WETHERBY DISTRICT LIONS CLUB (Charitable Incorporated Organisation) Trustees Annual Report and Accounts 1[st] July 2021 to 30[th] June 2022
CONTENTS:
INTRODUCTION - Chair of Trustees ........................................................................................................ 1 MISSION – Vision and Values .................................................................................................................. 3 VALUES – Our Core ................................................................................................................................. 4 STRUCTURE - Governance and Management ......................................................................................... 5 ACHIEVEMENTS - and Performance ........................................................................................................ 7 FINANCIAL REVIEW ............................................................................................................................... 11 THE YEAR AHEAD .................................................................................................................................. 13 TRUSTEE DECLARATION ........................................................................................................................ 15 INDEPENDENT EXAMINER’S REPORT .................................................................................................... 17 FINANCIAL STATEMENTS ...................................................................................................................... 19 INFORMATION - Corporate ................................................................................................................... 25 AND FINALLY – ‘thank you’ ................................................................................................................... 27
ry
WETHERBY DISTRICT LIONS CHARITABLE INCORPORATED ORGANISATION (CIO)
Trustees Annual Report for the Period 1[st] July 2021 to 30[th] June 2022
The trustees are pleased to present their annual report together with the consolidated financial statements for the twelve (12) months period ending 30[th] June 2022. This charity, ‘Wetherby District Lions Club (CIO)’, has operated as a ‘Charitable Incorporated Organisation’ in accordance with the Charity Commission guidance.
- INTRODUCTION Chair of Trustees
As lockdown started to ease, the light at the end of the tunnel seemed to shine a little bit brighter and Wetherby Lions started to climb out of hibernation. We continued to lend wheelchairs and assist the local Covid-19 Vaccination Clinic – and our relationship with those running it took an interesting turn as mentioned below.
Santa and his sleigh did manage to tour the neighbourhood, much to the delight of both parents and children, despite social distancing rules being observed as much as possible. The ‘Dickensian Christmas Market and Craft Fayre’ was reinstated and kind weather, together with a desire to return to normality by the public, ensured a record turn out with very positive comments about the Lions.
Although the ‘Senior Citizens Christmas Party’ could not go ahead in its regular January slot, it was rescheduled for the end of April with the number of guests reduced to half that of previous years. However, as well as an excellent main dish of “Chicken Lionaisse” there was a surprise visit by some of the staff from the vaccination clinic who offered a jab to anyone who needed it and wished to avoid any possible queues - an offer gratefully accepted by a large number of visitors, Lion members and friends.
I am glad to say that “where there was a need, there was a Lion” continued to be demonstrated by the members. Amongst the grants scrutinised and approved by the committee we were able to reinstate financing a holiday at the Filey Lions caravan for two needy families. A discreet public request by a local well-wisher for contributions towards the cost of a second hand cooker for an elderly resident whose own was beyond economic repair was transformed into a new one being installed thanks to the Lions.
Face-to-face business meetings have now been reinstated and I am pleased to welcome three new members. Assuming we are able to continue to increase our activities in the community I look forward to seeing more.
As always, as Chair of Trustees, I thank all of my fellow trustees, officers of the club, members and their families for their support and commitment to both Lions and the wider community over a very challenging year. I am also pleased to say that this thanks has been repeated many times by members of the public and community leaders who have recognised the valuable contribution the Lions have
Page 1
Version 1 22/07/2022
TAR July 2021-June 2022
made during a very difficult period. It must be remembered that trustees and members are all unpaid volunteers, just ordinary people doing extraordinary things , being pleased ‘to serve’ the community.
Tim Ritson, Chair of Trustees
Page 2
Version 2 22/10/2022
TAR July 2021-June 2022
– MISSION Vision and Values
Wetherby District Lions Club is inspired by and bases itself on its Mission, Vision, and Values to set up the guiding principles of how it operates. We understand that our performance and behaviour are guided as much by the spirit of the mission, vision and values as by the definition of them.
To empower volunteers to serve their communities, meet humanitarian needs, encourage peace and promote international understanding through Lions clubs.
To be the global leader in community and humanitarian service.
To be committed, credible, compassionate and caring.
