## **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
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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> P0S￿on (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'.