Finance Score: -1

Governance Score: 5

Support Score: 0

Spending falling: -1
No PartB

12+ Trustees: -1
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

LCI MD 105 FOUNDATION

The Foundation supports the Lions Clubs in England and Wales to provide Humanitarian aid, Disaster Relief, and Youth programmes.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently and was substantially in excess of spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/23	£86	£51	£35	n/a	n/a	n/a	n/a	n/a	10
30/06/22	£71	£58	£13	n/a	n/a	n/a	n/a	n/a	10
30/06/21	£33	£182	£-149	n/a	n/a	n/a	n/a	n/a	50
30/06/20	£373	£326	£47	n/a	n/a	n/a	n/a	n/a	50
30/06/19	£304	£281	£22	n/a	n/a	n/a	n/a	n/a	0
30/06/18	£239	£265	£-26	£0	£0	£0	n/a	0	0
30/06/17	£299	£210	£89	£0	£0	£0	n/a	0	0
30/06/16	£348	£186	£163	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 8 years

md105charity@icloud.com

07831558810

Charity Commission for England and Wales

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Social clubs and similar

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales, United States,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
10 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

ALAN HALL Appointed: 2021

DAVID ATKINS Appointed: 2021

DIANNE HOPKINS Appointed: 2023

HEATHER YAXLEY Appointed: 2023

PAULA MELLOWS Appointed: 2021

RAVINDER SANDHU Appointed: 2021

STUART YOUNG Appointed: 2022

ANDREW PHILIP PEMBERTON Appointed: 2019, Other trusteeship: MOORFIELDS LIONS KORLE BU TRUST,

CORINNE ASHBURNER Appointed: 2019, Other trusteeship: EMMA HALL MANAGEMENT COMMITTEE,

DAVID MCKIRDY Appointed: 2021, Other trusteeship: CREDENHILL COMMUNITY HALL,

IAN FRASER GOTT Appointed: 2019, Other trusteeship: LIONS CLUB OF CHIPPING SODBURY (CIO),

STEWART HENRY EDWARD SHERMAN (Chair) Appointed: 2019, Other trusteeship: BIRMINGHAM CHINATOWN LIONS CLUB CHARITABLE TRUST FUND,

THOMAS RALPH BERRY Appointed: 2019, Other trusteeships: LIONS CLUBS INTERNATIONAL DISTRICT 105SE FOUNDATION, ASHFORD LIONS CLUB (CIO),

Legal constitution

Charity registered in England & Wales on 04/12/2015, number: 1164711

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

8 returns made; all on time

Main office

6 Hawkswood Drive
Balsall Common
COVENTRY
CV7 7RD

Objectives

THE OBJECTS OF THE CIO ARE SUCH PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE, INCLUDING (BUT NOT LIMITED TO):1.1 PROMOTING WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS BY ASSOCIATING WITH THE LOCAL AUTHORITIES AND VOLUNTARY ORGANISATIONS IN A COMMON EFFORT TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE;1.2 THE RELIEF OF SICKNESS OR DISABILITY AND PRESERVATION OF GOOD HEALTH INCLUDING THE PREVENTION OF AVOIDABLE BLINDNESS;1.3 TO HELP YOUNG PEOPLE, ESPECIALLY BUT NOT EXCLUSIVELY THROUGH LEISURE TIME ACTIVITIES, SO AS TO DEVELOP THEIR CAPABILITIES THAT THEY MAY GROW TO FULL MATURITY AS INDIVIDUALS AND MEMBERS OF SOCIETY;1.4 PROMOTING FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT;1.5 THE RELIEF AND ASSISTANCE OF PEOPLE IN ANY PART OF THE WORLD WHO ARE VICTIMS OF WAR OR NATURAL DISASTER, TROUBLE OR CATASTROPHE.NOTHING IN THIS CONSTITUTION SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CIO FOR THE PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005 AND SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008.

Data Sources