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2023-06-30-accounts

Trustees’ Annual Report for the period

From 1[st] July 2022 To 30[th] June 2023

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
Para 1.38
Other

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 Following the Pandemic and its associated restrictions,
we have been able to return to normal fundraising
activities.
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 Para 1.41 objectives set Performance of fundraising Para 1.41 activities against objectives set Investment performance Para 1.41 against objectives Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 Our 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 N/A
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		 Para 1.46
social investment policy
adopted
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 Para 1.51 adopted for the induction and training of trustees The charity’s organisational Para 1.51 structure and any wider network with which the charity works Relationship with any related Para 1.51 parties Other

Reference and Administrative details

Charity name Littleborough & District Lions (CIO)
Other name the charity uses
Registered charity number 1183445
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
17
18
19
20		 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 Secretary
Fred Day 1stVice President
Susan Westall 2ndVice 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 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)
Position (eg Secretary,
Chair, etc)
Date
Jack Mills Lynn Butterworth

Secretary		 Social/Welfare
Officer/Trustee
09/04/2024
09/04/2024
09/04/2024

Littleborough & District Lions Club (CIO) 1183445 Receipts and payments accounts CC16a For the period Period start date Period end date To from 1st July 2022 30th June 2023

Section A Receipts and payments

Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest
£
1,356
-
381
219
7
3,980
280
87
547
-
234
630
615
605
1
10
8,953
-
-
-
8,953
1,169
15
751
-
35
220
44
2,078
42
1,333
12
130
100
650
83
99
450
23
160		 Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
1,356
-
381
-
219
7
3,980
280
87
547
-
234
630
615
605
1
10
8,953
-
-
-
8,953
1,169
15
751
-
35
220
44
-
2,078
42
-
1,333
12
130
100
-
650
-
83
99
450
23
160
-
-
7,393
-
-
-
7,393
1,560		 Last year
to the nearest £
CLUB CHARTER LUNCHES 1,356 2,424
DONATION TO ADMIN ACCOUNT - -
MEMBERS DUES AND SAVINGS
PAYMENTS FROM DISTRICT MD105 CN		 381 484
TAILTWISTER'S LION 219 149
CARD READER TESTS 7
DONATIONS TO CHARITY 3,980 4,907
FUNDRAISING ACTIVITIES 280 1,927
COLLECTION FOR CHRISTMAS HAMPER FUND 87 187
VALETINES LUNCH 547
PEACE POSTER PRIZE FROM DISTRICT - 50
WIMBLEDON TEA 234
5K ROAD RACE 630
MACMILLAN COFFEE EVENTS 615
QUIZZES 605
DEBIT CARD CASHBACK REWARDS 1
CARD READER TESTS 10 17
Sub total(Gross income for AR) 8,953 10,145
A2 Asset and investment sales, (see table).
-
- -
Sub total - -
Total receipts
A3 Payments
10,145

CLUB CHARTER LUNCHES		 1,169 - - 1,169 2,159
DONATION FROM ADMIN ACCOUNT 15 - - 15 10
PAYMENT OF CLUB DUES 751 - - 751 552
REIMBURSEMENT TO WARDS ZOOM PACKAGE - - -
ANNUAL FEE FOR INFORMATION COMMISSION OFFICE 35 35 -
MEETING ROOM FEES 220 - - 220 150
REGALIA 44 44
MISCELLANEOUS PAYMENTS - 85
DONATIONS FROM CHARITY ACCOUNT 2,078 2,078 1,924
FUNDRAISING EXPENSES 42 - - 42 229
LOCAL DEMNTIA CAFÉ - 85
PURCHASE OF FOOD FOR FOOD BAGS 1,333 1,333 432
COMMUNITY RECOGNITION AWARDS 12 12 -
LOCAL PRIZES FOR PEACE POSTER 130 130 140
CRÈME EGGS FOR FRANCIS HOUSE 100 - - 100 173
DEFIBRILLATOR AND WALL CASE - - - 1,270
MACMILLAN COFFEE PROCEEDS SENT TO MACMILLAN 650 650
RBL REMEMBRANCE WREATH - - - 19
QUIZZES 83 83
5K ROAD RACE 99 99
VALENTINES LUNCH 450 450
WIMBLEDON TEA 23 23
TREE PLANTING 160 160
- - - -
KEY: GREEN AREA, ADMINISTRATION. SALMON AREA,
CHARITY		 - - - -
**Sub total ** 7,393 - - 7,393 7,228
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
7,228
1,560 1,560 2,917
- - -
2,915 2,915 -
4,475 4,475 2,917

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

CCXX R1 accounts (SS)

13/04/2024

1

Categories
Signed by one or two trustees on behalf of all the trustees
B1 Cash funds
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
Total cash funds
Details
Details
Details
Details
Signature		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
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		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
LYNN BUTTERWORTH 09/04/2024
JACK MILLS 09/04/2024

CCXX R2 accounts (SS)

13/04/2024

2