## **Trustees’ Annual Report for the period** ## **From 01/07/22 Period start date To Period end date** ## **30/06/23** ## **Charity name: Edwinstowe And The Dukeries Lions Club CIO** ## **Charity registration number: 1189329** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**Raise and re-distribute charitable**
**donations to causes within the**
**community**| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|**Appeals, Raffles and Tombola, Easter**
**Egg Drives, Quiz Nights, Games Nights,**
**Christmas Santa and Sleigh.**
**Donations are sought by a wide variety**
**of community groups and individuals.**
**The Club tries to help those**
**organisations that struggle to obtain**
**assistance elsewhere.**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**Yes. Guidance is followed.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||
SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|**Trustees and Members consider**
**applications from wide variety of**
**community groups and individuals. The**
**Club tries to help those organisations**
**that struggle to obtain assistance**
**elsewhere.**| |Policy on social investment
including program related
investment|Para 1.38|**Our aim is to, wherever possible,**
**support in the form of donations and**
**non-financial support, within the**
**communities where the funds were**
**raised.**| |Contribution made by
volunteers|Para 1.38|**All club members are volunteers and**
**these members are supported by non-**
**members on occasions. All members**
**pay dues to the Club to cover all**
**administration costs.**| Other ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|**Whilst the Club concentrates its**
**distribution of benefits to its local**
**community, it also plays an integral part**
**in the work Lions Club Nationally and**
**Internationally.**
**Donations tend to be relatively small to**
**organisations like:**
**Food Hubs**
**Scouts and Brownies**
**Sports Clubs**
**Disability groups**
**Other local charity drives**
**Older peoples clubs**
**Defibrillator appeals**
**etc**| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: |
Achievements against
objectives set|
Para 1.41|
**N/A**| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|**N/A**| |Investment performance
against objectives|Para 1.41|**N/A**| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|| |Amount of reserves held|Para 1.22|| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**None**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |
The charity’s principal
sources of funds (including
any fundraising)|
Para 1.47|
**The public and occasional sponsors**| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**We do not invest**| |A description of the principal
risks facing the charity|Para 1.46|**The challenge of recruiting new (and**
**younger) active Members**| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**Trust**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**CIO**| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|**Officers are elected annually by the**
**membership.**
**Trustees usually remain static and tend**
**to be the President, Treasurer, and one**
**other.**| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: |
Policies and procedures
adopted for the induction
and training of trustees|
Para 1.51|
**Potential members are expected to**
**experience and participate in a minimum**
**of THREE club events prior to being**
**considered for induction. Post**
**induction, a “buddying” scheme is**
**deployed. Lions Club International**
**makes available a wide range of**
**supportive guidance and courses to aid**
**personal development.**| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|**Lions Club International**
**Lions Clubs UK**
**Lions Club District**
**Edwinstowe and the Dukeries Lions**
**Club – President; Vice President;**
**Treasurer; Secretary. Trustees**| |Relationship with any
related parties|Para 1.51|**None**| |Other||| ## **Reference and Administrative details** |Charity name|Edwinstowe and the Dukeries Lions Club CIO| |---|---| |Other name the charity uses|None| |Registered charitynumber|**1189329**| |Charity’s principal address|5 Cul-de-Sac
