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
| 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
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 Intee5 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 sTA 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