## **Trustees’ Annual Report for the period** ## **From 01/07/2020 Period start date To 30/06/2021 Period end date** ## **Charity name: Easingwold District Lions Club CIO** ## **Charity registration number: 1178035** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|See attached document –“ Lions Club
International Purposes”| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|Provision of equipment for local schools, youth
organisations, mental health initiatives and
sports clubs. Part funding of defibrillators for
villages. Supply of fish and chips for the elderly
and unwell. Raising funds through Santa’s
sleigh and other community events| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The club is aware of the Commission guidance
and our priority is to “serve the local
community”.| ## **Additional information (optional)** You may choose to include further statements where relevant about: SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|Our part funding of defibrillators has provided
emergency equipment for any cases of cardiac
arrest in local villages. We have provided
hospital transport for local people. Financially
supported our local community care
association. Provided support to local Scout
and Guide groups as well as assistance to local
Marie Curie and Cancer societies| ## **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |Achievements against
objectives set|Para 1.41|| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|The club is financially stable – see
accounts| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|We have a deposit account for
contingencies and the replacement of
equipment.| |Amount of reserves held|Para 1.22|Deposit funds held approximately £5,000 in
addition to current running funds in current
account| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|| ## **Additional information (optional)** You may choose to include further statements where relevant about: |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Standard form of constitution and byelaws
published by Lions Club International| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|CIO| |Trustee 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|Selected by directors| ## **Additional information (optional)** You may choose to include further statements where relevant about: Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other ## **Reference and Administrative details** |Charity name|Easingwold District Lions Club CIO| |---|---| |Other name the charity uses|| |Registered charity number|1178035| |Charity’s principal address|5 Gill Croft
Easingwold
York
YO61 3HH| ||| **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (if any)**| |---|---|---|---|---| ||John Sutherland|President||Director| ||Linda Walton|Secretary||“ “| ||PhillipThomas|Treasurer||“ “| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – Corporate trustees names of the directors at the date the report was approved **Director name** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** ## **Funds held as custodian trustees on behalf of others** Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of**
**adviser**
**Name**
**Address**||| |||| |||| |||| |||| |**Name of chief executive or names of senior staff members (Optional information)**||| |||| ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** |**Signature(s)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**||| |---|---|---| ||Phillip Thomas|| ||
Treasurer|| ||20 April 2022|| ||20 April 2022|| EASINGWOLD DisTricf LIONS CLU8 CIO (Charity Number 1178035) FINANCIAL Accourits INDEPENDENT EXAMINERS REPORT For the year ended 30 June 2021 TRUSTEES Presldent John Sutherland Secreta Llon Unda Walton Llon Phlll Thomas. BANKERS Barclays Bank plc, Easlngwold, York EASINGWOLD DISTRicf LIONS CLUB Independent Exarnlnerfs Report Page Flnan¢lal Statements Receipts and payments account Administration Revenue account Activities Revenue account Balance sheet Notes to the accounts Llon's Purposes, Code of Ethlcs EASINGWOLD DISTRICT LIONS CLUB Independent Examinerfs Report to