## **Trustees’ Annual Report for the period 2023 - 2024** **From 0** 1/07/2023 **Period start date To** 30/06/2024 **Period end date** **Charity name:** Castleford & 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 the wellbeing of humans 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** . 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 Football shirts to WMDC Youth Team – which is made up of Young people in care We purchased 2 Stoves to send out to families in Ukraine to help provide them with warmth and cooking facilities during the cold winter months. We made a donation to a local family who needed to raise funds for a special Buggy for their disabled child. We donated Christmas presents to a local Charity, who provide presents for children and young people who would not otherwise have a present to open on Christmas morning **The advancement of health or the saving of lives.** 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 recycle spectacles, hearing aids and |||ring pulls to send abroad for
underprivileged countries.
We have made donations to the Prince of
Wales Hospice and My Hospitals Trust to
contribute towards the purchasing of vital
equipment. We have also supported the
Marie Curie Daffodil Appeal by providing
collectors in a local supermarket.
**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 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.**
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|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
investment|Para 1.38|**N/A**| |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 communities. 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
•
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
•Spectacle Recycling – we have used
spectacle collection bins throughout our
area, which we empty every two weeks.
The spectacles are then sent to our
national sorting centre and prepared for
shipping to third world countries
•Supporting individual families and
young people, by providing donations
towards equipment or in some instances
a small gift, which most people receive
from their family and friends, but many
people do not have the luxury of friends
and families. Very often the small
gestures and donations we give, have a
huge positive impact on the receipient.| |**Additional information (optional)**
You may choose to include further statements|**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| |||N/A| |Performance of fundraising
activities against objectives
set|Para 1.41|| |---|---|---| |Investment performance
against objectives|Para 1.41|N/A| |Other||N/A| ## **Financial Review** |**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 £8356
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| |Amount of reserves held|Para 1.22|£1000 for donations| |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| |Explanation of any
uncertainties about the
charity continuing as a going
concern
Para 1.23|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
adopted|Para 1.46|N/A| |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||N/A| ## **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)**| |---|---|---|---|---| ||Michelle Nicholson|President||Castleford & Pontefract
District Lions Club| ||Dave Large|Treasurer||Castleford & Pontefract
District Lions Club| ||Jeannette Morgan|Secretary||Castleford & Pontefract
District Lions Club| ||Jacqueline
Hartless|Vice President||Castleford & Pontefract
District Lions Club| ||Helen Charlotte|||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 N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Additional information (optional)**
**Names and addresses of advisers (Optional information)**|**Additional information (optional)**
**Names and addresses of advisers (Optional information)**|**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** ## **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**||| |---|---|---| ||Michelle Nicholson|| ||
Chair|| ||30thMarch, 2025|| ||30thMarch, 2025|| Docusign Envelope ID: 8780A909-B8F0-4AD4-BE12-073182F5B026 **REGISTERED CHARITY NUMBER: 1179659** ## **REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS** **FOR THE YEAR ENDED 30 JUNE 2024** ## **FOR** ## **CASTLEFORD & PONTEFRACT DISTRICT LIONS** Harrison & Co Chartered Accountants 531 Denby Dale Road West Calder Grove Wakefield West Yorkshire WF4 3ND Docusign Envelope ID: 8780A909-B8F0-4AD4-BE12-073182F5B026 **CASTLEFORD & PONTEFRACT DISTRICT LIONS** ## **CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2024** |||**Page**|| |---|---|---|---| |**Report of the Trustees**||1|| |**Independent Examiner's Report**||2|| |**Statement of Financial Activities**||3|| |**Balance Sheet**||4|| |**Notes to the Financial Statements**|5|to|7| |**Detailed Statement of Financial Activities**||8|| Docusign Envelope ID: 8780A909-B8F0-4AD4-BE12-073182F5B026 ## **CASTLEFORD & PONTEFRACT DISTRICT LIONS** ## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 JUNE 2024** The trustees present their report with the financial statements of the charity for the year ended 30 June 2024. