OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2024-06-30-accounts

The Lions Club of Registered Charity 1175272 Morpeth

Trustees Annual Report & Financial Statements

2023 - 2024

The Lions Club of Registered Charity 1175272 Morpeth

Trustees Annual Report & Financial Statements For the Year Ended 31[st] June 2024

Contents Page Legal and Administrative Information 3 Aims & Objectives 4 - 5 Presidents Annual Report 6 How our activities deliver public benefit 7 (Community Services Report) Fundraising Annual Report 8 Environment Report 9 Treasurers Report 10 Financial Examiners Report 12 Receipts & Payments Account 14 Statement of Assets & Liabilities 15 Notes to the Financial Statements 16 - 21

The Lions Club of

Registered Charity 1175272 Morpeth

Report of the Board of Trustees for the year ending 30th June 2024

The Lions Club of Morpeth hereby presents its Trustees Report and externally examined Financial Statements for the year ending 30[th] June 2024.

Reference and Administrative Information

Charity Name: The Lions Club of Morpeth

Charity Registration Number (CIO): 1175272

Date of Registration: 27[th] March 2018

Registered Club Address: 7 The Covers Morpeth NE61 2RU

Board of Trustees (as at 25[th] February 2025)

Richard Short -- President

Richard Nash -- Treasurer

Geoff Bushell -- Secretary

Chris Offord -- Immediate Past President

Alan Benson -- Member Trustee

Nigel Hedley -- Vice President

Independent Examiner – Michelle Wright MW Accounting.

Woodgate House. 5C Wood Street. Gateshead NE11 9NP

Bankers – Natwest. 4 Bridge Street, Morpeth. NE61 1NG

The fully audited accounts were presented by the Treasurer and approved by The Lions Club of Morpeth and recorded in the Minutes of Meeting on 25[th] February 2025.

OUR AIMS & OBJECTIVES

The charity’s objectives and purposes are set out in The Lions Club of Morpeth’s Constitution and are to:

1) Promote the principles of good citizenship.

Registered Charity 1175272 Morpeth

The Lions Club of

Ensuring our work delivers our aims

We constantly review our aims, objectives and activities each year to ensure that we are focussing on the most effective means to raise funds and help local communities and individuals. This does change each year depending on circumstances and needs. The review looks at the success of each activity and event and the benefit accomplished. As a result, less effective activities may be replaced by new events as we move forward.

We refer to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing our success and planning for the future.

During the year, we raised finance from the public at a number of events as outlined in the Fundraising Report. Hospitals and health related Charities were actively supported by the club during 2023 – 24 and further details of this support is included in the Community Services Report. A new venture – Message in a Wallet was also launched and proved to be very popular. The Club continued to increase its Environmental Activities throughout the year with further involvement with the Morpeth Railway Station and the Greater Morpeth Development Trust. Full details are outlined in the Environmental Activity Report.

The strategies we use in order to meet our objectives

Provide a range of club wide activities, events or donations that will give benefit to Youth, the General Community, Health or the elderly. The activity or organised events are tailored to meet the needs of that particular group. The following reports will provide fuller information on these activities and organised events that have taken place during the year.

Other organised events may be general fund raisers held in order to provide funds for local causes and families in need, especially towards Christmas where strong provision is made for Children and needy families in the local and outlying area.

A number of events will change from year to year depending on popularity and whether the Trustees feel that the event is likely to be supported by the public.

Since the Club is an integral part of Lions Club International Foundation, we are always mindful of International emergencies and disasters where immediate relief is necessary. As indicated in the various reports, Lions Club of Morpeth are always very active in organising street collections or other events where appropriate in order to make significant donations to International Disaster Appeals in line with LCIF requests.

Of course it is not always about money and donations. This year Lions have been very actively involved in providing services to the community such as gardening assistance to a local

Registered Charity 1175272 Morpeth

The Lions Club of

organisation who provide facilities for the blind and partially sighted, to a local Community Hub and the maintenance of flower beds at the local railway station.