the Trustees of Easin8wold Distrirt Lions Club I report to the trustees on my examination of the accounts of the above charity 1.the Club") for the year ended 30 June 2021. Responslbilities and basls of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 1.the Act"). I report in respect of my examination of the Club's accounts carried out under sertion 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charlty Commission under section 145151{b} ofthe Art. Independent examlner's statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which 8lves me cause to believe that in, any material respect: the accountin8 records were not kept in accordance with section 130 of the Charities Act: or the accounts did not accord with the accounting records,. or the accounts did not comply with the applicable requirements concerning the form and content of account5 Set out in the Charities (Accounts and Reports) Re8ulations 2008 other than any requirement that the accounts 8ive a 'true and fairf view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in thi5 report in order to enable a proper understandin8 of the accounts to be reached. Examiner.. Hayden Priest Chartered Accountant UHY Calvert Smith Herita8e House, Murton Wav. York, Y019 5UW Date 20 April 2022 PaBe I EASINGWOLD D1SfR￿ LK)N5 au8 RECEiiyfs AND PAYMEPITS AccouNr For the ar ended 30 June 2021 2021 TOT TA Recelpts Administrati¢)n Revenue knount IPa8e 21 517 517 2,929 Actlvlties Revenue Attount (Page 31 7.388 19,024 Total R•c•￿ts 21,9S3 District. Multiple Distrirt and International dues and joinin8 fees (Page 21 1.298 1.298 1.578 Adminlstration Accotsnt Expenses IPa8e 21 756 ActI￿lIeS Expenses IP4e 31 12.205 12,205 23,549 Totsl P•yff*nts 13,592 13,592 25W2 SURPLUSIIDEFlC￿ OF IIICOME OVER EXPENDMIRE 15.688) 15,688) 13,9291 Funds brought forward at l Jtsty 2020 Transfer to unrestricted funds Transfer to 51ei8h Renewal Funds 4.622 22,%2 27.585 31.514 15(X)I Funds carrfed forward at 30 June 2021 5.122 16.774 21,896 27,585 EASINGWOLD DisTricf UONS CLUB ADMINISTRATION REVENLIE ACCOUNT For the arended 30June 2021 2020 INCOME Subscripti¢)ns Less Due5 & Joining Fees Ilnternatlortal, Multlple Distrltt & Distrktl 455 1,298 1.728 1.578 184a) Chartèr Dinner Donations- members Member d¢Jnatlons from book sale.quiz.mar5hallin8 Mlscellaneous Trip5. socl•l 450 236 62 50 416 EXPENDMJRE Charter Dinner (deP)￿l refunds) FileylScarborou8h Charter Dinner aothln& badges Iloom hire & Stora8e stationerylphoi0copyln￿poSta1e etc. Trlps, social Mlscellaneous 17811 1,352 450 131 115 17561 SURPLUS/{DEFICtn OF INCOME OVER ExPEN[￿lRE 18711 596 Accumulated balance at 01 July 2020 1.213 ACCUMULATED BALA14CE al 30JUNE 2021 938 EASINGWOLD DisTricf UONS CLUB ACTIVITIES REVENUE ACCOUNT For the r ended 30 June 2021 2021 Fu INCOME From Volunta knrces Donations Glft Aid claim Fund raising events I see Note 2.1 Irx•mè regar* OtherExpendltype I see Note 3.1 From Assets Bank Interest (Deposlt alc) 394 2.425 2,479 394 2.425 2,479 2.197 2,360 12.442 2.018 l Recel 19,025 EXPENDtWURE Fund raisin8 events I see Note 2.1 DI￿rt Charitable Expendlture I see Note 6.1 Other Expenditure l see Note 3.1 165 165 336 5.415 5.415 15.581 6,625 6,625 7,631 12,205 12,205 23,549 Surplu5llDelkttl of lrt(om• ovw Exp•ndttur• for th• yèai 14,8171 14.8171 14,5241 A¢¢umulated balance as at l July 2020 Transfer tolfrom Slei8h Renewal Funds 4ffj22 21.154 2S.776 Accumulated balance at 30 June 2021 5.122 15.837 20.959 25,776 EASINGWOLD DISTrICf UONS CLUB BALANCE SHEET Forthe r ended 30June 2021 2021 AXED ASSEfs Tangible Assets 4525 4,740 LANCES AT. BANK Administration Ctsrrent Account Artivities Trust Current Account Activities Trust Premium A¢count 1,122 11,320 4,924 2,127 15,788 4.923 17,366 22,838 Petty Ca5h- AdmlnistratSon Petty Cash - Activities ACCOUNT5 PAYABLE: TOTAL ASSETS LESS LIABiunES 27.584 REPRESENTED BY: SurplusllDeficitl CKI Administratlon Re4enue Surplus on Summary A¢tivities Revenue ktwnt Suplus ¢>n Stei8h Renewal Funds 938 15.837 5.122 21.153 4.622 TOTAL FUNDS 27,584 Trnasur•r. E￿NGWOLD DWRKf LK)NS au8 NOTES TO THE