2022-06-30-accounts - Bradford-On-Avon Lions Club (CIO)

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year 01 07 2021 30 06 2022

From To

Section A Reference and administration details

Charity name Bradford-on-Avon Lions Club (CIO)

Other names charity is known by

Registered charity number (if any)[1195385] Charity's principal address 5 Huntingdon Rise Bradford-on-Avon Wiltshire Postcode BA15 1RJ

Names of the charity trustees who manage the charity

Name of person (or body) Dates acted if not for Trustee name Office (if any) entitled to appoint trustee (if whole year any)

1 Phil Courage President

2 Richard Bloom Treasurer 3 Keith Yates Secretary
4 Bob Farrimond
5 Brian Hersee
6 Ronald Plum
7 Ian Tappenden

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

(eg. trust deed, constitution)

CIO Association Constitution

How the charity is constituted

(eg. trust, association, company)

Trust

Trustee selection methods

(eg. appointed by, elected by)

March 2012

TAR

Volunteer vetting and voting (election)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Club Policies: The Club has written policies covering The policy topics are: - Safeguarding Grant making Disability and accessibility

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

The objects of the club are such purposes as are exclusively charitable in England & Wales, including in particular:

The advancement of citizenship.
Promoting the voluntary sector for the public benefit by associating with local authorities in a common effort to advance education and provide facilities in the interests of social welfare for recreation or other leisure time occupation to improve the conditions of life of people in local, national and international communities.
Promoting volunteering.
The relief of poverty and the relief of those in need in particular by providing humanitarian aid and disaster relief.
The advancement of health or the saving of lives by preventing avoidable blindness, assisting disabled people to lead independent lives or helping to prevent or manage health issues.
Promoting for the benefit of the public the conservation protection and improvement of the physical and natural environment.
Promoting community participation in healthy recreation.

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

1. Advancement of citizenship :

By encouraging people to volunteer (e.g. providing youth volunteer opportunities by involving local cadet force in helping with Santa Float collections and their involvement helping organise and run stalls and activities for our annual fun day; by supporting and sponsoring local schools; by encouraging and rewarding young people in the community through our ‘Outstanding Young Person’ award.

2. Promoting the Voluntary Sector for the public benefit by associating with local authorities in a common effort to advance education and provide facilities in the interests of social welfare, etc :

March 2012

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By making grants to charities and supporting them in their charitable activities eg Wateraid by liaising with other bodies and volunteers (e.g. liaising and working with the ambulance service, fire service and police in relation to the "Message in a Bottle" scheme; by working with the Local Town Council to help decorate our town at Christmas time by the donation of a lit decorated Christmas tree.

3. Promoting volunteering:

By recruiting new Lion members and ‘Friends’ to support volunteering; encouraging members of the wider community to volunteer to support Lions events; by providing volunteering opportunities and leadership experiences for young people through our involvement with the local cadet force;

4. Relief of poverty and relief of those in need:

By providing funds to help to reduce poverty eg Christmas food vouchers for needy families, Help to local young mother to carpet her house Purchase of an I Pad to enable young person to continue studying.

5. Advancement of Health

By promoting and implementing the ‘Message in a Bottle’ scheme; participating in the Lions Recycle Spectacles for Sight’ scheme; collecting hearing aids for re-use; donating to Lions Sight Savers; donating to WaterAid, and Brain Tumour Charity; donate to Carers Support Wiltshire; donating to local children’s hospice.

6. Promoting for the benefit of the public the conservation, protection and improvement of the natural environment

Giving donation to local school to develop wildlife pond Sponsoring a large ‘Planter’ in the centre of the town for residents and visitors to enjoy;

7. Promoting Community Participation in Healthy Recreation

Inclusion of children’s sports in our annual Fun Day. Annual community event The Fun Run’s, including a 2K Run, Walk, Toddle or Push to encourage participation from families with young children or those with disabilities. Annual Easter egg trail for under 12s

Section D Achievements and performance

Summary of the main achievements of the charity during the year

We have increased our membership and now have 22 members

Bradford-on-Avon Lions Club CIO continues to improve the community in which we live and the lives of individuals within that community in the ways shown above.

In addition we support the humanitarian work of Lions Club international –in particular by donating to disaster funds in different parts of the world through Lions Clubs. We also support national appeals –eg Royal British Legion poppy appeal, Wateraid, etc

To enable this to happen, the club runs a number of FundRaising events –in particular the Santa Run for 10 nights before Christmas, our Fun Day and Giant Car Boot Sale - –the largest annual event in Bradford-on-Avon, the Fun Run attracting approx. 200 runners –including those with disabilities and very young children, and our Art & Craft Show.

March 2012

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Section D Achievements and performance

Our Club makes life better for our community by organising town events, supporting young people and using any money raised to improve the lives of it’s citizens.

Section E Financial review

Brief statement of the charity’s policy on reserves

The club has an ‘Activities’ account into which all proceeds from events are paid. This is our reserve fund in which we maintain sufficient funds to be able to cover the predicted expenses of any planned events – the amount kept back to be decided by the trustees allowing surplus funds to be transferred to our Charities Account.

