| Trustees' Annual Report for theperiod | |||||||
| From | Period start date | To | Period end date | ||||
| 01 | JULY | 2021 | 30 | JUNE | 2022 |
Section A Reference and administration details
Charity name
FOREST OF DEAN LIONS CLUB (CIO)
Other names charity is known by FOREST OF DEAN LIONS CLUB
Registered charity number (if any) 1189930
Charity's principal address C/O THE JAYS, SUN GREEN ROAD,
BREAM LYDNEY, GLOS Postcode GL15 6HX
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) |
|---|---|---|---|---|
| GeoffreyDavis | Treasurer | |||
| Steven Davis | ||||
| Stuart Love | Secretary | |||
| Alan Townley | ||||
| Roger Gardner | ||||
| Helen Gardner | ||||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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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
Constitution
Type of governing document (eg. trust deed, constitution) C.I.O. How the charity is constituted
- (eg. trust, association, company)
Elected from members of Forest of Dean Lions Club Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
Forest of Dean Lions Club is part of Lions Clubs International.
-
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;
-
trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Encourage service to the community. Support for Youth. Promote volunteering.
Summary of the objects of the charity set out in its governing document
Relief of poverty and the needy. Aid for humanitarian disaster relief. Preventing avoidable blindness, assisting the disabled. Promoting participation in recreation. Promoting protection of the environment. Encouraging members to take an interest in the civic, cultural, social and moral welfare of the community.
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In this Lions year Forest of Dean Lions collected donations at Tesco, Lydney for the displaced persons in the Russian war against Ukraine. These donations were supplement by donations from local organisations: Packed with Love, Bream Coffee Shop and Bream Sports Club, plus some donations from individuals. In all, £8,959 were passed to Lions Clubs International for the LIONS CAMPAIGN 100 UKRAINE.
Together with Severn Dean Lions Club, Forest of Dean Lions ran two large fundraising events:
Lions Wild Boar Chase Mountain Bike Ride – promoting participation in recreation. This event is very popular with the riders – who enjoy a day of exercise, camaraderie, beautiful scenery in our area.
Summary of the main activities undertaken for the recreation. This event is very popular with the riders – who enjoy a day of public benefit in relation to exercise, camaraderie, beautiful scenery in our area. these objects (include within this section the statutory Lions Speech House Fireworks – providing a high quality professional declaration that trustees have display to offer an alternative to the risky practice of individuals releasing had regard to the guidance fireworks at home. issued by the Charity Commission on public These events were run with the help of volunteers from local community benefit) organisations, including youth organisations such as local Scouts and Guides.
Volunteers from the community enable us to run these two major events. Without the volunteers freely donating their time and expertise we would have much less funds to draw on throughout the year.
As well as providing grants to deserving causes within GL15 and GL16 post code areas and some international disasters, Forest of Dean Lions Club undertakes a number of community service projects. For example, a “Forest Champions” event was held to highlight and celebrate achievements of individuals and groups within our community.
Additional details of objectives and activities (Optional information)
The following information:
-
public benefit statement
-
grant making policy,
-
support priorities,
-
information on principles, exclusions,
-
grant application process,
-
grant assessment process,
You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
-
conditions for awarded grants
-
data protection measures
-
monitoring and publicity expectations
-
objectives of the charity
are all publicly available can all be found on the club web site (under “About Us”) at:
https://www.forestlions.org.uk/
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Section D Achievements and performance
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
In the 2021 to 2022 Lions year normal activities were resumed following the COVID 19 pandemic. In addition, a Forest Champions event was held to highlight and celebrate achievements of individuals and groups within our community.
The Grant of £8,959 sent to Lions Clubs International to benefit the displaced persons in Ukraine, included £2,000 in donations collected by ‘Packed with Love’, ‘Bream Coffee Shop’ and ‘Bream Sports Club’. The sentiment of members of the public and Tesco, Lydney enabled the donations to be collected very quickly. Volunteers also aided the Lions with the collections.
Further Grants to the value of £7,077 were made to local recipients and £250 to the Tonga volcanic eruption appeal. The Forest Champions event was very well received in the community. Awards were made within 7 categories: Young Achiever, Local Hero, Innovative Educator, Outstanding Contributor to the Community, Community Award, Lifetime Achievement and Healthcare.
The Wild Boar Chase mountain bike ride* in September was well supported with well over 500 entries. The Humbug Chase - a section for accompanied junior rider saged 8-12 years , had a full entry of 45 entries.
The Speech House Fireworks* in November was ticket-only and was sold-out. The display was enjoyed by local families and children. Children of Primary School age and younger had free entry.
- jointly organised with Severn Dean Lions Club. Both these events were well supported by volunteer helpers from the community.
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Section E Financial review
The reserves enable the charity to provide grants throughout the year. Brief statement of the Carrying a reserve also allows the charity to provide larger grants from charity’s policy on reserves time to time.
Details of any funds materially in deficit
NONE
Further financial review details (Optional information)
Forest of Dean Lions Club is a member of Lions Clubs International. You may choose to include additional information, where The major fundraising sources are mentioned above. 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.
