||||**Trustees' Annual Report for**|**Trustees' Annual Report for**|**Trustees' Annual Report for**|**Trustees' Annual Report for**|**Trustees' Annual Report for**|**Trustees' Annual Report for**|**the period**|**the period**|**the period**||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||**From**|Period start date|||||**To**|Period end date||||||
||||6|April||2023|||5
th|April|||2024||
|Section A||Reference and administration details|||||||||||||
|**Names of**
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Charity name**
**Other names charity is known by**
**Registered charity number (if any)**
**Charity's principal address**
**the charity trustees who manage the charity**
**Trustee name**
**Office (if any)**
Estelle Wilkinson
April O’Connell
Jack Saunders||||||||Lucky’s Legacy|||Rescue|||
||||||||||||n/a||||
||||||1189471||||||||||
||||||14b Station Road||||||||||
||||||Skelmanthorpe||||||||||
||||||Huddersfield||||||||||
||||||**Postcode**||||||**HD8 9**|**AU**|||
||||||||**Dates acted if n**||**ot for whole year**|||**Name of person (or body) entitled to appoint trustee (if**
**any)**
n/a
Estelle Wilkinson
Estelle Wilkinson|||
||||||||||||||||
||||||||||||||||
||**Names of the trustees for the charity, if any, (for example, any custodia**||||||**n trustees)**||||||||
||**Name**||||||**Dates acted **||**if not for whole year**||||||
||As Above||||||||||||||
||||||||||||||||
||||||||||||||||
**Names and addresses of advisers (Optional information)**
> March **2012**
1
**TAR**
**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** th CIO – Foundation. Registered 13 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) **Additional governance issues (Optional information)** Lucky’s Legacy Rescue provides services and advocacy to help animals in need. You **may choose** to include additional information, Working with shelters in Romania, assisting with the care and rehoming of dogs. where relevant, about: Providing after care support for adopters in the form of advice and training and where necessary rehoming or rehabilitating ● policies and procedures adopted for the induction within the UK. and training of trustees; Lucky’s Legacy Rescue has the following policies in place: ● the charity’s organisational structure and any wider -- Volunteer Management PolicyReserves Policy network with which the charity works; - Risk Management Policy (This includes reference to financial, environmental, and political risks) ● relationship with any related parties; - Complaints Policy ● trustees’ consideration of major risks and the Lucky’s Legacy Rescue consists of 3 trustees and for the period of the annual report a total of 18 UK based volunteers. We system and procedures to manage them. partnered with 1 shelters in Romania for the period of the 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**
2
**TAR**
th th For the period 6 April 2023 to 5 April 2024 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. The assessment process looks at all aspects of the dog’s character to ensure suitability to living in a home environment and allows us to also pinpoint what the most appropriate home would look like. 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.These decisions include the input of two separate dog trainers; Estelle Wilkinson and Megan Edwards. 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 **Summary of the main activities undertaken for the** prevent dogs that may have unknown histories becoming triggered in an environment where young children reside. We also **public benefit in relation to these objects (include** only rehome dogs in busy urban environments if they have been fostered in that environment first and foremost. This is to the **within this section the statutory declaration that** reduce the risk of a dog coming back into our care. **trustees have had regard to the guidance issued by** In addition to the care and rehoming of the animals, Lucky’s Legacy Rescue also raises funds to support spay & neuter **the Charity Commission on public benefit)** 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)**
|You**may choose**to include further statements, where
relevant, about:
●
policy on grantmaking;
●
policy programme related investment;
●
contribution made by volunteers.|n/a|
|---|---|
## Section D Achievements and performance
> March **2012**
3
**TAR**
## Section D Achievements and performance
th th For the period 6 April 2023 to 5 April 2024 Lucky’s Legacy Rescue achieved the following: **Summary of the main achievements of the charity** - 70 dogs rehomed. This is an increase on the previous year due to the DEFRA ban being lifted. **during the year** - 975 cats and 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 as it tackles the root cause issue of stray animals. - We continued to focus on the spay and neuter campaigns during the period. - We started a rehabilitation programme from a kennels in Rotherham in which we work with between 2-3 dogs at one time, working through a range of behavioural issues; this includes but is not limited to dog and human reactivity, fear of traffic, fear of a lead and harness which prevented the dog in question from being able to go on a walk, resource guarding. The dogs chosen for the programme come directly from Romania or are dogs who have come back into our care following a failed adoption. This scheme is run entirely by volunteers who dedicate their time each week to support the dogs. 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.
