## **Trustees' Annual Report for the period**
Period start date Period end date Day Month Year2024 Day Month Year **From** 01 09 **To** 31 08 2025
## Section A Reference and administration details
**Charity name** Lordshill Community Association CIO
**Other names charity is known by**
|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (if any)**|
|---|---|---|---|
|David Parker|Chairman|||
|Sarah Parker|Treasurer|||
|Erica Goble|Secretary|||
|June Salmon||||
|Raymond Salmon||||
|Valarie Gates||||
|BethanyJohnson||||
|||||
|EmilyKelly||06/25/25||
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|~~————~~|~~————~~|~~————~~|~~————~~|
|~~————~~|~~————~~|~~————~~|~~————~~|
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## **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**|||
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|**Name of chief executive or names of senior staff members (Optional information)**|||
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## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Consitution Type of governing document (eg. trust deed, constitution) CIO How the charity is constituted (eg. trust, association, company) Appointed by the members at AGM Trustee selection methods (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
Each trustee upon appointment recieves a induction pack and also a You **may choose** to include mentor to shaddow them for the first few months of taking on the role to additional information, where ensure they are comfortable and understand the legal requirements of a relevant, about: trustee.
- policies and procedures The chairperson is Married to the Treasurer.
- adopted for the induction and Raymond and June Salmon are Married.
- training of trustees;
- the charity’s organisational Trustees are aware of the implications of having more than one relation as structure and any wider a trustee. network with which the charity works; There is a 2 person authorisation on all transactions and this includes
- relationship with any related cheques and other related proceedures to protect the charities interests. parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
To offer community faciltiies and events to bring the wider community together offering a monthly volunteer led lunch club. Halls are hired out long term to individual groups who need a regular place to hold their own activites whilst also raising funds through fundraising and seasonal fairs to enhance the offering at Lordshill.
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The association holds 1 monthly lunch club which offers a 3 course meal to all members of the community whom may not be able to cook for themselves this includes allowing them to take a meal or two home to reheat at a later date, ensuring we have zero food waste and no one leaves hungry.
This year the association has held two seperate fairs to raise funds for the upkeep of the charity this includes towards utilities which is a concern for many.
**Summary of the main** The trustees acknowledge guidance on public benefit. **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)**
## **Additional details of objectives and activities (Optional information)**
The charity makes no grants to other organisations and raises no funds for third party programmes.
Our volunteers are at the heart of everything we do as a charity offering us a greater scope and reach whilst delivering fresh monthly meals and a safe space to discuss any issues that users may have.
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
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## Section D Achievements and performance
SME award for best community inclusion space south 2025 **Summary of the main** we have sucessfully had a range of jobs completed and aquired a piece **achievements of the charity** of deralict land adjacent to the community centre which we have been **during the year** trying to obtain since 2015.
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## **Section E Financial review**
**Brief statement of the charity’s policy on reserves**
**Details of any funds materially in deficit**
The charity holds a reserve of £1000 to ensure that any repairs that are needed can promptly be addressed this fund is then replenished as necessary.
There is no deficit that has been identified.
## **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);
The charities principle funding comes from hire of facilities on a regular basis, we also raise funds through themed events and fairs of which we hold 3 of each a year along side 3x cream teas every summer season.
Expenditure has assisted in the stocking of all provisions of the lunch club including that of the fairs and other associated events.
- 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**
|**Signature**
**Full name(s)**
**Position (eg Secretary, Chair,**
**etc)**
**Date**|E.goble||
|---|---|---|
||Erica Goble||
||Secretary||
||12/18/25||
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Lordshill Community Association CIO Annual Financial report 01/09/2024-31/08/2025
|**Income**
**£**|
|---|
|Private Hire 12500|
|Long term Hire 6,051.50|
|Lunch club and Events 16528.00|
## **Expenditure**
Amazon 605.09 Alarm 406.96 Broadband 298.92 Business rates 1243.75 Insurance 750.00 Heath and Safety 100.00 Maintenance 150.00 Deposit returns 945.00 Lunch Clubs and events 21156 Stationary 0 Utilities 3888.66 General Expenses 468.67 Telephone 1500 Waste 171.37 Local Authority 1890.
**Total Income £ 35079.50 Total Outgoing £ 33,574.42**
## **Total Carried forward £1,505.08**
## **Lordshill Community Association CIO**
Independent 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 2025
## 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 listed any concerns i may have below.
1. accounting records were fully kept in respect of the charity as required by section 130 of the Act; and
2. the accounts do accord with all those records. The receipts and payments accounts prepared for the charity show a cash balance of £1505.08 added to the current bank account balance renders £38,528.80p
The receipts and payments accounts show cash received in the year of £35,079.50 with no serious concerns to report.
The receipts and payments accounts show cash payments made in the year of £33,574,42 Payments totalling £1583.00 were made to trustees for mileage and other associated tasks receipts have been checked and verified. 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 Jason Cox 20 Pennine Road Southampton SO16 4QJ