Trustees’ Annual Report for the period
From 1st July 2020 Period start date To 30th June 2021 Period end date
Charity name: Lions Club of Wadebridge
Charity registration number: 1184607
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To take an active interest in the civic, cultural, social and moral welfare of the local community. To encourage service minded people to serve their community without personal reward. |
| 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 |
The main activities of the club were as follows: Organise various fundraising events to raise money for donation to local, national & international causes as agreed by club members and in line with Lions club requests at district, multi district and international level. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees are aware of the current guidance issued by the Charity Commission ensuring that any decisions made by the club with regards to fund raising and spending of the money raised for charitable causes meets the charities purpose and provides benefit to the recipients. |
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 organises a number of fund raising events and activities throughout the year to raise funds which can be made available to various causes either at local, national or international level. These requests can be submitted to the club either by the organisations direct or by club members requesting a donation be made by the club for a specific charity or organisation. Any requests for donations are discussed and agreed by members at the clubs monthly meetings. Money is also raised for local events such as local senior citizens Christmas dinner. Collections are also undertaken for specific events such as the annual Children in Need fund raising each November. |
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against Para 1.41 objectives set
| 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 | At the end of the last financial year, the club was able to show that the accounts for both fund raising and charity had funds available to take forward to the next financial year. These funds would be sufficient to cover any costs for agreed donations. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Funds are held in the fund raising account so that money is available to meet any costs from fund raising events. When there is a surplus in the fund raising account, the club will agree an amount to be transferred from the fund raising account to the charity account. Money from the charity account is to be used for donations only and not to cover any expenses incurred from club activities. |
| Amount of reserves held | Para 1.22 | At the end of the financial year, the club held £4200 in the fund raising account and £531 in the charity account. |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | There are no uncertainties with the charity continuing into the next financial year. |
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 |
||
|---|---|---|
| ~~t~~ ~~t~~ Type of governing document (trust deed, royal charter) |
Para 1.25 | The club is governed by the standard club constitution of the International Association of Lions Clubs. |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more |
Para 1.25 | The Trustees of the club are the elected officers and members who can be elected as a Trustee by club members. |
| ~~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 | Lions Club of Wadebridge |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1184607 |
| Charity’s principal address | 36 Treguddock Drive Wadebridge PL27 6BQ |
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee |
|
|---|---|---|---|---|
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Michael John Day |
~~(if any)~~ | ||
| Jeffrey Paul Renals |
Treasurer | |||
| Tony Rush | ||||
| Leslie Eastlake | Secretary | |||
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 rf not for whole year
Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity |
Nil |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
N/A |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
N/A |
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 charity’s trustees Signature(s) J P Renals Full name(s) Jeffrey Paul Renals Position (eg Treasurer Secretary, Chair, etc)
Date 7th February 2022