OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator. This document is also available as Markdown.

← The Lions Club Of Tynedale

2024-06-30-accounts

Trustees’ Annual Report for the period

From 1[st] July 2023 to 30[th] June 2024

Charity name: Lions Club of Tynedale Charity registration number: 1173322

Objectives and Activities

Summary of the purposes of
the charity as set out in its
governing document		 3.1 The Objects of the Club are such purposes as are
exclusively charitable in England & Wales, including in
particular:
3.1.1 the advancement of citizenship by:
3.1.1.1 promoting the principles of good
citizenship;
3.1.1.2 encouraging members to take an active
interest in the civic, cultural, social and
moral welfare of the community;
3.1.1.3 providing a forum for the open
discussion of all matters of public
interest; provided that partisan politics
and sectarian religion shall not be
debated by members;
3.1.1.4 encouraging service-minded people to
serve their community without
personal reward and encouraging the
promotion of high ethical standards in
commerce, industry, professions,
public works and private endeavours;
3.1.1.5 supporting youth to develop their
skills, capacities and capabilities to
enable them to participate in society as
mature and responsible individuals;
3.1.2 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;
3.1.3 promoting volunteering;
3.1.4 the relief of poverty and the relief of those in
need in particular by providing humanitarian
aid and disaster relief;
3.1.5 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;
3.1.6 promoting for the benefit of the public the
conservation protection and improvement of
the physical and natural environment; and/or
3.1.7 promoting community participation in
healthy recreation.
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.		 The year 2023-2024 has again been very busy.
During the Lion Year, Lions Club of Tynedale has
continued to provide service and support, all aiming to
meet the objectives as set out in our constitution.
We especially note:
•
Operating “Santa’s Sleigh” to both bring
happiness to children in the Tyne Valley and to
raise funds for local charities;
•
Running the Club’s own Men’s Shed project
(funded by Tynedale Lions with external grant
contributions). This project is designed to provide
social interaction and constructive activities for
men, particularly those who are isolated;
•
Provision and organisation of a Young People’s
Excellence Scheme which resulted in young people
being awarded bursaries of £500 each to enable
them to develop their skills and expertise;
•
Assisting West Northumberland Food Bank in
food collections from local supermarkets and
packing of 3-day food parcels;
•
Sponsoring and assisting pupils from Corbridge
Middle School in taking part in the 2024 Lions
International Peace Poster Competition;
•
Providing a regular team to the Tynedale
Talking Newspaper (TTN), recording content from
the local newspaper, the Hexham Courant.
Assisting with a street collection with other TTN
members;
•
Providing teams to help tidy up Hexham town
(Wombles);
•
Collecting redundant spectacles to support
overseas sight projects;
•
Regularly attending meetings of the Tynedale
Youth Forum (an umbrella group open to all youth
organisations within our area);
•
Supporting in many ways the work of
Northumberland County Blind Association;
•
MD105, MD105 Zone Club and Trustee Meetings;
•
Organisational, committee, secretarial and other
Club support activities;
•
Supporting special schools and the work of
organisations working with children with special
needs;
•
Running, together with Tynedale Rugby Club,
the annual Tynedale Beer and Cider Festival;
•
An exceptional number of volunteer hours
logged in with numerous other charities across
Tynedale.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 In its approach to and execution of the above
activities, Trustees follow the guidance issued by the
Charity Commission on public benefit.
Policy on grant making We have a policy on grant making that is reviewed
annually
Policy on social investment
including program related
investment		 Not applicable
Contribution made by
volunteers		 We have a volunteer policy and record all
contributions.
Tynedale Lions’ volunteer commitment totalled
approximately 3,100 hours benefitting approx. 4,000
people through 173 service activities.

