## **Trustees’ Annual Report for the period** **From Period start date** 01/07/2021 **to Period end date** 30/06/22 **Charity name:** Truro Lions Club **Charity registration number:** 1179688 ## **Objectives and Activities** **----- Start of picture text -----**
SORP reference
Summary of the Para 1.17 The Trustees shall hold the trust fund
purposes of the charity and its income to apply them for any
as set out in its purpose which is charitable according
governing document to the law of England and Wales
whether for the benefit of any
individual or group of people or for
the benefit of any other organisation
established for charitable purposes
provided always that the Trustees
shall not apply the Trust fund or any
part thereof without first obtaining
the approval of the Lions Club at a
Lions Club Meeting
Summary of the main Para 1.17 and
1.19
activities in relation to
those purposes for the Activities Fund Raising
public benefit, in
particular, the activities, The Trust Fund relies entirely on the
projects or services voluntary fund-raising efforts of the
identified in the members of the Truro Lions Club and
accounts. the Trustees are grateful for their
continued support
Fund raising events include an annual
Charity Golf competition, monthly
second-hand book sales, Christmas
hamper and Easter Egg raffles, and
tombola’s
Service Activities
Truro Lions render community service
in the Truro area and its immediate
surrounds. We organise outings and
events / holidays for individuals and
or groups
We give regular support and
volunteer at the Truro Memory café
Other service activities include
support to both Women’s and Men’s
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Refuges
We also support LCIF (Lions Clubs
International Foundation)
Statement confirming Para 1.18
whether the trustees The President and other Trustees have
have had regard to the had
guidance issued by the regard to the guidance issued by the
Charity Commission on Charity Commission on public benefit
public benefit
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## **Additional information (optional)** You may choose to include further statements where relevant about: SORP reference **----- Start of picture text -----**
SORP reference
Para 1.38 A Grants and Awards committee
Policy on grant making investigate requests and then make
proposals and recommendations to
Club members.
Grants are only awarded with the
approval of a majority of club
members
Truro Lions maintain current accounts
to facilitate the administration of the
Club and the associated fund-raising
activities
There is no investment activity
Members of Truro Lions contribute
their time in support of the Clubs
activities, both fund raising and
service.
There is no requirement for financial
contributions other than personal
choice
Para 1.38
Policy on social
investment including
program related
investment
Para 1.38
Contribution made by
volunteers
Other
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**Achievements and Performance** **----- Start of picture text -----**
SORP reference
The main fund-raising activities are
shown below planned for the club
year 01 July 2021 until 30th June
Summary of the main 2022
Para 1.20
achievements of the
charity, identifying the Monthly sales of second-hand books
difference the charity’s
work has made to the Christmas Hamper Raffle
circumstances of its
beneficiaries and any Easter Egg Raffle
wider benefits to society
as a whole. Crystal Golf Competition
Cuddly Lion raffle events
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
Achievements against Para 1.41
objectives set
Performance of
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
end of the period
Statement explaining Para 1.22 Truro Lions do not maintain any
the policy for holding specific reserve accounts
reserves stating why
they are held The working accounts are managed to
ensure they do not over draw and
that they remain able to meet
demands placed upon them
The equipment account maintains a
sufficient balance to meet ant repair
and replacement expenditure
Amount of reserves held Para 1.22 Nil
Reasons for holding zero Para 1.22
reserves
Details of fund materially Para 1.24
in deficit
Explanation of any Para 1.23
uncertainties about the
charity continuing as a
going concern
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
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
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## **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 CHARITY INCOPORATED ORGANISTION
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Appointment
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
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
The Declaration of trust requires at
Policies and procedures least six trustees, three of who are
adopted for the Para 1.51 appointed to serve for three years, by
induction and training of annual election of one replacement
trustees trustee each year.
The other three are ex officio officers
recommended by the Lions Club of
Truro, who may or may not change
i.e. President, Secretary and Treasurer
All trustees are member s of the Lions
Club of Truro
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** Charity name The Lions Club of Truro **----- Start of picture text -----**
Other name the charity none
uses
Registered charity 1179688
number
Charity’s principal 47 Uplands Crescent
address Truro
Cornwall TR11NE
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## **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 Peter Read President
2 Mick Pawlak Treasurer
3 Geoff Kaye Secretary
4 Ian Pullen Trustee
5 Lesley Clarke Trustee
6 Ken Hart Trustee
7 Chris Yexley Trustee
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 **----- Start of picture text -----**
Trustee name Dates acted if not for
whole year
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**Funds held as custodian trustees on behalf of others** Description of the assets held in this capacity 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)** G Kaye **Full name(s)** Geoff Kaye **Position (eg** Secretary & Trustee **Secretary, Chair, etc)** **Date** 28/04/2023 CHARITY COMMISSION Ioli ENGLAND ANO WALES Receipts and payments accounts Fty th• p•r40d To l-JL￿1 Section A Receipts and ments UnrE5tri¢ted R05tr•¢i¢d tunds EndoS￿nerrt fvnd8 Totsl funds A1 R•c• 1319 25B 3.717 11592 lJ70 1,1114 11692 3,37U Crrt4 e&. Ea*1& E 1106 11C Sub tota1(Grt￿ in0￿0 fiJrARJ A2Asxi •nd IDy•Wbm￿ salo sale of tr•ObÈr 7C*) Sub loi• t¢rn*LYq. DLW# Brd I'i¥J4Y.w rxprn 1.116 1.$53 10J 1J16 185 (x6TcnxA 791 791 Sub tot PUTrhws Isèe tsbknl Sub totsl 375 AG Cash IL•ids last year end Cash funds Ihts yw •nd 375 Section B Statement of assets and liabilities at the end of the period Unre8triCtgd fund8 Restrlctsa fund3 C• B1 Cmh funds CCXX R1 acyx*Jnts1SS) 26104f2023 CHARITY COMMISSIO FOR ENGLAND ANO WALE Ind•p•nd•nt •xamin•fs T•PDrt on th• a¢¢ounts r*ary)CIo 1179 6? thr 14515Kbl LllhE Ad •¥YI: ATr r+Jhl.: Trr.rrt l•ry*l