## 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||||
||||||
||||||
||||||
||||||
||||||
||||||
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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 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