Boroughbridge '98 Lions Club
CHARITY Reg No: 1189974
Lion President Club Secretary Club Treasurer Lion John Boulton Lion John Alder Lion Peter Seymour 6 Cropstones 23 Cathedral Mews Willow Cottage, Horsefair Bramham Boroughbridge West Yorks RIPON YORK LS23 6SG HG4 2JU YO51 9AA Tel : 07843 384125 (M): 07885 990585 Tel: 07919 250080 E : abc123john@hotmail.com E : johnalder100@yahoo.co.uk E: seymourpeter359@googlemail.com
Boroughbridge 98 Lions Club (CIO)
Trustees’ Annual Report – year ended 30[th] June 2023
Reference and Administration details
Charity Name Boroughbridge 98 Lions Club (CIO)
Registered Charity Number 1189974 Charity’s principal address 6 Cropstones, Bramham, West Yorks. LS23 6SG
Trustees for the year:
John Boulton ( Club President & Executive Trustee ) John Alder ( Club Secretary & Executive Trustee ) Peter Seymour ( Club Treasurer & Executive Trustee ) Susan Johnson ( Club Service Chair & Voluntary Trustee
)
Eric Clark ( Voluntary Trustee ) Josephine Nan Efuah Quartson ( Voluntary Trustee )
Bankers HG11RN
HSBC Bank PLC., 7 Prospect Crescent, Harrogate.
Structure, Governance & Management
Governing Document
Boroughbridge 98 Lions Club ( CIO ) Constitution document dated 17[th] June 2020
Charity Constitution
Incorporated, governed by Declaration of Trust
Trustees have volunteered from existing club members.
Trustees Selection
.
Organisational structure
a ) Lions Clubs International
Boroughbridge 98 Lions is a club formed as part of Lions Clubs International, an international, non-political, voluntary service organisation that provides assistance, support and guidance to member clubs, across the world, to serve their local communities. The club is part of Multiple District 105 UK, Regional District 105N (North England & Scotland) and local Zone (comprising other local Lions clubs).
b ) Boroughbridge 98 Lions Club
Boroughbridge 98 Lions Club is a charitable, voluntary service club formed in 1998 in order to serve the local community of Boroughbridge and its surrounding villages. Since the closure of Ripon Lions Club in 2021, it also looks to offer support to needy people and organisations in and around Ripon city. Finally it offers support to other clubs locally as well as to Lions Clubs International with its international projects. The administration of the club is financed by its members who undertake various fundraising activities throughout the year. Apart from the deduction of valid expenses, all monies raised are donated by the club to the charitable trust fund for appropriation to local causes (c90%) and international causes (c10%) as approved by Club members and Trustees. Members’ and Trustees’ time is given freely by all within the club and without compensation.
Membership & meetings
Membership at the beginning of the year was 15, and at the end of the year was 18, comprising 11 men and 7 women.
Club members pay an annual subscription of £40, paid as half-yearly instalments of £20. These subscriptions, together with monies raised at any fund-raising social events, pay for each members dues – monies owed to the local District, Multiple District 105 and Lions Clubs International, towards their administrative costs. New members pay a pro-rata subscription determined by the date of their induction to the club.
Boroughbridge 98 Lions Club holds its business meetings on the second Tuesday of each month at The Black Bull public house in Boroughbridge. All members are encouraged to attend but this is not compulsory. An agenda is drawn up by the club’s President and minutes are taken by the club’s Secretary and circulated to all members. At these meetings all funding requests are voted on by all members. The requests will have already been scrutinised by The Grants and Welfare Committee with a recommendation having been made and circulated to all members before the Business Meeting.
At times, a selected subcommittee of the Club will hold a number of planning meetings, leading up to an event, at a different venue in Boroughbridge – mainly the
Crown Hotel. These meetings are more informal and focus exclusively on planning future events and activities.
Executive Club officials ( namely President, Secretary & Treasurer ) are elected on a bi-annual basis. Other positions are elected annually. The main roles at Boroughbridge 98 Lions Club are those of President, Secretary, Treasurer, Membership Officer, Activities Officer, Publicity / Media Officer & Youth Officer. The Executive Trustees are elected on the same bi-annual timescale, whilst Voluntary Trustees are elected on an annual basis.
Objectives and Activities
Summary of Objects & Activities of the Club according to its Constitution document
The Objects of Boroughbridge 98 Lions Club are such purposes as are exclusively charitable, including in particular: the Club shall encourage the advancement of good citizenship amongst its members as well as supporting Youth to develop their community involvement; promoting the Voluntary Sector and volunteering both locally and regionally; providing humanitarian relief to those in need; promoting environmental protection and encouraging healthy recreation. Trust funds can only be appropriated to charitable causes and only with the authority of Club members.
The income and property of the Club must be applied solely towards the promotion of the Objects.
Achievements and Performance
The last year has been a busy one generally with the highlights including the growth in membership ( + 3 – which comprised 5 new members and 2 resignations due to lack of available time ), a record equaling Santa Sleigh campaign, an expanding focus on Environmental support grants, and a significant increase in the general level of grants and donations given out to worthy causes. The following donations and activities were carried out during the year :-
Donations :
1 ) The Club continued to support the Community Larder, both financially and with manpower resources.
