## **Trustees' Annual Report for the period**
Period start date Period end date **Da Month Year Da Mont Year From y July y h 2021 01 To 30 .June 2020**
## Section A
## Reference and administration details
## **Charity name: MARCH LIONS CLUB CIO**
> **Other names of Charity** N/A
**Registered Charity No.**
## **Names of the charity trustees who manage the charity**
**----- Start of picture text -----**
Dates acted if not for Name of person (or body)
Trustee name Office (if any)
whole vear entitled to appoint trustee (if
anv)
Derek Rutter President
Jenny Webb 1 [st ] Vice
Alexander Groome Treasurer
John Potter IPP
Richard Martin Trustee
Rachel Beeson Trustee
Neil Rutter Secretary
**----- End of picture text -----**
Name
Dates acted if not for whole
ear
NIA
## **Names and addresses of advisers (Optional information)**
**Type of Nam Address adviser e N/A**
## **Name of chief executive or names of senior staff members (Optional information)**
## **N/A**
## **Section B Structure, governance and management**
## **Description of the charity's trusts**
Type of governing document Constitution
How the charity is constituted Charitable Incorporated Organisation
Trustee selection methodsElection at AGM
## **Additional governance issues (Optional information)**
You **may choose** to include additional information , where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity's organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees' consideration of major risks and the system and procedures to manage them.
Training of new incoming officers is provided by Lions Club International District at start of each new term.
March Lions club is a member club of the International association of Lions Clubs through Lions Club International.
The membership of the club has risen slightly over the last few years and is currently standing at 23. However, as many members are into retirement (or approaching it) and traditional methods of recruitment produce limited numbers, and usually within the same age bracket, a new ‘Friends of March Lions’ recruitment programme was started in the previous Lionistic Year and currently has a membership of 16.
March Lions Club continues to have a strong working partnership with March Rotary Club, especially with respect to ‘Santa on Tour’ at Christmas. l b f h l b h i i i
## **Section C**
**Summary of the objects of the charity set out in its governing document**
## **Objectives and activities**
Advancement of Citizenship. Promoting the Voluntary sector for the public benefit locally, nationally, and international.
Supporting Youth to develop their skills, capacities, and capabilities,
The relief of poverty by providing humanitarian aid and disaster relief. The advancement of health, assisting disabled people. Promoting conservation 2 P ti it ti i ti i h lth ti
Having had regard to the guidance issued by the Charity Commission on Public Benefit.
All trustees have had the opportunity to read the guidance document.
Trustee Meetings are incorporated into the end of Club Business meetings and are also held separately for specific purposes.
The club has carried out the following activities this year in respect of the objects of the club.
The impact of the COVID Pandemic has had a continued impact on the activities of the Club during 2020/21.
The Club was still able to provide Santa on tour over 6 nights with the help of our friends from Rotary. As well as raising money this gives many local people (children especially) a lot of pleasure seeing Santa on his decorated sleigh, We also collected Tinned Food for the Local Foodbank. Only the One static Santa fund-raising events were held at a local supermarket this year.
The Club continued to develop and maintain the large circular garden in the local park although COVID restrictions prevented the use of working parties.
From March 2020 all normal fund-raising activities stopped and as per the governments advice the club kept to the stayat-home theme as needed after this time.
The £200 to each local primary school was handed out as they returned in September. These have ranged from specific journals to gardening equipment and signage for a developing ‘buddy’ system.
**Summary of the main have had regard to the guidance issued by the Charity activities undertaken for Commission on public benefit) the public benefit in relation to these objects (include within this section the statutory declaration that trustees**
**Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
The Club’s policy on grant making is based on how the organisation has carried this prior to becoming a CIO. Applications from the public, groups and other charities are heard at normal Club Business Meetings, sometimes passed to the Welfare Committee to generate specific proposals or discussed by all members and Trustees at that meeting. Based on the merits of the application, or Welfare proposal, the Club is invited to propose a sum and vote to accept or reject, counter proposals may also be heard. If the vote achieves a majority approval, then it is then ratified by the Trustees and if approved the ~~grant is made by the Treasurer to the organisation requesting~~ assistance.
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
Applications for funding from Commercial organisations or for Commercial or for potentially illegal purposes are automatically rejected.
The club does not at present have any investments.
The Club enjoys a significant amount of support from family members and partners as well as from the local Rotary Club. As can be seen from previously in the report it will be seeking further support the its ‘Friends of March Lions’ programme. Not full Lions but people prepared to help out at events and join in social activities who may, in time, become Lions.
