2022-06-30-accounts - Billingshurst And District Lions Club (CIO)

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		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 ofthe peoples in our community. Toencourage
			service-minded people to serve their community whilst promoting high
			ethical standards in public work and personal endeavours.
Summary ofthe main activities in relation tothose purposes for the		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 financial
public benefit, in particular, the			support to a range of Lion's projects in the UK and abroad, as well as
activities,	projects orservices		responding to a number of humanitarian crises worldwide.
identified	in the accounts.
Statement	confirming whether the	Para 1.18	All the Club decisions to assist local people and organisations are considered
trustees have had regard tothe			within the guidance laid down by the Charities Commission through the
guidance issued by the Charity Commission on public benefit			Club Community Services Committee. The Trustees are required to ratify all spending decisions taken by the membership during Club meetings. Our public benefits statement is suminarised below.

ou m	a	cho	ose to include	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 for funding 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 inade; thus
					applications forsupport 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 Lions District 10SSE(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 for
					support:
					Local charities - youth groups, groups working with the elderly,	residential
					and nursing homes, individual appeals;
					Youth and children's or anisations - sport related groups or	individuals,
					scouting and guiding, youth club activities, young people	undertaking
					overseas assignments;

							Communit facilities —relief of hardship for individuals and families,	village	village
							hall projects, community group initiatives.
							The above priorities in this policy will be reviewed every year (ormore	often
							ifdeemed appropriate bythe Trustees), and may be changed in accordance
							with the Trustees' view ofthe most effective application ofavailable funds
							at any point in time.
							Exclusions
							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 including					Para 1.38	Activities Programmes
program	related investment						As weil as providing grants to deserving causes within Billingshurst and	the
							surrounding villages the Billingshurst and District Lions club undertakes	a
( Public Benefits Statement )							number ofcommunity services projects every year.
							~Exsm lesofsuch projects include,
							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 in the 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 associated 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 ofBillingshurst Community
							Partnership, we work with many other local community organisations,	such
							asthe sports club, Rotary, British Legion and the Scouts and Guides, to	help
							manage and run annual events such asthe Lantern Parade, the Billingshurst
							Show, firework 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 by	volunteers				Volunteers contribute to our objectives by assisting in our second hand
						Para 1.38	bookshop, during our annual carol collections and atother fund raising events.
Other							The Club changed status to a Charitable Incorporated Organisation (CIO), in accordance with approved Lions Club International procedures, effective 1"
							July 2020.
Achiev	e	ments	and	Performance
						SORP reference
Summary	ofthe main		achievements		of	Para 1.20	Current membership —27, an increase. We are recovering from the shock
the charity, identifying			the difference				ofthe Covid pandemic. Many ofour facetoface activities in our bookshop,
the charity's		work has	made tothe				community services and projects committees have revived, with the
circumstances		ofits beneficiaries		and			possible exception ofour indoor activities forthe elderly. We held our	first
any wider	benefits to		society as a				annual Charity Golf day for 2years, raising nearly f5000.
whole.
							We are pleased that:
							Total funds raised during year, approx. - E35,000,enabled usto make
							donations during the year, after expenses, ofapprox. -f27,000:
							Local primary schools, youth clubs and youth projects - E6,700
							Billingshurst local community E11,000
							West Sussex Carers Support E5000
							Humanitarian relief —Ukraine f4000
							Our local community activity included support for Billingshurst Community
							Transport, the Billingshurst Community Partnership and Youth activities	in
							the area.

Review ofthe charity's	financial	financial		Para 1.21	Funds raised improved tof35,000during the year, with a commensurate
position at the end of	the period				increase in donations. The accounts show a managed deficit for the year of approx. f4000as we now have the comfort ofregular fundraising through
					our second hand bookshop for the year. We continue to hold a healthy level
Statement explaining	the	policy for		Para 1.22	offunds to meet charitable requests asthey arise. The Club's investment policy isto retain all funds in cash with reputable
holding reserves stating why they are					banks.
held
Amount ofreserves held				Para 1.22	Ofcurrent cash balances, we endeavour to hold sufficient cash in hand to
					cover 6month's rent, lease maintenance and other expenses ofour second
					hand bookshop, our main fundraising activity. We currently hold E10,000
					forthis purpose.
Reasons for holding zero		reserves		Para 1.22	N/A
Details offund materially		in deficit		Para 1.24	No funds are in deficit
Explanation ofany uncertainties			about	Para 1.23	None. We will continue to manage our funds and donations in line with our
the charity continuing	as	a going			fund-raising capability.
concern

