| SORP reference | ||||||||
|---|---|---|---|---|---|---|---|---|
| Summary | ofthe purposes of | Tocreate and foster a spirit of | ||||||
| the charity | as set out | in | its | understanding among the peoples of |
the | |||
| governing | document | world. By providing voluntary services |
||||||
| through Community involvement |
& | |||||||
| International co-operation |
||||||||
| Summary ofthe main activities in relation to those |
Para 1.17and 1.19 |
Pre Used Bookshop operation Sixfund raising events usually linked |
to | |||||
| purposes | for the public | specific donating objectives. |
||||||
| benefit, in |
particular, | the | Not for profit community Ilinibus |
|||||
| activities, | projects or | operation. | ||||||
| services identified in |
the | |||||||
| accounts. | ||||||||
| Statement | confirming | Para 1.18 | The Trustees have regard to the | |||||
| whether the trustees | have | guidance issued by the Charity |
||||||
| had regard | to the guidance | Commission on Public Benefit. |
||||||
| issued by |
the Charity | |||||||
| Commission | on public | |||||||
| benefit | ||||||||
| dditional | information | (optional) | ||||||
| SQRP reference | ||||||||
| Grant making is managed by the |
Service | |||||||
| Para 1.38 | Committee, meeting monthly, |
|||||||
| Policy on | grant making | investigating requests and reporting |
to | |||||
| the Business Ileeting where donations | ||||||||
| in excess ofan agreed figure are | ||||||||
| approved. | ||||||||
| All funds are available for social | ||||||||
| Policy on | social investment | Para 1.38 | investment. The Housebound, Blind, |
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| including | program related |
WTN, &through the Zone —Disability |
||||||
| investment | organisations. Thro Leos &ROAR |
|||||||
| schools and youth organisations. | ||||||||
| The club members are involved |
in all | |||||||
| Para 1.38 | fund raising, charitable activities |
8, | ||||||
| Contribution | made by | donations. In addition Non member |
||||||
| volunteers | volunteers help in the Bookshop |
and | ||||||
| drive the minibus |
| You may choose io include further statements | where relevant about |
|---|---|
| Tocreate and foster a spirit of | |
| Other:- Lions international | understanding among the peoples ofthe |
| Objects as in our constitution | world. |
| and Bye Laws | To promote the principles ofgood |
| government and good citizenship. |
|
| Totake an active interest in the Civic, |
|
| Cultural, Social and lioral wefare ofthe | |
| Community. | |
| To unite the members in the bonds of |
|
| friendship. Good fellowship and mutual |
|
| understanding. | |
| To provide a forum forthe open discussion of all matters of public |
|
| interest; provided however, that partisan |
|
| politics and sectarian religion shall not |
|
| be debated by club members. |
|
| To encourage service minded people to |
|
| serve the community without personal |
|
| gain orfinancial reward, to encourage |
|
| efficiency and promote high ethical |
|
| standards in commerce, industry, |
|
| professions, public works and private |
|
| endeavours. |
| Achieve | me | nts | and Per | formance | |
|---|---|---|---|---|---|
| SORP reference | |||||
| Overall due to Covid 19restrictions, | |||||
| fundraising and service activities have |
|||||
| been restricted to what can be achieved | |||||
| Summary ofthe main achievements ofthe chadiiy, |
Para 120 | online. | |||
| identifying | the difference the | The Service committee has been very |
|||
| charity*s work | has made to | active supporting other voluntary |
|||
| the circumstances | of its | organisations needing to meet Covid19 |
|||
| beneficiaries | and | any wider | regulations. | ||
| benefits to society as a | |||||
| whole. | The Bookshop reopened briefly after the 1u lockdown once all CV19precautions |
||||
| and procedures had been implemented. |
|||||
| Reopened again in April 2021 mornings | |||||
| only and fully in May 21.Net Income | |||||
| K12,708. | |||||
| An online Easter egg Raffle raised F870. Car BootSale raised f1,533. |
