Trustees’ Annual Report for the period
Period start date 01 July 2022 Period end date 30 June 2023
Charity name: Grimsby Cleethorpes Lions Club (CIO)
Charity registration number: 1196992
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The advancement of citizenship, promoting the voluntary sector for public benefit, the relief of poverty and providing humanitarian aid. The advancement of health or the saving of lives by helping to prevent or manage health issues. |
| 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 |
Promoting the conservation, protection and improvement of the environment, promoting community participation in healthy recreation. None so far as the anticipated start date id 13th July 2023 |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Yes |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers
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 | None so far as anticipated start date 13 July 2023 |
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
|
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | No activities undertaken, no review |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | No activities undertaken |
| Amount of reserves held | Para 1.22 | None |
| Reasons for holding zero reserves |
Para 1.22 | No activities undertaken |
| Details of fund materially in deficit |
Para 1.24 | NIL |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | No uncertainties |
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 |
Future activities will be but not limited to: Quiz Nights, Charity Golf Days, On Street Collections and Store Collections (e.g. Tesco). |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | None |
| A description of the principal risks facing the charity |
Para 1.46 | None |
| Other | NA |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Charter granted by International Association of Lions Clubs |
| 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 | Clauses 13 to 17 of Lions Club Constitution for a CIO. |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and Para 1.51 training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | Grimsby Cleethorpes Lions Club (CIO) |
|---|---|
| Other name the charity uses | None |
| Registered charity number | 1196992 |
| Charity’s principal address | C/O Waltham Windmill Golf Club, Cheapside Waltham DN37 0HT |
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 |
|---|---|---|---|
| Mark Robinson | Chair | Commencing13/07/2023 | |
| John Couldstone | Secretary | Commencing13/07/2023 | |
| William Phillipson | Treasurer | Commencing13/07/2023 | |
– Corporate trustees names of the directors at the date the report was approved Director name NONE
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| NONE | ||
Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity |
None |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
None |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
None |
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of adviser Name
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
Signature(s) Full name(s) William Phillipson Position (eg Secretary, Chair, etc) Treasurer Date 13/11/23