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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|in|
|document||||the social and moral welfare ofthe peoples<br>in our community.<br>Toencourage||
|||||service-minded<br>people to serve their community<br>whilst promoting<br>high||
|||||ethical standards<br>in public work and personal endeavours.||
|Summary ofthe main activities<br>in<br>relation tothose purposes for the|||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 financial||
|public benefit,<br>in particular,<br>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<br>crises worldwide.||
|identified|in the accounts.|||||
|Statement|confirming<br>whether the||Para 1.18|All the Club decisions to assist local people and organisations<br>are considered||
|trustees<br>have had regard tothe||||within the guidance<br>laid down by the Charities Commission<br>through the||
|guidance<br>issued by the Charity<br>Commission<br>on public benefit||||Club Community<br>Services Committee. The Trustees are required to ratify all<br>spending<br>decisions taken by the membership<br>during<br>Club meetings.<br>Our public benefits statement<br>is suminarised<br>below.||



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|ou m|a|cho|ose to include|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 for funding<br>will be:||
||||||-subject<br>to other<br>elements<br>of the<br>Trustees<br>grant-making|policy,<br>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<br>are approx.<br>800 uons<br>Clubs<br>in the<br>UK, applications<br>from||
||||||Billingshurst<br>area and surrounding<br>districts are generally<br>given a priority, with||
||||||those<br>in Lions District 10SSE(the counties of Surrey,<br>Kent and|Sussex) also|
||||||being considered.<br>Trustees<br>also consider<br>international<br>funding<br>requests||
||||||referred tothem and bythe Lions International<br>organisation;||
||||||-candidates for support and/or grants are all considered<br>on their|own merits,|
||||||following<br>investigation<br>by the 'Community<br>Services Committee'.|However,|
||||||given that most ofthe available funds are raised within the local|community,|
||||||those candidates<br>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<br>groups,<br>groups<br>working<br>with the elderly,|residential|
||||||and nursing homes, individual<br>appeals;||
||||||Youth<br>and<br>children's<br>or anisations<br>- sport<br>related<br>groups<br>or|individuals,|
||||||scouting<br>and<br>guiding,<br>youth<br>club<br>activities,<br>young<br>people|undertaking|
||||||overseas assignments;||





||||||||Communit<br>facilities<br>—relief of hardship<br>for individuals<br>and families,|village|village|
|---|---|---|---|---|---|---|---|---|---|
||||||||hall projects, community<br>group initiatives.|||
||||||||The above priorities<br>in this policy will be reviewed<br>every year (ormore|often||
||||||||ifdeemed appropriate<br>bythe Trustees), and may be changed<br>in accordance|||
||||||||with the Trustees' view ofthe most effective application<br>ofavailable funds|||
||||||||at any point in time.|||
||||||||Exclusions|||
||||||||The Trustees will not normally<br>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<br>to provide.|||
|Policy on|social investment<br>including|||||Para 1.38|Activities Programmes|||
|program|related investment||||||As weil as providing<br>grants to deserving<br>causes within<br>Billingshurst<br>and|the||
||||||||surrounding<br>villages the Billingshurst<br>and District Lions club undertakes|a||
|( Public Benefits Statement )|||||||number ofcommunity<br>services projects every year.|||
||||||||~Exsm<br>lesofsuch projects include,|||
||||||||Forthe elderly: We run monthly<br>bingo sessions<br>in a local home for residents|||
||||||||and elderly from the wider community.|||
||||||||We help support<br>many luncheon<br>clubs in the 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 associated<br>PTAs, providing<br>reading books forthe|||
||||||||children, other items required to improve the children' s' learning<br>and|||
||||||||manual<br>labour for such work as decorating<br>and gardening<br>when required.|||
||||||||Within the community:<br>As a member ofBillingshurst<br>Community|||
||||||||Partnership,<br>we work with many other local community<br>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<br>Day parade.|||
||||||||Our second-hand<br>bookshop<br>provides a service tothe community<br>enjoyed||by|
||||||||thousands<br>oflocals as well as collecting spectacles, which are graded and|||
||||||||sent to developing<br>countries.|||
|Contribution||made by|volunteers||||Volunteers<br>contribute to our objectives by assisting<br>in our second hand|||
|||||||Para 1.38|bookshop, during our annual carol collections and atother fund raising<br>events.|||
|Other|||||||The Club changed status to a Charitable<br>Incorporated<br>Organisation<br>(CIO), in<br>accordance with approved<br>Lions Club International<br>procedures,<br>effective 1"|||
||||||||July 2020.|||
|Achiev|e|ments|and|Performance||||||
|||||||SORP reference||||
|Summary|ofthe main||achievements||of|Para 1.20|Current membership<br>—27, an increase. We are recovering from the shock|||
|the charity, identifying|||the difference||||ofthe Covid pandemic.<br>Many ofour facetoface activities<br>in our bookshop,|||
|the charity's||work has|made tothe||||community<br>services and projects committees<br>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<br>Charity Golf day for 2years, raising nearly f5000.|||
|whole.||||||||||
||||||||We are pleased that:|||
||||||||Total funds raised during year, approx. - E35,000,enabled<br>usto make|||
||||||||donations<br>during the year, after expenses, ofapprox. -f27,000:|||
||||||||Local primary schools, youth clubs and youth projects - E6,700|||
||||||||Billingshurst<br>local community<br>E11,000|||
||||||||West Sussex Carers Support E5000|||
||||||||Humanitarian<br>relief —Ukraine f4000|||
||||||||Our local community<br>activity included<br>support for Billingshurst<br>Community|||
||||||||Transport, the Billingshurst<br>Community<br>Partnership<br>and Youth activities|in||
||||||||the area.|||



