## 

## 

## 

|Objectiv|es and|Activ|itie|s|||||
|---|---|---|---|---|---|---|---|---|
|||||SORP reference|||||
|Summary|ofthe purposes||of|Para 1.17|1.The relief of poverty and the relief|||of|
|the charity|as set out|in its|||those<br>in need,<br>in particular<br>by|providing|||
|governing|document||||humanitarian<br>aid and disaster|relief.|||
||||||2.The advancement<br>of health|or the|||
||||||management<br>of health issues.||||
||||||3.Promoting,<br>for the benefit ofthe public||||
||||||the conservation,<br>protection<br>and||||
||||||improvement<br>ofthe physical<br>and natural||||
||||||environment;<br>and/or<br>promoting|participation|||
||||||in healthy<br>recreation.||||
||||||4. Promotin<br>volunteerin||||
|Summary<br>ofthe main<br>activities<br>in relation to those||||Para 1.17and<br>1.19|Raising funds;<br>making<br>grants<br>accordance<br>with the charity's|in<br>Grant||Making|
|purposes|for the public||||Policy; paying the costs ofcarrying||out the||
|benefit,<br>in|particular,|the|||charity's<br>work.||||
|activities,|projects or||||||||
|services identified<br>in||the|||||||
|accounts.|||||||||
|Statement|confirming|||Para 1.18|In setting our objectives and planning|||our|
|whether<br>the trustees||have|||activities the Trustees have carefully||||
|had regard to the guidance|||||considered<br>the Charity Commission's||||
|issued by|the Charity||||public benefit guidance||||
|Commission<br>on public|||||||||
|benefit|||||||||



## 

|ou ma|c|hoose|to include|further statements|where relevan|t about:||
|---|---|---|---|---|---|---|---|
|||||SORP reference||||
|Policy|on|grant|making|Para 1.38|In awarding|grants the Trustees|apply the|
||||||following<br>principles—|||
||||||1.Trustees|will not normally<br>support||
||||||applications|from large national|charities|
||||||dedicated<br>to issues deemed<br>by||the|
||||||Trustees to|be already<br>well funded.||
||||||2.Trustees|will work with other||
||||||organisations|to fund initiatives|beyond the|
||||||financial scope ofa single organisation.|||
||||||3.All applications<br>from previous||recipients|
||||||ofgrants or|from previously<br>unsuccessful||
||||||applicants<br>will be considered<br>by||Trustees|
||||||on their own|merits.||





||||||4.Trustees||will not normally|will not normally|will not normally|approve the|approve the|
|---|---|---|---|---|---|---|---|---|---|---|---|
||||||use offunds||for-|||||
||||||a. Purposes||for which|government|||has a|
||||||statutory<br>responsibility||||to provide||or|
||||||b. Individuals||to support||self-|||
||||||development/improvement<br>5.Priorities for support||||will be-|||
||||||a. Local charities|||||||
||||||b. Youth and children's||||organisations|||
||||||c.Communit||facilities|||||
|Policy on|social investment||||N/A|||||||
|including|program||related|Para 1.38||||||||
|investment||||||||||||
|Contribution||made|by||Volunteers|undertake||all the||work|ofthe|
|volunteers||||Para 1.38|charity and||all trustees||are volunteers.|||
|Other|||||N/A|||||||



## 

|chieve|men|ts|and Per|formance||||
|---|---|---|---|---|---|---|---|
|||||SORP reference||||
|Summary|ofthe main||||In addition<br>to the|f15778 brought<br>forward||
|achievements||ofthe charity,|||from the previous|period the charity raised||
|identifying|the|difference the|||f24409 by fundraising,<br>donations,<br>and|||
|charity's<br>work has made to<br>the circumstances<br>of its||||Para 1.20|other activities.<br>We made grants|of820191 in accordance||
|beneficiaries<br>and|||any wider||with the Charity's|Grant Making|Policy.|
|benefits to society as a|||||Other expenses|totalled f5068.||
|whole.|||||Major beneficiaries<br>were.|||
||||||~<br>Lions Club International||Foundation|
||||||(LCIF)|||
||||||~<br>The Rob|Burrow Centre|for MND|
||||||Appeal|||
||||||~<br>Chron's and Colitis UK|||
||||||As administrative|costs are covered by||
||||||members<br>subscriptions<br>and donations|||
||||||these have not been included<br>in||these|
||||||figures|||



|Achievements|against|Para 1.41|
|---|---|---|
|objectives set|||
|Performance|offundraising||
|activities against objectives||Para 1.41|
|set|||





