30/06/2023 ## **Trustees’ Annual Report for the period 2022 - 2023** **From Period start date:** 01/07/2022 **To Period end date:** **Charity name:** Castleford and Pontefract District Lions Club **Charity registration number:** 1179659 ## **Objectives and Activities** ||SORP
reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|1.
Advancement of citizenship
2.
Promoting the voluntary sector for the public
benefit
3.
Promoting volunteering
4.
The relief of poverty and the relief of those in
need
5.
Providing humanitarian aid and disaster relief
6.
The advancement of health or the saving of
lives
7.
Promoting for the benefit of the public the
conservation protection and improvement of
the physical and natural environment
8.
Promoting community participation in health
recreation| |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|These are some of the activities/services that
our club and our members have undertaken
during the year:
Local gala’s and events – members have
attended and provided fundraising
activities/games for adults and children to
participate in.
Annual Food Tasting – Members provide a panel
of judges in return for a monetary donation.
Santa’s Grotto – provision of a Santa’s Grotto at
Pontefract Xmas Lights switch on and
throughout December in local shopping centre.
**Advancement of Citizenship**
We believe that strong and inclusive community
groups are vital and we have forged strong links
with the local council, community and youth
groups.| **Promoting Volunteering.** All our members are volunteers in that we make donations to Lions Clubs International to cover our administration costs. We believe every penny we raise should count towards fulfilling our objectives. Promoting volunteering is essential to our wellbeing and to achieve the maximum public benefit. We encourage our community groups to volunteer with us so that we can achieve more. We attend the Pontefract Community Showcase, promoting our community service activities and ways in which members of the public could get involved through volunteering. **Relief of Poverty/Those in Need** . We provided filled shoe boxes to a local community kitchen Our members supported the British Legion by selling Poppies and other merchandise at local supermarkets. Our volunteers regularly give their time to support local food banks and community kitchen to help provide food to those in need We provided a donation to purchase 20 sports shirts to Able 2. Turkey Disaster Appeal – members did bucket collections in the local shopping centre, collection monies to send the Lions on the ground in Turkey following the Earthquakes in the country. **The advancement of health or the saving of lives.** We raised funds for the Prince of Wales Hospice and we supplied Message in the Bottles free of charge to the elderly and people with health conditions so their health needs would be available to emergency services if they collapsed at home. We provide emergency toilet packs to the hospital for patients that are brought into hospital without warning. We provided Dummies for the Childrens Ward at Mid Yorkshire Hospitals Trust We made donations to Martin House Children’s Hospice towards a sensory garden, to the Air Ambulance and to Candlelighters Children’s Cancer We recycle spectacles, hearing aids and ring pulls to send abroad for underprivileged countries. |||**Promoting the conservation protection and**
**improvement of the physical and natural**
**environment**. We are an active member of
Pontefract in Bloom and sponsor a number of
the Town Centre Flower Troughs planting them
twice a year and maintaining them throughout
the year.
Members have taken part in litter picking in local
green spaces.
We purchased Hi-Viz Jackets for Raptor Kids to
wear when they do their regular litter picks.
We act as a collection point for the recycling of
Tablet blister packs, plastic bottle tops, stamps,
ink cartridges to encourage people to recycle
rather than allow these items to go to landfill
**Promoting community participation in**
**healthy recreation.**
We supplied an activity for the Lions Disabled
Sports Day, which attracts people with
Disabilities to take part in various sporting
activities and competitions.
We provided a grant to the Guides to purchase
“Merit” Badges, which were to be used as
recognition of their achievements.
We organized the Pontefract Lantern Festival,
which involved delivering 18 workshops in the
community to enable young people and families
to create Lanterns which they then used when
walking in the lantern parade through the town
centre. The event was attended by
approximately 3000 people.
Members support other local Lions Clubs by
providing marshals at their annual bike ride.| |---|---|---| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|All trustees have been trained and provided with
guidance in terms of their responsibilities| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||
SORP
reference|| |---|---|---| |Policy on grant making|Para 1.38|The charity has a grant making policy for
determining distribution of funds raised| |Policy on social investment
including program related|Para 1.38|N/A| |investment||| |---|---|---| |Contribution made by
volunteers|Para 1.38|The charity is reliant on the work of its volunteers
and could not function without their dedication
and support| |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 activities highlighted above against our
constitution have made a substantial difference
to the lives of many people less fortunate and
improved the health and well-being and vitality of
our villages. The selfless service provided by our
members has stimulated volunteers to help with
our activities and take more active roles in
improving society as a whole.
Our main achievements were:

Santa’s Grotto’s – Volunteers ran their
popular Grotto and saw around 400 children
at a local shopping centre and Town Hall
raising funds for local charities

Booze Baskets raffle was held in a local pub
raising money for Prince of Wales Hospice.

Message In A Bottle – we have provided the
bottles to members of the public, a doctors
surgery in the area and the ambulance
service. These bottles are helping to save
lives of the elderly or individuals with health
conditions

Turkey Earthquake Appeal – raised £2538
through bucket collections which was sent to
Lions Clubs in Turkey to help them support
the survivors of the Earthquake, with
emergency supplies and shelter in the
immediate few weeks following the disaster

Lantern Festival attracted approximately
3000 people from the local area, who came
together to created lanterns using materials
supplied by the Lions and taking part in an
evening parade through the town centre,
ending with entertainment in the Valley
Gardens. The Lantern Festival provides an
opportunity for people to come along, get
involved in a community event, and learn
craft making skills. The event attracts young
people and families and provides them with
free entertainment, encourages healthy
activity and an opportunity to learn new skills
and develop their creative skills.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|The club has endeavoured to continue to meet
its objectives| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|N/A| |Investment performance
against objectives|Para 1.41|N/A| |Other||N/A| ## **Financial Review** |Review of the charity’s
financial position at the end
of the period|Para 1.21|The charity is in good standing with £8449
available to fund charitable causes. This is
considered to be a reasonable balance to cover
cashflow variances and to give the club the
capability to make donations as the need arise.| |---|---|---| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The charity has agreed to hold a reserve in the
activities fund to enable a donation to be made
should one be received. A reserve is also to be
held in the accounts to enable the charity to fund
the annual Lantern Festival| |Amount of reserves held|Para 1.22|£500 for donations
£2000 for Lantern Festival| |Reasons for holding zero
reserves|Para 1.22|N/A| |Details of fund materially in
deficit|Para 1.24|N/A| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|Nil at this date. However, the CIO requires
sufficient members to carry out its objectives and
all reasonable steps are taken to attract new
members to at least replace those expected to
leave| ## **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|Fundraising activities throughout the year
including galas, and grottos.| |---|---|---| |Investment policy and
objectives including any
social investment policy|Para 1.46|N/A| |adopted||| |---|---|---| |A description of the principal
risks facing the charity|Para 1.46|Nil at this date. However, the CIO requires
sufficient members to carry out its objectives and
is facing a membership with members of
advancing age and steps need to be taken to
increase the number of younger members within
the club| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution and Byelaws| |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|Trustees are appointed through election by club
members. The procedures are specified in the
Constitution and Byelaws documents| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Policies and procedures
adopted for the induction and
training of trustees|Para 1.51|Trustees and Club officers receive induction
training from the Lions accredited trainer| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|Part of Lions International District 105N| |Relationship with any related
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|Castleford and Pontefract District Lions Club| |---|---| |Other name the charity uses|| |Registered charity number|1179659| |Charity’s principal address|5 Eskdale Close, Altofts, WF6 2RF| ## **Names of the charity trustees who manage the charity** |1
