## **Trustees' Annual Re ort for the eriod p p** 

Period start date Period end date Day Month Year Day Month Year 01 07 2023 30 06 2024 **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** 2A Springfield Bradford-on-Avon Wiltshire **Postcode BA15 1BB** 

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

|1 <br>2 <br>3 <br>4 <br>5 <br>6 <br>7<br>8|**Trustee name**|**Office (if any)**|**Dates acted if not for whole year**|**Name of person (or body) entitled to**<br>**appoint trustee (ifany)**|
|---|---|---|---|---|
||Phil Courage|President|||
||Mark Rawson|Treasurer|||
||Keith Yates|Secretary|||
||Bob Farrimond||||
||Richard Bloom||||
||Mike Sullivan||||
||Lynn O’Pray||||



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

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

CIO Association Constitution Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted (eg. trust, association, company) Volunteer vetting and voting (election) Trustee selection methods (eg. appointed by, elected by) 

Club Policies: You **may choose** to include The Club has written policies covering additional information, where The policy topics are: - relevant, about: Safeguarding  policies and procedures Grant making **TAR** 1 

Dec **2024** 



adopted for the induction and Disability and accessibility 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** 

The objects of the club are such purposes as are exclusively charitable in England & Wales, including in particular: 

1. The advancement of citizenship. 

**Summary of the objects of the charity set out in its governing document** 

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** : 

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; 

Dec **2024** 

**TAR** 

2 



## **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 

## **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 

## **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 

Our membership stands at  19 members **Summary of the main achievements of the charity** Bradford-on-Avon Lions Club CIO continues to improve the community **during the year** 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 Fund-Raising 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, a new initiative called Crafts, Choirs, Crafts and Cakes encouraging music making and community involvemnt 

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** 

The club has an ‘Activities and Charity’ account into which all **Brief statement of the charity’s** proceeds from events are paid. We maintain a reserve fund in **policy on reserves** which we maintain sufficient money to be able to cover the predicted expenses of any planned events. 

Dec **2024** 

**TAR** 

3 



**Details of any funds materially** None **in deficit** 

## **Section G                    Declaration** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

**Signature(s)** Keith Yates -Secretary **Full name(s)** PhilCourage -President **Position (eg Secretary, Chair,** President **etc) Date** 5-12-2024 