How our activities deliver public benefit

More detail on how we deliver public benefit can be gained from the Community Services, Fundraising and Environment reports below.

Over the year, The Lions Club of Morpeth have responded to a wide range of needs from local community to National and International Disaster Relief.

Each request for help and each donation is carefully considered by the Community Services Committee and the Trustees entirely on its merits before being approved by the Club Membership.

The Focus of our Work

In 2023 – 2024 the Club carried out a wide range of successful events which are detailed in the following reports, which form part of this Annual Report.

Organisation of activities and events is the responsibility of the ‘Fundraising Committee’, supported by the full membership of the Club.

The ‘Community Services’ Report and the ‘Fundraising Committee’ Annual Report which follows (pages 7 & 8 respectively), provide greater detail on the events and fund raising activities that we have been able to complete during the year.

The President and Trustees thank all Members of the Club and the Committees for their valued support and contribution in both fundraising and social events throughout the year.

Lastly, sincere thanks must go to the generous public of Morpeth and outlying areas who have also given such strong and consistent support to the Club throughout the year.

Geoff Bushell Secretary Lions Club of Morpeth 2023 _ 2024

PRESIDENTS REPORT FOR THE YEAR 2023 – 2024

As with last year’s President this is my fourth term in the office of President. On taking office, I considered it to be a holding year as newer, younger members come forward to take on the role. I might have thought that but, in the event, the year was as busy, if not busier, than previous years.

Much of the increased activity was due to the purchase of a Christmas sleigh complete with Rudolph. Our usual Christmas activities were supplemented by additional appearances of the sleigh, Rudolph and Santa. On the downside for the local community, I had to dress in an elves costume – not my best look but great fun.

The Lions Club of

Registered Charity 1175272 Morpeth

When I took office I had not reckoned of having a hip and cataract operations. This resulted in some time out from meetings but fortunately not that much. I am indebted to Vice President Richard Short for stepping in when required. Indeed I could not have undertaken the role without the Trustees, Committee Chairs, members and their wives, partners and families.

Fundraising goes from strength to strength. The main source of income is again the two Book Fairs, helped now by being held in the shelter and warmth of the Town Hall. Other events such as the street and supermarket collections went well as did the more social fundraisers such as the Chinese banquet. Many thanks go to our event sponsors such as Bella Boo, Ashington Asda, the Co-op, Dobbies, The Works, Doves Builders Merchants, Castle Carpets and private individuals. As well as sponsoring sweets for children at Christmas, Winn Electrical have provided accommodation for our sleigh and Rudolph. St Georges Church and Morpeth Methodist Church have helped in collecting toys for our Christmas appeal.

We continue to make financial and other practical donations to local charities, good causes, hardship cases and individuals with special needs. More details of this are given elsewhere in this Report. I will not forget delivering Easter eggs to the local Bikers at Woodhorn Colliery before they set off to deliver to local hospitals. There were hundreds of bikers, many in fancy dress and what a noise.

We had yet another successful Charter night at the Rugby Club and thanks must go to Lion John and his wife Anne Gray in organising this. I even managed to persuade my younger family members to come along.

It has been an enjoyable year and thanks to all those who made it happen and to the communities of Morpeth and Ashington and surrounding towns and villages for their tremendous support. Finally thanks to my wife Joy, without whom I could not have managed to take on the role of President.

Chris Offord President 2023/2024 Lions Club of Morpeth

COMMUNITY SERVICES REPORT 2023 / 2024

Thanks to the Club’s fundraising efforts the Community Services Committee was able to give donations and make purchases of some £20,000 during the year. There is much hardship being felt within our communities and it was no surprise that the Wansbeck Valley Food featured highly in the list of recipients, along with local schools and

The Lions Club of

Registered Charity 1175272 Morpeth

individual cases of need. The Club works closely with Northumberland County Council and local support agencies in helping those in need and the homeless. The Club donates presents and sweets to those families in need at Christmas and these have been supplemented by welcome donations from local firms and individuals. Hospitals and the associated health related charities received donations. These included Tiny Lives, the Bubble Foundation, Children’s Cancer North, the Sick Children’s Trust, Great North Air Ambulance, Northumberland Blood Bikes, Sir Bobby Robson Foundation, the Rainbow Trust and Northumberland Hospital Radio.

