## **Trustees’ Annual Report for the period** **From 1 July 2022 Period start date To 0 June 2023 Period end date** ## **Charity name: Marlborough & District Lions Club** **Charity registration number: 1179576** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|Marlborough & District Lions Club is a
member of the International Association of
Lions Clubs. The objectives of the club
include,
•
The advancement of citizenship by
promoting the principles of good
citizenship
•
The relief of poverty
•
Encouraging members to take an
active interest in the civic, cultural,
social & moral welfare of the
community
•
Provide a forum for the open
discussion of all matters of public
interest providing that partisan
politics and sectarian religion should
not be debated by members
•
Encouraging service-minded people
to serve their community without
personal reward and encouraging the
promotion of high ethical standards in
commerce, industry, professions
public works & private endeavours.
•
Supporting youth to develop their
skills, capacities and capabilities to
enable them to participate in society
as mature and responsible
individuals.
•
Promoting the Voluntary Sector for
the public benefit by associating with
local authorities in a common effort to
advance education and provide
facilities in the interests of social
welfare for recreation or other leisure
time occupation.
•
To improve the conditions of life of
people in local, national and
internationalcommunities| |||•
Promote volunteering
•
The relief of poverty and the relief of
those in need, in particular by
providing humanitarian aid and
disaster relief
•
The advancement of health or the
saving of lives by preventing
avoidable blindness, assisting
disabled people to lead independent
lives, assisting disabled people to
lead independent lives or helping to
prevent or manage a health issue.
•
Promoting for the benefit of the public
the conservation, protection and
improvement of the physical and
natural environment, and promoting
community participation in healthy
recreation.| |---|---|---| |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|This year the Club has been involved in a
number of fundraising activities.
From March onwards it has held a breakfast
bar at a local Car Boot Sale, serving bacon
sausages and burgers, plus drinks for
visitors to the car boot. It has also been a
good way of raising our profile within the
community.
It has also held an Easter cake stall, with
free eggs for Children on Easter Sunday.
In April & May, with the support of Forestry
England, we were able to facilitate people
with or without their cars to visit a local
Bluebell Wood, most of which is not normally
open to the public. A request for donations is
made at the gate.
A stand at a local show in June with a
Tombola was another fundraising activity.
In November we supported the Marlborough
Community by providing Father Christmas
and his sleigh and drove the Mayor through
the centre of Marlborough at the annual
Christmas light switch-on
We also supported the local cinema in
December at their Christmas Fair.
Father Christmas and his sleigh was also
driven around the town, with a static float in
Marlborough High Street and supermarkets
in the area, bringing joy to families and
raising funds throughout December.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The Trustees have paid regard to the Charity
Commission’s guidance on public benefit in
dealing with the objectives and activities of
the club.
The Club is governed by its CIO Constitution
and by the Constitutions and By-Laws of
Lions Clubs International as revised from
time to time. The Trustees are appointed in
accordance with Charity Law and they have
overall responsibility to ensure that the Club
operates in accordance with Charity law and
the club’s CIO document. All business of the
club is carried out on a monthly basis and is
attended and overseen by the Trustees.
The club relies on fundraising events and
occasional donations from the public to carry
out its work. All administrative expenses of
the club are met from subscriptions paid by
its members. The work is carried out entirely
by volunteers.
The club works with other local and national
agencies, and with other Lions Clubs, and
Lions Clubs international to achieve its
objectives.| |---|---|---| ## **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|This year, we have raised £6,284 through
our fundraising efforts and distributed £5,420
We have been supporting a number of
individuals, families and children in the
Marlborough & District area. Examples of
this are:
•
Donation to a group in Pewsey for a
canal trip for the elderly.
•
Provided a large size push chair for a
child with Autism
•
A single bed for a child living with a
disadvantaged family
•
Carpets and flooring for a number of
families who have moved into social
housing (where the policy is for
carpets are removed at each change
of tenant).
•
A mobility scooter to improve the life
of someone with a disability.
•
Paid for a carer for a child with
learning & physical difficulties.
•
Christmas and Mother’s day gifts for
parents on low incomes on behalf of
their children.
•
We have funded a defibrillator at a
local church.
We have also donated to the Mayor of
Marlborough Charities following the
Christmas Light Switch-on and Lions
International Relief funds for Eye Camps and
Water Aid and disaster relief.
We have provided “message in a bottle”
bottles to the elderly who store medication
details in a bottle in their fridge. This is used
by paramedics in an emergency.
