**Trustees’ Annual Report for the period**
**From Period start date 31/01/2024 To 01/02/2025**
**Period end date**
## **Charity name: Leon’s Legacy**
## **Charity registration number: 1185659**
## **Objectives and Activities**
**----- Start of picture text -----**
SORP
reference
Summary of the purposes Para 1.17 Providing the community with AED
of the charity as set out in defibrillators and supporting their ongoing
its governing document care and maintenance.
-
Working with the community to
support measures to enable their AED
defibrillators to be made available for
wider community access and use.
-
Providing the public with
access to education and training in
matters relating to cardiac arrest,
basic life saving first aid and how to
perform CPR and use an AED
defibrillator.
-
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 Para 1.17 Teaching free CPR and defibrillation, placing
and 1.19
activities in relation to more defibrillators in the community, placing
those purposes for the the defibrillators we already have in 24/7
public benefit, in accessible cabinets.
particular, the activities,
projects or services
identified in the accounts.
Statement confirming Para 1.18 The constitution has been followed at all times.
whether the trustees have
had regard to the
guidance issued by the
Charity Commission on
public benefit
**----- End of picture text -----**
## **Additional information (optional)**
You may choose to include further statements where relevant about:
SORP reference
1
**----- Start of picture text -----**
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
Para 1.38 CPR/defibrillation
Contribution made by volunteers
N/A
Other
**----- End of picture text -----**
## **Achievements and Performance**
**----- Start of picture text -----**
SORP
reference
53 defibrillators in
schools,
24 defibrillators in the
Summary of the main achievements of the charity, Para 1.20 community, 12
identifying the difference the charity’s work has made lockable cabinets
to the circumstances of its beneficiaries and any
wider benefits to society as a whole.
**----- End of picture text -----**
## **Additional information (optional)**
You may choose to include further statements where relevant about:
|||**Current defibrillators restocked with new pads**|
|---|---|---|
|||**and batteries, new defibrillators placed in the**|
|Achievements against
objectives set|Para
1.41|**community and new 24/7 cabinets installed.**|
2
**----- Start of picture text -----**
A slower year this year due to the chairwoman
being on maternity leave.
Performance of fundraising
activities against objectives Para 1.41
set
N/A
Investment performance Para
against objectives 1.41
N/A
Other
**----- End of picture text -----**
## **Financial Review**
**----- Start of picture text -----**
Review of the charity’s Para More money in the bank account than normal
1.21
financial position at the end of due to Chairwoman being on maternity leave,
the period so less time spent sourcing places for
defibrillators.
Statement explaining the Para Reserves held to cover the cost of additional
1.22
policy for holding reserves pads/batteries if defibrillators are used in an
stating why they are held emergency.
Amount of reserves held Para £1000
1.22
Reasons for holding zero Para N/A
1.22
reserves
Details of fund materially in Para N/A
1.24
deficit
Explanation of any Para N/A
1.23
uncertainties about the charity
continuing as a going concern
**----- End of picture text -----**
## **Additional information (optional)**
You may choose to include further statements where relevant about:
**----- Start of picture text -----**
Fundraising and
donations.
The charity’s principal sources of funds (including any
fundraising) Para 1.47
N/A
Investment policy and objectives including any social
investment policy adopted Para 1.46
**----- End of picture text -----**
3
**----- Start of picture text -----**
N/A
A description of the principal risks facing the charity Para
1.46
N/A
Other
Structure, Governance and Management
Description of charity’s trusts:
Type of governing document Para Charity Constitution
1.25
(trust deed, royal charter)
How is the charity constituted? Para Non-profit
1.25
(e.g unincorporated association, CIO)
Trustee selection methods including details of any Para Trustees nominated
1.25
constitutional provisions e.g. election to post or name of and selected by other
any person or body entitled to appoint one or more Trustees.
