Charity Registration No. 1169282 LIONS CLUB OF TROWBRIDGE A Charitable Incorporated Organisation TRUSTEES, REPORTAND UNAUDITED FINANCIALSTATEMENTS FOR THE YEAR ENDED 30 JUNE2024
LIONSCLUB OF TROWBRIDGE A Charitable Incorporated Organisation LEGAL AND ADMINISTRATIVE INFORMATION Truslges Mr Richard Lovero¢k (Pre$idenl) Mr Graeme Dunn Mr Richard B. Jotcham (Secrelgry) Or Andrew S. Thompson (Treasurer) Mr Richard Culverhouse Se¢retary loth& Trust&e$ Mr Richard B. Jotcham Charity Number 1169282 Prfnclpal Address clo Mr Richard B. Jotcham Lions Club of Trowbridge (Secretary) 12 Windsor Drlve Trowbridge Wills BA14 OJZ
LIONS CLUB OF TROWBRIDGE A Charltable Incorporated Organlsatlon TRUSTEES ANNUAL REPORT FOR THE YEAR ENDED 30 JUNE 2024 Th8 Club is a member ofthe Intemational Association of Lions Clubs, and was established as a Charitable Incorporaled Organisation {CIOI on 20° September 2016 Th8 Club's objectives and activities are the advancement of citizenship by.. promotsng the principles of good ¢itizenship'. encouraging members to 18k8 an active interest in the civic. cultural, social and moral welfare of th8 community; providing a fonjm for the open discussion of all mallers of public interest., provid8d that partisan politics and sectarlan religion shall not be debated by members., encouraging seryice-minded people to s8rve their community without P8r$onal reward and encouraging the promotion of high ethical standards in commerce, industry, Professions, public works and private endeavours. supporting youth lo develop thelr skills, capaci1185 and capabilities lo enable them to participat8 in society as malure and responsible individuals., promollng th8 Voluntsry Sector lor the publ1¢ beneflt by assoclaling with local aulhorflles in 8 common effort to advanc& 8ducatlon and provide fa¢ililigs in the inler8St5 of soclal welfare for re¢r8allon or other lèisur6 Ilm& occupallon lo Improve the Conditions of lif& ol people in local. national and international communltie5,' promoting volunleeflng.. the relief of poverty and th8 r8li8f of those in need in particular by providing humanitarian aid and disas18r rellef., the advancement of health or the saving of lives by preventing avoidable blindness. assisting disabled people lo lead IndepeThJent lives or helping lo prevent or rnanage health issues., promollng for the benefit of the public the conservation protection and improvement of Ihe physlcal and natural environment. promoting community participallon in healthy recreation. Throughout the year, the Trustees have paid r8gard to the Charity Commisslon's guidance on publ5¢ benefll In d8allng with the oblecllves and activilles of the Club. The Club r8lies on the surplusès made on fundralsing events, and on oc¢a$lonal donations from the public, lo provlde the funds with which lo carry oul its objectives. All adminislralive expenses of the Club are mel from subscrlpllons pald by Ils members. Th&re has been no change in these policies during theyear. The work of th8 CIO is carried out enliroly by volunteers. From lime lo lime as appropriate, the Club works closely with other local and n8tlonal agencies, Wlth other Lions Clubs, and with Lions Clubs International to achieve its objg¢tives. The Club is governed by ils CIO document dated 20 S8Ptemb8r 2016, and by the Constilulions and By-Laws of Llons Clubs Inlernalional. as revised from Ilme to time. The Trustee$ are appointed from lime lo tlme 88 approprlate by the members of the Club, 8nd have overall responsiblllty to ensur Ihal the Club operates in accordance with Charlly law and th8 Club's CIO document. The ¢Jay-to-day runnlng of the Club Is overseen by a Board of Dir8clors elected each year by the mambers, and which forms and governs such commillees as11 deems approprlale for (he 8ffeclive running of the Club. All busin8$s of the Club is ralilied by the members in g&neral meetings, which meetings are held at least once permonth. Th8 Club is ably supported by the volunteer services of Its Members and others. Details of the Trustees who have served throughout the y8ar are sel out under legal and adminislralive information at the Iront of these accounts. 11 is the policy of the Club lo maintain unrestricted funtjs only lo the exlenl that they are expected to be required within the forseeable future to meet th& objectlves of the Club. The adequacy of the reserves policy is reviewed periodically. The Trustees have considered the major risks to which the Club is exposed lo satisfy themselves that systems are in place to mitigate those risks.