Investment	Investment	policy and objectives	policy and objectives	policy and objectives	Para 1.48
including	any social investment			policy
adopted
A description		ofthe principal	risks		Para 1.46
facing the	charity
Other

Description ofcharity's trusts:	Description ofcharity's trusts:
Type ofgoverning document		Para 1.25	Trust Deed and constitution drawn up in accordance with the Lions		Club
			International (LCI)model
How isthe charity constituted?		Para 1.25	The Club converted to Charitable Incorporated Organisation ( CIO) with effect from 1"July 2020.This is our 2" full year ofCIO status.
Trustee selection methods including		Para 1.25	Members are elected annually to key positions and form a group of
details ofany constitutional	provisions		Officers whose role isto manage the affairs ofthe Club within the Terms
e.g.election to post or name	ofany		ofthe Constitution. All final decisions on expenditure being approved		by
person or body entitled to appoint one			the five Trustees at club 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 Spring each year.
The charity's organisational structure			The charity is an independent club within the wider network of Lions
and any wider network with	which the		Clubs in the British Isles (MD105) and the international network	of Lions
charity works			Clubs International (LCI).
		Para 1.51
Relationship with any related	parties
		Para 1.51
			The Club operates within the framework ofa range of Lions Club	policy
Other			documents including: Investment, Complaints procedure, Risk
			Assessment, Volunteering, Vulnerable persons and safeguarding	(DBS),
			General Data Protection Regulations (GDPR)

D CHARITY COMMISSION FOR ENGLAND AND NALES	D CHARITY COMMISSION FOR ENGLAND AND NALES	D CHARITY COMMISSION FOR ENGLAND AND NALES	D CHARITY COMMISSION FOR ENGLAND AND NALES	D CHARITY COMMISSION FOR ENGLAND AND NALES	D CHARITY COMMISSION FOR ENGLAND AND NALES	D CHARITY COMMISSION FOR ENGLAND AND NALES	'-" '"	Billingshurst &District Lions eceipts and pa R	Billingshurst &District Lions eceipts and pa R	Club - CIO ments accoun	Club - CIO ments accoun		CC~sa
							Forthe period from		01.07.21	To	30.06.22
~	i	+	a a		~	~	s	a
							Unrestricted funds		Restricted funds	Endowment funds	Total	funds	Last year
							tothe	nearest t.	tothe nearest 8	tothe nearest 8	to the nearest 9		tothe nearest 8
A1 Recei ts
Bookshop takings								28,345					15,809
Fun draising								3,957				3,957	4,379
Charity golf								8,813				8,813
HDC —Business	grant												12,574
HMRC - Gift Aid								1,188				1,188
Sundry income								132					14
Bank interest												27
ub total(			ross income for AR)					41,212				41,212	33,023
A2 Asset and	investment				sales,
see table .
					u	tote
			Total		receipts			41*2'l2				41,212	33,023
A3 Pa ments
Bookshop expenses								12,012				12,012	9,759
Fundraising								782				782
Projects								1,988				1,988	329
Charitable donations								27,090				27,090	11,810
Garage rent								852					852
Charity golf								2,305				2,305
Gift aid to Admin								185				185
MD insurance to	Admin							125				125	125
Sundry expenses													51
				Sub		total							23,579
A4 Asset and	investment
				Sub		total
		Total payments						45,539					23,579
Net ofreceiptsl(paymenhr)								4+27				4,327	9,444
A5 Transfers	between			funds
A6 Cash funds		last year			end			89,232					69,246
Cash funds			this	year		end						84,905	78,890

~			~	~		~	~	~		~ e	~	~	~ ~
									Unrestricted		Restricted				Endowment
	Categories				Detaiis				funds to nearest a			funds to nearestf			funds to nearest a
B1Cash	funds				Cash in	hand
					Nat West Bank- Horsham
					Scotbsh	Widows -	CAF			21,339
							Total	cash funds		64,9t)5
					(tarree balances		with receipts and payments
								acccunt(s))
									Unrestricted		Restricted				Endowment
									funds			funds			funds
					Details				to nearest 6			to nearest f			to nearest 6
B2Other	monetary		assets
					Details				Fund asset	towhich belon s	C	t I	r	i)	Current value o na
B3Investment		assets
					Details				Fund asset	towhich beRn s	C	tI	tt	i)	Current value o tion
B4Assets retained			for	the
charity's	own	use
									Fund	towhich	Amount due				When due
					Details				Ifabili	relates		0	Ila		o ttonal
B5Liabilities
Signed by one or two trustees behalf ofall the trustees				on						Print Name					Date of a royal
															~&/ii a
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