Dec **2024** 

**TAR** 

4 



||**Charity Name**|**Charity Name**|**Charity Name**|**Charity Name**|**Charity Name**|**No (if any)**|**No (if any)**||**CC16a**|
|---|---|---|---|---|---|---|---|---|---|
||<br>**Bradford-on-Avon Lions Club(CIO)**|||||<br>**1195385**||||
||**Receipts andpayments accounts**|||||||||
||**For the period**<br>**from**||Period start date||**To**||Period end date|||
||||1/7/23||||30/06/2024|||
|||||||||||
|**Section A Receipts and payments**||||||||||
||**Unrestricted**<br>**funds**||**Restricted**<br>**funds**||**Endowment**<br>**funds**||**Total funds**||**Last year**|
||**to the nearest**<br>**£**||**to the nearest £**||**to the nearest £**||**to the nearest £**||**to the nearest £**|
|**A1 Receipts**||||||||||
|<br>**Income from Activities Account**|||**-**||**-**||**-**||**-**|
|Event income|**13,323**||**-**||**-**||**13,323**||**-**|
|Car Boot receipts|**1,513**||**-**||**-**||**1,513**||**-**|
|HMRC(Gift Aid)|**2,021**||**-**||**-**||**2,021**||**-**|
|Other Activities Income|**2,056**||**-**||**-**||**2,056**||**-**|
||**- 0**||**-**||**-**||**-**||**-**|
|Income Admin Account|**- 0**||**-**||**-**||**-**||**-**|
|Subs|**1,572**||||||**1,572**|||
|Charter Lunch|**2,183**||||||**2,183**|||
|Other Admin Income|**1,707**||||||**1,707**|||
||||||||**-**|||
|Income Charity Account|||||||**-**|||
|**Donation**|**20**||||||**20**|||
||**- 0**||||||**-**|||
||**- 0**||||||**-**|||
||**- 0**||||||**-**|||
||**- 0**||||||**-**|||
||||||||**-**|||
||**- 0**||**-**||**-**||**-**||**-**|
|**_Sub total_**_(Gross income for_<br>_AR)_|<br>**24,395**||**-**||**-**||**24,395**||**-**|
|||||||||||
|**A2 Asset and investment**<br>**sales, (see table).**||||||||||
||**- 0**||**- 0**||**- 0**||**-**|||
||**- 0**||**- 0**||**- 0**||**-**||**- 0**|
|**_Sub total_**|<br>**- 0**||**- 0**||**- 0**||**-**||**- 0**|
|||||||||||
|**_Total receipts_ **|<br>**24,395**||**- 0**||**- 0**||**24,395**||**- 0**|
|||||||||||
|**A3 Payments**||||||||||
|<br>**Payment from Activities Account**|||**-**||**-**||**-**||**-**|
|Charitable Donations|**8,250**||**-**||**-**||**8,250**||**-**|
|Rent|**945**||**-**||**-**||**945**||**-**|
|Insurance & legal fees|**587**||**-**||**-**||**587**||**-**|
|Other Expenses|**7,793**||**-**||**-**||**7,793**||**-**|
||**148**||||||**148**|||
|Payments from Admin Account|**- 0**||**-**||**-**||**-**||**-**|
|Lions International|**1,837**||||||**1,837**|||
|Charter Lunches|**1,777**||||||**1,777**|||
|Other Expenses|**478**||**-**||**-**||**478**||**-**|
||**- 0**||||||**-**|||
|Payment from CharityAccount|**247**||||||**247**|||
||**- 0**||||||**-**|||
||||**-**||**-**||**-**||**-**|
||||||||**-**|||
||||||||**-**|||
||**- 0**||||||**-**|||
||**- 0**||||||**-**|||
||**- 0**||||||**-**|||
||**- 0**||||||**-**|||
||**- 0**||||||**-**|||
||**- 0**||||||**-**|||
||**- 0**||||||**-**|||



CCXX R1 accounts (SS) 

06/03/2023 

1 



||**- 0**||||||**-**|||
|---|---|---|---|---|---|---|---|---|---|
||||**-**||**-**||**-**||**-**|
|**_Sub total_ **|<br>**22,062**||**-**||**-**||**22,062**||**-**|
|||||||||||
|**A4 Asset and investment**<br>**purchases, (see table)**||||||||||
||**- 0**||**- 0**||**- 0**||**-**|||
||**- 0**||**- 0**||**- 0**||**-**|||
|**_Sub total_ **|<br>**- 0**||**- 0**||**- 0**||**-**||**- 0**|
|||||||||||
|**_Totalpayments_ **|<br>**22,062**||**- 0**||**- 0**||**22,062**||**- 0**|
|||||||||||
|**_Net of receipts/(payments)_ **|<br>**2,333**||**-**||**-**||**2,333**||**-**|
|**A5 Transfers between funds**|**- 0**||**-**||**-**||**-**||**-**|
|**A6 Cash funds last year end**|**- 0**||**-**||**-**||**-**||**-**|
|<br>**_Cash funds thisyear end_ **|<br>**2,333**||**-**||**-**||**2,333**||**-**|
|||||||||||
|||||||||||
|**Section B Statement of assets and liabilities at the end of**|||||||**the period**|||
|**Categories**|**Details**||||**Unrestricted**<br>**funds**||**Restricted**<br>**funds**||**Endowment**<br>**funds**|
||||||**to nearest £**||**to nearest £**||**to nearest £**|
|**B1 Cash funds**|Activities bank account||||**12,482**||**-**||**-**|
||Administration bank account||||**2,010**||**-**||**-**|
||Charitity bank account||||**-**||**-**||**-**|
||**_Total cash funds_**||||**14,492**||**-**||**-**|
||(agree balances with receipts and<br>payments account(s))||||Agreement<br>Error||||OK|
|Signed by one or two trustees on<br>behalf of all the trustees|Signature||||Print Name||||Date of<br>approval|
||Phil Courage||||Philip Courage||||14-12-24|
||Mark Rawson||||Mark Rawson||||14-12-24|



CCXX R2 accounts (SS) 

06/03/2023 

2