Trustees’ Annual Report for the period
From 1/7/2023 Period start date To: 30/6/2024 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 another £3000 this year. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Throughout the year, the Trustees have paid regard to the Charity Commission's guidance on public benefit in dealing 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 900 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 £11730. Expenditure on Grants exceed income by £2000, as donations made in 23-24 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 £18771 and expenditure increasing from £18,222 to £20531 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 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) |
|---|---|---|---|---|
| Mandy Hamilton | President 23-24 | 1/7/2023 to 30/9/2023 | Club Constitution or by Club Member vote. |
|
| Steve Griggs | Secretary23-24 | |||
| Phil Robinson | Treasurer 23-24 | |||
| Phil Robinson | 1stVice President 23-24 |
Acted as President 1/10/2023 to 30/6/2024 |
||
| Jackie Robinson | Club Appointed | |||
| Rosie Francklin | Club Appointed | |||
| Steve Carley | Club Appointed Trustee Immediate Past President |
|||
| Robert Prebble | Club Member | |||
| Jacquie Prebble | Welfare Chair | |||
– 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 |
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) Steve Griggs Phil Robinson Full name(s) Steve Griggs Position (eg Secretary, Secretary 23-24 Treasurer & 1[st] Vice President 23-24 Chair, etc) Date
Thanet Lions Club CIO 1172641
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|---|---|---|---|---|---|---|---|
|Receipts and payments accounts|CC16a|
|For the period|Period start date|Period end date|
|To|
|from|7/1/2023|6/30/2024|
|ee|ee|ee|
|Section A Receipts and payments|
|Unrestricted|Restricted|Endowment|
|Total funds|Last year|
|funds|funds|funds|
|to the nearest £|to the nearest £|to the nearest £|to the nearest £|to the nearest £|
|A1 Receipts|
|Quiz Income|2,449|-|2,449|2,711|
|Boot Fair Income|3,623|-|3,623|5,010|
|Other Fundraising Income|788|3,510|-|4,298|3,946|
|Libra|2,468|-|2,468|3,214|
|Donations|906|-|906|1,085|
|250 Club Receipts|860|-|860|980|
|Gift Aid Claimed|634|-|634|1,567|
|Grants Received|500|-|500|1,500|
|Interest|44|-|44|35|
|Members Subscriptions|1,926|1,926|2,134|
|Members Charter Dinner Income|1,063|-|1,063|704|
|Sub total|(Gross income for|
|12,293|6,478|-|18,771|22,886|
|AR)|
|A2 Asset and investment sales,|
|(see table).|
|None|-|-|-|-|
|None|-|-|-|-|-|
|Sub total|-|-|-|-|-|
|—————|Total receipts|12,293|6,478|-|18,771|22,886|
|A3 Payments|
|Costs of Fundraising|1,504|118|-|1,622|1,557|
|Grants Made UK|7,731|4,005|-|11,736|11,549|
|Grants made International|500|500|700|
|Lions Clubs Subscriptions|1,695|-|1,695|1,538|
|Lions Club Administration Cost from|
|Subscriptions|830|-|830|1,455|
|Lions Club Charter Dinner|1,063|-|1,063|695|
|250 Club Payments|617|-|617|638|
|Libra Donation|2,468|-|2,468|3,697|
|-|-|-|
|-|-|-|
|Sub total|[ 13,940 ]|6,591|-|20,531|21,829|
|A4 Asset and investment|
|purchases,|(see table)|
|-|-|-|-|
|-|-|-|-|
|Sub total|[ - ]|-|-|-|-|
|—|Total payments|—————|13,940|6,591|-|20,531|21,829|
|Net of receipts/(payments)|- 1,647|- 113|- - 1,760|1,057|
|A5 Transfers between funds|-|-|-|
|A6 Cash funds last year end|10,449|1,493|-|11,942|
|250 Club Last Year end|2,027|- -|2,027|
|Reserves Last Year End|1,548|- -|1,548|-|
|12,377|1,380|13,757|
|s=>>=|
|Cash funds this year end|10,350|1,380|- 11,730|
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CCXX R1 accounts (SS)
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| 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 250 Club Nat West CAF Club Reserves Details Details Double Garage Equipment Gazebo Branded, PC , ~~Projectors~~ Details None Signature |
Unrestricted funds Restricted funds to nearest £ to nearest £ 6,495 1,380 2,269 - 1,586 - 10,350 1,380 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 |
Total to nearest £ |
| 7,875 | |||
| 2,269 | |||
| 1,586 | |||
| 11,730 | |||
| Endowment funds to nearest £ |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| 1,000 | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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CCXX R2 accounts (SS)
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