CHARITY COMMISSION FOR ENGLAND ANO WALES Trustees, Annual Report for the period From: 0110712023 Period start date to: 3010612024 Period end date Charlty name: Rothwell District Lions Club (CIO) Charity registration number: 1176472 Objectives and Activities SORP 18ferenco Para 1.17 Summary ofthe purposes of Ihe charity as set out in its goveming document 1. The relief of poverty and the relief of those in need, in particular by providing humanitsrian aid and disaster relief. 2. The advancement of health or the management of health issues. 3. Promoling, for the benefit of the public the conservation, protection and improvement of the physical and natural environment. andlor promoting participation in healthy recreation. 4. Promotin volunteerin Raising funds. making grants in accordance with the charity's Grant Making Policy. paying the costs of carrying out th8 harity's work. Summary of the main adivities in relation to those purposes for the public benefit, in particular, the activities. projects or services identified in the accounts. Statement confinning whether the trustees have had regard to the guidan issued by th8 Charity Commission on public benefit Para 1.17 and 1.19 Pard 1.18 In setting our objedives and planning our activitses the Trustees have carefully considered the Charity Commission's public benefit guidance Additional information (optlonal) You ma choose to indude further statements where relevant about: SORP reference Policy on grant making P8ra 1.38 In awarding grants the Trustees apply the following principles- 1. Trustees will not normally support applications from large national charities dedicated to issues deemed by the Trustees to be already well funded. 2. Trustees will work with other organisations to fund initiatives beyond the financial scope of a single organisation. 3. All applications from previous recipients of grants or from previously unsuccessful applicants will be considered by Trustees on their own merits.
- Trustees will not normally approve the use of funds for- a. Purposes for whi¢h government has a statutory responsibility to provide or b. Individuals to support self- develOpmenlmprOvernent
- Priorities for support will be- a. Local chari*'es b. Youth and children's organisations . Communi facilities Policy on social investment including program related investment NIA Para 1.38 Contribution made by volunteers Volunteers undertake all the work of the charity and 811 trustees are volunteers. Para 1.38 other NIA Achievements and Performance SORP rèfer8nca Summary ofthe main achievements of the charity. identifying the differen the charity's wod( has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. In addition to the £9573 brought forward from the previous period the chanty raised £23460 by fundraising, donations, and other 8¢tivities. We made grants of £15550 in accordance with the Charity's Grant Making Policy. other expenses totalled £6279. Major beneficiaries were. Lions Club Intemational Foundation ILCIFI The Rob Burrow Cenlre for MND Appeal The Rothwell Gateway Club Parn 12Q As administrative costs are covered by members subscriptions and donations these have not been included in these figures Additional inforniation {0ptional) You ma choose to include furthèr statements where relevant about: Achiovements against objectives set Para 1.41 Perfonnance of fundraising activities against objectives set Para 1.41
Financial Review Review of the diarity's financial position at the end of the eriod statement explaining the policy for holding reserves statin are held Amount of reserves held Reasons for holding zero reseryes Para 1.21 At the end of the period the charity carried foard £9573 Para 1.22 The chartty has no policy regarding resee5 Pard 1.22 Para 1.22 £0 The chaTity only makes grants where funds are available. There are no long-ten commttments. NIA Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concem Para 1.24 P3fd 1.ZJ NIA Additlonal information (optional) You ma choose lo include further statements where relevant about: The Gharity's principal Para 1.47 All funds are derived from fund-raising sources of funds {inGluding activities and donations any fundraising) Investment policy and objectives including any social investment pollcy adopted Par8 1.46 NIA A description of Ihe principal risks faGing the charity Para 1.46 There are negligible financial risks Other There was an arithmetical error in transferring the figure for cash funds at year end for year ending June 2023 to the figures the figures for year ending 2024. This error did not affect either the receipts or payrnents figures for either year. The error has been rectified in this re ort
Investment performance against objectsves Pare 1.41 other
structure, Governance and Management Description of charlS trusts: Type of governing document P¥a 1.25 Constitution How is the charily constituted? Pard 1.25 cio TNstee 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 e5ected al the AGM by members, or they are co-opted at other limes in accordance with Section 14 of the constitution Additional infomiation (optlonal) You ma choose to include further statements where relevant about. Policies and procedures Para 1.51 NIA adopted for the induclion and training of lrustees The charity's organis8tiDnal structure and any wider neOrk with which the charity works Para 1.51 Th6 charity is part of Lions Clubs International, Multiple District 105 and is currently within District 105N Relationship wlth any related parties Para 1.51 See above Other Reference and Administrative details Chari name Other name the chari uses Re istered chari number Charity's principal address Rothwell District Lions Club NIA 1176472 14 Castle Lodge Way Rothwell Leeds LS26 OZH cio