Achievements and Performance

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.		 The achievements of and the differences Tynedale
Lions makes are related not only to financial support
but also to the many hours of volunteer support
provided to other organisations.
During the period of this report we have supported
36 different organisations in the UK and, through
Lions Clubs International, also supported disaster
initiatives across the world. Beneficiaries include
many under-represented, seldom heard,
disadvantaged people. Many of the organisations we
have supported are in urgent need of the help we are
able to provide.
Our Men’s Shed continues to provide activities and
social interaction for local men.
We work closely with voluntary organisations in the
area.
Tynedale Lions also maintains close links with
neighbouring Lions Clubs, with a view to
collaborating in activities and financial support to
projects that are to the benefit of the joint
communities.
Achievements against
objectives set		 We believe our achievements match our objectives.
Performance of fundraising
activities against objectives set		 Performance not only matches but exceeds previous
years. No fundraising objectives are set.
Investment performance
against objectives		 Not applicable

Financial Review

Review of the charity’s
financial position at the end of
the period		 We are happy with the charity’s financial position at
the end of the period
Statement explaining the
policy for holding reserves
stating why they are held		 Reserves policy is considered and agreed by
trustees and ratified by members.
Grant awards are only ever made from available
funds. Members’ six-monthly contributions cover all
Club administration costs including Lions UK and
Lions International dues.
The Club operates 3 bank accounts with individual
policies:
•
Administration – there is no minimum balance
requirement for this account
•
Charity – maintain a minimum balance of £500 to
allow a response to an urgent appeal
(unrestricted reserves)
•
Men’s Shed – there is no minimum balance
requirement for this account (restricted reserves)
Amount of reserves held £7,351 unrestricted reserves
Reasons for holding zero
reserves		 n/a
Details of fund materially in
deficit		 n/a
Explanation of any
uncertainties about the charity
continuing as a going concern		 n/a
The charity’s principal sources
of funds (including any
fundraising)		 The Club’s main annual fundraiser is the Tynedale
Beer & Cider Festival (TBCF) in conjunction with our
joint-venture partners, Tynedale Rugby Football
Club. This event in June 2023 provided £35,081 for
our Grant Awards programme in 2023-24.
“Santa’s Sleigh” had a very successful season in
December 2023, raising a total of £5,547, including
Gift Aid.
A description of the principal
risks facing the charity		 An ageing membership and reducing number of new
members.

Structure, Governance and Management

Type of governing document Constitution supported by By-Laws
How is the charity constituted? 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		 Nominated by and voted upon by members of the
club
Policies and procedures
adopted for the induction and
training of trustees		 Trustees are encouraged to read the charity
commission guidance online and asked to review
annually. All Club members hold basic DBS check
certificates.
The charity’s organisational
structure and any wider
network with which the charity
works		 The Club operates democratically with each member
having one vote in all its decision making. Club
meetings receive reports and recommendations
from the various Committees (Community Service;
Membership & PR; Fundraising; Programme &
Events) and votes on these. Members may also raise
matters to a full Club meeting. Trustees consider the
outcome of members voting to ensure that they meet
the Club’s aims as stated in the Constitution as a
final authorisation.
The Club is affiliated with Lions District 105N and
Lions Multiple District 105, for the UK, and Lions
Clubs International based in the US.

Reference and Administrative details

Charity name The Lions Club Of Tynedale
Other name the charity uses Tynedale Lions
Registered charity number 1173322
Charity’s principal address Sue Taylor (Secretary)
The Farmhouse, Cottonshopeburnfoot
Otterburn, Northumberland NE19 1TF

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7		 Trustee name Office (if any) Dates acted if not for whole
**year **		 Name of person (or body) entitled
to appoint trustee (ifany)
Julia D’Auvergne
Oake		 President Tynedale Lions Members
Graham Morgan Vice President ditto
Sue Taylor Secretary ditto
Alan Brown Treasurer ditto
Ian Cave Membershipand PR ditto
Hugh Williamson Health and Safety ditto
Steven Forster Immediate Past
President		 ditto