Investment performan
against objectives
Para 1.41
Other

## 

|Financial<br>Review||||||
|---|---|---|---|---|---|
|Review ofthe charity's|||Para 1.21|At the end ofthe period the charity carried||
|financial<br>position at the|end|||forward 26438||
|ofthe<br>eriod||||||
|Statement<br>explaining<br>the|||Para 1.22|The charity has no policy regarding||
|policy for holding<br>reserves||||reserves||
|statin<br>wh<br>the<br>are held||||||
|Amount<br>of reserves<br>held|||Para 1.22|||
|Reasons for holding zero|||Para 1.22|The charity only makes grants where funds||
|reserves||||are available. There|are no long-term|
|||||commitments.||
|Details offund materially||in|Para 1.24|N/A||
|deficit||||||
|Explanation<br>ofany|||Para 1.23|N/A||
|uncertainties<br>about the||||||
|charity continuing<br>as a going||||||
|concern||||||
|Additional<br>information|(optional)|||||
|You ma<br>choose to include||further statements||where relevant about||
|The charity's<br>principal|||Para 1.47|All funds are derived|from fund-raising|
|sources offunds<br>(including||||activities and donations||
|any fundraising)||||||
|Investment<br>policy and|||Para 1.46|N/A||
|objectives<br>including<br>any||||||
|social investment<br>policy||||||
|adopted||||||
|A description<br>ofthe principal|||Para 1.46|There are negligible|financial<br>risks|
|risks facing the charity||||||
|Other||||||





## 

|Structure,<br>Governa|nce|and Manag|emen|t||||
|---|---|---|---|---|---|---|---|
|Description<br>ofcharity's||||||||
|trusts:||||||||
|Type of governing<br>document||Para 1.25|Constitution|||||
|How is the charity||Para 1.25|CIO|||||
|constituted?||||||||
|Trustee selection methods||Para 1.25|Trustees||are elected||at the AGM by|
|including<br>details ofany|||members||or they are||co-opted at other|
|constitutional<br>provisions|e.g.||times|in|accordance||with section 14ofthe|
|election to post or name|of||constitution|||||
|any person or body entitled||||||||
|to appoint one or more||||||||
|trustees||||||||
|Additional<br>information|(optional}|||||||
|You ma<br>choose to include further statements|||where|relevant||about:||
|Policies and procedures||Para 1.51|N/A|||||
|adopted for the induction||||||||
|and training<br>oftrustees||||||||
|The charity's<br>organisational||Para 1.51|The charity is|||part of|Lions Clubs|
|structure<br>and any wider|||International,<br>Multiple||||District 105and is|
|network<br>with which the|||currently||within|District 105N||
|charity works||||||||
|Relationship<br>with any||Para 1.51|See|above||||
|related parties||||||||
|Other||||||||



## 

## 

|Chari|name|||Rothwell|District Lions Club|CIO|
|---|---|---|---|---|---|---|
|Other name the charit|||uses|N/A|||
|Re istered charit||number||1176472|||
|Charity's|principal|address||14Castle|Lodge VVay||
|||||Rothwell|||
|||||Leeds|||
|||||LS26 OZH|||





||Trustee name|Office (ifany)|Dates acted ifnot for whole<br>ear|Name <br>to a|ofperson (or body) entitled<br>oint trustee<br>if an|ofperson (or body) entitled<br>oint trustee<br>if an|
|---|---|---|---|---|---|---|
|1|Yvonne Beck|President|||||
|2|Susan Bulmer||||||
|3|Janice Davis|Secretary|||||
|4|Peter Davis|Treasurer|||||
|5|Elaine Farrer||||||
|6|Alan Hedley||||||
|7|Wayne Hoyle||||||
|8|Russell Leary||||||
|9|Phillip Walker||||||
|10|||||||
|11|||||||
|12|||||||
|13|||||||
|14|||||||
|15|||||||
|16|||||||
|17|||||||
|18|||||||
|19|||||||
|20|||||||





|Funds held as custodian|Funds held as custodian|trustees on behalf ofothers|
|---|---|---|
|Description<br>ofthe assets||N/A|
|held<br>in this capacity|||
|Name and objects ofthe|||
|charity on whose behalf|the||
|assets are held and how|this||
|falls within the custodian|||
|charity's objects|||
|Details ofarrangements|for||
|safe custody and|||
|segregation<br>ofsuch assets|||
|from the charity's<br>own|||
|assets|||