Lions became an international organization after being founded in 1917 in Chicago. Since then, we’ve earned high marks for both integrity and transparency. We’re a well-run organisation with a steady vision, a clear mission as stated above, together with a long – and proud – history.
Page 3
Version 2 22/10/2022
TAR July 2021-June 2022
– VALUES Our Core
We are responsive to the needs of Lions. We seek to understand their priorities, values and needs, and to empower their service. We are committed to our shared goal of community and humanitarian service.
We are passionate about the causes Lions serve and the quality of our work. We go beyond what is expected, striving for excellence and continuous improvement in all we do.
We create and foster a spirit of understanding among the people of the world, knowing that diversity is our strength. We appreciate individual and cultural differences, and we embrace the experiences and talents of others because together we are more.
We work as a team to improve the quality and relevance of our programs and initiatives. We welcome and encourage the participation of Lions, partners and colleagues, solving problems and meeting challenges together
We promote and live by the principles of good citizenship. We are dependable, honest and trustworthy professionals who are accountable for our actions and their results.
We evolve to meet the changing needs of those we serve, embracing an environment of growth and creativity. We rigorously test and optimize ideas, and encourage the adoption of best practices globally.
Page 4
Version 2 22/10/2022
TAR July 2021-June 2022
- STRUCTURE Governance and Management
Charity’s objects
-
To raise and disburse charity and welfare funds according to the constitution of Lions Clubs International and the rules of the charity commissioners;
-
To be involved in community activities and projects;
-
To be active locally, nationally and internationally in respect of the aforementioned activities.
Type of governance document
Charitable Constitution.
Constitution of Charity
Charitable Incorporated Organisation - Association Model
Trustee selection methods
Elected by members of Wetherby District Lions Club (CIO).
Additional governance issues
All trustees give their time voluntarily and receive no remuneration or other benefit; they are responsible for the strategic development of the charity.
Training of trustees
Trustees’ personal needs are evaluated and appropriate training given. Advantage is taken of complimentary governance seminars offered by local corporate organisations. The charity is also a member of the not-for-profit organisation ‘Volunteer Action Leeds’. They offer a wide range of expertise and practical support for charitable organisations at minimal cost.
Charity’s organisational structure
Wetherby District Lions Club (CIO) was registered with the Charity Commission on 21[st] April 2016 using their ‘Association’ model. The charity’s members are members of Wetherby District Lions Club, which is part of the Lions Clubs International (LCI) organisation and operates according to a typical constitution of a Lions Club adapted to the local needs of the Club. A trustee appointment shall be made for a term of three years or in the event of a vacancy in the office of a nominated trustee prior to the expiration of his term of office, for such period as the trustee whose place s/he has filled would have continued in office. When new trustees are appointed they are given information about the role of a trustees and charity law in a ‘Trustee Induction Pack’. Local training courses are arranged for incoming and existing trustees.
Wider networks
Being a member of LCI, Wetherby District Lions Club operates through their national and international organisation. In any case of international disaster relief and long-term recovery, this is managed
Page 5
Version 2 22/10/2022
TAR July 2021-June 2022
through the Lions Club International Foundation (LCIF) which allocates grants and donations to Lions Clubs in the disaster zone, thus ensuring good governance and an auditable trail of funds.
Major risks and the system and procedures to manage them
LCI has a national structure in the UK and an international structure worldwide, headquartered in the USA; they provide advice, training and assistance in all aspects of fundraising and charitable activities. Nationally the organisation has office staff based in Birmingham to manage and support UK based members in their charitable pursuits.
Page 6
Version 2 22/10/2022
TAR July 2021-June 2022
- ACHIEVEMENTS and Performance
Summary of the objects of the charity set out in its governing document
The trustees shall hold the charitable fund and its income to apply them for any purpose which is charitable according to the law of England and Wales whether for the benefit of any individual or group of people or for the benefit of any other organisation established for charitable purposes, (‘The Objects’), PROVIDED ALWAYS that the trustees shall not apply the charitable fund or any part thereof without first obtaining the approval, as defined in the Lions Club constitution, of the Lions Club at a Lions Club meeting. This is defined as a majority vote in favour, provided there is a quorum of members (50% of the Club’s members).
