Trustees’ Annual Report for the period
From 01/04/24 Period start date To 31/03/25 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 | Placing defibrillators into the 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 |
Maintaining the defibrillators we have already donated, registering them to the circuit and trying to place as many as possible in lockable 24/7 accessible cabinets so that can be accessed by the wider public at all times. Providing free CPR and defibrillator training. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have read this guidance. |
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 N/A Para 1.38 Contribution made by volunteers 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 | - 76 defibrillators placed in the community. - 3200 people trained in CPR and defibrillation. - 1 Life saved that we know of. |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| Achievements against objectives set |
Para 1.41 | N/A |
| Performance of fundraising activities against objectives set |
Para 1.41 | N/A |
| 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 | Most of our funds are now being spent on maintaining our existing defibrillators as opposed to putting new ones into the community. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We try to keep a balance of £1000 in the account so that if a defibrillator is used, we have spare money to replace it’s battery/pads. |
| 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 | We need to ensure that we can fundraise enough to maintain the defibrillators that we have already donated. |
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: - Annual hockey tournament - Runner in the London marathon - 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 | Cost of maintaining the defibrillators we have already donated. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Charitable constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charitable incorporated organisation. |
| 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 | Voting of the 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 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | Three of the trustees are related. The chairwoman (Holly Younger) is the daughter of Linda Smith and the sister of Leo Smith. |
| 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 | |||
| Thomas Overfield | DeputyChair | |||
| David Mortimer | Treasurer | |||
| LibbyCrane | ||||
| Linda Smith | ||||
| Leo Smith | ||||
– 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 None held in this capacity
Name and objects of the None charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for None 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 trusteos declare that they have approved the trustaès. r&port above. Slgned on behalf of the charity's trustee SÈgnattsielsl Full namel51 Posltion leg Secretary. Chair, etcl Date ,)0/01116
Leon's Legacy
1185659
Recei ts and a ments accounts p p y
CC16a
For the period 1st April 2024 31st March 2025 To from
| Section A Receipts and payments Utitd |
Rtitd | Edt | ||
|---|---|---|---|---|
| to the nearest £ A1 Receipts VoluntaryReceipts 4,808 Fundraisingevents 1,193 - - - - - - 6,001 A2 Asset and investment sales - - Sub total - Total receipts 6,001 nresrce funds Sub total(Gross income for AR) |
to the nearest £ - - - - - - - - - - - - esrce funds |
to the nearest £ - - - - - - - - - - - - - nowmen funds |
Total funds to the nearest £ 4,808 1,193 - - - - - - 6,001 - - - 6,001 |
Last year to the nearest £ |
| 8,469 | ||||
| 2,230 | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| 10,699 | ||||
| - | ||||
| - | ||||
| - | ||||
| - | - | 6,001 | 10,699 |
| A3 Payments FundraisingCosts 1,624 Cost of charitable activities 2,070 - - - - - - Sub total 3,694 |
A3 Payments FundraisingCosts 1,624 Cost of charitable activities 2,070 - - - - - - Sub total 3,694 |
- - - - - - - - - |
- - - - - - - - - |
1,624 2,070 - - - - - - 3,694 |
|
|---|---|---|---|---|---|
FundraisingCosts |
1,624 | - | - | 1,624 | 4,800 |
| Cost of charitable activities | 2,070 | - | - | 2,070 | 11,867 |
| - | - | - | - | - | |
| - | - | - | - | - | |
| - | - | - | - | - | |
| - | - | - | - | - | |
| - | - | - | - | - | |
| - | - | - | - | - | |
| **Sub total ** | 3,694 | - | - | 3,694 | 16,667 |
01/30/2026
1
| A4 Asset and investment | |||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Badges – Merchandise for resale | - | - | - | - | - | ||||||||||||||
| Coin Pots | - | - | - | - | - | ||||||||||||||
| Trainee Equipment | - | - | - | ||||||||||||||||
| **Sub total ** | - | - | - | - | - | ||||||||||||||
| **Total payments ** | 3,694 | - | - | 3,694 | 16,667 | ||||||||||||||
| **Net of receipts/(payments) ** | 2,307 | - | - | 2,307 | - 5,968 | ||||||||||||||
| A5 Transfers between funds | - | - | - | - | - | ||||||||||||||
| A6 Cash funds last year end | 2,661 | - | - | 2,661 | 8,629 | ||||||||||||||