## Section D
## Achievements and performance
**Summary of the main Incomes for the period covered by this report achievements of the charity during the year** Across both accounts held by March Lions CIO we have taken
Across both accounts held by March Lions CIO we have taken an income of £3164.68
Broken down into the following £ 1196.00 – Administration Account £ 1968.68 – Charity Account
## **Expenses for the period covered**
Across both accounts held by March Lions CIO we have expenses totalling £4647.81
Broken down into the following £ 1640.82 – Administration Account £ 3006.99 – Charity Account
## **Notable Donations**
## **Some of our notable donations include:**
**£360.00 – Magpas £256.00 – 20Twenty Productions £256.00 – Young People March £250.00 – March in Bloom £200.00 – Westwood Primary School £200.00 – Burrowmoor Primary School**
**£200.00 – LCIF Distaster Fund**
## Section E
## Financial review
**Brief statement of the charity's policy on reserves**
~~The charity currently has no policy on reserves.N/A~~
**Details of any funds materially in deficit**
## **Further financial review details (Optional information)**
- You **may choose** to As stated in the previous report.
- include additional information, where relevant about: • the charity's principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## Section F Other optional information
## Section G Declaration
The trustees declare that they have approved the trustees' report
above. Signed on behalf of the charity's trustees
Signature(s)
Full name(s) Alexander John Groome Position (eg Secretary, Chair) Treasurer
~~6~~
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|LIONS ACCOUNTS 2020|LIONS ACCOUNTS 2020||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|No 1 account|Admin.||||||||||||||||||
|Income|||||||||Expenditure||||||||||
|Date|Details|Total|||Restricted||Unrestricted||Date|Details|Total||Chq Number|Date Cleared|Restricted||Unrestricted||
|01-07-2020|Balance brought forward|£|1,265.44
||||||||||||||||
|01-07-2020|Subs|£|25.00
|U|£|-
|£|25.00
|14-07-2020|Subs - half year|£|834.62
|100649|22-07-2020 U|£|-
|£|834.62
|
|15-07-2020|Draw and Tail Twister from March|£|28.00
|U|£|-
|£|28.00
|11-08-2020|LCI MD105 - New Presidents Chain|£|119.10
|100650|27-08-2020 U|£|-
|£|119.10
|
|20-07-2020|Subs|£|200.00
|U|£|-
|£|200.00
|15-08-2020|International owed|£|16.50
|100651|03-09-2020 U|£|-
|£|16.50
|
|02-08-2020|Subs - BW|£|75.00
|U|£|-
|£|75.00
|22-10-2020|ICO|£|35.00
|Direct Debit|22-10-2020 U|£|-
|£|35.00
|
|05-10-2020|Subs|£|125.00
|U|£|-
|£|125.00
|10-01-2021|Subs - half year|£|635.60
|100652|26-01-2021 U|£|-
|£|635.60
|
|05-11-2020|Donation - Potters|£|50.00
|U|£|-
|£|50.00
|||||||||||
|19-11-2020|Subs|£|50.00
|U|£|-
|£|50.00
|||||||||||
|30-11-2020|Subs|£|50.00
|U|£|-
|£|50.00
|||||||||||
|06-12-2020|Subs|£|50.00
|U|£|-
|£|50.00
|||||||||||
|06-12-2020|Donation - Rutters|£|50.00
|U|£|-
|£|50.00
|||||||||||
|22-12-2020|Donation - Potters|£|8.00
|U|£|-
|£|8.00
|||||||||||
|24-12-2020|Donation - Moger|£|10.00
|U|£|-
|£|10.00
|||||||||||
|24-12-2020|Subs|£|50.00
|U|£|-
|£|50.00
|||||||||||
|02-12-2020|Subs|£|150.00
|U|£|-
|£|150.00
|||||||||||
|03-01-2021|Subs|£|25.00
|U|£|-
|£|25.00
|||||||||||
|05-01-2021|Subs|£|50.00
|U|£|-
|£|50.00
|||||||||||
|20-01-2021|Subs|£|175.00
|U|£|-
|£|175.00
|||||||||||
|21-01-2021|Donation - N.Rutter|£|25.00
|U|£|-
|£|25.00
|||||||||||
|||||||||||balance in hand|£|820.62
|||||||
|total||£|2,461.44
||£|-
|£|1,196.00
|||£|2,461.44
|||£|-
|£|1,640.82
|
