## **Trustees’ Annual Report for the period**
**From Period start date 01/04/2021 To Period end date 31/03/2022**
## **Charity name: Leon’s Legacy**
## **Charity registration number: 1185659**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**Providing schools with AED**
**defibrillators and supporting their**
**ongoing care and maintenance.**
**-**
**Working with schools**
**to support measures to**
**enable their AED**
**defibrillators to be made**
**available for wider**
**community access and**
**use.**
**-**
**Providing school staff**
**and pupils with access to**
**education and training in**
**matters relating to**
**cardiac arrest, basic life**
**saving first aid and how**
**to perform CPR and**
**administer AED**
**defibrillators.**
**-**
**Offering information**
**on how to source AED**
**defibrillators and**
**providing education and**
**training in matters**
**relating to cardiac arrest,**|
|||**basic life saving first aid**
**and how to perform CPR**
**and administer AED**
**defibrillators within the**
**wider community.**|
|---|---|---|
|Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and 1.19|**Teaching free CPR and defibrillation,**
**placing more defibrillators in the**
**community, especially schools.**|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**The constitution has been followed at**
**all times.**|
## **Additional information (optional)**
You may choose to include further statements where relevant about:
SORP reference **N/A** Para 1.38 Policy on grant making **N/A** Para 1.38 Policy on social investment including program related investment **Assistance with teaching CPR/defibrillation** Para 1.38 Contribution made by volunteers
**N/A** 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|**55 Defibrillators placed into schools.**
**17 Defibrillators placed in the**
**community (assisted the community).**
**Over 1000 people trained in CPR.**|
## **Additional information (optional)**
You may choose to include further statements where relevant about:
|Achievements against
objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising
activities against objectives
set|Para 1.41||
|Investment performance
against objectives|Para 1.41|**N/A**|
|---|---|---|
|Other||**N/A**|
## **Financial Review**
|Review of the charity’s
financial position at the end
of the period|Para 1.21|**More money in the bank account than**
**normal due to delays from schools**
**getting back to us about purchasing**
**defibrillators.**|
|---|---|---|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**Several schools have been contacted**
**about purchasing a defibrillator for**
**them and have not yet got back to us**
**and so these funds are currently held**
**in the bank account.**|
|Amount of reserves held|Para 1.22|**N/A**|
|Reasons for holding zero
reserves|Para 1.22|**N/A**|
|Details of fund materially in
deficit|Para 1.24|**N/A**|
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**N/A**|
## **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|**Fundraising and grants**|
|---|---|---|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**N/A**|
|A description of the principal
risks facing the charity|Para 1.46|**N/A**|
|Other||**N/A**|
## **Structure, Governance and Management**
|Description of charity’s trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|**Charity Constitution**|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Non-profit**|
|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|**Trustees nominated and selected by**
**other Trustees.**|
|---|---|---|
|**Additional information (optional)**
You maychoose to include further statements where relevant about:|||
|Policies and procedures
adopted for the induction and
training of trustees|Para 1.51|**Induction is completed at trustee**
**meetings.**|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|**N/A**|
|Relationship with any related
parties|Para 1.51|**Three trustees are related, unrelated**
**trustees are used as signatories on the**
**bank account.**|
|Other|||
|**Reference and Administrative details**|||
|Charity name|Leon’s Legacy||
|Other name the charity uses|||
|Registered charity number|1185659||
|Charity’s principal address|28 Adams Park Way
Kirkby-in-Ashfield
Nottinghamshire
NG17 8SS|
|---|---|
|||
## **Names of the charity trustees who manage the charity**
|1
2
3
4
5
6
7
8
9
10
11
12|**Trustee name**|**Office (if any)**|**Dates acted if not**
**for whole year**|**Name of person (or**
**body) entitled to**
**appoint trustee (if**
**any)**|
|---|---|---|---|---|
||Holly Younger|Chairwoman|2019-present||
||Linda Smith||2019-present||
||Jaime Smith||2019-present||
||Thomas
Overfield||2019-present||
||David
Mortimer||2020-present||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
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13
14
15
16
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18
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20
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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|N/A|
|---|---|
|Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects|N/A|
|Details of arrangements for
safe custody and segregation
of such assets from the
charity’s own assets|N/A|
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
|**Type of**|**Name**|**Address**|
|---|---|---|
|**adviser**|||
**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)** Holly Younger **Full name(s)** Holly Younger **Position (eg** Chairwoman **Secretary, Chair, etc)**
Date
3011212022
