Sevenoaks Lions Club (CIO) Report and Financial Statements th Year ended 30 June 2021 Charity no: 1178738
Sevenoaks Lions Club (CIO) th Year ended 30 June 2021 Trustee5 John Law Chair of Trustees Oliver Reeve, Iresigned l July 20211 Roger Hope, Treasurer Alan Cattemole, Secretary Alan Walter Jon Austin Barry Wheeler lappointed I" July 2021) Principal Office 19 Sherenden Park. Golden Green. Tonbridge TNII OLQ Charity Number 1178738 Bankers Natwest 67 High Street, Sevenoaks. TN13 ILA Report of the Trustees for the year ended * June 2021 The trustees present their annual report and financial statements for Sevenoaks Lions Club ICIOI for the year ended 30 June 2021. The financial statements have been prepared on a receipts and payments basis lin accordance with s133 Charities Att 20111 and comply with the Charitws Constitution and the Charities Act 2011. Structure and Governan Sevenoaks Lions Club ICIOI was incorporated on 12 June 2018. The initial Trustees appointed were Brian Alger, Alan Cattermole. Liz Brown, Alan Walter, Jon Austin and Oliver Reeve. With effect Irom I" July 2018 the CIO acquired the assets and obligations of the Sevenoaks Lions Club Charitable Trust {registered number 2918361 and those of the Sevenoaks Lions Club lan unincorporated organisationl-
Sevenoaks Lions Club (CIO) Year ended 30 June 2021 The constitution of the Sevenoaks Lions Club {CIO} requires the appointment of a minimum of 3 Trustees (with a maximum of 121. Under the CIO by-laws adopted by the members those elected to the Offices of President. Secretary. Treasurer. I" Vice President. Chaimian of Welfare and Chairman of Fund Raising are de facto Trustees and act for a term of l year. Trustees meet monthly to consider and approve recommendations made by the members. Objectives and activities for the public benefit Our constitution provides that our object¥ves are exclusively charltable in England and Wales, including in particular: the Advancement of citizenship by Promoting the principles of good citizenship; Encouraging members of the CIO to take an active interest in the civic. cultural. social and moral welfare of the community; Providing a forum for the open discussion of all matters of public interest,- provided that partisan politics and sectarian religion shall r)ot be debated by members; Encouraging service minded people to serve their communtty without personal reward and encouraging the promotion of high ethical standards in commerce, industry, professions, public works and private endeavours- Supporting youth to develop their skills, capactties and capabilities to enable them to participate in society as mature and responsible individuals. promoting the Voluntary Sertor for the public benefft by associating with local authoTtties in a common effort to advance education and provide facilities in the interests of social welfare for recreation or other leisure time occupation to improve the conditions of life of people in local, national and international communities- promoting volunteerin& the relief of poverty and the relief of those in need in particular by providing humanitarian aid and disaster relief- the advancernent of health or the saving of lives by preventing avoidable blindness, assisting disabled people to lead independent lives or helping prevent or manage health issues: promoting for the benefrt of the public the consetV3tion. protection and improvement of the physical and natural environment: andlor promoting communtty participation in healthy recreation.
Sevenoaks Lions Club (CIO) Year ended 30 June 2021 Ih During the year ended 30 June 2021 and despite the continuing negative impact of the Coronavirus Epidemic we have continued to help those in need where we can. Children and Young People During the lockdown restrictions many children were 3t home with IFttle to do. We fi]nded the provision of Craft boxes to help children do something creative. We also supported Edenbridge School with their events overthe Christmas period and provided a reconditioned laptop to a local child. We also paid for driving lessons for a young adult carer. The Elderly The impact of the Coronavirus epidemic significantly curtailed much of the help we have traditionally supplied to the Elderly-for example local trip5. Old Time Music Hall Concert and a holiday trip for a local couple. However, we did provide a mobility 5COOter for one resident and a number of jigsaws for the local Care Home& People with Disabilities During the pandemic we have been able to support local organisations including Sevenoaks ASD, Valence School and Right Mind. We were also able to supply one local resident with a range of accessories for their wheelchair. Other Charities and Voluntary Bodies We have continued to support local organisation Friends for Families who do wonderful workwith local families in need. We have also supported the local Womens Refuge and Porchlight who look after the local homeless. We also made a donation to Scotties Little Soldiers that supports children who have lost a parent in the arnied forces. General Public We are able to help many families directly referred to us by Social Services, whether it is from providing carpeting. fvrntture or white goods. We have supported the Sevenoaks Larder foodbank. We provided food hampers for 150 families at Christmas and made a donation to the Lions Lebanon appeal.
