Trustees’ Annual Report for the period
From 01/07/2024 Period start date To Period end date
30/06/2025
Charity name: Southam Lions Club CIO
Charity registration number:1200904
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Raise funds for local causes, Hold events to benefit local community |
| 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 |
Fundraising via furniture sales, Christmas float, triathlon and social events. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have had regard to guidance issued by Charity Commission on public benefit. |
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 | The charity raised and distributed funs to the benefit of the local community providing financial and other assistance to vulnerable and deserving entities. |
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 charity displayed a small surplus for the year covered by funds held. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | N/A |
| Amount of reserves held | Para 1.22 | N/A |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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 | Constitution |
| 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 | Election and/or as defined by constitution |
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Southam Lions Club (CIO) |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1200904 |
| Charity’s principal address | |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| John Barr | Chair | |||
| Sara Hudson | ||||
| Peter Guy | ||||
| TonyLorimer | ||||
| Simon Turner | ||||
– Corporate trustees names of the directors at the date the report was approved Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity
Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for N/A 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) John Barr Full name(s) John Barr
Position (eg Secretary, Chair Chair, etc)
Date
Southam Lions Club CIO
Income and Expenditure Account Year Ending 30th June 2025
Income
| Income | |
|---|---|
| Christmas Float | 6139 |
| Donations | 3515 |
| Easter Egg Collections | 661 |
| Furniture | 3753 |
| Gift Aid | 1754 |
| May Day Fete | 2415 |
| Mop Fair | 1730 |
| Quizes | 784 |
| Subs | 742 |
| Misc Income | 204 |
| Triathlon Entries | 5299 |
26995
Expenditure
| Expenditure | ||
|---|---|---|
| Christmas Float | 1093 | |
| Easter Egg Expenses | 296 | |
| Young Leaders In Service | 418 | |
| KG Senior Citizens Party | 1527 | |
| May Day Fete | 749 | |
| Quizes | 372 | |
| Miscellaneous | 481 | |
| Advertising | 130 | |
| Mop Fair | 431 | |
| Furniture Sale | 59 | |
| Rent Payable | 943 | |
| Triathlon Expenses | 2503 | |
| Donations | 15501 | |
| Teddy Bears Picnic | 971 | |
| Food Bank | 1423 | |
| Subs | 1156 | |
| 28053 |
Deficit
1058
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees Charity Name Southam Lions Club CIO On accounts for the year 30[th] June 2025 Charity no 1200904 ended (if any) Set out on pages (remember to include the page numbers of additional sheets)
Report to the trustees
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30/06/2025.
Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
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 which gives me cause to believe that in, any material respect:
-
the accounting records were not kept in accordance with section 130 of the Charities Act; or
-
the accounts did not accord with the accounting records; or
-
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.
| Signed: Name: Relevant professional qualification(s) or body (if any): Address: |
TaxAssist Accountants Date: |
08/08/2025 |
|---|---|---|
| TaxAssist Accountants | ||
| 66 Church Street |
Oct 2018
1
IER
Rugby CV21 3PT
Section B Disclosure
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .
Oct 2018
2
IER