– 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 **
n/a

Names and addresses of advisers

Type of adviser Name Address
Independent
Examiner		 Gabrielle-Anne
Keaveny		 12 Crag Bank Road, Carnforth, Lancashire LA5 9EG
Name of chief executive or names of senior staff members

n/a – the Constitution states that the President acts as Chief Executive (volunteer)

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) Julia D’Auvergne Oake Position (eg Secretary, President and Chair of Trustees Chair, etc) Date 16/04/2025 ~~fF~~

ys | . CHARITY COMMISSION) Independent examiner's FOR ENGLAND AND WALES report on the accounts

SectionA

Independent Examiner’s Report

==> picture [468 x 64] intentionally omitted <==

----- Start of picture text -----
Report to the trustees/
members of |HE LIONS CLUB OF TYNEDALE
On accounts for the year Charity no
ended |90 JUNE 2024 (if any) 1173322
----- End of picture text -----

| report in respect of my examination of the charity's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, | have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

| have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

==> picture [398 x 53] intentionally omitted <==

----- Start of picture text -----
:
Signed: Kalanelle. -hune Keaveny — Date: \S /oy./25
Name: |GABRIELLE-ANNE KEAVENY
----- End of picture text -----

Relevant professional qualification(s) or body (if any):

==> picture [188 x 51] intentionally omitted <==

----- Start of picture text -----
Address: | 12 CRAG BANK ROAD
CARNFORTH
_
LA59EG
----- End of picture text -----

1

30/06/2024
01/07/2023
CC16a
1173322
THE LIONS CLUB OF TYNEDALE
Receipts and payments accounts
to
For the period
from
~~=~~		 30/06/2024
01/07/2023
CC16a
1173322
THE LIONS CLUB OF TYNEDALE
Receipts and payments accounts
to
For the period
from
~~=~~		 30/06/2024
01/07/2023
CC16a
1173322
THE LIONS CLUB OF TYNEDALE
Receipts and payments accounts
to
For the period
from
~~=~~		 30/06/2024
01/07/2023
CC16a
1173322
THE LIONS CLUB OF TYNEDALE
Receipts and payments accounts
to
For the period
from
~~=~~		 30/06/2024
01/07/2023
CC16a
1173322
THE LIONS CLUB OF TYNEDALE
Receipts and payments accounts
to
For the period
from
~~=~~		 30/06/2024
01/07/2023
CC16a
1173322
THE LIONS CLUB OF TYNEDALE
Receipts and payments accounts
to
For the period
from
~~=~~		 30/06/2024
01/07/2023
CC16a
1173322
THE LIONS CLUB OF TYNEDALE
Receipts and payments accounts
to
For the period
from
~~=~~		 30/06/2024
01/07/2023
CC16a
1173322
THE LIONS CLUB OF TYNEDALE
Receipts and payments accounts
to
For the period
from
~~=~~		 30/06/2024
01/07/2023
CC16a
1173322
THE LIONS CLUB OF TYNEDALE
Receipts and payments accounts
to
For the period
from
~~=~~		 30/06/2024
01/07/2023
CC16a
1173322
THE LIONS CLUB OF TYNEDALE
Receipts and payments accounts
to
For the period
from
~~=~~		 30/06/2024
01/07/2023
CC16a
1173322
THE LIONS CLUB OF TYNEDALE
Receipts and payments accounts
to
For the period
from
~~=~~		 30/06/2024
01/07/2023
CC16a
1173322
THE LIONS CLUB OF TYNEDALE
Receipts and payments accounts
to
For the period
from
~~=~~		 30/06/2024
01/07/2023
CC16a
1173322
THE LIONS CLUB OF TYNEDALE
Receipts and payments accounts
to
For the period
from
~~=~~		 30/06/2024
01/07/2023
CC16a
1173322
THE LIONS CLUB OF TYNEDALE
Receipts and payments accounts
to
For the period
from
~~=~~		 30/06/2024
01/07/2023
CC16a
1173322
THE LIONS CLUB OF TYNEDALE
Receipts and payments accounts
to
For the period
from
~~=~~
Section A Receipts and payments
Unrestricted
funds		 Restricted
funds		 Administration
funds		 Total funds Total funds Last year
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Activitydonations
-
-
1,673
1,673
2,311
Charityevents
43,109
-
-
43,109
37,775
Contributions from beneficiaries
-
-
-
-
-
Donations
334
50
-
384
41
Gift Aid HMRC
1,640
-
594
2,234
2,032
Grants
-
-
-
-
1,820
Mens' shedproducts
-
664
-
664
-
Member donations
-
-
1,935
1,935
2,285
Sub total(Gross income for
AR)45,083
714
4,202
49,999
46,264
~~=—======~~
A2 Asset and investment sales,
(see table).
-
-
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total receipts 45,083
714
4,202
49,999
46,264
~~=—SS=e=~~
A3 Payments
Activities - - 1,164 1 1,164 2,338
Independent examination 275 - - 275 275 275
District dues - - 1,377 1 1,377 1,319
Donations re Santa Sleigh help 2,405 - - 2 2,405 2,405
Donations UK 34,671 - - 34 34,671 35,008
Insurance - 205 - 205 205 190
International dues - - 1,225 1 1,225 1,188
Lions International donations 1,200 - - 1 1,200 2,788
Planningapplication fees - - - - - 371
Prizes 551 - - 551 551 466
Publicity/advertising - - - - - -
Men's shed runningcosts - 1,262 - 1 1,262 193
Cost of raisingfunds 565 - - 565 565 570
Subscription(UK Men's Shed Assoc) - - - - - -
Sub total 39,667 39,667 1,467 1,467 3,766 3,766 44,900 44,900 44,900 47,111 47,111
A4 Asset and investment
purchases, (see table)
Men's shed
-
-
-
-
-
Shed furniture
-
-
-
-
-
Men's shed tools
-
85
-
85
160
Sub total
-
85
-
85
160
Total payments
39,667
1,552
3,766
44,985
47,270
~~——————~~		 -
-
160
160
47,270
Net of receipts/(payments)
5,416
- 837
435
5,014
- 1,006
A5 Transfers between funds
-
-
-
-
-
A6 Cash funds last year end
1,934
4,136
1,398
7,468
8,474
Cash funds this year end
7,351
3,298
1,834
12,482
7,468
~~===—>=>~~		 - 1,006
-
8,474

