CHARITY COMMISSION FOR ENGLAND AND WALES Trustees. Annual Report for the period From 01.07.2023 Period stsrt date To 30.06.2024 Period end date Charity name: Blllingshurst & District Llons Club (CIO) Charity registration number: 1186207 Objectives and Activities Summary of the purposes of the charity as set out in its governing document Pwa 1.17 Tofostero ¥irrt of undefStandingamn8the people5 of the world. whi15t prornthir¢gthe prinaples of 8fM>J crtizenship. Totake an #Ltive interest in Ihe xoal and moral welfare of ihe peoples tft our tornrnunity. To encourage seFvicfrminded people to serve thelr community whilst prornoting high hical 5tandaids public work and per50naS endeavours. The aub provides a lde range of supFx)rt artwr(ie5 to it5 comrnunrtv. a55i5ting people of all a8e5_ At the same time the Uub providestinanaal supportlo a ran6e of 0,5 projert5 in the UK and abroad, as well as re5p0rbJgto a numberof humaTrrtarian crlses wcrtlwlde. Summary of the main artivities in relation to those Purposes for the publi¢ b•nefit, in particular, the activTrtie5, projects or s•rvi¢es identified in the accounts. Statement confirniing whetherthe trustees have had regard tothe guidance issued by the Charity Commisslon on public benefit P8 1.17w 1.19 Paa 1.18 All th¢ aub decisK)ns104$5i# lo¢1 people aThd organi5ations are o)nsidered ¥rith4n the guidance laid dowm bythe Charities commisOn thTouth 1he Uub Cornmunity Services Committee. TheTrustees are required to ratrfy all spendiTrgdecisions taken by the membership durirtgclub meeliw. lic benefits statement is stsmm¥rised below. Additional Inforniation (optionall You ma choose to indude further statements where relevant about: SORP retErence Policy on grant rnaking 1.38 The Trurnberof applicat5 thal can be support•J is. of nessIty. limited to the amourrt of fvnd5 available for distriblon in any one year. The Trustees have deternlined thai the pylothles forfundlnKwill be-. Jbiect to other eleme[ of the Trustees grant-makin8 pollcy. no restriaionsare irnposed on the purp05efor which a grant maybe made.. thus applicationsforsupporttowards capital projects. otherprojÈrtS OTcofe costs are conshlered.- as there ore appro¥. 8(Kl tson5 clb5 in the Ul applications from BIllinhUr5tare3 and surroundingdistTiCtsaregeTreraltygnfen a priority. with those in lions District 105SE Ithe counties of Surrey. Kent and Sussexl a150 bein8 consbdered. Trullees also cOnSer international fvnding reque5t5 referred tothem and bythe tions Intemation31 organi5alion.' -tandidatesfoTSUPPrytarbdl(Yw4rtsare all considered on th•rown merits. follovAng inve5tiKation by the 'cOmrnn1ty Serv7ce5 Committee.. However, ven that most of the available funds are raised within the local community, those caThlidates that are local are gven speaal consideraiitin. UsinE ihe fomier asa gu1ng prin0plhefolloWg8re examples Df areas adopted for support.. Local thar[[5 - youth groups. groups tn8 wlth the ekledy. resldentlal and nursing homes. indNNlual appeak.. Youth and thiklren's or n1$atn5 sport related groups or individual5, scouting and guidin& youth dub actNities. yLwng people uDdertakin8 cwerseas asswments..