|||**Leon's Legacy**|**Leon's Legacy**|||||||||**1185659**|**1185659**|**1185659**|**1185659**||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
||||**Receipts and payments accounts**||||||||||||||||**CC16a**||
||||**For the period**
**from**||||1st April 2021||||**To**||||31st March 2022||||||
|**Section A Receipts and payments**|||||||||||||||||||||
||||**Unrestricted**|||**Restricted funds**|||||**Endowment**||||**Total funds**||||**Last year**||
||||**to the nearest £**||||**to the nearest £**||||**to the nearest £**||||**to the nearest £**||||**to the nearest £**||
|**A1 Receipts**|||||||||||||||||||||
|Voluntary Receipts||**-**|**10,101-**|||||||**-**|**--**|||**-**|**10,101-**|||**-**|**3,048-**||
|Fundraising events||**-**|**4,768-**|||**-**|**--**|||**-**|**--**|||**-**|**4,768-**|||**-**|**2,748-**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|**_Sub total_**_(Gross income for AR)_||**-**|**14,869-**|||**-**|**--**|||**-**|**--**|||**-**|**14,869-**|||**-**|**5,796-**||
|**_Sub total_**_(Gross income for AR)_||**-**|**14,869-**|||**-**|**--**|||**-**|**--**|||**-**|**14,869-**|||**-**|**5,796-**||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|**A2 Asset and investment sales**|||||||||||||||||||||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||||||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|**_Sub total_**||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
||||||||||||||||||||||
|**_Total receipts_ **||**-**|**14,869-**|||**-**|**--**|||**-**|**--**|||**-**|**14,869-**|||**-**|**5,796-**||
|**A3 Payments**|||||||||||||||||||||
|Fundraising Costs||**-**|**727-**|||**-**|**--**|||**-**|**--**|||**-**|**727-**|||**-**|**1,534-**||
|Cost of charitable activities||**-**|**8,618-**|||**-**|**--**|||**-**|**--**|||**-**|**8,618-**|||**-**|**4,040-**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|**_Sub total_ **||**-**|**9,345-**|||**-**|**--**|||**-**|**--**|||**-**|**9,345-**|||**-**|**5,574-**||
||||||||||||||||||||||
CCXX R1 accounts (SS)
12/30/2022
1
|**A4 Asset and investment purchases**|||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|Badges – Merchandise for resale||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|Coin Pots||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|Trainee Equipment||||||||||**-**|**--**|||**-**|**--**|||**-**|**--**||
|**_Sub total_ **||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
||||||||||||||||||||||
|**_Total payments_ **||**-**|**9,345-**|||**-**|**--**|||**-**|**--**|||**-**|**9,345-**|||**-**|**5,574-**||
|**_Net of receipts/(payments)_ **||**-**|**5,524-**|||**-**|**--**|||**-**|**--**|||**-**|**5,524-**|||**-**|**222-**||
|**A5 Transfers between funds**||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|**A6 Cash funds last year end**||**-**|**1,728-**|||**-**|**--**|||**-**|**--**|||**-**|**1,728-**|||**-**|**1,506-**||
|**_Cash funds this year end_ **||**-**|**7,252-**|||**-**|**--**|||**-**|**--**|||**-**|**7,252-**|||**-**|**1,728-**||
## **Section B Statement of assets and liabilities at the end of the period**
|||||||**Unrestricted**|||**Restricted funds**|**Restricted funds**||||**Endowment**||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
||**Categories**|**Details**||||**funds**||||||||**funds**||
|||||||**to nearest £**||||**to nearest £**||||**to nearest £**||
|**B1**|**Cash funds**||||||||**-**|**--**|||**-**|**--**||
||||||**-**|**--**|||**-**|**--**|||**-**|**--**||
||||||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**_Total cash funds_**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||(agree balances with receipts and payments account
(s))|||Agreement Error||||OK||||OK|||
|||||||**Unrestricted**|||**Restricted funds**|||||**Endowment**||
|||||||**funds**||||||||**funds**||
|||**Details**||||**to nearest £**||||**to nearest £**||||**to nearest £**||
|**B2**|**Other monetary assets**||||**-**|**--**|||**-**|**--**|||**-**|**--**||
||||||**-**|**--**|||**-**|**--**|||**-**|**--**||
||||||**-**|**--**|||**-**|**--**|||**-**|**--**||
||||||**-**|**--**|||**-**|**--**|||**-**|**--**||
||||||**-**|**--**|||**-**|**--**|||**-**|**--**||
CCXX R2 accounts (SS)
12/30/2022
2
## **B3 Investment assets**
**B4 Assets retained for the charity’s own use**
**B5 Liabilities**
||||**-**|**--**||**-**|**--**||**-**|**--**|
|---|---|---|---|---|---|---|---|---|---|---|
||**Details**||**Fund**|**to which asset**
**belongs**|||**Cost (optional)**|||**Current value**
**(optional)**|
||300 badges|||||**-**|**--**||**-**|**256-**|
|||||||**-**|**--**||**-**|**--**|
|||||||**-**|**--**||**-**|**--**|
|||||||**-**|**--**||**-**|**--**|
|||||||**-**|**--**||**-**|**--**|
||**Details**||**Fund to which asset**
**belongs**|||**Cost (optional)**|||**Current value**
**(optional)**|
|---|---|---|---|---|---|---|---|---|---|
||Trainee Defibrilator||||**-**|**--**||**-**|**229-**|
||10x Charity Pots||||**-**|**--**||**-**|**59-**|
||Trainee Mannequin||||**-**|**--**||**-**|**85-**|
||||||**-**|**--**||**-**|**--**|
||||||**-**|**--**||**-**|**--**|
||||||**-**|**--**||**-**|**--**|
||||||**-**|**--**||**-**|**--**|
||||||**-**|**--**||**-**|**--**|
||||||**-**|**--**||**-**|**--**|
||**Fund to which**|||**Amount due**|||**When due**|
|---|---|---|---|---|---|---|---|
||**liability relates**|||**(optional)**|||**(optional)**|
||||**-**||**--**|||
||||**-**||**--**|||
||||**-**||**--**|||
||||**-**||**--**|||
||||**-**||**--**|||
## **Details**
CCXX R3 accounts (SS)
12/30/2022
3
> Signed by one or two trustees on behalf of Signature Print Name Date of approval
CCXX R4 accounts (SS)
12/30/2022
4