
## **Trustees’ Annual Report for the period** 

## **From  30/6/2024 Period start date   To   30/6/2025     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<br>the charity as set out in its<br>governing document|Para 1.17|To empower volunteers to serve their<br>communities, meet humanitarian needs,<br>encourage peace and promote<br>international understanding through Lions<br>Clubs|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|We have successfully produced a<br>fundraising calendar for the fourth year; had<br>a reduced presence on local markets and<br>fairs due to ageing and falling membership.<br>External factors meant the cancellation of<br>our Santa Dash. Our Christmas Grotto<br>remains our main fundraising activity.|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The Trustees confirm they have due regard<br>to the Guidance issued by the Charity<br>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<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**The Club remains involved with various**<br>**local foodbanks and other groups**<br>**assisting needy families in the area.**<br>**Whilst responding to individual charity**<br>**requests, the Club has also continued to**<br>**monitor the situation in the local**<br>**community and identify specific needs**<br>**as they become apparent. Whilst much**<br>**of the assistance given is financial,**<br>**other forms of help are sometimes given**<br>**and an example of this can be found in**<br>**our Christmas fundraising activities.**<br>**Manning a local Christmas grotto not**<br>**only raised funds but also gave local**<br>**families a brief much needed period of**<br>**enjoyment. “Zoom” sessions with**<br>**Father Christmas were also provided**<br>**(not as part of the fundraising) for**<br>**young cancer sufferers and have done**<br>**this every year since the pandemic.**|



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

|Achievements against<br>objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

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



|**Additional information (optional)**<br>You may choose to include further statements|**Additional information (optional)**<br>You may choose to include further statements|where relevant about:|
|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47||
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>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<br>adopted for the induction<br>and training of trustees|Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>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<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (if any)**|
|---|---|---|---|---|
||PhilipDaniels|Chairman|||
||William Spencer|Director|||
||Terence Harding|Director|||
||Michael Evanson|Finance Director|||
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– 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**<br>**adviser**<br>**Name**<br>**Address**|||
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|**Name of chief executive or names of senior staff members (Optional information)**|||
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## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

## **Other optional information** 



Declarations
Thè trustees dectare that thoy have approved the trustees. report above.
Signed on behalf of the charl￿S trustoes
Signaturels)
Full name(s)
Position (eg Secretary.
Chair. etc)
Philip John Daniels
Chair
Date
11th September 2025

ROMILEY. MARPLE LIONS CLUB CIO
20W25
CHARITY AccouKr
INCOME
2024125 2023r24 EXPENDITURE
2024126 2023124
100 CLUB
.00 1174.00 1(KJ CLUB
930.00
780.00
CALENDAR
1618.lyj
1989.97 CALENDAR
605.00
747.00
DMR GROThO
2300.00
231XJ.00 DMR GRorro
21.99
SANTA DASH
0.00
1286.99 SANTA DASH
0.00
334.15
PUBLICITY
45.00
348.70
DONATIONS
500.1)0
410.00 t)ONATIONS
6803.50 6068.99
GIFfAID
1086.57
1498.78 DUESANSURANCE
238.00
96.05
FAIRSIRAFFLESIMARKETS
1128.85
1036.09 FAIRSIRAFFLESIMARKET
107.00
217.99
BIERKELLER
440.W BIERKELLER
0.00
80.00
SUNDRY
235.00
109.35
0.00
140.00
TOTAL INCOME
7601.42 10135.83 TOTAL EXPENDrruRE
8963.50 8944.22
OPENING BALANCE
3515.60 2323.99
CLOSING BALANCE
2153A2 3S15.60
11117.02 12459.82
11117.02 12459.82
TREASURER
CERTIFIED AS CORRECT
PRINT NAME
PRINT NAME
Totr4￿ A SLvbPsa
SIGNED
SIGNED
TA
DATE
DATE
PRESIDENT
PRINT NAME
SIGNED
DATE

ROMILEY. MRPLE LIONS CLUB CIO
GENERAL ACCOUNT
NCOPIIE
,EXPENDITURÉ
2024125
1129.72
NATIONAUINTERNAMONAL DUES
1￿.(X7
1243.1)o'.NATIO￿UINTERNAT10NAL DUES
12SS 31
SOCIAL INCOME
1354.50
3324.50
SOCIAL EXPENDITURE
1567.25
3341.20
BANK INTEREST
61.85
CLUB EXPENSES
47.10
CLUB t)ONATIONSI
EARNINGS
DONATIONS TO CHARITY
158.68
168.00
565.00
CALENDAR
SUNORY
add to Sundry
SUNORY
other acc
556.10
52.16
177.17
10.00
TOTAL INCOIIE
3134.58
S194.1B
TOTAL EXPENDfYuRE
3J8123
613146
OPENING BALANCE
IAT 1ST JULY 20241
727.90
86621
.CLOSING BALANCE
72y.go
'WT 30TH JUNE 20151
3862A8 5860.361
3062A8. 5860.30
TREASURER
,CERTIFIED AS CORRECT
PRINT NAME P.D hKJieL
PRINT NAME
014A A -$;"￿*s¢￿ .
SIGNED
ISIGNED
IIRESIDENT
PRINT NAME
SIGNED