## **Trustees’ Annual Report for the period** **From 01/07/2022 Period start date To 30/06/2023** ## **Period end date** **Charity name: Woolmer Forest Lions Club** ## **Charity registration number: 1174890** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**Advancement of citizenship/promoting**
**the voluntary sector/community**
**participation/ relief of poverty/**
**advancement of health/ promoting**
**conservation**| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|**Fundraising at local events/ providing**
**manpower at local events/ aid to local**
**people in need/ aid to national and**
**international disaster/ local**
**conservation/ recycling – spectacles,**
**hearing aids, cans and batteries/**
**Message in a Bottle project**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**Trustees confirm regard for guidance**
**issued**| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||
SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|**Welfare committee recommendations**
**followed by full member vote**| |Policy on social investment
including program related
investment|Para 1.38|**Full membership vote**| |Contribution made by
volunteers|Para 1.38|**Attendance at monthly business**
**meetings. Volunteer hours at events**
**when available. Maintain recycling**
**projects. Take on various committee**
**and trustee roles.**| |Other||| ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|**A very active year with fundraising**
**events including:**
Santa Sleigh
Xmas Tombola
Easter Appeal
Golf Day
Car Park Marshalling
Marie Curie Collection
Community Lottery Scheme
**Support at local events including :**
Apple Tasting Day
Hogmoor Enclosure
The Shed
Local Free Fun Day
Local village Fayres
**Welfare support including:**
Local Foodbanks
Hounds for Heroes
Transplant Games
Brain Tumour Research
Beds and mattresses
Laptops
Carpeting
Repatriation
Message in a Bottle
**Support to local youngsters**
Wild Tribe Books
Scouts support
Martial Arts International
**Support for international appeals:**
Turkey Earthquake
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: |
Achievements against
objectives set|
Para 1.41|
**Most objectives achieved**| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|**Fundraising activities achieved**
**objectives set**| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**In good standing**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|| |Amount of reserves held|Para 1.22|**No reserves**| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially in
deficit|Para 1.24|**None**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**No uncertainties**| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: |
The charity’s principal
sources of funds (including
any fundraising)|
Para 1.47|| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**Constitution**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Trust**
**Lions Club International Constitution**| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|**Election at end of office term**| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: |
Policies and procedures
adopted for the induction
and training of trustees|
Para 1.51|| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|| |Relationship with any related
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|Woolmer Forest Lions Club| |---|---| |Other name the charity uses|| |Registered charity number|1174890| |Charity’s principal address|49 Thorpe Gardens
Alton
Hants
GU34 2BQ| ||| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||John Lewis|President||| ||Joanne Wilson|Secretary||| ||Richard Balchin|Vice President||| ||Alistair Gallon|Treasurer||| ||Victor Machin|||| ||AnthonyVaus|||| ||Nigel Gray|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – 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)** **Full name(s)** Joanne Wilson **Position (eg Secretary,** Secretary **Chair, etc)** **Date** 15/10/2023 **Charity Name No (if any) Woolmer Forest Lions Club 1174890 Receipts and payments accounts CC16a For the period** Period start date Period end date **To from** 7/1/2022 6/30/2023 ## **Section A Receipts and payments** |**Section A Receipts and payments**||||| |---|---|---|---|---| |**A1 Receipts**
**10,061**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**10,061**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 10,061**
**A3 Payments**
Charitable donations
**11,311**
Fund raisingexpenses
**2,472**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ 13,783**
**-**
**-**
**_Sub total_ -**
**_Total payments_ 13,783**
**_Net of receipts/(payments)_ 5,643**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**5,077**
**_Cash funds this year end_ 10,720**
**Unrestricted**
**funds**
**to the nearest £**
**_Sub total_**_(Gross income for AR)_
**A2 Asset and investment sales,**
**(see table).**
**A4 Asset and investment**
**purchases, (see table)**|**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Restricted**
**funds**|**to the nearest £**
**Endowment**
**funds**|**Total funds**
**to the nearest £**
**10,061**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**10,061**
**-**
**-**
**-**
**10,061**
**11,311**
**2,472**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**13,783**
**-**
**-**
**-**
**13,783**
**5,643**
**-**
**5,077**
**10,720**|**Last year**
**to the nearest £**| |||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**10,061**|**10,895**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**10,061**|**10,895**| |||||| |||**-**
**-**
**-**|**-**|| ||||**-**|**-**| ||||**-**|**-**| |||||| |||**-**|**10,061**|**10,895**| |||||| |||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**11,311**|**-**| ||||**2,472**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**13,783**|**-**| |||||| |||**-**
**-**
**-**|**-**|| ||||**-**|| ||||**-**|**-**| |||||| |||**-**|**13,783**|**-**| |||||| ||**-**|**-**
**-**
**-**
**-**|**5,643**|**10,895**| ||**-**||**-**|**-**| ||**-**||**5,077**|**-**| ||**-**||**10,720**|**10,895**| ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
Signed by one or two trustees on
behalf of all the trustees|**Details**
**Details**
**Details**
**Details**
**Details**
Signature
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**10,720**
**-**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
Print Name
**Unrestricted**
**funds**
**Restricted**
**funds**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||| ||||**to nearest £**
**Endowment**
**funds**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||||| |||||