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019). ## **STRUCTURE, GOVERNANCE AND MANAGEMENT** ## **Governing document** The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity. ## **REFERENCE AND ADMINISTRATIVE DETAILS** **Registered Charity number** 1179659 ## **Principal address** 5 Eskdale Close Normanton Wakefield WF6 2RF ## **Trustees** Mr D Large Treasurer Ms M Nicholson President (Chair) Ms J Hartless Vice President (appointed 1.7.23) Ms J Morgan Secretary Ms H Charlotte Trustee ## **Independent Examiner** Sherice Parfitt FCCA Harrison & Co Chartered Accountants 531 Denby Dale Road West Calder Grove Wakefield West Yorkshire WF4 3ND Approved by order of the board of trustees on 18 March 2025 and signed on its behalf by: Mr D Large - Trustee Page 1 Docusign Envelope ID: 8780A909-B8F0-4AD4-BE12-073182F5B026 ## **INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF CASTLEFORD & PONTEFRACT DISTRICT LIONS** **Independent examiner's report to the trustees of Castleford & Pontefract District Lions** I report to the charity trustees on my examination of the accounts of Castleford & Pontefract District Lions (the Trust) for the year ended 30 June 2024. ## **Responsibilities and basis of report** As the charity trustees of the Trust 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 Trust's accounts carried out under Section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act. ## **Independent examiner's statement** 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 in respect of the Trust as required by Section 130 of the Act; or 2. the accounts do not accord with those records; or 3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair 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 this report in order to enable a proper understanding of the accounts to be reached. Sherice Parfitt FCCA Harrison & Co Chartered Accountants 531 Denby Dale Road West Calder Grove Wakefield West Yorkshire WF4 3ND 18 March 2025 Page 2 Docusign Envelope ID: 8780A909-B8F0-4AD4-BE12-073182F5B026 ## **CASTLEFORD & PONTEFRACT DISTRICT LIONS** ## **STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30 JUNE 2024** |2024
Unrestricted
fund
Notes
£
**INCOME AND ENDOWMENTS FROM**
Income
10,726
**EXPENDITURE ON**
Raising funds
8,340
**Other expenses**
GENERAL
2,240
**Total**
10,580
**NET INCOME/(EXPENDITURE)**
146
**RECONCILIATION OF FUNDS**
Total funds brought forward
8,210
**TOTAL FUNDS CARRIED FORWARD**
8,356|2023
Total
funds
£
14,697
11,541
3,498
15,039
(342)
8,552
8,210| |---|---| The notes form part of these financial statements Page 3 Docusign Envelope ID: 8780A909-B8F0-4AD4-BE12-073182F5B026 **CASTLEFORD & PONTEFRACT DISTRICT LIONS** ## **BALANCE SHEET 30 JUNE 2024** |||2024|2023| |---|---|---|---| |||Unrestricted|Total| |||fund|funds| ||Notes|£|£| |**CURRENT ASSETS**|||| |Cash at bank||8,656|8,450| |**CREDITORS**|||| |Amounts falling due within one year|4|(300)|(240)| |**NET CURRENT ASSETS**||8,356|8,210| |**TOTAL ASSETS LESS CURRENT**|||| |**LIABILITIES**||8,356|8,210| |**NET ASSETS**||8,356|8,210| |**FUNDS**|5||| |Unrestricted funds||8,356|8,210| |**TOTAL FUNDS**||8,356|8,210| The financial statements were approved by the Board of Trustees and authorised for issue on 18 March 2025 and were signed on its behalf by: Ms M Nicholson - Trustee Mr D Large - Trustee The notes form part of these financial statements Page 4 Docusign Envelope ID: 8780A909-B8F0-4AD4-BE12-073182F5B026 **CASTLEFORD & PONTEFRACT DISTRICT LIONS** ## **NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2024** ## **1. ACCOUNTING POLICIES** ## **Basis of preparing the financial statements** The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention. ## **Income** All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably. ## **Expenditure** Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources. ## **Taxation** The charity is exempt from tax on its charitable activities. ## **Fund accounting** Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees. Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes. Further explanation of the nature and purpose of each fund is included in the notes to the financial statements. ## **2. TRUSTEES' REMUNERATION AND BENEFITS** There were no trustees' remuneration or other benefits for the year ended 30 June 2024 nor for the year ended 30 June 2023. ## **Trustees' expenses** There were no trustees' expenses paid for the year ended 30 June 2024 nor for the year ended 30 June 2023. ## **3. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES** ||Unrestricted| |---|---| ||fund| ||£| |**INCOME AND ENDOWMENTS FROM**|| |Income|14,697| |**EXPENDITURE ON**|| |Raising funds|11,541| |**Other expenses**|| |GENERAL|3,498| |**Total**|15,039| continued... Page 5 Docusign Envelope ID: 8780A909-B8F0-4AD4-BE12-073182F5B026 **CASTLEFORD & PONTEFRACT DISTRICT LIONS** ## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 JUNE 2024** |**3.**|**COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued**|**COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued**|**COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued**|**COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued**|| |---|---|---|---|---|---| ||||||Unrestricted| ||||||fund| ||||||£| ||**NET INCOME/(EXPENDITURE)**||||(342)| ||**RECONCILIATION OF FUNDS**||||| ||Total funds brought forward||||8,552| ||**TOTAL FUNDS CARRIED FORWARD**||||8,210| |**4.**|**CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR**||||| ||Other creditors|||2024
£
300|2023
£
240| |**5.**|**MOVEMENT IN FUNDS**||||| ||**Unrestricted funds**|At|1.7.23
£|Net
movement
in funds
£|At
30.6.24
£| ||General fund||8,210|146|8,356| ||**TOTAL FUNDS**||8,210|146|8,356| ||Net movement in funds, included in the above are as follows:||||| ||**Unrestricted funds**|Incoming
resources
£||Resources
expended
£|Movement
in funds
£| ||General fund|10,726||(10,580)|146| ||**TOTAL FUNDS**|10,726||(10,580)|146| ||**Comparatives for movement in funds**||||| ||**Unrestricted funds**|At|1.7.22
£|Net
movement
in funds
£|At
30.6.23
£| ||General fund||8,552|(342)|8,210| ||**TOTAL FUNDS**||8,552|(342)|8,210| ||||||| continued... Page 6 Docusign Envelope ID: 8780A909-B8F0-4AD4-BE12-073182F5B026 **CASTLEFORD & PONTEFRACT DISTRICT LIONS** ## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 JUNE 2024** ## **5. MOVEMENT IN FUNDS - continued** Comparative net movement in funds, included in the above are as follows: ||Incoming|Resources|Movement|Movement| |---|---|---|---|---| ||resources|expended|in funds|| ||£|£||£| |**Unrestricted funds**||||| |General fund|14,697|(15,039)||(342)| |**TOTAL FUNDS**|14,697|(15,039)||(342)| A current year 12 months and prior year 12 months combined position is as follows: |**Unrestricted funds**|At 1.7.22
£|At 1.7.22
£|Net
movement
At
in funds
30.6.24
£
£| |---|---|---|---| |General fund||8,552|(196)
8,356| |**TOTAL FUNDS**||8,552|(196)
8,356| A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows: |**Unrestricted funds**|Incoming
Resources
resources
expended
£
£|Movement
in funds
£| |---|---|---| |General fund|25,423
(25,619)|(196)| |**TOTAL FUNDS**|25,423
(25,619)|(196)| ## **6. RELATED PARTY DISCLOSURES** There were no related party transactions for the year ended 30 June 2024. Page 7 Docusign Envelope ID: 8780A909-B8F0-4AD4-BE12-073182F5B026 ## **CASTLEFORD & PONTEFRACT DISTRICT LIONS** ## **DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30 JUNE 2024** ||2024|2023| |---|---|---| ||£|£| |**INCOME AND ENDOWMENTS**||| |**Income**||| |Galas, Fêtes , etc.|859|510| |Fund raising, Grottos, etc.|7,569|8,085| |Collections|645|3,110| |Member donations|50|27| |Charter|1,023|2,615| |Subscriptions|580|350| ||10,726|14,697| |**Total incoming resources**|10,726|14,697| |**EXPENDITURE**||| |**Raising donations and legacies**||| |Activities prizes|3,528|2,213| |Charitable gifts and donations|2,483|7,327| |Fundraising costs|2,329|2,001| |**Other expenses**|8,340|11,541| |Rent|84|463| |Licences and insurance|1,405|1,334| |Light and heat|262|312| |Repairs and renewals|-|205| |Postage and stationery|21|129| |Promotional|22|796| |Sundries|446|259| ||2,240|3,498| |Total resources expended|10,580|15,039| |**Net income/(expenditure)**|146|(342)| This page does not form part of the statutory financial statements Page 8