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|||||||SORP reference||
|---|---|---|---|---|---|---|---|
|Summary|ofthe purposes ofthe|||||Para 1.17|Tofoster a spirit ofunderstanding<br>among the peoples ofthe world, whilst|
|charity as|set||out in its governing||||promoting the principles ofgood citizenship. Totake an actIve interest<br>in|
|document|||||||the social and moral welfare afthe peoples<br>in our cornrnunity.<br>Toencourage|
||||||||service-minded<br>people toserve their community<br>whilst promoting<br>high|
||||||||ethical standards<br>in public work and personal errdeavours.|
|Summary ofthe main activities in<br>relation tothose purposes forthe||||||Para 1.17and<br>1.19|The Club provides a wide range ofsupport activities to its community,<br>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<br>crises worldwide.|
|identWed|in the accounts.|||||||
|Statement||confirming<br>whether the|||||Alithe Club decisions to assist focal peopie and organisations<br>are considered|
|trustees have|||had regard tothe||||within the guidance<br>laid down bythe Charities Commission<br>through the|
|guidance|issued|||by the Charity|||Club Community<br>Services Committee. The Trustees are required to ratify all|
|Commission||on||public benefit|||spending<br>decisions taken bythe membership<br>during Club meetings.<br>our<br>ublic benefits statement<br>issummarised<br>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<br>that can be supported<br>is, ofnecessity, limited to|
||||||||the amount offunds available for distribution<br>in any one year. The Trustees|
||||||||have determined<br>that the priorities forfunding<br>will be:|
||||||||-subject<br>to other<br>elements<br>of the<br>Trustees<br>grant-making<br>policy,<br>no|
||||||||restrictions<br>are imposed<br>on the purpose for which<br>a grant<br>may be made;|
||||||||thus applications for support towards capital projects, other projects orcore|
||||||||costs are considered;|
||||||||- as there<br>are approx. 800 Uons<br>Clubs<br>in the<br>UK, applications<br>from|
||||||||Billingshurst<br>area and surrounding<br>districts<br>are generally<br>given a priority,|
||||||||with those in Uons District 105SE(the counties of Surrey, Kent and Sussex)|
||||||||also<br>being<br>considered.<br>Trustees<br>also<br>consider<br>international<br>funding|
||||||||requests referred tothem and bythe Lions international<br>organisation;|
||||||||-candidates<br>for support<br>and/or<br>grants<br>are<br>all considered<br>on their<br>own|
||||||||merits,<br>following<br>investigation<br>by the<br>'Community<br>Services Committee'.|
||||||||However,<br>given that most ofthe available<br>funds are raised within the local|
||||||||community,<br>those candidates that are local are given special consideration.|
||||||||Using the former as a guiding<br>principle the following are examples ofareas|
||||||||adopted forsupport:|
||||||||Local charities - youth groups, groups<br>working<br>with the elderly,<br>residential|
||||||||and nursing homes, individual<br>appeals;|
||||||||Youth<br>and<br>children's<br>o<br>nisations - sport<br>related<br>groups<br>or individuals,|
||||||||scouting<br>and<br>guiding,<br>youth<br>club<br>activities,<br>young<br>people<br>undertaking|
||||||||overseas assignments;|
||||||||Commun<br>fadlities - relief of hardshi<br>for individuals<br>and families,<br>villa e|





