CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period Period start date 01107122 Period end date 30106123 Charity name: Beaumaris Menai Aethwy Lions Club (CIO) Charity registration number: 1187592 Objectives and Activities SORP reference Summary of the purposes of the charity as set out in its governing document 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. Statement confirming whether the trustees have had regard to the guidance issued by the CharÉty Commission on public benefit Para 1.17 To encourage service-minded people to serve their community. Para 1.17 and 1.19 Fund raising within the community to felicitate providing donations and service where needed Para 1.18 Confirmed. Additional information (optional) You ma choose to include further statements where relevant about: SORP reference Each case on merit and voted upon 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 madp by volunteers Other
Achievements and Performance Attending RAF Valley family and friends day, supporting the Beaumaris Artisan Fayre event, supporting C&A Lions Club on Bonfire night and donations to local causes Summary of the main achievements of the charity, identifying the difference the charity's work has made to the circumstances of tts beneficiaries and any wider benefits to society as a whole. Supplying a Gas BBQ and tools, Gas bottles and camping chairs along with Binoculars and bird books to a centre that is used by disabled adults locally. Purchsed Raspberry computers and accessories to enable young people with learning disabilities to facilitate inclusion. Additional information (optional) You may choose to include further statements where relevant about: Achievements against objectives set Performance of fundraising activities against objectives set Investment performance against objectives other
Financial Review Review of the charity's financial position at the end of the eriod 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 contFnuing as a going concern Solvent Tony Talent Legacy for local disabled young people within the Beaumaris area £8415 Ringfenced for supporting young disabled in Beaumaris Recruitment and current members age and health Additional information (optional) You ma choose to include further statements where relevant about: The charity's principal sources of funds (including any fundraising) Investment policy and objectives including any social investment policy adopted A description of the principal risks facing the charity Other
Structure, Governance and Management Description of charity's trusts: Type of governing document trust deed, ro al chart How is the charity constituted? (e.q unincorpor association, CIO) Trustee selection methods including details of any onstitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees Lions Constitution CIO 105 Lions Clubs International Through club members through voting procedure Additional information (optional) You may choose to include further statements where relevant about: Policies and procedures adopted for the induction and training of trustees The charity's organisational structure and any wider network with which the charity works Relationship with any related parties Other Reference and Administrative details Charit name Other name the charit uses Re istered chari number Charity's principal address Beaumaris Menai Aethw Lions Club 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 Dates acted if not for whole ear Trustee name Office (if any) Name of person (or body) entitled toa oinl trustee Kan Michael Evans Ken Topping Denise Harris- Edwards Gillian Parry Treasurer 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 propety belonging to the chartty Trustee name Dates acted if not for whole ear
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 Additlonal 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 o tional 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 Se 282r
Beaumaris Menai Aethwy Lions Club (CIO) Statement of Charity Account for period 1st July 2022- 30th June 2023 Available Fund Brought Forward 3383.67 Income Ex enditure Donations Donation to BDBF Cathedral Foodbank Donation to LCI Refugee Appeal Donation to Anglesey Foodbank Amazon Smile Donation of Christmas Hamper Donation to Royal British Legion Donations of chocolates to School 250.00 200.00 250.00 34.34 53.70 100.00 80.00 34.34 933.70 Fundraising RAF Valley Friends and Family Day Beaumaris Artisan Fayre Event Christmas Board Lucky Numbers Caernarfon Fireworks Night Matalan Bucket Collections Bulkely Books 175.50 173.10 156.60 483.34 1539.38 166.24 2694.16 General Items Repayment for sweets Tea & Biscuits for Beaumaris Warm Spaces 32.32 7.30 32.32 1/2 Year Insurance to Lions District Presents for RAF Valley Friends and Family Day Purchase of Toy Lions for Tombola 44.75 29.91 321.69 396.35 2728.50 1369.67 1369.67 4742.50 6112,17 Balance carried forward 30/06/2023 Balance C/F 6112.17 Creditors ledger Balance brought forward 01107/2022 Payment of Lion Dues from money owed Balance carried forward 3010612023 -273.75 140.00 -133.75
Beaumaris Menai Aethwy Lions Club (CIO) Statement of Charity Account for Period 1st July2022 to 30th June 2023 TonyTallant Legacy Fund Available Fund Brought Forward 3016122 10897.20 Expenditure 318.97 38.00 315.00 1330.00 179.97 Purchase of Gas BBQ and Tools Purchase of Bottle Gas Purchase of 15 Camping chairs Purchase of tablets for Beaumaris School Purchase of binoculars & bird books Purchase of Raspberry Computers and accessories for Beaumaris Sea Scouts 300.00 2481.94 Balance carried forward 3010612023 8415.26 Treasurer's Comment The Tony Tallant Legacy Fund is ringfenced and can only be used to support young disabled people in Beaumaris tn accordance with the terms of the legacy. Audited by Audited by Signed by Treasurer zbz2
Beaumaris Menai Aethwy Lions Club (CIO) Admin Statement for period 1st July 2022 - 30th June 2023 Available Fund Brought Forward 564.21 Income 460.00 Ex enditure 112 Year Members subs District and MD Dues Internation Dues Club Social Raffles Donation Purchase of Sum up Machine Purchase of Ink Printer Lion Tamer Fines etc Gift of Flowers 341.50 336.63 82.00 5.00 95.99 44.00 70.50 8.00 826.12 617.50 1181.71 826,12 355.59 1181.71 Balance carried forward 3010612023 Balance C/F 1181.71 Audited b Audited by Signed by Treasurer zo 2023