Summary of the main activities undertaken for the public benefit
In accordance with the Charities Act 2006, Wetherby District Lions Club (CIO) is required to confirm that the activities it undertakes to achieve its objectives are all carried out for the public benefit as described by the Charity Commission. In shaping these objectives for the past twelve months trustees have attended as many community events as resources allowed.
Due to the restrictions caused by COVID-19, this year has seen the cancellation of our major fundraising events. Whilst fully complying with the COVID restrictions, the club was able to operate the annual Santa’s sleigh rides in Wetherby and the neighbouring village of Linton bringing a great deal of good cheer to everyone and providing much needed income which was enhanced by further donations from the public.
Additionally the following activities were able to go ahead:
-
supporting several community activities including flower watering to assist the local ‘Wetherby in Bloom’ scheme;
-
presenting our ‘Cuddly Lion’ tombola at local fetes;
-
hosting a ‘Thankyou Quiz Nite’ in partnership with Morrisons Supermarket for the local business community;
-
organising a Jubilee Pudding competition with students from Wetherby High School and a local ‘Pudding Lab;;
-
operating a ‘free of charge’ community wheelchair loan scheme;
-
providing shelter and wheelchairs at the local COVID-19 Vaccination Hub together with car park marshalling.
Page 7
Version 1 22/07/2022
TAR July 2021-June 2022
Charitable funds that Club members have raised are disbursed to charities, groups and individual beneficiaries in the local, national and international community in accordance with the ‘Grant Making Policy’. After due consideration by the Club’s Grants & Community Service Committee, and agreed by a majority vote by Club members, they have donated grants to the following categories: Cancer Care & Health; Child Welfare; 2% Cancer Care & Health Community; 8% Disabled; 18% Child Welfare 0% Elderly; Community International Appeals; Disabled National Charities; 18% Youth. Elderly
----- Start of picture text -----
2% Cancer Care & Health
8%
18% Child Welfare
0%
Community
Disabled
18%
Elderly
43%
International Appeals
12%
National Charities
Youth
0%
----- End of picture text -----
Specifically grant donations were awarded to a number of health related charities: Young Live vs Cancer; Medic
Alert, Motor Neurone Disease Association and Cash for Kids.
The Club has continued to target grants to the local community, donating to service organisations and active community groups (Wetherby Weir Preservation Society, Wetherby Arts Festival, Wetherby Foodbank, Wetherby District Angling Club, Wetherby Bandstand Trust) and local youth groups (boys and girls football and cricket clubs, Brownie and Scouts packs and primary schools). A specific project was for a ‘trike’ and associated shelter for young person with considerable disabilities. Similarly, support was given to local families suffering ‘cost of living hardships’.
Also supported are Lions linked projects as: regional holiday schemes and elderly peoples festive meals and outing following the pandemic lockdown. Members gave service time and a grant to Wetherby in Bloom and a local youth enterprise scheme.
A number of national/international charities were assisted such as Royal British Legion; Heart Research UK and Lions International Foundation (LIF).
The ongoing war in Ukraine has created one of the greatest humanitarian crises of our time; significant support was given to the LIF international appeals.
Section D – Achievements and performance
The last twelve months has seen a continued reduction in the monies raised from the Club’s annual events, due to the cancellation of these through the COVID-19 pandemic outbreak. The cancellation of the ‘Great Yorkshire Bike Ride’ and the associated loss of the income, has impacted significantly on the funding for many local and international charities as well as loss of support to the charity work of other Lions Clubs in the Yorkshire Region.
The charity continued to use ‘online giving’ as part of the portfolio with the use of ‘JustGiving online facilities. This scheme, together with direct application to HMRC for fundraising activities, has enabled Gift Aid to be claimed which has increased fundraising efforts by £1,401.21
Page 8
Version 2 22/10/2022
TAR July 2021-June 2022
Additionally, the publicity and encouragement of our members and supporters to use our online shopping donation schemes ‘Easyfundraising’ and ‘smile.amazon.co.uk’ have also increased funds.
The Club continued to develop the website and social networking sites to publicise fundraising and charitable giving efforts. Commercial companies of Morrisons Supermarket, Manning Stainton Estate Agents and Franks Accountants have all provided support from their staff; indeed they have been a welcome resource attending at our community events.
