2023-03-31-accounts - Lucas Helps Dogs

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Trustees’ Annual Report for the period

From 01/04/2023 Period start date To 31/03/2023 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 5 pop up mass spay&neuter clinic this year. £ of them in mountain town of Ella in February 2023 in cooperation with other established charity based in Sri Lanka. One in a small coastal town of Ahangama and one in Hikkaduwa. Altogether 150 dogs&cats were sterilized, vaccinated against rabies, some of them treated for skin diseases, chemo treatment

		for TVT cancer for provided for some 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 hundreds of collars, leads, tick&flea treatments. We also treated hundreds of street dogs against ticks, fleas and provided them with skin treatements, and established a small daily feeding tour for street dogs in cooperation with an Austrian established cat shelter.
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 1.2A grant is defned as a fnancial 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 2.2The priorities in this policy will be reviewed every year (or more often ifdeemed

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. 2.3Organizations 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: 3.1Only applications from within Sri Lanka are available for consideration 3.2Applications for project funding will be considered on their own merit, regardless of previous rejection or receipt of grants. 3.3The 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 3.4The Charity will willingly work in partnership with other organisations to fund initiatives beyond the financial scope of a single organisation. 3.5The Board of Trustees has ultimate responsibility for all grant-making decisions 3.6The 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.

3.7The Board of Trustees may decide to only authorise part funding of the project 3.8The 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 party activity 4. GRANT APPLICATION PROCESS: 4.1Information 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 fnal 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, leads and collars 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. Volunteer Catharine has been helping with occasionally events and also with dog fostering. 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 and cats living on the streets of Sri Lanka 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. Lucas Helps Dogs also became a member of Global Allience for Rabies Control. During Lucas Helps Dogs spay&neuter clinics in Ella, National Sri Lankan TV and newspapers 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. Also a full page article in Sunday news was printed featuring our valuable work. The response from locals was very positive.

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 £3802.90
Amount of reserves held	Para 1.22	£3802.90
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 (ifany)
	Alena Warburton	Chair
	Tereza Oharkova	Trustee
	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 N/A held in this capacity

Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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 trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Alena Warburton Position (eg Secretary, Chair Chair, etc) Date 9/10/2023

Date	Description	Donations	Events
April
4/6/2022	Paypal - donations	£278.39
4/14/2022	Paypal - donations	£345.51
4/20/2022	Fars Open Day		£183.33
4/27/2022	Donation	£10.24
Total		£634.14	£183.33

May	May
5/9/2022	Amazon smile		£5.00
5/30/2022	Cash donation		£60.00
Total			£65.00
June
6/8/2022	Cash donation		£37.00
6/13/2022	Paypal - donations	£151.73
6/14/2022	Fars Open Day			£78.15
6/16/2022	Paypal - donations	£20.00
6/20/2022	FARS and DogShow			£500.00
6/20/2022	Cash donation	£31.13
6/20/2022	Cash donation	£370.00
Total		£609.86		£578.15

July	July	July
7/12/2022	P Young			£15.00
7/26/2022	Donovan Kevin			£18.00
Total				£33.00
August
8/15/2022	H Potter			£8.00
8/23/2022	Vegan Fair					£172.02
8/23/2022	EasyFundraising			£28.10
8/30/2022	Vegan Fair					£112.56
8/30/2022	Paypal - donations		£131.45
Total			£167.55			£284.58
September
9/5/2022	H Potter			£15.00
9/6/2022	Woof Club			£10.00
Total				£25.00
October
10/3/2022	Woof Club			£20.00
10/3/2022	SumUp payment				£48.17
10/3/2022	Donations from rafe	£255.00

September
9/5/2022	H Potter	£15.00
9/6/2022	Woof Club	£10.00
Total		£25.00
October
10/3/2022	Woof Club	£20.00
10/3/2022	SumUp payment		£48.17
10/3/2022	Donations from rafe	£255.00

10/18/2022	Sum Up payment		£32.94
10/24/2022	Paypal - donations	£29.77
10/25/2022	Grant - Animal friends
Total		£304.77	£81.11

November

November
11/1/2022	Sum Up payment		£99.30
11/8/2022	Catherine Smith	£15.00
11/11/2022	A White	£12.00
11/15/2022	Paypal	£193.96
11/15/2022	Amazon smile	£9.76
11/22/2022	Sum Up payment		£131.74
11/22/2022	EasyFundraising	£49.13
11/24/2022	Paypal - donations	£58.76
11/29/2022	Sum Up payment		£25.07
11/29/2022	Paypal - donations	£48.52
Total		£387.13	£256.11

December

December
12/5/2022	Paypal - donations	£75.07
12/5/2022	Cash donations	£500.00
12/8/2022	H POtter	£30.00
12/9/2022	Paypal - donations	£137.55
12/13/2022	Paypal - donations	£17.00
12/19/2022	Paypal - donations	£41.52
12/19/2022	Christmas stall		£140.00
12/20/2022	Christmas stall		£64.88
12/21/2022	Paypal - donations	£62.38
12/28/2022	Paypal - donations	£106.65
12/29/2022	Paypal - donations	£147.70
12/29/2022	Paypal - donations	£49.10
12/30/2022	Paypal - donations	£197.00
Total		£1,363.97	£204.88

