## HOLME VALLEY LIONS CLUB
(Charitable Incorporated Organisation 1180437)
## RECEIPT AND PAYMENT ACCOUNTS
For the 12-month period ending 30[th]
June 2025
## Holme Valley Lions Club Charitable incorporated organization Reference and administrative details of the charity, its trustees and advisers
## **Officers**
**President**
Mr Stephen O'Leary **Secretary** Mr Malcolm Howlett **Treasurer**
Mr Stephen O'Leary
## **Trustees**
Mr Stephen O'Leary Mr Herbert Neary Mr Malcolm Howlett Mr Paul Watson Mrs Gillian Greaves
## **Charity registered number**
1180437
## **Bank**
Barclays Bank Commercial Street Halifax HX11BE
## **Independent examiner**
Mr David Wells
## **Trustees' Report**
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 2025. The Club was incorporated as a Charitable Incorporated Organisation on 25[th ] 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 Practice (SORP) "Accounting and Reporting by Charities" issued in March 2015.
## **Structure. Governance and Management**
The Constitution stipulates that the minimum 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 two months. This meeting manages the governance of the club as set out under the Charitable Incorporated Organisation Constitution.
The Charity's insurance requirements are covered under Lions Clubs International Multiple District 105 insurance arrangements.
## **We Serve**
## **Mission Statement**
To empower volunteers to serve their communities, meet humanitarian needs, encourage peace and promote international understanding through Lions clubs.
## **Vision Statement**
To be the global leader in community and humanitarian service.
## **Objects**
The Objects of the CIO are such purposes as are exclusively charitable in England & Wales, including in particular:
the advancement 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 service-minded people to serve their community 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, 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 recreation or other leisure time occupation to improve the conditions 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 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 benefit of the public the conservation protection and improvement of the physical and natural environment; and/or
- promoting community participation in healthy recreation.
The trustees confirm they have complied with the duty in section 4 of the Charities Act 2006 to have due regard to the Charity Commission's general guidance on public benefit 'Charities and Public Benefit'. This year the CIO have continued to provide public benefit, and we will explain how this has been achieved in this report.
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The club operates one bank account and operates fund accounting. All the administration expenses of the CIO are dealt 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 gross income of £17,803.39
During the full year, the major charity income has come from the Santa Sleigh (£4230), and the monthly draw (£554), an annual raffle (£3255), and a grant (One Community) (£2000), Admin income included Gift Aid (£970) and a Holme Valley Parish Council Grant (£435) for repairs to the Santa Sleigh.
The club donated £602 to Lions Clubs International Charities during the full year.
The club have made further charitable donations of £13260 in the full year including £4000 to Forget me Not Trust, £1000 to Kirkwood Hospice, £3000 to Hollybank Trust£1900 to localfoodbanks £600 to the Ukraine for stoves and £2760 to various other local organisations and events
These donations are.making a difference within our local community and internationally.
## **Membership**
Membership of the CIO at the end of June 2023 was 12 members including 2 Lions at Large. Members meet once 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 Facebook page promoting our activities.
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Trustee
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**HOLME VALLEY LIONS CLUB CIO RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDING 30TH June 2025**
## **Charity Account**
|**Charity**
**Receipts**
Santa Sleigh
4230.04
Gift Aid
970.01
Other Charitable receipts
296.23
Club Draw
554.00
Annual Raffle
3255.11
Donation from Hive Jive
900.00
Doncaster Coach Recpts
90.00
Grants Received
2000.00
Forget me Not refund
3000.00
**Total**
**Charity**
**Receipts**
**Charity**
**Payments**
**(Direct)**
Lions LCIF'
500.00
**Total**
****Charity**
**Payments**
**Charity**
**Donations**
**Made**
Forget me Not
4000.00
Youth Project
102.00
Kirkwood Hospice
1000.00
Hollybank Trust
3000.00
Food Banks (Fem Products)
1900.00
Holme Valley Surgery Transport
500.00
Colne Valley Lions
200.00
Together Learning
600.00
Hospital Packs
260.00
Homestart
300.00
Ukraine Stoves
600.00
Friends of Cliffe Rec
150.00
Meltham Shoebox
250.00
Friend 2 Friend
500.00
**Charity**
**Donations**
**Made**
**Total**
**Direct**
**Charity**
**Payments**
**Made**
**Indirect**
**Charity**
**Payments**
Sleigh Expenses and Insurance
468.97
Draw Prizes
320.00
Raffle Expenses
413,60
Lions Sports Day Coach Cost
500.00
Childrens Books Cost
640.00
Henley Show 25 Exp
167.98
**Total**
**Indirect**
**Charity**
**Payments**
**Total**
**Charity**
**Payments**|**15295.39**
500.00
13362.00
**13862.00**|
|---|---|
||**2510.55**
**16372.55**|
## **Admin Account**
|**Admin**
**Receipts**
Member Donations
723.00
Charter Dinner Recpts
1350.00
Holme Valley Parish Grant
435.00
**Total**
**Admin**
**Receipts**
**Admin**
**Payments**
Dues to Lions
1094.80
Charter Dinner Costs
1440.00
Room Rent
110.00
Sundry Costs
222.00
Mileage
101.40
**Total**
**Admin**
**Payments**
**Surplus/Deficit Receipts over Payments**
**Represented by the following assets and**
**liabilities**
**Opening Bank Balance 1st July 2024**
**Net decrease**in**Funds**-**Charity**
1364.99
**Net decrease in Funds**- Adm in
172.37
**Closing Bank Balance 30th June 2025**|**2508.00**|**2508.00**|
|---|---|---|
||**2967.80**||
|||5506.86
1537.36|
|||3969.50|
**Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
> **Report to the trustees** Holme Valley Lions Club **On accounts for the year Charity no ended**[30 June 2025 ] **(if any)**[1180437 ]
> **Set out on pages** 1 - 7 (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30/06/2025 **Responsibilities and** As the charity's trustees, you are responsible for the preparation of the **basis of report** 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 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 examiner's statement**
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
- the accounting records were not kept in accordance with section 130 of the Charities Act; or
- the accounts did not accord with the accounting records; or
- the accounts did 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.
_._
**Date:** 16 January 2026
**Signed: Name:** David John Wells **Relevant professional** Retired Senior Auditor **qualification(s) or body**
1
**Oct 2018**
**IER**
## **(if any):**
**Address:**
7 Darrowby Close Thirsk YO7 1FJ
## **Section B Disclosure**
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
**Give here brief details of any items that the** Nil **examiner wishes to disclose** .
2
**Oct 2018**
**IER**