Performance Review
During the year several detailed reviews of the charity’s performance was undertaken to ensure the quality of delivery. Trustees used the ‘Charity Governance Code' and the Charities Commission’s ‘Internal Financial Controls’ documentation as a basis to undertake the reviews.
Page 9
Version 2 22/10/2022
TAR July 2021-June 2022
Morrisons Slnce 1899 , We're ma sure yo isc UKRAIP4E UKRAINE ride
FINANCIAL REVIEW
The charity’s policy on reserves
The Club’s policy on reserves is not to hold a specific reserve fund and to husband its resources so that the Club is able to respond to requests for assistance as appropriate. Should a request of significance be received, which cannot be met from immediate Club funds, members will apply for emergency funds from LCIF; Structure - Governance and Management – Wider Networks refers. There are no significant legal or infrastructure obligations in the event that the charity needed to close.
Trustees have been conscious of the significant year-end balances in the former charity trust over the past years and have again worked hard to reduce this level during the year and achieved a reduction; see chart below.
WDLC (CIO) Year End Balance
----- Start of picture text -----
£30,000.00
£25,000.00
30-Jun
£20,000.00 Target
Trendline
Target
£15,000.00
Trend
£10,000.00
2005 2007 2009 2011 2013 2015 2017 2019 2021 2023
----- End of picture text -----
Trustees set an objective of holding a £10,000.00 year-end balance, this has not been achieved, however it is heading in the right direction of travel.
Recognising the above position, trustees have endeavoured to maximise the situation without adopting a high risk investment strategy and have continued with a savings account with the Monmouth Building Society. Whilst the income from this account is currently small with interest rates at 0.5% per annum, it does realise a small income on the £16,125.62 currently deposited in the account.
Risk management
The trustees have considered the risks affecting the charity and its activities as part of its planning process and have concluded that there is little to no exposure to direct financial risk as there are few specific liabilities to managing the Club, particularly on the closure of the charity. They have recognised however the economic downturn on charitable giving which has sharpened in the period
Page 11
Version 2 22/10/2022
TAR July 2021-June 2022
resulting in a lower funds being available to the Club; charitable grant giving has reduced accordingly and is expected to continue in the short term.
Trustees are constantly reviewing the skills of Trustees and regularly seek additional trustees from the organisation’s members and community representatives and will continue to do so in the coming year.
Page 12
Version 2 22/10/2022
TAR July 2021-June 2022
THE YEAR AHEAD
The charity will continue to support the people of Wetherby and the surrounding area by helping individuals and organisations in time of need as the Club has done for the last 56 years.
Specifically trustees will:
-
consider the impact of the continuing COVID-19 pandemic outbreak on the operation of the charity in respect of the fundraising activities and membership retention and recruitment;
-
review, before the end of the 2022 calendar year, the events that have been staged in the period and those that had to be cancelled due to COVID-19 restrictions and determine if these events should be repeated in the next financial year;
-
continue to focus fundraising efforts within the local area and to incorporate conurbations outside of Wetherby; namely the town of Tadcaster and the villages of Boston Spa, Bardsey and Scarcroft;
-
continue to manage events with a multi-disciplinary community team;
-
strive to increase membership by an organised professional approach showing due diligence and transparency throughout the process; particularly addressing membership diversity including LGBT+ inclusion;
-
develop further the use of social media to educate, inform and publicise the charity and its activities and ensure that all opportunities for the publicity and promotion of our services are maximised;
-
continue our assessment of our charity against the ‘Charity Governance Code for Small Charities’, ensuring the high standards of governance which forms part of the principles and recommended practices are met;
-
work towards diversity of the board of trustees and recruit new trustees with relevant skills and qualities.
Page 13
Version 2 22/10/2022
TAR July 2021-June 2022
018Thcr 1¢SG {50% yF%¥ 1906- 2016 We Serve
TRUSTEE DECLARATION
The trustees declare that they have approved the Trustees Annual Report above.
