Trustees' Annual Report for the period From Period start date T Period end date 01 July 2024 o 30 June 2025
Section A Reference and administration details
Charity name Other names charity is known by
Penzance Lions Club CIO Lions Club of Penzance
Registered charity number (if any) 1180216
Charity's principal address The Queens Hotel Western Promenade Road Penzance Postcode TR18 4HG
Names of the charity trustees who manage the charity
Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any) 1 Giane Mortimer President Elect 1 July 20252 Jerry Dawkins Past President /Secretary 1 July 2018 - 3 Karen Roebuck 1 July 2018 - 4 Dave Ring Past President July 2019 - 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
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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
Constitution
Type of governing document (eg. trust deed, constitution) Association How the charity is constituted (eg. trust, association, company) Elected by the Members of the Club Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
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 lives, promoting for the benefit of the public the conservation of the environment, promoting community participation in healthy recreation.
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During our Charter year of 2024-2025 we have been involved in fundraising at local fund-raising events after coming out of a period of limited fundraising due to the pandemic. From our limited fundraising activities at these events, we have given to local & international charities and organisations of need to meet the objectives outlined in Section C. The fundraising activities have been Lions tombola’s/food and drink at farmers markets as well as monthly quiz nights and other fundraising activities at local events. We have given just over £2524 money from these activities to the following charities and organisations during 2024 & 2025
.
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
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Ronnie Richards Memorial Fund
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Youth Brass Band
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Ludgvan School
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LCIS, Flooding in Spain
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Pengarth Day Centre
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Prostate Project
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Carleen Village Hall
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St Pirans Hall
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Ludgvan Lions
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:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
As a small local charity during these post pandemics, we are proud that through the club’s 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.
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Section E Financial review
We have managed our financial reserves and have separated out the Brief statement of the administration, fundraising/charity accounts to ensure we have enough charity’s policy on reserves 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:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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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) Dave Ring Full name(s) Jeremy Dawkins Position (eg Secretary, Chair, etc) Past President/Secretary Past President Date 14 December 2025
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Penzance Lions Club CIO (Registered Charity Number 1180216)
Receipts & Payments Account
Year ended 30 June 2025
A W ACCOUNTANTS TREVENSON HOUSE CHURCH ROAD POOL CORNWALL TR15 3PT
Penzance Lions Club CIO (Registered Charity Number 1180216) Receipts & Payments Account for the year ended 30 June 2025
Charity Accounts
| Bank balances 1 July 2024 Fundraising account Activity in the year Fundraising Expenses of fundraising Professional fees Donations (see list) Excess of income over expendiutre Funds at 30 June 2025 Administration Account Bank balance 1 July 2024 Receipts in the year Dues Transfers Raffles Charter Payments in the year Dues Charter Expenses Excess of expenditure over income Bank balance 30 June 2025 Total charity bank balances at 30 June 2025 |
4,104 2,574 1,530 120 2,524 563 400 1,005 704 2,672 864 967 441 2,272 |
7,291 7,291 (1,114) 6,177 625 400 1,025 7,202 |
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Independent Accountant's Report to the Members of the Penzance Lions Club CIO
We have examined the above receipts and payments account in conjunction with the books and records of the organisation for the year ended 30th June 2025.
We confirm that the account agrees with those underlying records, and in our opinion adequate accounting records have been kept. We have not carried out an audit.
AW Accountants
AW Accountants Chartered Accountants Trevenson House Church Road Pool, Redruth TR15 3PT 18th November 2025
Penzance Lions Club CIO (Register Charity Number 1180216)
Receipts & Payments Account for the year ended 30 June 2025
Schedule of donations
| Ronnie Richards Memorial Fund Ludgvan School Youth Brass Band LCIS - Flodding in Spain Pengarth Day Centre Prostate Project Carleen Village Hall St Piran's Hall Ludgvan Lions |
924.00 500.00 50.00 100.00 300.00 50.00 200.00 300.00 100.00 2,524.00 |
|---|---|
The above list has been extracted from the records and has not been verified.
