## **Trustees' Annual Report for the period**
Period start date Period end date Day Month Year Day Month Year **From** 01 07 2019 **To** 30 06 2020
## Section A Reference and administration details
**Charity name Other names charity is known by Registered charity number (if any)** 1185471
Droitwich Lions (CIO)
|**Charity's principal address**|
1 Addyes Green, Droitwich , Worcestershire|
1 Addyes Green, Droitwich , Worcestershire|
|---|---|---|
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||**Postcode**|**WR9 8PJ**|
## **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 (ifany)**|
|---|---|---|---|---|
||Carole Ann
Moseley|Chair|||
||John Graham Kelly|Secretary|||
||James Clubb
Crawford|Treasurer|||
||Andrew Martin
Best|Welfare Officer|||
||David Roy
Sherwen||||
||PhilipTalbot Wallis||||
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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**||
**TAR**
March **2012**
1
- **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** Lions Clubs International
- Type of governing document (eg. trust deed, constitution) By annual election of officers. New members are invited to join and
- How the charity is constituted commit to Lions Club international objectives
- (eg. trust, association, company) As above
- Trustee selection methods
- (eg. appointed by, elected by)
- **Additional governance issues (Optional information)** Courses ( attendance is voluntary ) are provided by District 105 CW for
- You **may choose** to include members to attend as appropriate.
- additional information, where relevant, about: A member buddy system is in place to initiate new members.
- • policies and procedures Droitwich Lions is a member of District 105CW (one of 8 Districts covering
- adopted for the induction and England and Wales). Districts are divided into Zones and we are in a Zone
- training of trustees; of 6 local Clubs and work closely with the Zone for both social and charity
- • the charity’s organisational events. We also work with Droitwich Rotary Club, mainly with Santa’s structure and any wider Sleigh which tours the town commencing 5 weeks prior to Christmas. network with which the charity works; The major risk to the Club is the aging membership together with the
- • relationship with any related difficulties recruiting new members. parties;
- • trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
**TAR**
March **2012**
2
|•
**Summary of the**
**objects of the charity**
**set out in its governing**
**document**
•
**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)**|•
Good citizenship, encouraging people to support the community
on matters of public interest, without reward.
•
Supporting youth in skills development.
•
Promoting the voluntary sector for public benefit by associating
with the Local Authority to promote advances in education and
social welfare and recreation to improve conditions of life for local
people as well as national and international aims and objectives
(improving eye health and eye care, fight against diabetes,
childhood cancer initiatives, relieving hunger, protecting the
environment, engaging with young people and responding to
humanitarian crises.}
physical|
|---|---|
||1. Service and fundraising activities in pursuit of objective
•
Service including assistance with marshalling and help at bonfire
and barbeques for schools/centres.
•
Disadvantage children and parents/carers attended town
pantomine dress rehearsal.
•
Droitwich lions manages a student support scheme in Hikkaduwa
Sri Lanka
•
Provision of diabetes testing unit at Worcester County Show (A
Zone event).
•
Monthly book sale. (until lockdown in March 2020)
•
A concert in support of Brain Tumour Research (Oct 2019)
•
A competition for disabled adults at Malvern Showground (A Zone
event)
•
Easter Egg Raffle
•
Santa’s grotto and sleigh.
2. Service and Fundraising activities for other charities, schools and days
centres for young adults dealing with profound physical disabilities and
multi learning disabilities:
•
Fund raising for other charities to include, bucket collections,
poppy sales/ printing order of service for Remembrance Sunday,
coffee morning and marshalling at events.
No fees are charged for services provided.|
## **Additional details of objectives and activit ies (Optional / printing)**
**TAR**
March **2012**
3
The welfare Chair checks all applications for grants for the Welfare Committee to consider before trustees and Club members approve or reject.
Investments are not made.
You **may choose** to include further statements, where relevant, about:
Volunteers assist with fund raising activities, including young peoples support with Christmas activities.