Signed on behalf of the charity’s trustees
Signature:
Full name: Tim Ritson
Position: Chairman of Trustees
Date: 29/07/2022
Page 15
Version 2 22/10/2022
TAR July 2021-June 2022
-.LL¥' Ill Iylb l aff
INDEPENDENT EXAMINER’S REPORT
Page 17
Version 2 22/10/2022
TAR July 2021-June 2022
FINANCIAL STATEMENTS
Wetherby District Lions Charitable Incorporated Organisation Analysis of Receipts and Payments
For Year ended 30 June 2022
| Analysis of Receipts and Payments For Year ended 30 June 2022 |
||||
|---|---|---|---|---|
| Unrestricted | Restricted | Total | Last | |
| Funds | Funds | Funds | Year | |
| June 2022 | June 2022 | June 2022 | June 2021 | |
| £ | £ | £ | £ | |
| Revenue Receipts | ||||
| Grants received for acquisition of fixed assets | 0 | 0 | 0 | 0 |
| Receipts from fundraising activities | 14,389 | 0 | 14,389 | 17,243 |
| Income from investments other than land & buildings | 90 | 0 | 90 | 32 |
| Rents from land & buildings | 0 | 0 | 0 | 0 |
| Gross receipts from other charitable activities | 0 | 0 | 0 | 0 |
| Total Revenue Receipts | 14,479 | 0 | 14,479 | 17,276 |
| Receipts from assets & investment sales | ||||
| Total Capital Receipts | ||||
| Total Receipts from all sources | 14,479 | 0 | 14,479 | 17,276 |
| Expenses for fundraising activities | 4,733 | 0 | 4,733 | 1,509 |
| Payments relating directly to charitable activities | 1,860 | 0 | 1,860 | 412 |
| Grants and donations | 10,089 | 0 | 10,089 | 10,089 |
| Total | 16,681 | 0 | 16,681 | 12,010 |
| Net Surplus | -2,203 | 0 | -2,203 | 5,265 |
Page 19
Version 2 22/10/2022
TAR July 2021-June 2022
Wetherby District Lions Charitable Incorporated Organisation Analysis of Receipts and Payments For Year ended 30 June 2022
| Analysis of Receipts and Payments For Year ended 30 June 2022 |
||||
|---|---|---|---|---|
| Unrestricted | Restricted | Total | Last | |
| Funds | Funds | Funds | Year | |
| June 2022 | June 2022 | June 2022 | June 2021 | |
| £ | £ | £ | £ | |
| Cash Funds | ||||
| Cash & Bank Balances at Start of period | ||||
| Bank Current Account | 1,458 | 0 | 1,458 | 2,707 |
| Bank Event Account | 915 | 0 | 915 | 35 |
| PayPal Business Account | 13 | 0 | 0 | 0 |
| Santander Savings Account | 2,395 | 0 | 2,395 | 12,399 |
| Monmouthshire BS Savings Account | 16,536 | 0 | 16,536 | 0 |
| Cash Account | 195 | 0 | 195 | 159 |
| Deficit on receipts & payments account | 21,512 | 0 | 21,512 | 15,299 |
| Cash & Bank Balances at end of year | ||||
| Bank Current Account | 1,571 | 0 | 1,571 | 1,458 |
| Bank Event Account | 0 | 0 | 0 | 915 |
| PayPal Business Account | 104 | 0 | 104 | 13 |
| Santander Savings Account | 1,395 | 0 | 1,395 | 2,395 |
| Monmouthshire BS Savings Account | 16,126 | 0 | 16,126 | 16,536 |
| Cash Account | 114 | 0 | 114 | 195 |
| Total | 19,310 | 0 | 19,310 | 21,512 |
| Liabilities | ||||
| 0 | 0 | 0 | 0 |
John Wardley Honorary Treasurer Approved by the Board of Trustees on 29[th] July 2022
Page 20
Version 2 22/10/2022
TAR July 2021-June 2022
Wetherby District Lions Charitable Incorporated Organisation
Analysis of Receipts and Payments For Year ended 30 June 2022
1 The nature and purpose of each fund
All funds are unrestricted and may be applied upon the purposes of the charity
2 Descriptions and details of grants made
| 2 Descriptions and details of grants made | Amount |
| Type of activity or project supported | |
| Cancer Care & Health | 759 |
| Child Welfare | 200 |
| Community | 4,324 |
| Disabled | - |
| Elderly | 1,212 |
| International Appeals | 1,781 |
| National Charities | 30 |
| Youth | 1,783 |
| Total of grant made as shown in receipts & payments | 10,089 |
| summary |
3 Statement that no remuneration was paid to a trustee or any person connected with them.
No remuneration was paid to any trustee or any person connected with them
4 Independent Examiner's Fees
No charge by Franks Accountants 0
5 Management
In common with other Lions clubs, Wetherby District Lions Club (CIO) finances the running of the club via membership fees and the profit from members' entertainment events and does not use any charitable funds raised from the public to do so.