## **Section E Financial review**
> March **2012**
4
**TAR**
Lucky’s Legacy Rescue has a Reserves Policy which can be viewed by request at any time. **Brief statement of the 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. Our reserve funds also allow us 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 in deficit**
n/a
**Further financial review details (Optional information)** Lucky’s Legacy Rescue funds principally arise from donations from the general public, predominantly within the UK. You **may choose** to include additional information, For the period of the annual report, Lucky’s Legacy Rescue received no government grant or funding. where relevant about: ● the charity’s principal 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**
**----- Start of picture text -----**
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
O’Connell
Full name(s) April Sian
Position (eg Secretary, Chair, etc) Trustee
Date
03/02/2025
**----- End of picture text -----**
> March **2012**
5
**TAR**
Lucky's Legacy Rescue **1189471 Receipts and payments accounts CC16a For the period** 4/6/2023 4/5/2024 **To from**
## **Section A Receipts and payments**
|**Section A Receipts and payments**|||||
|---|---|---|---|---|
|**A1 Receipts**
Adoption Fees
**22,275**
Donations
**43,586**
Sponsorship
**49,606**
Bank interest
**61**
**-**
**-**
**-**
**-**
**115,528**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 115,528**
**A3 Payments**
Insurance
**428**
**1,137**
**69,458**
Romania Transport
**16,179**
Volunteer Expenses
**2,040**
**8,318**
Bank charges
**1,033**
**-**
**-**
**_Sub total_ 98,593**
**-**
**-**
**_Sub total_ -**
**_Total payments_ 98,593**
**_Net of receipts/(payments)_ 16,935**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**76,068**
**_Cash funds this year end_ 93,003**
**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 £**
**22,275**
**43,586**
**49,606**
**61**
**-**
**-**
**-**
**-**
**115,528**
**-**
**-**
**-**
**115,528**
**428**
**1,137**
**69,458**
**16,179**
**2,040**
**8,318**
**1,033**
**-**
**-**
**98,593**
**-**
**-**
**-**
**98,593**
**16,935**
**-**
**76,068**
**93,003**|**Last year**
**to the nearest £**|
|||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**22,275**|**-**|
||||**43,586**|**-**|
||||**49,606**|**-**|
||||**61**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**115,528**|**-**|
||||||
|||**-**
**-**
**-**|**-**||
||||**-**|**-**|
||||**-**|**-**|
||||||
|||**-**|**115,528**|**-**|
||||||
|||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**428**|**-**|
||||**1,137**|**-**|
||||**69,458**|**-**|
||||**16,179**|**-**|
||||**2,040**|**-**|
||||**8,318**|**-**|
||||**1,033**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**98,593**|**-**|
||||||
|||**-**
**-**
**-**|**-**||
||||**-**||
||||**-**|**-**|
||||||
|||**-**|**98,593**|**-**|
||||||
||**-**|**-**
**-**
**-**
**-**|**16,935**|**-**|
||**-**||**-**|**-**|
||**-**||**76,068**|**-**|
||**-**||**93,003**|**-**|
## **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 £**
**9,414**
**-**
**23,205**
**-**
**60,384**
**-**
**93,003**
**-**
OK
OK
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
Print Name
April O'Connell
**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|2/3/2025|
|||||
## **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** 05/04/2024 **Charity no** 1189471 **ended (if any) Set out on pages** N/A (remember to include the page numbers of additional sheets)
**Report to the trustees/ members of**
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **05 / 04 / 2024** .
**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:** Steven Whittaker **Relevant professional** AAT **qualification(s) or body (if any): Address:** 76 Birkhead Close
**Date:** 03/02/25
1
**Oct 2018**
**IER**
Kirkburton Huddersfield, HD8 0GS
## **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** .
**----- Start of picture text -----**
N/A
**----- End of picture text -----**
2
**Oct 2018**
**IER**