LIONS CLUB OF TROWBRIDGE A Charitable Incorporated Organisation TRUSTEESANNUAL REPORT (CONTINUED) FOR THE YEAR ENDED 30 JUNE2024 Communlty SeNlce Actlvltles During the year ending 30, June 2024 the Lions Club of Trowbridge completed a wide variety of activities within the Trowbridge district involving diverse groups such as disadvantaged families, disabled persons, elderly, homeless and the encouragement of young persons. Examples include- We have continued with our'soup run, twice a month, distributing food in bags. The number attending has varied from 3 to 201 Any food left over goes to the Haven Ilocal homeless shelter). This ended in January 2024. Started monthly payments £70 to the local Storehouse foodbank from March 2024. We are in continual contatt with Wiltshire Safeguarding Group which has led to enquiries to help elderly and disadvantaged families. This led to us supplying many household items to the local community Kept in touch with our one parent families to ensure they are not short of food or other supplies using Ruksak45218 (local charltyl where possible. Gave food vouchers to local families at Christmas Organised a very successful 'bangers and mash, lunch for elderly local resldents 50 tlckets for a local Clrcus were given to local families. Worked closely with Westbury Lions Club in regard to a very successful joint Classic Car Show. Sorted over 6,000 pairs of specs ready for delivery Took group of our elderly local residents on a canal boat trip Arranged our Christmas Santa Float to visit areas within Trowbridge and donated the proceeds to charities within the area.
LIONS CLUB OF TROWBRIDGE A Charltable Incorporated Organlsatlon Charily law require5 the tnjslees to prepare financial statements for each financial year which show a true and fair view ofthe stale of affairs of thg ¢harily and of its financial aGlivilies for that period. In preparing the financial statement5 the Trustees are required to.. Select suitable accounting policies and then apply them conslstenlly; Make sound judgements and estimates that are reasonable and prudent., Slate whether applicable accounting standards and slat8ments of recommended practic8 have been followed, subject to any departures disclosed and explained in the financial slat8m8nls', and Prepare the financial statements on the golng concern basis unless it is inapproprlate to pr8sume that th8 charity will contlnue in business. The Trustees are responsible for maintaining proper ac¢ounllng r6cords which disclose with reasonable accuracy al any lime Ihe financial position of the club throughout the year. Approv8d by the Trusle8s on 6 March 2025 and slgngd on thelr behalf. rf(Loa Trustee's Name.. Mr Ri¢h8rd Loverock {2024 Pre8ident}
| Lions Club of Trowbridge | Lions Club of Trowbridge | Lions Club of Trowbridge | 1169282 | |||
|---|---|---|---|---|---|---|
| Receipts andpayments accounts | CC16a | |||||
| For the period | For the period from |
01.07.2023 | To | 30.06.2024 |
| Section A Receipts and payments | Section A Receipts and payments | Section A Receipts and payments | Section A Receipts and payments | Section A Receipts and payments | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Unrestricted funds |
Restricted funds |
Administration funds |
Total funds | Last year | ||||||||
| to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | |||||||
| A1 Receipts | ||||||||||||
| Donations and Grants | 60 | 60 | 1,500 | - | 1,560 | - | ||||||