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) STUART LOVE Full name(s) GEOFFREY KEVIN DAVIS Position (eg Secretary, Chair, HON. TREASURER, TRUSTEE HON SECRETARY, TRUSTEE etc) Date
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CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner'$ Report Report to the trusteesl members of Charity Name Forest of Dean Lions Club On accounts for th• y•ar ended 3 June 2022 Charfty no lif any 1189930 Set out on pag•s Irw*mbw to iThSude the p48 numbors of gddllonal sheth? I report to the trustees on my examination of the accounts of the above charty (Ihe Trust.) for the year ended 301W2022. Responslbllltles and As the charity trustees of the Trust. you are responsible for the preparation ba818 of rnport of the accounts in accordanrx with the requirements of the Charities A¢ 2011 (Ihe Acf). I report in resFeCt of my examination of the Trust's account8 carried out under section 145 of the 2011 Act and in carying OLrt my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)Ibl of the Act. I have completed my examination. I confinn that no material matters have come to My attention (other than that disclosed below ") in connection with the examination which gNes me cause to believe that in. any material Indopendent examlnerf8 8tatemont accounting records were not kept in accordance with 8ection 130 of the Act or the accounts do rHX accord with the accounting record8 I have no concerns and hove come acro$8 no other matters in connection with the examination to which attention should be drawn in order to enable proper understanding of the arKounts to be reached. Pl88s8 de18t8 rhe woffts in Ihe brackets if they do not apply. Slgned: Dat•: ?cJ3 Name: Miss. Jenna F>nug FMAAT AATQB Relevant professional quallficatlon(sl or body (If any): Fellow Member of the Association of Accounting Techincians 283997 Addross: Dean Accountancy Services Limit8d 1 S High Street. Lydney. Glos GL15 5DP Dean AccovJttancy Services Ltd IS StreeL Lydney. Glos GL15 iDP TeL. 01594 843867 IER October 2018
Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32. Independent examination of charity accounts.. directions and guidance for examiners). Give here brief d•tall8 of any items that the examlner wishes to dlsclosa. IER October 2018
Forest of Dean Lions Club (CIO)
11
Receipts and payments acco
Period start date To
For the period from
07/01/2021
Section A Receipts and payments
----- Start of picture text -----
Unrestricted Restricted Endowment
funds funds funds
to the nearest
to the nearest £ to the nearest £
£
A1 Receipts
Donations 210 - -
Speech House Fireworks (S Dean Lions) 8,250 - -
Enduro Account (Wild Boar Chase) 15,302
Ukraine Donations 7,749 -
Forest Champions event 2,316
Returned Grants 490 - -
Admin Account Subs (i.e. members money
1,410 -
for club dues etc.)
Miscellaneous 10 -
PayPal 23,750 -
-
Sub total (Gross income for AR) 59,486 - -
A2 Asset and investment sales,
(see table).
- - -
- - -
Sub total - - -
Total receipts 59,486 - -
A3 Payments
General Grants 7,327 - -
Wild Boar Chase Grants from End AC 5,650 - -
Wild Boar C Expenses from Enduro A 4,531 - -
LCI Dues (Admin account) 1,223 - -
LCI Dues (Charity element) 80 - -
Ukraine Grants 8,959 - -
Miscellaneous 106 - -
Forest Champions event 2,550 - -
PayPal 14,922 - -
- -
- -
Sub total 45,347 - -
A4 Asset and investment
purchases, (see table)
- - -
- - -
Sub total - - -
Total payments 45,347 - -
Net of receipts/(payments) 14,138 - -
A5 Transfers between funds -
----- End of picture text -----
A6 Cash funds last year end 10,302 - Cash funds this year end 24,441 - -
Section B Statement of assets and liabilities at the end of
| Unrestricted | |||
|---|---|---|---|
| Categories | Details | funds | |
| B1 Cash funds | Total cash funds | to nearest £ 24,441 - - 24,441 |
|
| (agree balances with receipts and payments account(s)) |
OK | ||
| Unrestricted | |||
| funds | |||
| B2 Other monetary assets | Details | to nearest £ - - - - - - |
|
| Fund to which | |||
| B3 Investment assets | Details | asset belongs Fund to which |
|
| B4 Assets retained for the | Details | asset belongs | |
| charity’s own use | Fund to which | ||
| B5 Liabilities | Details | liability relates |
Signed by one or two trustees on behalf of all the trustees
Signature Print N GEOFFREY DAVIS STUART LOVE
189930
ounts
CC16a
Period end date 06/30/2022
Total funds
to the nearest £
Last year
to the nearest £
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210 199
8,250 -
15,302
7,749 -
2,316 350
490 100
1,410 1,005
10
23,750 -
- -
59,486 1,654
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-
- -
- -
59,486 1,654
7,327 4,774
5,650
4,531
1,223 731
80 112
8,959 -
106 -
2,550 115
14,922 -
-
- -
45,347 5,732
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-
-
- -
45,347 5,732
14,138 - 4,078
- -
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10,302 -
24,441 - 4,078
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the period
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Restricted Endowment
funds funds
to nearest £ to nearest £
-
-
- -
- -
OK OK
Restricted Endowment
funds funds
to nearest £ to nearest £
- -
- -
- -
- -
- -
- -
Current value
Cost (optional)
(optional)
- -
- -
- -
- -
- -
Current value
Cost (optional)
(optional)
- -
- -
- -
- -
- -
- -
- -
- -
- -
Amount due When due
(optional) (optional)
-
-
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-
-
-
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Date of
Name
approval
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