Trustees’ Annual Report for the period
From 01/04/2022 Period start date To 31/03/2023 Period end date
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 |
Para 1.18 | The constitution has been followed at all times. |
issued by the Charity Commission on public benefit
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | N/A |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | Assistance with teaching CPR/defibrillation. Assistance at fundraisers. |
| Other | N/A |
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 | - 2000 people trained in CPR/defibrillation - 53 defibs in schools - 20 defibs in the community |
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against Para 1.41 objectives set
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Some delays in contact from schools, meaning that their defibrillator has not been ordered yet. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Small amount held in case of urgent maintenance needed for defibrillators |
| Amount of reserves held | Para 1.22 | £1000 |
| 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 | Adequate time to maintain all defibrillators and continue fundraising to cover these costs. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | 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 may choose 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 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 (ifany) |
|---|---|---|---|---|
| HollyYounger | Chairwoman | 2019-present | ||
| Thomas Overfield | Vice-chair | 2019-present | ||
| David Mortimer | Treasurer | 2020-present | ||
| Linda Smith | Safeguarding | 2019-present | ||
| Jaime Smith | 2019-present | |||
– 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 N/A held in this capacity
Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for N/A 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 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 Secretary, Chairwoman Chair, etc)
Date
31/07/2024
| Leon's Legacy | Leon's Legacy | 1185659 | 1185659 | 1185659 | 1185659 | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Receipts and payments accounts | CC16a | |||||||||||||||||||
| For the period from |
1st April 2022 | To | 31st March 2023 | |||||||||||||||||
| 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 | - | 15,747- | - | -- | - | 15,747- | - | 10,101- | ||||||||||||
| Fundraising events | - | 3,666- | - | -- | - | -- | - | 3,666- | - | 4,768- | ||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| Sub total(Gross income for AR) | - | 19,413- | - | -- | - | -- | - | 19,413- | - | 14,869- |
| Sub total(Gross income for AR) | - | 19,413- | - | -- | - | -- | - | 19,413- | - | 14,869- | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A2 Asset and investment sales | ||||||||||||||||||||
| - | -- | - | -- | - | -- | - | -- | |||||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| Sub total | - | -- | - | -- | - | -- | - | -- | - | -- | ||||||||||
| **Total receipts ** | - | 19,413- | - | -- | - | -- | - | 19,413- | - | 14,869- | ||||||||||
| A3 Payments | ||||||||||||||||||||
| Fundraising Costs | - | 6,721- | - | -- | - | -- | - | 6,721- | - | 727- | ||||||||||
| Cost of charitable activities | - | 11,315- | - | -- | - | -- | - | 11,315- | - | 8,618- | ||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| **Sub total ** | - | 18,036- | - | -- | - | -- | - | 18,036- | - | 9,345- | ||||||||||
CCXX R1 accounts (SS)
7/31/2024
1
| A4 Asset and investment purchases | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Badges – Merchandise for resale | - | -- | - | -- | - | -- | - | -- | - | -- | ||||||||||
| Coin Pots | - | -- | - | -- | - | -- | - | -- | - | -- | ||||||||||
| Trainee Equipment | - | -- | - | -- | - | -- | ||||||||||||||
| **Sub total ** | - | -- | - | -- | - | -- | - | -- | - | -- | ||||||||||
| **Total payments ** | - | 18,036- | - | -- | - | -- | - | 18,036- | - | 9,345- | ||||||||||
| **Net of receipts/(payments) ** | - | 1,378- | - | -- | - | -- | - | 1,378- | - | 5,524- | ||||||||||
| A5 Transfers between funds | - | -- | - | -- | - | -- | - | -- | - | -- | ||||||||||
| A6 Cash funds last year end | - | 7,251- | - | -- | - | -- | - | 7,251- | ||||||||||||
| **Cash funds this year end ** | - | 8,629- | - | -- | - | -- | - | 8,629- | - | 7,252- |
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)
7/31/2024
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)
7/31/2024
3
Signed by one or two trustees on behalf of Signature Print Name Date of approval
CCXX R4 accounts (SS)
7/31/2024
4