‘= Trustees’ Annual Report for the period COMMSSION Period start date Period end date oo From 01 07 2023 To 30 06 2024 ## Section A Reference and administration details ## Charity name Sunderland Lions Club ClO Registered charity number (if any)| 1174385 Charity's principal address |South View 1 Seaburn Court Sunderland SR6 8EF ee i Names of the charity trustees who manage the charity a Dates acted if not for whole Name of person (or body) entitled 1|MichaelEvans [President = |__| Club Members 4 | Peter Fielding Fundraising Officer Po Club Members J/eeea eee ne eee eee eee eee es re Ss nn, os rs er ee es a a ee ee a ae ne rreea a es ee Ge | es rs es ee i i a ee ee ee re re ee ae ee Pe bs Oe | a Ps: ra a Ses acres ee ne ( Names of the trustees for the charity, if any, (for example, any custodian trustees) [Name|[Daattes][acted][if][ not][ for][ whole] year Jacaueline Rebeon ae: 1 08/10/2024 Peter Fielding **----- Start of picture text -----**
re
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Names and addresses of advisers (Optional information) Type of adviser Name Address Name of chief executive or names of senior staff members (Optional information) ## Section B Structure, governance and management ## Description of the charity’s trusts **----- Start of picture text -----**
Type of governing document Constreiten
How the charity is constituted GIO = Asspeialion Mace
Trustee selection methods Pieced by Sell RNEMIneIS
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## Additional governance issues (Optional information) You may choose to include Lions Clubs International additional information, where relevant, about: - e policies and procedures adopted for the induction and training of trustees; - e the charity’s organisational structure and any wider network with which the charity works; - e relationship with any related parties; - e trustees’ consideration of major risks and the system and procedures to manage them. **----- Start of picture text -----**
Section C Objectives and activities
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Sunderland Lions Club provides grants to deserving causes within the
Sunderland and district area, the Lions District and Multiple District and
the Lions Clubs International Foundation.
community In the main diorations Fouls aor fhebonmticy cocks:
the Sunderland and district ar . ithou vs he the benefit of people in
donations to Lions Club Multi se Di inet 3 cnemedaecieant
internationally through the Lior ‘ Saul ‘eenations Te aetne rel
ough the Lions Clubs International Foundation (relief of
Summ fh ;
mmary of the main poverty, responding to disaster relief or helping people with disabilities)
activities undertaken for the thereby extending the public benefit overseas.
public benefit in relation to
these objects (include within | After due diligence, the club members vote on each donation
this section the statutory
declaration that trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit)
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## Additional details of objectives and activities (Optional information) - Grantmaking- Priorities for Support The number of applications that can be supported is, of necessity, limited to the amount of funds available for distribution in any one year. The Trustees have determined that the priorities for funding will be: e subject to other elements of the Trustees grant-making policy, no restrictions are imposed on the purpose for which a grant may be made; thus, applications for support towards capital projects, - You may choose to include other projects or core costs are considered; further statements, where e as there are numerous Lions Clubs in the UK, applications from relevant, about: the local 105NE district are generally given a priority. Trustees e policy on grantmaking; thealso considerLions International internationalorganisation, funding requests referred to them by e policyinvestment;programme related e candidates for support and/or grants are all considered on their own merits, following investigation by the Trustees. However, - e contribution made by given that most of the available funds are raised within the local volunteers. community, those candidates that are local are given special consideration. Using the former as a guiding principle the following are examples of areas adopted for support: - Local charities - youth groups, community groups, groups working with the elderly, residential and nursing homes Youth and children’s organisations - sport related groups, scouting and 08/10/2024 - 4 **----- Start of picture text -----**
The Objects of the Club are such purposes as are exclusively charitable
in England & Wales
1. promoting the principles of good citizenship;
2. encouraging members to take an active interest in the civic,
cultural, social and moral welfare of the community;
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;
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;
5. supporting youth to develop their skills, capacities and capabilities
Summary of the objects of the ro enathem to participate in society as mature and responsible
Cnanty hein out in ks 6. promoting the Voluntary Sector for the public benefit by
governing document 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;
7. promoting volunteering;
8. the relief of poverty and the relief of those in need in particular by
providing humanitarian aid and disaster relief
9. 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,
10. promoting for the benefit of the public the conservation protection
and improvement of the physical and natural environment, and/or
41. promoting community participation in health recreation.