|||||
| A number ofevents were cancelled | |||||
| ~ The Classic car show and run. | |||||
| ~ Late night shopping. | |||||
| ~ Christmas Raffle. |
|||||
| ~ Xmas Party for the elderly. |
| The Bookshop operation was | |||||
|---|---|---|---|---|---|
| Achievements | against | Para 1.41 | maximised. | ||
| objectives set | |||||
| The Santa Sleigh went ahead with no | |||||
| gifts given due covid restrictions. | |||||
| The Xmas party for the elderly was | |||||
| replaced by individual packets ofsweets |
|||||
| delivered to various Care Homes. | |||||
| Lions helped the Vaccination program |
|||||
| assisting with car parking. |
|||||
| The Bluebell Walk was manned. | |||||
| Other planned events were cancelled |
|||||
| due Covid 19. | |||||
| The Bookshop income is down due | |||||
| Performance | offundraising | covid19. | |||
| activities against objectives | Para 1.41 | ||||
| set | See Sorp 1.20 re cancellations. | ||||
| Santa Sleigh went ahead —no gifts | |||||
| given. | |||||
| The Easter Egg on line raffle did well. | |||||
| The Car Bootsale was well attended | |||||
| All in all performance was better than |
|||||
| expected, largely due to innovation the members. |
by | ||||
| Investment | performance | Para 1.41 | No Investments | ||
| against objectives | |||||
| Other | Donations made:- | ||||
| Local Support. f6,785 Services f1,328 District f1,360 |
|||||
| International f1,000 |
|||||
| ExactAmounts in Finance Report. |
|||||
| Installed Defibrillators maintenance |
|||||
| costs. f724. |
| Financial Review |
|||||||
|---|---|---|---|---|---|---|---|
| Review ofthe charity's | Para 1.21 | ||||||
| financial position at the end ofthe period |
Cash Assets:- Retained Assets (Minibus replacement) Liabilities(Bookshop Rent/costs) |
||||||
| Statement explaining the |
Para 1.22 | ||||||
| policy for holding reserves stating why they are held |
Reserves are retained to: 1.Finance Minibus replacement |
at end of | |||||
| life. | |||||||
| 2. Rent plus unexpected | (Covid | 19) | |||||
| expenses at the Bookshop. | |||||||
| 3. | |||||||
| Amount ofreserves held | Para 1.22 | E34,811 | |||||
| Reasons for holding zero | Para 1.22 | NIA | |||||
| reserves | |||||||
| Details offund materially | in | Para 1.24 | None | ||||
| deficit | |||||||
| Explanation ofany uncertainties about the |
Para 1.23 | Average age ofmembership, | Covid 19,5 | ||||
| charity continuing as a going |
difficulty recruiting | new young members. | |||||
| concern |
| The main source ofincome is the 'Pre | ||
|---|---|---|
| The charity's prtincipal sources offunds (including any fundraising) |
Para 1.47 | Owned' Bookshop. The Easter egg raffle. The Car boot sale. |
| Investment policy and |
No Investments. | |
| objectives including any |
Para 1.46 | Support for local radio based on |
| social investment policy |
publicising events and sharing success. |
|
| adopted | ||
| Since most events involve the public and | ||
| Adescription ofthe principal |
1aia c43 | getting together, Covid19 is the single |
| risks facing the charity | biggest risk and danger at this time. | |
| Other | An ageing membership. |
| Description ofcharity's |
NIA | |||
|---|---|---|---|---|
| trusts: | ||||
| Type of governing document |
Constitution &Bye Laws |
|||
| How is the charity | Para 1.25 | |||
| constituted? | CIO | |||
| Trustee selection methods | Para 1.25 | Trustees are Officers ofthe club who | ||
| including details ofany |
volunteer to take responsibility. | They are | ||
| constitutional provisions |
e.g. | proposed at Business Meetings |
and | |
| election to post or name | of | elected by vote ofthe members | present | |
| any person or body entitled | provided a quorum is present. |
The | ||
| to appoint one or more | President is normally replaced |
each | ||
| trustees | year. | |||
| dditional information |
(optional) | |||
| ou may choose to include further statements | where relevant about: | |||
| Policies and procedures adopted for the induction |
Para 1.5i | Training is provided each year in May by MD105SEforthose officers/Trustees taking up appointment in July |