## 

|Names an|d addresses ofadv|isers<br>(Optional<br>information)|||
|---|---|---|---|---|
|Type of|Name|Address|||
|adviser|||||
|Name of|chief executive or names ofsenior staff members||(Optional|information)|



## 

## 



|O<br>CHARITY COMMISSION<br>FOP FNCLANO<br>AND WALFg|O<br>CHARITY COMMISSION<br>FOP FNCLANO<br>AND WALFg|O<br>CHARITY COMMISSION<br>FOP FNCLANO<br>AND WALFg|O<br>CHARITY COMMISSION<br>FOP FNCLANO<br>AND WALFg|O<br>CHARITY COMMISSION<br>FOP FNCLANO<br>AND WALFg|O<br>CHARITY COMMISSION<br>FOP FNCLANO<br>AND WALFg||ROTHWELL DISTRICT LIONS CLUB (CIO)<br>Receipts and payments|ROTHWELL DISTRICT LIONS CLUB (CIO)<br>Receipts and payments|ROTHWELL DISTRICT LIONS CLUB (CIO)<br>Receipts and payments|ROTHWELL DISTRICT LIONS CLUB (CIO)<br>Receipts and payments|accounts|accounts||CC16a|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
||||||||Forthe period<br>from||01/07/2022||To|30/06/2023|||
|~|||~|i|~|~|~||||||||
||||||||Unrestricted<br>funds||Restricted funds|Endowment<br>funds||Total|funds|Last year|
||||||||to tne nearest||to the nearest 6|to the|nearest 6|to the|nearest 6|to the nearest 6|
|A1 Recei ts|||||||||||||||
|Donations||||||||4,53&|||||4,53&|6,967|
|Donations<br>to Admin||||||||106|||||106|167|
|Fundraisin|||||||19,870||||||19,&70|9,60&|
|Club Membershi|Subscritons|||||||208|||||208|610|
|Raffle and Lotte||||||||815|||||815|421|
|Sub total (Gross income forAR)|||||||25,537||||||25,537|17,773|
|A2 Asset and|investment|||sales,|||||||||||
|see table .|||||||||||||||
|||||Sub total|||||||||||
|||Total||receipts|||25,537||||||25,537|17,773|
|A3Pa ments|||||||||||||||
|Cost of Fundraising||||||||5,06&|||||5 06&|3,540|
|Grants<br>and Donations|||||||20,191||||||20,191|20,947|
|Admin Costs||||||||790|||||790|162|
|Cub Dues||||||||1,219|||||1,219|1,292|
|||||Sub total|||27,2&&||||||27,26&|25,941|
|A4 Asset and|investment||||||||||||||
|purchases, (see||table)|||||||||||||
|||||Sub total|||||||||||
|||Total|payments||||27,268||||||27,268|25,941|
|Net ofreceiptsl(payments)||||||||1,731|||||1,731|8,168|
|A5 Transfers|between funds||||||||||||||
|A6 Cash funds last year|||end|||||8,168|||||8,168||
|Cash|funds this|||year end||||6,437|||||6,437|8,168|





||~|W<br>s||~|e|~|~|e ~||~|~|~|~|e|||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||||||||||Unrestricted|||Restricted||||Endowment||
|||Categories|||||||||funds|||funds|||funds||
||||||||||||to nearest|f.|to nearest|||F.|to nearest|K|
|B1Cash||funds|||||||||||||||||
|||||||||Total cash|funds|||6,437|||||||
|||||||{agrea balances|with|receipts and payments|acccunt{s))||||||||||
|||||||||||Unrestricted|||Restricted||||Endowment||
||||||||||||funds|||funds|||funds||
|||||||Details|||||to nearest S|||to nearest||K|to nearest|E|
|B2Other||monetary assets|||||||||||||||||
|||||||Details||||Fund to which asset<br>belongs|||Cost (opti||onal)||Current value<br>(optional)||
|B3Investment assets|||||||||||||||||||
|||||||Details||||Fund to which asset<br>belongs|||Cost (opti||onal)||Current value<br>(optional)||
|B4Assets retained for the|||||||||||||||||||
|charity's||own use|||||||||||||||||
||||||||||||Fund to which|||Amount|due||When due||
|||||||Details||||liability relates||||(optional)|||(optional)||
|B5Liabilities|||||||||||||||||||
|Signed<br>behalf|by one or two trustees<br> of all the trustees||on|||||ig nature||||Print|Name||||Date ofapproval||
||CCXX R2 accounts (SS)||||||||||||||||07/03/2024||





## 