A new venture for this year was Message in a Wallet which supplements the existing Message in a Bottle. Another new venture was to help fund a book on child abuse. This has been written by a local author who suffered abuse as a child and the Club were delighted to support its introduction to many local schools. It is hoped that other Lions Clubs will help get this out beyond our catchment area.

Youth projects were also helped through Teenage Care, the Bedlington Air Cadets and the True Colours Theatre as well as toys and clothing for families in need. Under the Environment Committee, the Club helped secure a grant for Vision Northumberland to help refurbish their garden for the partially sighted. The Club continues to collect unwanted spectacles as part of a Lions nationwide initiative for distribution to countries without adequate eyecare services.

The Club supported humanitarian crises worldwide through Lions Clubs International Foundation. The Club was very keen to help those suffering in the conflict in Gaza and was able to do this with a donation to UNICEF.

FUNDRAISING REPORT 2023 / 2024

In line with previous years, The Lions Club of Morpeth followed its successful program of events, and as always was prepared to raise funds and assist smaller local organisations at short notice.

Our main fundraising events are listed below: 1) Book fairs.

The Lions Club of

Registered Charity 1175272 Morpeth

Graham Tait Fundraising Chairman 2023/2024

ENVIRONMENT REPORT 2023 / 2024

It has been a very wet year and this has curtailed some of the Club’s environmental activities. Nevertheless the following projects have been undertaken.

William Turner Woodland, Carlisle Park, Morpeth

Ten year ago as part of the Club’s 40 year celebrations, the Club planted 40 trees on a grass bank adjoining the town’s William Turner garden in the main park. William Turner (1508 – 1568) was a Morpeth born physician and naturalist who became the first person to identify and name plants correctly in English. The Garden includes many species he identified for use in medicine. The Lions have complimented the garden with a woodland bank of flower and fruit trees identified by William Turner for medicinal properties.

This woodland needs continual management and a small team of Lions has continued this with help from the County Council’s Grounds Team.

Registered Charity 1175272 Morpeth

The Lions Club of

Morpeth Station Landscape Project

Three years ago Morpeth Station buildings were undergoing a major facelift. As part of the facelift the Club combined with the Greater Morpeth Development Trust and the Rotary Club to provide two raised shrub and flower beds and a rockery garden. Each year, for two “summer” months, the Club is responsible for weeding and watering the plants. GMDT and Rotary are responsible for another four months. In addition, this year the Club has planted up six wooden tubs on the platforms and added extra plants to the rockery. Discussions are continuing with Northern (Rail) about landscaping a further area at the Station.

The Northumberland County Blind Association (Vision Northumberland)

The NCBA’s HQ is near the centre of Morpeth. Part of the garden held the award winning Chelsea Flower Show exhibit of some 13 years ago based on the town’s William Turner garden. The garden was neglected due to lack of volunteers with Covid restrictions. The Club formed a gardening team to restore the garden surrounding the HQ. However two years ago it was decided to replace the William Turner element of the garden as it was unsafe for use by the visually impaired. The Club helped in demolishing the previous garden and securing grants for the replacement landscape scheme. This was completed this summer. The Club continued with the maintenance of other parts of the gardens.

Bulb Planting

The Club has helped the Greater Morpeth Development Trust in bulb planting and weeding alongside a path leading to the Station in Morpeth.

Litter Picks

Club members help with Morpeth’s litter picks.

Chris Offord Chair – Environment Committee 2023 - 2024

TREASURERS ANNUAL REPORT & ACCOUNTS FOR THE YEAR 2023 - 2024

The trustees are pleased to present their annual trustees’ report together with the financial statements of the charity for the year ended 30 June 2024.