Commun faalrmes - relief of hardship for Indwuals and famuies. vllla8e hall projects, commtsnrty group inrLiatNes. The above priorrknes in this polKywII be reviewed every year lor more often rf deemed appropriate bythe TTUSteesl. and may be chan8ed in accordance with the TnJstee< View of the most effectThfe applicat)n of availablefunds at any p(Mnt in time. lusM)ns TheTru5teeswill normal1 ppro¥ethe use of fvnd5for medKal research of international, national InY based charities-, orfor purposes forwhich overnment has a sts1Ut res onsibilit to rovide. Policy on stscial investmert induding prograffl related investment Pwa 1.38 As well as providing grantsto deservingcauses withtn Billin8shurst and ihe surroundingvillages the Billingshurst and Distrirt dub undertakes a number ofccthmuntyseThices prole(Ise¥eryswr. Exam les of such piojects indude, ForthE eldertr. We help support many luntheom db$ in the lo¢alvllo8es and di5tnbute (hristrna5 hampersto the Deedv. Forthe youry: Wework dosety with all eleven bocal pr&schoo& and ien primary schools and their associated PTAS. pn)¥Ing feadlng bth)ks forthe thlldren. her Items required io improve the children's. leaming and fftaTrual labour for such work as decoratin8 and 8ardenin8 when fequired. Wlthkn the commu. As a member o Billingshurst Ctsmmunty Partnershw. we work wth many other IcKal ctsmrnunity owganisations. such as1he spcrts dub. BrIth Lewn and 1he Scouts and Guides. to help manage and run annual evetlts such as the Billitwhurst Show. firework nlght, car bt sale5 and the Rernembrante Day parade. Our secondthand bookshop rernain5 our prinapal source of fund rai5iTrg and a150 pfovhles a $eMt01he cornfftunity enjoyed bythousands of locals. We a150 colbed used spectade5. whKh are8Taded and sent to developin8 countr. I Publk g•nefftsStstiMnt I Contribution made by¥olunteers Volunteers contribute to r obiertwes by assi%ting STr our second hand bookshop, duringour anTrual carol ojllections and at otherfund ralsln8 and communlty events. Pa 1.38 Other Achievements and Performance SORP refer)ce Summary of the main achievements of the chartty, identrfw'ngthe differen the charit¢s work has madeto ihe ircum5tance5 of tts befieficiarie5 and any wideT benefftsto CIetyaS a whole. Para 120 Current membership-33. we are pleased to have recruited 3 new members Ihis year. Our faceioface atttviiies in our bookshop. communty setvlces. schools and projects commrnees continue to prosper. Our annual Christmas Carojs tc4iettv)n and Chanty Gotf day again raised nea[ £7500 betwee them. Total fvnds r*tsed dvrlngtheyear. appmx. £47.(. enabled usto make dcat1ts duringthe 8T. aftereypenses. of approx. £27.CW. indudinw. 211(K41 pre- priMary$(h. youth dubs. Wuth proiects £5500 Billingshur5t comrnunity £132C Other donations indude: Llltk Ufe Savets In Sussem and SiovesfoT ukraine totalling E68LNJ Our prinupal expense is incurred on our bookshop. we are ne8Otiatlngto reftew the leasefor a further 6 artemi. Our knl communrty artivtty induded supp¢)rtfor&"Ilin8thurst Emergency Action Team18EAT). Billing5hurst Comrnunity Partnership and the 'Iling5hur5t Sw)rt5 and Re(reation As5allOn
Additional infomiatlon loptional) You ma choose to indude further ststemerrts where relevant about: Achlevements against objectives set Par8 1.41 Performance of fundraLw"n8attNrts a8alnst oblecifves set Para 1.41 Investment perforrnance obCtiveS P4rn 1.41 other Financial Review ew of the tharft%lsfinan(ial P051tion at the end of the perh)d Pwai The aCCj[ showo smaN surplus for theyear. We have focu5sed on local o)mmuThity and regKffial actwities onty, cuttingback on donaiions outside our Sussex rwon. As a res we hold a healthy level of fundsto meet tharitable requests and future exper¢ses as they arise the posrtiots is monitored rnonthtywa regularfinanaal reports. Expenses of £190CNJ Induded approx. £15COJ rent and ll•tIeS for our second hand bookshop t(rfetherwith other Éxpenses incurred in putting on oui rnajof eveDt5. statement explainingthe policyfor holdin8 