**Trustees' Annual Report for the period From** Period start date **To** Period end date 01 July 2023 30 06 2024 ## Reference and administration details **Charity name** Penzance Lions Club CIO **Other names charity is known by** Lions Club of Penzance **Registered charity number (if any)** 1180216 **Charity's principal address** Queens Hotel Western Promenade Road Penzance **Postcode TR18 4HG** ## **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)**| |---|---|---|---|---| |1|Dave Ring|Regular Member|01 July 2018 -|| |2|Jerry Dawkins|Secretary|01 July 2018 -|| |3|Karen Roebuck|Past Treasurer|01 July 2018 -|| |4|Giane Mortimer|Past President|01 July 2023 -|| |5||||| |6||||| - 7 - 8 - 9 - 10 - 11 - 12 - 13 14 - 15 16 17 18 19 20 **Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole year** 1 March **2012** **TAR** ## **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**||| |||| |||| |||| |||| |**Name of chief executive or names of senior staff members (Optional information)**||| |||| |**Section B**
**Structure, governance and management**
**Description of the charity’s trusts**
Type of governing document
(eg. trust deed, constitution)
Constitution
How the charity is constituted
(eg. trust, association, company)
Association
Trustee selection methods
(eg. appointed by, elected by)
Elected by the Members of the Club||| ## **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. |**Section C**
**Objectives and activities**|**Section C**
**Objectives and activities**| |---|---| |**Summary of the objects of the**
**charity set out in its governing**
**document**|| ||Advancement of good citizenship, promoting the voluntary sector,
promoting volunteering, relief of poverty for those in need, advancement of
health or saving lifes, promoting for the benefit of the public the
conservation of the environment, promoting community participation in
healthy recreation| 2 March **2012** **TAR** During our Charter year of 2023 - 2024, we have been involved in fundraising at local fund-raising events. From our fundraising activities we have given to local and international charities and organisations of need to meet the objectives as outlined in Section C. The fundraising activities have been the Lions tombola/food at drinks at farmers markets as well as monthly bingo and quiz events, also other fundraising activities at a local level. We have given just over £1400 from these activities to the following charities and organisations during the mentioned charter year. MISSISSIPPI APPEAL **Summary of the main activities** ST PIRANS HALL **undertaken for the public** GOLDSITHNEY ART CLUB **benefit in relation to these** PENGARTH DAY CENTRE **objects (include within this** SIGHTSAVERS **section the statutory** HEAMOOR VILLAGE CHRISTMAS TREE APPEAL **declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** ## **Additional details of objectives and activities (Optional information)** The Lions Club International (LCI) has many clubs worldwide working locally and internationally to meet its objectives. Penzance Lions Club is a club that supports the local community and surrounding areas You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. 3 March **2012** **TAR** Section D Achievements and performance **Summary of the main achievements of the charity during the year** As a small local charity, we are proud that through the clubs members limited fundraising activities they have been able to meet their objectives by giving charity donations to a great number of local and international charities and organisations of need as outlined in Section C 4 March **2012** **TAR** **Section E** **Financial review** We have managed our financial reserves and have separated out the **Brief statement of the** administration and fundraising/charity accounts to ensure we have **charity’s policy on reserves** enough reserves for the charity to run effectively **Details of any funds materially** N/A **in deficit** ## **Further financial review details (Optional information)** You **may choose** to 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** K Roebuc� **Signature(s)** Jerry Dawkins Karen Roebuck **Full name(s)** Jerry Dawkins **Position (eg Secretary, Chair, etc)** Secretary Past Teasurer **Date** 04 October 2024 March **2012** **TAR** 5 Penzance Lions Club CIO (Registered Charity Number 1180216) Receipts & Payments Account Year ended 30 June 2024 A W ACCOUNTAIITS TREVENSON HOUSE CHURCH ROAD ORNWALL TRIS 3PT Penzance Lions Club CIO {Registered Charity Number 1180216) Receipts & Payments Account for the year ended 30 June 2024 Charlty Accounts 8ank balances l Jul 2023 Fundraising account Charity account 5.240 6.304 Activi in the ar Fundraisin8 Expenses of fundraising 1.192 2.268 1,281 Donations Isee list) Excess of income over expendiutre Funds at 30 June 2024 987 7,291 Held in bank at 30 June 2024 Fundrai5inB account Charily accounr (closed in yearl 7,291 7,291 Administration Account Bank balance l July 2023 Recei sinthe ear Due5 Raffles Charter 647 1.148 530 1.208 rnenls in the ear Dues Charrer Donations Expenses 1.177 2(K) 2,908 Excess of expenditure over income 8ank balance 30June 2024 625 Total charity bank balances at 30June 2024 7.916 Independent A¢¢rwntant's Rep)rt to the Mernl>er50fthe PenEabKe LMYtsClubao We have exam1ned the above receipts and paymenis account in cgn&unction with the b￿kS and records of the organi5ation for the year ended 3ffth June 2024. We confirm that the account agree5 With those unde￿ving records. and in ouropinion adequate accounting records have been kept. We have carrie(l out an audrt. AW Accountants Chartered Accountants Trevenson House Church Road Pool, Redruth TR15 3PT 23rd August 2024 Penzance Lions Club CIO (Register Charity Number 1180216) Receipts & Payrnents Account for the year ended 30 June 2024 Schedule of donations Donation MisS15sippi Apeal. Sightsavers and Libra Donation to St. Pirans Hall for paint Donation to St. Pirans Hall for 13bles Donation to Art Club Goldsithney Donation to Pengarth Day Centre Donation- He3mtsor comrnunity tree Donation Penhaligan Friends 2￿.[￿• 46.30 485.14 31J). 50. 2(KI.￿) 1,481.44 The above list has been extracted frorn the records and has not been verified.