Trustees’ Annual Report for the period
From 01/07/2021 Period start date To 30/06/2022 Period end date
Charity name: Woolmer Forest Lions Club
Charity registration number: 1174890
Objectives and Activities
----- Start of picture text -----
SORP reference
Summary of the Para 1.17 Advancement of
purposes of the charity citizenship/promoting the
as set out in its voluntary sector/community
governing document participation/ relief of poverty/
advancement of health/
promoting conservation
Summary of the main Para 1.17 and Fundraising at local events/
1.19
activities in relation to providing manpower at local
those purposes for the events/ aid to local people in
public benefit, in need/ aid to national and
particular, the activities, international disaster/ local
projects or services conservation/ recycling –
identified in the spectacles, hearing aids, cans
accounts. and batteries/ Message in a
Bottle project
Statement confirming Para 1.18 Trustees confirm regard for
whether the trustees guidance issued
have had regard to the
guidance issued by the
Charity Commission on
public benefit
----- End of picture text -----
Additional information (optional)
You may choose to include further statements where relevant about:
----- Start of picture text -----
SORP reference
Para 1.38 Welfare committee
Policy on grant making recommendations followed by full
member vote
Para 1.38 Full membership vote
Policy on social
investment including
program related
investment
Para 1.38 Attendance at monthly business
----- End of picture text -----
Contribution made by meetings. Volunteer hours at volunteers events when available. Maintain recycling projects. Take on various committee and trustee roles. Other
Achievements and Performance
SORP reference A very active year with fundraising events including: Summary of the main Para 1.20 achievements of the Santa Sleigh charity, identifying the Xmas Tombola difference the charity’s Easter Appeal work has made to the Charity Golf Day circumstances of its Car Boot sales beneficiaries and any Book Sales wider benefits to society Marie Curie Collection as a whole. Ukraine Collection Community Lottery Scheme Support at local events including : Apple Tasting Day Hogmoor Enclosure The Shed Local Music Festival Local Free Fun Day Local village Fayres Welfare support including: Mobility Trust donation Hants Fostering Network Spotlight UK Beds and mattresses Laptops Carpeting House removal costs Message in a Bottle Schools support: Wild Tribe Books Peace Poster Support for international appeals: Flooding in Europe
Ukrainian refugees Ukranian Hub
Local environment: Litter pick Drinks can recycling Spectrek/ hearing aids/batteries
Additional information (optional)
You may choose to include further statements where relevant about:
----- Start of picture text -----
Most objectives achieved
Achievements against Para 1.41
objectives set
Fundraising activities achieved
Performance of objectives set
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
----- End of picture text -----
Financial Review
----- Start of picture text -----
Review of the charity’s Para 1.21
financial position at the In good standing
end of the period
Statement explaining Para 1.22
the policy for holding
reserves stating why
they are held
Amount of reserves held Para 1.22 No reserves
Reasons for holding zero Para 1.22
reserves
Details of fund materially Para 1.24 None
in deficit
Explanation of any Para 1.23
uncertainties about the No uncertainties
charity continuing as a
going concern
----- End of picture text -----
Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal sources of funds Para 1.47 (including any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the Para 1.46 principal risks facing the charity Other
Structure, Governance and Management
----- Start of picture text -----
Description of charity’s
trusts:
Type of governing Para 1.25 Constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 Trust
constituted? Lions Club International
(e.g unincorporated Constitution
association, CIO)
Trustee selection Para 1.25
methods including Election at end of office term
details of any
constitutional provisions
e.g. election to post or
name of any person or
body entitled to appoint
one or more trustees
----- End of picture text -----
Additional information (optional)
You may choose to include further statements where relevant about:
----- Start of picture text -----
Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
----- End of picture text -----
Reference and Administrative details
----- Start of picture text -----
Charity name Woolmer Forest Lions Club
Other name the charity
uses
Registered charity 1174890
number
----- End of picture text -----
Charity’s principal 49 Thorpe Gardens address Alton Hants GU34 2BQ
Names of the charity trustees who manage the charity
----- Start of picture text -----
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 John Lewis President
2 Joanne Wilson Secretary
3 Alistair Gallon Treasurer
4 Victor Machin
5 Anthony Vaus
6 Nigel Gray
7 Richard Balchin Membership
8
9
10
11
12
13
14
15
16
17
18
19
20
----- End of picture text -----
Corporate trustees – names of the directors at the date the report was approved 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 None
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) John Lewis Full name(s) JohnLewis
Position (eg President Secretary, Chair, etc)
Date 3[rd] November 2022
| Charity Name | Charity Name | Charity Name | No (if any) | ||
|---|---|---|---|---|---|
Woolmer Forest Lions Club |
1174890 |
||||
| Receipts andpayments accounts For the period from Period start date To Period end date 01/07/2021 30/06/2022 |
CC16a | ||||
| For the period | Period start date | Period end date 30/06/2022 |
|||
from |
01/07/2021 | To |
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ |
Unrestricted funds to the nearest £ |
Restricted funds to the nearest £ |
Restricted funds to the nearest £ |
Endowment funds to the nearest £ |
Endowment funds to the nearest £ |
Total funds to the nearest £ 18,890 - - - - - - - |
Total funds to the nearest £ 18,890 - - - - - - - |
Last year to the nearest £ |
|---|---|---|---|---|---|---|---|---|---|
| 18,890 | - | - | 18,890 | 7,858 | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| Sub total(Gross income for AR) | 18,890 |
- | - | 18,890 | 7,858 | ||||
| A2 Asset and investment sales, (see table). |
- - |
||||||||
| - | - | - | - | ||||||
| - | - | - | - | - | |||||
| Sub total | - |
- | - | - | - | ||||
| Total receipts 18,890 |
- | - | 18,890 | ||||||
| - | - | 18,890 | 7,858 |
| Sub total(Gross income for AR) | 18,890 |
- | - | 18,890 | 7,858 | ||||
|---|---|---|---|---|---|---|---|---|---|
| A2 Asset and investment sales, | |||||||||
| (see table). | |||||||||
| - | - | - | - | ||||||
| - | - | - | - | - | |||||
| Sub total | - |
- | - | - | - | ||||
| **Total receipts ** | 18,890 |
- | - | 18,890 | 7,858 |
A3 Payments
| - | ||||||||
|---|---|---|---|---|---|---|---|---|
| - | ||||||||
| - | ||||||||
| - | ||||||||
| - | ||||||||
| - | ||||||||
| - | ||||||||
| - | ||||||||
| - | ||||||||
| - | ||||||||
| - | ||||||||
| - | ||||||||
5,429 |
- | - | 5,429 | 7,858 | ||||
| - | - | - | - | - | ||||
| 5,466 | - | - | 5,466 | - | ||||
10,895 |
- | - | 10,895 | 7,858 |
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B3 Investment assets B4 Assets retained for the charity’s own use B5 Liabilities |
Details Total cash funds (agree balances with receipts and payments account(s)) Details Details Details Details Signature John Lewis |
Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - 10,895 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name President |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| John Lewis | President | 13 Nov 2022 | |