## **Trustees' Annual Report for the period**
Period start date Period end date 6 April 2022 5[th] April 2023 **From To**
## Section A Reference and administration details
**Charity name**
Lucky’s Legacy Rescue
**Other names charity is known by Registered charity number (if any)** 1189471
n/a
**Charity's principal address** 14b Station Road Skelmanthorpe Huddersfield **Postcode HD8 9AU**
## **Names of the charity trustees who manage the charity**
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13
14
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Estelle Wilkinson|||n/a|
||April O’Connell|||Estelle Wilkinson|
||Jack Saunders|||Estelle Wilkinson|
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## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
||**Name**|**Dates acted if not for whole year**|
|---|---|---|
||As Above||
||||
||||
March **2012**
**TAR**
1
**Names and addresses of advisers (Optional information) Type of adviser Name Address n/a Name of chief executive or names of senior staff members (Optional information)** n/a – As per trustee names above **Section B Structure, governance and management Description of the charity’s trusts** CIO – Foundation. Registered 13[th] May 2020 Type of governing document (eg. trust deed, constitution) CIO How the charity is constituted (eg. trust, association, company) Elected and appointed by Estelle Wilkinson - Founder Trustee selection methods (eg. appointed by, elected by)
## **Section B Structure, governance and management**
## **Additional governance issues (Optional information)**
|You**may choose**to include
additional information, where
relevant, about:
policies and procedures
adopted for the induction and
training of trustees;
the charity’s organisational
structure and any wider
network with which the charity
works;
relationship with any related
parties;
trustees’ consideration of
major risks and the system
and procedures to manage
them.|Lucky’s Legacy Rescue provides services and advocacy to help animals in
need.
Working with shelters in Romania, assisting with the care and rehoming of
dogs.
Providing after care support for adopters in the form of advice and training
and where necessary rehoming or rehabilitating within the UK.
Lucky’s Legacy Rescue has the following policies in place:
-
Volunteer Management Policy
-
Reserves Policy
-
Risk Management Policy (This includes reference to financial,
environmental, and political risks)
-
Complaints Policy
Lucky’s Legacy Rescue consists of 3 trustees and for the period of the
annual report a total of 30 UK based volunteers. We partnered with 1
sheltersin Romaniaforthe period ofthe annual report.|
|---|---|
## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
Lucky’s Legacy Rescue objectives are to promote humane behaviours towards animals by providing appropriate care, protection, treatment and security for animals which are in need of care and attention by reason of sickness, maltreatment, poor circumstances or ill usage. And to educate the public in matters pertaining to animal welfare in general. And to prevent the cruelty and suffering among animals.
March **2012**
**TAR**
2
For the period 6[th] April 2022 to 5[th] April 2023 Lucky’s Legacy Rescue engaged with 1 shelter in Romania (Solca Saved by the Vet), mainly for the purpose of supporting with the care of the animals and rehoming to safe and secure environments where they will be free from future harm.
Lucky’s Legacy Rescue volunteers and lead trustee Estelle Wilkinson continued to visit the shelter in Romania to ensure that the facilities and care of the shelter staff met with our high expectations of standard for animal care. This also allowed us to assess dogs which enabled a more robust matching process for rehoming.
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
Lucky’s Legacy Rescue has a robust rehoming application process, which involves pre-screening application, telephone interview and home check. All rehoming decisions are made collectively by the rehoming team and there are no unilateral rehoming decisions made. This ensures the avoidance of any conflict of interest between potential adopter and volunteer and ensures that a wide variety of perspectives are taken.
Lucky’s does not rehome adult rescue dogs to families with children under 4 years old to ensure the safety of the children and prevent dogs that may have unknown histories becoming triggered in an environment where young children reside.
In addition to the care and rehoming of the animals, Lucky’s Legacy Rescue also raises funds to support spay & neuter campaigns. These campaigns are critical to getting to the root course of the stray dog population issues in Romania.
All Lucky’s Legacy Rescue trustees have signed and adhere to the Charities commissions ‘Declaration of Eligibility and Responsibility’
## **Additional details of objectives and activities (Optional information)**
n/a
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
March **2012**
**TAR**
3
Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
For the period 6[th] April 2022 to 5[th] April 2023 Lucky’s Legacy Rescue achieved the following:
- 32 dogs rehomed.
- 650 dogs spayed or neutered as part of a campaign in partnership with a local veterinary surgery, this is our largest number of animals spayed in a year and something we are very proud of a it tackles the root cause issued of stray animals.
- During this period there was a DEFRA ban which prevented the transportation of animals from Romania to the UK. This had a profound impact on the charity and saw a huge reduction in adoption fees as there was a reduction in the number of animals that could be rehomed. We doubled down on spay and neuter campaigns during the period.
- - Our Romanian partners applied for Authorised shelter status, in order to apply considerable improvements to the shelter where required this included the addition of storage containers, a dedicated office space, viewing area for adopters and paved areas around all kennels. We also further enhanced the dog play and enrichment areas to further enhance the animals quality of life.
Lucky’s Legacy Rescue is entirely volunteer lead and supported, this is something we are extremely proud of. All our volunteers give their free time to support in various aspects of the day to day running of the charity such as social media, rehoming, administration, and practical volunteering with our partner shelters in Romania.
All funds raised go towards the care, rehoming, and rehabilitation of the animals.
