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2024-06-30-accounts

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ALTON LIONS CLUB (CIO)

CHARITY REGISTRATION NUMBER: 1174502 TRUSTEES ANNUAL REPORT FOR PERIOD 1[ST] JULY 2023 TO 30[TH] JUNE 2024

CONTENTS

1.OBJECTS & ACTIVITIES

2. ACHIEVEMENTS AND PERFORMANCE

3. FINANCIAL REVIEW

4. STRUCTURE, GOVERNANCE AND MANAGEMENT

5 REFERENCE AND ADMINISTRATIVE DETAILS

6. TRUSTEES

7. DECLARATIONS

8 SAMPLE OF THANK-YOU LETTERS

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1. OBJECTIVES & ACTIVITIES

1.1 Objectives.

1.2 Activities

2.Individuals in Need, Fuel Poverty Support, Christmas Gifts

6.Childrens Poster Competition, Litter picks

1.3 Trustees Statement

The trustees have undertaken the Lions MD105 Trustee training course including the Charity Commission guidance on public benefit.

1.4 Grant Making

Alton Lions has a policy for grant making and is detailed in Section 3.4 of the Alton Lions Club manual.

It is the Club’s policy to apply funds in accordance with the terms of the Club’s Charitable Objects as defined in the Club’s CIO Constitution and to make grants to causes where the Club believes that its contribution will make a difference. The Club will only make grants in furtherance of its charitable objects and will apply at least 95% of the funds per annum to local charitable needs.

The remaining funds will be used for national or international aid as the needs arise, except in specific cases of disaster appeals where the funds raised must go (through Lions Clubs International Foundation) to the detailed cause.

(It is preferable that request for funds for national or international causes come from LCIF, MD105, or SC105 and that funds raised are returned through the appropriate LCIF, MD105, or SC105 accounts.)

Grants are made to enable partial or complete achievement of the charitable objects.

2

1.4 Grant Making Continued:

1.5 Contributions Made by Volunteers

The club encourages volunteering and volunteers are used on several of the projects including (but not limited to) Road Races, Eggstravaganza, Christmas Gift Programme, Craft Market, Classic Car Show, Party in the Park, Santa Sleigh Run, Recycle for Life. Volunteers contribute over 1000 hours annually and make donations.

2. ACHIEVEMENTS & PERFORMANCE

2.1 Summary

The club organises events, in accordance with its objects and includes general services and fund-raising events for specific purposes. This year the club has embarked upon a series of local service activities and been able to donate £33285 to local charities and good causes.

In addition, the club donated £1000 to the Lions Clubs International Foundation for international disaster relief, recruited seven new members and enabled other volunteers to donate some 1000 hours to the various services and events.

This year the plan was to consolidate the managing the Alton Lions Classic Car Show, Alton’s biggest event and accept the challenge of absorbing the Santa Sleigh Run, a town wide event into the club’s fund-raising event programme which have been achieved. Next year the plan is to seek opportunities to further develop the diversity of the club via its membership and ensure that all members are engaged with and feel included in the club’s activities.

Each activity falls into the headings of the club objects as follows: -

2.2 Details

1. Citizenship .

3

Citizenship Continued :

2. Relief of Poverty

3. Promoting the Voluntary Sector

4. Promoting Volunteering

4

4 Craft Market Continued:

This pitch is also used to sell second-hand paperback books and other seasonal items. The market pitch fees are unrestricted funds and together with sales of items at the Lions pitch, this year raised £4834 which was used to support appropriate local charitable needs.

5. Advancement of Health

5

5 Advancement of Health Continued

6. Conservation & Improvement

7. Healthy Recreation

6

Rehab is a charity dedicated to helping improve Heart and wellbeing of individuals with, or at risk

3 . YEAR END FINANCIAL REVIEW

3.1 Total Assets

.1Total Assets
UNRESTRICTED FUNDS RESTRICTED FUNDS 01.07.24 30.06.23
12001 49794 61795 62946

3.2 Highlights

The increase in overall Service Account income (+24%) and expenditure (+76%) has continued as the community adjusts to a new norm following the ending of the covid pandemic. It should be noted that income and expenditure benefitted from grants from Hampshire County Council which were transferred to the Alton & District Community Relief Foundation (ADCRF). It is expected that this will be the end of these grants and without including these grants the overall results would be a more normal level of growth at about of 4.5%.

Income benefitted from improved overall performance by the addition of the Santa Sleigh project together with improving performances from the Craft Market, Christmas appeal, Golf Day, and ‘Safari (Party) in the Park’. Sadly, there were declines in revenue from the Charity Walk, Eggstravaganza and the Winter Fuel Project and these will be reviewed by the Service Committee.

