Trustees’ Annual Report for the period
From Period start date To Period end date
Charity name:
Charity registration number:
Objectives and Activities
SORP reference Summary of the purposes of Para 1.17 the charity as set out in its governing document Summary of the main Para 1.17 and 1.19 activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. Statement confirming Para 1.18 whether the trustees have had regard to the guidance issued by the 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 |
| 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: |
|---|---|---|
| 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
Review of the charity’s Para 1.21 financial position at the end of the period Statement explaining the Para 1.22 policy for holding reserves stating why they are held Amount of reserves held Para 1.22 Reasons for holding zero Para 1.22 reserves Details of fund materially in Para 1.24 deficit Explanation of any Para 1.23 uncertainties about the charity continuing as a going concern
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 | |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | |
| 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 |
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 Other name the charity uses Registered charity number 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 |
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) | Office (if any) | Dates acted if not for whole year |
Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|---|---|---|
| Corporate trustees–names of the directors at the date the report was approved Director name |
|||||||
| 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 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
LANCING & SOMPTING LIONS CONSOLIDATED ACCOUNTS 2022/23
| INCOME | EXPENDITURE | PROFIT/L | ||||||
|---|---|---|---|---|---|---|---|---|
| Balance B/F | 113075.93 | |||||||
| Shop1 | 26322.08 | 10506.30 | 15815.78 | |||||
| Recycle Rags | 1907.17 | 1907.17 | ||||||
| World of Books | 202.65 | 202.65 | ||||||
| SHOP 2 | 25081.3 | 10504.21 | 14577.09 | |||||
| Plants | 17421.69 | 12914.90 | 4506.79 | |||||
| Hall | 2300 | 7935.13 | -5635.13 | |||||
| Fund Raising | 1558.01 | 1116.91 | 441.10 | |||||
| Vehicles | 2875.12 | -2875.12 | ||||||
| Sleigh | 5232.14 | -5232.14 | ||||||
| Xmas collectons | 3439.6 | 3439.60 | ||||||
| Fuel | 800.09 | -800.09 | ||||||
| Donatons | 393.9 | 1000.00 | -606.10 | |||||
| Other | 401.40 | -401.40 | ||||||
| Transfer to WCT | 10000.00 | -10000.00 | ||||||
| Capital Items | 2880.00 | -2880.00 | ||||||
| Shop3 | 5019.13 | -5019.13 | ||||||
| Refund | 7500 | 7500.00 | 0.00 | |||||
| Grants | 585.07 | 585.07 | ||||||
| 199787.4 | 78685.33 | 8026.14 | ||||||
| Balance at bank 30/06/23 Diference Uncashed Cheques 2001 2056 |
121439.71 337.64 187.64 150.00 |
Lancing & Sompting Lions Club Welfare Charity Trust June 22- 23
| Balance B/F | 10060.32 | Int Projects | £1,300.00 | |
|---|---|---|---|---|
| Donatons | 367.21 | Nat Organisaton | £1,350.00 | |
| Transfers | 10000 | Local Organisatons | £7,097.00 | |
| Local Individuals | £2,250.00 | |||
| 20427.53 | £11,997.00 | |||
| £8,430.53 Balance at bank 8730.53 -£300.00 Uncashed Cheques 1396 50 1400 250 |
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name LANCING AND SOMPTING LIONS CLUB members of On accounts for the year 30[th] June 2023 ended Set out on pages 2
Charity no 800249 (if any) (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30/06/2023.
Responsibilities and basis of report
As the charity trustees, you are responsible for the preparation of the accounts in accordance with 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 (other than that disclosed below *) 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 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.
- Please delete the words in the brackets if they do not apply.
Signed: Tim Clarke
Date: 23 April 2024
Name: Tim Clarke AAT Level 2 Certificate in Accounting Relevant professional qualification(s) or body (if any):
Address: 27 Milton Close Lancing West Sussex BN15 8BX
October 2018
1
IER
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here details of any items that the examiner wishes to disclose .
October 2018
2
IER