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
## Section D Achievements and performance
**TAR**
March **2012**
4
Section D Achievements and erformance p
**Summary of the main achievements of the charity during the year**
**TAR**
March **2012**
5
## **Section E Financial review**
## **Brief statement of the**
The Club maintains a £500 reserve in its Accounts.
**charity’s policy on reserves**
**Details of any funds materially in deficit**
None
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
The principal source of fund raising is included in Section C above.
The accounts show details of expenditure, which is mainly made to local charities schools and centres and individuals in need of help with purchase of essential household equipment.
The money allocated is roughly 80% local and 20% national and international.
The Club runs on the basis of donating funds soon after money is collected, keeping bank balances as low as possible.
## **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)** C A Moseley
**Full name(s)** Carole Ann Moseley **Position (eg Secretary, Chair,** Chair **etc) Date** 28 February 2021
**TAR**
March **2012**
6
**----- Start of picture text -----**
Charity Name No (if any)
DROITWICH LIONS CLUB (CIO)
Receipts and payments accounts
For the period Period start date Period end date
To
from 7/1/2020 6/30/2021
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
MEMBERSHIP 1,008 - - 1,008
SRI LANKA EDUCATION 3,725 - - 3,725
SANTA'S SLEIGH 2,282 - - 2,282
BOOK SALES 787 - - 787
DONATIONS / GRANTS 725 - - 725
EASTER EGGS 648 - - 648
OTHERS 405 - - 405
SPONSORSHIP 250 - - 250
9,830 - - 9,830
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
NIL - - - -
- - - -
Sub total - - - -
Total receipts 9,830 - - 9,830
A3 Payments
MEMBERSHIP 1,058 - - 1,058
SRI LANKA EDUCATION 2,825 - - 2,825
AWARDS 4,150 - - 4,150
PROJECT EXPENSES 384 - - 384
EASTER EGGS 150 - - 150
OTHERS 213 - - 213
- - - -
- - - -
- - - -
Sub total [ 8,780 ] - - 8,780
A4 Asset and investment
purchases, (see table)
NIL - - - -
- - - -
Sub total [ - ] - - -
Total payments 8,780 - - 8,780
Net of receipts/(payments) 1,050 - - 1,050
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end 1,050 - - 1,050
**----- End of picture text -----**
## **Section B Statement of assets and liabilities at the end of the period**
|||**Unrestricted**||**Restricted**|
|---|---|---|---|---|
|**Categories**|**Details**|**funds**||**funds**|
|**B1 Cash funds**|WELFARE ACCOUNT
ADMIN. ACCOUNT
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**4,471**
**1,256**
**-**
**5,727**
Agreement Error|
OK|**to nearest £**
**-**
**-**
**-**
**-**|
|||**Unrestricted**||**Restricted**|
|||**funds**||**funds**|
|**B2 Other monetary assets**|**Details**
NIL|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**B3 Investment assets**|**Details**
NIL|**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**||
|**B4 Assets retained for the**|**Details**
NIL|**Fund to which**
**asset belongs**|**Cost (optional)**
**-**||
|**charity’s own use**|||
|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|
|||**Fund to which**||**Amount due**|
|**B5 Liabilities**|**Details**
NIL|**liability relates**|
|**-**
**-**
**-**
**-**
**-**
**(optional)**|
|Signed by one or two trustees on
behalf of all the trustees|Signature|Print|Name||
|||J C CRAWFORD|||
**----- Start of picture text -----**
CC16a
**----- End of picture text -----**
## **Last year**
## **to the nearest £**
**1,002 750 4,238 2,911 1,444 - 451 - 13,378**
**13,378**
**1,277 2,084 8,046 1,286 300 140 - - - 14,892**
**14,892 - 1,514 - - - 1,514**
## **Endowment funds**
**to nearest £ - - - -**
OK
**Endowment funds to nearest £ - - - - - -**
**Current value (optional) - - - - -**
**Current value (optional)**
**When due (optional)**
**----- Start of picture text -----**
Date of
approval
3/7/2022
**----- End of picture text -----**