All the good work by the club resulted in a total of £33285 being donated to local charities, community services and projects (including a fourth defibrillator), individuals in need, and Christmas vouchers and gifts. A staggering achievement!

At the end of this year the levels of restricted and unrestricted funds remain strong.

Last year it was recognised that club membership needed to grow to sustain the increase in Service activities. The club membership has grown by seven members this year and now stands at 35 members.

3.3 Reserves

The Contingency Account (Reserves) is designed as a risk mitigation fund to cover all events managed through the Activities Account. It is intended to cover any unforeseen circumstances or immediate emergencies. The account is held at the Newbury Building Society (a local mutual bank) and subject to the same signatory processes as applies to other club accounts.

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3.3 Reserves Continued

The account is maintained through interest payments and minor deposits and is reviewed routinely by the board of trustees to determine whether withdrawals or additional deposits are required. The account currently stands at £2924.

3.4 Funding Sources

The principal source of funds is from the public and results from: -

4 STRUCTURE, GOVERNANCE AND MANAGEMENT

4.1 The Charity

The club is a Charitable Incorporated Organisation (CIO) registered (Charity Number 1174502) with the Charity Commission of England and Wales.

The club’s organisation and its operations are detailed in the Lions MD 105 Standard CIO Format Constitution and the Lions Club International By-Laws (Cub number No 19906). The Club is Chartered under the jurisdiction of the International Association of Lions Clubs.

The affairs of the club are managed by eight trustees led by the President. Trustees are volunteers from the club membership and elected by club members at the Annual General Meeting held March.

4.2 Policy for Trustees

Trustee Training is a requirement and is organised and conducted by the LIONS 105SC Global Leadership Team. Other details including documents to be provided to a trustee are contained in the Constitution

5. REFERENCE & ADMINISTRATIVE DETAILS

Name: Alton Lions Club (CIO) Charity Number: 1174502 Address: 4 Bennet Close, Alton, GU34 2EL

8

6. TRUSTEES

Trustee Name Office
John Mill President
Bretta Rains Secretary
Michael Baker Treasurer
Frances Parris Trustee/Vice President
Atul Patel Trustee
Moira Baker Trustee
GaryHarvey Trustee
Paul Taroni Trustee

7. DECLARATIONS

The trustees declare that they have approved the trustees report above.

Signed on behalf of the trustees

Signature(s)
Full Name(s) Moira Enid Baker John Mill
Position President Vice President
Date

