2022-06-30-accounts - Melton Mowbray Lions Club (CIO)

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Trustees’ Annual Report for the period 2001-2002

From 4-Nov-2021 Period start date To 30-Jun-2022 Period end date

Charity name: Melton Mowbray Lions Club (CIO)

Charity registration number: 1196413

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	Raise money for local, national and international needy causes. Give service to the community. Provide fellowship between members.
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	Makes Grants to Individuals Makes Grants to Organisations Provides Human Resources
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	Yes

Additional information (optional)

You may choose to include further statements where relevant about:

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers 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	Fundraising from the local community to enable Charitable Donations to local organisations, schools and individuals and Humanitarian aid to Ukraine. Supplying and managing Lions and other volunteers at the local COVID Vaccination Clinic, enabling it to operate effectively.

Additional information (optional) You may choose to include further statements where relevant about:


Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	The funds increased by £12818 due to £12500 of restricted donations.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Timing – funds received in this period to be spent in the next period.
Amount of reserves held	Para 1.22	£18478
Reasons for holding zero reserves	Para 1.22	None
Details of fund materially in deficit	Para 1.24	None
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	No uncertainty. There are minimal basic expenses.

Additional information (optional) You may choose to include further statements	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
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Trust Deed
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	Main Trustees voted by members yearly. Subsequently, 2 trustees appointed by President.

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other

Reference and Administrative details

Charity name	Melton Mowbray Lions Club (CIO)
Other name the charity uses	None
Registered charity number	1196413
Charity’s principal address	11 Church Street, Scalford, Melton Mowbray LE14 4DL

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Name of person (or body) entitled to appoint trustee (ifany)
David Houghton	President	All Members
Barbara Fraser	Vice President	All Members
David Robb	Secretary	All Members
Wanda Buffey	Treasurer	All Members
RoySpreckley	Fund RaisingChair	President
Conroy Godber	Community Service Chair	President

– Corporate trustees names of the directors at the date the report was approved

Director name None

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
None

Funds held as custodian trustees on behalf of others

Description of the assets None held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for 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

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) Full name(s) Position (eg Secretary, Chair, etc) Date
	Conroy Albert Godber	David John Houghton
	Community Services Chair	President
	13 April 2023
	13 April 2023

Melton Mowbray Lions Club Fln*nelal Ststsm•nts for th• P•rlod from 4 November 2021 to 30 June 2022 INDEPENDENT EXAMINER'S REPORT R W Jar¥l• P•rkd•n• Iton Rwd L¢r&h1r• LE13 OUJ 7RV8TEE8 APPROVAL OFTItE FINA14Ck4LSTATE¥EM Jwyj D HOUGHTON DRItoB W L WFFEY laLE41s

MELTON MOWBRAY LIONS CLUB(CIO)	MELTON MOWBRAY LIONS CLUB(CIO)	MELTON MOWBRAY LIONS CLUB(CIO)	MELTON MOWBRAY LIONS CLUB(CIO)	BALANCE SHEETS 30/06/2022	BALANCE SHEETS 30/06/2022
					30/06/2022
WELFARE ACCOUNT

Accumulated funds brought forward					5660.32
Surplus or deficit for theperiod				Sheet 1	12817.90
Accumulated funds carried forward					18478.22

Being:	Restricted(Christmas Parcels)				0.00
	Restricted - LCC Bench Fund				9663.76
	Restricted - Chatter Club Fund				1000.00
	Restricted - Senior Citizens Concert				1250.00
	Unrestricted				6564.46
					18478.22

Represented by:		Cash at bank and in hand			18773.76
		Debtors			0.00
		Creditors	Duck Race 50%	Sheet 2	-218.30
		Creditors - VAT on calendars			0.00
		Deferred Income		Sheet 2	-250.00
		Deferred Expenses		Sheet 2	172.76
					18478.22

MELTON MOWBRAY LIONS CLUB(CIO)	MELTON MOWBRAY LIONS CLUB(CIO)	MELTON MOWBRAY LIONS CLUB(CIO)	MELTON MOWBRAY LIONS CLUB(CIO)		SUMMARY INCOME & EXPENDITURE 30/06/2022	SUMMARY INCOME & EXPENDITURE 30/06/2022
						30/06/2022
CHARITY						From 04/11/21
INCOME
Fundraising		Generalpurposes			Sheet 2	5520.49
		Restrictedpurposes			Sheet 2	3280.00

