HART LIONS CLUB (CIO) Charity Reg. No. 1193888 A Charitable Incorporated Organisation
Trustee Report and Financial Statements for the year ended 30 June 2022
HART LIONS CLUB (CIO) Charity Reg. No. 1193888 A Charitable Incorporated Organisation
| CONTENTS | page |
|---|---|
| Reference & Administration | 3 - 4 |
| Trustee Report | 5 - 6 |
| Independent Examiner Report | 7 |
| Statement of Financial Activities | 8 |
| Balance Sheet | 8 |
| Notes to the Accounts | 9 |
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HART LIONS CLUB (CIO) Charity Reg. No. 1193888 A Charitable Incorporated Organisation
REFERENCE AND ADMINISTRATIVE INFORMATION
Status: Registered CIO Association Document March 2021. Charity No. 1193888 Trustees: Appointed July 2021 Susan Jackson President Helen Bellamy Secretary Linda Picton Treasurer Alison Barker Trustee Jane Jones Trustee Marilyn Robson Trustee
Retiring during the year: Gillian Symons
Correspondent: Linda Picton Registered Address: 1 Silverdale Fleet Hampshire GU52 7TT
Objects of the Charity:
Such purposes as are exclusively charitable in England & Wales – in particular but not restricted to
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Advancement of citizenship
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Providing a forum for open discussion
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Encouraging service-minded people to serve their community/promoting volunteering
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Supporting young people
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Associating with local authorities
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Relief of poverty
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Humanitarian and disaster relief (Prevention of Avoidable Blindness)
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Assistance to people with disabilities
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Conservation protection
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Healthy recreation
Investment powers: Any investments authorised by law for the investment of trust funds.
Bankers: Barclays Bank 255 Fleet Road Fleet GU51 3BN
Independent Examiner: Howard Rosen
Blackberry Cottage Cleves Lane Upton Grey Hants RG25 2RG
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HART LIONS CLUB (CIO) Charity Reg. No. 1193888 A Charitable Incorporated Organisation
STRUCTURE GOVERNANCE & MANAGEMENT
Hart Lions Club was chartered by Lions Clubs International in 1993 and has been actively serving the local community since that date. Hart Lions Club also operated a separate Registered Charitable Trust No. 1035726.
In March 2021 Hart Lions Club registered with Charity Commission (Reg. No. 1193888) as a Charitable Incorporated Organisation. A formal agreement was made by Trustees for assets and liabilities of Hart Lions Club and Hart Lions Club Charitable Trust to be transferred in total to Hart Lions Club (CIO).
Trustees:
Appointments effective 1[st] July each year are agreed by Members of Hart Lions Club (CIO) at the Annual General Meeting. Elected Officers, President, Secretary and Treasurer shall also serve as Trustees for the year. Up to 9 additional Trustees may be appointed at the Annual General Meeting.
Thanks go to Gillian Symons who retired as a Trustee during the year.
Trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the Charity and which enable them to ascertain the financial position of the charity enabling them to ensure that the financial statements comply with the requirements of Charity Law and regulations and the provisions of the Governing Document.
Trustees are also responsible for safeguarding the assets of the trust and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
The Trustees are responsible for the maintenance and integrity of the Charity.
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HART LIONS CLUB (CIO) Charity Reg. No. 1193888 A Charitable Incorporated Organisation
TRUSTEE ANNUAL REPORT FOR THE PERIOD ENDING 30[th] JUNE 2022
The Trustees report on the first year of operation as a Charitable Incorporated Organisation covering period 1[st] July 2021 to 30[th] June 2022.
In common with many other charities, the activities of Hart Lions Club were reduced due to COVID-19 lockdown regulations, and it has taken some time to fully restore to pre-pandemic levels.
Public Benefit:
The charity meets the definition of a public benefit entity under FRS102. Beneficiaries are members of the public both within England and Wales and Internationally through Lions Clubs International Foundation and other recognised partner charities. The adopted Grant Making Policy outlines procedures for awarding grants and other charitable expenditure.
Annual subscriptions paid by each member of Hart Lions Club are used for administration running costs of the Charity.
No Trustee received any remuneration, payments or benefits from the Charity, apart from reimbursement of recognised expenses incurred on behalf of the Charity.
Risk Management:
Trustees will regularly review operational and financial risks faced by the Charity to ensure that manpower and funding levels are sustainable.
Reserves:
Trustees have agreed to maintain an annual unrestricted reserve of £3,000 to provide sufficient resources in the event of adverse conditions.
Taxation:
The charity is registered with the Charity Commission for England and Wales and is currently exempt from taxation on income and gains where they are applied for Charitable Purposes.
The charity is not currently registered with HMRC to receive Gift Aid.
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HART LIONS CLUB (CIO) Charity Reg. No. 1193888 A Charitable Incorporated Organisation
Main Activities
Fundraising is not itself a charitable object, it is how the charity raises the funds necessary to make grants; encouraging people generally to volunteer their time to staff events; to gain project management experience; provide social activities for people who might otherwise be at risk of social isolation; providing grants to help fund voluntary projects such as local Scouts and Guides to take part in local community and international exchange opportunities.
