## **Trustees' Annual Report for the period** 

Period start date Period end date Day Month Year Day Month Year 01 07 2021 30 06 2022 

**From To** 


## Section A                        Reference and administration details 

**Charity name** Bradford-on-Avon Lions Club (CIO) 

**Other names charity is known by** 

**Registered charity number (if any)**[1195385] **Charity's principal address** 5 Huntingdon Rise Bradford-on-Avon Wiltshire **Postcode BA15 1RJ** 

## **Names of the charity trustees who manage the charity** 

**Name of person (or body) Dates acted if not for Trustee name Office (if any) entitled to appoint trustee (if whole year any)** 

1 Phil Courage President 

- 2 Richard Bloom Treasurer 3 Keith Yates Secretary 

- 4 Bob Farrimond 

- 5 Brian Hersee 

- 6 Ronald Plum 

- 7 Ian Tappenden 

## **Section B              Structure, governance and management** 

## **Description of the charity’s trusts** 

## Type of governing document 

(eg. trust deed, constitution) 

CIO Association Constitution 

How the charity is constituted 

(eg. trust, association, company) 

Trust 

Trustee selection methods 

(eg. appointed by, elected by) 

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Volunteer vetting and voting (election) 

You **may choose** to include additional information, 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; 

- trustees’ consideration of major risks and the system and procedures to manage them. 

Club Policies: The Club has written policies covering The policy topics are: - Safeguarding Grant making Disability and accessibility 

## **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: 

1. The advancement of citizenship. 

2. 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. 

3. Promoting volunteering. 

4. The relief of poverty and the relief of those in need in particular by providing humanitarian aid and disaster relief. 

5. 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. 

6. Promoting for the benefit of the public the conservation protection and improvement of the physical and natural environment. 

7. Promoting community participation in healthy recreation. 

## **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)** 

## **1. Advancement of citizenship** : 

By encouraging people to volunteer (e.g. providing youth volunteer opportunities by involving local cadet force in helping with Santa Float collections and their involvement helping organise and run stalls and activities for our annual fun day; by supporting and sponsoring local schools; by encouraging and rewarding young people in the community through our ‘Outstanding Young Person’ award. 

## **2.  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, etc** : 

March **2012** 

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By making grants to charities and supporting them in their charitable activities eg Wateraid by liaising with other bodies and volunteers (e.g. liaising and working with the ambulance service, fire service and police in relation to the "Message in a Bottle" scheme; by working with the Local Town Council to help decorate our town at Christmas time by the donation of a lit decorated Christmas tree. 

## **3. Promoting volunteering:** 

By recruiting new Lion members and ‘Friends’ to support volunteering; encouraging members of the wider community to volunteer to support Lions events; by providing volunteering opportunities and leadership experiences for young people through our involvement with the local cadet force; 

## **4. Relief of poverty and relief of those in need:** 

By providing funds to help to reduce poverty eg Christmas food vouchers for needy families, Help to local young mother to carpet her house Purchase of an I Pad to enable young person to continue studying. 

## **5. Advancement of Health** 

By promoting and implementing the ‘Message in a Bottle’ scheme; participating in the Lions Recycle Spectacles  for  Sight’  scheme;  collecting  hearing  aids  for  re-use;  donating  to  Lions  Sight  Savers; donating to WaterAid, and Brain Tumour Charity; donate to Carers Support Wiltshire; donating to local children’s hospice. 

## **6. Promoting for the benefit of the public the conservation, protection and improvement of the natural environment** 

Giving donation to local school to develop wildlife pond Sponsoring a large ‘Planter’ in the centre of the town for residents and visitors to enjoy; 

## **7. Promoting Community Participation in Healthy Recreation** 

Inclusion of children’s sports in our annual Fun Day. Annual community event The Fun Run’s,  including a 2K Run, Walk, Toddle     or Push to encourage participation from families with young children or those with disabilities.   Annual Easter egg trail for under 12s 

## Section D                      Achievements and performance 

**Summary of the main achievements of the charity during the year** 

We have increased our membership and now have 22 members 

Bradford-on-Avon Lions Club CIO continues to improve the community in which we live and the lives of individuals within that community in the ways shown above. 

In addition we support the humanitarian work of Lions Club international –in particular by  donating to disaster funds in different parts of the world through Lions Clubs. We also support national appeals –eg Royal British Legion poppy appeal, Wateraid, etc 

To enable this to happen, the club runs a number of FundRaising events –in particular the Santa Run for 10 nights before Christmas, our Fun Day and Giant Car Boot Sale - –the largest annual event in Bradford-on-Avon, the Fun Run attracting approx. 200 runners –including those with disabilities and very young children, and our Art & Craft Show. 

