## **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|||
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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 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