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2023-06-30-accounts

CHARITY COMMISSION FOR ENGLAND AND WALES

Trustees' annual report for the period

' ' Period start date I ol I I OI/ I 21 2 I Period end date I 3 I D I O I 1 I2 I 3 I charity namelM1 AJ>-d)1STR.lU---L lo>J'j CLv_fs ( c l'D) I Cha(i t y) ~~I l~~ I I I7 j8 I ) I O_ 141

Objectives and Activities

Objectives
and
Activities
SORP
reference
Summary of the purposes of the
charity as set out in its governing
document
Para1.17 ~~..s~~0~~f'P~~
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Summary of the main
activitiesin relation to those
purposes forthe public benefit,
in particular,the activities,
projects or services
identified in·the accounts.
Para 1.17 and
1.19
Statement confirming whether the
trustees have had regard to the
guidance issued by the Charity
Commission onpublic benefit
Para1.18 !"

Additional information (optional)

You may choose to include further statements where relevant about:

SORP
reference
Policy on grant making Para1.38
Policy on social investment including
program related investment
Para1.38
Contribution made by volunteers Para 1.38
other

Charity Accounts templates - Trustees' annual report for the period

October 2016

2 of

Achievements and Performance

~~SORP~~

reference

~~SORP~~
reference
~~Summary of the main achievements Para 1.20~~ w-e V{;U °'
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of the charity, identifying the
difference the charity's work has
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made to the circumstances of its h1--l-f upiw::s\fv'>ve:·- V1U. VIAr,
beneficiaries and any wider benefits
to society as a whole.
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Additional information (optional)

You may choose to include further statements where relevant about:

. SORP
reference
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

Charity Accounts templates - Trustees' annual report for the period

October 2016

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Financial Review

Financial
Review
SORP
reference
Review of the charity's financial Para1.21
position at the end of theperiod
Statement explaining the policy for
holding reservesstatingwhy they
Para1.22 'v-..h..
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Amount of reserves held Para1.22 fsso
Reasons for holding zero reserves Para 1.22
Details of fund materially in deficit Para1.24
Explanation of any Para1.23
uncertaintiesabout the charity
~~continuing asa~~

Additional information (optional)

You may choose to include further statements where relevant about:

SORP
reference
~~.~~
The charity's principal sources of
funds (including any fundraising)
Para1.47
Investment policy and objectives
including any social investment
policyadopted
Para1.46
A description oftheprincipal risks
facingthecharity
Para1.46
Other

October 2016

Charity Accounts templates - Trustees' annual report for the period

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Structure, Governance and Management

Description of charity's trusts: SORP
reference
Type of governing document
(trust deed, royal charter)
Para1.25 --rtvsr-
-Dl;.6.D
How isthecharity constituted?
(e.gunincorporated association, CIO)
Para 1.25 Cl'l)
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
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Additional information (optional)

You may choose to include further statements where relevant about:

SORP
reference
Policies and procedures adopted for
the induction and training of trustees
Para 1.51 ~~,,~~
..
The charity's organisational structure
and any wider network with which
the charityworks
Para 1.51 WE- -AR..E P-.N
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Relationship with any related parties Para 1.51
Other

October 2016

Charity Accounts templates - Trustees' annual report for the period

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Reference and Administrative details

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(Ct )
llA ING.HGA.D t1.t>,Sff-\Dr l.Jv,Js C:Lv
(Ct )
Other name the charity uses
Registered charity number lf·78"/D_4-_
Charity's principal address \
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Names of the charity trustees who manage the charity
Trustee name
Office (ifany)
Datesactedif not for
whole year
Name of person (or
body) entitled to appoint
trustee(ifany)
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October 2016

Charity Accounts templates - Trustees' annual report for the period

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(cont)

Reference and Administrative details

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for
wholeyear
.
\
~~·~~
~~,~~

October 2016

Charity Accounts templates - Trustees' annual report for the period

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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)

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

October 2016

Charity Accounts templates - Trustees' annual report for the period

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Declarations

The trustees declare that they have approved the trustees' report above.

Signed on behalf of the charity's trustees

Signature(s) J ·1l (Qt)

Full name(s) .:rl\ H-61.f-tJ _[Jv"'O-f> b-{ Position (eg Sec etary I , ~~_T (L~~ I Chau, etc) L. J Date .2., . 2.,O '2.., 4-

I

October 2016

Charity Accounts templates - Trustees' annual report for the period

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiller's Report Report to the truslo members of l + J 3iJ-,CILf LILK._ Ll On accounts for tho yoar ended Charity no (rf any) 117Qii4 Sot out on pages I rewrt to the trustees my examination of the a(xx)unts of the atyove charity (Ihe Trusf) fr)r the year erKled Responslbllilies and As Ihe charity trustees of the TrusL you are responsib18 ts the preparation basis of report of the accounts in aC(X￿lanc the ￿uireMents of the Charities AL 2011 fthe kf). I report in restd of my examination of the Trusfs aco)unts carrted out under section 145 of the 2011 Act 2fKI in carying out my examination. I have followed the applicable Directions given by the Charity Commissbn under section 145(5Xb) of the Ad. I have cl￿p￿d my examina11￿. I cL¥ffirm that no maknial matters have come to my attenlion ( ) in cOnn￿li0n wkth the examinaticrti whith grrfes me ￿use to believe that in. any materk81 Independent examinerfs statement a(uJunting records were not kept ￿ accordance ith section 13) of theAd I have no I￿)r￿nS arKI have ￿me a(wss no oth8r matters in cDnnection th Ihe examination to thich attentM)n should be drawn in order to enable a proper understanding of the accounts to be reached. . ￿ease delete the in the brackets rfthey (*) not apply. Signéd: Its.6 2L Name: L) Ui T H NlortTohl Relevant professional qualificalion(s) or body (rf any): Address: hlT -<AI IER October 2018

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MINEHEAD AND DISTRICT LIONS CLUB (CIO) ACCOUNTS FOR JULY 1ST 2022- JUNE 30TH 2023 ADMINISTRATION ACCOUNT INCOME SUBSCRIPTIONS 1359 GI￿AID SOCIAL EVENTS 1241 OTHER 91 TOTAL 2691 EXPENDITURE DUES 1281 SOCIAL EVENTS 1309 OTHER 120 TOTAL 2710 NET MOVEMENT IN FUNDS -19 FUNDS BOUGHT FORWARD 626 TOTAL FUNDS CARRIED FORWARD 607

MINEHEAD AND DISTRICT LIONS CLUB (CIO) ACCOUNTS FOR JULY 1ST 2022- JUNE 30TH 2023 ACTIVITIES ACCOUNT INCOME DONATIONS FUND RAISING 3592 GI￿ AID OTHER 73 TOTAL 3665 EXPENDITURE FUND RAISING 497 FUND RAISING SURPLUS TRANSFER TO CHARITY 5000 OTHER 111 TOTAL 5608 NET MOVEME￿ IN FUNDS 3057 FUNDS BOUGHT FORWARD 2410 TOTAL FUNDS CARRIED FORWARD 467

MINEHEAD AND DISTRICT LIONS CLUB (CIO) ACCOUNTS FOR JULY 1ST 2022- JUNE 30TH 2023 CHARITY ACCOUNT INCOME DONATIONS FUND RAISING SURPLUS TRANSFER 5000 GIFT AID OTHER TOTAL 5000 EXPENDITURE CHARITABLE DO￿TIONs 4258 TOTAL 4258 NET MOVEMENTS IN FUNDS 742 FUNDS BOUGHT FORWARD 704 TOTAL FUNDS CARRIED FORWARD 1446