Trustees. Annual Report for the period Period start date Period end date July June From Section A Reference and administration details Charity name Thornbury Lions Club CIO Other names charity is known by NIA Reglstered charity number lif any) 1178598 19 Paddock Gardens Alveston Bristol Postcode BS35 3LF Names of the charity trustees who manage the charity Datss actsd If not for whole ear Trustee name oiri¢e {if anyl Name ol person lor body) entltled oint tnjstee ifan Peter Fish Chair Thornbury Lions Club CIO Thornbury Lions Club CIO Thornbury Lions Club CIO Thornbury Lions Club CIO Thornbury Lions Club CIO Thornbury Lions Club CIO Thornbury Lions Club CIO Christopher Phillips Terry Hunt Colin Evans Treasurer Secretary Richard Shorey Derrick Hildersley Keith Townsend 10 12 13 14 15 16 17 18 19 20 Names of the trustees for the charity, if any, Ifor example, any custodian trustees Name Dates acted if not for whole ear
Names and addresses of advisers (Optional infonnation) of adviser Name Addms Name of chief executive or names of senior staff members (Optional inforniation} Section B Structure, overnance and management Description of tho charity's trusts Constitution Typ8 of goveming document ',IUbl 15 Qfi5[ITL. How the charity is constituted cio Trusi assoriaEion. copi Trustee selection methods Officers by virtue their roles as officers of the CIO. The MainIng Trustees elected by the members. 55n aDD91nTeu Dii. eiect.ao Di Additional governance issues (Optional infomiation) You may choose to include additional information, where relevant, al)out'. policies and procedures adopted for the induction and training of trustees.. the charity's organisational structure and any wider network wth which the charity Vrks., relationship with any related parties., trustees, consideration of major risks and the system and ProdureS to manage them. The Trustees port monthly to the members of the CIO. The Trustees and members re1ve regular updates on the income and expenditure, but are fully aware of the need to consider the necessity of complying with the terms of the lease, which was renewed in February 2022, under which the CIO occupies the shop in the local shopping centre, and the financial implications arising from it. Section C Objectives and activities The objects of the CIO are - such purposes as are exclusively Charitable including promoting the principle of good citizenship, the Voluntary Sector, and Volunteering, the relief of poverty, the advancement of health, or the saving of lives for the disadvanlaged, conservation protection, the improvement of Ihe natural environment, and community participation in healthy recreation Summary of the objects of the charity set out In Its governing document
The CIO will apply funds by making grants where it is believed the contribution will make a real difference in accordance with the Charivs charitable obj-ects. Each grant is considered on its own merits in accordance with the Grant Making policy approved by members, and by the Charity Commission e.g. Local charities. Youth and Children's organisations, and community support. Due regard is taken of the advice from the Charity Commission. Summary of the main activities undertaken for the public benefit in relation to thesè objects (include within this section the ststutory declaration that trustees have had regard to the guldance issued by the Charity Commission on public benefit Additional details of objectives and activities {Optional inforniation} You may choose to include further statements, where relevant, about.. policy on grantmaking., policy programme related investment., Contribution made by volunteers. 1) See above on the Grant Making policy. 2) Volunteers continued to make a valuable contribution to the major fundraising activities of the Charity-
Section D Achievements and performance Summary of the main achievements of the charity during the year The Trustees ensured that the income stream was maintained, and expenditure controlled, so that sound financial oversight can be assured to meet its objedives. income has gradually increased and the Tnjstees were able to make donations during the current year. Appropriate monitored expenditure was continued to bè applied to meet the Trust's legal obligations under its lease., During the year, the CIO was able to give help and assistan to Youth and Children's projects. Community & Environmental initiatives including local schools, and to the Elderly & Vulnerable. Support was also given to the Lions Clubs Intemational schemes to assist those who had SLrffered from disasters both in the UK and elsewhere.