January

January
1/3/2022	Cash donations	£80.00
1/5/2023	Paypal - donations	£212.95
06/01/2023	Paypal - donations	£126.39
09/01/2023	Paypal - donations	£103.13
1/11/2023	Cash donations	£25.00
1/13/2023	Cheque-donation	£180.01
1/16/2023	Cash donations	£95.00
1/23/2023	Paypal - donations	£63.29
1/31/2023	Paypal - donations	£348.46
Total		£1,234.23

February

February
2/7/2023	Paypal - donations	£716.58
2/8/2023	Ilse Ruyssers	£43.58
2/10/2023	Cheque-donation	£60.00
2/13/2023	Paypal - donations	£380.59
2/14/2023	Laura Kearns	£15.00
2/14/2023	EasyFundraising	£50.71
2/16/2023	A Warburton	£15.00
Total		£1,281.46

March

March
3/9/2023	Paypal - donations	£197.75
3/14/2023	Laura Kearns	£15.00
3/14/2023	A Warburton	£15.00
3/27/2023	Paypal - donations	£500.00
3/27/2023	Cheque-donation	£10.00
Total		£737.75

TOTAL FOR 2022/2023 £6,843.86 ###

Grants Total

£817.47

£65.00

£1,188.01

£33.00

£452.13

£25.00

£615.00 £615.00 £1,000.88

£643.24

£1,568.85

£1,234.23

£1 281.4 £737.75 £61 .00

Date

Description

Dog collars

April

4/13/2022	PAYPAL-Aliexpress	£10.91
4/13/2022	Paypal - Aliexpress	£15.29
4/29/2022	PAYPAL
Total		£26.20

June

June
6/14/2022	Mrj JWatts
6/23/2022	PAYPAL-Ebay	£7.90
6/23/2022	Paypal - Aliexpress	£8.83
6/23/2022	Vegan Fair
6/23/2022	Craft Show
Total		£16.73

July

July
7/11/2022	Dogs of Ella
7/29/2022	Paypal - Aliexpress	£91.92
Total		£91.92

August

8/8/2022 Sum Up card reader purchase 8/19/2022 Dog Passion Total

September

9/5/2022 Vegan Fair 9/27/2022 Aromesse Total

October

10/12/2022 Refund of donation 10/12/2022 Social Cat 10/13/2022 Primark-T shirts for volunteers 10/16/2023 Dogs of Ella 10/17/2023 Dogs of Ella 26-Oct Dog of Ella 10/31/2022 Pets at home-dog treats Total

November

11/10/2022 Primark-T shirts for volunteers 11/14/2022 Toys for dogs 11/15/2022 Poundlans-dog toys

11/29/2022 Viovet - tick and flea treatment Total

December

12/6/2022 Friars Moor veterinary Total

January

1/3/2012 Spay&Neuter 1/11/2023 Spay&Neuter 1/13/2023 Vendredi - banner 1/23/2023 Spay&Neuter Ahangama Total

February

2/6/2023 G A Gihan Ishara-import VAT 2/8/2023 Mrj J Watts-christmas stall 2/13/2023 Proteus Print 13-Feb Vet Bill Biscoff 2/13/2023 vet team transport 2/13/2023 Vet bill - Biscoff 2/14/2023 Vet bill - Biscoff 2/20/2023 Spay&neuter cash purchases 2/23/2023 spay&neuter Ella vet bill 2/28/2023 Dogs of Ella Total

March

3/6/2023 Vet nurse - daily fee 3/6/2023 vet team transposrt and fees Hikkaduwa 3/7/2023 Spay&Neuter Hikkaduwa 3/9/2023 Spay&neuter Ella cash purchases 3/17/2023 Dog hoodies 3/22/2023 Vegan Fair 3/23/2023 Mrj J Watts - craft show 3/24/2023 Dog hoodies 3/24/2023 Dog hoodies 3/24/2023 Active wear - t shirts for volunteers 3/28/2023 Spay&Neuter Hikkaduwa Total - TOTAL EXPENSES April 2022 March 2023 £134.85

Veterinary fees Stall payment

£30.00 £30.00

£22.50 £25.00 £25.00 £72.50

£40.00 £40.00

	£21.87
	£55.73

	£412.88
	£490.48


		£25.00

	£100.00

	£384.40
	£159.38

£1,825.88

£2,469.66		£25.00

	£25.50

	£275.23


			£15.00
			£30.00



	£49.00
	£349.73		£45.00

£3,339.87		£182.50

Grants to other charities Admin costs

£120.00	£120.00

£120.00

		£34.80
	£7.41
	£7.41	£34.80

			£3.50


	£10.00
	£35.00
	£50.00

	£95.00		£3.50

			£76.39

			£20.00




			£70.00

	£224.35
	£224.35		£166.39




		£156.12







		£156.12

£446.76	£360.81

Vet medication Marketing Dog accessories

£49.60 £49.60


		£34.00
		£15.00



				£14.97
		£49.00		£14.97

£27.00 £24.08 £9.50

£106.67	£106.67
£106.67		£27.00	£33.58

	£43.98
	£43.98



		£58.50

		£58.50





				£38.50


				£6.41
				£13.81
		£27.63

		£27.63		£58.72

£200.25	£162.13		£107.27

Transport Total

£56.20 £89.23

£211.92 £42.21 £89.60 £162.47

£167.25 £43.98 £548.98





	£114.93





	£114.93	£3,000.33


	£194.75









	£194.75		£831.95

£309.68				###