March **2012**
**TAR**
4
## **Section E Financial review**
Lucky’s Legacy Rescue has a Reserves Policy which can be viewed by **Brief statement of the** request at any time. **charity’s policy on reserves** Our policy outlines our intent to where possible spend funds raised as soon as possible. The use of reserve funds held allows us to draw down funds in the event of an emergency such as sudden or unexpected veterinary treatment for an animal in our care, for example lifesaving surgery. Out reserve funds also allow is to provide back up support to adopters if UK rehoming and/or rehabilitation is required. By maintaining some reserve funds this means that the day to day running of the charity is not disrupted in these eventualities. We still plan to acquire a functional asset of land within the UK to support even more rehabilitation locally. Reserve funds continue to be held to support this vision. **Details of any funds materially** n/a **in deficit**
## **Further financial review details (Optional information)**
- Lucky’s Legacy Rescue funds principally arise from donations from the
- You **may choose** to include general public, predominantly within the UK.
- additional information, where relevant about: For the period of the annual report, Lucky’s Legacy Rescue received no
- the charity’s principal government grant or funding.
- sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## **Section F Other optional information**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
March **2012**
**TAR**
5
**Signed on behalf of the charity’s trustees**
|**Signature(s)**
**Full name(s)**
**Position (eg Secretary, Chair,**
**etc)**
**Date**|||
|---|---|---|
||April Sian|O’Connell|
||Trustee||
||29/03/2024||
March **2012**
**TAR**
6
**Lucky's Legacy Rescue 1189471 Receipts and payments accounts CC16a For the period** 4/6/2022 4/5/2023 **To from**
## **Section A Receipts and payments**
|**Section A Receipts and payments**|||||
|---|---|---|---|---|
|**A1 Receipts**
Adoption Fees
£15,808.00
Donations
£79,739.83
Sponsorship
£38,050.30
FundraisingEvents
£ -
Bank interest
£ 16.89
**-**
**-**
**133,615**
**n/a**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 133,615**
**A3 Payments**
Insurance
£ 381.54
£ 1,066.11
£ 90,791.20
UK transport
£ 1,035.40
Romania Transport
£ 6,430.00
Volunteer Expenses
£ 4,050.08
£ 10,330.14
Pet track
£ 64.80
Additional UK kennel fees
£ 6,409.22
Refund
£ 415.00
**120,973**
**n/a**
**-**
**-**
**_Sub total_ -**
**_Total payments_ 120,973**
**_Net of receipts/(payments)_ 12,642**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**63,426**
**_Cash funds this year end_ 76,068**
**Unrestricted**
**funds**
**to the nearest £**
**_Sub total_**_(Gross income for AR)_
**A2 Asset and investment sales,**
**(see table).**
Telephone / Website & Postage and admin
Donation to romanian shelter inc vet bills
and spay& neuter
UK kennels, vets and shelter kennel
supplies
**A4 Asset and investment**
**purchases, (see table)**|**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Restricted**
**funds**|**to the nearest £**
**Endowment**
**funds**|**Total funds**
**to the nearest £**
**15,808**
**79,740**
**38,050**
**-**
**17**
**-**
**-**
**133,615**
**-**
**-**
**-**
**133,615**
**382**
**1,066**
**90,791**
**1,035**
**6,430**
**4,050**
**10,330**
**65**
**6,409**
**415**
**120,973**
**-**
**-**
**-**
**120,973**
**12,642**
**-**
**63,426**
**76,068**|**Last year**
**to the nearest £**|
|||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**15,808**|**-**|
||||**79,740**|**-**|
||||**38,050**|**-**|
||||**-**|**-**|
||||**17**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**133,615**|**-**|
||||||
|||**-**
**-**
**-**|**-**||
||||**-**|**-**|
||||**-**|**-**|
||||||
|||**-**||**-**|
|||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|||
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
||||||
|||**-**|**120,973**|**-**|
||||||
|||**-**
**-**
**-**|**-**||
||||**-**||
||||**-**|**-**|
||||||
|||**-**|**120,973**|**-**|
||||||
||**-**|**-**
**-**
**-**
**-**|**12,642**|**-**|
||**-**||**-**|**-**|
||**-**||**63,426**|**-**|
||**-**||**76,068**|**-**|
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
Signed by one or two trustees on
behalf of all the trustees|**Details**
Starling
Virgin
Paypal
**Details**
n/a
**Details**
n/a
**Details**
n/a
**Details**
n/a
Signature
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**to nearest £**
**9,255**
**-**
**41,189**
**-**
**25,624**
**76,068**
**-**
OK
OK
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
Print Name
April O'Connell - Trustee
**Unrestricted**
**funds**
**Restricted**
**funds**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**to nearest £**
**Endowment**
**funds**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
|||April O'Connell - Trustee|3/29/2024|
|||||
## **Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
**Report to the trustees/** Charity Name **members of** Lucky’s Legacy Rescue **On accounts for the year** 05/04/2023 **Charity no** 1189471 **ended (if any) Set out on pages** N/A (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **05 / 04 / 2023** .
**Responsibilities and basis of report**
As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
## **Independent**
## **examiner's statement**
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
- the accounting records were not kept in accordance with section 130 of the Charities Act; or
- the accounts did not accord with the accounting records; or
- the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
|**Signed:**
**Name:**
**Relevant professional**
**qualification(s) or body**
**(if any):**
**Address:**||1/4/24|
|---|---|---|
||||
||Alice Bedford||
||||
||ACCA||
||||
||7 Lark Hill||
1
**Oct 2018**
**IER**
Mickleover
Derby, DE3 0US
## **Section B Disclosure**
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
**Give here brief details of any items that the examiner wishes to disclose** .
N/A
2
**Oct 2018**
**IER**