## 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||| |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|| |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|| |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|| |---|---|---| |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||| Charity Accounts templates – Trustees’ annual report for the period October 2016 2 of 9 |||| |---|---|---| ||SORP
reference|| |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: Charity Accounts templates – Trustees’ annual report for the period October 2016 3 of 9 |3 of 9||| |---|---|---| ||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|| |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| Charity Accounts templates – Trustees’ annual report for the period October 2016 4 of 9 |4 of 9||| |---|---|---| |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|| |---|---|---| |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.| |Structure,Governance and Management||| |Description of charity’s
trusts:|SORP
reference|| |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||| Charity Accounts templates – Trustees’ annual report for the period October 2016 5 of 9 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|| |---|---|---| |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| Charity Accounts templates – Trustees’ annual report for the period October 2016 6 of 9 Jane Wicks Trustee Club Members 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Charity Accounts templates – Trustees’ annual report for the period October 2016 7 of 9 ## 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||| |---|---|---|---|---| |||||| |||||| |||||| |||||| |||||| |||||| |Funds held as custodian trustees on behalf of others||||| |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||||| 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 Charity Accounts templates – Trustees’ annual report for the period October 2016 8 of 9 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) Charity Accounts templates – Trustees’ annual report for the period October 2016 9 of 9 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