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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)**| |---|---|---|---|---| ||Karen Heywood|President||Castleford & Pontefract
District Lions Club| ||Michelle Nicholson|Immediate Past
President||Castleford & Pontefract
District Lions Club| ||Dave Large|Treasurer||Castleford & Pontefract
District Lions Club| ||Jeannette Morgan|Secretary||Castleford & Pontefract
District Lions Club| ||Helen Charlotte|||Castleford & Pontefract
District Lions Club| ||Keith Smalley|||Castleford & Pontefract
District Lions Club| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **Corporate trustees – names of the directors at the date the report was approved** **Director name** N/A **Name of trustees holding title to property belonging to the charity** |**Trustee name**|**Dates acted if not for whole year**|| |---|---|---| |N/A||| |||| |||| |||| |||| |||| ## **Funds held as custodian trustees on behalf of others** |Description of the assets held in
this capacity|N/A| |---|---| |Name and objects of the charity on
whose behalf the assets are held
and how this falls within the
custodian charity’s objects|N/A| |Details of arrangements for safe
custody and segregation of such
assets from the charity’s own
assets|N/A| ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Type**
**of**
**adviser**|**Name**
**Address**|**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** **----- Start of picture text -----**
Signature(s)
Full name(s)
Position (eg
Secretary, Chair,
etc)
Date
**----- End of picture text -----**
**Castleford and Pontefract District Lions Club c/o Eskdale Close, Normanton, West Yorkshire WF8 2RF** Charity Number 1179659 ## **Income and Expenditure Account For the year ended 30 June 2023** |**Income**
Subscriptions
Galas, Fetes, etc.
Fund raising, Grottos, etc.
Collection
Members donations
Charter
Lioness club
**Expenses**
Activity prizes
Licences and Insurance
Rent
Light and Heat
Travel
Promotional
PPS
Repairs and Renewals
Charitable Gifts, donations and
assisstance
Incidental expenses
Fund raising costs
Accountancy Charges
**Deficit/Surplus for the year**
**Retained Surplus Brought Forward**
**Retained Surplus Carry Forward**|375.00
510.20
8084.88
3109.64
2.16
2614.93
14696.81
0.00
14696.81
2212.83
1334.15
463.19
312.11
0.00
795.96
129.35
204.97
7327.25
258.53
2000.68
0.00
15039.02
-342.21
8552.14
8209.93
**2023**|-652.42
307.00
3835.80
41.94
574.77
260.23
4367.32
2588.90
6956.22
1405.45
73.96
85.39
255.75
110.00
15.95
69.81
174.48
2015.92
61.17
240.00
4507.88
2448.34
6103.80
8552.14
**2022**| |---|---|---| **Castleford and Pontefract District Lions Club c/o Eskdale Close, Normanton, West Yorkshire WF8 2RF** Charity Number 1179659 ## **Balance Sheet** ## **For the year ended 30 June 2023** |**Assets**
**Lions Bank Accounts**
Activities
Administration
**Lioness Bank Accounts**
Activities
Administration
**Accruaed Expenses**
**Represented by:**
Income and Expenditure Account|5974.62
2475.31
8449.93
0.00
0.00
0.00
8449.93
-240.00
8209.93
8209.93
**2023**|5387.58
3404.56
8792.14
0.00
0.00
0.00
8792.14
-240.00
8552.14
8552.14
**2022**| |---|---|---| Independent examiner’s report to the trustees of Castleford and Pontefract District Lions Club (‘the CIO’). I report to the charity trustees on my examination of the accounts of the CIO for the year ended the 30[th] June 2023. ## **Responsibilities and basis of report** As the charity trustees of the CIO you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’). I report in respect of my examination of the CIO’s accounts carried out under section 145 of the Act. In carrying out my examination I have followed all applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act. ## **Independent examiner’s statement- matter of concern identified** I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: 1. accounting records were not kept as required by section 130 of the Act; or 2. the accounts do not accord with those records. I confirm that there are no other matters to which your attention should be drawn to enable a proper understanding of the accounts to be reached. ……………………….…….. R J Murray FIFA FIPA Financial Accountant 24 Rayner Drive Brighouse HD6 2DG Date: 16[th] February 2024