||
| and training oftrustees | ||||
| An International Organisation, |
in the UK | |||
| The charity's organisational |
-Multiple District 105 (MD105) | |||
| structure and any wider |
Para 1.51 | -District 105SE | ||
| network with which the |
-Region 3 | |||
| charity works | -Zone B | |||
| ICO Reg No, ZA752848 | ||||
| The charity works with the Local | ||||
| Relationship with any related |
Para 1.51 | Authority, Commercial partners |
and | |
| parties | others who share the same values. | |||
| Risk management and Health 8 Safety |
||||
| Other | considerations are implicit in all the |
|||
| clubs activities. |
| Charity | name | name | UCKFIELD LDISTRICT LIONS CLUB (CIO) | |
|---|---|---|---|---|
| Other name | the charity uses | UCKFIELD LIONS CLUB | ||
| Registered | charity | number | 1181177 | |
| Charity's | principal | address | do Pound Green Nursery | |
| BUXTED | ||||
| East Sussex. TN22 4PH |
| m | es ofthe charity tr | ustees who man | age the charity | |
|---|---|---|---|---|
| Truslee name | Office (ifany) | Dates acted ifnot for whole year |
Name ofperson (or body) entitled to appoint trustee lifany) |
|
| 1 | John Garvey | President | Club Membership | |
| 2 | Keith Mates | Vice President | March —June 2021 | Club Membership |
| 3 | Lynne Ireland | Secretary | Club Membership | |
| 4 | John Gilbert | Treasurer | Club Membership | |
| David Skinner | Membership | Club Membership | ||
| Chair | ||||
| 6 | Rob Campbell | Finance Chair | Club Membership | |
| Peter Lloyd- | Service Chair | Club Membership | ||
| Bostock | ||||
| Graham Baldwin |
HttS/ | Club Membership | ||
| Insurance |
| Recei ts and a ments accounts |
Recei ts and a ments accounts |
Recei ts and a ments accounts |
Recei ts and a ments accounts |
Period 1July 2020to 30June | Period 1July 2020to 30June | 2021 | ||
|---|---|---|---|---|---|---|---|---|
| A1 | ~Recei ts | Unrestricted | Restricted | Total | Prior Year | |||
| Donations/grants | 2,135 | 2,135 | 1,694 | |||||
| Gift aid received from HMRC | 2,976 | 2,976 | ||||||
| Bookshop income | 12,708 | 12,708 | 19,509 | |||||
| Lions Fun Run | 545 | |||||||
| Car Rally | 1,533 | 1,533 | 2,895 | |||||
| Christmas Sleigh |
4,228 | 4,228 | 5,443 | |||||
| Christmas Raffle |
2,355 | |||||||
| Easter Raffle | 842 | 842 | ||||||
| Mini bus Income | 1,124 | 1,124 | 5,815 | |||||
| Membership subscriptions |
1,470 | 1,470 | 2,001 | |||||
| Other events | 531 | 531 | 1,327 | |||||
| Bank interest | 3 | 3 | 47 | |||||
| Total receipts | 27,550 | 27,550 | 41,631 | |||||
| AE | ~EEht | |||||||
| Costs incurred in obtaing grants |
||||||||
| Costs incurred in running the |
bookshop | 6,593 | 6,593 | 7,066 | ||||
| Mini Bus Expenditure | running | costs | 2,450 | 2,450 | 4,688 | |||
| Costs to put on Lions | events | 573 | 573 | 1,761 | ||||
| Costs related to other events | 1,350 | |||||||
| Local Charitable Expenditure |
6,785 | 6,785 | 20,845 | |||||
| Lions International | appeals | 1,000 | 1,000 | 1,600 | ||||
| Lions District | 1,360 | 1,360 | 2,900 | |||||
| Community Service |
604 | 604 | 2,901 | |||||
| Defib battery &pad | costs | 724 | 724 | 706 | ||||
| Membership dues |
2,064 | 2,064 | 2,358 | |||||
| Administration costs |
552 | 552 | ||||||
| Misc | 182 | 182 | 347 | |||||
| 513 | Total Payments | 22,887 | 22,887 | 46,522 | ||||
| Net ofreceipts less | payments | 4,663 | 4,663 | |||||
| Transfers between | funds | |||||||
| A6 | Cash Funds last year | end | 15,795 | 14,413 | 30,208 | |||
| A7 | Cash Available this | year | 20,458 | 14,413 | 34,871 | |||
| Cash book balances | ||||||||
| Activities account | 7,023 | |||||||
| Minibus account | 785 | |||||||
| Donations account | 743 | |||||||
| Deposit account | 26,320 | |||||||
| 34,871 |
| Cash funds | B1 | ||
|---|---|---|---|
| Cash book balances | 530/6/2021 | ||
| Other monetary | assets | ||
| Cash held in an | escrow account | ||
| Assets retained | for | use by | |
| Uckfield 5District | Lions | B4 | |
| Mini Bus purchased | 29/6/16 | ||
| Total assets | |||
| Liabilities | B5 |