2021-06-30-accounts - Derwent Lions Club

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Trustees’ annual report (including Directors’ report) for the period

From: Period start date 1 July 2020

To: Period end date 30 June 2021

Charity name: Derwent Lions Club

Charity registration number: 1174398

Company number:

Objectives and activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	1. the advancement of citizenship 2. promoting the voluntary sector for the public benefit 3. promoting volunteering 4. the relief of poverty and the relief of those in need 5. providing humanitarian aid and disaster relief 6. the advancement of health or the saving of lives 7. promoting for the benefit of the public the conservation protection and improvement of the physical and natural environment 8. promoting community participation in healthy recreation.
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	For major parts of the period covered by this report, the coronavirus pandemic and resulting restrictions greatly curtailed the activities of the club. Moreover, the restrictions meant that others were not as active and the requests for support, both financial and otherwise, fell significantly. Nevertheless, Derwent lions are committed to serve. These are some of the activities/services that our club and our members have undertaken during the year: Advancement of Citizenship. We believe strong, inclusive village community groups are vital in our rural area and we have forged strong links with parish councils and youth and community groups so we can aid them in their ambitions. For instance, when it was permissible to do so, we operated a coconut shy at village fetes for their benefit. We also are committed to supporting young people to develop their skills, capacities and capabilities to enable them to participate in society as mature and responsible individuals. To this end we have made a donation to a girl’s football club for the purchase of a new team strip. All our members are volunteers in that we make donations to Lions Clubs International to cover our administration costs. We believe every penny we raise should count towards fulfilling our objectives. Promoting volunteering is essential to our well-being

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		and to achieve the maximum public benefit. We encourage our community groups to volunteer with us so that we can achieve more. While the local marathon was cancelled such that we did not have the opportunity to volunteer at a water station, we managed our Christmas Santa campaign, albeit not going door to door but visiting local schools and care homes while maintaining social distancing. Again, a number of volunteers supported us with this major undertaking. We make annual donations through our District to our International Foundation which responds rapidly to environmental and other crises all over the world. The explosion and resulting damage in Beirut, Lebanon is an example in this period. We provided financial support to many organisations serving the less fortunate. For much of the year we made regular financial donations to two local foodbanks and also delivered surplus food from a local allotment site. We made donations to other people in need including support to a local charities, including one for children affected by cancer charity Candlelighters and a Care and Drop in Centre. We organised a Xmas party for the elderly and arranged coaches to bring people in from Care and Sheltered homes at our cost. The advancement of health or the saving of lives. We provided funds for the Yorkshire Air Ambulance and continued to supply Message in the Bottles free of charge to elderly people so their health needs would be available to emergency services if they collapse at home. Promoting the conservation protection and improvement of the physical and natural environment. Working closely with the charity 'Just Helping' (Charity number: 1149068), we organised the collection and recycling of Christmas trees for the benefit of our community. With the support of a great many volunteers, a record number of trees were collected and recycled. 'Just Helping' collected a record amount in donations from our area which went to the local hospice. Promoting community participation in healthy recreation. We funded junior awards for a local cricket club to promote participation. Together with another Lions club, we jointly funded the purchase of a specialised trike for a disabled child. A specialised wheel chair was bought for a disabled person to enable them to participate in their local community.
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 been trained and provided with guidance in terms of their responsibilities.

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Achievements and performance

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	Many of our usual activities involve close social contact which was not allowed for much of the period of this report. The restrictions during the pandemic led to the club finding new ways to serve our communities. Our activities highlighted above against our constitution have made a substantial difference to the lives of many people less fortunate and improved the health and well-being and vitality of those living in the villages we serve, in the wider community and through supporting our Lions Foundation, to those less fortunate in other countries. The selfless service provided by our members has stimulated volunteers to help with our activities and take more active roles in improving society as a whole. Our main achievements were: • regular financial support to local foodbanks • continuing to support our senior citizens in local care homes • taking our well known Rocking Rudolph sleigh to schools and care homes, bringing much pleasure during a time of restricted social contact • through our fund-raising activities, often supported by volunteers from our local communities, providing grants to a range of local, national and Lions Club Foundation appeals.

Financial review

Financial review
Review of the charity’s financial position at the end of the period	Para 1.21	The charity is in good standing with £17K available to fund charitable causes, including £4.5K restricted for specific ventures. This is considered to be a reasonable balance to cover cashflow variances and to give the club the capability to make a substantial donation should the need arise.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	A reserve of funds is held which is sufficient to cover project liabilities should a project that is launched fail to generate income.
Amount of reserves held	Para 1.22	£2k

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	Nil at this date. However, the club requires sufficient members to carry out its objectives and all reasonable steps are taken to attract new members to at least replace those expected to leave. We have met this objective this year.

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Structure, governance and management

Description of charity’s trusts:
Type of governing document: for example,trust deed, memorandum and articles of association etc	Para 1.25	Constitution and Bylaws
How is the charity constituted? for example limited company, 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 appointed through election by club members. The procedures are specified in the Constitution and Bylaws documents.

Additional information (optional)

Additional information (optional)	Additional information (optional)	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	Trustees receive induction training from the Lions accredited trainer.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	Part of Lions Club International District 105N
Relationship with any related parties	Para 1.51
Other

Reference and administrative details

Charity name	Derwent Lions Club
Other name the charity uses
Registered charity number	1174398
Charity’s principal address	59 Kerver Lane Dunnington York YO19 5SL

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Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Name of person (or body) entitled to appoint trustee (ifany)
Brian Woolacott	President	Derwent Lions Club
John Newlove	Secretary	Derwent Lions Club
Antony Feasby	Treasurer	Derwent Lions Club
Kenneth Sutcliffe	Immediate Past President	Derwent Lions Club
Kenneth Hardgrave	Vice President	Derwent Lions Club
Hayley Copland- Patrick	Membership	Derwent Lions Club

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Declarations

The trustees declare that they have approved the trustees’ report (including directors’ report) above.

