Trustees’ Annual Report for the period
From 30/6/2020 Period start date To 30/6/2021 Period end date
Charity name: Romiley and Marple Lions Club
Charity registration number: Charity number: 1181500
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To empower volunteers to serve their communities, meet humanitarian needs, encourage peace and promote international understanding through Lions Clubs |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Limited fundraising opportunities due to Covid 19 but club has been successful on several fronts. Several good local causes have been supported and we continued this with a very successful Christmas effort from a socially distanced Grotto |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees confirm they have due regard to the Guidance issued by the Charity Commission on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers
Other
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 beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Due to Covid 19, the Club has become involved with various local foodbanks and other groups assisting needy families in the area. Whilst responding to individual requests, the Club has also continued to monitor the situation in the local community, identifying specific needs as they become apparent. Whilst much of the assistance given is financial, other forms of help are sometimes given, perhaps even helping with gardening and painting projects. |
Additional information (optional) You may choose to include further statements where relevant about:
| 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 |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Club has maintained local activities and turned over almost £10,800 despite severe limitations on fundraising activities. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We hold some reserves in case of urgent local requests or international emergencies. |
| Amount of reserves held | Para 1.22 | Approx £2,000 |
| Reasons for holding zero reserves |
Para 1.22 | n/a |
| Details of fund materially in deficit |
Para 1.24 | n/a |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Maintaining our activities despite the ongoing national situation. We have recruited 4 new members – they have inspired new activities including a fund raising calendar and re-branding and marketing and the results of this will show in next year’s report |
Additional information (optional) You may 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 facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Chartered under the jurisdiction of The International Association of Lions Clubs |
| How is the charity constituted? (e.g unincorporated 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 | Trustees are volunteers from the Club Membership – approved by Club members |
Additional information (optional) You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
| The charity’s organisational 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
| Charity name | Romiley and Marple Lions Club |
|---|---|
| Other name the charity uses | Romiley and Marple District Lions Club |
| Registered charitynumber | 1181500 |
| Charity’s principal address | 11 Greave, Romiley, Stockport SK6 4PU |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| PhilipDaniels | Chairman | |||
| William Spencer | Director | |||
| Terence Harding | Director | |||
| Michael Evanson | Finance Director | |||
– 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
Trustee name Dates acted if not for whole year
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 |
||
| 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
Declaratlons The trustoes dKlare that they have approvod the truste&s' rnport above. Slgned on behalf of the charitys trustees Signature(s> Full name(s> P0Son (eg Secretary. Chalr, etc) Philip John Daniels Chair Date 3 January 2022
ROMtLEY Al MARPLE LIONS CLUB CHARrrY ACCOUNT 2020-21 COME EXPENDITURE Forward 2610.60 Carnivab et Prizes et 100 Club 766.00 100 Club 400.00 Bonfire Bonfire Easter Eggs Easter Eggs Grotto O)MR) 2951.00 Grotto Exp. Sants Dash Santa Dash Blf with Santa DISL Dues nsuranee) Sundry 55,45 190.40 Wishing Well Sundry 70.01 Donations 4830.57 Donations 1786.00 Forward 2707.19 £ 8183.61 £ 8183.61 Certlfied correeL'.