| Penzance Lions | Penzance Lions | Club Admin | Account Year ending 30th June 2025 | Account Year ending 30th June 2025 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Income | Expenditure | |||||||||||
| Raffles & | ||||||||||||
| Date | Description | Amount | Transfers | Dues | Socials | Charter | Date | Description | Amount | Dues | Expenses | Charter |
| 01.07.24 | Balance brought forward | 624.53 | ||||||||||
| 22.07.24 | Transfer to correct donation | 200.00 | 200.00 | 22.07.24 | Lions Club Dues July | 436.99 | 436.99 | |||||
| 31.07.24 | St Austall Lions J&G Mathers Charter payment | 64.00 | 64.00 | 23.07.24 | Queens Hotel function room hire | 30.00 | 30.00 | |||||
| 05.08.24 | Lion Keith Sturdy annual dues | 75.00 | 75.00 | 12.09.24 | 10 month meeting room hire @Queens Hotel | 100.00 | 100.00 | |||||
| 12.08.24 | Newquay Lions Baize 2 attendees | 64.00 | 64.00 | 03.10.24 | Refund J Dawkins 3 x Flowers for Charter night | 21.70 | 21.70 | |||||
| 12.09.24 | Newquay Lions B May x 2 attendees | 64.00 | 64.00 | 04.10.24 | Charter Table Programmes | 25.00 | 25.00 | |||||
| 12.09.24 | Hayle Lions Girling x 2 attendees | 64.00 | 64.00 | 05.10.24 | Refund J Dawkins Printer Ink for Charter night | 21.79 | 21.79 | |||||
| 16.09.24 | Payment in from Charity Account wrongly deposited | 200.00 | 200.00 | 05.10.24 | Charter Night payment | 810.55 | 810.55 | |||||
| 16.09.24 | Truro Lions Kalis x 2 attendees | 64.00 | 64.00 | 05.10.24 | Refund J Dawkins, Charter decorations | 7.74 | 7.74 | |||||
| 23.09.24 | Lion J Dawkins x 3 attendees | 96.00 | 96.00 | 12.10.24 | Supplies for Farmers Market Admin event | 17.15 | 17.15 | |||||
| 26.09.24 | Lion G Mortimer x 2 attendees | 64.00 | 64.00 | 16.10.24 | Refund G Mortimer Balloons for Charter | 7.74 | 7.74 | |||||
| 27.09.24 | Lion J Hulme 1 attendee | 32.00 | 32.00 | 04.12.24 | New member kit | 4.50 | 4.50 | |||||
| 30.09.24 | Lions L Williams x 2 attendees | 64.00 | 64.00 | 04.12.24 | Refund J Dawkins Place cards for Charter | 21.50 | 21.50 | |||||
| 05.10.24 | Charter raffle, Heads/Tails & Speech Timing | 227.00 | 227.00 | 09.01.25 | Lions Club Dues December | 225.00 | 225.00 | |||||
| 05.10.24 | Lion D Ring x 2 attendees - Cash Payment | 64.00 | 64.00 | 09.01.25 | Gift - orchid for GM partner | 16.00 | 16.00 | |||||
| 07.10.24 | Lion Roebuck x 1 attendee | 32.00 | 32.00 | 10.01.25 | Lions Club Dues new member | 37.89 | 37.89 | |||||
| 10.10.24 | Lion Roebuck x 1 attendee | 32.00 | 32.00 | 28.01.25 | Gift - flowers for L Ring | 45.97 | 45.97 | |||||
| 13.10.24 | Farmers Market published Admin Event | 197.26 | 197.26 | 06.03.25 | Refund J Dawkins - Newquay Charter | 27.50 | 27.50 | |||||
| 09.12.24 | 60/40 monies | 100.00 | 100.00 | 06.03.25 | Refund J Dawkins - Truro Charter | 38.00 | 38.00 | |||||
| 14.12.24 | Xmas Social Party ticket sales | 100.00 | 100.00 | 21.03.25 | Lions Club International Dues | 164.21 | 164.21 | |||||
| 14.12.24 | Xmas Social Raffle | 45.00 | 45.00 | 17.04.25 | Direct debit Data Protection registration | 47.00 | 47.00 | |||||
