2.0 Structure, governance and management Governing documents l. Lancaster and Morecambe Lions Club (CIO) Constitution and By-Laws (14 July 2020) 2. The International Association Df Lions Clubs, Constitution and By-Laws (14July 2019) Trustee selection method Trustees are elected annually by members of the charity. All Trustees are required to be a member of the charity. All Trustees stand down at the end of the financial period but may put themselves forward for re-election. There is no limit on how many years a Trustee may serve. 3.0 Objectives and Activities Charity's objectives The Objectives of the Club are such purpose5 as are exclusively charitable in England & Ojales, including in particular: The relief of poverty and the relief of those in need in particular by providing humanitarian aid and disaster relief. Encouraging service-minded people to serve their community without personal reward. Encouraging members to take an active interest in the civic, cultural, social and moral welfare of the community. Supporting youth to develop their skills, capacities and capabilities to enable them to participate in society as mature and responsible individuals. Charity's activities The charity's primary activity is to raise money from the public and return the money back to the public by making grants to worthy causes. The club operates mainly in the local Lancaster and Morecambe area but also supports wider humanitarian aid and disaster relief across the world thi-ough Lions Club International Fund LCIF. AIE monies raised from the public are returned to the public. All members of the charity give their services for free and all of the clubs administration costs are patd for by the charity members. Page2of4
In addition to giving out grants the charity operate a Food Club, assisting local people in food poverty. The Food Club operates from St James Church Hall Heysham every Thursday. The charity also operates a dementia club with the aim of providing advice and support to dementia carers. The dementia club operates from Morecambe library every Wednesday. Charity Trustee's Statement In carrying out their duties, the Trustees of the charity have had regard to the guidance issued by the commissioii on public benefit. 4.0 Achievements and Performance The club raised a total of £3,641 direct from the public and received a further £1,955 from donations and grants to fund its charitable activities. The club gave out grants totalling £2,006 direct to local people in need, and £700 to international disaster zones via Lions Club International. The Food Club continued to operate throughout the period. The food club meets once a week and supplies food to the needy. The food club supplies food to approximately 200 people each week. The Dementia Drop-in club operated every Wednesday providing support and advice for the carers and families of those living with dementia. Once a week we fed the homeless in Morecambe., We donated food vouchers to Lancaster Homeless Action. We supplied food for families in need through Social Services, Through the Lions International disaster fund we made donations totalling £700 providing relief to people around the world affected by natural disas]ter such as earthquakes, floods, and wild fi'res. We provide Christmas presents for the young people in Barnardo's. We ran a Big Coffee Morning for Macmillan. Collected and donated stamps to RNIB. Collected and donated plastic tOP5 for recycling to a group in Morecambe. Supplied various care homes with twiddle muffs for the elderly. Provided Christmas gifts and cards for the elderly in local care homes. We supplied various household items for local people in need. Page3of4
5.0 Financial revlew The Trustee's are satisfied the cash funds carried forward at the year end are sufficient for Lancaster and Morecambe Lions Club (CIO) to continue carrying out its objectives. Lancaster and Morecambe Lions Club (CIO) have no financial reserve funds and no reserves policy in place. Lancaster and Morecambe Lions Club (CIO) have no funds which are in deficit. 6.0 Funds held as custodian on behalf of others Lancaster and Morecambe Lions Club (CIO) do not hold any funds as custodian on behalf of others. 7.0 Declaration The Trustees declare that they have approved the contents of this annual report and the accompanying accounts. Signed on behalf of the charities Trustees Name and Position ure Date Ivan Huff President Robert Hobbs Treasurer Page4of4
CHARITY COMMISSION FOR ENGLAND AND WALES Lancaster and Morecambe Lions club (CIO) 1189252 Receipts and payments accounts CC16a For the perlod from 01u1-23 To 3Dun-24 Section A Receipts and payments Admin to tho n•ar•st £ Activity to th• n•ar•st £ Totsl funds to the neare•t £ Last yoar to th• n•arost £ to the nearest £ Receipts Llons Club Membershlp fees Club raffles & Tail Twister fines Club Social activities Donations & Grants received Funds raised from the public Food club membershi fees Refund on sho rates Gift Aid claim Bank Interest 743 164 1,475 55 743 164 1,475 2,010 3,641 8,065 91 2,019 4,300 4,022 6,066 72 328 1.955 3,641 8.065 Sub total(Gross income for AR) 2,436 13,661 16.098 17,596 Pa ments Li{S International Dues & fees dministration expenses lub Social activlties Shop rates Fundrasin expenses rants given within UK rants glven vla Lions Intematlonal ood dub operating costs 974 35 1.374 974 35 1,374 1214 106 1,958 72 82 3,669 400 8,606 190 2,006 700 8,655 2,006 700 8,655 11.551 Sub totsl Payment 2,383 13,934 Net of receipts/(payments) Transfers between funds Cash funds last year end Cash funds this year en 53 2.110 2,163 1,490 1,311 9,633 10,944 Section B Statement of assets and liabilities at the end of the period Cash Funds Bank account 1 Admin Bank account 2 Activi Food Club Cash Float 1,319 11,680 250 13,250 1,344 9,388 250 10,982 Total Cash Funds Outstandlng Deblts Unbanked Che ues Admin Fund Unbanked Cheque Activity Fund Food Club operatin costs June Activity Fund Unbanked cash Admin Fund Unbanked cash Actlvi Fund 100 780 823 45 636 Outstandlng Credlts 834 ADJUSTED FUNDS Carrfed forward 10,944 Note 1. Lancaster & Morecambe Lions Club (CIO) has no other monetary assets Note 2. Lancaster & Morecambe Lions Club (CIO) has rK> investment assets Note 3. Lancaster & Morecambe Llons Club (CIO) has no ass8ts retained for their own use Note 4. Lancaster & Morecambe Llons Club (CIO) has no outstsnding Liabilities Signed by on behaff of all the trustees Name & Positlon ature Date of approval Ivan Huff President Robert Hobbs Treasurer