CCXX R2 accounts (SS)

18/04/2025

2

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 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
Unrestricted Restricted Admin funds
funds funds
to nearest £ to nearest £ to nearest £
B1 Cash funds Total cash funds
Tynedale Shed Account
Admin Account
Charity Account
Community Saver Account
~~= ~~		 -
-
1,834
4,809
-
-
2,542
-
3,298
-
7,351
3,298
1,834
Total cash funds
~~SS=~~
Unrestricted Restricted Endowment
funds funds funds
to nearest £ to nearest £ to nearest £
B2 Other monetary assets - - -
- - -
Fund to which asset
belongs		 Cost (optional) Current value
(optional)
B3 Investment assets - - -
- - -
B4 Assets retained for the
charity’s own use		 Fund to which asset
belongs
Cost (optional)
Current value
(optional)
Administration
-
500
Unrestricted
-
500
Unrestricted
-
900
Administration
-
300
Restricted
-
9,000
Restricted
-
7,000
Administration
-
300
Unrestricted
-
6,000
Unrestricted
-
200
Meeting paraphernalia
Men's shed tools and furniture
Crockery, glasses, cutlery etc
Display stand, pull ups, table, banners
Gazebo, weights, flags and stands
Tabards, HiViz, collecting buckets etc
Men's shed
President's collar
Santa Sleigh on trailer
~~us~~
Fund to which Amount due When due
liability relates (optional) (optional)
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities		 Signature
Print Name
Date of approval
08/04/2025
JULIA D'AUVERGNE OAKE
~~———=~~

CCXX R3 accounts (SS)

18/04/2025

3