Page 21
Version 2 22/10/2022
TAR July 2021-June 2022
Wetherby District Lions Charitable Incorporated Organisation Analysis of Receipts and Payments
For Year ended 30 June 2022
| Analysis of Receipts and Payments For Year ended 30 June 2022 |
||||
|---|---|---|---|---|
| Unrestricted | Restricted | Total | Last | |
| Funds | Funds | Funds | Year | |
| June 2022 | June 2022 | June 2022 | June 2021 | |
| £ | £ | £ | £ | |
| Revenue Receipts | ||||
| Grants received for acquisition of fixed assets | 0 | 0 | 0 | 0 |
| Receipts from fundraising activities | 14,389 | 0 | 14,389 | 17,243 |
| Income from investments other than land & buildings | 90 | 0 | 90 | 32 |
| Rents from land & buildings | 0 | 0 | 0 | 0 |
| Gross receipts from other charitable activities | 0 | 0 | 0 | 0 |
| Total Revenue Receipts | 14,479 | 0 | 14,479 | 17,276 |
| Receipts from assets & investment sales | ||||
| Total Capital Receipts | ||||
| Total Receipts from all sources | 14,479 | 0 | 14,479 | 17,276 |
| Expenses for fundraising activities | 4,733 | 0 | 4,733 | 1,509 |
| Payments relating directly to charitable activities | 1,860 | 0 | 1,860 | 412 |
| Grants and donations | 10,089 | 0 | 10,089 | 10,089 |
| Total | 16,681 | 0 | 16,681 | 12,010 |
| Net Surplus | -2,203 | 0 | -2,203 | 5,265 |
| Breakdown of Expenses 01/07/2021 to 30/06/2022 | Receipts from same | |||
| Cuddly Lion Stall | 493 | 0 | 617 | |
| Dickensian Day (2021) | 1,1867 | 0 | 1,803 | |
| Donations | 0 | 0 | 5,178 | |
| Dickensian Craft Fayre (2022) | 35 | 0 | 675 | |
| Dickensian Day (2022) | 0 | 0 | 50 | |
| Membership Fees 2021 - 2022 | 881 | 0 | 510 | |
| Membership Fees 2022 - 2023 | 0 | 0 | 210 | |
| Quiz Nights | 110 | 0 | 692 | |
| Santa's Sleigh & Dickensian Day | 364 | 0 | 4,395 | |
| Senior Citizens' Concert | 1,638 | 0 | 15 | |
| Wheelchairs | 25 | 0 | 53 | |
| Sundry Income | 0 | 0 | 191 | |
| Total | 4,733 | 0 | 14,389 |
Page 22
Version 2 22/10/2022
TAR July 2021-June 2022
Management and administration costs in support of charitable activities General administrative expenses
| Fundraising Costs | 1253 | 0 |
1,253 | 26 |
|---|---|---|---|---|
| Recruitment / retention Costs | 45 | 0 |
45 | 0 |
| Sundry Expenses | 562 | 0 |
562 | 386 |
| Corporate Clothing | 0 | 0 | 0 | 0 |
| Training | 0 | 0 | 0 | 0 |
| 1,860 | 0 | 1,860 | 412 | |
| Professional fees in support of charitable events | ||||
| CIO Administration |
- | - | - |
- |
| Total support costs |
1,860 | - | 1,860 | 412 |
| Grant making to achieve the objects of the | ||||
| society | ||||
| Grants paid including Gift Aid payments | ||||
| Grants paid as shown in the attached schedule | ||||
| 10,089 |
- | 10,089 | 9,141 |
Wetherby District Lions Charitable Incorporated Organisation Analysis of Receipts and Payments For Year ended 30 June 2022
| Analysis of Receipts and Payments For Year ended 30 June 2022 |
||||
|---|---|---|---|---|
| Unrestricted | Restricted | Total | Last | |
| Funds | Funds | Funds | Year | |
| June 2022 | June 2022 | June 2022 | June 2021 | |
| £ | £ | £ | £ | |
| A Detailed schedule of grants paid to achieve the objects of the charity | ||||
| Grants to institutions (Net) | ||||
| Cancer Care & Health | 759 | 0 | 759 | 2,182 |
| Child Welfare | 200 | 0 | 200 | 250 |
| Community | 4,324 | 0 | 4,324 | 4,720 |
