2022-06-30-accounts - Southwold (Sole Bay) Lions Club (CIO)

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Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year From 01 June 2021 To 31 May 2022

Section A Reference and administration details

Charity name Southwold (Sole Bay) Lions Club Other names charity is known by N/A Registered charity number (if any) 1179884 Charity's principal address 29 Nicholas Drive Reydon Suffolk Postcode IP18 6RE

Southwold (Sole Bay) Lions Club

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Paul Carter	President	01/07/19 – 30/06/22
Jeff Fuller	1stVice President	01/07/19 – 30/06/22
Phil Slater	2ndVice President	01/07/19 – 30/06/22
Richard Wood	Treasurer	01/07/19 – 30/06/22
David Durrant	Secretary	01/07/19 – 30/06/22
Colleen Rackham	3rdVice President	01/07/21 – 30/06/22
John Beckett	Past President	01/07/19 - 30/06/22

Names of the trustees for the charity, if any, (for example, any custodian trustees)

	Name	Dates acted if not for whole year
	N/A

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Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)
Type of adviser Name Address
N/A



Name of chief executive or names of senior staff members (Optional information)
N/A

N/A

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document Constitution

(eg. trust deed, constitution)

How the charity is constituted Charitable Incorporated Organisation

(eg. trust, association, company)

Trustee selection methods Election at AGM

(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;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Training of new incoming officers is provided by Lions Club International District at start of each new term.

Southwold (Sole Bay) Lions Club is a member club of the International association of Lions Clubs through Lions Club International.

The membership of the Club has remained at 13 during the period of this report. However, as most members are of advanced years it is a risk that unless new members can be found the Club may suffer as current members are able to do less. Difficulties are being felt from the declining population of the town and surrounding areas as more properties become second or holiday homes. Although a push to increase the awareness of Lions and increase possible recruitment has not to date resulted in new members, attempts will be made to engage with potential members via social media and the Club website.

Southwold (Sole Bay) Lions Club members were founder members of the Henham Steam Rally in 1974 and the Club has had an association with the event since then. It has been a major fund raiser for the Club. Following a request from the Rally for the Club to give a 5 year commitment to provide volunteers, which members felt unable to give, members voted to withdraw from the organisation and to secure the Club share of any surplus funds, with an offer to continue to provide as many volunteers as possible. Subsequently, and contrary to earlier indications, the offer of volunteers has not been accepted, but the withdrawal process is ongoing, aiming to secure the Club’s share of surplus funds .

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Section C Objectives and activities

Advancement of Citizenship. Promoting the Voluntary sector for the public benefit locally, nationally and international. Summary of the objects of the The relief of poverty by providing humanitarian aid and disaster relief. charity set out in its The advancement of health, assisting disabled people. governing document Promoting conservation Promoting community participation in healthy recreation.

	Objectives and activities
	Advancement of Citizenship. Promoting the Voluntary sector for the public benefit locally, nationally and international. The relief of poverty by providing humanitarian aid and disaster relief. The advancement of health, assisting disabled people. Promoting conservation Promoting community participation in healthy recreation.
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)	Having had regard to the guidance issued by the Charity Commission on Public Benefit. All trustees have now read the guidance document, and it will be ensured that any new trustees will do so. The Club has carried out the following activities this year in respect of the objects of the Club. The scope of activities undertaken this year must be seen against the background of the global COVID-19 Pandemic. Owing to Government legislation regulating social distancing, lockdowns, and because of the vulnerability of some members, Some of the usual events have been have been restricted. The Club Held its annual Music on the Green event in July, when it organises a local band to perform a free open air concert in the centre of Southwold. The Club provides a BBQ and carries out a bucket collection, and this is in aid of our Charity Fund, The event was extremely successful. The Club Held its annual Fete, This year it was held it on 1stMay where May Pole dancing and Morris dancing took place, There was a good number and variety of craft and trade stalls, This was also a very successful event. The following regular events were not able to be held or were restricted: • Southwold Pantomime evening • The Afternoon Tea Dance • Southwold Town Council Xmas Lights, although members were able, with suitable precautions, to erect the lighted crib in Southwold High Street. Club members were able to undertake car parking duties to raise funds by the kindness of the Millennium Foundation, the proceeds being shared with them. Donations were made to a number of causes, including To the Brain tumour research, Haiti Earth quake disaster fund, Tonga appeal and Lions Ukraine appeal. Planning is under way for this years Music on the Green music event.