The financial statements comply with the Charities Act 2011, the Memorandum and Articles of Association, and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)

Financial review

Review of the year

The Lions Club of

Registered Charity 1175272 Morpeth

The results for the year and the charity's financial position at the end of the year are shown in the attached financial statements.

During the year the Charity had income of £33,130 (2023: £27,187) of which £0 was restricted (2023: £5,780) and expenditure of £32,614 (2023: £29,845) of which £0 was restricted (2023: £5,780). There was an operating surplus of £517 (2023: deficit £2,658) of which a £0 was restricted (2023: £0).

At 30 June 2024 the Charity had net assets of £9,182 (2023: £8,665) of which £0 was restricted (2023: £0).

Reserves policy/Going concern

The Trustees consider the level of reserves, £9,182 (2023: £8,665), prudent for the Charity at this time. Our Reserves Policy is reviewed annually.

Risk Management

The Trustees have conducted a review of the major risks to which the charity is exposed. A risk register has been established and is updated at least annually. Where appropriate, systems or procedures have been established to mitigate the risks the charity faces. Procedures are in place to ensure compliance with health and safety of volunteers, clients and beneficiaries. These procedures are periodically reviewed to ensure that they continue to meet the needs of the charity.

Registered Charity 1175272 Morpeth

The Lions Club of

Statement of Trustees’ Responsibilities

The trustees are responsible for preparing the Trustees’ Annual Report and the Financial Statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Charity SORP requires the trustees to prepare financial statements for each financial year, which give a true and fair view of the state of affairs of the charity and of incoming resources and application of resources, including the receipts and payments of the charity for that year. In preparing those financial statements, the trustees are required to:

The trustees are responsible for keeping accounting records that disclose with reasonable accuracy at any time the financial position of the charity. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by the Trustees on 25[th] February 2025 and signed on their behalf by:

Richard Nash

Treasurer – Lions Club of Morpeth

The Lions Club of

Registered Charity 1175272 Morpeth

THE LIONS CLUB OF MORPETH

REPORT AND FINANCIAL STATEMENTS For the year ended 30 June 2024

Charity Number 1175272

The Lions Club of

Registered Charity 1175272 Morpeth

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES

For the year ended 30 June 2024

I report on the financial statements of The Lions Club of Morpeth for the year ended 30 June 2024, which are set out on pages 7 to 15.

Respective responsibilities of trustees and examiner

The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 ("the Charities Act) and that an independent examination is needed.

Having satisfied myself that the charity is not subject to audit under company law and is eligible for independent examination, it is my responsibility to:

Basis of independent examiner's statement

My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no material matters have come to my attention which gives me cause to believe that in, any material respect:

I 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.

Michelle Wright MW Accounting, Bookkeeping & Training Woodgate House 5c Wood Street Gateshead NE11 9NP

The Lions Club of

Registered Charity 1175272 Morpeth

RECEIPTS AND PAYMENTS ACCOUNT

For the year ended 30 June 2024

s
Note
Receipts
Donations and legacies
5
Charitable activities
6
Other trading activities
7
Investments
8
Total income
Payments
Charitable activities
Operation of the charity
9
Total expenditure
Net movement of funds
Reconciliation
of
funds
Total funds brought forward
Total funds carried forward
Unrestricted
Funds
£
14,407
15,427
3,278
20
33,130
32,614
32,614
517
8,665
9,182
Restricted
Funds
£
-
-
-
-
-
-
-
-
-
-
Total
2024
£
14,407
15,427
3,278
20
33,130
32,614
32,614
517
8,665
9,182
Total
2023
£
7,016
17,288
2,873
10
27,187
29,845
29,845
( 2,658 )
11,323
8,665

The Receipts and Payments Statement includes all gains and losses recognised in the year. All receipts and payments derive from continuing activities

The notes on pages 9 to 15 form an integral part of these accounts.

