HOLME VALLEY LIONS CLUB (Charitable Incorporated Organisation 1180437) RECEIPT AND PAYMENT ACCOUNTS For the 12-month period ending 30 th June 2024 President Mr Stephen O'Leary Secretary Mr Malcolm Howlett Treasurer Mr Paul V*atson TnBtses Mr Stephen O'Leary Mr Herbert Neary Mr Malcolm Howlett Mr Paul Vvatson Mrs Gillian G￿aVe$ Charity registered number 1180437 Bank Bardays Bank Commercial Street Halifax HX11BE Independent examiner Mr David V¥klls MAqT The Trustees present their annual report together with the financial statements of Holme Valley Lions Club Charitable Incorporated Oiganisation (the Charity) for the 12-month period ending 30th June 2024. 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 statutory requirements. the requirements of the Charity's governing document and the provisions of the Statement of Recommended Pracbce (SORP} "Accounting and Reporting by Charities" issued in March 2015. The Constitution stipulates that the Tninimum number of trustees shall be three and the maximum twelve. 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 months. This meeting manages the governan￿ of the club as set out under the Charitable Incorporated Organisation Constitution. The Charity's Insuran￿ requirements are covered under Lions Clubs International Multiple District 105 Insuran￿ arrangements. We Serve Mission Statèment To emDower volunteers to seNe their communities. meet humanitarian needs, encourage peace and promote international understsnding through Lions clubs. Vision Statement To be the global leader in community and humanrtarian service. Objects The Objects of the CIO are such purposes as are exclusively charitable in England & Wales, including in particular.. the advaft￿ment of citizenship by.. promoting the principles of good citizenship.. encouraging members to take an active interest in the civic, cultural, social and moral welfare ofthe 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 SerVi￿-M5nded people to serve their community without personal reward and encouraging the promob'on of high ethical standards in commerce, 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 benefft by associating with local authorities in a common effort to advance education and provide facilib.es in the interests of social welfare for recreation or other leisure lime occupation to improve the condttions of life of people in local, national and international communities; promoting volunteering; the relief of poverty and the relief of those in need in particular by providing humanitarian aid and disaster relFet, the advan￿ment of health or the saving of lives by preventing avoidable blindness, assisting disabled people to lead independent lives or helping to prevent or manage heatth issues.. promoting for the benefit of the public the conservation protection and improvement of the physical and natural environment" andlor promoting community participab.on in healthy recreation. The trustees confirm they have complied wrth the duty in section 4 of the Chartties Act 2006 to have due regard to the Charity Commission's general guidance on public benefit 'Charities and Public Benefft,. This year the CIO have continued to provide public benefrt, and we will explain how this has t)een achieved in this report. The club operates one bank account and operates fund accounting. All the administration expenses of the CIO are dealt wrth 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 liabilib'es or debts. The CIO has a grant making policy. all applications are considered by the trustees al 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. In this 12-month period the dub has had total incorne of £14.616 During the full year, the major income has comefrom the Santa Sleigh (£2506), and the monthly draw (£463), an easter raffle (£3384), a quiz (£1041) and a grant (Kirklees) (£3400). The club donated £635.60 to Lions Clubs International Charthes during the full year. The club have made further charitsble donations of £7250 in the full year induding £500 to Talkthru, £300 to Summer Wine Trails, £3000 to local foodbanks (mainly from grants received) £3000 to the Forget me Not Trust and £450 to various other local organisations and events These donations are making a difference within our local wmmunity. Membership of the CIO at the end of June 2023 was 13 members including 2 Lions at Large. Members meet On￿ per month and take part in the social and fundraising activities of the CIO. During the year the club continued to work with others in their local community, not only to support their community but to encourage them to become members of Holme Valley Lions Club. The club have an active Faceb(x)k page promots'ng our activities. Trustee Date ,1,,12* Chari Account Cha Sants Seigh Other Charit8tile Donations 25Cfj.87 418.82 463.(K) 3383.PJ Quiz tk¥)caster Coach Grants 1041.18 I Charl 11 303.66 Dlre¢t Cha ments Lions LCIF Total Dirèct Char 635.60 Donations Mad Talkthru Summer Nne Trails Fcxxl Banks Cliffe Rec Medic Alert Hade Edgge Gala Fcrfget-me-N(k Tru Total Donatlons Made 150.(K) 150.(IJ 150 00 3000.00 7250.1)0 Total Dlrect Charfty Payments and Donatlons 7886.60 tcha Rafffle expenses Transfs to Admin Igrart) Sieaigh Insuran Sleigh Expenses Draw prizes Total Indlrect Charltable Pa 359.98 200.00 302.40 631 35 ments 1573.73 Total Charf Pa ents 9459.33 Admin Account Member DonabJn8 630. Charter Income 121048 1471.67 IAd 331115 Admln P ments Dues lo Lions Charter Dinner Costs Room Rent 1112.25 1075.00 Postage Donation for J Hobson CIV￿ Dinner Melthwn 150.00 Total Adml P 2421.15 Surplus of Recelpts over PaymgTrts Represented by the following assets and liabilities: Openlng Bank Balancè as at 1" July 2023 2T11.53 Net increase in funds Charty Act Net increase in funds Admin Acc 1844.33 891.00 CIo8lng 8ank aala￿e as at 30" June 2024 5506.86