Trustees. Annual Report for the period Period start date Period end dats 2021 From To 2022 Seclioii A Reterfrncfr cili(J 3i111ipnislr.gIIcJri -.Je:aiiS Charfty name Shir Lions Club CIO Other names charity Is known by Shirley Lions Club Registered charlty number (If any) 1189811 Charftys prfnclpal address 57 Monastery Drive Solihull West Midlands Postcode B91 1DP Names of the charlty trustees vtho manage the charfty Trustse name Office Ilf any) Dates acted rf not for whole year Name of person (or body) entitled to appolnt trustae ifan Shirley Lions member8 Claire de Jonge- Vors Martin Wright Kenneth Barker Mark Stokes President Secretary Treasurer Immediate Past pIdent Club member Shirley Lions members Shirley Lions members Shirley Lions members Jaap de Jonge Shirley Lions members Names of the trustaes for the charlty, rf any, (for example, any custodian trustees) Name Dates acted rf not for whole Names and addresses of advhors Ioptional inforniallon) e of advlser Name Address Accountant MrPLlson 35 Elmbridge Drive. Shirfey, Solihull, B90 4YP Business Banking BX11 LT Bankers Lloyds Bank Name of chief exe¢utlve or names of senior staff membern (Optional inforniation) No staff were employed. TAR Marc 2022
Section B StrLlCtLire, overiiance and mana enieiit Doscription of the charity's trusts Constitution Type of goveming document How the chaiity is constituted cio Trustee selection methods Trustees a appointed each year, being the persons holding the offices of President. Secretary, Treasurer. plus Immediate Past President and Vice President Club andlor a member of Shirley Lions Club as elected by the dub members. Add5tional governanca18sues (Optional inforniation) You may choose to include Shirley Lions Club has adopted the standard consirtub'on for Lions additional infomiation, where Clubs as laid down by Lions Clubs Intemational. relevant. about: Whilst adopting this consts'tuts'on Shirky Lions operates daily as an autonornous club. Training is provided for the position of trustee in house and club officer training by the Multiple District HQ of Lions Clubs Intemational. The club ensures all acttvtties it undertakes are correctly managed with appropriate risk assessments being made. For larger events these risk assessments are submrtted to Solihull Metropolitan Borough Council. The financial risk is also assessed for each and every activity undertaken. policies and procedures adopted for the induction and training of trustees; the charitrfs organisational structure and any wider network wff(h which the charty wots. • relationship with any related parties; trustees, consideration of major risks and the system and procedures to manage them. Section C Ob'ectives and activities To hold and distribute trust monies which have been raised through activities organised and operated by the members of Shirley Lions Club. See below. Summary of the objects of the charfty Set out in Its governlng document TAR Ma* 2022
activities undertaken for the public benefit in relatlon to these objects (include within this section the ststutory declaration that trustees have had regard to the guidance Issued by the Charity Commission on public benefit) Addillonal detalls of objecllves and aclivities (Optional Snforniation) The club raised funding through various activities throughout the year. the regular ones being the annual Camival, a Beer FestNal, a plant sale and a Christrnas Sleigh collection. These are activities which are enjoyed by the local communty and other local chanties are invited to join in the activrties to raise their profile and to supplement their own fundraising activities. Funds raised a then used to make donalions and support local and intemational humanitarian projects decided upon by the members of Shirley Lions Club. You may choose to include further ststements, where relevant, about: policy on grantmaking: policy programme related investment; • contribution made by volunteers. Donations to individuals and organisations are considered on a case by case basis and voted upon by club members. There ts no policy programme related to investments as monies raised are spent as above rather than invested. All the members of Shirley Lions are volunteers who donate their time and experience in fundraising, communty service and welfare activit caffied out by the club. 6pc.Iioii D Acli ie deli1715 aiid perforii)ance Summary ofthe maln achlevements of the charity during tho year The fundraising events