Bexley and Sidcup Lions Club (CIO) Registered Charity Number 1189785
Trustees Annual Report for the Year Ended 30[th] June 2022
Legal and Administrative Details:
Lions Club Name: Bexley and Sidcup Lions Club (CIO) Formation Date: 27[th] December 1962 Charity Name: Bexley and Sidcup Lions Club (CIO) Registered Charity No: 1189785 Principal Address: The Charity has no registered permanent address; the Lions Club Secretary acts as the focal point for correspondence: Lion Gurdial Bharj 2 Hazel Road. Dartford, Kent, DA1 2SE
CIO Constitution: Constitution dated 04[th] June 2020 (Formally 1006867 Trust Deed dated 30th January 1969)
Current Trustees, 2021-22:
Ex Officio Trustees: Paramjit Chana (Lions Club President) Gurdial Bharj (Lions Club Secretary) ~~Siverendran Shanmuganathan (Lions Club Treasurer)~~ Resigned Elected Trustees Kalwant Main (appointed as Trustee February 2020) Baldev Bahra (appointed as Trustee February 2020) Mohinderpal (appointed as Trustee February 2020) Ghataore Vipin Sevak (appointed as Trustee February 2022)
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Trustees for the Year 2020-21:
Ex Officio Trustees: Baldev Bahra (Lions Club President) Gurdial Bharj (Lions Club Secretary) Mohinderpal Ghataore (Lions Club Treasurer) Elected Trustees Vipin Sevak (appointed as Trustee February 2020) Kalwant Main (appointed as Trustee November 2016) Ranjit Deogun (appointed as Trustee November 2016) Pritam Dhanjal (appointed as Trustee November 2016)
Bankers: Barclays Bank PLC 6 Market Place Bexleyheath Kent, DA6 7DY Independent Examiner: Mantax Lynton 2nd Floor Equitable House 7 General Gordon Square London SE18 6FH
Aims and Organisation
Lions Clubs International
The Bexley & Sidcup Lions Club (CIO) is a local club formed as part of Lions Clubs International, which is a voluntary charitable service organisation that helps, supports and guides local clubs to serve their local communities, nationally and internationally.
Clubs are chartered as separate entities with their own constitutions and by laws but have links to other clubs in their Zone, to their District organisation in the South East of England, the Multiple District of the UK & Ireland and to Lions Clubs International. Linkages with other Lions Clubs and the Lions Clubs structures provides a vehicle for the exchange of ideas and through co-operation the Clubs work together to help on national and international charitable projects.
Restrictions: The Bexley & Sidcup Lions Club (CIO) Pop in Parlour Trust Fund (formerly 1006867-1) must be used for improvements to or the erection of ‘Pop-in Parlours’ for the elderly in London Borough of Bexley. There were originally nine Pop in Parlours within the borough, at the time of setting the trust. There has been a gradual decline in number and reduced to one currently operating in Sidcup. It is now managed by Age UK Bexley providing the same services to the visitors.
Any release of funds to Age UK Bexley are on the condition that they are utilised on the Sidcup Care Site only.
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Bexley & Sidcup Lions Club (CIO)
Bexley & Sidcup Lions Club (CIO) is a voluntary organisation which exists to help the local community and support, as it sees fit, Lions Clubs’ national and international projects.
The administration of the Club is wholly financed by its members. All the time to organise activities to raise funds and provide community service is given freely by the members and friends of the Lions club, for no payment or reward. This is in the Club’s 60[th] year as part of Lions Clubs International and of serving Lions International initiatives and serving the local community.
The objects of each Lions Club are to:
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create and foster a spirit of understanding among the peoples of the world;
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promote the principles of acceptably good governance and good citizenship;
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take an active interest in the civic, cultural, social and moral welfare of the community;
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unite the clubs in the bonds of friendship, good fellowship and mutual understanding;
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provide a forum for the open discussion of matters of public interest; provided, however, that partisan politics and sectarian religion shall not be debated by club members;
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Encourage service-minded people to serve their community without personal financial reward, and to encourage efficiency and promote high ethical standards in commerce, industry, professions, public works and private endeavours.
Membership
The Lions Club’s membership at the beginning of the year was 19 that was made of 15 males and 4 female members.
In undertaking its work, the Charity relies on the members of the Bexley & Sidcup Lions Club. All members are volunteers; their time is given freely and without charge and without this support the charity would not be able to function. Family, friends and other volunteers also assist with fund raising, giving freely of their time.