Accouiirs For the ar ended 30June 2021 Not¢ l. The financial statements have been wepared on a receipts and payments basi5. From l July 2018 the Club is treated as a ao (Charitable Incorporated Or8anisatianl Totsls A¢tlvltles. Unrestrlrted Fund5 Summer Fair- 2020 includtng retumed deposits Santa's Slel8h Easter Eggs 165 11651 2,037 442 2.037 442 Totals 2,479 165 2.314 Note 3. Communtty Service outin85 and events Milea8enravel Fish and Chips Sundry equipment repairs Postage, stationery. a¢fvertisin& copying etc. Depreciatson Insurance Email domain Ltrcen￿ - PRSIPPL Adverti￿n& 2554 62 3.481 2.554 62 1.393 215 215 ' rotals'- 6,625 4.404 Note 4. Slei8h repairs Slei8h insurance Sleigh Fuel Trustees were only rn1M￿r$ed fly spÈcrfK charitable expenses- no other e¥penses were paid in this year and last. EASINGWOLD DISTrICT UONS CLUB DIRECT CHARITA8iE EXPEMDITURE For the ar ended 30 June Z021 Note & Olre¢l Charilable Expendltu Yl)C RidlnB for the Di5abted Friends of Sutton School Stillington Defibrilator Poppy Appeal Friends of Cancer Researth Marle Curie Daffodil Fund E￿n￿￿OId Stouts C021E Guldes Gardening projert Guides rent LIC Disaster Appeal Si8htsavers 250. 3C(J. 250.rA) 250. 21J). 365. I,2￿. i.cw.(M) 250.(M) io li 12 13 Total 5.415.00 EASINGWOLD DISTRICT LIONS CLUB t40TES TO ThE ACCOUP4TS Forthe r ended 30June 2021 Note 7. Taniible Auets at l July 2020 95 5.550 8,631 Additions Olsposals Scrapped Items at 30June 2021 5.550 8.631 DEPRECIATION at l Juty 2020 95 2.525 L271 3ml Charge for the year Scrapped items 170 45 215 at 30 June 2021 95 1.316 4,106 NET BOOK VALUE At 30 June 2021 2￿55 L670 4,525 At 30 June 2020 3.025 1.715 4.740 Note The rate of depreciatlon d￿rge is based on the treasurerfs estimate of the useful life of the assets. No item5 were sold or disposed of in the year. LIONS CLUB INTERNATIONAL PURPOSES To create and foster a spirit of understanding among the peoples ofthe world. To promote the principles of 8ood 8overnment and 8ood crtizenship. To take an active interest in civic. cultural, social and moral welfare of the community. To unite the clubs in the bonds of friendship, good fellowship and mutual understandin8. To provide a forum for the open discussion of all matters of public interest; provided, however. that partisan politic5 and sectarian religion shall not be debated by club members. To encourage service-minded people to serve their communitywithout personal financial reward, and to encoura8e efficiency and promote high ethical standards in commerce, industry, professions, public works and private endeavours. MISSION STATEMENT To create and foster a spirit of understanding among all people for humanitarian needs by providing voluntary services through community involvement and international cooperation. LIONS Code of Ethics To show my faith in the worthiness of mFvocation Iw lffdustrious.applicatiorf tothe. end that I may merit a reputation for quality of service. To seek success and to demand all fair remuneration or profit as my lust due, but to accept no profit or success at the price of my own self-fespect lost because of unfair advantage taken or because of questionable acts on my part. To remember that in building up in my business it is not necessary to tear down another's: to be loyal to my client5 or customers and true to myself. Whenever a doubt arises as to the right or ethics of my position or artlon towards others, to resolve such doubt against myself. To hold friendship as an end and not a means. To hold that true friendship exists not on account of the service performed by one to another, but that true friendshlp demands nothin8 but accept5 service in the spirit in which it IS given. Always bear In mind my obligation5 a5 a citizen to my nation. my state and my community, and to give them my unswenrfing loyalty in word, act and deed. To 8ive them freely of my time, labour and means. To aid others by givln8 my sympathy to those in distress, my aid to the weak and my substance to the needy. To be careful with my criticism and liberal with my praise; to build up and not destroy.