| Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | |
|---|---|---|---|---|---|---|---|---|
| **From ** | Period start date | To | Period end date | |||||
| 01 | 07 | 2023 | 30 | 06 | 2024 |
Section A Reference and administration details
Charity name Lions Club of Tavistock
Other names charity is known by Registered charity number (if any) 1193186
| red charity number (if any) | 1193186 | 1193186 |
|---|---|---|
| Charity's principal address | 10 Monksmead | |
| TAVISTOCK | ||
| Devon | ||
| Postcode | PL19 8ER |
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) |
|||
|---|---|---|---|---|---|---|---|
| Alan Wroath | Chair | 10 June 2024 | |||||
| Graham Neil Whalley | Secretary | 10 June 2024 | |||||
| Graham Foster | Treasurer | 10 June 2024 | |||||
| Richard Paul Jones | |||||||
| Christopher Charles Northey | |||||||
| Stephen Hugh Grummitt | |||||||
| Graeme Ugle | Chair | 1 July2023 to 9thJune 2024 | |||||
| Paul German | Secretary | 1 July2023 to 9thJune 2024 | |||||
| John Noblet | 1 July2023 to 9thJune 2024 | ||||||
| Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole year |
|||||||
| Name | Dates acted if not for whole year | ||||||
TAR
March 2012
1
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
Type of governing document Constitution (eg. trust deed, constitution)
How the charity is constituted Charitable Incorporated Organisation (eg. trust, association, company)
The President, Secretary, Treasurer and Trees of Light Co-ordinator are Trustee selection methods ex officio Trustees. Other Lions may be appointed on an annual basis (eg. appointed by, elected by) having regard to the skills, knowledge and experience needed for the effective administration of the CIO.
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
The Lions Club of Tavistock 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
Summary of the objects of the charity set out in its governing document
The objects of the club are such purposes as are exclusively charitable in England & Wales, including in particular:
-
the advancement of citizenship by:
-
promoting the principles of good citizenship;
-
encouraging members to take an active interest in the civic, cultural, social and moral welfare of the community;
TAR
March 2012
2
-
providing a forum for the open discussion of all matters of public interest; provided that partisan politics and sectarian religion shall not be debated by members;
-
encouraging service-minded people to serve their community without personal reward and encouraging the promotion of high ethical standards in commerce, industry, professions, public works and private endeavours;
-
supporting youth to develop their skills, capacities and capabilities to enable them to participate in society as mature and responsible individuals;
-
promoting the voluntary sector for the public benefit by associating with local authorities in a common effort to advance education and provide facilities in the interests of social welfare for recreation or other leisure time occupation to improve the conditions of life of people in local, national and international communities;
-
promoting volunteering
-
the relief of poverty and the relief of those in need in particular by providing humanitarian aid and disaster relief;
-
the advancement of health or the saving of lives by preventing avoidable blindness, assisting disabled people to lead independent lives or helping to prevent or manage health issues;
-
promoting for the benefit of the public the conservation protection and improvement of the physical and natural environment; and/or promoting community participation in healthy recreation.
The main activities of the Club are concerned with
-
Enhancing our local Community by service through our own activities and supporting those run by other organisations
-
raising money for good causes and charities through Carnival Week, a Fireworks Display for the benefit of the Community, events leading up to Christmas, BBQs and other activities throughout the year
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
This has been a very successful year of fundraising despite heavy expenses to replace the lights on the Trees of Light and the need to buy extra insurance cover.
Approximately £25,000 was donated to charities and good causes, including support for Ukraine.
The Club’s work was recognised by a Club Excellence award and the Club is in good standing.
The Trustees have had regard to the guidance issued by the Charity Commission on public benefit.
TAR
March 2012
3
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
-
policy programme related investment;
The charity makes grants predominantly to local Charities and Good Causes. We have contributed to Lions Clubs International Foundation which provides relief for those affected by disaster and supported efforts to take humanitarian aid to Ukraine.
The Club does not make investments.
- Volunteers make an important contribution to our larger events through the Friends of Tavistock Lions
-
contribution made by volunteers.