The Lions Club of

Registered Charity 1175272 Morpeth

STATEMENT OF ASSETS AND LIABILITIES

As at 30 June 2024

s
ote
N
Cash
funds
Current account
Total cash funds
Assets
retained
Fixed asset purchase
9
Total assets
Liabilities
Accountancy and independent examination10
Uncleared cheques
Total assets
Unrestricted
Funds
£
9,182
9,182
-
-
200
1,500
1,700
Restricted
Funds
£
-
-
-
-
-
-
-
Total
2024
£
9,182
9,182
-
-
200
1,500
1,700
Total
2023
£
8,665
8,665
1,200
1,200
200
650
850

The notes on pages 9 to 15 form an integral part of these accounts.

These financial statements were approved by the Board on: 25[th] February 2025

and are signed on its behalf by: Richard Nash

The Lions Club of

Registered Charity 1175272 Morpeth

1 Accounting Policies

The accounts have been prepared on the receipts and payments basis. An audit is not required by the charity's constitution and has not been requested by the trustees.

2 Basis of accounting

2.1 Preparation of the accounts on a going concern basis

The charity reported total unrestricted funds at the year end of £9,182 and has already secured a significant amount of funding for the current year.

The trustees are of the view that the immediate future of the charity for the next 12 months is secure and that on this basis the charity is a going concern.

The financial statements have been prepared on a going concern basis. The Trustees have reviewed and considered relevant information, including the annual budget and future cash flows in making their assessment. The Trustees are of the view that the immediate future of the charity, for the next 12 months is secure and that on this basis the charity is a going concern.

3 Receipts

3.1 Recognition of receipts

Receipts are recognised when the charity has received the receipt.

3.2 Grants and donations

Income from government and other grants are recognised when the charity has received the funds.

3.3 Fund accounting

Unrestricted funds are available to spend on activities that further any of the purposes of the charity. Designated funds are unrestricted funds of the charity which the trustees have decided at their discretion to set aside to use for a specific purpose. Restricted funds are donations which the donor has specified are to be solely used for particular areas of the charity's work or for specific projects being undertaken by the charity.

4 Payments and liabilities

4.1 Liability recognition

Liabilities are recognised when it is more likely than not that there is a legal or constructive obligation committing the charity to pay out resources and the amount of the obligation can be measured with reasonable certainty.

4.2 Charitable activities

Payments on charitable activities includes the costs of promoting the relief of poverty in particular by providing humanitarian aid and disaster relief as well as other activities undertaken to further the purposes of the charity and their associated support costs.

The Lions Club of

Registered Charity 1175272 Morpeth

4.3 Governance and support costs

Support costs have been allocated between governance cost and other support.

Governance costs comprise all costs involving public accountability of the charity and its compliance with regulation and good practice.

Support costs are those functions that assist the work of the charity but do not directly undertake charitable activities. Support costs include central functions and have been allocated to activity cost categories on a basis consistent with the use of resources.

4.4 Liabilities

The charity has liabilities which are measured at settlement amounts less any trade discounts.

4.5 Provision for liabilities

A liability is measured on recognition at its historical cost and then subsequently measured at the best estimate of the amount required to settle the obligation at the reporting date.

The Lions Club of

Registered Charity 1175272 Morpeth

Analysis of receipts
5 Donations and legacies
Donations and Gift Aid
6 Charitable activities
Income
from
fundraising
activities
Fundraising events
Ukraine
Mulan
Earthquake
7 Other trading activities
Membership Subscriptions
Other income
8 Income from investments
Bank interest
Unrestricted
Funds
£
14,407
14,407
13,931
-
1,496
-
15,427
3,278
-
3,278
20
20
Unrestricted
Funds
£
14,407
14,407
13,931
-
1,496
-
15,427
3,278
-
3,278
20
20
Restricted
Funds
£
-
-

