for the period
~~1 July 2023~~ Horsham Lions Club CIO Period start date
~~30 June 2024~~ Charity No 1183334
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 benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Charitable payments as follows: LIBRA £509 LCIF Requests £500 Payment for Xmas vouchers £2837 Air Ambulance £2408 The Samaritans £4000 |
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| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
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 benefit |
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 on accordingly. |
| 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 in achieving all we do. |
| Other |
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| SORP reference |
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| 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. |
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 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 beneficiaries. Xmas vouchers.These are given to families identified by the local Social Services as needing assistance. Donations to organisations and Individuals.Many people helped at a time of need through our numerous donations. The Samaritans This was our charity for our annual Swimarathon and the funds will be used by them to improve the service to their clients |
| All donations are made in response to direct/indirect requests made by individuals to the club either in person or via the clubs website. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
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| Achievements against objectives set | Para 1.41 | The Lions look to receive over £3000 from our Christmas collections o assist with the payment for the Christmas parcels. This was met this year. The annual Swimarathon tookplace in its usual month |
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| of March and was extremely popular with our target of £5000 being met. A few new ventures were undertaken in the last 12 months which it is hoped will continue. |
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| 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 is fully spent on worthycauses. |
| Investment performance against objectives |
Para 1.41 | n/a |
| Other | ||
| Financial Review | ||
| SORP reference |
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| Review of the charity’s financial position at the end of the period |
Para 1.21 | The financial situation at the end of the current financial position is strong. We have sufficient to pay for forthcoming expenses such as Christmas where we have to buy vouchers 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 attended to within the next 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 vouchers 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 |
| Details of fund materially in deficit | Para 1.24 | n/a |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | The main concern are the numbers of active members and their ages which may cause problems shortly unless we can recruit some newyoungerpeople tojoin. |
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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 £2652 Swimarathon £5587 Santa house to house collections £1089 |
| Para 1.46 | n/a | |
| A description of the principal risks facing the charity |
Para 1.46 | See 1.23. We have funds, an active membership, and plans for activities throughout 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 members in thepipeline. |
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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 name of any person or body entitled to appoint one or more trustees |
Para 1.25 |
Elected from Club membership |
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 charity works |
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
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| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|
| Clare Wilson | Secretary | Club Members | ||
| David Trowbridge | Treasurer | Club Members | ||
| Miles Loveday | President | Club Members | ||
| Tony Gellett | Trustee | Club Members | ||
| Tom Osborne | Trustee | Club Members | ||
| Gordon Hoare | 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 |
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| Funds held as custodian trustees on behalf of others | ||||
| Description of the assets held in this capacity |
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 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
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Signature(s) David Trowbridge Full name(s) Treasurer Position (eg Secretary, Chair, etc)
Date 7 August 2024
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 2024, 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 2024 and of the state of affairs of the Trust as at that date.
Signed by:……………………
Date……………………………
Full Name…………………..
Address……………………..
………………………………….
………………………………….
………………………………….
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