## **Trustees' Annual Report for the period**
Period start date Period end date 6 April 2024 5[th] April 2025 **From To**
## Section A Reference and administration details
**Charity name** Lucky’s Legacy Rescue **Other names charity is known by** n/a **Registered charity number (if any)** 1189471 **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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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||
|||
|||
**TAR**
March **2012**
1
## **Names and addresses of advisers (Optional information)**
|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**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)
## **Additional governance issues (Optional information)**
Lucky’s Legacy Rescue provides services and advocacy to help animals You **may choose** to include in need. additional information, where relevant, about: Working with shelters in Romania, assisting with the care and rehoming of • policies and procedures dogs.
- policies and procedures adopted for the induction and Providing after care support for adopters in the form of advice and training
- training of trustees; and where necessary rehoming or rehabilitating within the UK.
- the charity’s organisational structure and any wider Lucky’s Legacy Rescue has the following policies in place: network with which the charity works; - Volunteer Management Policy
- • - Reserves Policy relationship with any related - Risk Management Policy (This includes reference to financial,
- parties; environmental, and political risks)
- • trustees’ consideration of - Complaints Policy major risks and the system and procedures to manage Lucky’s Legacy Rescue consists of 3 trustees and for the period of the them. annual report a total of 18 UK based volunteers. We partnered with 1 shelter 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.
**TAR**
March **2012**
2
For the period 6[th] April 2024 to 5[th] April 2025 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 no unilateral rehoming decisions are 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.
**TAR**
March **2012**
3
Section D Achievements and performance
## **Summary of the main achievements of the charity during the year**
For the period 6[th] April 2024 to 5[th] April 2025 Lucky’s Legacy Rescue achieved the following:
- 66 dogs rehomed, which is an increase on the previous year due to the DEFRA ban being lifted. This allowed us to continue with the great work of rehoming that had been impacted the previous year by the ban.
- 525 cats and dogs spayed or neutered as part of a campaign in partnership with a local veterinary surgery, the numbers remain consistently high and is something we are very proud of as it tackles the root cause issue of stray animals.
- During this period there was an increase in the spend on UK kennel fees, this was due to an intentional shift in focus on rehabilitating animals and providing behavioural training of animals prior to rehoming.
We have found that this method over direct adoptions straight from Romania into homes has allowed us to better understand the status of dogs behaviour and work to improve the success rate of adoptions via improved behaviour through training and/or making better more informed rehoming / matching selections in a bid to reduce the likelihood of an adoption being unsuccessful and having to rehome an animal that has already been adopted once. Putting less strain on the charity but also minimising the detrimental impact this can have on the animals themselves.
- During this year we also continued to support enhancements to the shelter environment as follows:
- Paving more of the common areas to provide better access and make cleaning easier to reduce contamination or spread of any diseases and meet DSV requirements
- Improved sewage system
- Repair of kennel floors
- Concrete maintenance in shelter pens
- Addition of new and repair of older fence panels
- Amendments to kennels to provide direct access to play areas
- Improvements to the indoor and outdoor cattery
- New roof system over outdoor pens
All of the above ensure the shelter environment continues to adhere to the local legislative requirements; in addition to further enriching the lives of the animals that are housed there either temporarily ahead of being rehomed or on a longer term basis in a sanctuary capacity.
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.
**TAR**
March **2012**
4
Section D Achievements and erformance p
**TAR**
March **2012**
5
## **Section E Financial review**
## **Brief statement of the charity’s policy on reserves**
Lucky’s Legacy Rescue has a Reserves Policy which can be viewed by request at any time. 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 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.
**Details of any funds materially in deficit**
n/a
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
Lucky’s Legacy Rescue funds principally arise from donations from the general public, predominantly within the UK.
For the period of the annual report, Lucky’s Legacy Rescue received no government grant or funding.
- 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.**
**Signed on behalf of the charity’s trustees**
**TAR**
March **2012**
6
|**Signature(s)**
**Full name(s)**
**Position (eg Secretary, Chair,**
**etc)**
**Date**|||
|---|---|---|
||April Sian|O’Connell|
||
Trustee||
||18/1/26||
||18/1/26||
**TAR**
March **2012**
7
||Lucky's Legacy Rescue
**1**|Lucky's Legacy Rescue
**1**|Lucky's Legacy Rescue
**1**|**189471**|
|---|---|---|---|---|
||**For the period**
**from**|4/6/2024|**To**|4/5/2025|
|**Section A Receipts and payments**|||||
|---|---|---|---|---|
|**A1 Receipts**
Adoption Fees
**18,480**
Donations
**39,549**
Sponsorship
**39,484**
Bank interest
**103**
**-**
**-**
**-**
**-**
**97,616**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 97,616**
**A3 Payments**
Insurance
**828**
Telephone / Website & Postage and admin
**847**
**54,767**
Romania Transport
**11,829**
Volunteer Expenses
**2,649**
**18,361**
Bank charges
**874**
**-**
**-**
**_Sub total_ 90,155**
**-**
**-**
**_Sub total_ -**
**_Total payments_ 90,155**
**_Net of receipts/(payments)_ 7,461**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**93,003**
**_Cash funds this year end_ 100,464**
**Unrestricted**
**funds**
**to the nearest £**
**_Sub total_**_(Gross income for AR)_
**A2 Asset and investment sales,**
**(see table).**
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 £**
**18,480**
**39,549**
**39,484**
**103**
**-**
**-**
**-**
**-**
**97,616**
**-**
**-**
**-**
**97,616**
**828**
**847**
**54,767**
**11,829**
**2,649**
**18,361**
**874**
**-**
**-**
**90,155**
**-**
**-**
**-**
**90,155**
**7,461**
**-**
**93,003**
**100,464**|**Last year**
**to the nearest £**|
|||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**18,480**|**22,275**|
||||**39,549**|**43,586**|
||||**39,484**|**49,606**|
||||**103**|**61**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**97,616**|**115,528**|
||||||
|||**-**
**-**
**-**|**-**||
||||**-**|**-**|
||||**-**|**-**|
||||||
|||**-**|**97,616**|**115,528**|
||||||
|||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**828**|**428**|
||||**847**|**1,137**|
||||**54,767**|**69,458**|
||||**11,829**|**16,179**|
||||**2,649**|**2,040**|
||||**18,361**|**8,318**|
||||**874**|**1,033**|
||||**-**|**-**|
||||**-**|**-**|
||||**90,155**|**98,593**|
||||||
|||**-**
**-**
**-**|**-**||
||||**-**||
||||**-**|**-**|
||||||
|||**-**|**90,155**|**98,593**|
||||||
||**-**|**-**
**-**
**-**
**-**|**7,461**|**16,935**|
||**-**||**-**|**-**|
||**-**||**93,003**|**76,068**|
||**-**||**100,464**|**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 £**
**3,046**
**-**
**22,579**
**-**
**75,839**
**-**
**101,464**
**-**
Agreement Error
OK
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
Print Name
**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|
|||||
|||||
## **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** 05/04/2025 **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 / 2025** .
**Responsibilities and** As the charity's trustees, you are responsible for the preparation of the **basis of report** 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.
**Date:** 27/01/26 **Signed: Name:** Steven Whittaker **Relevant professional** AAT **qualification(s) or body (if any): Address:** 76 Birkhead Close
**Oct 2018**
**IER**
1
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** .
N/A
**Oct 2018**
**IER**
2