Section E Financial review The Trustees regularly report to members on the accounts and recognised and agreed that a reserve of £20,000 should be set aside, and reviewed regularly to meet any obligations under the lease of the premises occupied for the main fundraising activity, and other legal commitments.. Brief statement of the charity's policy on roserves Detalls of any funds materially in deficit None Further financial review details (Optional inforniation You may choose to include additional infomiation, where relevant about: The Charbty occupies leasehold shop premises, and specialises in pre used books. The books are don*ed, and the income is derived from financial donations for any books which are disposed of. the charity's principal sources of funds (including any fundraising)- how expenditure has supported the key objectives of the charity-, Investment policy and objectives including any ethical investment policy adopted. Section F Other optional information Section G Declaration The trustees declare that they have approvod the trustees, report above. Signed on behalf of the charity's trustees Signature($) Full namels) TeryG Secreta rge Hunt Date 10th October 2024
CHARITY COMMISSION FOR ENGLAND AND WALES Thombury Lion$ Club CJO 1178598 Receipts and payments accounts (CIO Charity) | CC16a For the perfod To 01107r2023 Section A Receipts and payments Unrestricted nds to Ihenearest i R8strlctsd funds Endowment funds tothe nearest£ Totsl funds Last year to the nearpjt £ the nearest£ Al R•e•ipts 03,144 53,144 FundtsIn9 SUP GiftAid Sundry lpts S31 Sub total(Gross income forARJ 54412 58.412 fj1.toy A2 Asset and Investment sale6, 1¥ge tsblel. Sub totsl Total r8ceipts 58A12 58A12 51.107 'A3 Payments t)onabon5 made Fundralslngexpenses Sundry expenses 36,T80 23,632 551 36,780 23,632 551 27.712 31,029 432 Sub total 60.963 60,963 59.173 A4 Asset and inve5trnent purehas•s, Is•& tsblel Sub total 60.963 60,963 59,173 Net of recwpts/(paymentsJ . 'AS Trdnsf•rs b8lw88n funds A6 Cash funds last yèar ènd Cash funds this yearend 2.$51 2,&51 8,066 51.693 49,141 51.693 49.141 59.758 51.693 CCXX Rl aUnIS {SSI 2711112024
Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nwots1£ Restrictsd funds Endowment funds Categorles Detatls B1 Cash funds ar]kwJxutrt ICIOChAyl 49.141 Total cèsh funds 49.141 {wJ¥• bsKqnoskn re£dpisqnOp¥MS a(xxKvrflsl) Unre8tri¢tsd funds Rgstri¢ted fund¥ Endowment funds Details to ne•restÉ to nearESt£ to nearest É B2 Oiher monetary assets Rent£krositthed 22SO pdtycash FuThl towhlch a55et bElongs CuThent value {OpOal} Detsil$ ¢lt0P0[Tr4I ' 83 Invgstmgnt assets Furtl tohs¢h 8st•t Wongs Detsils Cr*tloWono11 Cuwrent valu& loptiott•ll B4Assgts retsingd forth8 charity's own use Fdt0 wtilch ILAbllty rnjatgs Amourrt due loptt4M•II When due iopuon•ll Detsils BS Liabiliti8S Skjned by one wtwo Irtee$ M behaff ol all the tW5tees SKJll8lure Print Nam Date of approval C J PHILLIPS 1Y12Q4 CCXX R2 accounts ISSI 2711112024
CHARITY COMMISSION FOR ENGLAND AND WALES Tknrnbury Lion5 Club CIO 1178598 Receipts and payments accounts (Admin) Forthe period from CC16a 0110712023 30AWd024 Section A Receipts and payments Unrestricted funds tothe t)ea¥est Endowment funds tothe nearB¥t£ Restricted f4Fnds Total funds La5tyear tothe nearest É to th• ntrarest£ tothe n¢arest£ .'A1 Receipts Member's payments Forclub admin (x)sts 1,299 113 1.727 113 144 1J39 Towards clubsotsal events sdry r•*ts Sub total(Gross incolne forARJ 3.139 3.139 A2 Asset and investmènt sales, (see tsblel. Sub total 1139 1139 'A3 Flayments re4 to dkthd. MO and Interna31 Club adfflin ct61$ Cluf>swal events co8ts (x)sts 1.367 1,519 387 1,619 387 1.330 130 Sub total 3228 3.070 A4 Asset an(1 invesb))ent purcha88s. Is8e tsbl81 Sub total 3,228 3,228 3.070 Net of reCeipt(payments) - A5 Transfers between funds A6 Cash fuMd8 lostyear end Cash funds this year end 90 90 2,553 2,463 2,575 2.S53 2,463 CCXX R1 accounts {SSI 2711112024
Section B Statement of assets and liabilities at the end of the period Unrestrict8d funds to •o•rnst£ Rostriclod funds Endowment funds ton8•roSt£ Categorles D•tails to rwoSt£ B1 Cash funds aouwni (Admin) Totsl cash funds 2,463 iaDre b£loncsilh rece)Payts 7¥JA6}I Unwtricted funds Restricted fvnds. Endowment funds Details to rareSt £ to neareBtÉ to nearest£ B2 Other moneLiry assets . FurKltowhlGh asset belongs CctloptionalTr CurTentv#luo lopt4onall Details Fund to wNch asset belongs Details CostlryUonall lopllonall B4 Assets retained for the charity's own use Fvn(i towhkh relates Amouiltduo lowonall Details loptsonall BS Liabllitles Signed by one or two tftjstees M b8haff of all the ttustees SwJnature Print Name Data of apprtsval C J PHILLIPS 12112r24 CCXX R2 accounts (SS) 2711112024
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trustee members of Thombury Lions Club CIO On accounts for the year ended 30th June 2024 Charity no (If any) 1178598 Sat out on pages I report to the trustees on my examination of the accounts of the above charity ('the Trust") for the year ended 3010612023 Responslbilities and As the charity twstees of the Twst, you are responsible for the preparation basis of report of the accounts in accordanc* with the requirements of the Charities Act 2011 ('the Acr). I report in resped of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145{5){b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention in connection wth the examination which gives me cause to believe that in, any material respect.. accounting re¢ords Vre not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent •xaminorf8 statement I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed: Date: Name: Zoe Caroline Gilbraith Relevant professional qualifJcation{s) or body {if any): ILFM Legal Accounts Diploma with over 25 years of dealing with Legal Accounting Practices within a Solicrtors Fimi Address: 77 St Davids Rd Thombury Bristol BS35 2JL IER October 2018
Section B Disclosure Only complete rf the examiner needs to highlight matters of conrn (see CC32, Independent examination of charity accounts.. directions and guidano for examiners). Givo here brief detslls of any Items that the examiner wishes to disclose. IER October 2018