HOLME VALLEY LIONS CLUB (Charitable Incorporated Organisation 1180437) tSRNAnfJwK RECEIPT AND PAYMENT ACCOUNTS For the 12-month period ending 30th June 2023
Holme Valle Lions Club Charitsble Inco orated Or anisation Reference and administrative details of the chari its trustees and advisers TRUSTEES President Mrs Gillian Greaves Secretary Mr Malcolm Howlett Treasurer Mr Paul Watson Trustees Mr Stephen O'Leary Mr Herbert Neary Charity registered number 1180437 Bank Barclays Bank Commercial Street Halrfax HX1 1BE Independent examiner Mr David Wells MA4T
Trustees. Re ort The Trustees present their annual report together with the financial statements of Holme Valley Lions Club Charitable Incorporated Organisation (the Charity) for the 12-month period ending 30th June 2023. The Club was incorporated as a Charitable Incorporated Organisation on 25th October 2018. The Trustees confirm that the Annual Report and financial statements of the Charity comply with the current ststutory requirements, the requirements of the Charity's governing document and the provisions of the Statement of Recommended Practice (SORP) "Accounting and Reporting by Charities" issued in March 2015. Structure Governance and Mana ement The Constitution stipulates thatthe minimum number of trustees shall be three and the maximum e1Ve. The President, Secretary and Treasurer are all mandatory trustees. Any member taking up those posts must be trustee. The process for the appointment of trustees is stipulated in the Constitution. A 'Trustees' meeting is held when required, and in any case every two months. This meeting manages the governan of the club as set out under the Charrtable Incorporated Organisation Constitution. The Charity's Insuran requirements are covered under Lions Clubs International Multiple District 105 insurance arrangements. Mission Statement To empower volunteers to see their communities, meet humanitarian needs, encourage peace and promote intemational understanding through Lions clubs. Vision Statement To be the global leader in community and humanitsrian servi. Objects The Objects of the CIO are such purposes as are exclusively charf(able in England & Wales, including in particular.. the advanment of citizenship by. promoting the principles of good citizenship; encouraging members 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 not be debated by members,. encouraging Serv[-mInded people to sep4e their community without personal reward and encouraging the promotion of high ethical standards in commer, industry. professions, public worf(s and private endeavours., supporting youth to develop their skills, capacities and capabilities to enable them to participate in society as mature and responsible individuals., promoting the Voluntary Sector for the public benefit by associating with local authorities in a common effort to advance education and provide facilities in the interests of social welfare for recreab'on or other leisure time occupation to improve the condittons of lrfe of people in local, national and intemational communities., promoting volunteering; the relief of poverty and the relief of those in need in particular by providing humanitarian aid and disaster relief. the advancement of health or the saving of lives by preventing avoidable blindness, assisting disabled people to lead independent lives or helping to prevent or manage health issues., promoting for the beneftt of the public the conservation protection and improvement of the physical and natural environment,. andlor promoting community participation in healthy recreation. The trustees confirm they have complied with the duty in section 4 of the Chartties Act 2006 to have due regard to the Charty Commission's general guidance on public benefit 'Charities and Public Benefrt,. This year the CIO have continued to provide public benefit, and we will explain how this has been achieved in this report. The club operates one bank account and operates fund accounting. All the administration expenses of the CIO are deatt with through the 'Administration Fund, the balance of which does not include any money raised from members of the public. The trustees can confirm that the CIO does not have any outstanding liabilities or debts. The CIO has a grant making policy, all applications are considered by the trustees at their meetings. The trustees then make recommendations which are considered by all the members of the CIO. The procedure for this process is outlined within the constitution. Donations In this 12-month period the club has had total income of £11,801.65 During the full year, the major income has come from the Santa Sleigh (£3070), and the monthly draw (£470), an easter raffle (£2411), donations from the public at Honley Show (£453) and two grants (Kirklees) (£2460). The club donated £903 to Lions Clubs Internats'onal Charities during the full year.
