Section C: Notes to the accounts Trustees’ annual report for the period
Period start date 1-7-2020 Period end date 30-062021 Charity name Fishguard & Goodwick LIons Club Charity No 1179722 (if any)
Objectives and Activities
| SORP reference |
||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | RAISING MONEY FOR GOOD CAUSES |
| Summary of the main activities in relation to those purposes for the public beneft, in particular, the activities, projects or services identifed in the accounts. |
Para 1.17 and 1.19 |
The Club raises funds by holding sales of donated items by stalls, car boot sales etc. |
| Statement confrming whether the trustees have had regard to the guidance issued by the Charity Commission onpublic beneft |
Para 1.18 | Yes |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | Applications must be recieved in writing |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers | Para 1.38 | HELPING ON STALLS |
| Other |
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October 2016
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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 benefciaries and any wider benefts to society as a whole. |
Para 1.20 | dONATIONS MADE TO LOCAL AND NATIONAL CHARITY APPEALS |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Achievements against objectives set | Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
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Financial Review
| SORP reference |
||
|---|---|---|
| Review of the charity’s fnancial position at the end of the period |
Para 1.21 | affected byCovid regulations stagnant |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | nO RESERVES |
| Amount of reserves held | Para 1.22 | n/a |
| Reasons for holding zero reserves | Para 1.22 | reserves not needed NOT REQUIRED |
| Details of fund materially in defcit | Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a goingconcern |
Para 1.23 | N/A |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | SELLING DONATED ITEMS holding events |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | LACK OF MEMBERS |
| Other |
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October 2016
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Structure, Governance and Management
| Description of charity’s trusts: | SORP reference |
|
|---|---|---|
| Type of governing document (trust deed,royal charter) |
Para 1.25 | consitiution |
| How is the charity constituted? (e.gunincorporated association,CIO) |
Para 1.25 | CIO |
| 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 | ELECTED TO POST |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | NONE |
| The charity’s organisational structure and any wider network with which the charityworks |
Para 1.51 | N/A |
| Relationship with any related parties | Para 1.51 | NONE |
| Other |
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October 2016
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Reference and Administrative details
| Charity name | fISHGUARD & gOODWICK lIONS cLUB |
|---|---|
| Other name the charity uses | NONE |
| Registered charity number | 1179722 |
| Charity’s principal address | C/O 4 Garn Fawr Fishguard Pembs |
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|
| Paul mason | president | ||
| gwyneth Evans | treasurer/sec | ||
| glenys Davies | |||
| Lynda Thompson | |||
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October 2016
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Reference and Administrative details (cont)
Corporate trustees – names of the directors at the date the report was approved
Director name n/a
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year |
|
|---|---|---|
| n/a | ||
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October 2016
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Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity |
n/a |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
n/a |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
n/a |
Additional information (optional)
Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| N/A | ||
Name of chief executive or names of senior staff members (Optional information)
N/A
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
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October 2016
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Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) G M Evans Full name(s) Gwyneth Evans Position (eg Secretary, Chair, etc) Secretary Date 3 april 22
Charity Accounts templates – Trustees’ annual report for the period
October 2016
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