March **2012** 

**TAR** 

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## Section D                      Achievements and performance 

Our Club makes life better for our community by organising town events, supporting young people and using any money raised to improve the lives of it’s citizens. 

## **Section E                    Financial review** 

**Brief statement of the charity’s policy on reserves** 

The club has an ‘Activities’ account into which all proceeds from events are paid. This is our reserve fund in which we maintain sufficient funds to be able to cover the predicted expenses of any planned events – the amount kept back to be decided by the trustees allowing surplus funds to be transferred to our Charities Account. 

**Details of any funds materially in deficit** 

None 

## **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)** 

**Position (eg Secretary, Chair, etc)** 

**Date** 

March **2012** 

**TAR** 

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||**Charity Name**|**Charity Name**|**Charity Name**|**Charity Name**|**Charity Name**|**No(if any)**|**No(if any)**||**CC16a**|
|---|---|---|---|---|---|---|---|---|---|
||**Bradford-on-Avon Lions Club (CIO)**|||||**1195385**||||
||**Receipts andpayments accounts**|||||||||
||**For the period**<br>**from**||Period start date||**To**||Period end date|||
||||4-8-21||||30-6-22|||
|||||||||||
|**Section A Receipts and payments**||||||||||
||**Unrestricted**<br>**funds**||**Restricted funds**||**Endowment**<br>**funds**||**Total funds**||**Last year**|
||**to the nearest      £**||**to the nearest £**||**to the nearest £**||**to the nearest £**||**to the nearest £**|
|**A1 Receipts**||||||||||
|Income from activities|||**-**||**-**||**-**||**-**|
|Art exhibition|**1,198**||**-**||**-**||**1,198**||**-**|
|Christmas Float|**2,984**||**-**||**-**||**2,984**||**-**|
|Comedy night|**2,302**||**-**||**-**||**2,302**||**-**|
|Easter egg hunt|**148**||**-**||**-**||**148**||**-**|
|Fun Day 2021|**6,098**||**-**||**-**||**6,098**||**-**|
|Fun Day 2022|**7,475**||**-**||**-**||**7,475**||**-**|
|Fun Run 2021|**1,516**||||||**1,516**|||
|Fun Run 2022|**100**||||||**100**|||
|Other|**450**||||||**450**|||
|Total activity income 22271|||||||**-**|||
||||||||**-**|||
|Administration income|||||||**-**|||
|Members subscriptions|**2,284**||||||**2,284**|||
|Christmas party|**572**||||||**572**|||
|Handover 2022|**554**||||||**554**|||
|Other|**358**||||||**358**|||
|Total administration income.          £3768|||||||**-**|||
||**- 0**||**-**||**-**||**-**||**-**|
|**_Sub total_**_(Gross income for AR) _|<br>**26,039**||**-**||**-**||**26,039**||**-**|
|||||||||||
|**A2 Asset and investment sales,**<br>**(see table).**||||||||||
||**- 0**||**- 0**||**- 0**||**-**|||
||**- 0**||**- 0**||**- 0**||**-**||**- 0**|
|**_Sub total_**|<br>**- 0**||**- 0**||**- 0**||**-**||**- 0**|
|||||||||||
|**_Total receipts_ **|<br>**26,039**||**- 0**||**- 0**||**26,039**||**- 0**|
|||||||||||
|**A3 Payments**||||||||||
|Activities expenditure|||**-**||**-**||**-**||**-**|



CCXX R1 accounts (SS) 

