2026-06-30-accounts - Penrith Lions Club (CIO)

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Trustees' Annual Report for the period

From

Period start date Period end date 1st July 2025 30th June 2026

Section A Reference and administration details

Charity name Penrith Lions Club CIO

Other names charity is known by Registered charity number (if any) 1184293

Charity's principal address 25 Parklands Way

Penrith Cumbria Postcode CA10 8SD

Names of the charity trustees who manage the charity

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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Tony J Cleasby President
2 Michael Parker Secretary
3 Roger N Roberts Treasurer
4 Terry Ware Trustee
5 Marjorie Lewthwaite Trustee
6 Derek Storer Trustee
7 Helen May Trustee
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10
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12
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14
15
16
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18
19
20
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Names of the trustees for the charity, if any, (for example, any custodian trustees)

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Name Dates acted if not for whole year
N/A
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Names and addresses of	advisers (Optional information)	advisers (Optional information)
Type of adviser	Name	Address
N/A



Name of chief executive or names of senior staff members (Optional information)
N/A

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document Constitution (eg. trust deed, constitution) How the charity is constituted Charitable Incorporated Organisation (eg. trust, association, company) Trustee selection methods Elected by Club Members

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

The Objects of the Club are such purposes as are exclusively charitable in England and Wales, including in particular:

The advancement of citizenship by

Summary of the objects of the charity set out in its governing document

a) Promoting the principles of good citizenship
b) Encouraging members to take an active interest in the civic, cultural, social, and moral welfare of the community
c) Providing a forum for the open discussion of all matters of public interest, provided that partisan politics and sectarian religion shall not be debated by members -
d) Encouraging service minded people to serve their community

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without personal reward and encouraging the promotion of high ethical standards in commerce, industry, professions, public works, and private endeavours

e) Supporting youth to develop their skills, capacities, and capabilities to enable them to participate in society as mature and responsible individuals
Promoting the Voluntary Sector for the public benefit by associating with local authorities in a common effort to advance education and provide facilities in the interests of social welfare for recreation or other leisure time occupation to improve the conditions of life of people in local, national, and international communities
Promoting volunteering 4. The relief of poverty and the relief of those in need, in particular by providing humanitarian aid and disaster relief
The advancement of health or the saving of lives by preventing avoidable blindness, assisting disabled people to lead independent lives or helping to prevent or manage health issues 6. Promoting for the benefit of the public the conservation protection and improvement of the physical and natural environment
Promoting community participation in healthy recreation.
The Club has developed good links with the local secondary schools whose students take an active part in fund raising and community events organised by the Lions. 2. The Club supports Penrith Town Council, Penrith BID and other local community organisations by providing help, when requested, for their community events. 3. The Club is open to new members, provides its members with a wide range of opportunities for volunteering and encourages members to become active Lions and take up these opportunities.

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

The Club makes donations to local individuals and groups who are in need and makes donations to help with international disasters and health related projects through the Lions Clubs International Foundation (LCIF). 5. The Club participates in the Lions ‘Message in a Bottle’ and ‘Message in a Wallet’ projects and maintains a defibrillator which the club funded and installed in a local hotel.
The Club makes donations to Water Wells and Eye Camps organised by Lions Clubs International Foundation. 7. The Club maintains planters that it has installed at the edge of the main roads into the town.

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Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

The Club has a written policy on grant making which is available to anyone on request.

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

Section D Achievements and performance

Summary of the main achievements of the charity during the year

This year has seen the Club celebrate its 50[th] year of service to Penrith and the surrounding communities. Its members have engaged in an active year of fundraising through a range of established and new activities including marshalling local events, Christmas Post, Santa’s Sleigh, bucket collections, quizzes and other fundraising events.

For the first time the Club registered with the HMRC to benefit from Gift Aid, this generating very useful additional income from eligible activities. In total the Club generated almost £13,000 to support its charitable objects. To celebrate its 50[th] year, the Club committed in July 2025 to making 50 donations in the course of the year – a substantial increase on previous years. In practice, 51 donations were made during the period with a total value of £21,493.

Of these 5 were made to international appeals mainly through the vehicle of the Lions Clubs International Foundation including donations to youth activities in the UK; Wateraid and Sight Savers in the third world; and to disaster appeals relating to USA, the Middle East, India, Jamaica and South East Asia.

