Trustees’ Annual Report for the period
From 1/07/2023 Period start date To 30/06/2024 Period end date
Charity name: Haverhill Lions Club CIO
Charity registration number: 1183869
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To raise funds for the benefit of locally based community projects plus some funding for wider based organistaions. |
| 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 |
Our main fund raising income is generated from summer event BBQ’s , organising Quiz Nights throughout the year and festive season activities involving our xmas Santa’s sleigh. We may also get donations from volunteering services for others events. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | I can confirm all trustees have accessed and studied the Charity Commissions information on the Public Benefit guidance. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | Our members are essentially the unpaid volunteers that contribute their time and effort in fundraising events. |
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 | Post covid the dynamics of the club have changed due to less members and an ageing membership. As a result we have had to reappraise our fund raising activities to reflect this. However, the dedication to raising funds for others needs is still foremost in our approach but we have had to narrow our targets this year. In this year of change we have still managed to both volunteer help and financially contribute to the Cancer UK’s annual event, Relay for Life. We have also help fund a junior schools Christmas activities where any funding for activity is desperately needed. Finally we made a sizeable contribution to buy Bleed Control Kits for an organisation trying to place these in areas where there have been some tragic stabbing events. |
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 | During this year we have lost the use of our long term free storage, so equipment storage is now at a cost. Despite this unexpected financial impact combined with additional equipment maintenance costs, fundraising has been progressive and we have maintained a healthy balance. After donations and costs we were pleased to hold an additional £1500 at year end over end of year 22/23. This will allow us flexibility to offer support to more recipients during next year. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We do not hold separate reserves as such, only the balance of our Barclays Bank ‘Fund Raising’ account, from which all donations are made. |
| Amount of reserves held | Para 1.22 | Our Fund Raising balance at year end was £4524 |
| 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 | |
|---|---|---|
| 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 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Charter |
| 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 | Original selection of Trustees was by voluntary application. These were then agreed upon by members votes. Since induction in 2018/19 we have sadly had two Trustees pass away. However with five remaining trustees we have not found it necessary to elect two replacements. |
Additional information (optional)
| Additional information (optional) | Additional information (optional) | 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 | Lions Clubs International |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Haverhill Lions Club CIO |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1183869 |
| Charity’s principal address | 7 Shannon Close Haverhill Suffolk CB9 0LT |
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) |
|---|---|---|---|---|
| Leonard Russell | Secretary | Ongoing | HHLC | |
| Grentham Rush | Treasurer | Ongoing | HHLC | |
| Carol Cianciola | None | Ongoing | HHLC | |
| PhillipCheesmur | None | Ongoing | HHLC | |
| Michael Richards | None | Ongoing | HHLC | |
– 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 None held in this capacity Name and objects of the None charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for None 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) GSRush LRussell Leonard Russell Full name(s) Grentham S Rush
Position (eg Secretary, Treasurer Secretary Chair, etc)
Date
22/04/2025
Charity Name No (if any) Haverhill Lions Club CIO 1183869
Receipts and payments accounts For the period Period start date Period end date To from 7/1/2023 6/30/2024
CC16a
Section A Receipts and payments
| A1 Receipts Donations 883 Donations for Services 550 FundraisingEvents 1,644 Members Subscriptions 700 - - - - 3,777 Twin Axle Trailer 500 - Sub total 500 Total receipts 4,277 A3 Payments Donations 900 Members Subscriptions 1,013 LCID Insurances 123 Annual ICO Data Prot Fees 35 Wreaths 55 Unit Storage Rental costs 433 - - Sub total 2,559 - - Sub total - Total payments 2,559 Net of receipts/(payments) 1,718 A5 Transfers between funds - A6 Cash funds last year end 3,506 Cash funds this year end 5,225 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 883 550 1,644 700 - - - - 3,777 500 - 500 4,277 900 1,013 123 35 55 433 - - - 2,559 - - - 2,559 1,718 - 3,506 5,225 |
Last year to the nearest £ |
|---|---|---|---|---|
| - | 883 | 926 | ||
| - | 550 | 1,460 | ||
| - | 1,644 | 1,179 | ||
| - | 700 | 676 | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | 3,777 | 4,241 | ||
| - | 500 | 200 | ||
| - | - | - | ||
| - | 500 | 200 | ||
| - | 4,277 | 4,441 | ||
| - | 900 | 1,000 | ||
| - | 1,013 | 988 | ||
| - | 123 | 121 | ||
| - | 35 | 50 | ||
| - | 55 | 55 | ||
| - | 433 | 97 | ||
| - | - | - | ||
| - | - | - | ||
| - | - | - | ||
| - | 2,559 | 2,311 | ||
| - | - | |||
| - | - | |||
| - | - | - | ||
| - | 2,559 | 2,311 | ||
| - | - | 1,718 | 2,130 | |
| - | - | - | - | |
| - | - | 3,506 | ||
| - | - | 5,225 | 3,506 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Fund Raising Account Administration Account Details Details Details Trailer with Xmas Sleigh BBQ Equipment and Trailer Market Stall and Canopies Various Additional Event Equipment Details Signature GSRush Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 4,524 - 701 - - - 5,225 - OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) Fundraising - Fundraising - Fundraising - Fundraising - - - - - - - - - Print Name Grentham S Rush Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Endowment funds |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| 800 | |||
| 700 | |||
| 300 | |||
| 400 | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| GSRush | Grentham S Rush | 3/30/2025 | |