Bilsthorpe
Nr Newark,
Nottinghamshire
NG22 8QT| ||| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Jonathan Yarwood|Secretary||The Club Membership| ||Diane Yarwood|Past President||ditto| ||Clive Parkin|Treasurer/President
Elect||ditto| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – Corporate trustees names of the directors at the date the report was approved **Director name N/A** ## Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year**|| |---|---|---| |**N/A**||| |||| |||| |||| |||| |||| ## **Funds held as custodian trustees on behalf of others** Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** **Type of Name Address adviser** ## **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details **N/A** ## **Other optional information** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** Jonathan Yarwood **Full name(s)** Clive Edward Parkin **Position (eg Secretary,** Hon Treasurer Hon Secretary **Chair, etc) Date** 26 June 2024 ## **EDWINSTOWE AND THE DUKERIES LIONS CLUB CIO** ## **STATEMENT OF ACCOUNTS** ## **FOR THE YEAR ENDED** **30[TH] JUNE 2023** ## **EDWINSTOWE AND THE DUKERIES LIONS CLUB** ## **ADMINISTRATION FUND** ## **INCOME AND EXPENDITURE FOR THE YEAR ENDED** # **30[TH] JUNE 2023** £ £ OPENING BALANCE 523.85 INCOME Dues 297.48 Gift Aid 0 Donations 294.45 Charter Night 1,441.50 Tail Twister 62.00 Clothing 243.75 2,863.03 EXPENDITURE International & Local Dues 694.03 Charter Nights 1,205.50 Games Night 33.68 Shaum Gibson Games Night 150.00 Clothing 106.42 Transfer to Ben ac 194.69 2,384.32 **CLOSING BALANCE** 478.71 ## **EDWINSTOWE AND THE DUKERIES LIONS CLUB** ## **FUNDRAISING FUND** ## **INCOME AND EXPENDITURE FOR THE YEAR ENDED 30[TH] JUNE 2023** |£
OPENING BALANCE
INCOME
Sleigh
Pull
5,420.46
Xmas Tesco
2,445.00
Race night
1,929.45
Donations of confectionary
167.00
Christmas Hamper
165.00
Santa at Edwinstowe Lights
214.00
Easter raffles
1,055.00
Misc donations
163.04
EXPENDITURE
Transfers to Benevolent
10,000.00
Transfer to Admin
600.68
Confectionary
445.25
Printing
180.00
RBL Wreath
30.00
Race night organsiser
170.00
Xmas donation to Nina
150.00
Misc
18.00
**CLOSING BALANCE**|£
9,907.68
21,466.63
11,593.93| |---|---| ||9,872.70| ## **EDWINSTOWE AND THE DUKERIES LIONS CLUB** ## **BENEVOLENT FUND** ## **INCOME AND EXPENDITURE FOR THE YEAR ENDED** ## **30[TH] JUNE 2023** |£
OPENING BALANCE
INCOME
Transfer from F/R
10,000.00
Transfer from Admin
194.69
Woodheads
2,218.66
Ukraine Appeal
1,100.00
Misc donation
25.00
EXPENDITURE
Race Night and licence
527.00
Print/stationery
139.34
Dues
413.00
Confectionary
168.06
Sleigh costs (fuel)
150.00
Hampers
63.81
Flower
30.00
Donations (*see details)
12.076.18
**CLOSING BALANCE**|£
1984.68
***Donations**
£
Bilsthorpe Utd
622.00
Litter pickers
84.18
Ukraine Couple
150.00
Edwinstowe Food hub
2,350.00
Brave the Shave
500.00
14,723.03
Rope Project
2,000.00
Outside the Cave
250.00
Lets All Eat
500.00
Pathfinders Xmas presents
320.00
Notts Mind Fun Run
200.00
Furniture Project
500.00
Shaun Gibson Appeal
100.00
ROB Xmas Event
500.00
Reach – Big Give
500.00
St Marys School
400.00
International Turkey Appeal
100.00
Bee Humble
600.00
Ladies Cricket
250.00
13,567.39
Disabled Riders
100.00
P Kitson – London Marathon
500.00
Newark Co-production
500.00
1,155.64
St Mary's Guides
650.00
Wood Turners
200.00
Age Concern Ollerton
200.00
**Total donations**
**12,076.18**| |---|---| **12,076.18** ## **EDWINSTOWE AND THE DUKERIES LIONS CLUB** ## **BANK BALANCES as at** ## **30[TH] JUNE 2022** 2023 2022 Administration £478.71 £523.85 Fundraising £9,872.70 £9,907.68 Benevolent Fund £1,155.64 £1,984.68 TOTAL FUNDS £11,507.05 £12,416.21 ## Treasurer’s report The attached accounts have been prepared from the bank statements and other records. They are a complete record of the financial transactions of Edwinstowe & The Dukeries Lions Club CIO for the year ended 30[th] June 2023 Signed: _**C E Parkin**_ Date: _**17th November 2023**_