Bexley & Sidcup Lions Club (CIO) is managed by its members and meets monthly at a “Business Meeting”. The Club elects and appoints annually a number of Officers and Directors who meet regularly to discuss strategic and important issues. Also detailed affairs relating to fund raising and decisions on Community Service proposals and fund raising are considered at regular business and project specific committee meetings.
Club members pay an annual subscription of £80, paid yearly. These subscriptions and fund-raising social events for members, pay for the membership which are paid to support Lions District, Lions Multiple District and Lions Club International administration as well as for the administration of the Club. These monies, relating to the administration of the club, are held entirely separately from the charitable and charity fund-raising monies in a separate “Administration Account” bank account. This Administration fund pays for the administration and running of the Lions Club,
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Trust Composition
In accordance with the Trust Deed, the Charitable Trust Fund is managed by seven Trustees who are, by default the current Club President, Secretary and Treasurer plus four elected Trustees. One new Trustee is elected each year to serve for a three-year period. Trustees may be re- elected to serve. The Trustees are elected at the same time as the Lions Club Officers and Directors by the members of the Lions Club in March/April each year and take office on 1[st] July. Trustees are made aware of their roles and responsibilities and are provided with copies of the Charity Commission guidance CC3 "The Essential Trustee". Trustees are also encouraged to attend the Lions District 105SE Spring Forum where guidance is given on the role of Trustees.
The Club’s charitable work and donations are administered through the Trust. Donations and grants are considered in accordance with the Lions Club / Trust's Grant Making Policy. All financial expenditures and donations are individually approved by a majority of the Trustees, subject to there being a quorum of 4. The Chairperson, Lion President, having a casting vote.
Purposes of the Charitable Trust
The Charitable purposes of the Trust fall into the following general categories:
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The improvement of health or the saving of lives.
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The relief of those in need, by reason of youth, age, ill-health, disability, or another disadvantage.
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The advancement of citizenship or community development.
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The relief of financial hardship.
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The advancement of environmental protection or improvement.
ICO Registration
Bexley & Sidcup Lions Club (CIO) are registered with the Information Commissioner’s Office (ICO), reference number ZA787926
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Finance and Activities
Income
The CIO relies entirely on the Bexley & Sidcup Lions Club (CIO) for its income. Members and friends of the Club undertake a variety of fund-raising activities throughout the year.
The main income of the club during the year was derived from:
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Joyden Wood /Mount Mascal – 2 nr Sponsored Walk held at grounds of a local horse riding school and nearby woodlands. Raising funds for Prostate Cancer Research at Darent Valley Hospital plus Blood Disorder research at Kings College Hospital (LIBRA).
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Stride4Life – Sponsored Walk to raise funds for cancer research at Darent Valley Hospital.
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Members and their friend’s donations for the Homeless Projects. The collection was initiated by members in conjunction with Lions Club of Sudbury.
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Every year members assist Marie Curie Cancer Care, for their Daffodil collections. Provision food and clothing items to local food bank was added to the club’s services agenda.
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Members raised money for a memorial bench placed at Hall Place, Bexley. Part of the project was funded by grant from Lions European funds.
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Public, friends and family raised funds via members for 4 nr drinking water boreholes near Mombasa, Kenya.
After the deduction of valid expenses only, surplus monies may then only be donated to chosen causes on the recommendation of the Lions Club members and approved by the Trustees.
A separate income stream in the form of subscriptions paid by members supports the administration of the club. These fund-raising events are clearly designated as being for administration rather than charity. Income derived from such fund-raising is accounted for through the “Administration Account”.
Donations made by the Charitable Trust
The Trustees approved a number of donations to local organisations and individuals based on recommendations from the Club members.
The club made numerous financial donations throughout the year to local good causes, Lions National and International initiatives.
