Trustees’ Annual Report for the period
From 30/6/2022 Period start date To 30/6/2023 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 produced a fundraising calendar for the second year; had a successful presence on local markets and fairs as well as running our Santa Dash. Our Christmas Grotto remains our main fundraising activity. We now have a woman President which we are very proud about. |
| 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
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | |
| Amount of reserves held | Para 1.22 | |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
| Additional information (optional) You may choose to include further statements |
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 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 | |
| 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)
| 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
Declarations The trustees declare that they havo approved the trustees. report above. Signed on behalf of the charitys trustees Slgnature(s) Full namels) Positlon (eg Secretsry. Chair, etc) Philip John Daniels Chair Date 14" Novemter 2023
ROMILEY, MARPLE LIONS CLUB CIO GENERAL ACCOUNT 2022-23 INCOME EXPENDITURE OPENING BALANCE 1591.55 CLUBDUES 720.00 NATIONAL I INTERNATIONAL DUES 2005.72 SOCIAL INCOME 3318.35 SOCIAL EXPENDITURE 3056.3 CLUB EXPENSES CLUB EXPENSES 126.69 BANK INTEREST 13.78 DONATrONS 260.00 Sundry , 48.76 2022-23 EXPENDITURE 5237.47 BALANCE FORWARD 666.21 TOTAL INCOME £5,903.68 £5,903.68 TREASURER CERTIFIED AS CORRECT VERIFIED PRESIDENT