Donations/Grants		Generalpurposes			Sheet 2	-157.00
		Restrictedpurposes			Sheet 2	12250.00

	Total Income					20893.49

EXPENDITURE
Fundraising		Generalpurposes			Sheet 2	2357.71
		Restrictedpurposes			Sheet 2	2236.85

Donations/Grants		Generalpurposes			Sheet 2	0.00
		Restrictedpurposes			Sheet 2	336.24

Charitable Donations		Generalpurposes		Local	Sheet 3	1289.20
Made				Youth	Sheet 3	405.60
				Seniors	Sheet 4	449.99
				Int'l	Sheet 5	1000.00

	Total Expenditure					8075.59

SURPLUS OR DEFICIT			See Summary			12817.90

MELTON MOWBRAY LIONS CLUB (CIO)	MELTON MOWBRAY LIONS CLUB (CIO)	MELTON MOWBRAY LIONS CLUB (CIO)	ACCOUNTS 30/06/22(from 04/11/21)	ACCOUNTS 30/06/22(from 04/11/21)	ACCOUNTS 30/06/22(from 04/11/21)
			INCOME	EXPENSES	NET
Fundraising	General purposes
	Golf Day 2022		250.00	172.76	77.24
	-C/F to next year		-250.00	-172.76	-77.24
	Sale of masks		25.00	0.00	25.00
	Calendars		510.00	476.00	34.00
	Quiz Night		797.00	520.00	277.00
	Cakes		113.00	0.00	113.00
	Amazon Smile		12.24	0.00	12.24
	Melton Community Lottery		86.00	0.00	86.00
	Race Night(ex's not recorded)		905.65	0.00	905.65
	Christmas cards		516.00	0.00	516.00
	Duck Race receipts		436.60	0.00	436.60
	50% share C/F		0.00	218.30	-218.30
	Santas Grotto current year		2019.00	1143.41	875.59
	Chatter Club		100.00	0.00	100.00
	Total	See Sheet 1	5520.49	2357.71	3162.78
	Restricted purposes
	Swimarathon brought forward		503.50	0.00	503.50
	this period		2776.50	2236.85	539.65
	Total	See Sheet 1	3280.00	2236.85	1043.15
Donations/Grants	General purposes
	Donations - sundry		143.00	0.00	143.00
	Melton Town Estates		-300.00	0.00	-300.00
	Total	See Sheet 1	-157.00	0.00	-157.00
	Restricted purposes
	LCC Bench Fund		10000.00	336.24	9663.76
	Chatter Club Fund		1000.00	0.00	1000.00
	Senior Citizens Concert Fund		1250.00	0.00	1250.00
	Total	See Sheet 1	12250.00	336.24	11913.76

MELTON MOWBRAY LIONS CLUB(CIO)	MELTON MOWBRAY LIONS CLUB(CIO)	MELTON MOWBRAY LIONS CLUB(CIO)	ACCOUNTS 30/06/22	ACCOUNTS 30/06/22
			From 04/11/21
Charitable Donations made
	Generalpurposes	Local
	Melton Mencap			29.20
	Melton CommunityAllotment			500.00
	First Responders			150.00
	Shout4Residents			150.00
	Colin Wagstaff wheelchair			160.00
	Parish CommunityLunch			300.00
	Total	See Sheet 1		1289.20

	Generalpurposes	Youth
	Longfield School sports trophies			105.60
	Old DalbyCofE School			300.00
	Total	See Sheet 1		405.60

MELTON MOWBRAY LIONS CLUB(CIO)	MELTON MOWBRAY LIONS CLUB(CIO)	MELTON MOWBRAY LIONS CLUB(CIO)	ACCOUNTS 30/06/22	ACCOUNTS 30/06/22
			From 04/11/21
Charitable Donations made
	Generalpurposes	Senior Citizens
	Bradgate Flats Christmas Lunch			208.00
	Message in a Bottle Supplies			110.00
	Age UK			94.00
	Blanket for elderlylady			37.99
	Total	See Sheet 1		449.99

MELTON MOWBRAY LIONS CLUB(CIO)	MELTON MOWBRAY LIONS CLUB(CIO)	ACCOUNTS 30/06/22
		From 04/11/21
Charitable Donations made
Generalpurposes	International
Ukraine		1000.00

Total	See Sheet 1	1000.00