Names of the charity trustees who manage the charity Dates acted if not for whole Office (rfany} Name of person {or body) entltléd toa oint trustee rfan Trustee namè Yvonne Beck Harry Boynton Susan Bulmer Janice Davis President Secretary Treasurer Peter Davis Elaine Farrer Alan Hedley Wayne Hoyle Russell Le8ry Phillip Walker 10 12 13 14 15 16 17 18 19 20 Cor orate trustees - names of the dlrectors at the data the re ortwasa roved Director name Name of twstees holding title to propety belonging to the charity Dates acted If not for whole Trust¢è name ar
Funds held as custodian trustees on behalf of others De5GriPtion of the assets NIA held in this capacity Name and objects of the charity on whose behalf the assets are held and how this fa15s within the custodian charity's objects Details ot arrangemenls for safe custody and segregation of such assets from the charity's own assets Additional information (optlonal) Names and addresses of advisers (Optional infomatlon) Type of Name Address adviser Name of chief executlve or names of senior staff members (Optional information) Exemptions from disclosure Reason for nonlsCIOSUre of ke personnel details NIA Other o NIA tional information
Declarations The trustees declare that they have approved the trustees. report above. Slgned on behalf of the charity's trustees Signature{s) Full name{s) Posltlon (eg Secretary, Chalr, etc) uls Date i L/o4l2s
CHARITY COMMISSION FOR ENGLANO ANJ WALES Receipts and payments accounts CC16a For the ri0 from To Section A Receipts and payments Unrestrithd funds tothe nearest Restricted funds Endowment funds Total fund$ Last year ttsthts neaTest£ to the nealt£ to the nreSt£ tothe neawtt Al Re1 Donabon¥ Oonauonts to Admin Fundr8i&l aub Membership Subscriptions Raffie and Lottery 8,080 8,080 264 15,380 18,380 534 750 19,670 7SO 81S Sub total (Gross income for AR) 25,008 2S.008 2S.S37 A2 Asset and investment sales, table). Sub total 24008 24008 25.637 A3 Payments C<Éi of Fundr8Ing Grants and Donation5 Admin Costs Cb Due6 5.847 15,550 432 1,807 5,847 145SO 432 5,123 18.381 781 1219 Sub total 21636 23,636 25,9)4 A4 Assèt and Instmnt pur¢hases,1see tsblel Sub total 23,636 23.636 25,504 Net of recelpts/fpayments) A5 Transfers between funds A6 Cash fund5 last year ènd Cash funds thls year end 1,372 1.372 8,201 978 8,201 9,573 8,168 8,201 00? r11 ut%ountd (¢)ts)
Section B Statement of assets and liabilities at the end of the period Unrestricted funds Restricted funds to neare3t£ Endowmènt funds to t)&8reJt£ Categories t)etails to nearest£ B1 Cash funds Total cash funds 9,573 (agreebakrh paymenls a¢¢{sI) Unrestricted funds trj noarest£ Restrioted funds to Thr$t£ Endowment funds Details to ne3rn5t£ Fund trj whKh asset belon Cost lopttonari Current value tfonal etails B3 Investment assets Fund towhkh ass•t 10th CoJtloptionall Cuirethtvalue tk>n81 Details B4 Assets retained for the harlty's own use Fund towhkh rel*s Amoutttdue )nal When due loptKMl Details B6 Uabllltl8s SvJn8d by ona or tsvo trustees tsn behalf of 811 the trustses Signature Print Name Date of roval CCXX R2 ac¢ounts {S81
Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees Rothwell District Lions Club (CIO) On accounts for the year ended 3010612024 Charity no (If any) 1176472 Set out on pages 3&4 I report to the trustees on my examination of the accounts of the aLK)ve charity {he Trust") for the year ended Respon$ibilitie5 and basls of report As the Charits trustees, you are responsible for the preparation of thè accounts in accor(Jan¢e with thé requirements of the Charities Act 2011 ("the Act.). I report in respect of my examination of the Trust's accounts canied out under section 145 of the 2011 Act and in carying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(51{b) of the Act. Independent examiner's statement aPpIalI. Delete l ] ifnot applicable. I have completed my examinalion. I confirm that no material matters have come to my attention in connection with the ex8mination (other than that dlsclosed below ") whlch glves me Cause lo believe ihat in, any material respect.. the aOUntIng records were not kept in CordanCe with sedion 130 of the Charities Ad- or the accounts did not accord with the accounting records,. Of Ihe accounts did not comply wilh the applicable requirements concerning the form and content ol accounts sel out in the Gharilies (Accounts and Reports) Regulations 2008 other than any requiremerrt thal the accounts give a 'true and fairf view which is not a matter considered as part of an independent examination. I have no COnrnS 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 w0S in the brackets if they do not apply. Signed: Date: 202 Name: Diane Chapman Relevant professional qualification{s) or body IER Oct 2018
(If any): Address: 7 Oufton Lane Rothwell Leeds LS26 OEA Section B Disclosure Only complete if the examiner needs to highlight matenal matters of concem (see CC32, Independent examination of charity accounts.. directions and guidan for examiners). Glve here brlef details of any items that th8 examiner wishes to disclose. IER Oct 2018