| **Cash funds this year end ** | 4,968 | - | - | 4,968 | 2,661 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets |
Details Details Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ - - - Agreement Error to nearest £ - - - - - Unrestricted funds Unrestricted funds |
to nearest £ - - - - OK to nearest £ - - - - - Restricted funds Restricted funds |
to nearest £ Endowment funds |
|---|---|---|---|---|
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| OK | ||||
| to nearest £ Endowment funds |
||||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - |
01/30/2026
2
-
B3 Investment assets
B4 Assets retained for the charity’s own use
B5 Liabilities
| Details 300 badges |
Fund to which asset belongs |
Cost (optional) - - - - - |
Current value (optional) |
|---|---|---|---|
| 300 badges | - | 256 | |
| - | - | ||
| - | - | ||
| - | - | ||
| - | - |
| Details Trainee Defibrilator 10x Charity Pots Trainee Mannequin |
Fund to which asset belongs |
Cost (optional) - - - - - - - - - |
Current value (optional) |
|---|---|---|---|
| Trainee Defibrilator | - | 229 | |
| 10x Charity Pots | - | 59 | |
| Trainee Mannequin | - | 85 | |
| - | - | ||
| - | - | ||
| - | - | ||
| - | - | ||
| - | - | ||
| - | - |
| Details | Fund to which liability relates |
- - - - - Amount due (optional) |
When due (optional) |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| - |
01/30/2026
3
Signed by one or two trustees on
Signature Print Name Date of approval
01/30/2026
4
Voluntary Receipts
Date of voluntary ReceiptAmount
| 03/04/24 | 220 | Justgiving | |
|---|---|---|---|
| 08/04/24 | 110 | Justgiving | |
| 16/04/24 | 87 | Justgiving | |
| 23/04/24 | 144 | Justgiving | |
| 07/05/24 | 55 | H&J Younger | |
| 13/05/24 | 164 | Justgiving | |
| 21/05/24 | 150 | Justgiving | |
| 04/06/24 | 481 | Justgiving | |
| 24/06/24 | 32 | H&J Younger | |
| 29/07/24 | 29 | Justgiving | |
| 03/09/24 | 14 | Justgiving | |
| 23/09/24 | 413 | Justgiving | |
| 30/09/24 | 518 | Justgiving | |
| 08/10/24 | 257 | Justgiving | |
| 09/10/24 | 25 | H&J Younger | |
| 21/10/24 | 387 | Enthuse | |
| 28/10/24 | 200 | ADC | |
| 02/12/24 | 10 | Justgiving | |
| 30/12/24 | 58 | Enthuse | |
| 06/01/25 | 52 | Enthuse | |
| 27/01/25 | 19 | Enthuse | |
| 27/01/25 | 1000 | Charities Trust | |
| 03/02/25 | 66 | Enthuse | |
| 04/02/25 | 55 | HJB Younger | |
| 07/02/25 | 100 | CAF25020423221CF 25020423221CF | |
| 10/02/25 | 38 | Enthuse | |
| 17/02/25 | 47 | Enthuse | |
| 03/03/25 | 10 | Justgiving | |
| 10/03/25 | 9 | Enthuse | |
| 24/03/25 | 58 | Enthuse |
4808
Voluntary Receipts
Justgiving 1st Toton Guides Justgiving Amazon Europe Core The Barratt Develo Justgiving 556117 Amazon Europe Core Robinson PLC Sterl Probus 2000 H&J Younger T Barton Pask s a Plb L Barkworth Mark Wringley Wakeland N S 556117 556117 556117 556117 Virtual Runner UK R DYGUTOWICZ D LENTON St Ralph Sherwin Elizabeth French Groundwork UK Justgiving 556117 556117 Justgiving POW Nottingham Justgiving Justgiving Justgiving Paypal Justgiving
Fundraising Events
Fundraising Event Date Amount 13/06/24 856 Credit 13/06/24 60 Cash & Dep Machine 19/08/24 267 Square 19/08/24 10 J Ward
1193
Credit Cash & Dep Machine Cash & Dep Machine Automated Credit A Gill Leons Ball Fox Lynette Charity Ball Credit Grace S J T Charity Ball Credit Fox Lynette Charity Ball A Gill Leons Ball
Fundraising Costs
| Date (Fundraising Costs) | Amount | |||
|---|---|---|---|---|
| 08/04/24 | 170 | Remloco Clothing | ||
| 20/05/24 | 31 | Paypal | ||
| 24/06/24 | 38 | 68314477 | ||
| 24/06/24 | 63 | 68314477 | ||
| 03/07/24 | 244 | Paypal | ||
| 25/07/24 | 33 | 68314477 | ||
| 01/08/24 | 23 | Square | ||
| 19/08/24 | 21 | 68314477 | ||
| 19/08/24 | 17 | Showstoppers | ||
| 19/08/24 | 50 | Cash | ||
| 19/08/24 | 33 | Paypal | ||
| 22/08/24 | 30 | Remloco Clothing | ||
| 19/09/24 | 12 | Remloco Clothing | ||
| 10/10/24 | 480 | London Marathon | ||
| 14/10/24 | 29 | The Range | ||
| 14/10/24 | 3 | Card Factory | ||
| 14/10/24 | 24 | Asda | ||
| 08/01/25 | 311 | Wix Wix Website | ||
| 16/01/24 | 12 | Remloco Clothing |
Vistaprint First Rescue Train
1624
Fundraising Costs
Awol Adventure St Johns Ambulance St Johns Ambulance Post Office Paypal William Gilbert PR Paypal Morrisons Black Rooster Ltd Trophy Supermarket Ltd First Rescue Train SP Medbatt Paypal Paypal Paypal Post Office C Martin McColl Kirkby in Ash HJB Younger Ikea Paypal Eastwood Hall Eastwood Hall Dan Disco Nova International 68314477
Cost of charitable activities
Date (Cost of charitable activities) Amount
01/05/24 245 Defib4Life 18/09/24 570 Defib4Life 18/09/24 216 Thorpe Electrical 07/02/25 821 Defib4Life 07/02/25 218 Defib4Life
Defibworld Crisp Vocational Brooklands Primary Defibworld Defibworld Defib4Life
2070
Cost of charitable activities
Defib4Life Defib4Life Defib4Life Defib4Life Defib4Life Defib4Life Defib4Life Defib4Life Defib4Life Defib4Life Defib4Life