| Disabled | - | 0 | - | 18 |
| Elderly | 1,212 | 0 | 1,212 | 250 |
| International Appeals | 1,781 | 0 | 1,781 | 1,000 |
| National Charities | 30 | 0 | 30 | 30 |
| Youth | 1,783 | 0 | 1,783 | 692 |
| Total institutional grants | 10,089 | 0 | 10,089 | 9, |
Included above are payments made under Gift Aid
Page 23
Version 2 22/10/2022
TAR July 2021-June 2022
41. HSLIC 4= .••i7 è ILbkn,• 4J4•-130-r
- INFORMATION Corporate
Charity name
Wetherby District Lions Club Charitable Incorporated Organisation (CIO)
Charity Commission of England and Wales Registered charity number
1166656
Registered principle charity address Correspondence address The Bridge Hotel & Spa 10 Grizedale Close Walshford, Wetherby Wetherby LS22 5HS LS22 6FQ
Name of the charity trustees who manage the charity
| Tim Ritson | Honorary Chairman of Trustees |
|---|---|
| Martin Doxey | Honorary Secretary |
| John Wardley | Honorary Treasurer |
| Alan Creighton | Trustee |
| John Hubbard | Trustee |
| Ken MacKenzie | Trustee |
Name and address of advisers and bankers
| Type of adviser | Name | Address | Address |
|---|---|---|---|
| Independent Examiner | Adam Franks | First Floor, Equinox 1 | |
| Audby Lane | |||
| Wetherby | |||
| LS22 7RD | |||
| Bankers | Name | Address | |
| HSBC | 11 North Street | ||
| Wetherby | |||
| LS22 6NT | |||
| Santander | 1 | Cambridge Road | |
| Harrogate | |||
| HG1 1PB | |||
| Monmouthshire | Monmouthshire House | ||
| Building Society | John Foster Square | ||
| Newport | |||
| NP20 1PX | |||
| PayPal | Whittaker House | ||
| 2 Whittaker Avenue | |||
| Richmond | |||
| TW9 1EH |
Page 25
Version 1 22/07/2022
TAR July 2021-June 2022
ight inncrs -?0(4t."
– ‘ ’ AND FINALLY thank you
The work of the charity simply wouldn’t be possible without our supporters, partners, volunteers and fundraisers, and trustees want to say ‘thank you’. However due to COVID-19, some events have had to be cancelled from July 2020 onward preventing the Club from continuing the excellent partnerships with the business community. We do hope that we can return to full ‘normality’ in the coming year and look forward to re-engaging with partners to support our events for the benefit of the local community
They include companies of:
| BAE coffee shop | Hunters Estate Agents | San Angelo’s |
|---|---|---|
| Bike Shack | HartLaw | Spice4You |
| Black Bull Pub | Kith&Kin | The Bridge Inn & Spa Hotel |
| Bright Ideas | Manning Stainton Estate Agents | The Pudding Lab |
| Caines Jewellers | Marslands Timber | The Rainflorist |
| Castlegarth Stationers | Morrisons | Timpsons |
| Franks Accountants | New Inn Pub | Touchwood |
| Furnish & Fettle | Optimum Vehicles | Wetherby Arts Festival |
| Handpicked Local | Printworks Ltd |
Individuals of:
| Galan Moss | John Leetch | Simon Moore |
|---|---|---|
| John Cuthbertson | Paul Froes | Simon Donkin |
And to all our supporters who wish to remain anonymous.
Page 27
Version 1 22/07/2022
TAR July 2021-June 2022
© Wetherby District Lions Club 2022. The copyright of all material appearing in this publication belongs to Wetherby District Lions Club, it may not be reproduced, duplicated or copied by any means without our prior written consent. CIO Registration No. 1166656
TAR July 2021-June 2022 Page 27
Version 1 22/07/2022