Section C: Notes to the accounts Trustees’ annual report for the period
~~1 July 2022 30 June 2023~~ Period end date Charity nameHorsham Lions Club CIO Charity No 1183334 (if any) Period start date
Objectives and Activities
| Objectives and Activities | Objectives and Activities | Objectives and Activities | ||
|---|---|---|---|---|
| SORP reference |
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| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Cash donations to International, National and Local charities and to good causes in the Horsham, West Sussex area |
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| Summary of the main activities in relation to those purposes for the public beneft, in particular, the activities, projects or services identifedin the accounts. |
Para 1.17 and 1.19 |
Charitable payments as follows: Horsham Matters £1000 LCIF Requests £750 Payment for Xmas toy and food parcels £2600 Air Ambulance £1800 The Samaritans£500 |
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| Statement confrming whether the trustees have had regard to the guidance issued by the Charity Commission on public beneft |
Para 1.18 | In dealing with the CIO Funds, the Trustees are mindful and give full regard to the guidance issued by the Charity Commission with regards to public beneft |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
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|---|---|---|
| Policy on grant making | Para 1.38 | Each case requesting assistance is considered by all members and voted onaccordingly. |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | Without the assistance of volunteers our Lions Club would be severely hampered inachieving all we do. |
| Other |
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| SORP reference |
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| Summary of the main achievements of the charity, identifying the diference the charity’s work has made to the circumstances of its benefciaries and any wider benefts to society as a whole. |
Para 1.20 | It can be seen from the Objectives and Activities section that our charity has been active over the last 12 months. Activities are picking up following the pandemic, although we have noticed a lack of available cash when we do our collections. . I will expand on each of the payments and explain how it has assisted the various benefciaries. Horsham Matters. This is a charity that deals with feeding and caring for the homeless or vulnerable in our community. The money has gone towards food bank for those afected through the cost of living crisis. Xmas toys and parcels .Toys are purchased for children identifed by the local Social Services as needing assistance. These were added to food parcels for needy families-about 60 families assisted. Donations to organisations and Individuals .Many people helped at a time of need through our numerous donations. |
Additional information (optional)
You may choose to include further statements where relevant about:
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|---|---|---|
| SORP | ||
| reference | ||
| Achievements against objectives set |
Para 1.41 | No objectives set, but fgures raised at in the last 12 months were encouraging. The annual Swimarathon took place in its usual month of March and was extremely popular. A few new ventures were undertaken in the last 12 months which it ishopedwillcontinue.N |
| Performance of fundraising activities against objectives set |
Para 1.41 | No fund raising objective set as this is such an unpredictable activity as far as income is concerned. Any income raised isfully spenton worthy causes. |
| Investment performance against objectives |
Para 1.41 | n/a |
| Other | ||
| Financial Review | ||
| SORP reference |
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| Review of the charity’s fnancial position at the end of the period |
Para 1.21 | The fnancial situation at the end of the current fnancial position is strong. We have sufcient to pay for forthcoming expenses such as Christmas where we have to buy food and toys before we collect monies at Supermarkets or Santa collections. The balance is higher than we would like, but funds need to be paid out to our charity for the Swimarathon, The Samaritans, but we have been hampered by some late teams sending in funds and sponsorship forms. This will be attendedtowithin thenext month. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | See above. Some £3000 is retained for Christmas expenses for the food and toy parcels for the local families in need, and for day to day requests for assistance. |
| Amount of reserves held | Para 1.22 | £5000 |
| Reasons for holding zero reserves |
Para 1.22 | n/a |
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| Details of fund materially in | Para 1.24 | n/a |
| defcit | ||
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | There are no concerns in this respect. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
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|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Supermarket collections £2875 Swimarathon £4941 Santa house to house collections £737 |
| Para 1.46 | n/a | |
| A description of the principal risks facing the charity |
Para 1.46 | No risks evident at the moment. We have funds, an active membership, and plansforactivitiesthroughout the year. |
| Other | The continuance of Horsham Lions Club is always reliant on having enough members to run it. We have an aging membership with some having done between 25-40+ years in the Lions. We have 15 active members having increased the membership in the last 12 months with other potential new membersin the pipeline. |
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| Structure,Governance and Management | ||
| Description of charity’s trusts: |
SORP reference |
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| Type of governing document (trust deed,royal charter) |
Para 1.25 | Trust Deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or |
Para 1.25 | Elected from Club membership |
| Description of charity’s | SORP | |
|---|---|---|
| trusts: | reference | |
| Type of governing document | Para 1.25 | Trust Deed |
| (trust deed,royal charter) | ||
| How is the charity | Para 1.25 | CIO |
| constituted? | ||
| (e.g unincorporated | ||
| association, CIO) | ||
| Trustee selection methods | Para 1.25 | Elected from Club membership |
| including | ||
| details of any | ||
| constitutional provisions | ||
| e.g. election to post or |
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name of any person or
body entitled to appoint one or more trustees
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
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|---|---|---|
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | All are experienced members having been with the club for many years |
| The charity’s organisational structure and any wider network with which the charityworks |
Para 1.51 | The Charity works within the structure laid out by the Lions and the Charity Commissioners |
| Relationship with any related parties |
Para 1.51 | N/A |
| Other |
| Charity name | Horsham Lions Club |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1183334 |
| Charity’s principal address | Bryher, Pondtail Drive, Horsham, West Sussex RH12 5HY |
Names of the charity trustees who manage the charity
| Trustee name | Ofce (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|
| Clare Wilson | President | Club Members | |
| David Trowbridge | Treasurer | Club Members | |
| Miles Loveday | Trustee and 1stVP | Club Members | |
| Tony Gellett | Trustee | Club Members | |
| Tom Osborne | Trustee | Club Members |
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Jane Wicks Trustee
Club Members
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Reference and Administrative details (cont)
Corporate trustees – names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year |
Dates acted if not for whole year |
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|---|---|---|---|---|
| Funds held as custodian trustees on behalf of others | ||||
| Description of the assets held in this capacity |
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| Name and objects of the charity on whose behalf the assets are held and how this falls within the |
Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the
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custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees
Signature(s)
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David Trowbridge Full name(s) Treasurer Position (eg Secretary, Chair, etc)
Date 26 July 2023
Charity Accounts templates – Trustees’ annual report for the period
October 2016
HORSHAM LIONS CLUB cio Independent Auditors Report I have examined the accounts and statements relating to the financial year ended 30 June 2023, together with the records of the Trust. In my opinion these statements and accounts show a true and fair view of the financial transactions for the year ended 30 June 2023 and of the state of affairs of the Trust as at that date. Signed by: ACMA y j*cI(Ad L AdM,-I( r& 2317113 Full Name.....-. Address..... Lfc ULI Itors (Hi23¥W Page 5