Trustees’ Annual Report for the period
From 01/07/2021 Period start date To 30/06/2022 Period end date Charity name: CONINGSBY & TATTERSHALL LIONS CLUB
Charity registration number: 1183298
Objectives and Activities
| Objectives and Activities | |
|---|---|
| Summary of the purposes of the charity as set out in its governing document |
The objects of the Club are such purposes as are exclusively charitable in England & Wales; including encouraging service-minded people to serve their community without personal reward; supporting youth to develop their skills, capacities and capabilities; promoting the Voluntary Sector for the public benefit; the relief of poverty and the relief of those in need; promoting for the benefit of the public the conservation, protection and improvement of the physical and natural environment. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
The Club maintains a Local Nature Reserve with the active assistance of several volunteers; a weekly youth club, for 12-18 year-olds; and runs a Community venue which includes regular Coffee & Chat mornings for Senior Citizens. Welfare grants are provided, in confidence, for those in need. Members continue to deliver Prescriptions and, where necessary, food for those unable to leave home. A small local business grant was also obtained to help provide food for Families who were known to be in financial distress. The Club organised, and funded, a free Fun Day for Children and a free Community Tea Party, with Entertainment, as part of the Queen’s Jubilee Events |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
The Club’ s aim is to always provide benefit for the Community. Entry costs at fundraising events are kept low in order to enable and encourage participation; other activities are run on a non-profit basis. This year, following the lifting of Covid restrictions, members were able to reintroduce most of our regular activities; the Club continued to help the Community wherever possible. |
Additional information
| Policy on grant making | The Club has a Grant making Policy; Trustees apply funds at their discretion, making grants where they believe that their contribution will make a real difference. |
| Policy on social investment including program related investment |
The Club runs a free Youth club for 12-18 year-olds; it maintains a Local Nature Reserve, open to the Public; it also runs a Community venue. The Club provides funding for Community Welfare needs. |
| Contribution made by volunteers | The Club has 33 adult members and 18 youth members, all of whom, together with family members, help at various activities. Several other volunteers help to maintain the Local Nature Reserve. |
| Other | Members who regularly come into contact with young or vulnerable people are DBS checked. |
Achievements and Performance
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
The Local Nature Reserve maintained for Public access. A Community venue run under a non-profit basis. A Youth Club that encourages volunteering and community service. Escorting Santa’s Sleigh around the housing estates during December. Providing funds to the local schools to enable full participation in extra-curriculum activities by all pupils. Providing funds, in confidence, for needy individuals and families. Providing a daily prescription delivery service for those unable to leave their home. Providing food for Families in need. Members volunteered to help at the local Hospital. Providing affordable family events to encourage socialising and improve moral. |
Additional information
| Achievements against objectives set | The Club plans a range of activities, including free, non-profit and low cost events. However, this year’s Pantomime, was deemed too much of a community risk due to Covid-19. Members remained flexible and continued to help the Community on a purely voluntary basis. |
|---|---|
| Performance of fundraising activities against objectives set |
Unfortunately, fundraising activities were still somewhat curtailed by Covid-19 concerns. |
| Investment performance against objectives |
The Club does not invest its funds, these are used to support the Community. |
| Other | With the expectation that, in future, Covid-19 will not have a serious impact on the Community, the Club has prepared for all its regular activities for the next financial year. |
Financial Review
| Financial Review | |
|---|---|
| Review of the charity’s financial position at the end of the period |
The Club remains sound financially; it was able to restart most activities previously cancelled due to Covid-19 and continued to receive small public donations which supplemented own funds, enabling all necessary charitable expense. |
| Statement explaining the policy for holding reserves stating why they are held |
Most funds are dispersed annually; sufficient funds are retained to cover one years known fixed expenses. |
| Amount of reserves held | £5000 |
Additional information
| The charity’s principal sources of funds (including any fundraising) |
The principal source of funds is fundraising events however, additionally this year, a small local business grant and some public donations were received. |
|---|---|
