Trustees’ annual report (including Directors’ report) for the period
From: Period start date 1 July 2022
To: Period end date 30 June 2023
Charity name: Derwent Lions Club
Charity registration number: 1174398
Objectives and activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document. |
Para 1.17 | 1. The advancement of citizenship. 2. Promoting the voluntary sector for the public benefit. 3. Promoting volunteering. 4. The relief of poverty and the relief of those in need. 5. Providing humanitarian aid and disaster relief. 6. The advancement of health or the saving of lives. 7. Promoting for the benefit of the public the conservation protection and improvement of the physical and natural environment. 8. 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. |
Para 1.17 and 1.19 |
1. The advancement of citizenship. We are committed to supporting young people to develop their skills, capacities and capabilities to enable them to participate in society as mature and responsible individuals. Our major fund-raising activity involves taking our Father Christmas sleigh around the 17 villages and some schools in our area in December. Without the support of a large number of our local Scouts, this would be beyond the resources of the Club. For their assistance, a donation was made to help their fund-raising to attend the International Jamboree in South Korea. We believe strong, inclusive village community groups are vital in our rural area and we endeavour to forge strong links with youth and community groups so we can aid them in their ambitions. For example, a commitment was made to support the purchase of a minibus for a ‘not for profit’ organisation provides alternative education for those children who find the classroom |
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environment challenging. Our annual Christmas party for the elderly was very well attended despite inclement weather. The event is free of charge including transport from care homes and outlying villages, yet our guests contribute many prizes and a alrge amount in donations to the chosen charity of the entertainers we provide. 2. Promoting the voluntary sector for the public benefit. Our coconut shy continues to be in great demand at local church and village fetes. We use these opportunities of meeting the wider public to promote Lions and the voluntary sector. We organised coffee mornings in villages to raise money for those suffering after the earthquake in Turkey and used these as opportunities to advertise all that our Club and the wider organisation undertake. Those who seek donations are always invited to meet with members of the Club to gain a greater knowledge of the activities we undertake to raise the money in the first place. Having maintained our Club website for many years, we have stepped up our presence on social media. We recognise the importance of communicating to a wider audience. 3. Promoting volunteering. All our members are volunteers in that we make donations to Lions Clubs International to cover our administration costs. We believe every penny we raise through fund-raising activities should count towards fulfilling our objectives. Promoting volunteering is essential to our well-being and to achieve the maximum public benefit. We encourage our community groups to volunteer with us so that we can achieve more. Without the large number of volunteers who join with us, we would not be unable to undertake the activities we do. Notable examples include involving nonmembers to help staff the water station at the local marathon, involving University students to help serve the nearly 100 guests at our Senior Citizens event, visiting 17 villages with our sleigh and collecting around 450 Christmas trees and shredding these for recycling.
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- The relief of poverty and the relief of those in need. Monthly financial donations were made through the colder months to two local foodbanks. In addition, we also delivered surplus food from a local allotment site to kitchens preparing meals for those less fortunate. 5. Providing humanitarian aid and disaster relief. We make an annual donation to our International Foundation which responds rapidly to environmental and other crises all over the world include the ongoing war in Ukraine. In addition, we made a specific donation in relation to the earthquake in Turkey followed by a series of coffee mornings to raise more money for this cause. The latest in our series of summer concerts was specifically to raise money to support those impacted by the war in Ukraine. Along with local entertainers, this featured a young Ukrainian singer and proved to be a successful fund-raising event. We gave support to a local Lions Club in their continued commitment to send children’s books to those communities in Sri Lanka still recovering from the effects of the 2004 tsunami. 6. The advancement of health or the saving of lives. We continue to supply the Lions ‘Message in the Bottle’ free of charge to elderly people so their health needs would be available to emergency services should they collapse at home. Financial support was provided to a local chapel opened through the winter as a ‘warm space’ in response to rising energy costs. New TV remote controls were provided to the renal dialysis unit of the local hospital. Patients often have to spend four or more hours connected to dialysis units three times each week so having access to TVs can help pass that time. We have facilitated donations from an individual for the Yorkshire Air Ambulance. A donation was made to the Medic Alert charity to fund their 24/7, internationally recognised global support for one child with significant medical issues to hold their
