| SORP reference | |||||||
|---|---|---|---|---|---|---|---|
| Summary | ofthe purposes ofthe | Para 1.17 | Tofoster a spirit ofunderstanding among the peoples ofthe world, whilst |
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| charity as | set | out in its governing | promoting the principles ofgood citizenship. Totake an actIve interest in |
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| document | the social and moral welfare afthe peoples in our cornrnunity. Toencourage |
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| service-minded people toserve their community whilst promoting high |
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| ethical standards in public work and personal errdeavours. |
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| 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 |
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| 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. |
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| identWed | in the accounts. | ||||||
| Statement | confirming whether the |
Alithe Club decisions to assist focal peopie and organisations are considered |
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| trustees have | had regard tothe | within the guidance laid down bythe Charities Commission through the |
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| guidance | issued | by the Charity | Club Community Services Committee. The Trustees are required to ratify all |
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| Commission | on | public benefit | spending decisions taken bythe membership during Club meetings. our ublic benefits statement issummarised below. |
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| 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 |
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| the amount offunds available for distribution in any one year. The Trustees |
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| have determined that the priorities forfunding will be: |
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| -subject to other elements of the Trustees grant-making policy, no |
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| restrictions are imposed on the purpose for which a grant may be made; |
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| 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 |
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| Billingshurst area and surrounding districts are generally given a priority, |
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| with those in Uons District 105SE(the counties of Surrey, Kent and Sussex) | |||||||
| also being considered. Trustees also consider international funding |
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| requests referred tothem and bythe Lions international organisation; |
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| -candidates for support and/or grants are all considered on their own |
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| merits, following investigation by the 'Community Services Committee'. |
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| However, given that most ofthe available funds are raised within the local |
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| community, those candidates that are local are given special consideration. |
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| Using the former as a guiding principle the following are examples ofareas |
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| adopted forsupport: | |||||||
| Local charities - youth groups, groups working with the elderly, residential |
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| and nursing homes, individual appeals; |
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| Youth and children's o nisations - sport related groups or individuals, |
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| scouting and guiding, youth club activities, young people undertaking |
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| overseas assignments; | |||||||
| Commun fadlities - relief of hardshi for individuals and families, villa e |
| hall projects, community group initiatives. |
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| The above priorities in this policy will be reviewed every year (ormore often |
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| ifdeemed appropriate by the Trustees), and may be changed in accordance |
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| with the Trustees' view of the most effective application ofavailable funds |
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| 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 |
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| government has a statutory responsibility to provide. |
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| 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 |
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| {Public Beneflts Statement | ) | surrounding villages the Billingshurst and District Uons club undertakes a number ofcommunity services projects every year. ~Exum lus cfsuch urulscts iududu, |
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| Forthe elderly: We run monthly bingo sessions in a local home for residents |
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| and elderly from the wider community. | ||||||||
| We help support many luncheon clubs inthe local villages and distribute |
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| Christmas hampers tothe needy. |
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| Forthe young: We work closely with all eleven local pre-schools and ten |
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| primary schools and their assodated PTAs, providing reading books forthe |
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| children, other items required to improve the children' s' learning and | ||||||||
| manual labour for such work as decorating and gardening when required. |
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| Within the community: As a member cfBillingshurst Community |
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| Partnership, we work with many other local community organisations, such |
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| 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. |
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| Our second-hand bookshop provides a service tothe community enjoyed by |
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| thousands oflocals as well as collecting spectacles, which are graded and | ||||||||
| sent to developing countries. |
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| Contribution | made byvolunteers | Volunteers contribute toour objectives by assisting in our second hand |
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| Para 1.38 | bookshop, during our annual carol collections and at other fund raising events. |
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| Other | The Club changed status toa Charitable Incorporated Organisation (CIO), in accordance with approved Uons Club International procedures, effective 1" |
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| 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, |
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| 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. |
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| 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. |
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| e Local primary schools, youth clubs and youth projects -f2350 ~ Billingshurst local community f8300 |
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| ~ Billingshurst elderly community f965 |
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| Many ofthese donations supported our local community with COVID |
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| 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 |
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| against objectives set | |||
| Para 1.41 | |||
| investment performance against |
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| 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 | ||
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| 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. |
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| Statement | explaining the | policy | for | Para 1,22 | The Club's investment policy isto retain all funds in cash with reputable |
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| 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 |
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| bookshop, our main fundraising activity. We currently hold f10,000forthis |
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| u ose, having rewegotiated the terms ofour lease during the ear. |
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| 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 |
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| 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) |
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| investment policy and objectives |
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| 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 |
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| 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. |
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| 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 |
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| held in Sprin each year. |
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| The charity's organisational structure |
The charity isan independent club within the wider network ofUons |
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| and any wider network with which the | Clubs in thi. British Isles (MD105)and the international network ofUons |
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| charity works | Clubs International (LCI). |
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| Para 1.51 | ||||
| Relationship with any related parties |
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| Para 1.51 | ||||
| The Club operates within the framework ofa range ofUons Club policy | ||||
| Other | documents induding: Investment, Complaints procedure, Risk |
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| Assessment, Volunteering, Vulnerable persons and safeguarding (DBS), |
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| 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 |
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| 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 |
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| Richard | Melcio | ||||||||||||
| Andrew | Viall |