| Investment policy and objectives including any social investment policy adopted |
Funds are used to support the community. The primary aim of the Club is to support and improve facilities available to the community. |
| A description of the principal risks facing the charity |
The principle risk is that people would no longer volunteer to give their time for no personal benefit. |
Structure, Governance and Management
| Description of charity’s trusts: | |
|---|---|
| Type of governing document | Constitution, adopted 8thMay 2019 |
| How is the charity constituted? | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
There are 4 ex-officio Trustees; Club President, Immediate Past President, Secretary and Treasurer. There are 5 other Trustees voted in by Club members. All Trustees serve a one-year term but can be reselected. |
Additional information
| Policies and procedures adopted for the induction and training of trustees |
Trustees are issued with documented guidance about their role and responsibilities. Verbal explanations are provided when appropriate. |
|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
The Charity is a democratic Club of volunteers organised by elected Club Officers. The Club is a member of a democratic world-wide association of similar Clubs. |
| Relationship with any related parties | The Club maintains a good relationship with local government and other charitable groups |
Reference and Administrative details
| Charity name | CONINGSBY & TATTERSHALL LIONS CLUB |
|---|---|
| Registered charity number | 1183298 |
| Charity’s principal address | 65 High Street Tattershall Lincoln LN4 4NN |
| Names of the charity trustees who manage the charity | Names of the charity trustees who manage the charity | Names of the charity trustees who manage the charity | Names of the charity trustees who manage the charity | Names of the charity trustees who manage the charity | Names of the charity trustees who manage the charity | ||
|---|---|---|---|---|---|---|---|
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
||||
| 1 | Geoff Herberts | President | ex-officio | ||||
| 2 | Patricia Phillips | Secretary | ex-officio | ||||
| 3 | Michael Phillips | Treasurer | ex-officio | ||||
| 4 | Neil Marshall | Past President | ex-officio | ||||
| 5 | Brian Haskett | Club Members | |||||
| 6 | WallyGoldspink | Club Members | |||||
| 7 | Anne Simons | Club Members | |||||
| 8 | Mick Bryant | Club Members | |||||
| 9 | JudyGibbons | Club Members |
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| Geoff Herberts | Michael Phillips | |
| Chair | Treasurer | |
| 11/07/2022 | ||
| 11/07/2022 |
| Charity Name No (if any) CONINGSBY & TATTERSHALL LIONS CLUB 1183298 Receipts andpayments accounts Period start date To Period end date 01/07/21 30/06/22 For the period from |
Charity Name No (if any) CONINGSBY & TATTERSHALL LIONS CLUB 1183298 Receipts andpayments accounts Period start date To Period end date 01/07/21 30/06/22 For the period from |
Charity Name No (if any) CONINGSBY & TATTERSHALL LIONS CLUB 1183298 Receipts andpayments accounts Period start date To Period end date 01/07/21 30/06/22 For the period from |
CC16a |
|---|---|---|---|
| For the period from |
Period start date 01/07/21 |
To |
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts Fundraisingactivities 10,673 Members Social activities 3,585 CommunityService activities 650 Lions Den rent 1,733 Covid-19grants 2,667 Grants & Donations 3,122 22,430 - - Sub total - Total receipts 22,430 A3 Payments Membership subscriptions 2,256 Fundraising activities 1,496 Members Social activities 1,437 Community Service activities 1,602 Lions Den maintenance & Utilities 8,330 Pingle LNR maintenance 510 Covid-19 welfare activities - Charitable & Welfare donations 10,703 - Sub total 26,334 - - Sub total - Total payments 26,334 Net of receipts/(payments) - 3,904 A5 Transfers between funds - A6 Cash funds last year end 48,484 Cash funds this year end 44,580 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ |
Last year to the nearest £ |
| - - - - - - - |
- | 10,673 3,585 650 1,733 2,667 3,122 22,430 |
1,555 | |
| - | 200 | |||
| - | 600 | |||
| - | 127 | |||
| - | 19,003 | |||
| - | 4,309 | |||
| - | 25,794 | |||
| - - - |
- | - - - |
||
| - | - | |||
| - | - | |||
| 22,430 | ||||
| - | - | 25,794 | ||
| - - - - - - - - - - |
- | 2,256 1,496 1,437 1,602 8,330 510 - 10,703 - 26,334 |
2,078 | |
| - | 109 | |||
| - | 93 | |||
| - | 600 | |||
| - | 2,315 | |||
| - | 1,165 | |||
| - | 1,800 | |||
| - | 4,165 | |||
| - | - | |||
| - | 12,325 | |||
| - - - |
- | - - - |
||
| - | ||||
| - | - | |||
| - | - | 26,334 | 12,325 | |
| - - - - |
- | - 3,904 - 48,484 44,580 |
13,469 | |
| - | - | |||
| - | 35,015 | |||
| - | 48,484 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Lloyds Bank account Details Details Details Details Signature Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 44,580 - - - - - 44,580 - OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name G HERBERTS C M PHILLIPS Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Endowment funds |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
|||
| G HERBERTS | 11/07/22 | ||
| C M PHILLIPS | 11/07/22 |