trustees
**----- End of picture text -----**
## **Additional information (optional)**
You may choose to include further statements where relevant about:
|||**Induction is completed at trustee**|
|---|---|---|
|||**meetings.**|
|Policies and procedures adopted for the|||
|induction and training of trustees|Para
1.51||
|||**N/A**|
|The charity’s organisational structure|||
|and any wider network with which the
charity works|Para
1.51||
|||**Four trustees are related, unrelated**|
|||**trustees are used as signatories on**|
|Relationship with any related parties|Para|**the bank account.**|
||1.51||
|Other|||
4
**Reference and Administrative details**
**----- Start of picture text -----**
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
**----- End of picture text -----**
## **Names of the charity trustees who manage the charity**
**----- Start of picture text -----**
Trustee name Office (if any) Dates acted if not Name of person (or body)
for whole year entitled to appoint trustee (if any)
1 Holly Younger Chairwoman 2019-present
2 Linda Smith 2019-present
3 Jaime Smith 2019-present
4 Thomas 2019-present
Overfield
5 David Mortimer 2020-present
6 Leo Smith 2023-present
7 Libby Parbery- 2023-present
Crane
8
9
10
11
12
13
14
**----- End of picture text -----**
5
15 16 17 18 19 20
## 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**
**----- Start of picture text -----**
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 N/A
falls within the custodian charity’s objects
**----- End of picture text -----**
6
N/A
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
**----- Start of picture text -----**
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional
information)
**----- End of picture text -----**
## **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
7
**Full name(s)** Holly Younger **Position (eg Secretary, Chair, etc)** Chairwoman
> **Date** 16/01/25
8
||**Leon's Legacy**
**1185659**
**Receipts and payments accounts**
**For the period**
**from**
1st April 2023
**To**
31st March 2024|**Leon's Legacy**
**1185659**
**Receipts and payments accounts**
**For the period**
**from**
1st April 2023
**To**
31st March 2024|**Leon's Legacy**
**1185659**
**Receipts and payments accounts**
**For the period**
**from**
1st April 2023
**To**
31st March 2024|**Leon's Legacy**
**1185659**
**Receipts and payments accounts**
**For the period**
**from**
1st April 2023
**To**
31st March 2024|**Leon's Legacy**
**1185659**
**Receipts and payments accounts**
**For the period**
**from**
1st April 2023
**To**
31st March 2024|**Leon's Legacy**
**1185659**
**Receipts and payments accounts**
**For the period**
**from**
1st April 2023
**To**
31st March 2024|**Leon's Legacy**
**1185659**
**Receipts and payments accounts**
**For the period**
**from**
1st April 2023
**To**
31st March 2024|**Leon's Legacy**
**1185659**
**Receipts and payments accounts**
**For the period**
**from**
1st April 2023
**To**
31st March 2024|**CC16a**|
|---|---|---|---|---|---|---|---|---|---|
||**For the period**
**from**||1st April 2023||**To**||31st March 2024|||
|||||||||||
|**Section A Receipts and payments**||||||||||
|**A1 Receipts**|**Unrestricted**
**to the nearest £**||**Restricted funds**
**to the nearest £**||**Endowment**
**to the nearest £**||**Total funds**
**to the nearest £**||**Last year**
**to the nearest £**|
|Voluntary Receipts|**-**
**8,469-**||||**-**
**--**||**-**
**8,469-**||**-**
**15,747-**|
|Fundraising events|**-**
**2,230-**||**-**
**--**||**-**
**--**||**-**
**2,230-**||**-**
**3,666-**|
||**-**
**--**||**-**
**--**||**-**
**--**||**-**
**--**||**-**
**--**|
||**-**
**--**||**-**
**--**||**-**
**--**||**-**
**--**||**-**
**--**|
||**-**
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**--**||**-**
**--**||**-**
**--**||**-**
**--**|
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**--**||**-**
