## **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