2 ) A grant of £1733.75 was awarded to Great Ouseburn Primary School to help them set up a Forest School classroom in a local wood.
3 ) A grant of £350 was awarded to Roecliffe Parish Council to help them renovate and improve Roecliffe Common Reserve.
4 ) £250 was awarded to each of three local scouts who were raising funds in order to attend the World Scout Jamboree, in Sth Korea, in Summer 2023.
5 ) £400 was awarded to Boroughbridge Chamber of Trade towards the costs of Christmas Tree lights for the town.
6 ) The Club purchased two weeks booking of Filey Lion’s caravan to enable two needy families to have a free week’s holiday each on the coast.
7 ) A significant number of people helped the Club with it’s Santa Sleigh campaign for December. In recognition of that support, a number of donations were handed out to the following charities and clubs who helped : Vision Support Harrogate £350, Harrogate Staywell £390 , Scouts £200, MIND £175, St Michael’s Hospice £1236, Tadcaster Guides £100, Boroughbridge Guides £200, whilst £400 was awarded to, but refused by, Boroughbridge Young Farmers. £250 and £350 were finally awarded to Santas who helped the campaign, for charities of their choice.
8 ) Additional grants & donations were awarded to other clubs and charities after the highly successful Santa Sleigh campaign, namely : Little Ouseburn Village Hall £589, Boroughbridge Primary School £445, Eckersley House for terminally ill children £1500, and Young Lives v Cancer ( prev Clic Sargent ) £750.
9 ) £470.80 was awarded to Yorkshire Wildlife Trust to enable them to put up improved signage at their Lower Dunsforth Nature Reserve.
10 ) £1180 was awarded to Great Ouseburn Parish Council to help improve the environmental areas in both the village and next to the toll bridge.
11 ) £150 was awarded to Harrogate Staywell charity for purchasing a new vacuum cleaner for a vulnerable lady in Ripon. A further £55 was awarded later in the year towards a microwave.
12 ) A grant of £555 was awarded to the Bad Apple Theatre Group, based in Green Hammerton, who wanted to provide acting classes to youngsters in the area. 13 ) £250 was awarded to the District Governor’s wife’s appeal – Make A Wish UK.
14 ) £800 was awarded to Boroughbridge Community Care to allow them to run Gentle Exercise & Movement to Music classes for their elderly residents.
15 ) £64.95 was awarded to a resident of Little Ouseburn in order to purchase some ‘ Hedgehog Highway ‘ signs to give out to homes in the village.
16 ) As an example of extending the Club’s support reach to Ripon, £300 was awarded to North Stainley Junior Cricket Team in order to purchase some club fleeces for the new season. The Lions logo and wording was printed on the tops.
17 ) £1500 was awarded to a very special young individual, Sid, who was competing in the World Dwarf Games in Germany. Our club grant was to help towards his expences.
18 ) There is a grant application pending for Little Ouseburn Village Hall.
Activities / Events :
1 ) A record equalling Santa Sleigh Campaign was concluded during December. In total c£9500 was raised from both mobile and static collections and a large number of helpers from outside of the club got involved. 2 ) A number of members attended the Aldborough & Boroughbridge Show at Newby Hall in July. They manned the Lions marquee and ran a successful tombola.
3 ) Some members helped with a bucket collection at Ripon Racecourse for Young Lives v Cancer.
4) One member has planted close to 6000 trees on her family’s farm to represent the number of primary school children in the Club’s area. Children have filled in tree tags.
5 ) A number of members helped marshal attendance of patients at the local surgery Flu Jab campaign for the Autumn.
6 ) A number of members helped Marie Curie with their annual bucket collections at Morrisons.
7 ) One member attended the Remembrance Day service on behalf of the
Club.
8 ) Throughout the year, one member was responsible for collecting second hand spectacles and sending them off to Lions HQ in Birmingham.
9 ) Some members helped Elmet Lions Club with marshalling of their Selby Bike Ride, whilst one member helped Knaresborough Lions with marshalling of their Bed Race.
10 ) The annual Family Bike Ride was held in May and proved a huge success, with c160 riders ( families and young children ) and support from both Boroughbridge & Gt Ouseburn Primary Schools as well as marshals from other Lions clubs.
11 ) Ten large Easter Eggs were raffled off on behalf of the Club by different individuals and businesses in the town. C£500 net was raised for the Club.
Financial review
Income derived from donations and fund raising is accounted for through the Club’s Charitable Trust Account, which may then only be donated to chosen causes on the recommendation of Lions Club members and approved by Trustees.
All income that the Club receives is held in one Trust Account with the Club’s bankers. However, when producing the Club’s annual Accounts, the Treasurer produces both an Admin set of Accounts (showing income used to effectively run the club) and a Charity set of Accounts (showing Income and Expenditure used in carrying out the club’s Charitable Activities).
Boroughbridge 98 Lions Club seeks to maintain a contingency reserve in its Charity Account of £2000. This is ring-fenced money that the Club seeks to hold to cover the situation if it is unable to operate the Santa Sleigh campaign in any year, due to adverse weather or other uncontrollable circumstances.
