## **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