Trustees’ Annual Report for the period
From 01/02/2021 Period start date To 31/03/2022 Period end date
Charity name: Lucas Helps Dogs
Charity registration number:1193352
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | THE OBJECT IS TO PROMOTE HUMANE BEHAVIOUR 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 THE PREVENTION OF CRUELTY AND SUFFERING AMONG ANIMALS. |
| 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 |
Lucas Helps Dogs main aim is to reduce the population of street dogs in Sri Lanka via regular spay&neuter clinics. We are also aiming to protect the general public and the street dogs from rabies which is prevalent is Sri Lanka. We finance rabies vaccinations for all the dogs who are spayed and neutered during our clinics and for any owned dogs who need booster vaccination. We have also funded emergency treatments for injured street dogs and helped fund emergency treatments of small shelters based in Sri Lanka in form of small grants awarded to them. Lucas Helps Dogs held first ever spay&neuter clinic in mountain town of Ella in February 2022 in cooperation with other established charity based in Sri Lanka. In one day 60 dogs were sterilized, vaccinated against rabies, some of them treated for skin diseases and one emergency surgery was carried on. |
| One of the main aims of Lucas Helps Dogs is educating local Sri Lankan people in proper use of equipment for dogs (mostly using well fitting lead and collars). During the year we donated almost 300 collars and 40 leads. |
||
|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | All trustees have regard to the guidance issued by the charity commission and adhere to the charity purposes |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | 1. PURPOSE 1.1 The purpose of this policy is to set out the principles, criteria and processes that govern how ‘Lucas Helps Dogs’ makes grants 1.2 A grant is defined as a financial award made by the Foundation from its funds to support charitable activities, usually to registered charities, but sometimes to other bodies or individuals authorised by the Board of Trustees. 2. PRIORITIES FOR SUPPORT 2.1 The number of projects which can be supported is, of necessity, limited to the amount of funds available for distribution in any year. The Trustees have determined that the priorities for funding will be animal welfare registered charities 2.2 The priorities in this policy will be reviewed every year (or more often if deemed necessary by the Board of Trustees), and may be changed in accordance with the Trustees’ view of the most effective application of available funds at any point in time. 2.3 Organizations which have been personally visited and reviewed by one or more trustees of Lucas Helps Dogs will be given priority for grant making 3. PRINCIPLES |
The grant making will be governed by the following principles: 3.1 Only applications from within Sri Lanka are available for consideration 3.2 Applications for project funding will be considered on their own merit, regardless of previous rejection or receipt of grants. 3.3 The Charity will not normally support applications from large national charities i.e. those with an annual income in excess of £3 million or with £30+ million assets or charities dedicated to issues deemed by the Trustees to be already well funded 3.4 The Charity will willingly work in partnership with other organisations to fund initiatives beyond the financial scope of a single organisation. 3.5 The Board of Trustees has ultimate responsibility for all grant-making decisions 3.6 The Board of Trustees reserve the right not to approve any recommendation or nomination if, after due consideration, it determines that the resulting grant would not be charitable, falls outside its priorities, or would conflict with the Foundation’s policies or damage its reputation. 3.7 The Board of Trustees may decide to only authorise part funding of the project 3.8 The Board of Trustees will not normally support/approve applications for or from: -individuals who are not approved by one of the charities previously checked and approved by Lucas Helps Dogs or directly by the Board of Trustees -non registered charities or foundations -charities which are not registered in the UK, EU or in Sri Lanka -for travel expenses, marketing expenses -organisations whose work does not support animal welfare -organisations not operating in Sri Lanka
