## **Trustees’ Annual Report for the period**
**From 01/07/2024 Period start date To 30/06/2025 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 the age group 12-18 years 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 for those
unable to leave home. The Club also provides food
and household items for Families who are known to
be in financial distress.|
|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. Members have now been able to introduce
some new regular activities; the Club continues 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 30 adult members and 10 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 volunteer to help at the local Hospital.
Providing affordable family events to encourage
socialising and improve moral.||
## **Additional information**
|Achievements against objectives set|The Club has refreshed its range of activities,
including new, non-profit and low cost events.
Members maintain a flexible approach to needs and
continue to help the Community on a purely
voluntary basis.|
|---|---|
|Performance of fundraising activities
against objectives set|Fundraising activities continue to be well supported
by the Community; new events have proved popular.|
|Investment performance against
objectives|The Club does not invest its funds, these are used to
support the Community.|
|Other|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 decided
to offer some new events to replace some old events
and continues to receive small public donations
which supplements 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 Beneficiary
and some Business donations were received. An
annual GASDS claim is received from HMRC.|
|---|---|
|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(if any)**||
|||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|Jeff Pitcock|||Club Members||
|||6|WallyGoldspink|||Club Members||
|||7|Anne Simons|||Club Members||
|||8|TonyGibbons|||Club Members||
|||9|Simon Burr|||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)**
Geoff Herberts
Michael Phillips
**Position (eg Secretary,**
**Chair, etc)**
Chair
Treasurer
**Date**
16/09/2025|**The trustees declare that they have approved the trustees’ report above.**
**Signed** **on behalf of the charity’s trustees**
**Signature(s)**
**Full name(s)**
Geoff Herberts
Michael Phillips
**Position (eg Secretary,**
**Chair, etc)**
Chair
Treasurer
**Date**
16/09/2025|**The trustees declare that they have approved the trustees’ report above.**
**Signed** **on behalf of the charity’s trustees**
**Signature(s)**
**Full name(s)**
Geoff Herberts
Michael Phillips
**Position (eg Secretary,**
**Chair, etc)**
Chair
Treasurer
**Date**
16/09/2025|
|---|---|---|
||||
||||
||Geoff Herberts|Michael Phillips|
||||
||Chair|Treasurer|
||16/09/2025||
||16/09/2025||
|**Charity Name**|||**No (if any)**|**No (if any)**|||
|---|---|---|---|---|---|---|
|**CONINGSBY & TATTERSHALL LIONS CLUB**||||1183298|||
|**Receipts andpayments accounts**||||||**CC16a**|
||Period start date|||Period end date|||
|**For the period from**|01/07/24|**To**||30/06/25|||
## **Section A Receipts and payments**
|**Section A Receipts and payments**|**Section A Receipts and payments**|||||
|---|---|---|---|---|---|
|**Unrestricted funds**
**to the nearest £**
**A1 Receipts**||**to the nearest £**
**Restricted**
**funds**|**to the nearest £**
**Endowment**
**funds**|**Total funds**
**to the nearest £**
16967
4056
0
2591
4604
**28,218**|**Last year**
**to the nearest £**|
|Fundraisingactivities|16967
4056
0
2591
4604|**-**
**-**
**-**
**-**
**-**
**-**|**-**||**16,432**|
|Members Social activities|||**-**||4277|
|CommunityService activities|||**-**||**635**|
|Lions Den rent|||**-**||2685
2850|
|Grants & Donations|||**-**|||
|**_Sub total_**_(Gross income for AR)_|**28,218**||**-**||**26,879**|
|||||||
|**A2 Asset and investment sales,**
**(see table).**||**-**
**-**
**-**||||
||**-**||**-**|**-**
**-**
**-**||
||**-**||**-**||**-**|
|**_Sub total_**|**-**||**-**||**-**|
|**_Total receipts_ 28,218**
**A3 Payments**||||||
||**28,218**|**-**|**-**|**28,218**|**26,879**|
|||||3029
7007
1724
161
5478
1150
13131
**31,680**|2961
6927
1556|
|
Membership subscriptions|3029
7007
1724
161
5478
1150
13131|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**-**|||
|Fundraising activities|||**-**|||
|Members Social activities|||**-**|||
|Community Service activities|||**-**||**808**|
|Lions Den maintenance & Utilities|||**-**||5585
60
10147|
|Pingle LNR maintenance|||**-**|||
|Charitable & Welfare donations|||**-**|||
|**_Sub total_ **|**31,680**||**-**||**33,498**|
|||||||
|**A4 Asset and investment**
**purchases,(see table)**||**-**
**-**
**-**||||
||**-**||**-**|**-**
**-**
**-**||
||**-**||**-**|||
|**_Sub total_ **|**-**||**-**||**-**|
|**_Total payments_ 31,680**
**_Net of receipts/(payments)_ - 3,462**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**_Cash funds this year end_**
31860||||||
||**31,680**|**-**|**-**|**31,680**|**33,498**|
|||||||
||**- 3,462**|**-**|**-**|**- 3,462**
**-**|**- 6,619**|
||**-**|**-**|**-**||**-**
35322|
||31860|**-**
**-**|**-**|31860||
||||**-**|||
## **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
(agree balances with receipts and payments account(s))
**Details**
**Details**
**Details**
**Details**
Signature
**_Total cash funds_**|**to nearest £**
31860
**Unrestricted**
**funds**|**to nearest £**
31860
**Unrestricted**
**funds**|
|---|---|---|---|
||||**-**|
|||**-**|**-**|
|||**-**|**-**|
|||**31,860**|**-**|
|||OK||
|||**to nearest £**
**Unrestricted**
**funds**||
|||**-**|**-**|
|||**-**|**-**|
|||**-**|**-**|
|||**-**|**-**|
|||**-**|**-**|
|||**-**|**-**|
|||**Fund to which**
**asset belongs**||
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
|||**Fund to which**
**asset belongs**||
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
|||**Fund to which**
**liability relates**||
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
|||C M PHILLIPS||
## **Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
**Report to the trustees/ members of** CONINGSBY & TATTERSHALL LIONS CLUB
**On accounts for the year ended** 30/06/2025 **Charity no (if any)** 1183298
**Set out on pages** CC16a Sections A,B
)
## **Responsibilities and basis of report**
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30/06/2025
As the charity trustees of the Trust, you are responsible for the preparation of the 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 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 ( ~~other than that disclosed below *~~ ) in connection with the examination which gives me cause to believe that in, any material respect:
- accounting records were not kept in accordance with section 130 of the Act or
- the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
* _Please delete the words in the brackets if they do not apply._
## **Signed: J a ward**
## **Date: 16.9.25**
## **Name: Mrs J A Ward**
**Relevant professional qualification(s) or body (if any):**
**Address: 41 Dogdyke Road, Coningsby, LN4 4TB**
**October 2018**
1
**IER**