|||||||||hall projects, community<br>group initiatives.|
|---|---|---|---|---|---|---|---|---|
|||||||||The above priorities<br>in this policy will be reviewed<br>every year (ormore often|
|||||||||ifdeemed appropriate<br>by the Trustees), and may be changed<br>in accordance|
|||||||||with the Trustees' view of the most effective application<br>ofavailable funds|
|||||||||at any point in time.|
|||||||||Exdusions|
|||||||||The Trustees will not normally approve the use offunds for medical research|
|||||||||ofinternational,<br>national or locally based charities; orfor purposes for which|
|||||||||government<br>has a statutory<br>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<br>Billingshurst<br>and the|
|{Public Beneflts Statement||||)||||surrounding<br>villages the Billingshurst<br>and District Uons club undertakes<br>a<br>number ofcommunity<br>services projects every year.<br>~Exum<br>lus cfsuch urulscts iududu,|
|||||||||Forthe elderly: We run monthly<br>bingo sessions in a local home for residents|
|||||||||and elderly from the wider community.|
|||||||||We help support<br>many luncheon<br>clubs inthe local villages and distribute|
|||||||||Christmas<br>hampers tothe needy.|
|||||||||Forthe young: We work closely with all eleven local pre-schools<br>and ten|
|||||||||primary schools and their assodated<br>PTAs, providing<br>reading books forthe|
|||||||||children, other items required to improve the children' s' learning and|
|||||||||manual<br>labour for such work as decorating<br>and gardening<br>when required.|
|||||||||Within the community:<br>As a member cfBillingshurst<br>Community|
|||||||||Partnership,<br>we work with many other local community<br>organisations,<br>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<br>Day parade.|
|||||||||Our second-hand<br>bookshop provides a service tothe community<br>enjoyed by|
|||||||||thousands oflocals as well as collecting spectacles, which are graded and|
|||||||||sent to developing<br>countries.|
|Contribution||made byvolunteers||||||Volunteers<br>contribute toour objectives by assisting<br>in our second hand|
||||||||Para 1.38|bookshop, during our annual carol collections and at other fund raising<br>events.|
|Other||||||||The Club changed status toa Charitable<br>Incorporated<br>Organisation<br>(CIO), in<br>accordance with approved<br>Uons Club International<br>procedures,<br>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<br>categories.<br>The facetoface activities ofour bookshop,|
|the charity's work has made tothe<br>drcumstances<br>ofits beneficiaries<br>and<br>any wider benefit to society asa||||||||community<br>services and projects committees<br>have been severely curtailed<br>as a result, however we have continued to support our community<br>in<br>alternative<br>ways.|
|whole.|||||||||
|||||||||We are pleased, therefore that:|
|||||||||Total funds raised during year, approx. -f33,600,still enabled usto make|
|||||||||donations<br>duif ngthe year, after expenses, ofapprox. -f11,600.|
|||||||||e<br>Local primary schools, youth clubs and youth projects -f2350<br>~<br>Billingshurst<br>local community f8300|
|||||||||~<br>Billingshurst<br>elderly community f965|
|||||||||Many ofthese donations supported<br>our local community<br>with COVID|
|||||||||related issues, induding<br>hospital transport<br>and meals forthe isolated.|





|Additional<br>information|(optional)|(optional)||
|---|---|---|---|
|You ma<br>choose to indude||further statements|where relevant about:|
|Achievements<br>against objectives|set|Para 1.41||
|Performance offundraising<br>activities||||
|against objectives set||||
|||Para 1.41||
|investment<br>performance<br>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<br>DCtotalling|K1,2SOO|
||||||during the period.||
||||||We are still focusing on local community<br>donations<br>only forthe time|being,|
||||||induding<br>COVID related activities.||
|Statement|explaining the|policy|for|Para 1,22|The Club's investment<br>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<br>in hand to|cover 6|
||||||month's<br>rent, lease maintenance<br>and other expenses ofour second hand||
||||||bookshop, our main fundraising<br>activity. We currently<br>hold f10,000forthis||
||||||u<br>ose, having rewegotiated<br>the terms ofour lease during the<br>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<br>in the short term during the period ofCovid||
|the charity|continuing as|a going|||uncertainty.||



|Additional<br>information|{optional)|{optional)||
|---|---|---|---|
|You ma<br>choose to include further statements|||where relevant about:|
|The charity's prindpal<br>sources|offunds|Para 1.47||
|(including<br>any fundraising)||||
|investment<br>policy and objectives||||
|including<br>any sodal investment|policy|||
|adopted||||
|A description ofthe principal<br>risks||Para 1.46||
|facing the charity||||
|Other||||





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



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||~||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<br>asset belon a||(~~)|Cunent value<br>0||
|B3Investment||||assets||||||||||
||||||Details||||Fund towhich<br>asset beao<br>s|||Current value||
|B4Assets retained forthe||||||||||||||
|charity's||own use||||||||||||
||||||Details||||Fund lowhich<br>llabll<br>rehdes|Amount due<br>0<br>na||When due||
|85Uabillties||||||||||||||
|Signed by one ortwo trustees on<br>behalf ofall the trustees||||||Signature|||Print Name|||Date of<br>a<br>roval||
||||||||||Richard|Melcio||||
||||||||||Andrew|Viall||||





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