| FundraisingEvents | 11 | 11,843 | - | - | 11,843 | - | ||||||
| Members Subscriptions | - | - | 1,289 | 1,289 | - | |||||||
| Club Raffle | - | - | - | - | - | |||||||
| Bank Interest | 390 | 390 | - | 25 | 415 | - | ||||||
| - | - | - | - | - | ||||||||
| - | - | - | - | - | ||||||||
| - | - | - | - | - | ||||||||
| 12,293 Sub total(Gross income for AR) |
12,293 | 1,500 | 1,314 | 15,107 | - | |||||||
| - - - - - - - - - Sub total - - - - - Total receipts 12,293 1,500 1,314 15,107 - A2 Asset and investment sales, (see table). ~~—————~~ |
||||||||||||
| A3 Payments | ||||||||||||
| Charitable Activities | 4,427 | 4,427 | - | - | 4,427 | - | ||||||
| FundraisingEvents | 1,598 | 1,598 | - | - | 1,598 | - | ||||||
| Goverance Costs | - | - | 1,432 | 1,432 | - | |||||||
| Other Admin. Costs | - | - | 611 | 611 | - | |||||||
| Grant / Food Vouchers | - | 1,500 | - | 1,500 | - | |||||||
| Bank Charges | - | - | - | - | - | |||||||
| - | - | - | - | - | ||||||||
| - | - | - | - | - | ||||||||
| - | - | - | - | - | ||||||||
| **Sub total ** | 6,025 | 6,025 | 1,500 | 2,043 | 9,568 | - | ||||||
| - - - - - - - - Sub total - - - - - Total payments 6,025 1,500 2,043 9,568 - A4 Asset and investment purchases, (see table) ~~—————~~ |
||||||||||||
| Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end **Cash funds this year end ** |
6,268 - - 729 5,539 - - - - - - 41,298 - 5,715 47,013 - 47,566 - 4,986 52,552 - ~~===>=>~~ |
| Section B Statement of assets and liabilities at the end of the period ~~a~~ |
Section B Statement of assets and liabilities at the end of the period ~~a~~ |
Section B Statement of assets and liabilities at the end of the period ~~a~~ |
Section B Statement of assets and liabilities at the end of the period ~~a~~ |
Section B Statement of assets and liabilities at the end of the period ~~a~~ |
Section B Statement of assets and liabilities at the end of the period ~~a~~ |
|---|---|---|---|---|---|
| Unrestricted | Restricted | Endowment | |||
| Categories Details |
funds | funds | funds | ||
| to nearest £ | to nearest £ | to nearest £ | |||
| B1 Cash funds Current Account |
20,131 | - | 3,228 |
| Reserve Account | 27,435 | - | 1,758 | |||||
|---|---|---|---|---|---|---|---|---|
| - | - | - | ||||||
| Total cash funds | 47,566 | - | 4,986 | |||||
| (agree balances with receipts and payments account(s)) |
OK | OK | OK | |||||
| Unrestricted | Restricted | Endowment | ||||||
| funds | funds | funds | ||||||
| Details | to nearest £ | to nearest £ | to nearest £ | |||||
| B2 Other monetary assets | - | - | - | |||||
| - | - | - | ||||||
| - | - | - | ||||||
| - | - | - | ||||||
| - | - | - | ||||||
| - | - | - | ||||||
| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
|||||
| B3 Investment assets | - | - | ||||||
| - | - | |||||||
| - | - | |||||||
| - | - | |||||||
| - | - | |||||||
| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
|||||
| B4 Assets retained for the | - | - | ||||||
| charity’s own use | - | - | ||||||
| - | - | |||||||
| - | - | |||||||
| - | - | |||||||
| - | - | |||||||
| - | - | |||||||
| - | - | |||||||
| - | - | |||||||
| Fund to which | Amount due | When due | ||||||
| Details | liability relates | (optional) | (optional) | |||||
| B5 Liabilities | - | |||||||
| - | ||||||||
| - | ||||||||
| - | ||||||||
| - |
Signed by one or two trustees on behalf of all the trustees
Signature
Date of Print Name approval