## **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