foo Trustees’ Annual Report for the period | COMMISSION. Period start date Period end date Misocal 4 ana [en ae ae
Registered charity number (if any)[1174385
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seer i S™~S
Names of the charity trustees who manage the charity
| Jacqueline Robson |President | | Club Members 2[Michas!Evans | Service Officer | —=~=S~~S~S~ Members 3 [Peter Fielding | Fundraising Offcer_| —=~=S~~~ CU Members | 4 Philp Ewing [Treasurer (| ~—=S~~S~S~ Members 5|CarolynEwing | Secretary | Club Members A a OG AG GO a a GO A a GO a a A CC aCO i 2 AC Names of the trustees for the charity, if any, (for example, any custodian trustees) [Name siactedifnotforwholeyearDate | JacquelineRobson SS MichaelEversSOdSSCS™C~—SSSSCSSSSCSY a
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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
Type of governing document Constitution
How the charity is constituted GlO— Association Made!
Trustee selection methods Election by Club Members
Additional governance issues (Optional information)
You may choose to include acenena information, where Member Club of Lions Clubs International relevant, about:
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e policies and procedures adopted for the induction and training of trustees;
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e the charity’s organisational structure and any wider network with which the charity works;
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e relationship with any related parties:
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e trustees’ consideration of major risks and the system and procedures to manage them.
Section C
Objectives and activities
The Objects of the Club are such purposes as are exclusively charitable in England & Wales
- promoting the principles of good citizenship;
Summary of the objects of the 2. encouraging members to take an active interest in the civic, : ae cultural, social and moral welfare of the community;
charity set out in its vo , ; . governing document 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;
- encouraging service-minded people to serve their community without personal reward and encouraging the promotion of high
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ethical standards in commerce, industry, professions, public works and private endeavours;
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- supporting youth to develop their skills, capacities and capabilities to enable them to participate in society as mature and responsible individuals;
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- 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;
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- promoting volunteering; 8. the relief of poverty and the relief of those in need, in particular by providing humanitarian aid and disaster relief
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- 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;
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- promoting for the benefit of the public the conservation protection and improvement of the physical and natural environment; and/or promoting community participation in healthy recreation.
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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 (LCIF).
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The club carries out a process of due diligence on each of the possible
beneficiaries. In the main donations should be for the benefit of people in
Summary of the main the Sunderland and district area, although this does not preclude
activities undertaken for the donations to Lions Club Multiple District sponsored appeals and
public benefit in relation to internationally through the Lions Clubs International Foundation (relief of
these objects (include within | Poverty, responding to disaster relief or helping people with disabilities)
this section the statutory thereby extending the public benefit overseas.
declaration that trustees have
had regard to the guidance After due diligence, the club members vote on each donation
issued by the Charity
Commission on public
benefit)
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Additional details of objectives and activities (Optional information)
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Grantmaking- PrioritiesforSupport 7
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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, other projects or core costs are considered;
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e as there are numerous Lions Clubs in the UK, applications from the local 105N district are generally given a priority. Trustees also consider international funding requests referred to them by the Lions International organisation;
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You may choose to include e candidates for support and/or grants are all considered on their further statements, where own merits, following investigation by the Trustees. However, relevant, about: given that most of the available funds are raised within the local * li tmakina: community, those candidates that are local are given special -PONGy'SN Gleleianing, consideration. Using the former as a guiding principle the
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e policy programme related following are examples of areas areas adopted for support:
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e policy programme related following are examples of areas areas adopted for support: investment;
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- og Local charities - youth groups, community groups, groups working with contribution made by the elderly, residential and nursing homes volunteers.
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Youth and children’s organisations - sport related groups, scouting and 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.
Section D
Achievements and performance
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Section D Summary of the main achievements of the charity during the year
| Achievements and performance | Achievements and performance | Achievements and performance |
|---|---|---|
| Below isthetote ofcharitable awardsmade Yearended 30” June 2025: |
made bytheClub in the Financial | |
| Youth—LionsYouth Programme | £ | 72 |
| First Responders -St John’s | £ | 220 |
| Louie’s Trust | £ | 100 |
| Happy Days Trip to Panto | £ | 510 |
| Martin House Hospice | £ | 300 |
| Mobility Trust re Scooter | £ | 500 |
| Uganda Orphanage | £ | 200 |
| Xmas Wish — St Aidan’s Guides | £ | 100 |
| Hudson Road School | £ | 100 |
| Keep Active | £ | 100 |
| General — Southwick Food Bank - | £ | 250 |
| Furniture for new residents | £ | 200 |
| Connor Brown — Bleed Kits | £ | 1,020 |
| Firefighters Charity | £ | 250 |
| LCIF - Spanish Floods |
£ | 200 |
| Ukraine Stoves | £ | 250 |
| £4,372 |
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 continued an increase 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.