reserves sta1in8 whythey are Pwa 1.22 The aub's irwe5knent 1510 retsin all fv[s in ?5h th reputsble banks. We h(dd a reserve atg) day5 Dutice wth thecharities AJ F¢yJndation. held Amount of reserves held P¥a122 Of crrent cash balances. we endeavourto hold suffioent cash n hand to cover 6 morrth's rent, lease rnaintenance and other expenses of our second hand bcokshop. our main fvndrai5in8 aLtMty. We ojrrently hold £10,000 for this purpose. Reasonsfor holding 2ero reserves Oe1ails of fund materially in deficit Explanation ol any un(Ertairrts aboLrt the chartty continuing a5 a 8p8 conrn Para 122 Para 1.24 P*a t23 NIA Nofunds are in deficrt None. We wll continueto manage ourfunds and donations in line with our fundrfaising capabtlrty and antiapated regular expenditure. Additional inftymiation (optk)nall You ma choose to indude further StateEnts where relevant about: The charitls principal source5 of funds linduding anyfundraisingl Para 1.47 Investment pollcy and obietli¥es includin8 any 50ual investment poJiLy adopted 1.46 A description of the principal risks laangthe tharty Paa 1.46 other
Structure, Governance and Management Description of tharrtrfs trusts.. Type ofg0vernin8dorneTrt Parn 125 Trust Deed and constrtution drawn up in accordance with the OnS aub International ILCI mtyjel su lemeTr1ed b our local aub By Law5 The Club converted to (thafrtable Incorporated Organisation I CIO) wilh effect from i" 2020. Trustees are elected ar¢nualtyto key posrtions and additional Comrnittee Chairfonn a group of Officers whose role is to manbge the affair5 of the aub Vhthin theTemTrs ol the ConstrtLlllon. final deiysions on expenditure being approved bythe fve TTUStees at Club meetin8Si general1 hdd rnonthty. How isthe charity constttuied? Para 125 Trustee selection methods induding details ot any constrtutsonal provisions e.g. electlon to post or name of any person or bcdy entitled to appoint oThe or moretrustees Pwa125 Additional infonnation (optionall You ma choose to include further stateffEnts where rdevant about: Polities and prodre$ adqjted for the indu¢tion #nd training of trustees Para 1.51 Elected tlU5tee5 are Yequired io w the a8Teed LCITrustee dedaratlon, eficouraeed lo read the rethntcc material and attend annual briefin8S held in spring each year. The tharrty is an independent dub wrthin the widef neOrt ol knons aubs in the Brrtish Islesl MD1051 and the international network of aubs International ILCII. The chaTitWs organisational 5trurtUTe and any wider networkwtth thith the tharitywork5 PaFa 1.51 Relatlonship wlth any related parties Pa 1.51 The aub operaies With the framework of a rdftRe of Lx)n5 Ub rA)Iicv doctsments induding". Inve#meni. Complaint5 procedure, Risk %sessment. VolunteÈrin& Vlerable persons and safeguarding IDBSI. General Dats Protedion Regu105 IGDPRI other Reference and Administrative detsils Charit name Other name the charit uses Re istered charit number Charity's principal address "lingshurst & fxstri¢f ifjons aub ICIO) 1186207 lo: Treasurer. 39. Ddl Lane. Billingshurst. West Sussex RH14 gIE Names of the charity trustses who manage the charity Office {rfany) Oates acted rf not ft>rwlK>Se Name of pwson lor body) entitled to appointtrustÈe Ifan Trustee name Paul Robert5 President w.e.f. 01.07_24 Peter Colernan lrnrnediate Past Pre5Jent t>orninic Roberts Vice Pwdent w.e.f. 01.07.24 John Shaw w.e.f. 07.07.24 Andrewviall Tre•surnr
orate trustees- names of the direct at the date the re rtwasa Director narne Not applicable Name of trustees holding title to property bdonging to the charity Tmst•è ftamè Not applicable Dates acted rfnot forwholt ar Funds held as custodian trustees on behalf of others De$criplion of the assets held in this capacrty NIA Name and object5 of the tharity OTr whose behalfthe assets are held and howihisfalls wr(hiTr the custodian char[5 objects Ektails of arrangementsfar safe CUody and 5e8regation of suth a55ets from the chariws own assets Declarations The trustees declare that they have approved the trustees. report above. Signed on behalf of the chaiyty's trustees Signature(s) Full namels) Posilion (eg Secretary Chair, etG) Paul Roberts Andrew Wiall President- 2024125 Treasurer- 2024125 Date 021
