Trustees’ Annual Report for the period
Period start date from 01/07/21 Period end date 30/06/22
Charity name: Beaumaris Menai Aethwy Lions Club
Charity registration number: 1187592
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To encourage service minded people to serve their community |
| 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 |
Fund raising within the community, providing service where needed and donating funds to local causes and international crisis. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Confirmed |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | Each case on merit |
| Policy on social investment including program related investment |
Para 1.38 | We aim to consider any application for funding and actively seek out areas of need within our community |
| Contribution made by volunteers |
Para 1.38 | Service activities, raising awareness and fundraising. |
| 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 | Purchasing items needed to benefit local individuals and organisations. Making donations to Lions international for disaster relief. Supported the RAF Valley Friends and Family day increasing peoples awareness of our Club and it’s aims and objectives ( The Clubs mascot “Mr Lion” is requested to attend this event every year and is very successful at raising our profile, which means we can reach out to more people.) |
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
|
|---|---|---|
| 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 | Solvent |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Tony Talent Legacy for local young disabled within the Beaumaris area |
| Amount of reserves held | Para 1.22 | £!0,897 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Recruitment. Members retention and recruitment of new members. |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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 trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Lions Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO 105 CN Lions Clubs International |
| 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 trustees |
Para 1.25 | Through club members by vote |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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 | Support from the Club President and Treasurer and Lions District 105CN |
| 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 | Beaumaris Menai Aethwy Lions Club |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1187592 |
| Charity’s principal address | Treasurer home address for Bank statements and requests Secretary and Club President for dissemination of information from LCI The Coach House Trefor Holyhead Anglesey LL65 4TA |
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) |
|---|---|---|---|---|
| Ken Topping | Secretary | |||
| Michael Evans | President | |||
| Denise Harris- Edwards |
||||
| Gillian Parry | ||||
– 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)
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)
Full name(s)
Position (eg Secretary, Chair, etc)
Date
CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period Period start date from 01107121 Period end date 30106122 Charity name: Charity registration number: 1187592 Objectives and Activities Beaumaris Menai Aethwy Lions Club SORP reference Para 1.17 Summary of the purposes of the charity as set out in its overning document Summary ofthe main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commtssion on public benefit To encourage service minded people to serve their community Fund raising within the community, providing service where needed and donating funds to local causes and international crisis. Para 1.17 and 1.19 Para 1.18 Confirmed Additional information (optional) You ma choose to include further statements where relevant about: SORP reference Each case on merit Para 1.38 Policy on grant making We aim to consider any application for funding and actively seek out areas of need within our community Para 1.38 Policy on social investment including program related investment Service activities, raising awareness and fundraising. Para 1.38 Contribution made by volunteers Other
Achievements and Performance SORP reference Purchasing items needed to benefit local individuals and organisations. Making donations to Lions international for disaster relief. Summary of the main achievements of the charity, identifying the difference the chartty's work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. Para 1.20 Supported the RAF Valley Friends and Family day increasing peoples awareness of our Club and it's aims and objectives ( The Clubs mascot'mr Lion" is requested to attend this event every year and is very successful at raising our profile, which means we can reach out to more people.) Additional information (optional) You ma choose to include further statements where relevant about: Achievements against objectives set Para 1.41 Performance of fundraising activities against objectives set Para 1.41 Investment performance against objectives Para 1.41 Other
Financial Review Review of the charity's financial position at the end of the period Statement explaining the policy for holding reserves statin wh the are held Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concern Para 1.21 Solvent Para 1.22 Tony Talent Legacy for local young disabled within the Beaumaris area Para 1.22 Para 1.22 £10,897 Para 1.24 Para 1.23 Recruitment. Members retention and recruitment of new members. Additional information (optional) You ma 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 trusts: Type of governing document trust deed, ro l -hartei" How is the charity constituted? (e.g unincorporated association, 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 trustees Para 1.25 Lions Constitution CIO 105 CN Lions Clubs International Para 1.25 Para 1.25 Through club members by vote Additional information (optional) You ma choose to include further statements where relevant about: Supportfrom the Club President and Treasurer and Lions District 105CN 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 Beaumaris Menai Aethw Lions Club Charit name other name the charit uses Re istered charit number Charity's principal address 1187592 Treasurer home address for Bank statements and requests Secretary and Club President for dissemination of information from LCI The Coach House Trefor Holyhead Anglesey LL65 4TA
Names of the charity trustees who manage the charity Office (if any) Dates acted if not for whole ear Name of person (or body) entitled toap oint trustee (if an Trustee name Ken Topping Michael Evans Denise Harris- Edwards Gillian Parry Secretary President 10 11 12 13 14 15 16 17 18 19 20 Cor orate trustees - names of the directors at the date the re Director name ortwasa roved Name of trustees holding title to property belonging to the charity Dates acted if not for whole ear Trustee name
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) 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 ke ersonnel 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) Full name(s) Position (eg Secretary, Chair, etc) SJl4AJ a$JKI Date