Sevenoaks Lions Club (CIO) Year ended 30 June 2021 Grant making policy Under the terms of the Clubs, Constitution, Trustees apply funds at their discretion following recommendation by the members, making grants where they believe that their contribution will make a real difference. We can only make grants in furtherance of our charitable objectives. l. Priorities for Support The number of applications that can be supported is, of necessity, limited to the amount of funds available for distribution in any one year. The Trustees have determined that the priorities for funding will be: subject to other elements of the Trustees grant-making policy, no restrirtions are imposed on the purpose forwhich a grant may be made- consequently. applications for support towards capital projects. other projects or core costs are considered.- as there are numerous Lions Clubs in the UK, applications from Sevenoaks District Area and surrounding districts are generally given a priority. with those in the county of Kent also being considered. Trustees 3150 consider international funding requests referred to them and by the Lions International organisation.- candidates for support and/or grants are all considered on their own merits. following investigation by the Welfare Committee. However. given that most of the available fund5 are raised within the local community. those candidates that are local are given special consideration. Using the former as a guiding prinaple the following are examples of areas adopted for support.. Local charities- youth groups. groups working With the elderly, residential and nursing home5. individual appeals,. Youth and children's organi5ations- sport related groups or individuals, scouting and guiding, youth club artivities. young people undertaking overseas assignments: Community facilities- relief of hardship for individuals and familie5, village hall projects, community group initiatives.
Sevenoaks Lions Club {ClO) th Year ended 30 June 2021 The above priorities in this poliry will be rewewed everyyear lor more often if deemed appropriate by the Trustees), and may be changed in accordance wtth the Trustees. view of the most effective application of available funds at any point in time. 2. Principles In awarding grants the Trustees will apply the following principles: Trustees will not normally support applications from large national charities (unless it is from and for the local branch use} or charities dedicated to issues deemed by the Trustees to be already well funded- Trustees will work with other organisations to fund initiatives beyond the financial scope of a single organisation; all applications from previou5 recipients of grants or from previously unsuccessful applicants will be considered by Trustees on their own merits. Although Trustees will have regard to the outcome of the previous grant, any new application will not receive preferential or adverse consideration. 3. Exclusions The Trustees will not nornially approve the use of funds for. medical research projects of international, national or locally based charities; purposes for which govemment has a statutory responsibility to provide. Risk and Reserves Pollcy As the CIO does not own any property nor does it employ any staff exposure to risk 15 relatively low. The Trustees are covered to the level of £5million by the Trustees Indemnity element of the Lions Multiple District Insurance Policy. The CIO has 3 risk management policy in place and in particular a risk assessment is undertaken for every fund-raising event.