had been severely constrained due to Covid restrictions in the previous year resulting in the canlIation of the annual Shirley Camival, the Father Christmas on his sleigh house to house collection, and the annual Beer Festival. Fortunatety. with the easing of restrictions, these key events were able to be reinstated along with some new activities giving much needed support to the local communty. At the end of the year we were able to reintroduce testing for prostate cancer wilh generous donations allowing for 236 tests to be completed. Several of these sho%%*d a high nsk of cancer resulting in UTgent referrals GPS. Lingering Covid concems resulted in the CanlIatIon of our annual Christrnas party for local pensioners, who were all deemed to be vulnerable and at risk but it is anticipated that this will be introduced for the year 2022r23. We have yet again been able to continue to our support for the Lions competition Young Ambassador of the 2191 Century. This is a compethon which recognises and rewards youngsters between the ages of 16 and 19 who have given signifKant service to their local community. During the year the club Members b%Ere again active in making food collections with the food and cash donations delivered to the local Twssell Trust Foodbank for onward distribution to those in TAR March 2022
In Section E Financial review Brief ststement of tho charity's policy on rnserves Shirtey Lions does not have any large regular commitments so any reduction in Incor as seen with the previous COVID lockdown, means that there has to be a )rreSPondIng reduction in donations until other fundraising activities can found. Budgets for donations are reduced ensuring that there are still funds available to cover unexpetsl emergency requests for support. Oetails of any funds materially in deficit None. Further financial revlew dotails (Optional infomiation) You may choose to include additional infomation, where relevant about: the charrty's principal sources of funds {including any fundraising). how expenditure has supported the key objectives of the charity. investment policy and objeciives including any ethical investment policy adopted. Please see sections C & D above. Section F Other optional information None Section G Declaration The trustees declare that they have approved the trustees, report above. Slgnod on b•half ol the charW8 tru3t••s Signature(s Full name(s) Clare de Vors- Jonge President Martin Wright Kenneth Barker Poslllon (eg Secretary, Chair, etc) Secretary Treasurer ¥3 TAR
CHARITY COMMISSION FOR ENGLAND AND WALES Receipts and payments accounts CC16a For the period To 0110712021 Section A Receipts and payments Unrestrfcted funds Rèstrlcted nd• Endowment fund• Total funds Last yr A1 Reee Gd Donats"ons & s B88T Fastsvals Chnstrnas Sle shi Carnival Pknt 5a Mu81e41 conL*rt Cthr FestNal Rac8 Ni ht Pr051ate Testin Sund incorne Youn Ambassador Bursa Member8hi Sub trd Club Chgrter Zon8 project lor• knrAI Jvjl givin G8ner81 ddve Srn811 hjrdrai 50 club bS¢npts8 onsor3hi 1.967 nses 7.210 3fr) 10,7n •25 925 event sthj 782 780 InGome AR) 43,914 tsbl•}. 43,914 A3Pa Chantatle d(xwb(xis Baei Fe&bv81 chstMaS SI ShIrY C8trNv81 Plant Sa mu1 Conc•rt CKler FeBtN Ra Night Prostal8 Tesln $ P81¢ Prize DrS Pension¥ cgrds & 'ts t8rrt Club Charter R(¥Jm Hire Sundry eypenses HanorÉrium 17,621 6,697 697 784 315 315 1.387 sis 241 815 241 672 316 322 1.316 $19 519 200 Sub total 12.404 CCXX Rl accourts ISSI 01r2023
A4 A8VJt and In¥••tm•nt Sub total 12,404 Net of r•celpW(p•yment) AS Tran#fern b•tw••n lund• A6 Ca•h fund• l•t yoar •nd' Cash funds th1• y••r •nd 23,181 31.831 CCXJ P2 attounts ISSI C61011229
Section B Statement of assets and liabilities at the end of the period Unrestrlcted R•8trfcted funds lund8 rr8t£ to n•afbbt£ Endowment fund8 to noargst £ B1 Cash funds cio 2.501 17.1$9 &150 in Pay alc 50CI Tot41 cash lunds 23,681 8,150 Unr••trlct•d fund8 to hMrMt£ R•strlct•d tunds Endowm•nt fun to n••r¥w¢£ Futho tofftkh CwY•nt vlu• Fund tOTht¢h CO loptbw Curr•nt wlu• B4 Au•t• r•lln•d for th• ¢harlty'• own u•• Fj to rnouni d BS Llabllltle• Signod by one or Irust8es on behaff of all th8 trustoes Print Name Date of rovaj Kenneth Barker Martin Wright CCXX R3 a(rounts ISSI Cfffj112023
I have examined the books and records for the year ended 30th June 2022 a·nd confirm that the Balance Sheet and the attached Income & Expenditure account are in accordance therewith. An audit has not been carried out.
Signature
Date