## LIONS ACCOUNTS 2020 - 71004042
|No 2 account|charity acc.||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|Income|||||||||Expenditure||||||||||
|Date|Details|Total|||Restricted||Unrestricted||Date|Details|Total||chq number|Cleared Date|Restricted||Unrestricted||
||Balance brought forward|£|2,766.30
||||||||||||||||
|22-10-2020|Quizzes|£|6.00
|U|£|-
|£|6.00
|14-07-2020|March in Bloom|£|250.00
|101671|23-07-2020 U|£|-
|£|250.00
|
|03-11-2020|Quizzes|£|98.00
|U|£|-
|£|98.00
|14-07-2020|Magpas|£|360.00
|101672|27-07-2020 U|£|-
|£|360.00
|
|17-11-2020|Quizzes|£|7.50
|U|£|-
|£|7.50
|14-09-2020|Meadowgate - Minibuses|£|100.00
|101673|05-10-2020 U|£|-
|£|100.00
|
|18-11-2020|Donation|£|0.98
|U|£|-
|£|0.98
|09-10-2020|Remembrance Wreath|£|25.00
|101674|05-11-2020 U|£|-
|£|25.00
|
|30-11-2020|Quizzes|£|6.00
|U|£|-
|£|6.00
|16-10-2020|Cavalry Books|£|176.76
|101675|20-10-2020 U|£|-
|£|176.76
|
|30-11-2020|Donation|£|0.50
|U|£|-
|£|0.50
|26-10-2020|Westwood Primary - YMCA fund|£|200.00
|101676|18-11-2020 U|£|-
|£|200.00
|
|06-12-2020|Quizzes|£|33.00
|U|£|-
|£|33.00
|26-10-2020|J.Potter - All Saints Garden Tools|£|195.79
|101677|30-10-2020 U|£|-
|£|195.79
|
|06-12-2020|Sleigh Night One|£|210.00
|R|£|210.00
|£|-
|03-11-2020|D.Rutter - Spec's postage|£|28.80
|101678|12-11-2020 U|£|-
|£|28.80
|
|10-12-2020|Sleigh Night Two|£|87.00
|R|£|87.00
|£|-
|14-01-2021|P'boro - 50% Quizzes|£|75.00
|101680|26-01-2021 U|£|-
|£|75.00
|
|11-12-2020|Donation|£|10.00
|U|£|-
|£|10.00
|14-01-2021|Rotary Share of Santa on Tour|£|512.00
|101681|28-01-2021 R|£|512.00
|£|-
|
|14-12-2020|Sleigh Night Three|£|114.00
|R|£|114.00
|£|-
|14-01-2021|20TwentyProductions (SOT)|£|256.00
|101682|15-02-2021 R|£|256.00
|£|-
|
|17-12-2020|Sleigh Night Four|£|256.00
|R|£|256.00
|£|-
|14-01-2021|Young People March (SOT)|£|256.00
|101683|28-01-2021 R|£|256.00
|£|-
|
|21-12-2020|Sleigh Night Five|£|227.00
|R|£|227.00
|£|-
|14-01-2021|G.Taylor - Garage|£|100.00
|101684|20-01-2021 U|£|-
|£|100.00
|
|21-12-2020|Tesco Collection|£|575.00
|U|£|-
|£|575.00
|14-01-2021|LCIF - Distaster Fund|£|200.00
|101685|12-02-2021 R|£|200.00
|£|-
|
|22-12-2020|Card Reader|£|1.96
|R|£|1.96
|£|-
|21-03-2021|D.Rutter Peace Poster Kits|£|59.90
|101686|23-03-2021 U|£|-
|£|59.90
|
|23-12-2020|Tesco Collection - Card Reader|£|9.84
|U|£|-
|£|9.84
|14-04-2021|Burrowmoor - Outdoor Sign|£|200.00
|BP|14-04-2021 U|£|-
|£|200.00
|
|23-12-2020|Sleight Night Six|£|131.80
|R|£|131.80
|£|-
|09-05-2021|D.Rutter - Spec's postage|£|11.74
|101687|12-05-2021 U|£|-
|£|11.74
|
|05-05-2021|Donation|£|20.00
|U|£|-
|£|20.00
|||||||||||
|23-05-2021|LCIF Quiz - Dparkin|£|10.00
|R|£|10.00
|£|-
|||||||||||
|24-05-2021|AMAZON|£|9.10
|U|£|-
|£|9.10
|||||||||||
|03-06-2021|4 Stalls for St.Peters|£|40.00
|U|£|-
|£|40.00
|||||||||||
|05-06-2021|LCIF Quiz - Bbatrick|£|10.00
|R|£|10.00
|£|-
|||||||||||
|08-06-2021|LCIF Quiz - JWebb|£|10.00
|R|£|10.00
|£|-
|||||||||||
|08-06-2021|LCIF Quiz - Martins/Quince|£|20.00
|R|£|20.00
|£|-
|||||||||||
|08-06-2021|LCIF Quiz - Groome|£|10.00
|R|£|10.00
|£|-
|||||||||||
|11-06-2021|LCIF Quiz - Potter|£|10.00
|R|£|10.00
|£|-
|||||||||||
|16-06-2021|LCIF Quiz - Rutter|£|25.00
|R|£|25.00
|£|-
|||||||||||
|16-06-2021|LCIF Quiz - Jwebb|£|10.00
|R|£|10.00
|£|-
|||||||||||
|17-06-2021|LCIF Quiz - Keane|£|10.00
|R|£|10.00
|£|-
|||||||||||
|18-06-2021|stall for st Peters|£|10.00
|U|£|-
|£|10.00
|||||||||||
|||||||||||balance in hand|£|1,727.99
|||||||
||Total|£|4,734.98
||£|1,142.76
|£|825.92
||total|£|4,734.98
|||£|1,224.00
|£|1,782.99
|