06/03/2023 

1 



|Art Exhibition 2021|**733**||**-**||**-**||**733**||**-**|
|---|---|---|---|---|---|---|---|---|---|
|Art Exhibition 2022|**176**||**-**||**-**||**176**||**-**|
|Christmas Float|**519**||**-**||**-**||**519**||**-**|
|Comedy night|**1,452**||**-**||**-**||**1,452**||**-**|
|Easter egg hunt (Trfr to Charity A/C)|**148**||||||**148**|||
|Fun Day 2021|**2,549**||**-**||**-**||**2,549**||**-**|
|Fun day 2022|**3,465**||||||**3,465**|||
|Fun Run 2021|**435**||||||**435**|||
|Garage rental|**818**||**-**||**-**||**818**||**-**|
|Gazebos|**222**||||||**222**|||
|TRansfer to Charitable Trust Account|**8,454**||||||**8,454**|||
|Other|**274**||||||**274**|||
|Total activity expenditure.            £19245|||**-**||**-**||**-**||**-**|
||||||||**-**|||
|Administration expenditure|||||||**-**|||
|International dues|**706**||||||**706**|||
|Multi district dues|**567**||||||**567**|||
|District dues|**189**||||||**189**|||
|Insurance & legal fees|**44**||||||**44**|||
|Christmas party|**552**||||||**552**|||
|Handover 2022|**564**||||||**564**|||
|Room hire for meetings|**480**||||||**480**|||
|Other|**360**||||||**360**|||
|Total admin expenditure. £3462|||**-**||**-**||**-**||**-**|
|**_Sub total_ **|<br>**22,707**||**-**||**-**||**22,707**||**-**|
|||||||||||
|**A4 Asset and investment**<br>**purchases,(see table)**||||||||||
||**- 0**||**- 0**||**- 0**||**-**|||
||**- 0**||**- 0**||**- 0**||**-**|||
|**_Sub total_ **|<br>**- 0**||**- 0**||**- 0**||**-**||**- 0**|
|||||||||||
|**_Totalpayments_ **|<br>**22,707**||**- 0**||**- 0**||**22,707**||**- 0**|
|||||||||||
|**_Net of receipts/(payments)_ **|<br>**3,332**||**-**||**-**||**3,332**||**-**|
|**A5 Transfers between funds**|**- 0**||**-**||**-**||**-**||**-**|
|**A6 Cash funds lastyear end**|**- 0**||**-**||**-**||**-**||**-**|
|**_Cash funds thisyear end_ **|<br>**3,332**||**-**||**-**||**3,332**||**-**|
|||||||||||
|||||||||||
|**Section B Statement of assets and liabilities at the end of the period**||||||||||



CCXX R2 accounts (SS) 

06/03/2023 

2 



|**Categories**|**Details**||**Unrestricted**<br>**funds**||**Restricted funds**||**Endowment**<br>**funds**|
|---|---|---|---|---|---|---|---|
||||**to nearest £**||**to nearest £**||**to nearest £**|
|**B1 Cash funds**|Activities bank account||**5,127**||**-**||**-**|
||Administration bank account||**990**||**-**||**-**|
||Charitable Trust bank account||**7,037**||**-**||**-**|
||**_Total cash funds_**||**13,154**||**-**||**-**|
||(agree balances with receipts and payments<br>account(s))||Agreement Error||||OK|
||||**Unrestricted**<br>**funds**||**Restricted funds**||**Endowment**<br>**funds**|
||**Details**||**to nearest £**||**to nearest £**||**to nearest £**|
|**B2 Other monetary assets**|||**-**||**-**||**-**|
||||**-**||**-**||**-**|
||||**-**||**-**||**-**|
||||**-**||**-**||**-**|
||||**-**||**-**||**-**|
||||**-**||**-**||**-**|
|||||||||
||**Details**||**Fund to which asset**<br>**belongs**||**Cost (optional)**||**Current value**<br>**(optional)**|
|**B3 Investment assets**|||||**-**||**-**|
||||||**-**||**-**|
||||||**-**||**-**|
||||||**-**||**-**|
||||||**-**||**-**|
|||||||||
||**Details**||**Fund to which asset**<br>**belongs**||**Cost (optional)**||**Current value**<br>**(optional)**|
|**B4 Assets retained for the**<br>**charity’s own use**|||||**-**||**-**|
||||||**-**||**-**|
||||||**-**||**-**|
||||||**-**||**-**|
||||||**-**||**-**|



CCXX R3 accounts (SS) 

06/03/2023 

3 



||||||||**-**||**-**|
|---|---|---|---|---|---|---|---|---|---|
||||||||**-**||**-**|
||||||||**-**||**-**|
||||||||**-**||**-**|
|||||||||||
||**Details**||||**Fund to which**<br>**liability relates**||**Amount due**<br>**(optional)**||**When due**<br>**(optional)**|
|**B5 Liabilities**|||||||**-**|||
||||||||**-**|||
||||||||**-**|||
||||||||**-**|||
||||||||**-**|||
|||||||||||
|Signed by one or two trustees on behalf<br>of all the trustees|Signature||||Print Name||||Date of approval|
||Phil Courage||||Philip Courage||||6-3-23|
||Richard Bloom||||Richard Bloom||||**6-3-23**|



CCXX R4 accounts (SS) 

06/03/2023 

4 



I certify that the Accounts of Bradford on Avon Lions Club for
2021-22 have been checked and appear to reflect the true position
of the Club's finances.
Incorporating:_
Activities Account
Administration Account
Business Call Account
Charitable Trust / Charities Account
.... LeL£f<
23