9

SAMPLE OF THANK YOU LETTERS

==> picture [600 x 339] intentionally omitted <==

----- Start of picture text -----
------ Original Message ------ ALTON LIONS CLUB
From: "BARBER, Julian (CHAWTON PARK SURGERY)"
het. ALTON To: Cc: "SAUNDERS, Ian (WATERSHIP DOWN HEALTH)" Sent: Friday, 20 Oct, 23 At 08:49 007 Wootey County Junior School Wooteys Way, Alton, Hampshire. GU34 2JA
13Alton Lions Club [th] April 2024 Sat Alton Community Centre, Amery Street, Alton, Hampshire. GU34 1HN Tel: 01420 85057 acaenquiries@altoncommunitycentre.org.uk www.altoncommunitycentre.org.uk SSotation Subject: Chawton Park Dermatoscope Dear Moira, aie a Mtge cathy, sehey) Gheeset ieMnhew=ebe ot Dearalion’ club ~ Tr.wie,a od Headteacher: Mr Tim O’Brien BA (Hons) MA Telephone: 01420 82532 Fax: 01420 543345 afeehat you and thoGlahfrLions kas make providedpossibleee thtsoote projet me and ee my daughter Sefia
Dear Alton Lions Club On behalf of the staff and patients at Chawton Park Surgery, I would like to take this opportunity to thank the Alton Lions for providing us with a Monday 29 [th] April 2024
PAT testing kit for Alton Community Centre T’d liketo thank the Alton Lions Club for their kind donation to provide a new state-of-the-art dermatoscope. * ‘ Dear Alton Lions, Thank in
We will now not only be able to test all our own equipment but also provide a cheap PAT testing service to groups in our community. This service would of course be offered free of charge to equipment owned by The Alton Lions Club. Once again I would like to thank the Alton Lions for their generous donation and their continued support. This important piece of equipment will enable us to diagnose skin cancers with greater speed and accuracy, which in the face of the rising number of melanomas we are seeing in this country has the potential to save lives. seyfone Thankomoryy penfoldSyouSBof eeAlventure:the donationMAC.The RE: Coding Club I am writing on behalf of Wootey Junior School to extend our sincerest thanks for considering a generous donation of £500 towards running our school Coding Club for our disadvantaged children. 3 e ageing with ourehives, andaI krow we will id nucceed,
Kind Regards HAPPY CHRISTMAS As a result of your funding, we would be able to purchase some Crumble kits. These kits will support us in fostering an environment that values hands-on learning, creativity, and i ireante
problem-solving through the use of code. This experience is invaluable to our pupils, in
Marie Kellie Deputy Manager paalle We are very grateful to the Lions committee and all of your fundraisers for providing us with this vital equipment. Yours Sincerely, Mea New wiated: hi King Fackex~Ay bikiggFor particular our disadvantaged students as it allows them to see the immediate impact of their efforts and sparking a deeper interest in Code.Furthermore, your contribution would directly benefit our students by providing them with resources that would otherwise be beyond our reach. In recognition of your generosity, we would be delighted to send you publicity pictures of the Crumble kits in use during our Coding club sessions. We hope that seeing the engagement of our pupils will truly illustrate the positive impact your donation has made. ‘nin cur memerisWithSofta Love andorFadand Bort RavineGratitudefervor. Thank os
Once again, thank you for your kindness and support and we look forward to sharing our
Dr Julian Barber Fr Support successes with you and hope to keep you updated on the progress and achievements of our pupils.
GP Partner
With warmest regards,
Alton Community Association CIO operates Alton Community Centre & Alton Assembly Rooms Registered Charity no: 1173885 (formerly 266673) VAT No 189 7022 31 Helen Wheatland Year 4 Class Teacher/Computing Leader 20 Dragon Street, Petersfield Hampshire, GU31 4JJ 01730 231292 Centre
Registered Charity no. 1087176 info@thekingsarms.org.ukwww.thekingsarms.org.uk
Lion’s Den SE FEARS
12 [th] April 2024
Alton Lions Club
c/o Moira E Baker
Bt ts Joy > Dear, Moa ond au 1 Archery Rise Alton GU34 1PG
By Email: moira.baker1@btinternet.com
Dear Moira and All at Alton Lions
inects Alton " - a | the Alton Lions, Thank you so much for awarding Alton £1,500 from your 2023 Santa Sleigh
Fund to help towards our weatherproofing funding project for the building. As part of the
improvements to the roof of the building we have used your donation to improve the installation
in the roof. This is part of a major project to improve the heating and ventilation of the building
to make it more energy-efficient and thus improving the environment both generally and for the
comfort of our staff and young people.
Garistmas cvent at Ue Met a\ \ ~. OW. Wrinout the time MERRY Without such donations we simply could not support the young people in Alton and surrounding villages in the way we do.
lodist Church on November 29. w Yi A / CHRISTMAS In the autumn we started a new project to support young people who have not been able to attend school. The aim is to enable the young people who have struggled since Covid
lockdown to build confidence and self-esteem to eventually return to school.
eee of Alton Lion's Den | A 7 \ y and effoxt Quen by tru. au ifDe, of Thank you again.
With kind regards
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‘Gisandean shopping.eT Alton’sAnna YY,) tits F ieee be a bioig hde@ toto fit . A3/ PCW a info@thekingsarms.org.uk Tel: 01730 231292
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Charity No. 1087176, Company No. 04107491
| meng patients frealy eo Registered in England and Wales at The Courtyard Building, Heath Road, Petersfield, Hampshire, GU31 4JJ
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Charity Name No (if any) No (if any)
ALTON LIONS CLUB ALTON LIONS CLUB(CIO) 1174502
Receipts andpayments accounts CC16a
Period start date
01.07.2023
30.06.2024
Period end date
To
For the period
from
~~es~~
~~ee~~
Section A Receipts and payments
~~PO~~
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds Total funds Last year
to the to the to the to the to the to the
nearest £ nearest £ nearest £ nearest £ nearest £
A1 Receipts
ADCRF - 10,000 - 10,000 -
APPEALS - 525 - 525 525 5,000
CHRISTMAS COLLECTION - 5,677 - 5 5,677 5,401
CHARITY WALK - - - - - 2,598
CLASSIC CARSHOW - 5,360 - 5 5,360 4,671
CRAFT MARKET 5,883 - - 5 5,883 4,397
DONATIONS 1,198 1 1,198 4,526
EASTER EGGSPROJECT - 1,464 - 1 1,464 1,558
GIFT AID 2,524 2 2,524 2,462
GOLF DAY 7,118 7 7,118 3,690
LCIF - - - 1,905
OTHER 1,163 1 1,163 205
PARTY IN THE PARK 4,282 4 4,282 1,246
PROSTATE TESTING - - - 795
QUIZ 752 752 752 -
RACES 3,000 3 3,000 4,000
SANTASLEIGH 10,535 10,535 -
TRANSFERSIN 750 750 750 2,737
WINTER FUEL FUND - 2,060 - 2 2,060 4,875
MEMBERS SUBS 11,455 5,127 16,582 16,433
SUPPORTERS 1,018 1 1,018 1,013
NEWBURY 318 318 318 53
Sub total(Gross income for
AR)
(Gross income for
AR)25,223
54,986 - 80,209 67,565
A2 Asset and investment
sales, (see table).
-
-
-
-
-
-
Sub total -
-
-
~~—————~~
-
-
-
-
-
-
-
-
Total receipts 25,223
54,986
-
80,209
~~9
90~~