-
-
-
-
-

-
-
-

-
-
Total
Total
2024
2023
£
£
14,407
7,016
14,407
7,016
13,931
10,508
-
2,000
1,496
1,000
-
3,780
15,427
17,288
3,278
2,873
-
-
3,278
2,873
20
10
20
10
Total
Total
2024
2023
£
£
14,407
7,016
14,407
7,016
13,931
10,508
-
2,000
1,496
1,000
-
3,780
15,427
17,288
3,278
2,873
-
-
3,278
2,873
20
10
20
10
7,016
7,016
13,931
-
1,496
-
15,427
10,508
2,000
1,000
3,780
17,288
3,278
-
3,278
2,873
-
2,873
20
20
10
10

Receipts were £33,130 (2023: £27,187) of which £33,130 was unrestricted or designated (2023: £21,407) and £0 was restricted (2023: £16,852)

The Lions Club of

Registered Charity 1175272 Morpeth

Analysis of payments on charitable activities
Unrestricted
Funds
£
9
Charitable payments
Direct
costs
Donations made
Ukraine fundraiser
Earthquake funds
Fundraising activities
Events
Project equipment
Venue hire
Support
costs
Membership costs
Website costs
Postage & carriage
Insurance
Professional fees
Bank charges
Asset
and
investment
purchase
Purchase of fixed asset
16,685 -
925 -
- -
3,431 -
5,337 -
534 -
2,085 -
2,789 -
127 -
13 -
- -
688 -
- -
-
32,614
Restricted
Funds
£
-
-
Total
Total
2024
2023
£
£
16,685 7,319
925 2,500
- 4,280
3,431 5,252
5,337 4,347
534
980
2,085
760
2,789 2,399
127
127
13
59
-
140
688
444
-
38
-
1,200
32,614
29,845
Total
2023
£
29,845

Payments on charitable activities were £32,614 (2023: £29,845) of which £32,614 was unrestricted or designated (2023: £24,065) and £0 was restricted (2023: £16,852)

10 Fees for examination of the accounts

Independent examiner's fees for reporting on the accounts

----- Start of picture text -----
2024 2023
£ £
200 200
200 200
----- End of picture text -----

There were no other fees paid to the examiner (2023: £nil)

11 Analysis of staff costs and the cost of key management personnel

No employee received remuneration above £60,000 (2023: nil)

The key management personnel of the charity, comprise the trustees. The total employee benefits of the key management personnel of the charity were £nil (2023: £nil).

The Lions Club of

Registered Charity 1175272 Morpeth

12 Transactions with trustees

None of the trustees have been paid any remuneration or received any other benefits from an employment with the charity or a related entity.

Trustees' expenses

No trustee expenses have been incurred in the year.

Transaction(s) with related parties

There have been no related party transactions in the reporting period.

13 Corporation Taxation

The charity is exempt from tax on income and gains falling within section 505 of the Taxes Act 1988 or section 252 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objectives.

14 Cash at bank and in hand

Cash at bank and in hand 2024
£
9,182
9,182
2024
£
9,182
9,182
2023
£
8,665

8,665

15 Events after the end of the reporting period

No events requiring adjustment to the accounts have occurred after the end of the reporting period but before the accounts are authorised which relate to conditions that arose after the end of the reporting period.

The Lions Club of

Registered Charity 1175272 Morpeth

16 Analysis of charitable funds

Analysis of movements in unrestricted funds For the year ended 31 December 2022

Fund
balances
brought
forward
Unrestricted funds
General unrestricted fund
Totals
£ Incoming
resources
£
33,130
33,130
Incoming
resources
£
33,130
33,130
Resources
expended
£
( 32,614 )
( 32,614 )
Transfers
£
-
-
Fund
balances
carried
forward
£
9,182
8,665
8,665
33,130
33,130
9,182

Purpose of unrestricted funds

General unrestricted fund The 'free reserves' of the charity

17 Capital commitments

As at 30 June 2024, the charity had no capital commitments (2023: £nil)

18 Analysis of net assets between funds

Cash at bank and in hand

Cash at bank and in hand

Unrestricted
Funds
£
9,182
9,182
Total
2024
£
9,182
9,182
Total
2023
£
9,182
8,665
8,665

End of Financial Statements