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2022-06-30-accounts

Trustees’ Annual Report for the period

From 1[st] July 2021 To 30[th] June 2022

Charity name: Littleborough & District Lions Club (CIO)

Charity registration number: 1183445

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 To provide charitable support in the Local and Global
Community, helping persons, less fortunate than
ourselves.
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		 Organise and take part in active fundraising projects to
provide support for the following:
Local Dementia group.
Christmas hampers for local needy families.
Organise local poster competitions, to reach out to
young people.
Organise/assist in Macmillan Coffee mornings.
Assist/Collect During Cancer awareness week, for
Cancer Research UK.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 The Trustees are fully aware of the Charity Commission’s
guidance on Public Benefit and, always have due regard
to it, when considering how to distribute its funds.

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference
Policy on grant making Para 1.38 Under the terms of the Clubs’ Constitution, Trustees
apply funds at
their discretion, making grants where they believe that
their contribution will make a real difference.
We can only make grants in furtherance of our
charitable objects.
Potential Candidates for Grants are as follows:
Local charities - youth groups, groups working with the
elderly, residential and nursing homes, individual
appeals.
Youth and children’s organisations - sport related
groups or individuals, scouting and guiding, youth club
activities, young people undertaking overseas
assignments.
Community facilities - relief of hardship for individuals
and families, village hall projects, community group
initiatives.
Policy on social investment
including program related
investment		 Para 1.38
Contribution made by
volunteers		 Para 1.38

Achievements and Performance

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 Now that the Pandemic has abated somewhat, we have
been able to return to normal fundraising activities,
with any necessary local precautions.
From these funds, we have been able to do the
following:
Donations to:
Macmillan Nurses
Cancer Research UK.
Francis House Children’s Hospice.
Various Global Appeals, via the Lions Clubs
International Foundation (LCIF).
Purchase and pack food hampers for local needy
families.
Reach out to youth, through our local schools, with our
local and national Peace Poster Competitions

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against
objectives set		 Para 1.41
Performance of fundraising
activities against objectives
set		 Para 1.41
Investment performance
against objectives		 Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 Or accounts are reasonably healthy.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 We do have some reserve funds to enable quick
response, to an emergency but, our policy is that
funds, raised from the public should be being used to
help people, less fortunate than ourselves, and not
languishing for long periods in a bank account.
Our limited reserves include ringfenced amounts for
up-front expenses of any regular projects.
Amount of reserves held Para 1.22 £400
Reasons for holding zero
reserves		 Para 1.22
Details of fund materially in
deficit		 Para 1.24 NONE
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 NONE

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal
sources of funds (including
any fundraising)		 Para 1.47 We usually raise funds by collecting in the local store,
organising local walks, Quiz evening and, participating in
local events, with Tombola Stalls
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46
A description of the principal
risks facing the charity		 Para 1.46 Having emerged from the pandemic and necessary
restrictions, any concerns of principle are minimised
Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 Club Constitution
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 Trustees are chosen and elected at the
Club’s Annual General
Meeting and is done on a simple
majority of a quorate meeting.

Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures
adopted for the induction and
training of trustees		 Para 1.51
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51
Relationship with any related
parties		 Para 1.51
Other

Reference and Administrative details

Charity name Littleborough & District Lions (CIO)
Other name the charity uses 1183445
Registered charity number
Charity’s principal address 151 Starring Way
Littleborough.
OL15 8RE

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16		 Trustee name Office (if any) Dates acted if not for whole
**year **		 Name of person (or body) entitled
to appoint trustee (ifany)
Norah Hawksworth Club President
Jack Mills Club Secretary
Harold Hawksworth Club Treasurer
Fred Day 1stVice President
Lynn Butterworth Welfare Officer

– 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		 NONE
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 Name Address adviser 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)
Full name(s) Jack Mills
Lynn Butterworth
Position (eg Secretary,
Chair, etc)
Club Secretary
Welfare Officer
Date 28thMarch 2023		 Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) Jack Mills
Lynn Butterworth
Position (eg Secretary,
Chair, etc)
Club Secretary
Welfare Officer
Date 28thMarch 2023		 Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) Jack Mills
Lynn Butterworth
Position (eg Secretary,
Chair, etc)
Club Secretary
Welfare Officer
Date 28thMarch 2023
Jack Mills Lynn Butterworth

