2024-06-30-accounts

Lions Clubs International Ringwood & Fordingbridge Lions Club (CIO) Registered Charity No. 1202116

Report of the Trustees for year ended 30[th] June 2024.

With effect from 1[st] July 2023 the Ringwood & Fordingbridge Lions Club (CIO), Registered Charity No. 1202116, assumed responsibility for the assets and liabilities of the previously unincorporated Ringwood & Fordingbridge Lions Club and its associated Charitable Trust Fund, Registered Charity No. 1110931. This is therefore the first report of the Trustees relative to the newly formed Charitable Incorporated Organisation (CIO).

The Trustees present their Report together with the Financial Statements for the year ended 30[th] June 2023.

Charity’s Principal Address

78 Netherhampton Road, Salisbury, Wiltshire SP2 8HE

Trustees.

The Trustees who served during the year are:

Trustee name	Office	Appointed
Stephen Sherring	President	July 2023
Rosemary Stella Gregory	Secretary	July 2023
Barrie Richardson	Treasurer	July 2023
Philip Allen Gregory	Immediate Past President	July 2023

The President is also the Chairman of the Trustees and a quorum is a majority of the total number of charity trustees for the time being, or such larger number as the charity trustees may decide from time to time.

No Trustee received any remuneration or benefit from the CIO.

The Trustees are responsible for keeping proper financial records which disclose with reasonable accuracy at any time the financial position of the CIO and to enable them to ensure that the Financial Statements comply with the Charities Act 1992. They are also responsible for safeguarding the assets of the CIO.

Objectives

These are defined in the Constitution.

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

1. The advancement of citizenship

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 for recreation or other leisure time occupation to improve the conditions of life of people in local, national and international communities.

3. Promoting volunteering.

4. The relief of poverty and the relief of those in need in particular by providing humanitarian aid and disaster relief.

5. The advancement of health or the saving of lives by preventing avoidable blindness,

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assisting disabled people to lead independent lives or helping to prevent or manage health issues.

1. Promoting for the benefit of the public the conservation protection and improvement of the physical and natural environment.

2. Promoting community participation in healthy recreation.

Statement of Public Benefit

The Trustees have complied with the duty in section 4 of The Charities Act 2006 to have due regard to public benefit guidance published by the Charities Commission.

Main benefits and beneficiaries of our activities during the year include:

• Donation to our District Youth Trust Fund to facilitate Lions Clubs International projects for young people.

• We captured the imagination and creativity of more than 100 students locally who entered the Lions International Peace Poster Competition.

• Support of the annual RBL Poppy Appeal by way of a donation.

• Donations to our Lions International Foundation Disaster Fund in support of the Ukraine Refugees, Morocco Earthquake and Taiwan Earthquake relief appeals.

• Various grants to other Local young people and causes.

• Continued to distribute free of cost the Lions Message in a Bottle that is a simple but effective way for people to keep their basic personal and medical details where they can be found in an emergency on a standard form and in a common location – the fridge.

• Continued support of the Lions Brain Tumour Research Appeal by way of a donation.

• Support of the Ringwood Foodbank by collecting food.

• We endorsed the applications of 8 local students to travel abroad as part of the Lions International Youth Camp & Exchange Program.

• Support of our Lions District Hospice Appeal by way of a donation.

• We sponsored 10 young people with special needs supported by Stable Family Home Trust, to attend the annual District Lions Day at Marwell Zoo.

• We sponsored a young person to enter our national Young Ambassador competition.

• We sponsored Fordingbridge Primary School to enter the Lions ROAR innovative ideas competition providing an inspirational and fun learning experience. The ROAR education programme allows children to ‘think big and dream big’ while creating a ‘world changing idea’.

Benefits relate to our main aims and objectives and beneficiaries are members of the public both within the United Kingdom and overseas.

Organisation

A Constitution for a Charitable Incorporated Organisation registered with the Charity Commissioners for England and Wales on 28[th] February 2023 and adopted on 1[st] July 2023, governs the rules of the charity.

The Constitution

A copy of the Constitution is held by the Club Treasurer and is available for inspection at any reasonable time.

Review of Activities

The activities of the Charity continue to be in pursuance of its objectives. Activities are regularly reported at each Club meeting and also monitored at Board of Trustee meetings.

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Flnanclal Revlew The detailed financial position of the Charity is shown in the Financial Statements. The Charity continues to receTve the majority of its income from the various fundraising activities of the Club. Some of the activitie5 are designated for specific purposes. On consolidation, payments are then made on a regular basis to the designated Charity or charTtable cause. The Trustees consider the finances of the Charity to be Satisfactory. Reserves Policy. Sufficient reserves are held in the Activities Account to seed our fundraising act7Vities throughout the year. subject to an annual review by the Trustees. Assets The assets of the Charity consist solely of cash held with Lloyds Bank Plc, Ringwood Branch in Current Accounts and an interest-bearing Instant Access Investment Account. Voluntary Help All administration Of the Charity is provided free of char8e by the Rlngwood & Fordingbridge Lions Club with indirect costs covered by member's subscriptions and revenue from inter- member activities. Future Plans The Trustees plan to continue with the stated objects of the Charity. Pollcles The Charity has the following written policies in place that are reviewed appropriately. Conf lict of interest. Vulnerable BenÈficiarie5. Risk Management. Complaints Procedure. Volunteer Policy. Grant Making Criteria. Data Privacy Notice. Declaration The Trustees declare that they have approved the prrfeding Trustees. Report. Signed on behalf of the Chartty's Trustees EN SHERRING ROSEMARY S. GREGORY 124 CILtb pre￿dent1TrUSt￿ Ichair of Trustees 20Z3124 *reWITNstee Date: 1 Oth hkirch 2025