| -political promotion including | -political promotion including | |
|---|---|---|
| political party activity | ||
| **4. ** | GRANT APPLICATION PROCESS: | |
| 4.1 Information requirements before | ||
| awarding a grant: | ||
| Before | awarding a grant to an | |
| organisation or an individual, the | ||
| Trustees require that the | ||
| application should: | ||
| 4.1.1 | Inform the Trustees of the | |
| purpose of the application, | ||
| details of the project, the | ||
| way in which the grant | ||
| will be used and how it | ||
| will be managed | ||
| effectively for its intended | ||
| purpose | ||
| 4.1.2 | Inform the Trustees of the | |
| names of those who are to | ||
| be involved with the | ||
| project/work to be | ||
| carried out and the | ||
| identity of the person (s) | ||
| who will be responsible | ||
| for the administration of | ||
| the grant | ||
| 4.1.3 | Sign the application form | |
| to state that the applicant | ||
| undertakes to comply | ||
| with the general terms | ||
| and conditions including | ||
| that the presentation of a | ||
| cheque or acceptance of | ||
| funds through bank | ||
| transfer deems that the | ||
| recipient has accepted | ||
| these and any additional | ||
| terms and conditions | ||
| contained in a letter of | ||
| grant between the Charity | ||
| and the grant recipient | ||
| and agrees to be bound by | ||
| them. | ||
| 4.1.4 | Applications must be | |
| received directly from | ||
| animal welfare | ||
| organisations or | ||
| individuals reviewed by | ||
| one of Lucas Helps Dogs’ | ||
| approved charities or by | ||
| the Board of Trustees | ||
| itself | ||
| 4.2 All grant requests go through a | ||
| three-stage process as summarised | ||
| below: |
STAGE 1 - APPLICATION: all grant applications will be subject to initial assessment to ensure they meet the basic criteria for funding. STAGE 2 – ASSESSMENT: Trustees determine whether the request should be shortlisted for support. STAGE 3- requests not shortlisted are rejected. Grants not recommended are rejected, unless allocated to another fund. All grants must be approved/confirmed by the Board of Trustees or a person/committee acting with its delegated authority. 4.3 Lucas Helps dogs will aim to inform all applicants in writing about the outcome of their application for funding 4.4 The Board of Trustees will not be obliged to provide an explanation to the applicant should their application be unsuccessful 4.5 The Board of Trustees reserves the right to directly shortlist those organisations which have been personally checked, visited and approved by one or more of the Trustees 4.6 All grant applicants to Lucas Helps Dogs must be able to demonstrate their charitable purpose and public benefit to be considered for grant 4.7 Lucas Helps Dogs’ trustees will, if possible, personally visit organizations in Sri Lanka before awarding any grants to them. This is to minimize any risks of the organizations not carrying the work funded by Lucas Helps Dogs and also to ensure that the organization/s are providing the best care possible for the animals and they are contributing to the
improvement of animal welfare in Sri Lanka 5. MONITORING 5.1 It is the policy of the Trustees to monitor all grants made. To this end, before a grant can be confirmed, conditions will be stipulated appropriate to the work to be carried out and progress will be assessed against agreed targets and/or milestones. If the grant is payable in instalments, then payment of subsequent grant instalments will be dependent on satisfactory progress having been demonstrated and the Trustees reserve the right to withdraw the grant on receipt of unsatisfactory progress reports. Failure to submit reports at the time specified by the Trustees may also jeopardise the continuation of the Charity’s support. In addition to reports detailing progress, grant recipients will be expected to provide: • A statement of how their Charity monies have been spent for the year; • Details (where appropriate) of any other funds applied to the same project. 5.2 Monitoring visits by representatives of the Foundation may be expected during the period of a grant. 5.3 The Trustees also expect to receive copies of any published articles, papers or other outputs which may result from the project 5.4 Following the conclusion of the project, the grant recipient will (where appropriate)