Club Secretary		 Welfare Officer
28thMarch 2023
28thMarch 2023

Signed on behalf of the charity’s trustees

Littleborough & District Lions Club (CIO) 1183445 Receipts and payments accounts CC16a For the period Period start date Period end date To from 1st July 2021 30th June 2022

Section A Receipts and payments

Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest
£
2,424
-
484
149
4,907
1,927
187
50
17		 Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-		 Endowment
funds
to the nearest £		 Total funds
to the nearest £		 Last year
to the nearest £
CLUB CHARTER LUNCHES 2,424 - 2,424
-
484
-
149
4,907
1,927
187
50
17		 -
DONATION TO ADMIN ACCOUNT - - 2,000
MEMBERS DUES AND SAVINGS
PAYMENTS FROM DISTRICT MD105 CN		 484 - 339
- 85
TAILTWISTER'S LION 149 - -
DONATIONS TO CHARITY 4,907 - 470
FUNDRAISING ACTIVITIES 1,927 - 922
COLLECTION FOR CHRISTMAS HAMPER FUND 187 - 254
PEACE POSTER PRIZE FROM DISTRICT 50 - -
MISCELLANEOUS RECIPTS 17 - -
Sub total(Gross income for AR) 10,145 - - 10,145 4,071
-
-		 -
-
A2 Asset and investment sales, (see table).
- - -
-
- - -
Sub total - - - - -
Total receipts
A3 Payments
10,145 - - 10,145 4,071
2,159
10
552
-
-
150
85
1,924
229
85
432
-
140
173
1,270
19
2		 -
-
-
-
-
-
-
-
-
-

CLUB CHARTER LUNCHES		 2,159 - 2,159
10
552
-
-
150
85
1,924
229
85
432
-
140
173
1,270
19
2
-
-		 -
DONATION FROM ADMIN ACCOUNT 10 - 15
PAYMENT OF CLUB DUES 552 - 537
REIMBURSEMENT TO WARDS ZOOM PACKAGE - 50
TWO YEARS FEE FOR INFORMATION COMMISSION - 70
MEETING ROOM FEES 150 - -
MISCELLANEOUS PAYMENTS 85 -
DONATIONS FROM CHARITY ACCOUNT 1,924 1,984
FUNDRAISING EXPENSES 229 - -
LOCAL DEMNTIA CAFÉ 85
PURCHASE OF FOOD FOR FOOD BAGS 432 472
COMMUNITY RECOGNITION AWARDS - 13
LOCAL PRIZES FOR PEACE POSTER 140 123
CRÈME EGGS FOR FRANCIS HOUSE 173 - -
DEFIBRILLATOR AND WALL CASE 1,270 - -
RBL REMEMBRANCE WREATH 19 - -
SUM UP CARD TESTS 2 - -
- -
KEY: GREEN AREA, ADMINISTRATION. SALMON AREA,
CHARITY		 - - -
**Sub total ** 7,230 - - 7,230 3,264
-
-		 -
-
A4 Asset and investment purchases, (see table)
- - -
-
- -
**Sub total ** - - - - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
7,230 - - 7,230 3,264
2,915 - - 2,915 806
-
-
-		 - -
-		 -
- - -
2,915 - - 2,915 806

Section B Statement of assets and liabilities at the end of the period

Categories
B1 Cash funds
CCXX R1 accounts (SS)		 Details
Total cash funds
1		 Unrestricted
funds
to nearest £		 Restricted
funds
to nearest £		 Endowment
funds
to nearest £
- -
-
-		 -
- -
- -
- - -
02/04/2023

CCXX R1 accounts (SS)

Signed by one or two trustees on behalf of all the trustees
B2 Other monetary assets
B3 Investment assets
B4 Assets retained for the charity’s own use
B5 Liabilities		 (agree balances with receipts and payments
account(s))
Details
Details
Details
Details
Signature		 Agreement Error
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
LYNN BUTTERWORTH
JACK MILLS		 OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
LYNN BUTTERWORTH 28/03/2023
JACK MILLS 28/03/2023

Signed by one or two trustees on behalf of all the trustees

CCXX R2 accounts (SS)

02/04/2023

2