The remaining 46 donations were made to local good causes including a number to:

support local families in crisis,
aid individual young people with personal and educational development,
enable activities by local voluntary groups,
enable local health and welfare initiatives, and
support individual and community development in sports and the arts.

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Section E Financial review

Brief statement of the charity’s policy on reserves

Details of any funds materially N/A in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

the charity’s principal sources of funds (including any fundraising);
how expenditure has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees

Signature(s)

Roger Nicholas Roberts Full name(s) Tony John Cleasby Position (eg Secretary, Chair, President Treasurer etc)

Date 1[st] September 2026

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Penrith Lions Club (CIO) 1184293 Receipts and payments accounts For the period from 01/07/2025 To 30/06/2026

Section A Receipts and payments

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Unrestricted Unrestricted Restricted Endowment
Total funds Last year
funds (Charity) funds (Admin) funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Membership Subscriptions - 1,480 - - 1,480 2,015
Ties , Badges, Etc. - - - - - -
Social Events - 2,019 - - 2,019 1,502
Draw/Other Admin - - - - - -
Donations/Grants 3,964 9 - - 3,973 4,877
Horse Trials - - - - - 1,356
Bucket Collections 1,061 - - - 1,061 1,743
Christmas Post 1,276 - - - 1,276 1,590
Santa's Sleigh 132 - - - 132 1,323
Pub Collection 425 - - - 425 268
HMRC Gift Aid 1,820 1,166 - - 2,986
Miscellaneous 4,113 - - 4,113 1,866
BBC Children in Need Collection - - 360 - 360 685
Cancer Research UK - - 364 - 364 874
Sub total (Gross income for
12,791 4,674 724 18,189 18,099
AR) -
A2 Asset and investment sales,
(see table).
- - - - - -
- - - - - -
Sub total - - - - - -
Total receipts 12,791 4,674 724 - 18,189 18,099
A3 Payments
District, MD & International Dues - 1,221 - - 1,221 1,515
President's Honorarium - - - - - -
Social Events - 2,117 - - 2,117 1,222
Donations/Grants 20,376 - - - 20,376 11,284
Insurance 120 - - - 120 126
Tea in the Park - - - - - -
Event Expenses - - - - - 2,286
Miscellaneous 703 880 - - 1,583 624
BBC Children in Need Collection - - 360 - 360 685
Cancer Research UK - - 364 - 364 874
May Day - - - - - 320
Sub total [ 21,199 ] 4,218 724 - 26,141 18,936
A4 Asset and investment
purchases, (see table)
- - - - - -
- - - - - -
Sub total [ - ] - - - - -
Total payments 21,199 4,218 724 - 26,141 18,936
Net of receipts/(payments) - 8,408 456 - - - 7,952 - 837
A5 Transfers between funds - - - - - -
A6 Cash funds last year end 23,627 919 - - 24,546 25,383
Cash funds this year end 15,219 1,375 - - 16,594 24,546
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CCXX R1 accounts (SS)

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

Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets	Signature Details Details Gazebos, Santa's Sleigh and other equipment for Fundraising Activities NatWest Admin Account NatWest Charity Account Details Details *Total cash funds* (agree balances with receipts and payments account(s)) Details	Unrestricted funds Restricted funds to nearest £ to nearest £ 1,375 - 15,220 - - - 16,595 - Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - Charity - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Roger Nicholas Roberts Tony John Cleasby	Endowment funds to nearest £ - - - - Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) - - - - - - - - - When due (optional) Date of approval 01-Sep-26 01-Sep-26

CCXX R2 accounts (SS)

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/members of Penrith Lions Club (CIO) On accounts for the year Charity no ended 30[th] June 2026 (if any) 1184293 Set out on pages 1-2

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30/06/2026

Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:

accounting records were not kept in accordance with section 130 of the Act or
the accounts do not accord with the accounting records

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Please delete the words in the brackets if they do not apply.

Signed: R J Kenyon Date: 12/08/2026 //// Name: Ronald James Kenyon Relevant professional Chartered Accountant qualification(s) or body (if any): Address: 31 White Ox Way Penrith Cumbria – CA11 8QP

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Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

October 2018

IER