Fundraising activities including: Posh Tea & Fashion Show Light up a Life Refreshments at Model Railway Exhibition and Village Fete Tombola Stall at Christmas Festival
Santa Float.
Grants and donations including support to: Royal British Legion Poppy Appeal Local Scouts and Guides Festive Hampers Message in a Bottle Scheme Lions Clubs International Foundation Disaster Relief WaterAid providing fresh water and sanitation Lions FunFest activity day for people with disabilities and their families Equipment for local person and others living with a disability Internationally through Lions Clubs A Gift for Living Public awareness event ‘Take Care of Your Eyes’
Hart Lions were actively involved with the Platinum Jubilee Celebrations for the community in Fleet, specifically organising a cabaret supper evening and are grateful for Fleet Council and Fleet BID for supporting and providing venue hire.
Approved by the Trustees on
and signed on their behalf by
Susan Jackson President 2021 - 2022
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HART LIONS CLUB (CIO) Charity Reg. No. 1193888 A Charitable Incorporated Organisation
INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF HART LIONS CLUB (CIO)
I report on the accounts of Hart Lions Club for the year ended 30 June 2022
The Club was registered as a Charitable Incorporated Organisation on 22[nd] March 2021
The Club’s Trustees consider that an audit is not required for this year (under section 144 of the Charities Act 2011 (the Act), and that, by its constitution, an independent examination is needed.
It is my responsibility to:
examine the accounts (under section 145 of the Act);
to follow the procedures laid down in the General Directions given by the Charity Commission (under section 145 (5)(B) of the Act); and
to state whether particular matters have come to my attention
Basis of Independent examiner’s report
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 you as trustees concerning such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opin ion on the view given by the accounts.
Independent examiner’s statement
In the course of my examination, no matter has come to my attention:
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1) Which gives me reasonable cause to believe that in any material respect the trustees have not met the requirements to ensure that:
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a. proper accounting records are kept (in accordance with section 130 of the 2011 Act); a and
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b. accounts are prepared which agree with the accounting records and comply with the accounting requirement of the Act; or
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2) To which in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
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HART LIONS CLUB (CIO) Charity Reg. No. 1193888 A Charitable Incorporated Organisation
STATEMENT OF FINANCIAL ACTIVITIES 2021 – 2022
| Admin Fundraising Total Income 6257.47 15277.50 Total Expenditure 6406.15 14179.41 Surplus/Deficit -148.68 1098.09 From Last Year 1660.12 3122.11 Balance at Year End 1511.44 4220.20 ALANCE SHEET 2021 - 2022 Admin Fundraising Assets Cash at Bank 1511.44 4837.01 -966.81 3870.20 Cash in Hand 350.00 4220.20 Liabilities Net Assets 1511.44 4220.20 |
FunFest 4114.59 10613.86 -6499.27 11560.28 5061.01 FunFest 5061.01 5061.01 **5061.01 ** |
Charity 6296.00 6296.00 0.00 Charity 0.00 |
Saver 1500.43 519.64 980.79 2019.45 3000.24 Saver 3000.24 3000.24 |
13792.89 TOTAL 13792.89 |
13792.89 TOTAL 13792.89 |
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|---|---|---|---|---|---|---|
| 13792.89 | ||||||
| 13792.89 |
BALANCE SHEET 2021 - 2022
CHARITABLE GRANTS AND DONATIONS 2021 - 2022
| HARITABLE GRANTS | AND D |
|---|---|
| Local Community | £ |
| Lions Community store | 500.00 |
| Lions FunFest | 400.00 |
| Phyllis Tuckwell Hospice | 1000.00 |
| RBL Poppy Appeal | 50.00 |
| Step by Step | 150.00 |
| Specialist Travel Bed | 1232.00 |
| Ukrainian Family | 100.00 |
| Wessex Children's Hospice | 1000.00 |
| 1 - 2022 | |
|---|---|
| Lions International | £ |
| A Gift for Living | 300.00 |
| Dentaid | 250.00 |
| LCIF Disaster | 400.00 |
| LIBRA | 100.00 |
| MedicAlert | 100.00 |
| Special Olympics | 200.00 |
| UNICEF School in Box | 298.00 |
| WaterAid | 100.00 |
| Youth Projects | 96.00 |
4432.00 1844.00
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HART LIONS CLUB (CIO) Charity Reg. No. 1193888 A Charitable Incorporated Organisation
Notes to the Accounts
Note 1:
Fundraising Account Expenditure
| Inter Account Transfers Administration Charity Account – Charitable Donations Savings Account Charitable Donation Fundraising Costs Garage Hire (equipment storage) |
177.52 6276.58 980.36 778.00 5297.11 669.84 14179.41 |
|---|---|
Note 2:
Lions FunFest zone project funded by local clubs – a free of charge annual day of fun and activities for people with disabilities.
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