Trustees' Annual Report for the period
Period start date Period end date Day 01 Month Year Day 30 01 2021
Day 30 Month 06 Year 2021
From
To
Section A Reference and administration details
Charity name Isle of Axholme Lions Club CIO
Other names charity is known by Registered charity number (if any) 1185039 Charity's principal address 2 Chatsworth Way
Haxey Doncaster Postcode DN9 2GE
Names of the charity trustees who manage the charity
Name of person (or body) Dates acted if not for Trustee name Office (if any) entitled to appoint trustee whole year (if any) Stephen Burrell Isle of Axholme Lions Club 1 CIO Alan Holgate Isle of Axholme Lions Club 2 CIO James Young Isle of Axholme Lions Club 3 Mackinlay CIO Colin Nicholas Secretary Isle of Axholme Lions Club 4 Ridley CIO Mike Hare Chairperson Isle of Axholme Lions Club 5 CIO Christopher John Treasurer Isle of Axholme Lions Club 6 Godley CIO
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7 8 9
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10 11 12 13 14
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15 16
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17 18 19 20
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Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document
Constitution
- (eg. trust deed, constitution)
Charitable Incorporated Organisation How the charity is constituted
- (eg. trust, association, company)
By election from the members of the Isle of Axholme Lions Club Trustee selection methods CIO
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage
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them.
Section C Objectives and activities
The objects of the Club are such purposes as are exclusively charitable in England & Wales, including in particular :
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the advancement of citizenship by :
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promoting the principles of good citizenship ;
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- encouraging members to take an active interest in the civic, cultural ,social and moral welfare of the community;
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- providing a forum for the open discussion of all matters of public interest;
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provided that partisan politics and sectarian religion shall not be debated by members;
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encouraging service-minded people to serve their community without personal reward and encouraging the promotion of high ethical standards in commerce ,industry ,professions, public works and private endeavours;
Summary of the objects of the charity set out in its governing document
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support youth to develop their skills ,capacities and capabilities to enable them to participate in society as mature and responsible individuals;
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- promoting the Voluntary Sector for the public benefit by associating with local authorities in a common effort to advance education and provide facilities in the interests of social welfare for recreation or other leisure time occupation improve the the conditions of life of people on local, national and international communities;
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- promoting volunteering;
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- the relief of poverty and the relief of those in need particularly by providing humanitarian aid and disaster relief;
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- the advancement of health or the saving of lives by preventing avoidable blindness, assisting disabled people to lead independent lives or helping to prevent or manage health issues;
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- promoting for the benefit of the public the conservation protection and improvement of the physical and natural environment ;and/or promoting community participation in healthy recreation .
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Voluntary activities and fundraising continued to be severely affected by Covid 19 .
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Grants were agreed during the period for the following :- Bosom Family Support £500 LCIF Lebanon Appeal £500 Crowle & Ealand Council -Covid 19 Assistance Appeal £500 Crowle &Ealand Regeneration Project £250 Royal British Legion Poppy Appeal £250 LCIF Sight Savers Appeal £250 Belwood Playgroup -Kiddisink Equipment £382 Crowle Primary Academy -Rainbow Trust Appeal £80 Savannah Geddes Exercise Bike £729 LCIF General Appeal £500 Bosom Family Support £500 Belton Parish Council re Xmas Lights Appeal £350 LCIF re Roar 2021 Childrens Competition £1360 Wroot Travis Gardening Club £165
The Trustees met regularly to discharge their duties with regard to guidance issued by the Charity Commission on public benefit.
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
Achievements were limited due to Covid 19 , and lockdown restrictions.
The age of club members (most are 70+) also restricted voluntary activities during this time.
However, immediate priority was given for funds to be granted to local food banks to assist the neediest in the area.
A grant was also made to local charity, who had identified a gap in the social welfare system for providing meals to cancer suffers once a week.
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Section E Financial review
Brief statement of the charity’s policy on reserves
The charity’s policy is that all funds raised are available for grants Therefore no reserves policy is maintained. On occasion, funds are earmarked for projects that are approved, and that require funding later, but within the same financial period.
Details of any funds There is no facility to overdraw accounts with the Bank, and materially in deficit generally no deficit is run.
