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2021-06-30-accounts

SORP reference
Summary ofthe purposes ofthe Para 1.17 Tofoster a spirit ofunderstanding
among the peoples ofthe world, whilst
charity as set out in its governing promoting the principles ofgood citizenship. Totake an actIve interest
in
document the social and moral welfare afthe peoples
in our cornrnunity.
Toencourage
service-minded
people toserve their community
whilst promoting
high
ethical standards
in public work and personal errdeavours.
Summary ofthe main activities in
relation tothose purposes forthe
Para 1.17and
1.19
The Club provides a wide range ofsupport activities to its community,
assisting people ofall ages. Atthe same time the Club provides flnandal
public benefit, in particular, the support to a range ofUon's projects in the UKand abroad, as well as
activities, projects orservices responding to a number ofhumanitarian
crises worldwide.
identWed in the accounts.
Statement confirming
whether the
Alithe Club decisions to assist focal peopie and organisations
are considered
trustees have had regard tothe within the guidance
laid down bythe Charities Commission
through the
guidance issued by the Charity Club Community
Services Committee. The Trustees are required to ratify all
Commission on public benefit spending
decisions taken bythe membership
during Club meetings.
our
ublic benefits statement
issummarised
below.
Additional information )optional}
You ma choose to incjude further statements where relevant about:
SORP reference
Policy on grant making Para 1.38 The number ofapplications
that can be supported
is, ofnecessity, limited to
the amount offunds available for distribution
in any one year. The Trustees
have determined
that the priorities forfunding
will be:
-subject
to other
elements
of the
Trustees
grant-making
policy,
no
restrictions
are imposed
on the purpose for which
a grant
may be made;
thus applications for support towards capital projects, other projects orcore
costs are considered;
- as there
are approx. 800 Uons
Clubs
in the
UK, applications
from
Billingshurst
area and surrounding
districts
are generally
given a priority,
with those in Uons District 105SE(the counties of Surrey, Kent and Sussex)
also
being
considered.
Trustees
also
consider
international
funding
requests referred tothem and bythe Lions international
organisation;
-candidates
for support
and/or
grants
are
all considered
on their
own
merits,
following
investigation
by the
'Community
Services Committee'.
However,
given that most ofthe available
funds are raised within the local
community,
those candidates that are local are given special consideration.
Using the former as a guiding
principle the following are examples ofareas
adopted forsupport:
Local charities - youth groups, groups
working
with the elderly,
residential
and nursing homes, individual
appeals;
Youth
and
children's
o
nisations - sport
related
groups
or individuals,
scouting
and
guiding,
youth
club
activities,
young
people
undertaking
overseas assignments;
Commun
fadlities - relief of hardshi
for individuals
and families,
villa e
hall projects, community
group initiatives.
The above priorities
in this policy will be reviewed
every year (ormore often
ifdeemed appropriate
by the Trustees), and may be changed
in accordance
with the Trustees' view of the most effective application
ofavailable funds
at any point in time.
Exdusions
The Trustees will not normally approve the use offunds for medical research
ofinternational,
national or locally based charities; orfor purposes for which
government
has a statutory
responsibility to provide.
Policy on social investment induding Para 1.38 Activities Programmes
program related investment As well as providing grants to deserving causes within
Billingshurst
and the
{Public Beneflts Statement ) surrounding
villages the Billingshurst
and District Uons club undertakes
a
number ofcommunity
services projects every year.
~Exum
lus cfsuch urulscts iududu,
Forthe elderly: We run monthly
bingo sessions in a local home for residents
and elderly from the wider community.
We help support
many luncheon
clubs inthe local villages and distribute
Christmas
hampers tothe needy.
Forthe young: We work closely with all eleven local pre-schools
and ten
primary schools and their assodated
PTAs, providing
reading books forthe
children, other items required to improve the children' s' learning and
manual
labour for such work as decorating
and gardening
when required.
Within the community:
As a member cfBillingshurst
Community
Partnership,
we work with many other local community
organisations,
such
asthe sports dub, Rotary, British Legion and the Scouts and Guides, to help
manage and run annual events such asthe Lantern Parade, the Billingshurst
Show, firewor night and the Remembrance
Day parade.
Our second-hand
bookshop provides a service tothe community
enjoyed by
thousands oflocals as well as collecting spectacles, which are graded and
sent to developing
countries.
Contribution made byvolunteers Volunteers
contribute toour objectives by assisting
in our second hand
Para 1.38 bookshop, during our annual carol collections and at other fund raising
events.
Other The Club changed status toa Charitable
Incorporated
Organisation
(CIO), in
accordance with approved
Uons Club International
procedures,
effective 1"
July 2020.
Achievements and Performance
SORP reference
Summary of the main achievements of Para 120 Current membership -24. Many ofour members fall into one ofthe COVID
the charity, identifying the difference vulnerability
categories.
The facetoface activities ofour bookshop,
the charity's work has made tothe
drcumstances
ofits beneficiaries
and
any wider benefit to society asa
community
services and projects committees
have been severely curtailed
as a result, however we have continued to support our community
in
alternative
ways.
whole.
We are pleased, therefore that:
Total funds raised during year, approx. -f33,600,still enabled usto make
donations
duif ngthe year, after expenses, ofapprox. -f11,600.
e
Local primary schools, youth clubs and youth projects -f2350
~
Billingshurst
local community f8300
~
Billingshurst
elderly community f965
Many ofthese donations supported
our local community
with COVID
related issues, induding
hospital transport
and meals forthe isolated.
Additional
information
(optional) (optional)
You ma
choose to indude
further statements where relevant about:
Achievements
against objectives
set Para 1.41
Performance offundraising
activities
against objectives set
Para 1.41
investment
performance
against
objectives