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08/10/2024 3 guiding, youth club activities, young people undertaking overseas assignments Community facilities — aid for disadvantaged, elderly, homeless individuals and families, village hall projects, Sunderland in Bloom initiatives and other community projects. The above priorities in this policy will be reviewed every year when a budget is compiled (or more often if deemed appropriate by the Trustees), and may be changed in accordance with the Trustees’ view of the most effective application of available funds at any point in time. 5 08/10/2024 Section D Achievements and performance 6 08/10/2024 Section D Achievements and performance Summary o **fth** e main; YB **e** arlow endedis the total30" Juneof charitable2024 awards made by the Club in the Financial achievements of the charity during the year |Christmas Wish Award||| |---|---|---| ||St Bedes Brownies|50.00| ||Redby Childminders Group|100.00| ||Family Support (2)|100.40| ||Keep Active|100.00| ||St Aidans Guides|100.00| |Total for Christmas Wish||450.40| |General||| ||Firefighters Charity|150.00| |Total for General||150.00| |Young People||| ||Dream Holidays|300.00| ||Friends of Derwent Hill|600.00| ||Lions Youth Programme|66.00| |Total forYoung People||966.00| |OverallTotal||1566.40| Other than awards made to Lions Clubs programmes the remainder are made to support local charities, individuals and local branches of national organisations. The Club has begun a resurgence in activities following the difficulties, facing everyone, in recent years, affecting most charitable operations. Traditional forms of fund raising are being affected by the ever growing trend to use electronic means of payment. This means that looking at fresh ways to generate income is an essential part of managing the Club to survive and flourish. 7 08/10/2024 **----- Start of picture text -----**
Section E
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## Financial review - Sufficient funds to enable the Charity to remain in good standing with - Brief statement of the Lions Clubs International for the current financial year. Sufficient funds to charity’s policy on reserves undertake the main fundraising activities planned by the Charity before committing to any contractual arrangements. Members are all volunteers and there are no employment costs to be considered. - Details of any funds materially . ivdeficit Not applicable ## Further financial review details (Optional information) You may choose to include additional information, where relevant about: - e the charity’s principal _ The main source of funding has been an annual event — The Boxing Day sources offunds (including —_| Dip which is now the entrance fee for each participant. Due to Covid-19 any fundraising); restrictions in 2020 and 2021 this was cancelled with the subsequent - * how expenditure has effect on the Club’s income. In December 2022 it was revived under a supported the key objectives slightly different format and in partnership with another charity with of the charity: invaluable support from Sunderland City Council and others. - e investment policy and See Section D objectives including any ethical investment policy adopted. N/A ## Section F ## Other optional information **----- Start of picture text -----**
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
p
Peter Fielding
Position (eg Secretary, Chair, |Secre ary anes 30, at 2024 | Fu nlrats ae and Mem bership
etc) Presideak Ol [ 2; [20 4. Officer
Date 1410/2024
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8 08/10/2024 a CHARITY COMMISSION | FOR ENGLAND AND WALESSunderland Lions Club CIO 1174385 accounts CC16a y ° 30/06/2024 Receipts and payments accounts For the period y from 01/07/2023 ° Section A Receipts and payments Unrestricted Restricted Endowment funds funds funds Total funds Last year tothe nearest £ to the nearest£ to the nearest£ to the nearest£ to the nearest£ Ai Receipts Donations, tid eC | iC i” | FundRaisngCEC C“‘éN“SOO!TOOUF€©€©€©€U-UCTT™~“‘;éCC*dTCYESC*‘“‘(CSNC#“«SQOO| «200 ns es |es a :a |nn 6ers 5 EEaeeere |nnees | |eeee0) |)|es |eeeeee neee |ee |re 6 |ee eeub total (Gross income for ee |ee ||ne 6es= |ee AR) 1,750 6,976 6,698 A2 Asset and investment sales, (see table). eees ee A3 Payments [Awards———=S~Ss—“—mSC~“‘~‘“‘~‘S& grants[[86] ProjectscostsTY [CSS|[tT] CCCSCC*«*dSCECCSC*~*«S[ 8a] Administration| BT BY T1844| TdT TTTC—*Y [Membersactiviies CCTCTCCdYTSTCTCTCTCTCTCTCCddYES TTC] TC MiscellaneouseeSCS| SSSCSC~CSCS~—SV/ee!|2 [|TC ) es |Soe: |=ee*Y eeee 5ees |ees fe |eee Sub total aarti aaa A4 Asset and investment purchases, (see table ee reSub ee total] | Total payments [2.217] eae: Net ofreceipts(payments)| 3009] |490) ee... | AS Transfers betweenfunds |Ss} | See | A6Cashfundslastyearend [ 8,070) |[2,000)] a Cash funds this year end ae... aaa”. |ea ## Section B Statement of assets and liabilities at the end of the period Unrestricted Restricted Endowment funds funds funds to nearest £ to nearest £ to nearest £ aoe CoxxRiaccomsissy Lsan dE ## ee |||Unrestricted|Restricted|Endowment| |---|---|---|---|---| |--=——|Details
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wobs?|JacquelineRobson||l4.[1o|20| CCXX R2 accounts (SS) 2 08/10/2024