| 13.01.25 | Lion Keith Sturdy annual dues | 37.50 | 37.50 | 10.05.25 | Payment PAT testing at St Pirans Hall | 9.80 | 9.80 | |||||
| 13.01.25 | J Hulme 60/40 Monies | 12.00 | 12.00 | 02.06.25 | Refund J Dawkins - gift flowers for Della | 55.00 | 55.00 | |||||
| 10.03.25 | Meeting Tailtwister Fines | 20.00 | 20.00 | 16.06.25 | Room booking Queens Hotel | 60.00 | 60.00 | |||||
| 29.03.25 | Social Night Raffle | 40.00 | 40.00 | 16.06.25 | Refund G Mortimer Camborne Charter | 28.50 | 28.50 | |||||
| 19.04.25 | Social Easter Egg Auction | 84.00 | 84.00 | 18.06.25 | Refund G Mortimer Gift for rosettes | 12.00 | 12.00 | |||||
| 10.05.25 | 60/40 monies | 68.00 | 68.00 | |||||||||
| 10.05.25 | Social Night Raffle and Heads & Tails | 58.00 | 58.00 | |||||||||
| 28.06.25 | Change over night Raffle | 54.00 | 54.00 | |||||||||
| 30.06.25 | Subs J Hulme | 75.00 | 75.00 | |||||||||
| 30.06.25 | Subs G Mortimer | 75.00 | 75.00 | |||||||||
| 30.06.25 | Subs D Ring | 75.00 | 75.00 | |||||||||
| 30.06.25 | Subs J Dawkins | 75.00 | 75.00 | |||||||||
| 30.06.25 | Subs G Dawkins | 75.00 | 75.00 | |||||||||
| 30.06.25 | Subs L Williams | 75.00 | 75.00 |
TOTAL 3,296.29 400.00 562.50 1,005.26 704.00 TOTAL 2,271.53 864.09 440.91 966.53 Balance carried forward 1,024.76
| Date Description Amount Fundraising Date Description 01.07.24 Brought Forward 7,291.73 01.07.24 Farmers Market 122.00 122.00 22.07.24 Transfer 16.07.24 Bingo 58.00 58.00 23.07.24 Farmers Market 24.07.24 Donation - St. Piran's Hall 73.00 73.00 24.07.24 Donation - Ronnie Richards Memorial Fund 26.07.24 Quiz Night 81.00 81.00 24.07.24 Quiz Night 03.08.24 Goldsithney Charter Fair 445.50 445.50 28.07.24 Tombola 13.08.24 Donation - St. Piran's Hall 101.00 101.00 07.08.24 Farmers Market 23.08.24 Quiz Night 78.00 78.00 10.08.24 Farmers Market 24.08.24 Book sale 21.50 21.50 11.08.24 Tombola 27.08.24 Bingo 48.00 48.00 18.08.24 Farmers Market 08.09.24 Farmers Market 77.00 77.00 27.08.24 Bingo 29.09.24 Book sale 18.20 18.20 05.09.24 Farmers Market 01.10.24 Bingo 55.00 55.00 09.09.24 Farmers Market 10.10.24 Donation - St. Piran's Hall 63.00 63.00 09.09.24 A W Accountants 05.11.24 Bingo 70.00 70.00 11.09.24 Charter Night 10.11.24 Farmers Market 116.10 116.10 16.09.24 Transfer 11.11.24 Donation - St. Piran's Hall 107.50 107.50 25.09.24 Popper Wallets 22.11.24 Quiz Night 99.00 99.00 01.10.24 Bingo 08.12.24 Village Market 74.50 74.50 08.11.24 Tombola 08.12.24 Tombola 62.00 62.00 02.12.24 Smarty Sim 08.12.24 Bingo 81.00 81.00 04.12.24 Village Market 13.12.24 Quiz Night 77.00 77.00 04.12.24 Bingo 09.01.25 Donation - St. Piran's Hall 174.00 174.00 04.12.24 Donation - Ludgvan School 09.01.25 Bingo 42.00 42.00 04.12.24 Village Market 04.02.25 Bingo 65.00 65.00 04.12.24 Cash Float 09.02.25 Bucket and Books Donation 15.39 15.39 16.12.24 Quiz Night 09.02.25 Tombola 50.00 50.00 16.12.24 Bingo 21.02.25 Food 69.00 69.00 16.12.24 Village Market 21.02.25 Quiz Night 63.00 63.00 16.12.24 Donation - Youth Brass Band 04.03.25 Bingo 97.50 97.50 16.12.24 Donation LCIS - Flooding in Spain 09.03.25 Tombola 38.00 38.00 17.12.24 Postage 