## **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
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## **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
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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
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## **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
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## **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
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## **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
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## **Reference and Administrative details** **----- Start of picture text -----**
Charity name Woolmer Forest Lions Club
Other name the charity
uses
Registered charity 1174890
number
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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
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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| |||||