## **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|
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**Names of the charity trustees who manage the charity**
|1
2
3
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5
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10
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12
13
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15
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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|||
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– 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
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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:
1. accounting records were not fully kept in respect of the charity as required by section 130 of the Act; and
2. 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