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| medical details in the case of an emergency. Along with many other Lions Clubs we made a significant donation to the local children’s hospice to help fund the creation of a sanctuary garden. This is intended to allow terminally-ill children and their carers easy access to a beautiful environment. We have increased the number of locations in our area to collect used spectacles. These will be sent to the Lions Clubs where these are sorted, graded and sent to countries throughout Africa and Asia where they are put to good use. 7. Promoting for the benefit of the public the conservation protection and improvement of the physical and natural environment. Continuing to work closely with the charity 'Just Helping' (Charity number: 1149068), we organised the collection and recycling of a record number of Christmas trees. These were all recycled, some used to form a path through a snowdrop wood where further charitable donations were made. A record amount was collected in donations which were given to the local hospice. 8. Promoting community participation in healthy recreation. We funded awards for a local junior cricket club to help promote participation. We continue to maintain and insure a motorised wheel chair for a severely disabled person who wishes to continue to support her local cricket team. Acting as marshals, members supported a local Lions Club who had organised a bike ride in which approximately 250 riders of all ages participated. |
||
|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | All trustees have been trained and provided with guidance in terms of their responsibilities. |
Achievements and performance
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to |
Para 1.20 | Derwent Lions are committed to serve our local, national and international communities. Our fund-raising efforts continue to be successful so we are in a healthy financial position to support those who seek assistance within the limits of our |
|---|---|---|
| Page | 4 |
| the circumstances of its beneficiaries and any wider benefits to society as a whole. |
constitution. We continue to receive requests for support from a wider range of individuals and organisations. With our experience and contacts, we act as a ’sign post’ to others offering support and assistance. Our activities outlined above have made a substantial difference to the lives of many people less fortunate and improved the health and well-being and vitality of those living in the villages we serve. In addition, our small contribution combined with that from Lions Clubs across Great Britain makie a valuable contribution in the wider community and those less fortunate in other countries. The selfless service provided by our members has stimulated volunteers to help with our activities and take more active roles in improving society as a whole. |
||
|---|---|---|---|
Financial review
| Financial review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity is in good standing with £17,878 available to fund charitable causes, including £3,478 restricted for specific ventures. This is considered to be a reasonable balance to cover cash flow variances and to give the club the capability to make a substantial donation should the need arise. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | A reserve of funds is held which is sufficient to cover project liabilities should a project that is launched fail to generate income. |
| Amount of reserves held | Para 1.22 | £2,000 |
| 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 | Nil at this date. However, the club requires sufficient members to carry out its objectives and we use every opportunity to attract new members to at least replace those expected to retire or leave. We have met this objective this year. |
Structure, governance and management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document: | Para 1.25 | Constitution and Bylaws |
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| for example,trust deed, memorandum and articles of association etc |
||
|---|---|---|
| How is the charity constituted? for example limited company, unincorporated association, CIO |
Para 1.25 | 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 |
Para 1.25 | Trustees are appointed through election by club members. The procedures are specified in the Constitution and Bylaws documents. |
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 | Trustees receive induction training from the Lions accredited trainer. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Part of Lions Club International District 105N |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and administrative details
| Charity name | Derwent Lions Club |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1174398 |
| Charity’s principal address | 59 Kerver Lane Dunnington York YO19 5SL |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Brian Woolacott | President | Derwent Lions Club | ||
| John Newlove | Secretary | Derwent Lions Club | ||
| Antony Feasby | Treasurer | Derwent Lions Club | ||
| Kenneth Sutcliffe | Immediate Past President | Derwent Lions Club | ||
| Kenneth Hardgrave | Vice President | Derwent Lions Club | ||
| Jon Wells | Membership | Derwent Lions Club |
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Declarations
The trustees declare that they have approved the trustees’ report (including directors’ report) above.