Signed on behalf of the charity’s trustees/directors

----- Start of picture text -----
Signature(s)
Brian Woolacott
Full name(s) John Newlove
Position (for example Secretary President
Secretary, Chair, etc)
Date
3/3/22
----- End of picture text -----

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Charity Name		No (if any)
Derwent Lions Club		1174398
Receipts andpayments accounts			CC16a
For the period from	01/07/2020 Period start date	Period end date 30/06/2021 To

Section A Receipts and payments

A1 Receipts	Unrestricted funds to the nearest £	Restricted funds to the nearest £	Endowment funds to the nearest £	Total funds to the nearest £
Transfer fromprevious entity	-			-
Donations from Members
Membership	705			705
Personal	55			55
Other Grants and Donations
External Sources	121			121
From Lions Clubs for 2019/20 Youth Camp		-		-
Fundraising
RockingRudolph Campaign	63	-	-	63
Summer Concert(2019)	-		-	-
Christmas Tree RecyclingProject	345	-	-	345
SB YAA Concert	-	-	-	-
Hamper Raffles	-	-		-
Grants
Co-opGrant for future OAP xmas events		-		-
*Sub total*(Gross income for AR)	1,289 - -	- - -	- - -
				1,289

A2 Asset and investment sales, (see table).
	-	-	-	-
	-	-	-	-
*Sub total*	-	-	-	-
*Total receipts* A3 Payments Costs for Generating Funds			-
	1,289	-	-	1,289

XmasTreeRecycling	345	-	-	345
RockingRudoph	114	-	-	114
Licences andInsurances	64	-	-	64
External Grants & Awards
Christmas OAP Project	-	370		370
Foodbank TangHall	200			200
Foodbank Pocklington	200			200
LionsDisaster Appeal	500			500
DisabilityTrikeProject	275			275
Sightsavers	200			200
District Youth Projects	25			25
MD Youth Trust	52			52
Costs of Services Provided	35 - 99
Promoting Volunteering				-
Printing	35			35
Promotional Events	-			-
Web	99			99
Club Administration & Governance
Lions ClubRegistration	842	-	-	842
**Sub total **	2,951	370	-
	2,951	370	-	3,321

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A4 Asset and investment purchases, ~~(seetable)~~	- -	- -	- -
	-	-	-	-
	-	-	-	-
*Sub total* *Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*	-	-	-	-

	2,951	370	-	3,321
	- 1,662	- 370	-
	- 1,662	- 370	-	- 2,032
	-	-	-	-
	13,509	5,230	-	18,739
	11,847	4,860	-	16,707

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Section B Statement of assets and liabilities at the end of the period Categories Unrestricted funds Restricted funds to nearest £ to nearest £ 11,847 4,860 - - - 11,847 4,860 Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) Treasurer Account - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - B5 Liabilities Details Details B4 Assets retained for the charity’s own use Rocking Rudolph Equipment (50% shared with Minster Lions Club) Details B3 Investment assets Details B2 Other monetary assets B1 Cash funds Treasurers Account (agree balances with receipts and payments account(s)) *Total cash funds* Details	Section B Statement of assets and liabilities at the end of the period Categories Unrestricted funds Restricted funds to nearest £ to nearest £ 11,847 4,860 - - - 11,847 4,860 Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) Treasurer Account - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - B5 Liabilities Details Details B4 Assets retained for the charity’s own use Rocking Rudolph Equipment (50% shared with Minster Lions Club) Details B3 Investment assets Details B2 Other monetary assets B1 Cash funds Treasurers Account (agree balances with receipts and payments account(s)) *Total cash funds* Details	Section B Statement of assets and liabilities at the end of the period Categories Unrestricted funds Restricted funds to nearest £ to nearest £ 11,847 4,860 - - - 11,847 4,860 Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) Treasurer Account - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - B5 Liabilities Details Details B4 Assets retained for the charity’s own use Rocking Rudolph Equipment (50% shared with Minster Lions Club) Details B3 Investment assets Details B2 Other monetary assets B1 Cash funds Treasurers Account (agree balances with receipts and payments account(s)) *Total cash funds* Details
Details Treasurers Account (agree balances with receipts and payments account(s)) *Total cash funds* Details	Unrestricted funds to nearest £		Endowment funds to nearest £
	11,847	4,860	-
	-		-
	-	-	-
	11,847	4,860	-
			Endowment funds to nearest £
	-	-	-
	-	-	-
	-	-	-
	-	-	-
	-	-	-
	-	-	-
Details	Fund to which asset belongs	Cost (optional)	Current value (optional)
		-	-
		-	-
		-	-
		-	-
		-	-
Details	Fund to which asset belongs	Cost (optional)	Current value (optional)
Rocking Rudolph Equipment (50% shared with Minster Lions Club)	Treasurer Account	-	-
		-	-
		-	-
		-	-
		-	-
		-	-
		-	-
		-	-
		-	-
Details	Fund to which liability relates	Amount due (optional)	When due (optional)
		-
		-
		-
		-
		-

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Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Charity Name Derwent Lions Club	Charity Name Derwent Lions Club	Charity Name Derwent Lions Club

30/06/2021	Charity no (if any)	1174398

(remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30/06/2021.

Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 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 I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect: the accounting records were not kept in accordance with section 130 of the Charities Act; or the accounts did not accord with the accounting records; or the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Please delete the words in the brackets if they do not apply.

Signed: Name: Relevant professional qualification(s) or body (if any): Address:	Kevin McCay	23/02/2022

	Kevin McCay

	FCCA

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