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Trustees’ Annual Report for the period
From 01-09-2022 Period start date To Period end date
31-08-2023
Charity name: Lordshill Community Association CIO
Charity registration number:1161343
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Our purposes is to offer lunch clubs and other community related events for the benefit of the local community and its surrounding neighbours, providing facilities to use and other amenities associated with a community centre. |
| 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 |
We Provide a lunch club twice a month offering a 3 course hot meal for members of the community. We also offer events to raise funds for improvements to the facilities we offer. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | We can confirm that trustees have had regard to guidance that is offered by the charity commission. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | We do not provide grants to others ie, individuals,groups or other associated requests. |
| Policy on social investment including program related investment |
Para 1.38 | We do not invest in any form. |
| Contribution made by volunteers |
Para 1.38 | Volunteers offer a invaluable part to the organisation this includes time freely given in the form of assisting in events and lunch clubs and general associated tasks. |
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 | The charity has made some significant improvements from previous years with upgrading our kitchen as well as improving the general feel of the community centre. The charity has made a significant step in bringing the community together through its 3 times a year fairs, as well as having a open door policy for anyone who wishes to come and talk about anything that the trustees are willing to listen. This benefits the whole local community and helps to also point individuals in the correct direction for services provided by other organisations. |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| Achievements against objectives set |
Para 1.41 | We have been fortunate enough to meet all our aims that were set out at the last Annual General Meeting, this has been as a result of good team work and community engagement. |
| Performance of fundraising activities against objectives set |
Para 1.41 | We have had 3 fairs in the calender year this has helped the trustees being able to improve all aspects of the organisation. |
| Investment performance against objectives |
Para 1.41 | The charity has no investments |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The trustees have made significant gains in financial stability meaning the charity is on a good footprint for the future. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity holds reserves for improving the facilities on offer, these reserves are limited for the urgent repairs that they may encounter. |
| Amount of reserves held | Para 1.22 | £5,000.00 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
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 hires out rooms for events such as team training,birthday parties,weddings and events such as fairs. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | The charity has no investment policy due to the fact they do not invest any forms of money. |
| A description of the principal risks facing the charity |
Para 1.46 | Building repairs are the biggest risk this charity faces in the near future the roof will need looking at in order to sustain a healthy position for the future generations. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
To maintain a community asset. | |
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | constitution |
| 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 | Trustees are elected Annually from the floor of the general meeting the chair person is selected amongst the trustees at its first meeting following the annual general meeting, the Treasurer is elected at the general meeting from the floor. All other positions are filled by the incoming 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 | Safeguarding and health and safety training is given periodically including the training of first aid and policy reviews .a full induction is given to all trustees and volunteers upon the start of their tenure. |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The charity is run with a dedicated team of trustees consisting of a chair person, vice chairperson, secretary and treasurer and ordinary members this group complete task on behalf of the charity and follow the constitution as is required by law, |
| Relationship with any related parties |
Para 1.51 | There is no relationship with any related parties. |
| Other |
Reference and Administrative details
| Charity name | Lordshill Community Association CIO |
|---|---|
| Other name the charity uses | LCA |
| Registered charity number | 1161343 |
| Charity’s principal address | Cromarty Road Lordshill Southampton SO16 8LX |
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 |
|---|---|---|---|
| Nicholas Rodgers | Chairman | 01-09-2023-03-12-2023 | |
| David Parker | Chairman | ||
| Sarah Parker | Treasurer | ||
| June Salmon | |||
| LesleyTyrrell | |||
| Barbara Rodgers | 17-01-2023-18-09-23 | ||
| Georgena Clapperton | |||
| Raymond Salon | |||
– 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 Trustees do not hold any funds other than that of the held in this capacity general funds for administrating the charities needs. Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for Funds are held in a bank account to assist with the safe custody and management of the charity, segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of adviser Name
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) D.PARKER Full name(s) David Parker
Position (eg Secretary, Chair, etc) Chairman
Date 11/28/24
5575 •IX17 NHS •75J Yo 2? tstAhJ Fa 75 17J 51
Lordshill C ommunity Association CIO
I ndependent Examiner's Report to the Trustees of Lordshill Community Association CIO
I report to the charity trustees on my examination of the accounts of the charity for the year ended 31 August 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 charity’s accounts carried out under section 145 of the 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 – matters of concern identified
I have completed my examination. I have identified matters of concern that give me reasonable cause to believe that:
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accounting records were not fully kept in respect of the charity as required by section 130 of the Act; and
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the accounts do not accord with all those records.
The receipts and payments accounts prepared for the charity show a cash balance of £54,502.10
. The receipts and payments accounts show cash received in the year of £54,502.10 with no serious concerns to report.
The receipts and payments accounts show cash payments made in the year of £59,667.04. However, not all records were
kept by the previous trustees.
Payments totalling £995 were made to a trustee during the year. No information could be provided to support this expenditure.
By the date of our report, this individual is no longer a trustee.
I confirm that there are no other matters to which your attention should be drawn to enable a proper understanding of the
accounts to be reached.
Mr J Cox AQA 20 pennine road southampton SO164QJ