1

CCXX R1 accounts (SS)

27/03/2025

A3 Payments
ADCRF - 15,000 - 15,000 -
BANK CHARGES 113 - - 113 138
CHRISTMAS GIFTS - 5,365 - 5,365 **4,934 **
CAR SHOW - 2,950 - 2,950 3,986
COMMUNITY DONATIONS **1,607 ** - - **1,607 ** **2,357 **
COMMUNITY PROJECTS 820 - - 820 1,640
RE-ENGAGE 96 - 96 -
EASTER EGG PROJECT 656 656 1,558
GOLF DAY 3,208 3,208 4,326
INDIVIDUALS IN NEED **2,637 ** **2,637 ** **1,692 **
LCIF 1,000 - - 1,000 2,155
LOCAL CHARITIES 6,247 14,448 20,695 2,847
LIONS PROJECTS 173 173 1,200
MARKETS 1,050 1,050 1,539
MMPRA 1,388 1,388 **601 **
OTHER 2,774 12 2,786 3,421
PARTY IN THE PARK 2,641 2,641 **2,084 **
PROSTATE TESTING - - - 850
QUIZ 212 212 50
ROOM HIRE - - - 443
SUPPORTER PROJECTS 1,741 1,741 706
SANTA SLEIGH 814 814 -
WINTER FUEL SUPPORT **381 **
ADMINISTRATION 12,515 2,843 15,358 18,060
SUPPORTER DRAW 230 230 290
TRANSFERS OUT 750 750 750
BANK CHARGES 70 70 72
**Sub total ** 30,324 51,036 - 81,360 56,080
A4 Asset and investment
purchases, (see table)
-
-
**Sub total ** - -
Total payments
Net of receipts/(payments)
A5 Transfers between fund
A6 Cash funds last year en
Cash funds this year end
56,080
- 5,101 11,485
s - -
d 11,784 -
6,683 11,485

CCXX R2 accounts (SS)

27/03/2025

2

Section B Statement of assets and liabilities at the end of the period

Categories
Signed by one or two
trustees on behalf of all the
trustees
B1 Cash funds
NEWBURY
Moira Baker
Signature
John Mill
Details
Total cash funds
ACTIVITIES
ADMINISTRATION
SUPPORTERS
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
10,495
34,536
1,495
1,506
12,924
-
839
11,990
49,805
Print Name
JOHN MILL
MOIRA BAKER
Endowment
funds
to nearest £
-
-
-
-
Date of
approval
John Mill JOHN MILL 13.02.25
Moira Baker MOIRA BAKER 13.02.25

CCXX R3 accounts (SS)

27/03/2025

3

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of kLm4 NJ Cuol %010ts12oLY On accounts for the year ended Charity no (rf any) Iil(f £0£ Set out on pages I report lo the Injstees on my examination of the accounts of the above charity (Ihe Tnjst.) for the year ended Responsibilities and As the tharity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordan￿ with the requirements of the Charities Act 2011 (Yhe Acr). l ￿port in respect of my examination of the Trust's accounts ￿rrIed out under section 145 of the 2011 Act and in carying out my examination. I have followed the applicable Directions given by the Charity Commission under seclion 145(5Xb) of the A￿. I have completed my examinat•Jn. I ￿nfim7 that no material matters have me to my attention (other than that disdosed below ') in connection with the examination which gives me (ause to believe that in. any material respect: a￿)Unting records were rk)t kept in accordan￿ with section 130 of the Act or the accounts do not accord with the accounting records Independent examinerfs statement I have no concems and have (xjme across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. . Please delete the wollls in the brackets ifthey do not apply. Signed: Date: 1.310 2oLS Name= Relevant professional qualification(s) or body (rf any): Address: gs LJ¥NJ t5tsLLL L•<NJ L￿1 IER October 2018

Section B Disclosure Only complete rf the examiner needs to highlight matters of con￿rn (see CC32. Independent examination of tharity aCC￿nts. directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER October 2018