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|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<br>in donations. The accounts show a managed<br>deficit for the year of<br>approx. f4000as we now have the comfort ofregular fundraising<br>through|
||||||our second hand bookshop for the year. We continue to hold a healthy level|
|Statement<br>explaining|the|policy for||Para 1.22|offunds to meet charitable<br>requests asthey arise.<br>The Club's investment<br>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<br>rent, lease maintenance<br>and other expenses ofour second|
||||||hand bookshop, our main fundraising<br>activity. We currently<br>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<br>ofany uncertainties|||about|Para 1.23|None. We will continue to manage our funds and donations<br>in line with our|
|the charity continuing|as|a going|||fund-raising<br>capability.|
|concern||||||



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|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<br>document||Para 1.25|Trust Deed and constitution<br>drawn<br>up in accordance with the<br>Lions||Club|
||||International<br>(LCI)model|||
|How isthe charity constituted?||Para 1.25|The Club converted to Charitable<br>Incorporated<br>Organisation<br>( CIO) with<br>effect from 1"July 2020.This is our 2" full year ofCIO status.|||
|Trustee selection methods<br>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.<br>All final decisions on expenditure<br>being approved||by|
|person or body entitled to appoint one|||the five Trustees at club 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<br>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|briefings||
||||held in Spring each year.|||
|The charity's<br>organisational<br>structure|||The charity is an independent<br>club within the wider network of Lions|||
|and any wider network with|which the||Clubs in the British Isles (MD105) and the international<br>network|of Lions||
|charity works|||Clubs International<br>(LCI).|||
|||Para 1.51||||
|Relationship<br>with any related|parties|||||
|||Para 1.51||||
||||The Club operates within the framework<br>ofa range of Lions Club|policy||
|Other|||documents<br>including:<br>Investment,<br>Complaints<br>procedure,<br>Risk|||
||||Assessment,<br>Volunteering,<br>Vulnerable<br>persons and safeguarding|(DBS),||
||||General Data Protection<br>Regulations<br>(GDPR)|||



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|D<br>CHARITY COMMISSION <br>FOR ENGLAND<br>AND NALES|D<br>CHARITY COMMISSION <br>FOR ENGLAND<br>AND NALES|D<br>CHARITY COMMISSION <br>FOR ENGLAND<br>AND NALES|D<br>CHARITY COMMISSION <br>FOR ENGLAND<br>AND NALES|D<br>CHARITY COMMISSION <br>FOR ENGLAND<br>AND NALES|D<br>CHARITY COMMISSION <br>FOR ENGLAND<br>AND NALES|D<br>CHARITY COMMISSION <br>FOR ENGLAND<br>AND NALES|'-" '"|Billingshurst<br>&District Lions <br>eceipts and pa <br>R|Billingshurst<br>&District Lions <br>eceipts and pa <br>R|Club - CIO<br> ments accoun|Club - CIO<br> ments accoun|ts||CC~sa|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
||||||||Forthe period<br>from||01.07.21|To|30.06.22||||
|~|i|+|a<br>a||~|~|s|a|||||||
||||||||Unrestricted<br>funds||Restricted<br>funds|Endowment<br>funds|Total||funds|Last year|
||||||||tothe|nearest<br>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<br>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<br>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||~|~|~||~<br>e|~|~|~ ~|||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||||||||||Unrestricted||Restricted||||Endowment|
||Categories|||||Detaiis||||funds<br>to nearest a|||funds<br>to nearestf|||funds<br>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 <br>asset|towhich<br> belon s|C|t I|r|i)|Current value<br>o<br>na|
|B3Investment||assets|||||||||||||||
|||||||Details||||Fund <br>asset|towhich<br> beRn s|C|tI|tt|i)|Current value<br>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 <br>behalf ofall the trustees||||on|||||||Print Name|||||Date of<br>a<br>royal|
|||||||||||||||||~&/ii a|
|||||||||||/4 A/34+' A)|||~/'/PA +||||





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