-
Section D Achievements and erformance p
-
The year’s fundraising included:
-
Summary of • A very successful barbecue season culminating in record takings at Tavistock’s
-
the main achievements Dickensian evening (£2,500) •
-
of the charity The Trees of Light that enabled us to donate £2.500 to each of four deserving during the year charities. • An excellent fireworks display raising £1,000
-
• An enjoyable carnival week despite the carnival procession having to be postponed until September because of extreme weather conditions. The rearranged date, on a Sunday, proved to be popular and more family orientated, so much so that the next Carnival procession in 2024 will be moved to a Sunday. (£10,000)
-
• The run-up to Christmas was exceptionally busy with Santa making visits to primary schools, bucket collections, Christmas Post, Christmas cards and calendar, hampers for deserving families and many other activities
- The Club raised money for humanitarian aid for the Ukraine and club members took aid to Poland for onward transportation to Ukraine. - Mental health – the club funded a ‘Chatty bench to encourage conversation with those facing loneliness and created a webpage with links to organisations that could provide support for those experiencing mental health issues.
The Club supports other organisations with their events, for example by closing roads such as on Remembrance Sunday, car parking, a park and ride scheme for Goose Fair, providing barbecues, tents or manpower for concerts or marshalling. The Club values its relationships with all its partners and especially the Tavistock Town council and BID.
The Club has an environmental project maintaining a traffic island at the entrance to the Town.
The Club is in good health; four new members joined in this year. At the beginning of the year, the club faced an issue common to organisations, that members were happy to work hard for the community but were less ready to take on leadership roles. After some heart searching, however, a number of members came forward and a secure succession strategy for the future was established.
Safeguarding is important to the club and a programme of DBS checks is near to completion.
TAR
March 2012
4
Section E Financial review
The Charity does not seek to maintain substantial reserves and aims to Brief statement of the give out grants and donations in line with its fundraising. A reserve is charity’s policy on reserves retained specifically to cover the vagaries of income from the Fireworks Display and a ‘sink fund’ to maintain or replace equipment. Details of any funds materially None in deficit
Further financial review details (Optional information)
The Charity is dependent on fund raising. Our current financial position You may choose to include is sound, however, the Trustees recognize that as expenses rise additional information, where substantially, the challenge is to maintain and increase income so that relevant about: donations are as generous as possible.
-
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) Full name(s) Alan Wroath Position (eg Secretary, Chair, etc) Chair Date 26.01.2025
TAR
March 2012
5
Lions Club of T3vistock Activities Account Profrt & Loss Account For the ear ended 3thh June 2024 Income Abbotsway Walk Advertisement Bank Interest Bar Profit Calendar Carn*val 2023 Carnival 2024 Catering Charter Night Christmas Buckets Christmas Cards Christmas Meal Christmas Post Clothing Collecting Tlns Dickensian Evening Donation 50.00 59.95 105.54 250.00 953.38 10.036_68 810.95 3,319.86 2,488.00 1,788.97 3,065.50 1.890. 1,133.76 353.92 Advertising Bank Charges Calendar CarnÈval 2023 Carnival 2023 Donation Camival 2024 Catering Charter Night Christmas Car(ts Christmas Meal Christmas Post Christmas Hampers Clothing Community Service Dickensian Evèning Donation Equipment Fireworks Float Gifts etc Insurance IntlMD/Dist Dues Lotteries Licence Message in a Bottle Paid in Error RehJnd Park & Ride Santa's Sleigh Sleigh Statsonery Storage Contsiner Store Store Rent 5undries Training Course Trees of Light Ukraine Young Ambassadors 66.00 293.81 632.14 S,093.83 3,450 00 1,142.46 1,357.72 2,344.25 1,421.31 1.890.00 35.38 516.78 309.24 153.50 137.92 15,027.99 4,647.00 6,783.01 2,046.00 103.69 1,400.10 3.048.70 20.IXI 360.00 120.00 1,242.57 1.230.52 533.06 466.04 2.968.JlO 1.863.19 84.60 7.726.22 3,112.lJO 3.062.99 750.00 705_30 2,271.42 120. DVDS Fireworks Float Gift Aid Grant Insurance Members Subs Paid in Error Park & Ride Skittles Sleigh Store Rent Sue We15h Knittin8 TailtW15ter Transfer Trees of knght Ukraine Aid Young Ambassadors 3.242.57 312.