Significant donations made
| 1. | J W Equestrian LTD | MMS Pony | 50.00 |
|---|---|---|---|
| 2. | Haiti disaster appeal | 500.00 | |
| 3. | Ball for all Appeal | 110.00 | |
| 4. | LIBRA - Kings College | 2000.00 | |
| 5. | LCI Disaster fund | 500.00 | |
| 6. | Brain Tumour | 250.00 | |
| 7. | Valley Hospital - Cancer | 500.00 | |
| 8. | Valley Hospital - Prostate Cancer | 1500.00 | |
| 9. | Cloths Railings - Arun | Sharma | 77.95 |
| 10. | Christmas Toys Distribution | 174.20 |
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| 11. 2 Water Boreholes project - | |
|---|---|
| Mombasa | 2200.00 |
| 12. Easter Eggs Distribution | 135.00 |
| 13. Lions Club Int-Air Ambulance/Brain | |
| Tumour | 400.00 |
| 14. Mt Mascal Stables | 50.00 |
| 15. LIBRA, Kings College Hospital | 1500.00 |
| 16. Darent Valley Hospital - Air glove | 82.00 |
| 17. Harsewa - Free Medicine Punjab | 250.00 |
| 18. Bromley Scouts - Callum Hall | 100.00 |
| 19. 2 water Boreholes in Mombasa | 2874.60 |
| From Pop in Parlour fund | |
| 20. Age concern – screen | £ 884.25 |
Significant donations made to local, national and international Lions appeals:
- Pledged £3500.00 to Lions International Blood Research Appeal (LIBRA)
A full list of the donations approved by the Trustees is enclosed within the accounts.
Community Service Activities
Members collect food and used cloths and donate to food banks and Hospices. Easter eggs and toys are distributed to hospices and care homes.
Reserves Policy
Given the Charity’s scale of operation and the fact that it only dispenses grants / donations within the limit of its funds at any given time it is not considered that there is a need for significant reserves. However, the Charity looks to maintain a minimum balance in its account of £1200 to pre pay for fund raising initiatives and to cover any urgent needs or requests for financial grants / donations.
Risk Policy
Not having property interests or employees, the Charitable Trust’s exposure to risk is relatively low. The Trustees are covered to the level of £2 million by the Trustees’ indemnity element of the Lions Multiple District Insurance policy. Due diligence in checking the insurance details of any organisation employed at events is essential.
The main perceived risk is insolvency. This is addressed by the trustees ensuring that grants / Donations do not exceed the available funds held by the Charitable Trust Fund at any given time. The risk policy of the Trust is subject to annual review.
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Health & Safety
Health & Safety Policy is detailed on the document based on the conditions noted within the ‘Health & Safety Policy drawn by Multiple District 105 SE
Risk Assessments are carried out specifically for the events where necessary, on the customised risk assessment forms, prior to the event taking place
Review of Financial Activities and Affairs
The financial accounts of the Bexley & Sidcup Club and the Charitable Trust Fund for the year ended 30th June 2022 are attached to this report. These have been independently examined and approved.
Signed on behalf of the Trustees:
| President | Paramjit Chana | |
|---|---|---|
| Secretary | Gurdial Bharj | |
| Treasurer | Sivrendran Shanmuganathan | |
| Elected Trustee | Kalwant Main | |
| Elected Trustee | Baldev Bahra | |
| Elected Trustee | Mohinderpal Gatoare | |
| Elected Trustee | Vipin Sevak |
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Bexley & Sidcup Lions Club (CIO)
Examination of accounts 1/07/2021 to 30/06/2022
Basis of Independent Examiner’s Report
I report to the Trustees on my examination of the accounts of the above charity for the year ended 30[th] June 2022 on pages 9 to 10.
Responsibilities and Basis of Report
As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011.
