts and payments accounts CC16a For the period** 01/02/2020 31/01/2021 **To from** |**Section A Receipts and payments**|**Section A Receipts and payments**||||| |---|---|---|---|---|---| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**31,097**
**4,789**
**6,387**
**-**
**-**
**-**
**-**
**-**
**42,273**
**-**
**-**
**-**
**42,273**
**-**
**3,540**
**3,225**
**796**
**2,455**
**318**
**1,427**
**-**
**-**
**11,761**
**-**
**-**
**-**
**11,761**
**30,512**
**- 16,287**
**14,563**
**28,788**|**Restricted**
**funds**
**to the nearest £**
**5,197**
**-**
**441**
**-**
**-**
**-**
**-**
**-**
**5,638**
**-**
**-**
**-**
**5,638**
**-**
**236**
**-**
**-**
**- 19**
**3,200**
**18,508**
**-**
**-**
**21,925**
**-**
**-**
**-**
**21,925**
**- 16,287**
**16,287**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**36,294**
**4,789**
**6,828**
**-**
**-**
**-**
**-**
**-**
**47,911**
**-**
**-**
**-**
**47,911**
**-**
**3,776**
**3,225**
**796**
**2,436**
**3,518**
**19,935**
**-**
**-**
**33,686**
**-**
**-**
**-**
**33,686**
**14,225**
**-**
**14,563**
**28,788**|**Last year**
**to the nearest £**| |Donations|**31,097**||||**30,514**| |Gift Aid|**4,789**||||**4,358**| |Fundraisingevents|**6,387**||||**5,172**| ||**-**||||**-**| ||**-**||||**-**| ||**-**||||**-**| ||**-**||||**-**| ||**-**||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**42,273**||||**40,044**| ||||||| |**A2 Asset and investment sales,**
**(see table).**|||||| ||**-**||||| ||**-**||||**-**| |**_Sub total_**|**-**||||**-**| |**_Total receipts_ **
**A3 Payments**|||||| ||||||**40,044**| ||||||| |Advertising|**-**||||**654**| |Animal Equipment|**3,540**||||**2,513**| |Feed & Bedding|**3,225**||||**3,147**| |Cost of FundraisingEvents|**796**||||**2,170**| |General Expenses|**2,455**||||**1,549**| |Transport|**318**||||**1,843**| |Vet & Medicine|**1,427**||||**22,046**| ||**-**||||**-**| ||**-**||||**-**| |**_Sub total_ **|**11,761**||||**33,922**| ||||||| |**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_**|||||| ||||||**33,922**| ||||||| ||**30,512**|**- 16,287**|**-**|**14,225**|**6,122**| ||**- 16,287**|**16,287**|**-**|**-**|**-**| ||**14,563**|**-**|**-**|**14,563**|**8,442**| ||**28,788**|**-**|**-**|**28,788**|**14,564**| CCXX R1 accounts (SS) 06/05/2021 1 ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Paypal
Natwest Bank
**Details**
**Details**
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**951**
**-**
**27,837**
**-**
**-**
**-**
**28,788**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Gillian Daghistani|**Endowment**
**funds**
**to nearest £**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| |||Gillian Daghistani|19/04/2021| ||||| CCXX R2 accounts (SS) 06/05/2021 2 (HARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Wolfie'5 Legacy On accounts for the year ended 31.01.21 Charity no (If any) 1175441 Set out on pages I reFK)rt lo the trustees on my examination of the accounts of the aixjve charity ('the Trust") for the year ended Responsibilities and basis of report As the charity'strustees, you are responsible for Ihe preparation of the accounts in ac¢cKdance with the requirements of the Charities Act 2011 ("Ihe Acr). I re[￿rt in respect of my examination of the Trust's accounts carried (Mrt under section 145 of the 2011 Act and in carying out my examina11c￿, I have followed all the applicable DirectKMS given by the Chaiity Commiqsi undw section 145(5){b) of the ACL Independent examinerfs statement a￿￿l￿a￿ll. Delete [ l rf not applicable. I have c￿npleted my examination. I confirm that no material matter5 have come to my attention in connection wilh the examination (other than that disclosed below ") which gives me cause to believe that in. any material respect: the accounting records were not kept in accffllance wth section 130 of the Charitses Act: or the accounts did not acccAd with the accounting records", or the accounts did not comply with Ihe applicab￿ requirements conceming the fomi and content of accounts set out in the Charitses (Accounts and RetK)rts) Regulations 2008 other than any requi￿rnent that the accounts give a 'true and fairf view which is not a matter consKlered as part of an independent examination. I have no concems and have come across no other matters in connection with the examinab.on to which attention should be drawn in this rep￿ in order to enable a proper understanding of the accounls to be reached. ' P18ase delete the words in the l)rackets rfthey do not appty. Signed: Date: 3 1 f /?021 Name: 6kriS IFR nr.t ?niA Relevant professional qualification{s) or body (If any): AAT Address: THÉ cQÉSCEtsJ I cHÉsr&Q Section B Disclosure Only complete il Ihe exafflinei needs to highlighl material matters of concern (see CC32, Independent examination of charity accourrts: directions and guidance examiners). Give here brief details of any items that the •xamingr wish•s to disclose. IFR Cbr.t ?ni A