Finance Score: -2

Governance Score: 3

Support Score: 6

Multiple Deficits: -2
No PartB

Gender balanced board: +3

Large volunteers +3
Grant maker support: +3

Overall GiG Score: 7

NEWBURY LIONS CLUB (CIO)

helping local persons /family's in need, supporting youth actives. support to local charity's to fulfill there aims we belong to an international organisation therefore we help though our international charity people aboard within the guide lines. also help national assistance for individuals

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from a grant maker
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of gender

Financial issues to consider:

This Charity has changed registration and some of the financial and donation history pertains to the previous entity
A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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		£68	£79	£-11	n/a	n/a	n/a	n/a	n/a	20
30/06/22?		£75	£47	£28	n/a	n/a	n/a	n/a	n/a	8
30/06/20		£26	£24	£3	n/a	n/a	n/a	n/a	n/a	12
30/06/19		£34	£39	£-6	n/a	n/a	n/a	n/a	n/a	12
30/06/18	*	£45	£43	£2	£0	£0	£0	n/a	0	22
30/06/17		£33	£38	£-4	£0	£0	£0	n/a	0	100
30/06/16		£47	£39	£9	£0	£0	£0	n/a	0	0
30/06/15		£36	£34	£2	£0	£0	£0	n/a	0	0
30/06/14		£30	£35	£-5	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 3 years

www.newburylions.org.uk

petergwood44@gmail.com

07833543100

Charity Commission for England and Wales

Tweets

Listed activities

Disability
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Community services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities

Where it operates

West Berkshire,

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
20 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Joseph Rowntree Foundation - Grant to Declassified Media Ltd
£50,000	21/03/2020 12	Salary costs

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

ADRIAN HO Appointed: 2022

ANDREW MICHAEL WATSON Appointed: 2022

EMILY JANE COLEMAN Appointed: 2022

JUDITH COLBY Appointed: 2022

PETER GEORGE WOOD Appointed: 2022

JOHN SIMON LACEY COLEMAN (Chair) Appointed: 2022, Other trusteeship: WEST BERKSHIRE HOMELESS (NEWBURY AREA),

MARGARET LETITIA PAYNE Appointed: 2022, Other trusteeship: AGE CONCERN NEWBURY AND DISTRICT,

Legal constitution

Charity registered in England & Wales on 30/07/2021, number: 1195354

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

9 returns made; AR18: 133 days late,

Recent reorganisation events:

Asset transfer in from NEWBURY LIONS CLUB CHARITABLE TRUST FUND on 02/03/2023

Main office

40 Nevil Court
THATCHAM
RG19 3PQ

Objectives

3.1 THE OBJECTS OF THE CLUB ARE SUCH PURPOSES AS ARE EXCLUSIVELY CHARITABLE IN ENGLAND & WALES, INCLUDING IN PARTICULAR:3.1.1 THE ADVANCEMENT OF CITIZENSHIP BY:3.1.1.1 PROMOTING THE PRINCIPLES OF GOOD CITIZENSHIP;3.1.1.2 ENCOURAGING MEMBERS TO TAKE AN ACTIVE INTEREST IN THE CIVIC, CULTURAL, SOCIAL AND MORAL WELFARE OF THE COMMUNITY;3.1.1.3 PROVIDING A FORUM FOR THE OPEN DISCUSSION OF ALL MATTERS OF PUBLIC INTEREST; PROVIDED THAT PARTISAN POLITICS AND SECTARIAN RELIGION SHALL NOT BE DEBATED BY MEMBERS;3.1.1.4 ENCOURAGING SERVICE-MINDED PEOPLE TO SERVE THEIR COMMUNITY WITHOUT PERSONAL REWARD AND ENCOURAGING THE PROMOTION OF HIGH ETHICAL STANDARDS IN COMMERCE, INDUSTRY, PROFESSIONS, PUBLIC WORKS AND PRIVATE ENDEAVOURS;3.1.1.5 SUPPORTING YOUTH TO DEVELOP THEIR SKILLS, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY AS MATURE AND RESPONSIBLE INDIVIDUALS;3.1.2 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;3.1.3 PROMOTING VOLUNTEERING;3.1.4 THE RELIEF OF POVERTY AND THE RELIEF OF THOSE IN NEED IN PARTICULAR BY PROVIDING HUMANITARIAN AID AND DISASTER RELIEF;3.1.5 THE ADVANCEMENT OF HEALTH OR THE SAVING OF LIVES BY PREVENTING AVOIDABLE BLINDNESS, ASSISTING DISABLED PEOPLE TO LEAD INDEPENDENT LIVES OR HELPING TO PREVENT OR MANAGE HEALTH ISSUES;3.1.6 PROMOTING FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT; AND/OR3.1.7 PROMOTING COMMUNITY PARTICIPATION IN HEALTHY RECREATION.

Data Sources