||**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**for theperiod**|**for theperiod**|**for theperiod**| |---|---|---|---|---|---|---|---|---| ||**From**|Period start date|||**To**|Period end date||| |||1st|July|2024||30th|June|2025| ## Section A Reference and administration details **Charity name** Lions Club of New Milton (CIO) **Other names charity is known by** **Registered charity number (if any)** 1177005 |**red charity number (if any)**|1177005|| |---|---|---| |**Charity's principal address**|17 Kennard Road|| ||New Milton|| ||Hants|| ||**Postcode**|**BH25 5JR**| ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**| |---|---|---|---|---| ||Alan Watson|President||| ||James Conacher|Treasurer||| ||Nicholas Mussert|||| ||Jeanne Jackson|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** March **2026** **TAR** 1 **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 CIO Association Consultation - (eg. trust deed, constitution) - How the charity is constituted (eg. trust, association, company) Trust Volunteer vetting and voting (election) Trustee selection methods (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; Club Policies: The club has written policies covering nine topics. In addition, the Grant making policy can be found on the Club website. The topics are: Finance - the charity’s organisational Child Protection and Vulnerable Persons structure and any wider Risk Management network with which the charity Grant Making works; Complaints - relationship with any related Volunteers Conflict of Interest - parties; Data Protection - trustees’ consideration of major risks and the system and procedures to manage them. - Fund Raising Standards ## **Section C Objectives and activities** The Objects of the Club are such purposes as are exclusively charitable in England & Wales, including in particular: **Summary of the objects of the charity set out in its governing document** The advancement of citizenship by: - 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; March **2026** **TAR** 2 - 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 to enable them to participate in society as mature and responsible individuals; - 6) 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; - 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 promoting community participation in healthy recreation. March **2026** **TAR** 3 **1. Citizenship:** New Milton Lions Club have sponsored the Young Citizen of the Year awards and recognises the achievements and contributions to the local community of individuals and teams. **2. Promoting the Voluntary Sector:** The development of relationships with the local council, agencies and charitable organisations has continued and the community service and fund raising activities has been maintained. This is aimed at encouraging participation with service events and enabling grants to local charities to help sustain the services provided. **3. Promoting volunteering:** Recruitment of new members and volunteers has continued with new members being attracted. **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** **4. Relief of Poverty:** Grants were made to disadvantaged people. **5. Advancement of Health:** The ‘Message in a bottle’ has continued. **6. Environment:** The club participated in the local litter pick programme. ## **Additional details of objectives and activities (Optional information)** Volunteers have helped marshal local events arranged by other charitable organisations as well as collections outside local supermarkets for national charities. You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. March **2026** **TAR** 4 Section D Achievements and performance ## **Summary of the main achievements of the charity during the year** ## **Main Fund raising events held during the year:** 1. Christmas Market (Fes�val was cancelled) 2. VE 80 Celebra�on 3. Car Boot Sales 4. Fashion Show 5. Town Show ## **The following grants were made:** Oakhaven £1,300.00 New Forest Young Carers £200.00 New Milton First Responders £405.60 TV for Pensioner £145.00 LCIF – Disaster Fund £250.00 Children In Need £500.00 Minstead Trust £500.00 Kids Cancer Trust £500.00 LCIF – Valencia Flooding £200.00 Milford & Keyhaven Sea Scouts £500.00 LCIF – Ukraine Stoves £900.00 Poppy Appeal £300.00 Counselling Together £150.00 The Solent Dolphin £500.00 New Milton Christmas Tree £228.00 PHAB £150.00 New Forest Basics