CHARITY COMMISSION FOR ENGiAND AND WALES Billingshurst & Dtrict Lions Club- CIO Receipts and pa ments accounts CC16a For th¢ period from To Oln7r2023 Section A Receipts and payments UnstriCted funds Restricted fvnds Endowment funds Total funds Last year tothe r8rnSt £ tslhe rwrest£ the nMreJt£ to th• A1 Re1 Booktshop tsng Fundratsing rfents Ch8nty gomday 31931 31931 4553 33.926 7,811 6,025 1.938 404 Clothpng- m*mb8t8 8ank interast Sundry income 12 12 ub total( ss inGome ARJ 47.XK) 47,3LK) A2 Assèt and inv•stm•nt sal•s, 47,300 47afrti 49.909 A3Pa ments Bookshop fAptns88 FundIalg expen8e¥ Club wojects Charity gdfday Clothing- Hi VL% Inw4 members LCI In6uran Sundry expenses Donab¢n8- communty Donabons-8chod8 13,408 $31 1.616 2.624 13,488 S31 1.616 2,824 12.328 1,801 723 1,699 15B 354 21231 5.519 225 30.489 7,591 5U56 21231 5.519 Sub totsl A4 Asset and InVestftt Sub total 54,856 Net of rnceipts/(payments) AS Transfers between funds A6 Cash funds last yèar •nd Cash fvnds this year end 362 3S2 60.210 60210 CCXX R18ccounts (SSI 1211or2024
Section B Statement of assets and liabilities at the end of the period UnrÈstrict•d funds ID nearest£ Restricted funds tr) ne4rest£ Endowment frjnds to neawestt 81 Cash funds Cash in hand 12 NatW£st bank 473 sil$h with.CAF ,n5 Total cash funds 80.210 Endowm•nt funds to nBare5t£ fvnds fvnds Detsils nearest£ Fund to whh Curnont vabje Details C05t loplkn•D Fund towhh Current value Details Cost ¢opUona B4 Assets retained for the charlty's own us¢ Fund towhich Amtyjnt due When Detatls BS Uabllltles &gned by one ortsvo tru&ee5 on bèhalf of all thetrt8e8 Date of roval SignatLtf• Print Name /Koepf,£r CCXX R2 accounts ISSI 1211012024
BILLINGSHURsfAND DisfRicf UONS CLUB ( cHARABLE INCORPORATED ORGAN1&4TION) Indepwdent examinerf5 report to the tNstees of Billing5hurst and Dlstiict Uons aub (ao), year ended June 2024 Charfty number: 1186207 I report on the accounts ended 30, June 2024. The accounts comprise the Administration l Members) Fund, the Activities (Generall Fund and the Donations (Charity) Fund. For the purposes of this examination, as advised by the Charities Commission, the charitys funds comprise the Activities Fund and the Donations Fund. The trustees have also requested that the accounts for the Members Fund be examined by me on the same basis as those of the Activities Fund and the Donations Fund. Respertlve re5ponslblllile5 of the Trustees and examlner The charivs Trustees are responsible for the preparation of the accounts. The Charitvs Trustees consider that an audit is not required for this year under section 144 of the Charities Act 20111 "the Charities ACVI and that an independent examination is needed. It Is my responslblllty to: Examine the accounts under section 145 of the Charities Act Follow the procedures laid down in the General Directions given by the Charities Commission under section 14515llbl of the Charities Act- and State whether particular matters have come to my attention Basls of Independent examIn$ statement My examination was carried out in accordance with the General Directions given by the Charities Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from the Trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit. and consequently no opinion is given as to whether the accounts present a "true and fair Vie and the report is limited to those matter5 set out in the statement below. Independent eMarnlner5 Statement In connection with my examination. no material matter5 hhve come to my attention which give rne cause to believe that, in any material respect: A¢¢ounting records were not kept in accordance with Section 130 of the Charities Act or The accounts did r¢ot accord with the accounting records I have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Robin Neville Felside, Chalk Road. Ifold, RH14 OUD Date...