| be expected to submit a final report, normally within three months of the end of the grant, detailing fully the results and outputs from the project. The grant recipient should inform the Charity of any extenuating circumstances whereby the submission of the final report is delayed, to allow a mutually acceptable date for submission to be agreed. 6.PUBLICITY OF FUNDS AVAILABLE 6.1 The opportunity to apply for funding from Lucas Helps Dogs will be displayed on our website, through social media, through direct contact with charities in Sri Lanka and through any other means that Lucas Helps Dogs deem appropriate 7. AMENDEMENTS 6.1 The Board of Trustees may vary the terms of this policy from time to time. |
||
|---|---|---|
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | Volunteer Alena Dobrovolna is regularly providing Lucas Helps Dogs with handmade bandanas which Lucas Helps Dogs sells at their regular events to raise money Volunteer Michael Warburton is attending our events and is helping to run them, raise awareness and generally dedicated time to Lucas Helps Dogs. We aim to appoint more volunteers in the coming years. |
| 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 | Lucas Helps Dogs continues to contribute to lowering the numbers of street dogs in the mountain area of Ella through the spay&neuter programme. Lucas Helps Dogs has earned a good name amongst other small charities based in Sri Lanka and cooperates with them on emergency cases is regularly approached for help, advice or cooperation. Thanks to the rabies vaccination program, Lucas Helps Dogs makes massive difference in the lives of local people protecting them from the deadly disease and protects the dogs and cats. During Lucas Helps Dogs first spay&neuter clinic in Ella, National Sri Lankan TV made an appearance and featured the work on the TV in a prime time raising awareness to the locals about the need to spay dogs and cats. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Charity reserves are sufficient to continue the ongoing activities |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Currently the charity does not have a specific reserves policy Reserves at the year-end were £414.54 |
| Amount of reserves held | Para 1.22 | £414.54 |
| 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 | N/A |
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 | The charity’s principal source of funds is donations; this is supported by regular fundraising activities such as sale of handmade products made and donated by volunteers and trustees |
|---|---|---|
| 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 | Rising costs of veterinary services, medications, less donations due to rise in cost of living |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| 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 | existing trustees to agree appoint of further 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 | |
| Other |
Reference and Administrative details
| Charity name | Lucas Helps Dogs |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1193352 |
| Charity’s principal address | 68 North Fields Sturminster Newton DT10 1FD Dorset United Kingdom |
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 (if any) |
|---|---|---|---|---|
| Alena Warburton | Chair | |||
| Tereza Oharkova | Trustee | Appointed 23/09/2021 | ||
| Laura Kearns | Trustee/Public Relations |
|||
| Heather Potter | Trustee | |||