**--**|
||**-**
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**--**||**-**
**--**||**-**
**--**||**-**
**--**|
||**-**
**--**||**-**
**--**||**-**
**--**||**-**
**--**||**-**
**--**|
|**_Sub total_**_(Gross income for AR)_|**-**
**10,699-**||**-**
**--**||**-**
**--**||**-**
**10,699-**||**-**
**19,413-**|
|||||||||||
|**A2 Asset and investment sales**||||||||||
||**-**
**--**||**-**
**--**||**-**
**--**||**-**
**--**|||
||**-**
**--**||**-**
**--**||**-**
**--**||**-**
**--**||**-**
**--**|
|**_Sub total_**|**-**
**--**||**-**
**--**||**-**
**--**||**-**
**--**||**-**
**--**|
|**_Total receipts_ -**
**10,699-**
**A3 Payments**||||||||||
||**-**
**10,699-**||**-**
**--**||**-**
**--**||**-**
**10,699-**||**-**
**19,413-**|
|||||||||||
|Fundraising Costs|**-**
**4,800-**||**-**
**--**||**-**
**--**||**-**
**4,800-**||**-**
**6,721-**|
|Cost of charitable activities|**-**
**11,867-**||**-**
**--**||**-**
**--**||**-**
**11,867-**||**-**
**11,315-**|
||**-**
**--**||**-**
**--**||**-**
**--**||**-**
**--**||**-**
**--**|
||**-**
**--**||**-**
**--**||**-**
**--**||**-**
**--**||**-**
**--**|
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**--**|
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**--**||**-**
**--**|
||**-**
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**--**||**-**
**--**||**-**
**--**|
||**-**
**--**||**-**
**--**||**-**
**--**||**-**
**--**||**-**
**--**|
|**_Sub total_ -**
**16,667-**|**-**
**16,667-**||**-**
**--**||**-**
**--**||**-**
**16,667-**||**-**
**18,036-**|
|||||||||||
|**_Sub total_**_(Gross income for AR)_||**-**|**10,699-**|||**-**|**--**|||**-**|**--**|||**-**|**10,699-**|||**-**|**19,413-**||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|**A2 Asset and investment sales**|||||||||||||||||||||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||||||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|**_Sub total_**||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
||||||||||||||||||||||
|**_Total receipts_ **||**-**|**10,699-**|||**-**|**--**|||**-**|**--**|||**-**|**10,699-**|||**-**|**19,413-**||
|**A3 Payments**|||||||||||||||||||||
|Fundraising Costs||**-**|**4,800-**|||**-**|**--**|||**-**|**--**|||**-**|**4,800-**|||**-**|**6,721-**||
|Cost of charitable activities||**-**|**11,867-**|||**-**|**--**|||**-**|**--**|||**-**|**11,867-**|||**-**|**11,315-**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|**_Sub total_ **||**-**|**16,667-**|||**-**|**--**|||**-**|**--**|||**-**|**16,667-**|||**-**|**18,036-**||
||||||||||||||||||||||
CCXX R1 accounts (SS)
1/15/2025
1
|**A4 Asset and investment purchases**|||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|Badges – Merchandise for resale||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|Coin Pots||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|Trainee Equipment||||||||||**-**|**--**|||**-**|**--**|||**-**|**--**||
|**_Sub total_ **||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
||||||||||||||||||||||
|**_Total payments_ **||**-**|**16,667-**|||**-**|**--**|||**-**|**--**|||**-**|**16,667-**|||**-**|**18,036-**||
|**_Net of receipts/(payments)_ **||**-**|**5,968-**|||**-**|**--**|||**-**|**--**|||**-**|**5,968-**|||**-**|**1,378-**||
|**A5 Transfers between funds**||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|**A6 Cash funds last year end**||**-**|**8,629-**|||**-**|**--**|||**-**|**--**|||**-**|**8,629-**||||||
|**_Cash funds this year end_ **||**-**|**2,661-**|||**-**|**--**|||**-**|**--**|||**-**|**2,661-**|||**-**|**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)
1/15/2025
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)
1/15/2025
3
> Signed by one or two trustees on behalf of Signature Print Name Date of approval
CCXX R4 accounts (SS)
1/15/2025
4