The club have made other donations of £9252 in the full year including £2000 to Kirkwood Hospi (from raffle), £300 to Homestart, £2900 to local foodbanks (mainly from grants received), £500 to 2 local scouts towards World Jamboree (both scouts helped out on our fundraising activities) and £350 for a defibrillator locally. These donations are making a differen within our local community. Membershi Membership of the CIO at the end of June 2023 was 13 active members. Members rnt On per month and take part in the social and fundraising activtties of the CIO. During the year the club continued to work with others in their local community, not only to support their communty but to encourage them to become members of Holme Valley Lions Club. The club have an active Facebook page promoting our activtties. . (Trustee) Date . 13
HOLME VALLEY LIONS CLUB RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDING 30Th JUNE 2023 CHARITY ACCOUNT CHARITY RECEIPTS Santa Sleigh Other Charitable Donations Draw 3069.99 348.44 470.OJ Easter Raffle Honley Show Doncaster Coach Refund Data Protection refund Grants 2411.47 453.33 450.IXJ 40.IX) 2460.IXJ cei 970:3.23 PAYMENTS Direct Charitsble Pa Lions LCIF Lions LCIF Turkey/Syria Total Direct Payments Donations made HVM Hospital Brockholes School E.Bike Scoutjarriboree 2023 Meltham Food Bank Holme Valley Food Bank Thongsbridge Food Bank Welcome Trust Food Bank Make a Wish Doncaster Sports Day Coach Homestart Friends of Cliffe Rec Welcome Club, Honlev Kirkwood Hospice Hade Edge Gala Kirklees Bridleway Food Bank Vouchers Civic Reception Total Donations ments 250.1X) 653.47 903.47 31X).(M) 4(M).tM) 3(J). 5C().00 250.00 250.00 250.(KJ 250.(X) 201.50 14(Kl.00 3.[) 3.00 150.00 2(m.00 i(xJ.00 350.00 19CM).IJ) 9251.50 Total Dirert Charitsble Payments and Donatlons 10154.97 Indirert Charitable Pa ents Lions Dues (Charity Element) Printing Raffle Tickets 82.(KJ 108.(M)
Raffle License Raffle Prize Raffle Float Santa Sleigh Insurance Santa Expenses Draw Prizes Charter Prize 20.IXI 150.(KJ 50.(X) 252. 1220.49 460.(X) 30.IX) Total Indirect Charitable Pa TALC TARITy PAXMEN 12 Deficit of Recei tsoverP ments Represented by the following assets and liabilitie5: Opening Bank Balance as at 1st July 2022 4714.95 Net decrease in funds 12824.23) Closing Bank Balance as at 30, June 2023 1890.72 ADMIN ACCOUNT ADMIN RECEIPTS Member5 Donations Charter Income 1410.42 ADMIN PAYMENTS Dues to Lions Insurance Charter Dinner Costs Remembrance Day Wreath via MH Data Protection Club regalia Funeral Donation Lion R Armitage Rent Lion Game Prize IIXX).97 1237.66 25.00 120.IX) 90.95 I.[m) 130.IX) 35.(Kl talA 27 Swph#/Defictt of Receipts over Payments
Represented by the followiftg assets and liabilltles: Opening balance as at 1st July 2022 1566.22 Net decrease in funds {685.431 Closing bank balance as at June 2023 880.81 Overall balance of the account Opening balance tst July 2022 6281.17 Deficit for the year {3509.641 Closing balance 30 June 2023 2771.53
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trustees Holme Valley Lions Club CIO On accounts for the year ended 30 June 2023 Charity no {if any 1180437 Set out on pages I report to the trustees on my examination of the accounts of the above charity (Ihe Trusf) for the year ended 3010612023 Responsibilities and basis of report As the Gharity's trustees, you are SponSible for the preparation of the accounts in accordance wtth the requirements of the Charities Act 2011 {°the Act"). I report in restEct of my examination of the Trust's accounts carried OLrt under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145{5){b) of the Act. Independent I have completed my examination. I confimi that no material matters have examiner's ststement come to my attention in connection wrth the examination which gives me cause to believe that in. any material respect.. the accounting records were not kept in accordance wth section 130 of the Charities Ad: or the accounts did not accord wrth the accounting records,. or the accounts did not comply with the applicable requirements ¢onceming the fo and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts gtve a Irue and fairf view bvhich is not a matter considered as part of an independent examination. I have no cOnmS and have come across no other matters in connection with the examination to which attention should LE drawn in this report in order to enable a proper understanding of the acuntS to be reached. Date: 21 July 2024 Signed: Name: Dawd John Wells Relevant professional qualification(sl or body (if any): Retired Senior Intemal Auditor IER Oct 2018
Address: 7 Da0bY Cl¢)se Thirsk Y07 1FJ Section B Disclosure Only complele if the examiner needs to highlight material matters of concern (see CC32, Independent examinakn'on of charity accounts: directions and guidan for examiners). Give here brief details of any items that the examiner wishes to disclose. Nothing to report IER Oct 2018