– 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 held in this capacity |
N/A |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
N/A |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
N/A |
Additional information (optional)
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 |
||
| 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 trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| Alena Warburton | ||
Chair |
||
| 10/12/2022 | ||
| 10/12/2022 |
2021/2022 Expenses/Income
----- Start of picture text -----
EXPENSES INCOME Carried forward
Admin expenses total £52.68
Advertisement £78.75
Grants to other charities £293.22
Emergency treatments £245.00
Tick/Flea treatment £23.10
Spay&neuter clinic £380.00
Collars for dogs £202.49
Donations £1,689.78
TOTAL £1,275.24 £1,689.78 £414.54
----- End of picture text -----
Expenses
----- Start of picture text -----
DATE WHAT
02/11/2021 DCC
02/14/2021 DCC
03/24/2021 K9Aid
04/15/2021 Collars
04/15/2021 Collars
04/29/2021 Dogs of Ella
04/30/2021 Underdog SL
05/02/2021 Soi Dog Foundation
05/03/2021 Postage
05/10/2021 Dogs of Ella
05/21/2021 Vanessa Allan
05/25/2021 DCC
06/08/2021 Collars
06/12/2021 Advert google
06/29/2021 Advert Media Ltd
07/20/2021 Vista print
08/02/2021 Collars
Aug 06 Animal SOS Sri Lanka
08/16/2021 Nowzad
08/18/2021 Pet Hardware
08/19/2021 Collars
09/25/2021 Dogs of Ella
11/05/2021 Paw Print London
11/11/2021 Collars
12/27/2021 ASOS
12/31/2021 Flea treatment
01/02/2022 Dogs of Ella
22/020/22 Dogs of Ella. - spay and neuter
11/11/2021 Collars hardware
01/12/2022 Primark clothes
----- End of picture text -----
----- Start of picture text -----
Description AMOUNT
Grant £ 32.81
Grant £ 10.92
Grant £ 15.00
purchase of collars for Sri Lankan dogs £ 5.75
purchase of collars for Sri Lankan dogs £ 6.09
Grant for emergency treatment £ 65.00
Grant for emergency treatment £ 50.00
Grant £ 20.64
£ 6.57
Grant for emergency treatment £ 60.00
Grant for emergency treatment £ 40.00
Grant £ 38.85
purchase of collars for Sri Lankan dogs £ 16.99
Advertisement on google £ 13.45
Advertisement on google £ 50.00
Printing of charity leaflets £ 15.11
purchase of collars for Sri Lankan dogs £ 29.60
Grant for emergency treatment £ 30.00
Grant £ 15.00
Purchase of hardware to make collars to be donated to Sri Lankan dogs £ 45.96
purchase of collars for Sri Lankan dogs £ 25.68
grant £ 130.00
advert £ 15.30
purchase of collars for Sri Lankan dogs £ 20.77
postage £ 4.00
£ 23.10
Grant £ 30.00
spay and neuter clinic for 60 dogs £ 380.00
Purchase of hardware to make collars to be donated to Sri Lankan dogs £ 51.65
t shirts with charity logo for volunteers/trustees £ 27.00
£ 1,275.24
----- End of picture text -----
----- Start of picture text -----
Income Donations
02/14/2021 Eva Kasparkova £ 32.98
02/23/2021 Olivia Irvine £ 30.00
03/13/2021 Michael Siskova £ 28.23
04/11/2021 Carol Fenimore £ 40.58
04/13/2021 Michael Siskova £ 28.23
05/10/2021 Kelluy Levell £ 33.68
05/13/2021 Michael Siskova £ 28.23
06/13/2021 Bettina Ransley £ 28.83
06/13/2021 Michael Siskova £ 28.23
07/08/2021 Katherina Asbury £ 5.41
08/10/2021 Vegan Market £ 100.00
08/11/2021 Deimante Aleksan £ 9.41
08/13/2021 Michael Siskova £ 28.23
08/16/2021 Bettina Ransley £ 19.12
08/18/2021 Kaarzuna Kolomycew £ 28.83
09/13/2021 Michael Siskova £ 28.23
09/25/2021 Laura Kearns £ 115.00
09/25/2021 Alena Warburton £ 15.00
10/13/2021 Michael Siskova £ 28.23
11/04/2021 Rosie Cook £ 5.52
11/13/2021 Michael Siskova £ 28.23
12/13/2021 Michael Siskova £ 28.23
01/13/2022 Michael Siskova £ 28.23
12/11/2021 Bettina Ransley £ 19.52
12/22/2021 Paypal Giving Fund £ 157.60
01/18/2022 Laura Kearns £ 100.00
01/31/2022 Paypal Giving Fund £ 3.75
02/24/2022 Jane Hunt £ 9.66
02/28/2022 Marika Steinsailer £ 7.56
03/06/2022 Sue Marchant £ 19.52
03/07/2022 Elizabeth Smith £ 72.47
03/13/2022 Michael Siskova £ 28.99
02/13/2022 Michael Siskova £ 28.99
10/12/2021 Donation £ 45.00
12/02/2021 FARS £ 98.29
12/14/2021 Vegan Fair £ 71.77
12/29/2022 H Potter donation £ 20.00
01/17/2022 Vegan fair £ 80.00
01/17/2022 FARS £ 130.00
02/24/2022 Nigel Cornick £ 50.00
£ 1,689.78
----- End of picture text -----