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:
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the accounting records were not kept in accordance with section 130 of the Charities Act; or
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the accounts did not accord with the accounting records; or
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the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
…………………………………………………
MANTAX LYNTON Date
Independent Examiner
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BEXLEY & SIDCUP LIONS CLUB (CIO) Registered Charity Number 1189785
| Year ended 30th June 2022 | 2021-2022 | 2021-2022 | 2020-2021 | 2020-2021 |
|---|---|---|---|---|
| £. p | £. p | £. p | £. p | |
| Total on hand 1st July2021/ 1st July2020. | ||||
| CharityAccount | 9,662.73 | 5,635.99 | ||
| Pop in Parlour Account | 12,788.03 | 14,355.07 | ||
| Total | 22,450.76 | 19,991.06 | ||
| Uncleared Payments | 355.27 | 0 | ||
| Uncleared Receipts | 55 | |||
| RECEIPTS(Charity) | ||||
| Interest | 0.51 | 3.43 | ||
| Mt Mascal Walk | 1735.00 | 2100.00 | ||
| Haiti Fund | 420.00 | 0.00 | ||
| Easter Egg Collection | 30.00 | 0.00 | ||
| Christmas Toys Collection | 50.00 | 355.00 | ||
| Donations | 0.00 | 751.13 | ||
| Bench Collection | 0.00 | 540.87 | ||
| ClothingBank | 184.00 | 0.00 | ||
| Lebanon Disaster | 0.00 | 150.00 | ||
| Sponsored Walk(Libra & Other Charities) | 2393.00 | 3011.00 | ||
| Stride 4 Life | 360.00 | 1000.00 | ||
| Homeless - SudburyProject | 0.00 | 751.00 | ||
| Donations for Borehole's in Kenya | 5280.00 | 0.00 | ||
| 10452.51 | 8662.43 | |||
| 32548.00 | 28708.49 | |||
| PAYMENTS (Charity) EveningTea - Social |
||||
| 0.00 | 100.00 | |||
| Donations(see attachment) | 14087.95 | 6397.26 | ||
| PPE for Walks | 24.93 | 55.27 | ||
| 14112.88 | 6552.53 | |||
| 0.00 | ||||
| Balance in Hand 30th June 2022 | 18435.12 | 22095.49 | ||
| Uncleared Payments | 2874.60 | 0.00 | ||
| Uncleared Receipts | -2500.00 | 0.00 | ||
| Total Bank Balance at Year End | 18809.72 | 22095.49 | ||
| of which in Popin Parlour A/C | 11904.40 | 12788.03 | ||
| of which in CharityA/C | 6905.32 | 9662.73 |
Notes
1] - Donation to Sewing Machines project in India are carried forward from 2018 - 2019 and will be payable once trustees decide appropriate dispensation. Amount in hand £4132
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BEXLEY & SIDCUP LIONS CLUB (CIO) Registered Charity Number 1189785 Donations Year ended 30th June 2022
Donations Made:
| Date | Description | Amount | |||
|---|---|---|---|---|---|
| 24/09/2021 | Haiti appeal | 500.00 | |||
| 24/09/2021 | Ball for all | 110.00 | |||
| 24/09/2021 | LIBRA | 2000.00 | |||
| 24/09/2021 | Disaster fund | 500.00 | |||
| 24/09/2021 | Brain Tumour | 250.00 | |||
| 15/10/2021 | Valley Hospital | 500.00 | |||
| 15/10/2021 | Valley Hospital | 1500.00 | |||
| 28/02/2022 | Cloths Railings -Arun Sharma | 77.95 | |||
| 28/02/2022 | Christmas Toys | 174.20 | |||
| 25/02/2021 | Borehole Project - Mombasa | 2200.00 | |||
| 25/04/2022 | P Chana - Easter Eggs | 135.00 | |||
| 11/04/2022 | Lions Club Int-Air Ambulance/Brain Tumour |
400.00 | |||
| 13/06/2022 | Mt Mascal Pony | 50.00 | |||
| 13/06/2022 | LIBRA | 1500.00 | |||
| 13/06/2022 | Northfeet - Air glove | 82.00 | |||
| 13/06/2022 | Harsewa | 250.00 | |||
| 20/06/2022 | Scouts - Callum Hall | 100.00 | |||
| 30/06/2022 | Borehole Project - Mombasa | 2874.60 | |||
| 13203.75 | |||||
| Pop | in Parlour Account | ||||
| 11/04/2022 | AGE UK BEXLEY - SCREEN | 884.20 | |||
| 14087.95 |
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Bexley & Sidcup Lions Club Examination of accounts 1/07/2021 to 30/06/2022 Bosis of Independent Examiner's Report Our examination was carried out in accordance with the 6enerol directlolis given by the Charity Commissions. An examination includes a review of the accountin9 records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of ony unusual items or disclosures in the accounts and seeking explamtions frorn you as trustees concerning su¢h matters. The procedures undertaken do not provide all the evidence that would be required in an audit ond consequentty we do rKJt express an audit opinion on the view given in the accounts. Independent Examiner's Statement In consideration with our examination, no matter has come to our attention.. (l) which 9ives us reasonable cause to believe that in any material respect the requirements (i) to keep accountin9 records in accordance with section 41 of the Act (li) to prepare accounts which accord with the accounting records and to comply with the accounting requirements of the Act have not been met or (2) to which. in our opinion, attention should be drawn in order a proper understandin9 of the accounts to be reached MANTAX LYNTON Independent Examiner Mantax Lynton Chartered Accountants & Registered Auditors 2nd Floor Equitable House 7 General Gordon Square London SE18 6FH Date: 25/04/2023