09.03.25 Village Market 64.50 64.50 27.12.24 Donation - Pengarth Day Centre 10.03.25 Donation - St. Piran's Hall 113.00 113.00 06.01.25 Smarty Sim 10.03.25 Donation - St. Piran's Hall 113.00 113.00 08.01.25 Donation - Prostate Project 21.03.25 Quiz Night 71.00 71.00 09.01.25 Party Accessories 08.04.25 Bingo 97.00 97.00 11.01.25 Party Accessories 13.04.25 Tombola 41.00 41.00 13.01.25 Cash Float 13.04.25 Village Market 58.00 58.00 20.01.25 Pinboard fro St Piran's Hall 25.04.25 Quiz Night 56.00 56.00 25.01.25 Cardnet Machine 27.04.25 Bucket Donations - VE Day event 180.00 180.00 03.02.25 Tombola 27.04.25 Donation - St. Piran's Hall 117.00 117.00 04.02.25 Smarty Sim 11.05.25 Tombola 38.00 38.00 09.02.25 Bingo 11.05.25 Village Market 56.00 56.00 09.02.25 Village Market 13.05.25 Bingo 103.00 103.00 20.02.25 Quiz Night 30.05.25 Quiz Night 100.00 100.00 04.03.25 Smarty Sim 09.06.25 Donation - St. Piran's Hall 108.50 108.50 06.03.25 Bingo 17.06.25 Bingo 121.00 121.00 06.03.25 Pinboard fro St Piran's Hall 27.06.25 Quiz Night 125.00 125.00 - 08.03.25 Village Market 08.03.25 Village Market 09.03.24 Village Market 21.03.25 Donation - Carleen Village Hall 25.03.25 Village Market 26.03.25 VE80 CelebrationTea Party 31.03.25 Donation - St Piran's Hall 04.04.25 Smarty Sim 07.04.25 Bingo 27.04.25 Village Market 27.04.25 VE Celebration Event 27.04.25 VE Celebration Event 27.04.25 VE Celebration Event 27.04.25 VE Celebration Event 27.04.25 VE Celebration Event 27.04.25 VE Celebration Event 27.04.25 VE Celebration Event 06.05.25 Smarty Sim 11.05.25 Village Market 13.05.25 Bingo 28.05.25 Raffle Prizes 28.05.25 Wooden Spoons 18.06.25 Bingo 04.06.25 Smarty Sim 25.06.25 Donation - Ludgvan Lions 25.06.25 Coffee Machine and Tea Pots 11,395.92 4,104.19 - Balance carried forward Outstanding bankings Per Bank statement Penzance Lions Charity/Fundraising Account year ending June 30th 2025 Income Expenditure |
Costs of Amount Fundraising Transfers Donations Accountancy 200.00 200.00 31.69 31.69 924.00 924.00 107.50 107.50 61.41 61.41 54.43 54.43 2.65 2.65 20.89 20.89 12.45 12.45 8.14 8.14 45.91 45.91 24.45 24.45 120.00 120.00 60.63 60.63 200.00 200.00 6.99 6.99 7.40 7.40 12.60 12.60 5.00 5.00 65.09 65.09 11.20 11.20 500.00 500.00 29.94 29.94 40.00 40.00 16.56 16.56 15.10 15.10 49.85 49.85 50.00 50.00 100.00 100.00 3.30 3.30 300.00 300.00 5.00 5.00 50.00 50.00 18.49 18.49 186.95 186.95 30.00 30.00 100.00 100.00 49.00 49.00 30.87 30.87 5.00 5.00 11.85 11.85 15.60 15.60 43.89 43.89 5.00 5.00 8.92 8.92 5.56 5.56 24.74 24.74 9.98 9.98 16.99 16.99 200.00 200.00 5.00 5.00 90.77 90.77 300.00 300.00 5.00 5.00 12.62 12.62 15.30 15.30 3.50 3.50 18.21 18.21 144.86 144.86 25.89 25.89 20.00 20.00 12.99 12.99 80.00 80.00 5.00 5.00 46.99 46.99 11.25 11.25 43.18 43.18 6.00 6.00 11.41 11.41 5.00 5.00 100.00 100.00 350.85 350.85 5,218.84 2,174.84 400.00 2,524.00 120.00 6,177.08 295.00 5,882.08 |
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The majority of costs outlaid are reimbursements to J Dawkins and G Mortimer for costs met personally on behalf of the charity.