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2022-06-30-accounts

Trustees’ Annual Report for the period

From 30/6/2021 Period start date To 30/6/2022 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
We have successfully launched a
fundraising calendar; had a successful
presence on local markets and fairs as well
as re-launching our Santa Dash. Our
Christmas Grotto remains our main
fundraising activity.
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 The Club remains 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 and identify specific needs
as they become apparent. Whilst much
of the assistance given is financial,
other forms of help are sometimes given
and an example of this can be found in
our Christmas fundraising activities.
Manning a local Christmas grotto not
only raised funds but also gave local
families a brief much needed period of
enjoyment. “Zoom” sessions with
Father Christmas were also provided
(not as part of the fundraising) for
young cancer sufferers.

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

Review of the charity’s Para 1.21 financial position at the end of the period Statement explaining the Para 1.22 policy for holding reserves stating why they are held Amount of reserves held Para 1.22 Reasons for holding zero Para 1.22 reserves Details of fund materially in Para 1.24 deficit Explanation of any Para 1.23 uncertainties about the charity continuing as a going concern

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 Para 1.25 (trust deed, royal charter) How is the charity Para 1.25 constituted? (e.g unincorporated association, CIO) Trustee selection methods Para 1.25 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

Additional information (optional) You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other

Reference and Administrative details

Charity name Romiley and Marple Lions Club
Other name the charity uses
Registered charitynumber 1181500
Charity’s principal address 11 Greave, Romiley, Stockport SK6 4PU

Names of the charity trustees who manage the charity

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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

Name 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

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address
adviser

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

Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the chwtys In￿tee5 Slgnature(s) Full name(s) Position (og Secretary, Chalr, etc) Philip John Daniels Chair Date 12° (ktober 2022

ROMILEY, MARPLE LIONS CLUB CIO CHARITh ACCOUNT 2021-22 INCOME EXPENDITURE CPENING BALANCE 2707.19 100 CLU8 892. 100 CLUB 560 CALENDAR 2734.7 CALENDAR 890 DMR &ROTro 3000.(M) GRorro 100.00 SANTA DASH 1740.(MJ s￿TA DASH 388.24 D¢JNATIONS RECEWED 100dubtrs OTHER EVENTS 1310.68 500.ryj 1703.61 DC*IATThS 733e.33 OTHER EVENTS 884.49 Sundry 135.34 DUES INSURANCE 87.07 DATA PROTECTION 35.00 178.00 BANK INTEREST 2021-22 EXPENDITURE 10239.13 8ALANCE FORWARD 4484,77 TOTAL INCOME £14,723.90 £14,723.90 CERTIFIED AS CORRECT TREASURER VERIFIED PRESIDENT

ROMILEY, MARPLE LIONS CLUB CIO GENERAL ACCOUNT 2021-22 INCOME EXPENDITURE OPENING BALANCE 488.14 CLUB DUES 1980.00 NATlaNAL I INTERNATIChNAL OUES 1331.72 CHARTER INCOME 1400 CHARTER EXPENDrruRE 1414.5 CLUB EXPENSES 0.00 CLUB EXPENSES BANK INTEREST 0.02 DONATIONS 40.00 Sundry 10.55 0.00 Handov8r Vaal 487.5 2021-22 EXPENDrruRE 2814.66 BALANCE FORWARD 159135 TOTAL INCOME £4.406.21 £4,406.21 - TREASURER CERTIFIED AS CORRECT VERIFIED PRESIDENT