**Kendal and District Lions Club (CIO) Trustee (2) Thursday 25[th] Sept 2025 – 7pm Presidents Home Sept 2025**
## **Summary of Seminar held at Stone Cross Manor Hotel last Sunday**
## **Trustees’ Responsibilities.**
According to the Charity Commission (CC) – Ensuring good Governance and Compliance from the 1[st] of October:
All members should have Photo ID cards.
1. Side One: Photo and Name.
2. Side Two: Club Name, Charity No. & Contact details. ( Face book Page/email address)
## **Treasure Replacement.**
Irene is stepping down after 16/18 years as Treasurer, it has become a bit much. So to ease pressure, we considered how we would implement gradual change to see how much other members can be involved, and allowed, by the bank, to help out.
**If we do not have a treasure, we cannot have a shop or even a club. We would have to disband.** Information is being looked into to find an appropriate ‘Outsider’, if no one comes forward.
We started to form a job description of the Treasurer’s activities.
How it works at moment.
1. Pay cash/cheques into bank – over counter into our account.
2. Paying a bill/ paying a donation to -- by BACS, via the internet on the Bank APP.
3. Keeping a record of both these activities either on Paper or via APP.
4. Producing this to members each month, on an Excel set of sheets.
5. Setting up an account Report at end of Lions Year Using Excel.
Having access to our (business) account, and 2 savings accounts with Pass words etc, etc.
To update treasures members/new ones, we have to go ON LINE to sign in and provide a signature. Irene suggests wo do it one evening together.
One person to be Volunteered/asked to have access to accounts if the treasurer is indisposed for any reason, asap. As the club accounts need to ‘carry on’.
Then that person will be in a position to take over at the end of the Lion Year in July 2026. With some experience under their belt.
Liz felt it appropriate to inform us at this moment to announce she is a trustee of Kentdale Scouts.
## **SAFEGUIDING**
Risk Assessment. For the Shop.
We were reminded that a lot of items need to be looked at each year, at various times including:
|||IN
PLACE|TO
UPDATE|
|---|---|---|---|
|1. Fire Assembly point,Piza Expresspato area.||√||
|2. Books to be carried upstairs in bags,so thatyou can hold onto Handrail.||√||
|3. Use or Ketle/scoldingrisk.||||
|4. Book cleaning,no use of infammable liquids,also a landlord|requirement
.|||
|
5. Is there a list of**‘First Aid’** box contents.||||
|6. A monthlycheck of**‘First Aid’** box contents,List.||||
|7. A**Fire Extnguisher List** andpositon within Unit.||||
|8. A**Fire Extnguisher** yearlycheck,byan engineer Co.||√||
|9.
RA of any reasonable measures taken to support individuals volunteering
within our shop.||||
|10. List of Volunteers and Members, that they have read any update of our
RA,Safeguarding policy,Behaver standards documents.||||
|11.
Is there an**Accident Book** available to be flled in, when appropriate.||||
|12. Is any **Accident Photocall** followed,informingPresident/Secretary.||||
|13. From 1stOctober 2025, All Members and volunteers are to provide at least
2 emergencyNames and Nos. for the club to contact in an Emergency.||||
|14.
Has each Volunteer got a contact Name/No. to contact to report there are
unable to atend or illness for that day?||||
It is advisable to make up an official ‘ Operational Document ‘ to give out to new starters and existing members, stating:
- 1) Fire Exit and Muster Point.
- 2) Toilet Position/and cleanliness of it.
- 3) Position of RA folder.
- 4) Talk through general Safety Procedures that are in RA Folder.
Liz Has asked for a list to be made up of all our DBS info, Including:
- 1) Name
- 2) Certificate No.
- 3) Most recent date of Issue.
- 4) Date it Runs Out.
PLEASE pass this onto Liz at your earliest Convenience.
CRC – 2. Trustee Sept 2025 – Upgrades Meeting
## Kendal & District Lions Club (CIO
## A Member of Lions Clubs International - District 105
Chartered in Kendal in 1974
Charitable Incorporated Organisation No 1183427
## **Income and Expenditure Account**
|**Year ended 30th June**
Balance brought forward
**Welfare**
Christmas
Sale of Christmas Float
Book Sales
Kendal Bid Refund
Bucket Donations
Other Donations
Sale of Goods in Book Shop
Fund Raising Events
Message in a bottle
Dementia Resources
Refund Lottery licence
**Savings**
Bank Interest
**Admin**
Member Subscription
Gift Aid claimed
Tail Twister
Sundry Goods in Book shop
Donations
Charter & Socials
Postage repaid
Social account closure
**Welfare**
Grants and Donations
Christmas Float Expenses
Dementia Resources
Hospital Garden
Message in a Bottle
Insurances
Travel Expenses
**Expenses**
**Receipts**|£16,459.34
£2,375.83
£1,157.34|**2025**
£23,308.01
£356.57
£26,360.39
£73.92
£150.00
£388.70
£636.75
£25.00
£461.00
£20.00
£201.57
£685.00
£894.95
£79.21
£9.50
£261.80
£1,887.00
32,491.36
£
55,799.37
£
£19,992.51
£5.00
£108.50
£307.00|
|---|---|---|
||||
|Publicity & Promotion
Youth & Peace poster
Stotage Unit Rent
Mint Cake
Poppies
Fundraising & Sundry Expenses
Book shop expenses
**Admin**
LCI fees
Information Commissioners Office
Lottery Licence
Postage/Stationery
Transport re specs
Charter & Socials
Sundry
Peace Poster packs
Membership
**Balance as at 30th June 2025**
**Balances per banks 30/6/25**|£178.61
£412.00
£900.00
£126.72
£327.50
£194.57
£5,347.76
£1,299.36
£47.00
£84.89
£69.36
£1,968.98
£25.04
£15.95
£81.35|£31,492.10|
|---|---|---|
||**Savings**
**Savings**
**Admin**
**Welfare**
**Cash**||
|||**£24,307.27**|
|||**£5,214.06**
**£5,016.11**
**£982.21**
**£13,024.89**
**£70.00**|
|||**£24,307.27**|
## O)
## 5-CN
## **2024**
£ 21,473.03
- £ 478.90 £ 17,112.19 £ 160.20 £ 46.55 £ 1,000.00 £ 294.70 £ 575.00
- £ 28.60
- £ 685.00
- £ 94.50 £ 54.10 £ 508.23 £ 3,147.05 £ 2.40
£ 24,187.42 £ 45,660.45 £12,981.04 £149.34 £180.08 £235.50
£1,100.40 £463.00 £525.00 £57.60
£35.00 £1,663.49 £1,177.06 £35.00 £40.00 £141.99 £3,547.95 £19.99
£22,352.44
**£23,308.01**
## KENDAL AND DISTRICT ACCOUNTS
1[st] July 2024 to 31[st] June 2025
After checking the income and expenditure of the account including the investments, there are no operation problems with the Kendal and District Lions Clubs operations. There are sufficient fund to run the Club for a minimum period of 6 months. David Stubbins