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Section E
Financial review
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Brief statement of the Sufficient funds are held to enable the Charity to remain in good standing charity’s policy on reserves with Lions Clubs International and for it to undertake the main fundraising activities planned by the Charity before committing to any contractual arrangements. Members are all volunteers therefore no employment costs need to be considered.
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inDetailsdeficit of any funds materially Not applicable
Further financial review details (Optional information)
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Youadditionalwsmay chooseinformation,: to: includewhere The: annual Boxing. Day: Dip_in the North. Sea organised, ;in associationog relevant about: with Red Sky Foundation (another charity) and supported by Sunderland
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e ae City Council and many others, alongside Santa’s Sleigh and bucket the charity's principal _ collections at local retail parks provides the bulk of the Charities’ income. sources of funds (including any fundraising); This has enabled us to assist in many local projects (see D above) and
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e how expenditure has some further afield in support of LCIF in line with our objectives. supported the key objectives a of the charity: We are also building up our funds to enable us ;in part to set up PSA testing events in 2025-26
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e investment policy and objectives including any ethical investment policy adopted.
Section F
Other optional information
Section G
Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
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. LZ
Full name(s) |Jacqueline Robson Philip Ewing
Position (eg Secretary, Chair, |President Treasure;
etc)
Date /
1&/8/ 202¢
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5}=| FORCHARITY ENGLANDCOMMISSION AND WALES|Sunderland Lions Club Receipts and payments accounts CC16a For the period from 01/07/2024 30/06/2025
Section A Receipts and payments Unrestricted Restricted Endowment Total funds Last year funds funds funds tothe nearest £ to the nearest£ to the nearest£ to the nearest£ to the nearest£ A1 Receipts [DonationsCid$C‘ ONT TU1ZIO]po [tC“(‘CNWdLTCOUUOU2@UA] [CSsSCds eG | TS] TC [MembersTOS es CY ee | | [CharterLunch | —i‘ dC eat CC reee ee es) hl EEee ens hmmm! LCL re ne lllhhh le ub total (Gross income for AR) 2,107 A2 Asset and investment sales, (see table). ee eeee
A3 Payments es |[Ce] CTC“ IProjectCosts :—C‘i YT STed C“(‘i‘ id AdministrationCC TY]MT [Miscellaneous CT C“(‘i‘ OBS ee eeTC“‘i‘ Cd tO | Peeeee esnan|ee—)h)h—llUmlU!lULe reee s)he ee es lll Subtotal St.CU IL LC
A4 Asset and investment purchases, (see table ee ee SubtotalE Net of receipts/(payments) Saas ee A5Transfersbetweenfunds |[Ss] -}{CT A6Cashfundslastyearend [|[77,079}][(2490),] | BO] Cash funds this year end eee |ee [eee
CCXX R11 accounts (SS)
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04/08/2025
| Section B Statement | of assets and liabilities at | of assets and liabilities at | the end ofthe period | the end ofthe period | |
|---|---|---|---|---|---|
| Unrestricted | Restricted | Endowment | |||
| to nearest£ | to nearest £ | to nearest £ | |||
| Totalcashfunds | 16,737 | ||||
| (agree balances with receipts | and payments | ||||
| account(s)) | |||||
| Unrestricted | Restricted | Endowment | |||
| funds | funds | funds | |||
| _=— | Details =— |
to nearest£ | to nearest£ | to nearest£ | |
| —_— | ; Fundtowhich Details assetbelongs —= |
Cost (opti |
ost {optanal) |
||
| ; Details |
Fundtowhich assetbelongs |
Cost ti |
o t (opt onal) |
||
| B4Assets retainedforthe | PtP | ||||
| = | . Fundtowhich Details liability relates —= |
Amountdue optional |
Whendue optional = |
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| Signed by one or two trustees on behalfofall the trustees |
. Signature |
; PrintName |
Name | Date of approval |
|
| —Y)4=ep= | JacquelineRobson | if [8 [tos | |||
| / | Philip | Ewin | i, / 1e/¢fro |
CCXX R2 accounts (SS)
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04/08/2025