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2023-06-30-accounts

Trustees’ Annual Report for the period

From 1/7/2022 Period start date To: 30/6/2023 Period end date

Charity name: Thanet Lions Club CIO

Charity registration number:1172641

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 The Club is a member of the
International Association of Lions
Clubs, and was established as a
Charitable Incorporated Organisation
(CIO) on 17th April 2017.
Thanet Lions Club was formed in 1967;
its purpose is through service and
financial support to provide help for
those in need.
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		 Fundraising, primarily in the Thanet
area, provides the financial support and
as a consequence most of the funds
raised are spent locally. However, the
Club does support Lions Charities in the
UK and overseas. Our principle
Fundraising activities include running a
Boot Fair at a local school where the
funds raised are split with the school to
support disadvantaged Children and
provided the main funds for our
Christmas Vouchers for needy families.
Quiz Night and Easter and Christmas
Basket Raffles where the funds raised
as spent on a variety of both local
projects and International Disaster relief
via Lions International Foundation.
In this year we also started a project to
raise funds specifically for Lions
International Blood Research appeal (
LIBRA) where research is conducted
into Blood Cancer. This has been very
successful raising over £3000 this year
and it will continue in 2023-24 year.
Thanet Lions have also continued its
service support by providing 350 hours
marshalling support at Covid centres
and Doctor surgeries in Thanet
Statement confirming
whether the trustees have
had regard to the guidance		 Para 1.18 Throughout the year, the Trustees have
paid regard to the Charity Commission's
guidance on public benefit in dealing
issued by the Charity
Commission on public
benefit		 with the objectives and activities of the
Club.
The Club relies on the surpluses made
on fundraising events, grants from
various bodies, and on occasional
donations from its members and the
public, to provide the funds with which
to carry out its objectives. All
administrative expenses of the Club are
met from subscriptions paid by its
members. There has been no change in
these policies during the year.
From time to time as appropriate, the
Club works closely with other local and
national agencies, with other Lions
Clubs, and with Lions Clubs
International to achieve its objectives.
Additional information (optional)
You may choose to include further statements		 where relevant about:
SORP reference
Policy on grant making Para 1.38 All requests for support are assessed
by our Welfare committee and then
brought to the club for a decision. The
Trustees then check and issue
agreement to all funds granted, which
are noted in the minutes of the monthly
business meeting.
Policy on social investment
including program related
investment		 Para 1.38 We do not undertake this activity
Contribution made by
volunteers		 Para 1.38 All Activities of TLC CIO are undertaken
by Club members as Volunteers who
organise and run events and assess and
recommend Grant support.
We also welcome the support of non-
members ‘Lions Friends’ to help at
some events.
The Charity has provided over 1000
volunteer hours of service in support of
the Thanet Community this year serving
in the region of 20,000 people.
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 We have worked with Local Agencies to
provide grants to families in need who
whilst often being housed are not given
any support for furniture or white
goods. We have also given over 1000
Emergency bottles (MIAB) in the year to
provide safety backup for vulnerable
people in their own homes. The Bottles
contain medical and contact information
of the vulnerable person.
We continue our eye Glasses recycling
project and have expanded this year to
further sites in SpecSavers and Vision
Express. This service means no eye
glasses collected by Lions are sent to
Landfill.

Financial Review

Review of the charity’s
financial position at the end
of the period		 Para 1.21 The Charities position is sound at the
year end with £15519. Expenditure on
Grants exceed income by £624, as
donations made in 21-22 were donated
in 22-23 The Club has no Financial
liabilities except for Insurance on a
Freehold owned Garage
We always seek to spend the funds we
raise in helping people. The Charity has
not had to call on its reserves in the
year
Income was up on 22-23 from £21163 to
£22992 and expenditure increasing from
£18,222 to £23,616 which shows we
have been able to help more people in
need this year.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 The main purpose of our Reserve Fund
is to ensure our annual costs of
Insurance on our Storage Garage and
any repairs that may be required are
covered.
In addition, should a major disaster
happen in the world we have a backup
to enable us to react quickly whilst
raising funds to replace the reserve.
Amount of reserves held Para 1.22 £1500
Reasons for holding zero
reserves		 Para 1.22 N/A
Details of fund materially in
deficit		 Para 1.24 N/A
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 None
Additional information (optional)
You may choose to include further statements		 Additional information (optional)
You may choose to include further statements		 where relevant about:
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46 The Charity does not make any
investments.
A description of the principal
risks facing the charity		 Para 1.46 The principle risk is the number and
availability of volunteers to run the
charity and conduct Fundraising
events/Projects.
Volunteer promotion is carried out via
Social Media and via various marketing
avenues. Most new members join the
club as a result of a personal interaction
with a club member.
Other