We have collected glasses from a local
optician and other locations and sent them
for recycling.| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|The club has managed its finances to end
the year with a good balance, up from last
year, with closing balance of £8,956
We donated £5,420, against an income of
£6,284. This has shown that in a difficult
year we are still able to provide help and
support, and balance the books.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The club does not keep a reserve so that if
the need is there we will work to provide
support.| |Amount of reservesheld|Para 1.22|£0.00| |Reasons for holding zero
reserves|Para 1.22|N/A| |Details of fund materially in
deficit|Para 1.24|£0.00| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|In the current climate the club has performed
well in being able to provide support for
those in need and support, together with
various event and fund raising activities, will
enable the club to continue for the
foreseeable future.| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document|Para 1.25|Marlborough & District Lions Constitution
adopted 16thAugust 2018| |How is the charity
constituted?|Para 1.25|The Club is a Charitable Incorporated
Organisation registered with the Charity
Commission of England and Wales.| |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|The Trustees are appointed by an election to
post by members of the Marlborough &
District Lions Club.| ## **Reference and Administrative details** |Charity name|Marlborough & District Lions Club| |---|---| |Other name the charity uses|| |Registered charitynumber|**1179576**| |Charity’s principal address|17 Kerrs Way
Wroughton
Swindon
SN4 9EJ| |**Trustee name**|**Office (if any)**|**Dates acted if not for**
**whole year**|**Name of person (or**
**body) entitled to**
**appoint trustee(if any)**| |---|---|---|---| |Richard Yates|President||| |Stephen Astwood|Treasurer||| |Jane Carter|Vice President||| |John Edmunds|Welfare||| |Karen Collie|Secretary||| |Jane Carter|Welfare||| ||||| ||||| ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** |**Signed** **on behalf of the**|**charity’s trustees**|| |---|---|---| |**Signature(s)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|_S.Astwood_.|| ||Stephen Astwood|Karen Collie| ||
Treasurer|Secretary| ||11/01/2024|| ||11/01/2024|| Marlborough and District Lions Club ## **Charity Account July 2022 to June 2023 Year Summary Statement** |Description|||Money Out|MoneyIn|MonthlyBalance| |---|---|---|---|---|---| |**Start Acc Balance 1st July 2021**
**£8,091.98**
Deposit: Transfere from Nationwide BS 11/07/2022
£0.00
£35.55
2206-01 BCC Cooker & Microwave
12/07/2022
£150.00
2206-02 BCC Fridge Freezer
12/07/2022
£75.00
2206-03 BCC Installation of Carpet 12/07/2022
£180.00
2206-04 BCC Venue Costs requested
(£540)
12/07/2022
£400.00
2206-05 BCC Carpet for Hall, Stair and L19/07/2022
£470.35
Direct Credit DONR
£12.35
2206-06 BCC Washing Machine WM31 26/07/2022
£130.00
£6,734.53
2205-001 BCC Carpet fitting Jessica
08/08/2022
£70.00
Donation Jand Carter
£50.00
2207-001 LCI Misc
22/08/2022
£1,000.00
2208-001 Carboot Expenses
30/08/2022
£192.39
Bank Deposit Car Boot BBQ
30/08/2022
£135.00
£5,657.14
Direct Credit From Pace Centre
27/09/2022
£380.00
2207-002 BCC Bedworld Factory Shop
03/10/2022
£150.00
2208-003 BCC So To Speak
03/10/2022
£380.00
£5,507.14
On-line Payment : LCI Message in a
Bottle
14/10/2022
£90.00
£5,417.14
Bank Deposit : Christmas Lights
19/12/2022
£407.00
£5,824.14
Deposit: Christmas Lights on
05/12/2022
£119.00
Marlborough town Council Wreath
15/12/2022
£14.44
BBQ & Misc Expenses (RY/LY)
19/12/2022
£206.46
Deposit: Christmas Collection 1
19/12/2022
£223.10
Deposit: Christmas Collection 2
19/12/2022
£850.00
Cheque 100469: Float Storage (JE)
21/12/2022
£84.99
Deposit: Christmas Collection 3
21/12/2022
£312.00
Deposit: Christmas Collection 4
23/12/2022
£729.00
Deposit: Christmas Collection 5
28/12/2022
£467.00
£8,218.35
Direct Credit From Donr LTD
£7.60
Cheque 100470:
£200.00
BACS: Matthew S Richards (Carpet Fitter)
£100.00
BACS Avana Flooring ( Carpet Leaha P )
£252.00
£7,673.95
Direct Credit From Donr LTD
£7.60
£7,681.55
Direct Credit From Donr Ltd
£13.30
£7,694.85
Car Boot Deposit
19/04/2023
£670.00|||||| Charity Number 1179576 Page 1 of 4 ## Marlborough and District Lions Club ## **Charity Account July 2022 to June 2023 Year Summary Statement** |Description|||Money Out|MoneyIn|MonthlyBalance| |---|---|---|---|---|---| |Donation : Push Chair L ascott
24/04/2023
£229.00
Car Boot Expenses
24/04/2023
£246.56
£7,889.29
Mobility Scooter: Payement
09/05/2023
£799.00
Post Office Deposit BBQ
05/06/2023
£686.44
Post Office Deposit Rainscombe Show
05/06/2023
£466.00
£8,242.73
Post Office Depost
19/06/2023
£160.00
Sumup Payments Acc
20/06/2023
£56.04
Transfer from Marlborough & Distr
20/06/2023
£497.82
Correction for Bank Account change
£0.00
£0.00|||||| |Description|||Money Out|MoneyIn|Balance| |**Totals for Month**
**£5,420.19**
**£6,284.80**
£8,956.59
**Acc Balance on 1st July 2023**
**£8,956.59**
**Year Totals**
£5,420.19
£6,284.80
£8,956.59|||||| Charity Number 1179576 Page 2 of 4 Marlborough and District Lions Club Charity Number 1179576 Page 3 of 4 Marlborough and District Lions Club Charity Number 1179576 Page 4 of 4