(X) 234.72 160.00 303.59 265 87 2,646.56 10.663.38 5.675.50 28.81 72,969_67 165,432.291 24.60 2.048.00 450.06 150.00 1,419.88 5,752.04 140.74 65,432.29 Less Expenses Net Idefi¢itl1surplus 7,537.38 Independent Examiner= Beverley Hughes FICB Institute of Certtified Bookkeepers Date= 28 October 2024
Lions Club of Tawstock Actiwties Account Balance Sheet As at 30th June 2024 Opening bank balances tst July 2023 Activities Account Activities Reserve Reserve Fund 5.503.04 1.00 5,500.00 11,004.04 Net surplus I (deficit) 7,537.38 Closing balance 30th June 2024 18,541.42 Re resented Closlng bank balances 30th June 2024 Activities Account Activities Reserve Reserve Fund 10.690.42 2,351.00 5,500.00 18,541.42 Independent Examlner: Beverley Hughes FICB Institute of Certified Bookkeepers Date: 28 October 2024
Lions Club of Tavistock Administration Account Profit & Loss Account For the ear ended 30th June 2024 Income Income Expenses Transfer to Activities Account 2.193.95 2.193.95 Net (deficit)1suTplus 12.193.95} Independent Examiner= -<V- Beverley Hughes FICB Institute of Certified Bookkeepers Date: 28 Ortober 2024
Lions Club of Tavistock Administration Account Balance Sheet As at 30th June 2024 Opening bank balance 1st July 2023 Admirkistration Account 2,193.95 2.193.95 Net surplus / {deficitl 12,193.951 Closing balance 30th June 2024 Re iesented b . Closing bank balance 30th June 2024 Administration Account Closed Independent Examiner- Beverley Hughes FICB Institute of Certified Bookkeeper5 Date: 28 October 2024
Lions Club of Tavistock Chari Profit & Loss Account For the ear ended 30th June 2024 Account Income Interest £xpenses Transfer to Admin Account 347.61 347.61 Net IdeficFt)/surplus 1347.571 Independent Examiner- Beverley Hughes FICB Institute of Certified Bookkeepers Date: 28 Ortober 2024
Lions Club of Tavi5tock Chari Balance Sheet As at 30th June 2024 Account Opening bank balances 1st July 2023 Charity Account Charity Savings 347.61 1.36 348.97 Net surplus / (deficitl (347.571 Closing balance 30th June 2024 Re Closing bank balances 30th June 2024 Charity Account Charity Savings C105ed 1.40 1.40 Independent Examiner= Beverley Hughes FICB Institute of Certified Bookkeeper5 Date.. 28 October 2024
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Lions Club of Tavistock On accounts for the year ended 30 June 2024 Charity no (if any) 1193186 Set out on pages I report to the trustees on my examination of the accounts of the above charity {'the Trust") for the year ended 3010612024. Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance wrth the requirements of the Charities Act 2011 ('the Acr). I report in resFÉLX of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charrty Commission undei section 145{5)(b) of the Act. I have completed my examination. I confimi that no material matters have come to my attention { ") in connection with the examination whiGh gives me cause to believe that in, any material respect.. accounting records were not kept in accordance with section 130 of the Art or the accounts do not accord wtlh the accounting records Independont examiner's statement I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understsnding of the accounts to be reached. Please delete the words in the brackets rfthey do not apply. Signed: Date: 2811012024 Name: Beverley Hughes Relevant professional qualification(sl or body (if any): Address: 7 Trinty Close, Bere Alston, Yelverton, Devon, PL20 7BD IER October 2018
Section B Disclosure Only complete rf the examiner needs to highlight matters of concern (see CC32. Independent examination of charity accounts.. directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER October 2018