Details of any funds materially in deficit

None

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)

Full name(s)

Position (eg Secretary, Chair, etc)

Date

March 2012

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	Charity Name	Charity Name	Charity Name	No(if any)	No(if any)	CC16a
	Bradford-on-Avon Lions Club (CIO)			1195385
	Receipts andpayments accounts
	For the period from	Period start date	To		Period end date
		4-8-21			30-6-22

Section A Receipts and payments
	Unrestricted funds	Restricted funds	Endowment funds		Total funds	Last year
	to the nearest £	to the nearest £	to the nearest £		to the nearest £	to the nearest £
A1 Receipts
Income from activities		-	-		-	-
Art exhibition	1,198	-	-		1,198	-
Christmas Float	2,984	-	-		2,984	-
Comedy night	2,302	-	-		2,302	-
Easter egg hunt	148	-	-		148	-
Fun Day 2021	6,098	-	-		6,098	-
Fun Day 2022	7,475	-	-		7,475	-
Fun Run 2021	1,516				1,516
Fun Run 2022	100				100
Other	450				450
Total activity income 22271					-
					-
Administration income					-
Members subscriptions	2,284				2,284
Christmas party	572				572
Handover 2022	554				554
Other	358				358
Total administration income. £3768					-
	- 0	-	-		-	-
*Sub total*_(Gross income for AR) _	26,039	-	-		26,039	-

A2 Asset and investment sales, (see table).
	- 0	- 0	- 0		-
	- 0	- 0	- 0		-	- 0
*Sub total*	- 0	- 0	- 0		-	- 0

**Total receipts **	26,039	- 0	- 0		26,039	- 0

A3 Payments
Activities expenditure		-	-		-	-

CCXX R1 accounts (SS)

06/03/2023

Art Exhibition 2021	733	-	-	733	-
Art Exhibition 2022	176	-	-	176	-
Christmas Float	519	-	-	519	-
Comedy night	1,452	-	-	1,452	-
Easter egg hunt (Trfr to Charity A/C)	148			148
Fun Day 2021	2,549	-	-	2,549	-
Fun day 2022	3,465			3,465
Fun Run 2021	435			435
Garage rental	818	-	-	818	-
Gazebos	222			222
TRansfer to Charitable Trust Account	8,454			8,454
Other	274			274
Total activity expenditure. £19245		-	-	-	-
				-
Administration expenditure				-
International dues	706			706
Multi district dues	567			567
District dues	189			189
Insurance & legal fees	44			44
Christmas party	552			552
Handover 2022	564			564
Room hire for meetings	480			480
Other	360			360
Total admin expenditure. £3462		-	-	-	-
**Sub total **	22,707	-	-	22,707	-

A4 Asset and investment purchases,(see table)
	- 0	- 0	- 0	-
	- 0	- 0	- 0	-
**Sub total **	- 0	- 0	- 0	-	- 0

**Totalpayments **	22,707	- 0	- 0	22,707	- 0

**Net of receipts/(payments) **	3,332	-	-	3,332	-
A5 Transfers between funds	- 0	-	-	-	-
A6 Cash funds lastyear end	- 0	-	-	-	-
**Cash funds thisyear end **	3,332	-	-	3,332	-


Section B Statement of assets and liabilities at the end of the period

CCXX R2 accounts (SS)

06/03/2023

Categories	Details	Unrestricted funds	Restricted funds	Endowment funds
		to nearest £	to nearest £	to nearest £
B1 Cash funds	Activities bank account	5,127	-	-
	Administration bank account	990	-	-
	Charitable Trust bank account	7,037	-	-
	*Total cash funds*	13,154	-	-
	(agree balances with receipts and payments account(s))	Agreement Error		OK
		Unrestricted funds	Restricted funds	Endowment funds
	Details	to nearest £	to nearest £	to nearest £
B2 Other monetary assets		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-

	Details	Fund to which asset belongs	Cost (optional)	Current value (optional)
B3 Investment assets			-	-
			-	-
			-	-
			-	-
			-	-

	Details	Fund to which asset belongs	Cost (optional)	Current value (optional)
B4 Assets retained for the charity’s own use			-	-
			-	-
			-	-
			-	-
			-	-

CCXX R3 accounts (SS)

06/03/2023

			-	-
			-	-
			-	-
			-	-

	Details	Fund to which liability relates	Amount due (optional)	When due (optional)
B5 Liabilities			-
			-
			-
			-
			-

Signed by one or two trustees on behalf of all the trustees	Signature	Print Name		Date of approval
	Phil Courage	Philip Courage		6-3-23
	Richard Bloom	Richard Bloom		6-3-23

CCXX R4 accounts (SS)

06/03/2023

I certify that the Accounts of Bradford on Avon Lions Club for 2021-22 have been checked and appear to reflect the true position of the Club's finances. Incorporating:_ Activities Account Administration Account Business Call Account Charitable Trust / Charities Account .... LeL£f< 23