Total Income for the year was £12750 and Total Expenditure £18255. Year end balances were: Admin £940, Charity £11315
The financial accounts of Boroughbridge 98 Lions Club and Charitable Trust for the year ended 30[th] June 2023 are attached with this report.
Declaration
The Trustees declare that they have approved the Trustees’ Report, as laid out above.
Signed by the Trustees:
Name Position Signature John Boulton Chairman & Club President John Alder Club Secretary Peter Seymour Club Treasurer
| Susan Johnson | Club Service Ofcer |
|---|---|
| Eric Clark | Trustee |
| Josie Quartson | Trustee |
Ordinary People doing Amazing Things Lions Clubs International
Annual Accounts July 2022 - June 2023
I have examined these accounts and comfirm that they are an accurate summary of the clubs accounts for financial year 2022 - 2023 Signature: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..... . . . Dated: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..... . . .
Charity Account
As per last Report Bank £16,799.48 Cash £21.34 Balance Brought Fwd £16,820.82
Income
| Donations | ||
|---|---|---|
| A&B Show | £341.85 | |
| Minskip car boot | £64.65 | |
| FOGOS Quiz | £671.97 | |
| Misc donations | £120.00 | |
| Egg Raffle | £891.83 | |
| Collecting Tins | £62.53 | |
| Duck Race | £24.00 | |
| Horton refund | £30.00 | |
| Gift Aid | £132.63 | |
| Total | £2,339.46 | |
| Christmas Activities | ||
| Donations | £720.00 | |
| Sleigh Collections | £8,827.24 | |
| Total | £9,547.24 | |
| Family Cycle Day | ||
| Entry Fees | £513.19 | |
| Sponsorship | £350.00 | |
| Total | £863.19 |
Total Income
£12,749.89
Expenditure
| Expenditure | |||||
|---|---|---|---|---|---|
| Donations | |||||
| Various donations | £14,736.67 | ||||
| LCIF Donations | £1,304.65 | ||||
| Expenses | |||||
| Lottery/ICO fees | £75.00 | ||||
| Coin Counter | £169.99 | ||||
| Stationery & printing | £226.35 | ||||
| Postage | £130.79 | ||||
| Adverts | £352.00 | ||||
| Message in a bottle | £37.80 | ||||
| Card reader charges | £22.60 | ||||
| Total | £17,055.85 | ||||
| Christmas activities | |||||
| Sleigh Repairs | £47.94 | ||||
| Sleigh Insurance | £364.00 | ||||
| Thank you gifts | £19.75 | ||||
| Total | £431.69 | ||||
| Family Cycle Day | |||||
| Bike Ride exp(Certs&Medals) | £431.70 | ||||
| Total | £431.70 | ||||
| Egg Raffle | |||||
| Cost of Eggs | £336.00 | ||||
| Total | £336.00 | ||||
| Total Expendure | £18,255.24 | ||||
| Surplus Income over Expenditure | -£5,505.35 | ||||
| Charity Account | |||||
| Balance Brought Fwd | £16,820.82 | ||||
| Surplus Income over Expenditure | -£5,505.35 | ||||
| BALANCE CARRIED FORWARD | £11,315.47 | ||||
| RECONCILLIATION | |||||
| Account Balance | £11,271.53 | ||||
| Cash in Hand | £43.94 | ||||
| BALANCE | £11,315.47 | ||||
| Admin Account | |||||
| As per last Report | |||||
| Bank | £541.21 | ||||
| Cash | |||||
| Less creditors | £- | ||||
| Balance Brought Fwd | £541.21 | ||||
| Income |
| Member's Donations | £500.00 | ||
|---|---|---|---|
| Club Raffle | £156.00 | ||
| Gift Aid | £1,490.50 | ||
| Club Clothing | £80.82 | ||
| Total Income | £2,227.32 | ||
| Expenditure | |||
| Multiple District dues | £625.50 | ||
| LCI Dues | £552.19 | ||
| Club clothing | £80.82 | ||
| Bank Charges | £108.27 | ||
| Get well gift | £17.00 | ||
| Room hire | £180.00 | ||
| Postage & Stationery | £126.50 | ||
| Club initial raffle prize | £5.30 | ||
| Guest drinks | £132.88 | ||
| Total Expenditure | £1,828.46 | ||
| Surplus Income over Expenditure | £398.86 | ||
| Admin Account | |||
| Balance brought forward | £541.21 | ||
| Surplus income over Expenditure | £398.86 | ||
| BALANCE CARRIED FORWARD | £940.07 | ||
| Less Monies still outstanding (awaiting gift aid payment from 29th May 2023 submission) | -£962.50 | ||
| -£22.43 | |||
| RECONCILLIATION | |||
| Account Balance | -£22.43 | ||
| Cash in Hand | £0.00 | ||
| BALANCE | -£22.43 | ||
| Total of Charity, Admin and Larder Balance | £11,293.04 | ||
| Bank Balance at 30th June 2023 | £11,249.10 | ||
| Petty Cash | £43.94 | ||
| Total | £11,293.04 |