## 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||
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## 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||||
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– 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|
|---|---|---|
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||TaxAssist Accountants||
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||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**