Bank £300.00 Brockenhurst Players £100.00 New Milton Youth Trust £200.00 Marwell Zoo Trip £924.00 HCC £120.00 Freedom To Learn £250.00 Total £8,672.60 March **2026** **TAR** 5 Section D Achievements and performance March **2026** **TAR** 6 ## **Section E Financial review** **Brief statement of the charity’s policy on reserves** The club has a savings/contingency account that can be used as a mitigation fund to cover events managed through the Welfare Account and has been established to cover unforeseen circumstances or emergencies. **Details of any funds materially in deficit** ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - 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** ## **Signature(s)** **Full name(s)** James Duncan Conacher **Position (eg Secretary, Chair,** Treasurer **etc) Date** 25th March 2026 March **2026** **TAR** 7 Llotrtsc￿￿)PtrIE￿￿KT4x{C￿1) thrtstmknF*sts¥*123 OA) snsJ6 34 vjw Shw¢ 15 TLV*4 Shw* 14 F•hhlD5ho QrBwt5• MtyèPaffl* G0¥Dty GoYD¥ISpgDso )1.6X or 1113X¥) 45JJ) 5•1.67 116.7a 19365A7 IW7A1 P3J51A5 Trffrorn R¢KICknbrnh4wwolT É 2IgJSAI £ 25.W9.38 rktMa5F•*￿ (hrtstm45FesOv￿2I om 277.gfr 4142.65 3471.12 5H2J2 lis 579 E Dayao ¥j￿ F*bh￿￿5￿￿￿ •R4rne C•rDootS)k5 OA) om UUJ flJ7Jll 22>27.31 LO567.95 om nsrn4Oel •sn.fA) J25JO om 167550 Insurance om £ 33.￿$ 17 £ 12.33650 411.14 .£I975.Bg U9nM 2270.JI 21243 11581 klontr I196￿ 1226720 rn1.2fj 9970 a24AO 1114fjthTr izzfjy. 1.14 4￿￿ Prep¥￿ty Jc r￿n￿FIA UONS CLUB OF NEW MILTON ICK)) ADMINIThATION ACCOUNT Reslricted F￿d ACCOUNT5 FOR YEAR TO 3(ITH JUNE 21125 Re81stered Charlty No. 11771x15 202412025 202312024 Recelpts Members Dues Handnv•.r X Chart•.r Dinner Quiz Gift Aid Donation Corporate Qothing Tail Twister Weather & Mini Lottery Total Receipts 1994.00 1832.30 208S.01 2182.70 158. 825.60 io.c#) 762.51 io.cN) 186. 158.69 162.23 £ 5.768.23 116.18 111.52 £ 4.826.51 Expendlture District & International Dues Handover & Chaner Dinner Website Insurance LCI MD Licences NFDC & ICO Sundrie5 Pennants Bank Charges Total ewdltu 2552.81 1656.¢)0 63.13 32.48 67.00 12.87 2518.13 2764.35 $0.99 44.25 55.C 256.50 £ 4,384.29 £ 5,836.17 SuwluslDeficlt for the Yew £ 44222 67.94 B•nk Account Balance B/Fwd 1374.50 1442.44 Balance CIFwd 1816.72 1374.50 £ 442.22 -£ 67.94 15 a ResiiLted Fund SEned bv: Chair of Trustees Dated Prepared bv J C Geering FIA Treasurer/frustee Dated UONSCLUB OFIWIMIT¢WI a#b io)a&* a135m its)aL* 3135.LK) I¢XIUub PNNS IfJO. 924.0) o. 267&1YJ Trt loWdfarefcrBoo 8ank thJrye5 J CGEulr¢FfA CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the tru8tees Lions Club of New Milton (Clo) On accounts for the year ended 30th June 2025 Charity no (if any) 1177005 Set out on pages I report to the trustees on my examination of the accounts of the above Cnantable Incorporated Organisation, for the year ended 3010612025 As the charity's trustees, you are responsible for the preparation of the accr)unt5 in accor(lance with the requirements of the Charities Act 2011 ('Ihe Act.). Responslbilities and ba31# of report I report in respect of my examination of the Clo's accounts camed out under section 145 of the 2011 Act and in carrying out my examination, I have follobved all the appllcable Directions given by the Charity Commission under gè¢tion 145{5)(b} of the Act. Independent I have completed my examination. I confirm that no material matters have examiner's ststement come to my attention in conneGtion wilh the examination whlch gives me cause to believè that in, any material r•spect.' the aGGounting recor(1s were ntx kept In accordance with section 130 of the Charities A¢t,' or the accounts did not accord wf(h the accounting records,. or the accounts did not Comply with the applicable requirements concèming the fom and content of acu)unts set out iri the Charftles (Accounts and Reports} Regulations 2008 other than any requirement thet the a￿Ount$ give a 'true and fair. view whlch is not a matter considered As part ol an indepèndent examination. I have no con￿M$ and have come across no olher matters in connection with the examination to which attention should be drawn in this report in order to enable a woper unde￿landIng of the accounts to be reached. Signed: Dat•: Name: John Chris er Geering Relevant professional qualificationls) or body (if any): F8llow of Institute of Financial Account& Associate Member of Charity Independent ExaminÈts Addres3: 11, Glen Road, Fleet, Hampshire GU513QS