## **Lions Club of Petersfield** ## **Report for Charity Commission 2021-22** Community Service: The Club has financially supported the local fostering agency. It has made financial donations in support of refugees from Afghanistan and Ukraine. The Club collects used spectacles and distributes them for grading and reuse in the poorer countries of the world. Local schools have been supported with financial donations. The Club has supported young families with financial help to Homestart Butser. It has supported Christmas lunches organised by Petersfield Area Churches Together. Members of the Club have assisted in the Petersfield Charity Christmas Card Shop. Members have helped with a Save The Children clothing sale. The Club has purchased a mobility scooter for a local elderly lady. The Club has made donations to Spotlight UK, Fitzroy Support, Naomi House, Jacksplace and the King’s Arms Youth Group. Promoting Volunteering: The Petersfield Lions Club has organised the marshalling at the local Covid Vaccination Centre. This includes the recruitment of volunteer marshalls from other organisations as well as the general public. The Club runs an annual “Peace Poster” competition at local schools to encourage young people to get involved with the community. The Club has continued to increase its membership, giving more local people opportunities to volunteer. Relief of Poverty: The Club runs an annual Winter Fuel Allowance campaign to help those in receipt of the allowance to donate it to more deserving cases. This is done in conjunction with the Citizens Advice Bureau. The Club has made donations to Homestart Butser specifically for the purchase of school uniforms. The club has held sales of used children’s toys and clothing. The Club has given financial support to the Petersfield Food Bank Advancement of Health: The Club has held a Prostate Cancer Testing Day for local men. It has organised the marshalling at the Covid Vaccination Centre in Petersfield. It has provided financial support to a young girl in need of therapy as a result of suffering a stroke shortly after birth. The Club has made donations to Brain Tumour Research. It has provided an arbour at Petersfield Community Centre for the benefit of local stroke victims. Protection of the Environment: Members of the Petersfield Lions have regularly assisted with local litter collections within Petersfield. Petersfeld Lions Club Audit of annual accounts July 2021 – June 2022 Page 1 of 5 **----- Start of picture text -----**
258 Contra entry Deposit refund for room hire returned
later in month – moved to contra
entry column to avoid inflating
income and expenditure.
205 Input error £33 amendment – deleted from file
as an error. Final spreadsheet now
fully reconciles without any errors
showing.
307 Allocation error £740 income moved from misc
income to member contributions to
align all Charter night entries under
same heading.
Severa Interest All interest entries updated for the
l Endowment fund
**----- End of picture text -----**
## **5 Additional Information** There were several queries and questions asked of the Treasurer during the audit to provide clarity and understanding of processes which included: **----- Start of picture text -----**
Query Response
a Donation requests – how are These will be agreed at Lions
they agreed and authorised? meeting and recorded in the
minutes. (Note for 2021-22 audit the
minutes have not been reviewed by
the auditor)
b Payments to Lions There are two payments one to UK
organisations a UK based Lions which includes insurance cover
and American based, what and to the parent organisation in
is the difference? USA.
c What is a Charter night? A 50 [th] anniversary celebration
evening. (Note the event costs were
more than covered by contributions)
d Invoice missing in respect of Payment made by deposit and
catering provided, is that cheque on the evening. Still
available? following up on final invoice. (Note it
is important to evidence payments
with invoice and should be pursued
to complete documentary evidence
for all transactions).
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Petersfeld Lions Club Audit of annual accounts July 2021 – June 2022 Page 2 of 5 ## **6 Charities Commission Annual Return CC16a** The return pre-populates from the ‘consolidated’ sheet in the excel spreadsheet except for column J which needs to be overwritten with previous year information. At the time of the audit this column was showing 2019-20 information. This is now corrected and shows 2020-21 figures. The return (see Appendix A) summarises all transactions correctly and reconciles to the consolidation and reconciliation sheets. ## **7 Recommendations** The following points are recommended: - Ensure correct and consistent allocation of transaction entries and ensure zerovalue items are recorded appropriately to avoid inflating income or expenditure. - Ensure appropriate invoices are received in good time and kept for audit purposes. - The Charities Commission Annual Return CC16a to be signed and submitted. ## **8 Conclusions** The accounts are detailed and well-kept. All bank transactions were recognised in the accounts. Minor issues were detected in relation to cost allocation but were identified and amended with the Treasurer's aid. They did not affect the bank account balance. All funds are recognised and reconciled. Michelle Spandley ACMA, CGMA Peterstield Lions Club Audit of annual accounts UI 2021 une 2022 Pa e3of5 Appendix A CHARITY COMMISSIO FOR ENGLAND AND WALE5 Recei counts cC￿a To Section A Recei Al Recei Dofjabon5. Le Fund-Tr151n Msc ￿*￿ements Dues etnbErConknb5 Msc. IntErest aoes. Gtar*S 797 174 174 170 Sub for AR) 753 17 Subb 753 17, Fund-Raising Supplie5 Icosts communitySupportE￿nts CotnrnuDItySupwrtDonatorLs Msc. Lclthes Club Pdmin c￿ts 591 76 370 Subto U771 Subto 7n L513 19n 1Tr5 07 Peterstield Lions Club Audit of annual accounts UI 2021 une 2022 Pa e4of5 Petersfield Lions Club Audit of annual accounts UI 2021 une 2022 Pa e5of5 Section B StatThtt of assets aKI liaxlities at Ihe end of ￿lod BICashfuK15 NawestCurwrtkcw)t 932 cthrt(si} tr•we5t£ est£ Ir B5 Llablllle5 SIg￿j iy CXE t￿￿tee5 C PrirtN