Sevenoaks Lions Club (CIO) Year ended 30 June 2021 The CIO seeks to dispense grants and donations each year based on available funds. However, as the income of the CIO is primarily from a number of fund-raising events some of which require significant upfront expenditure the Trustees maintain sufFicient Reserves to meet these costs and to ensure thatthe flow of grants to organisations can be met in the short term. Financial review The main source of income for the CIO is from the variousfund-raising acttvities tt puts on during the year. As a result of the restrictions during the Pandemic we were unable to undertake our usual fund- raising activities a small deficit was incurred in respect of future events of £2,735 Inote 21 during the year when added to donations received of £5,302 gave a total net income of £2,567 available for charFtable and governance costs. During the year Grants totalling £ 15,244 {note l) were made and commitments for a further £2,300 made by the Trustees. Governance costs are kept to a minimum and Members make donations to mitigate the necessary costs. No member or Trustee of the CIO receives any remuneration. John Law Alan Cattermole Roger Hope Trustee Trustee Trustee
Sevenoaks Lions Club (CIOI Receipts and Payments Account th Year ended 30 June2021 Notes Unrestricted Restricted Funds Funds Volunteer Social Fund Totsl Total 2021 2020 RECEIPTS Grants and Donations Donations Member5 Fundraising Events 2.393 2,393 13.706 2,909 3,202 1790 65 354 7.092 82.262 1449 10 351 7.092 Members Contributions Total Receipts PAYMENTS Cost of Generating Funds Fundraising Events 4,525 4,525 37.471 Charitsble activities Donations and Grant5 15.244 15.244 53.060 Volunteers activities 1,009 8.614 Governance costs 2.213 2,213 2.918 Asset purchases Total Payments 155 155 7 116 231461 17 Net Receipts/{Paymentsl {15.045} 114,6051116,5661 Fund balances at l July 496 55 593 72 159 Fund balances at W June
Sevenoaks Lions Club (CIO) Statement of Assets and Liabilities th Year ended 30 June 2021 Notss Unrestrfcted Restritted Fund5 Funds Mernbers Social Fund Totsl Z020 Cash Funds Natwest Bank and Cash 988 Other Monetary Ats Owed by Members Assets Retained for Charirf5 (hvn Use Fund Orlglnal Cost Current Value Vehicle and Trailer Fund Rai5in8 Equipment Computer Unrestricted 7,81K) Unrestricted 10,(KJ) Unrestricted 450 5.500
Sevenoaks Lions Club (CIO) th Year ended 30 June 2021 Note l - Charity Expenditure Children and Young People Edenbridge School Craft Boxe5 for Families during Pandemic Laptop for Child Driving lessons for young adult 21X) 1,621 240 576 The Elderly Mobility Scooter Jigsaws for Care Homes 549 561 Disabilities Sevenoaks ASD Valence School Wheelchair Accessories Right Mind 275 648 250 Other Charities and Voluntary IxKties Womens Refuge Porchlight Friends for Familie5 Scotties Ltttle Soldiers 542 1,2QX) General Public Sevenoaks Larder Mattress for Family Christmas Hamper5 Lions Lebanon Appeal Sundry other projerts under£250each Total Expenditure 259 1.952 500 871 15.244 io
Sevenoaks Lions Club {ClO) th Year ended 30 June2021 Note 2- Fund Raising Artivities Income Expenditure Net Heavy Horse Show 2021 740 1,722 19821 Beer on the Vine 2021 1.634 {1,6341 Galaxy 1.169 11.1691 Sundry Totals Fund Raising 1.790 4525 (2,735) Capital Purchase 155 11551 Total In addition donations were received of £2.393. Members donationslincluding Gift Aid) for the year totalled £2,909. Note 3- Volunteers Social Fund The volunteer members of the CIO hold a number of social events including a twinning arrangement with the Lion5 Club of Hofgeismar in Germany. In order to ensure the cost of these events do not affect the Charity's funds the members pay for direct costs. run regular raffles and a I) Club amongst themselves to generate funds forthis purpose. li
Sevenoaks Lions aub (ao) Year ended 30" June2021 Independent Examiners Report Report to the Trustees and Mernbe of Sevenoaks Lions Club (CIO) Iregtstered charity number 1178738) on the accounts for the year ded 3 June 2021 set out on pages 1-11. I report to the trustees on my examination of the accounts of the above charity for the year ended on 30 June 2021. As the chaftty trustees of the CIO you are reSnSIble for the preparation of the accounts in accordance with the requiiements of the Charitie5 Art 2011 ("the A). I report in respect of my examination of the cilys accounts carried out under section 145 of the 2011 Art and in carrying out my examination, I have followed the applicable DIrectn$ given by the Charity Commission under stIon 145(5)Ibl of the Art. I have completed my examination. I confirm th3t no material matters have come to my ttention in connection with the examination which gives me cause to believe, in any material respect: Accounting records were not kept in accordance with Section 130 of the Act or The accounts do not accord with the accounting records. Christopher Dent 20 November 2021 The Old khool House Oxenhoath Road Hadlow Tonbrid8e Kent TNII 955 12