| SORP reference | ||
|---|---|---|
| Summaryofthe purposesof | Para 1.17 | To create and foster a spirit of |
| thecharity as setout in its | understanding among the peoples of the | |
| governing document | world. By providing voluntary services | |
| through community involvement& | ||
| International co-operation | ||
| Summaryofthe main activities in relationto those |
Para 1.17and 1.19 |
1. Operation of a Pre Used Bookshop. |
| purposesforthe public | 2. Fund raising events usually linked to | |
| benefit, in particular, the | specific donating objectives. | |
| activities, projects or | 3. Not for profit Community Minibus | |
| services identified inthe | Operation. | |
| accounts. | ||
| Statementconfirming | Para 1.18 | |
| whetherthetrustees have | The Trustees have regard to the | |
| had regardtothe guidance | guidance issued by the Charity | |
| issued bythe Charity | Commission on Public Benefit. | |
| Commission on public | ||
| benefit |
| SORP reference | ||
|---|---|---|
| Grant making is managed by the 'Service | ||
| Policy on grantmaking | Para 1.38 | Committee' meeting monthly, investigating requests and reporting to |
| the Business Meeting where donations | ||
| in excess of an agreed amount are | ||
| approved. | ||
| All funds are available for 'Social | ||
| Policy on social investment | Para 1.38 | investment'. The Housebound, Blind, W.T.N. TN22 & |
| including program related | through the District/Zone - Air | |
| investment | Ambulance &disability organisations. |
|
| Through Leos and ROAR, schools and | ||
| youth organisations. |
| The officers, members of thecluband | |||
|---|---|---|---|
| Contribution made by | Para 1.38 | others usetheirtime, expertise, experience andenergyraisingfundsand |
|
| volunteers | supportingthe needy asandwhen | ||
| required. | |||
| To create andfostera spiritof | |||
| Other:- | understanding amongthe peoples of the | ||
| Lions International Objects | world. | ||
| as included in our | |||
| Constitution & Bye Laws. | To promotethe principles ofgood | ||
| governmentandgood citizenship. | |||
| To unitethemembers inthe bonds of | |||
| friendship. Goodfellowshipand mutual | |||
| understanding. | |||
| To provideaforumforthe open | |||
| discussion ofall matters ofpublic | |||
| interest; provided however,thatpartisan | |||
| politics and sectarian religion shall not | |||
| be debated by club members | |||
| ~ | To encourageservice minded people to | ||
| servethecommunitywithout personal | |||
| gainorfinancial reward,to encourage | |||
| efficiency and promote high ethical | |||
| standards in commerce, industry, | |||
| professions, publicworksand private | |||
| endeavours. |
| SORPreference | |||
|---|---|---|---|
| Fund raising events have | been a | ||
| Summaryofthe main achievements ofthe charity, |
Para 1.20 | success.- | |
| identifyingthedifferencethe | |||
| charity'swork has madeto | • The Bookshop, -£23566 | ||
| the circumstancesof its | |||
| beneficiaries and anywider | • Classic carshow& run, | -£2839 | |
| benefitsto societyas a | • Santa's Sleigh, | - £5325 | |
| whole. | • EasterEgg Raffle, | - £1591 | |
| • Family Fun Day, | - £840 | ||
| Exactamounts appearinthe | |||
| Treasurers Report. | |||
| NotforProfitevents:- | |||
| • ProstateTesting | |||
| • BluebellWalk in aid ofSussexAir | |||
| Ambulance. |
| As long as our fund raising activities are | ||
|---|---|---|
| Achievements against | Para 1.41 | enjoyed, occur to plan and income |
| objectives set | exceeds our costs we've done well. | |
| Performance of fundraising | The Bookshop operation has picked up and is now achieving to or better than |
|
| activitiesagainst objectives | Para 1.41 | budget. |
| set | ||
| Investment performance | Para 1.41 | No Investments |
| against objectives | ||
| Other | Donations made:- | |
| local Support - 72% |
||
| District - 19% |
||
| International - 9% |
||
| Exact amounts in the Treasurer's Report |
| Reviewofthe charity's | Para 1.21 | |
|---|---|---|
| financial position at the end | Cash Assets, - £40,675 | |
| ofthe period | Liabilities:- | |
| Bookshop Rent/Rates/Electricity & | ||
| Maintenance. £5,228 | ||
| Statement explainingthe | Para 1.22 | Reserves are retained to:- |
| policy forholding reserves | 1. Finance Minibus replacement at end of | |
| statingwhythey are held | life. | |
| 2. Bookshop Rent, electricity, | ||
| maintenance. | ||
| 3. Fund ROAR, Diabetes/Prostate | ||
| screening OAP Xmas gifts, etc. | ||
| Amountofreserves held | Para 1.22 | £ Shown as Restricted. |
| Reasonsfor holdingzero | Para 1.22 | N/A |
| reserves | ||
| Details offund materially in deficit |
Para 1.24 | None 0 |
| Explanation ofany | Para 1.23 | |
| uncertaintiesaboutthe | Average age of membership and | |
| charity continuing as a going | difficulty recruiting new members. | |
| concern |
| • The Pre-Owned bookshop. | ||
|---|---|---|
| Thecharity's principal | • Raffles. | |
| sources offunds (including | Para 1.47 | • Lions 'Fun Day'. |
