| CHARITY COMMISSION I FOR ENGLAND AND WALES Trustees, Annual Report for the period From 01 Jul 24 Period start date To 30 Jun 25 Period end date Charlty name: Holsworthy & Distrlct Lions Club CIO Charity reglstration number.. 1181049 Objectives and Activities SORP rel•rGe Para 1.17 Summary of Ihe purposes of th8 charity as s8t out in its governing document To Create and Foster a spirlt of understanding among peoples of the world. To promote the prlnclplè of good cltizen8hip. To take an actlve interest In the civlc, cultural, social and moral welfar6 of the communlty. To unlte the clubs In the bonds of frlend8hlpi good fellowship and mutual understandlng. To provide a forum for the open discusslon of all matters of publlc Intero$t,' provlded, howevèr that the partlsan polltlcs and sectarlan religion shall not be debated by the Club members. To encourage servlco minded people to serve the community without per80nal flnancial Yeward and to promoto hlgh elhlcal standards In commerce, Industry, professlons, publlc works and rivate endeavours. A numbèr of donatlons glven to local organisations and charities In¢ludlng Holsworthy Mutual Aid, Holsworthy Scouts, Budo Haven School, and St Peters Fair as woll as mnnlng a number of Local communlty evonts Including Holsworthy Carnival, and an OlderPersons Lunch and a number of Chrlstmas activities. All delivered free of charge to the local communl All Trustees have operated in Ilno wlth tha constitution of the charity. Summary of the main activities in relation lo those purposes for the publi¢ b8nefit, in particular, the activities, projects or seNices identifièd in the accounts. Par• 1.17 wd Statement confimiing whether the trustees have had regard to the guidan issued by the Charity Commission on public benefit P•ra 1.18 Additional Informatlon (optional) You ma choose to indude further statements where relevant about- SORP relwe Para 1.38
Policy on grant making Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Para 1.38 Other Achievements and Performance SORP r&ferenc8 Through the period the charity has supportod a number of events by providing manpower and resources. These events have beon very much community based and include: Holsworthy Carnival St Peters Fair Support to Holsworthy Mutual Aid (Manpower and Financial) Support to Holsworthy Town Council (Including Xmas Lights sotup and takedown. Christmas Tree disposal 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 The Charity has also delivered flnancial support to a number of worthy causes including". Devon AirAmbulance Cornwall Air Ambulanca Holsworthy Mutual Aid Holsworthy Scouts BASICS Additlonal infom)ation (optional) You ma choose to include further statements where relevanl about.. Achievements against objectives set Para 1.41 Perfomiance of fundraising activities a ainst ob'ectives Para 1.41
set Investment performance against objectives P&r8 1.41 other Financial Review Review of the charity's financial position at the end of the period Para t.21 Tho 6xpenditure for the period oxceeds that of income over the period, even so the amount in reserve is at an acceptable level to meet the ne•ds of the charity. Fundraising project5 are continuously ongoing to onsure that the charity has sufficient funds to support its primary purposes and provlde support when re uired. The reserves are held to facilitate club donations and acttvity over periods where fundraising is not in place and to cover unexpected requests for funding from external charities and ood causes. 4530.00 Statement explaining the policy.for holding reserves stating why they are held P4r8 1.22 Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going Gonrn Para 1.22 Para 1.22 Para 1.24 Para 1.23 Additional Information (optlonal) You ma choose to include further statements where relevant about.. The charity's principal sources of funds (including any fundraising) Para 1.47 Investment policy and objectives including any social investment policy adopted Para 1.46 A description of the principal risks facin the charit Para 1.46
Other
Structure, Governance and Management Description of charity's trusts.. Type of gov6rning document How is the charity constituted? Para 1.25 Constitution Para 1.26 cio Trustee selection methods including details of any constitutional provisions e.g. election lo post or name of any person or body entitled to appoint one or more trustees Para 1.25 Club Membership Election Additional information (optional) You ma choose to include further statements where relevant about.. Policies and procedures adopted for the induction and training of trustees P8ra 1.51 The charity's organisalional structure and any wider network with which the charity works Para 1.51 Relationship with any related parties Para 1.51 Other Reference and Administrative details Charil name Other name the chari uses Re istered charit number Charity's principal address Holsworth Lions Club CIO Holsworth & Dislricl Lions Club 1181049 White Hart Hotel 3 Fore Street Holsworthy EX22 6EB
Names of the charity trustees who manage the charity Trustee name Office (If any) Dates act¢d If not for whole èar Chair Name of person lor body) entitled toa oint truste8 Itan Peter Brown Jordan Martin Amy Lethbridge John Cottle Rupert England Trustee Trustee Secretary Treasurer 10 12 13 14 15 16 17 18 19 20 Cor orate trustees- names of the directors at the date the re Dir8Ctor name ortwasa roved Name of trustees holding title to property belonging to the charity Trustee name Dates acted if not for whol ear
Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Nil Namg 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 Additlonal informatlon (optional) Names and addresses of advisers (Optlonal information) Type of Name adviser Addross Name of chlef executive or names of senior staff members (Optional informatlon) Exemptions from disclosure Reason for non-disclosure of ke ersonnel details Other o tional information Nll
Declarations The trustee3 declare Ihat they have approved the trustees, report above. Signed on behalf of the charity's trustoes Signaturels) Full name{s) Positlon (eg Secretary, Chair, etc) Date Rupert England Treasurer Peter Brown 15 Mar26
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