Trustees’ Annual Report for the period
From 01.07.2022 Period start date To 30.06.2023 Period end date
Charity name: Glantawe (Swansea Valley) Lions Club
Charity registration number:1196210
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Primary Purpose – to help and serve individuals and groups within the Swansea Valley. Secondary purpose – to aid projects abroad designated by Lions Clubs International |
| S and groups within the Swansea Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
During the 12 months we made up food parcels, for the needy; helped with the Morriston Hospital Burns Unit Christmas Party; held monthly coffee mornings for the needy. Supervised Leader in Service meetings with the local Girl Guides. Our 4 Tree of Light services allow family and friends to remember loved ones. Donated monies to LCIF for use abroad. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | As a club we have been in existence for nearly 50 years,and have used our own judgement when allocating funds |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | Club members review each request and then take a vote on whether to support it or not. Generally, we do not support national charities. |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | All of the club members are volunteers and pay a subscription to be a member. Generally, members spend at least 5 hours each on Lions work |
Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Nearly 200 families benefitted from our food parcels at Christmas. 50 children were given £10 vouchers at the Burns unit Christmas Party. Over 200 families were able to remember loved ones who had passed. Several guides were given YLS awards. About 15 lonely people meet every month and play games and have talks. |
Additional information (optional)
| Additional information (optional) | Additional information (optional) | Additional information (optional) |
|---|---|---|
| You may choose to include further statements where relevant about: | ||
| Achievements against objectives set |
Para 1.41 | Generally, we do not set objectives, we look at every request and react accordingly. We have projects that have been long in existence like the food parcels and the trees of light. |
| Performance of fundraising activities against objectives set |
Para 1.41 | Again we do not set objectives. We put on fund raising events so that we have monies available to meet any successful requests. |
| Investment performance against objectives |
Para 1.41 | We do not invest. |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At the end of June 2023 we had a cash balance of £7741 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We do not specifically hold reserves. We know our likely spend during the forthcoming year and try and raise funds so that we can meet that liability |
| Amount of reserves held | Para 1.22 | 0 |
| Reasons for holding zero reserves |
Para 1.22 | See above |
| Details of fund materially in deficit |
Para 1.24 | No fund is in deficit |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | The club has been in existence for nearly 50 years, and hopefully will continue for the next 50 years |
Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising) |
Para 1.47 |
Local business donations. Fund raising events. Supermarket collections |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | We do not have an investment policy |
| A description of the principal risks facing the charity |
Para 1.46 | Currently, rising inflation means that the cost of our food parcel project is rising considerably. Since Covid it is more difficult to receive Supermarket collection spots. |
| r |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Lions Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Volunteers from within club members |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
Nil |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Glantawe (Swansea Valley) Lions Club is a branch club of the worldwide organisation Lions Clubs International. |
| Relationship with any related parties |
Para 1.51 | Nil |
| Other |
Reference and Administrative details
| Charity name | Glantawe (Swansea Valley) Lions Club |
|---|---|
| Other name the charity uses | Original name was Glantawe Lions Club |
| Registered charity number | 1196210 |
| Charity’s principal address | 512 Heol Las, Birchgrove, SWANSEA SA7 9DX |
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) |
|---|---|---|---|---|
| Rhian Williams | President | Whole Year | ||
| Malcolm Curtis | Secretary | Whole Year | ||
| Malcolm Jones | Treasurer | Whole Year | ||
| WendyDemaid | Whole Year | |||
| Gaynor Thomas | Whole Year | |||
| Michael Sheldon | Whole Year | |||
– Corporate trustees names of the directors at the date the report was approved Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signed on behalf of the harity’s trustees |
||
|---|---|---|
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
Malcolm Curtis | |
| Malcolm Curtis | ||
| Secretary | ||
| 24/10/24 | ||
| 24/10/24 |
GLANTAWE ( SWANSEA VALLEY ) LIONS CLUB ( CIO ) Receipts and Payments Account
Reg No 1196210 for the year 1 july 2022 to 30 june 2023
| 12 mths | 8 mths | ||||
|---|---|---|---|---|---|
| Admin |
Actvity |
30/6/23 | 30/6/22 | ||
| Receipts | |||||
| Membership subscriptons | 1055.00 | 1055.00 | 620.00 | ||
| Donatons | 2131.27 | 2792.36 | 4923.63 | 2024.53 | |
| Legacies | |||||
| Gif Aid | |||||
| Other | rafes and fnes | 47.27 | 47.27 | 40.50 | |
| club charter | 0.00 | 0.00 | 1011.80 | ||
| miscellaneous | 50.00 | 50.00 | 0.00 | ||
| Grants | |||||
| Fundraising ( gross ) | 7707.24 | 7707.24 | 2649.57 | ||
| Investment income | |||||
| Prior year adjustment | 230.01 | 230.01 | |||
| Total Gross Income | **3283.54 ** | 10729.61 | 14013.15 | 6346.40 | |
| Asset sales | |||||
| Investment sales | |||||
| Total Receipts | 3283.54 | 10729.61 | 14013.15 | 6346.40 | |
| Payments | |||||
| Charitable | payments | 9225.33 | 9225.33 | 7747.38 | |
| Other | club dues | 907.88 | 907.88 | 603.71 | |
| club charter | 212.00 | 212.00 | 1024.37 | ||
| miscellaneous | 1.95 | 61.48 | 63.43 | 158.45 | |
| Fundraising expenses | 3190.16 | 3190.16 | 176.98 | ||
| Total Gross Expendit | **1121.83 ** | 12476.97 | 13598.80 | 9710.89 | |
| Asset purchases | 133.00 | 266.00 | 399.00 | 418.99 | |
| Investment purchases | |||||
| Total Payments | 1254.83 | 12742.97 | 13997.80 | 10129.88 | |
| **Net of receipts (paym 2028.71 ** | -2013.36 | 15.35 | -3783.48 | ||
| Transfer | closed club assets | 0.00 | 11509.21 | ||
| Cash funds last year | 450.90 | 7274.83 | 7725.73 | 0.00 | |
| Cash funds this year | 2479.61 | 5261.47 | £7,741.08 | £7,725.73 | |
| GLANTAWE ( SWANSEA VALLEY ) | LIONS CLUB ( CIO | ) |
Reg No 1196210 | ||
| Statement of Assets and Liabilities | at the year end 30 june 2023 | ||||
| Admin |
Actvity |
30/6/23 | 30/6/22 | ||
| Cash funds | |||||
| Bank current account | 2479.61 | 4691.46 | 7171.07 | 7725.73 |
| Cash in hand Paypal account Total cash funds Other monetary assets Investment assets Non monetary assets Liabilitiea |
390.00 180.01 2,479.61 5,261.47 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 |
390.00 180.01 £7,741.08 0.00 £0.00 0.00 £0.00 0.00 £0.00 0.00 £0.00 |
£7,725.73 | £7,725.73 |
|---|---|---|---|---|
| 0.00 £0.00 |
||||
| 0.00 £0.00 |
||||
| 0.00 £0.00 |
||||
| 0.00 £0.00 |
The receipts and payments account and statement of assets and liabilities ( these financial statements ) were approved by the trustees on
Signed on behalf of the trustees