Structure, Governance and Management

Description of charity’s
trusts:		 CIO
Type of governing document
(trust deed, royal charter)		 Para 1.25 CIO Standard Lions Document
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 Charitable Incorporated Organisation
Standard Lions CIO Constitution and
ByLaws
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 Three Trustees are appointed through
Officer Positions President, Secretary
and Treasurer. Another 3 are appointed
by invitation of the Trustees . Heads of
Welfare and Fundraising and First Vice
President. And a further 2 or 3 are
offered to Club Members to apply, and
are selected by agreement of the whole
club.
All Club positions are appointed
annually by the Club each March for the
following year.
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 Trustee meetings are held at least
annually and Trustees discuss all
Grants made at each monthly Club
Meeting. New Trustees are supported to
attend Lions District training each May,
and are given So you want to be a
Trustee Booklet and asked to undertake
the Charity Commission Trustee Quiz
Relationship with any
related parties		 Para 1.51 The Club is a member of the
International Association of Lions
Clubs, and was established as a
Charitable Incorporated Organisation
(CIO) on 17th April 2017.
Other

Reference and Administrative details

Charity name Thanet Lions Club CIO
Other name the charity uses
Registered charity number 1172641
Charity’s principal address 1 Kingsgate Court
99 Kingsgate Avenue
Broadstairs CT10 3LH

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 (if any)
Jacquie Prebble President 22-23 Club Constitution or by Club
Member vote.
Robert Prebble Secretary22-23
Phil Robinson Treasurer 22-23
Mandy Hamilton 1stVice President
22-23
Jackie Robinson Club Appointed
Steve Griggs Club Appointed
Rosie Franklin Club Appointed
Steve Carley Club Appointed
Trustee Immediate
Past President

– Corporate trustees names of the directors at the date the report was approved

Director name N?A

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 None held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N?A 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		 Type of
adviser
Name
Address		 Type of
adviser
Name
Address
N/A
Name of chief executive or names of senior staff members (Optional information)
N/A

N/A

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

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)
Position (eg Secretary,
Chair, etc)
Date
Jacquie Leigh Prebble Phil Robinson

Club President 22-23		 Treasurer 22-23
Thanet Lions Club CIO Thanet Lions Club CIO Thanet Lions Club CIO 1172641 1172641 1172641 CC16a
For the period
from		 Period start date
7/1/2022		 To Period end date
6/30/2023
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest £
2,711
5,010
3,946
-
985
980
1,567
-
35
2,134
704
18,072
-
-
-
18,072
1,322
7,301
600
1,538
1,455
695
638
-
-
-
13,549
-
-
-
13,549
4,523
-
7,988
1,685
1,513
15,709
14,024		 Restricted
funds
to the nearest £
-
-
3,214
100
-
-
1,500
-
-
4,814
-
-
-
4,814
235
4,248
100
-
-
-
-
3,697
-
-
8,280
-
-
-
8,280
- 3,466
-
4,959
-
-
1,493
1,493		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
2,711
5,010
3,946
3,214
1,085
980
1,567
1,500
35
2,134
704
22,886
-
-
-
22,886
1,557
11,549
700
1,538
1,455
695
638
3,697
-
-
21,829
-
-
-
21,829
1,057
-
12,947
1,685
1,513
17,202		 Last year
to the nearest £
Quiz Income 2,711 2,500
Boot Fair Income 5,010 5,000
Other FundraisingIncome 3,946 3,000
Libra - 72
Donations 985 100
250 Club Receipts 980 920
Gift Aid Claimed 1,567 -
Grants Received - 6,089
Interest 35 -
Members Subscriptions 2,134 1,850
Members Charter Dinner Income 704 1,632
Sub total(Gross income for
AR)		 18,072 21,163
A2 Asset and investment sales,
(see table).
None -
None - -
Sub total - -
Total receipts
A3 Payments
21,163
Costs of Fundraising 1,322 1,776
Grants Made UK 7,301 10,188
Grants made International 600 2,000
Lions Clubs Subscriptions 1,538 1,022
Lions Club Administration Cost from
Subscriptions		 1,455 832
Lions Club Charter Dinner 695 1,760
250 Club Payments 638 644
Libra Donation - -
- -
- -
**Sub total ** 13,549 18,222
A4 Asset and investment
purchases, (see table)
-
-
**Sub total ** - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
250 Club Last Year end
Reserves Last Year End
Cash funds this year end
18,222
2,941
-
-
14,024 1,493 - 15,517

CCXX R1 accounts (SS)

1

Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period
Categories
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds		 Details
None
Details
Total cash funds
(agree balances with receipts and payments
account(s))
None
Caf Bank
Caf Reserves
Nat West 250
Details
Details
Double Garage
Equipment Gazebo Branded, PC ,
~~Projectors~~
Details
None
Signature		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
10,449
1,493
1,548
-
2,027
-
14,024
1,493
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
Charity
25,000
Charity
8,000
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
1,000
-
-
-
-
-
-
-
When due
(optional)
Date of
approval

CCXX R2 accounts (SS)

2