| anyfundraising) | • Classic Car Run. | |
| • Other Events | ||
| Investmentpolicy and | ||
| objectives including any | Para 1.46 | No Investments. |
| social investmentpolicy | ||
| adopted | ||
| Adescription ofthe principal | Para 1.46 | An ageing membership. |
| risksfacingthecharity | ||
| None | ||
| Other |
| Description ofcharity's | NIA | |
|---|---|---|
| trusts: | ||
| Type ofgoverning document | Para 1.25 | Constitution & Bye Laws |
| (trust deed, royal charter) | ||
| How isthe charity | Para 1.25 | |
| constituted? | CIO | |
| (e.g unincorporated | ||
| association, CIO) | ||
| Trustee selection methods | Para 1.25 | Trustees are Officers of the club who |
| including details ofany constitutional provisions e.g. election to postorname of any person orbodyentitled |
volunteer to take responsibility. They are proposed at Business Meetings and Elected by vote of the Members provided a quorum is present. The President is |
|
| to appointone ormore trustees |
normally replaced each year. |
| Training is provided each year in May by | ||
|---|---|---|
| MD105SE for those Officers/Trustees | ||
| Policies and procedures | taking up appointment in July | |
| adopted forthe induction | Para 1.51 | -<> |
| andtraining oftrustees | ||
| An International Organisation, in the UK | ||
| The charity's organisational | • Multiple District 105. (MD105) | |
| structure and any wider | Para 1.51 | • District 105SE |
| networkwith whichthe | • Region 3 | |
| charityworks | • Zone B | |
| ICO Reg ZA752848 | ||
| The charity works with the Local | ||
| Relationshipwith any related parties |
Para 1.51 | Authority, Commercial Partners and others who share the same values. |
| Other | Risk Management and Health & Safety | |
| considerations are implicit in all the | ||
| club's activities. |
| Charity name | UCKFIELD & DISTRICTLIONS CLUB (CIO) |
|---|---|
| Other name the charity uses | UCKFIELD LIONS CLUB |
| Registered charity number | 1181177 |
| Name of person (or | ||||
|---|---|---|---|---|
| Trustee name | Office (if any) | Dates acted if not for whole year |
body) entitled to appoint trustee (if |
|
| any) | ||||
| 1 | Keith Mates | President | Club Membership | |
| 2 | Lynne Ireland | Hon Secretary | » Club Membership | |
| 3 | John Gilbert | Treasurer | Club Membership | |
| 4 | David Skinner | Membership Chairman |
Club Membership | |
| 5 | RobCampbell | Finance Chairman |
Club Membership | |
| Graham | Service | Club Membership | ||
| 6 | Baldwin | Chairman plus H&S.& |
||
| Insurance | ||||
| 7 | ||||
| 8 | ||||
| 9 | ||||
| 10 |
| Description ofthe assets | |
|---|---|
| held inthis capacity | Funds donated specifically, are converted to cash and |
| presented toThe Uckfield Housebound Club. | |
| Nameand objects ofthe | |
| charity on whose behalfthe | |
| assets are held and howthis | The Uckfield Housebound Club |
| fallswithinthecustodian | "' |
| charity's objects | |
| Details ofarrangementsfor | |
| safecustodyand | MembersofUckfield & District Lions Clubare also Officers |
| segregation ofsuch assets | ofThe Uckfield Housebound and ensure the transferof |
| fromthe charity's own assets | funds in cash. |
| Uckfield& District Lions Club...(CIO) |
I I |
7 | |||
|---|---|---|---|---|---|
| Registere I----,...:;: d Charity number 1181177 |
|||||
| Report 1 [7/22-30/6/23 |
|||||
| -------, | I | ||||
| -- | |||||
| Reciepts and Payments accounts |
**Period ** | 1 July 2022 to 30 June 2023 | |||
| - - |
-- | 1 mer |
|||
| L__ IAl |
Unrestricted restricted Year I Christm Carrally Giftaid Receipts 1 Donations 2,802 I I 3,438 a, sin 135 [ 4,355 1o02/ 3,389 owe 7ml 1»» |
||||
| Booksho Christm Easterra Lionsda Beacon Minibus pincomeI 2so6] 21,227/ asraffle o -I 469 ffle E 2,280 I 887 vs 2010 + 433 BBQ --0-,-------;,-- 1,251j Income 4,497 I 4,448 |
|||||
| Subscrip Othere ---------------- tions 2,110 vents 983 |
- - 1,855 I 1,132 |
||||
| Bankint erest |
289 | ,----'--4-, | |||
| I | Total re ceipts |
44,115 5,182 47,173 _......___ ;-I-- |
|||
| IA3 | I | Expenditure | |||
| Costs incurred in runningthe bookshop costs incurred in runningthe minibus CostofLionsfundraisingevents Costs relatedtootherevents L--- |
7,150 ----, 7,735 2,462 407 I 6,564 1 4,483 1 1,743l ----r-----1 701 |
||||
| Local charitableappeals CommunityCharitableactivities |
12,823 5,095 6,000/ 17,335 1 14go |
||||
| LCIFappeals '--- -- Membership dues |
2,250 2,725 |
,- 1,860 --1 1,917 |
|||
| Welfare Website Administrationcosts MISC |
137 251 508 268 |
j- ---1- 483 I __1_0_9-, |
|||
| Total Payments | 41,811 | 6,000 42,855 |
|||
| I | |||||
| I | Net of receipts less payments | 2,304 -- |
- 818 I |
||
| Transfer between funds | 0 | o] - |
|||
| A6 | Cash Funds last year end | 27,516 | 11,673] | ||
| A7 | Cash available this year | I | 29,820 | 10,8551 | |
| I | Bank balances | __J | |||
| 1 | Activities account | 1,577 | I | ||
| 1 | Donationsaccout | 282 | I | ||
| Depositaccount | 38,816 | _I | |||
| 40,675 | |||||
| -I | |||||
| I | I | ||||
| I | I |