## for the period ~~1 July 2024~~ Horsham Lions Club CIO Period start date ~~30 June 2025~~ Charity No 1183334 ## 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 benefit, in particular,
the activities, projects or services
identified in the accounts.|Para 1.17 and
1.19|Charitable payments as follows:
Chestnut Tree House £500
LCIF Requests £500
Payment for Xmas vouchers £3021
Air Ambulance £2808
The Samaritans £2500|| |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|| |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||| Charity Accounts templates – Trustees’ annual report for the period October 2016 2 of 10 |||| |---|---|---| |||| ||SORP
reference|| |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. We purchased a card reader
this year which helped improve monies raised at
or Supermarket collections.
**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 Phoenix Stroke Club**
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 Charity Accounts templates – Trustees’ annual report for the period October 2016 3 of 10 |||| |---|---|---| |||| |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 took place in its usual month
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.| |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|| |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 Phoenix Stroke Club,
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| Charity Accounts templates – Trustees’ annual report for the period October 2016 4 of 10 |||| |---|---|---| |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.| ## 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 £3144
Swimarathon £6416
Santa house to house collections £1027| ||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.| |||| |---|---|---| |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 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: Charity Accounts templates – Trustees’ annual report for the period October 2016 5 of 10 |||| |---|---|---| |||| ||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 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||| |Reference and Administrative details||| |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 Charity Accounts templates – Trustees’ annual report for the period October 2016 6 of 10 1 |||||| |---|---|---|---|---| |||||| |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|| |Anthony Gellett|President||Club Members|| |Miles Loveday|Trustee||Club Members|| |Tom Osborne|Trustee||Club Members|| |Ian Coker|Trustee||Club Members|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| 2 3 4 5 6 Charity Accounts templates – Trustees’ annual report for the period October 2016 7 of 10 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 8 of 10 ## 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|||| |||||| |||||| |||||| |||||| |||||| |||||| |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 Charity Accounts templates – Trustees’ annual report for the period October 2016 9 of 10 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 Charity Accounts templates – Trustees’ annual report for the period October 2016 10 of 10 Signature(s) David Trowbridge Full name(s) Treasurer Position (eg Secretary, Chair, etc) Date 2 July 2025 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 2025, 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 2025 and of the state of affairs of the Trust as at that date. Signed by:…………………… Date…………………………… Full Name………………….. Address…………………….. …………………………………. …………………………………. …………………………………. **Page 5**