Review ofthe charity's financial Review ofthe charity's financial Review ofthe charity's financial Para 121 Funds raised dedined from f36Ktof33kduring the period. We were
position at the end ofthe period obliged todose our second hand bookshop forthe period ofCovid
lockdown and have re-opened part time as at the date ofthis report. We
received Business Support Grant support from Horsham
DCtotalling
K1,2SOO
during the period.
We are still focusing on local community
donations
only forthe time
being,
induding
COVID related activities.
Statement explaining the policy for Para 1,22 The Club's investment
policy isto retain all funds in cash with reputable
holding reserves stating why they are banks.
held
Amount of reserves held Para 1.22 Ofcurrent cash balances, we endeavour to hold sufficient
in hand to
cover 6
month's
rent, lease maintenance
and other expenses ofour second hand
bookshop, our main fundraising
activity. We currently
hold f10,000forthis
u
ose, having rewegotiated
the terms ofour lease during the
ear.
Reasons for holding zero reserves Para 1.22 N/A
Details offund materially in deficit Para 124 No funds are in delicit
Explanation ofany uncertainties about Para 123 None. We will remain cautious
in the short term during the period ofCovid
the charity continuing as a going uncertainty.
Additional
information
{optional) {optional)
You ma
choose to include further statements
where relevant about:
The charity's prindpal
sources
offunds Para 1.47
(including
any fundraising)
investment
policy and objectives
including
any sodal investment
policy
adopted
A description ofthe principal
risks
Para 1.46
facing the charity
Other

Description ofcharity's trusts:
Type of governing
document
Para 1.25 Trust Deed and constitution
drawn
up in accordance with the Uons
Club
I!r.'&:n deed, ruyal chaise! l International
(LCI)model
How isthe charity constituted' ?
;t.g uAlccQI po!'aied asia::.!auov,
CION Para 125 The Club converted to Charitable
Incorporated
Organisation
( CIO) with
effect from 1"July 2020.The previous
Charitable Trust Fund was dissolved
with effect from 5~ January 2021
Trustee selection methods
induding
Para 125 Members are elected annually to key positions and form agroup of
details ofany constitutional
provisions
Officers whose role isto manage the affairs ofthe Club within the Terms
e.g.election to post or name of any ofthe Constitution.
All final decisions on expenditure
being approved
by
person or body entitled to appoint one the five Trustees at dub meetings, generally
held monthly.
or more trustees
Additional
information
(optional)
You ma
choose to include further statements
where relevant about
Policies and procedures adopted for Para 1.51 Elected trustees are required to sign the agreed
LCITrustee declaration,
the induction
and training oftrustees
encouraged to read the relevant
CCmaterial
and attend annual
briefings
held in Sprin
each year.
The charity's
organisational
structure
The charity isan independent
club within the wider network ofUons
and any wider network with which the Clubs in thi. British Isles (MD105)and the international
network ofUons
charity works Clubs International
(LCI).
Para 1.51
Relationship
with any related parties
Para 1.51
The Club operates within the framework ofa range ofUons Club policy
Other documents
induding:
Investment,
Complaints
procedure,
Risk
Assessment,
Volunteering,
Vulnerable
persons and safeguarding
(DBS),
General Data Protection
Regulations
(GDPR)

~ a a e e
Unrestricted Restricted Endowment
Categories funds funds funds
tonearest a to neatest 9 to nearest 9
B1Cash funds Cash in hand 14
NWeet- Current & Business Reserve 47,904
CAF - Scotthh Widows - 90day notice 21,328
Tofal cash ftrnds el@AS
(agree bahncee wwh recetph and paymenh
account(a)) QK GK Oi(
Unrestricted Restricted Endowment
funds funds funds
Details toneatest 9 to nearest 9 lo nearest a
B2Other monetary assets
Details Fund towhich
asset belon a
(~~) Cunent value
0
B3Investment assets
Details Fund towhich
asset beao
s
Current value
B4Assets retained forthe
charity's own use
Details Fund lowhich
llabll
rehdes
Amount due
0
na
When due
85Uabillties
Signed by one ortwo trustees on
behalf ofall the trustees
Signature Print Name Date of
a
roval
Richard Melcio
Andrew Viall