RINGWOOD & FORDINGBRIDGE LIONS CLUB (CIO)

STATEMENT OF FINANCIAL ACTIVITES FOR THE YEAR ENDED 30[TH] JUNE 2024

NOTES TO THE ACCOUNTS

Accounting Policies

General

The accounts are prepared on a receipts and payment basis.

Opening Project Balances

Transferred from the unincorporated Ringwood & Fordingbridge Lions Club and its associated Charitable Trust Account following their merger into the new CIO.

Taxation

The Club has been granted charitable status and no provision has been made in the accounts.

Legal Status

Ringwood & Fordingbridge Lions Club (CIO) is governed by its Constitution adopted in July 2023 and is registered with the Charity Commissioners for England and Wales, Register Number 1202116, who regulates charity giving.

Bankers

Lloyds Bank Plc., 25 High Street, Ringwood, Hampshire BH24 1BD.

Following pages

Independent examiner’s report. Statement of financial activities.

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Independent examiner's report on the accounts Independent Examlner's Report to the trustees of Rlngwood & FordSngbrldge Llons Club Charltable Incorporated Organlsatlon (-the CIO"), Charlty No. 120211. I report to the charlty trustees on my examination of the accounts of the CIO for the year ended 30 June 2024. Responslbllltles and basls of report As the charity trustees of the CIOI you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (-the Act"). I report in respect of my examination of the CIO'S accounts carried out under section 145 of the 2011 Act. In carrying out my examination, I have followed the applicable Dfrectlons given by the Charity Commission under section 145(51(b) of the Act. Independent examlner's statement I have completed my examlnatlon. I confirm that no materlal matters have come to my attention In connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Slgned: Date: 25 April 2025 Name: Arthur Poulion Relevant professlonal quallflcatlon(s) or body (If any): Retired Member of Institute of Bankws Address: 7 Pine Ck>se, Femdown BH22 9QX

RINGWOOD & FORDINGBRIDGE LIONS CLUB (CIO)

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30th JUNE 2024

All figures rounded to the nearest pound.

Receipts and Payments Notes Incoming Resources 1 Donations and grants 2 Street collections 3 Bucket and collecting tin donations 4 Fundraising events 5 Bank interest 6 Fees for charitable services Administration: 7 Member’s subscriptions 1 8 Club draw 9 Tail Twister 10 Member’s pontoon 11 Social events Total incoming resources Resources Expended 12 Cost of fundraising events 13 Repairs and maintenance 14 Printing, postage, stationery and computer supplies 15 Grants and donations paid 16 Charitable activities 17 Financial services 18 Fees 19 Training Administration: 20 Club dues, L C I 1 & 2 21 Club dues, MD 105 1 & 2 22 Club dues, District 105SC 23 Social events 24 Insurance 2 25 Website and IT services 2 26 Regalia 27 Room hire Total Resources Expended 28 Net movement in funds for the year 29 Funds transferred from R & F Lions Administration Account 30 Funds transferred from R & F Lions Activities Account 31 Funds transferred from R & F Lions Charitable Trust Account Total funds carried forward

2024 Unrestricted Funds £ Restricted Funds £ 358 500 549 310 731 3,783 73 328 1,125 94 72 200 2,512 9,825 810 663 104 21 3,137 310 1,497 1,500 4 60 14 471 490 126 2,500 44 90 30 165 9,416 1,810 409 (1,000) 1,094 732 5,544 750 7,779 (250)

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Notes: 1 Includes an eLern￿t for inyjrances 2 All insuraKes. web51te and IT costs are paid through the A(*ninistratKm Acccwnt with an appropriate charge made against the Activities Accowt. Statement of assets and Ilabllttles at the end of the period. Total fuTh15 FuThJ5 £ Cash funds. 32 Uoyds current ac¢wnt - Administration 33 Uoyds current accwnt - Actiwties 34 Uoyds current accwnt - Charitie5 35 Uoyds instant access Tnvestment account- Charftles 1.378 n5 5,376 Total assets carrled for4Yard Llabllltfes. 36 No known ongofng liabilities Approved by the Trustees arKI slgned on their behalf: HEN SHERRING 20 3124 Club PresldentlTrustee/Chair of Trustee5 BA HARDSON 2023124 Club Tre￿er/T￿ Date: 10th March 2025