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Christopher John Godley Full name(s) Colin Nicholas Ridley Position (eg Secretary, Secretary Treasurer Chair, etc) Date 1 April 2022
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INCOME & EXPENDITURE ACCOUNT FOR YEAR ENDING 30/06/21
| Opening Balance @ 01/07/20 | |||
|---|---|---|---|
| Admin A/c | £3,838.03 | ||
| Charity A/c | £7,674.74 | ||
| BMM A/c | £1,146.69 | £12,459.46 | |
| INCOME | |||
| Part LCIF Membership fees due from Charity A/c | £182.10 | ||
| Membership fees | £1,548.00 | ||
| Donation received | £20.00 | ||
| Amazon Core | £17.31 | ||
| HSBC Bank - Compensation Rec'd re errors | £200.00 | ||
| Donation received | £30.00 | ||
| Donation received | £25.93 | ||
| Donation received | £50.00 | ||
| Amazon Core | £16.80 | ||
| Donation received | £5.00 | ||
| Donations - Santa Collection | £706.98 | ||
| Donation received | £4.00 | ||
| Donation received | £165.00 | ||
| Donation received | £200.00 | ||
| Donation received | £10.00 | ||
| Donation received | £10.00 | ||
| Donation received | £10.00 | ||
| Donations - Santa Collection | £1,038.80 | ||
| Donation received | £100.00 | ||
| Donation received | £20.00 | ||
| Donation received | £45.00 | ||
| Donations - Santa Collection | £707.89 | ||
| Donations - Santa Collection | £178.65 | ||
| Donations - Santa Collection | £28.93 |
| Donation received | £40.00 | |
|---|---|---|
| Donations - Santa Videos | £2,987.47 | |
| Amazon Core | £23.13 | |
| Roar 2020 Refund re Schools who did not participate | £900.00 | |
| Gift Aid re Santa 2020 collections | £1,120.06 | |
| Amazon Core | £17.67 | |
| Interest on BBM a/c | £0.15 | |
| Donation Received | £1,000.00 | |
| Donation received - Santa Videos 12/11/20 - 03/01/21 | £1,502.01 | |
| QR Code Donations | £475.95 | |
| QR Code Donations | £9.50 | |
| QR Code Donations | £9.50 | |
| TXT Donations | £189.88 | |
| TXT Donations | £32.90 | |
| QR Code Donations | £91.62 | |
| TOTAL INCOME | £13,720.23 | |
| EXPENDITURE | ||
| LCIF Fees Chq 100005 | -£1,007.76 | |
| Clarinet Annual Fee | -£120.00 | |
| Charitable Donation Chq 100007 | -£49.50 | |
| Morgan Directory Entry | -£15.00 | |
| LCIF Fees Chq 100008 | -£707.62 | |
| Car Show Bus cards Chq 100011 | -£28.94 | |
| LCIF New Member fee Chq 100012 | -£5.07 | |
| Stationery re Car Show Chq 100013 | -£9.41 | |
| Charitable Donation Chq 100017 | -£500.00 | |
| LCIF Fees | -£182.10 | |
| Charitable Donation Chq 100018 | -£500.00 | |
| Charitable Donation Chq 100008 | -£125.00 | |
| Charitable Donation Chq 100019 | -£500.00 |
| Charitable Donation Chq 100020 | -£250.00 | ||
|---|---|---|---|
| Charitable Donation Chq 100021 | -£250.00 | ||
| Charitable Donation Chq 100022 | -£250.00 | ||
| Charitable Donation Chq 100023 | -£381.60 | ||
| Charitable Donation Chq 100024 | -£80.00 | ||
| Charitable Donation Chq 100025 | -£728.90 | ||
| Santa Sleigh Repairs Chq 100009 | -£286.88 | ||
| Lottery Licence | -£20.00 | ||
| Charitable Donation Chq 100026 | -£500.00 | ||
| Charitable Donation Chq 100005 | -£200.00 | ||
| ICO D/Debit | -£35.00 | ||
| Santa Sleigh Repairs Chq 100028 | -£45.00 | ||
| Santa Sleigh Repairs Chq 100029 | -£9.00 | ||
| Santa Video Background Pop-Up | -£66.95 | ||
| Charitable Donation Chq 100032 | -£350.00 | ||
| Charitable Donation Chq 100031 | -£500.00 | ||
| Roar 2021 Fees Chq 100034 | -£1,190.00 | ||
| Roar 2021 Fees Chq 100036 | -£170.00 | ||
| Transfer to Charity A/c from BMM re Santa Donations | -£2,987.47 | ||
| TOTAL EXPENDITURE | -£12,051.20 | ||
| SURPLUS | £14,128.49 | ||
| BALANCES - HSBC @ 30/06/21 | |||
| Admin A/c | £3,424.83 | ||
| Charity A/c | £9,232.93 | ||
| BMM A/c | £1,470.73 | £14,128.49 |