Signed on behalf of the charity’s trustees/directors
----- Start of picture text -----
Signature(s)
Brian Woolacott
Full name(s) John Newlove
Position (for example Secretary President
Secretary, Chair, etc)
Date
----- End of picture text -----
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DerwentLionsClub | 1 1743S8 | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| Receiptsand payments accounts | ||||||||||
| Forthe period from |
71112A22 | To | 611t012023 | |||||||
| Unrestricted funds |
Restricted funds | Endowment funds |
TotaI | funds | ||||||
| tothenearest€ | tothenearestf | tothenearestt | to thenearestt | |||||||
| 4,1 | ||||||||||
| Transier | ||||||||||
| Donations fromMembers | ||||||||||
| Membership | 530 | 530 | ||||||||
| Perscnal | 61 | 61 | ||||||||
| OtherGrantsand Donations | ||||||||||
| ExiernalSources | 167 | |||||||||
| Rockinc RudolphCampaictn | s.383 | 9.383 | ||||||||
| Summer Concerl22123 | 3,705 | 3,705 | ||||||||
| Hafirper Project Christr.ras-ireeRecvclinq Frciect |
180 1.190 |
180 1,190 |
||||||||
| Ukraine Ccfieeirf,orninq | 4 | 4 | ||||||||
| Grants | ||||||||||
| $ubfafal(Gross | lr?coi??efarA{1) | 15,219 | 1 | 5,?19 | ||||||
| A2Asset and inve$tmentsales, | {see | |||||||||
| tabte). | ||||||||||
| Subtotal | ||||||||||
| Iofa/recerpfs | 15,219 | |||||||||
| A3Payments | ||||||||||
| Costsfor | Funds | |||||||||
| Xmas Tree Recvclinq | 1,190 | 1,190 | ||||||||
| XmasTree yclinE |
"(Seenofel | 1,227 | ||||||||
| Summer Ccn{:eriaosts | 861 | 861 | ||||||||
| Iicences andlnsrrrances | 8B | 88 | ||||||||
| CoconuiShycosts | r+5 | |||||||||
| Coffeenrorni^lfo-LlLraine | cosis | o6 | 95 | |||||||
| Hamperpr()leclcosts | 57 | $7 | ||||||||
| External Grants&Awards | ||||||||||
| Christmas OAP Prcject | 4aac | 1,229 | ||||||||
| Spectac!e recycle project | 15 | 15 | ||||||||
| Foodbank prolect- Tang Hall | 1,500 | 1,500 | ||||||||
| F0o.lbafik prolecl -Pocklington | 1,500 | i,5os | ||||||||
| tu'lelbourneWarm Spaces proiecl | 200 | 2qs | ||||||||
| l^.Cll4arlinsl-louseapceal | 1,000 | 1.000 | ||||||||
| Flowersfor berevement | 32 | 32 | ||||||||
| Hospital remoieconrrolprcject | 85 | 85 | ||||||||
| LilestyieprOjscl | 200 | 200 | ||||||||
| Donatior tol0caiscout!Jroups | 1,450 | 1.450 | ||||||||
| Dunnington $cooter prqject | ||||||||||
| Sutton on Derentcoconu1sdonatioh | 2(t | 20 | ||||||||
| Games lorSt Kitt5 | 23 | a1 | ||||||||
| Dunnington1'outhCricket sponsorship | 250 | 250 | ||||||||
| Dunsington BcxingDa'y'rafiie | harnpersponsorshrp | 60 | s0 | |||||||
| tJkraineappeal (Sumrr6r Corcert) LCI Disastefappeal-l-urkey |
4,500 '1,000 |
4,500 1,000 |
||||||||
| LCIl/eiiicaledappeal | 300 | 300 | ||||||||
| 5!ami0rd Bridge GardenPiciecl | 500 | 500 | ||||||||
| XrnasTree :ycling |
Denl/ent | Lionsadd | 600 | s00 | ||||||
| Thr:rneRuralLicxs Appeal | 200 | 200 | ||||||||
| District\buthProjecls | 30 | 30 | ||||||||
| l"4DYcuth irust | E' | 5r | ||||||||
| Costs of Services Provided | ||||||||||
| Printirrg | 34 | 34 | ||||||||
| Promotiona!Events | 208 | 208 | ||||||||
| Web | 99 | 99 |
| SectionB Statementofassets andliabilitiesattheend | SectionB Statementofassets andliabilitiesattheend | SectionB Statementofassets andliabilitiesattheend | of theperiod | ||
|---|---|---|---|---|---|
| Categories | Details | Unrestricted to'nui*ite |
Restricted funds tonearest{ |
Endowment tonearest € |
|
| B1Cashfunds | Trcasurers Account | 14,360 | 3,478 | ||
| Total cashfunds | 14,360 | 3,478 | |||
| (agree balances | wilh receipts and payments | ||||
| accounl(s)) | |||||
| Unrestricted | Restricted funds | Endowment | |||
| Details | lonearestf | tonearestf | tonearest € | ||
| 82 Other monetary assets | |||||
| Details | Fundto whichasset | Cost(optional) | Currentvalue | ||
| 83lnvestmentassets | |||||
| Details | Fundto which asset belongs |
Cost(optional) | Current value | ||
| 84Assetsretainedforthecharity's ownuse |
Rocking Rudolph Equipment(50%sharedwith lVinster LionsClub) |
Treasurer Account |