Objectives and activities

Advancement of Citizenship.
Promoting the Voluntary sector for the public benefit locally, nationally
and international.
The relief of poverty by providing humanitarian aid and disaster relief.
The advancement of health, assisting disabled people.
Promoting conservation
Promoting community participation in healthy recreation.

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)

Having had regard to the guidance issued by the Charity Commission on
Public Benefit.
All trustees have now read the guidance document, and it will be ensured
that any new trustees will do so.
The Club has carried out the following activities this year in respect of the
objects of the Club.
The scope of activities undertaken this year must be seen against the
background of the global COVID-19 Pandemic. Owing to Government
legislation regulating social distancing, lockdowns, and because of the
vulnerability of some members, Some of the usual events have been
have been restricted.
The Club Held its annual Music on the Green event in July, when it
organises a local band to perform a free open air concert in the centre of
Southwold. The Club provides a BBQ and carries out a bucket collection,
and this is in aid of our Charity Fund, The event was extremely
successful.
The Club Held its annual Fete, This year it was held it on 1stMay where
May Pole dancing and Morris dancing took place, There was a good
number and variety of craft and trade stalls, This was also a very
successful event.
The following regular events were not able to be held or were restricted:
•
Southwold Pantomime evening
•
The Afternoon Tea Dance
•
Southwold Town Council Xmas Lights, although members were
able, with suitable precautions, to erect the lighted crib in
Southwold High Street.
Club members were able to undertake car parking duties to raise funds
by the kindness of the Millennium Foundation, the proceeds being shared
with them.
Donations were made to a number of causes, including To the Brain
tumour research, Haiti Earth quake disaster fund, Tonga appeal and
Lions Ukraine appeal.
Planning is under way for this years Music on the Green music event.

Additional details of objectives and activities (Optional information)

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You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

The Club’s policy on grant making is based on how the organisation has carried this out over its 45 year history before becoming a CIO. Applications from the public are heard at normal Club meetings and discussed by all members and Trustees. Based on the merits of the application the Club is invited to propose a sum and vote to accept or reject, counter proposals may also be heard. If the vote achieves a majority approval then it is then ratified by the Trustees and if approved the grant is made by the treasurer to the person or organisation requesting assistance.

Applications for funding from Commercial organisations or for Commercial or for potentially illegal purposes are automatically rejected.

The Club does not at present have any investments.

As the Club comprises of just 13 members it would not be able to function without the contribution of additional volunteers, such as partners and family members at the major fundraising events.

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Section D Achievements and performance

Section D	Achievements and performance	Achievements and performance
Summary of the main	Southwold (Sole Bay) Lions Club Annual Accounts
achievements of the charity during the year	1st June 2021- 31st May 2022
	Bank Statements on 1st June 2021
	Administration £ 4,017.66
	Charity £11,705.66
	Overall £15,723.80
	Income
	Subscriptions	£650
	Donations	£112.26
	Earnings	£3,720.37
	Total	£4,482.63
	Expenditure
	Dues	£930.13
	Meetings	£160.00
	Function costs	£1,354.52
	Total	£2,444.65
	Charitable Donations
	International
	Haiti Appeal	£200
	Tonga Appeal	£250
	Ukraine Appeal	£760
	Total	£1,210
	Local
	Welfare (Wallets/Bottles)	£95.36
	Rainbows	£100
	Royal British Legion	£60
	Ball for All	£44
	Brain Tumour Trust	£250

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Section D	Achievements andperformance	Achievements andperformance	Achievements andperformance
		Reydon Christmas Lights Southwold Christmas Tree Cats Protection Saxmundham Rumburgh Morris Dancers Guides Wrentham Band Total Overall Total Bank Statements 31st May 2022 Administration £4,697.34 Charity £10389.88 Overall £15,087.22	£340 £50 £100 £150 £75 £200 £1,464.36 £2764.36

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Section D Achievements and erformance p

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Section E Financial review

Brief statement of the charity’s policy on reserves

The charity currently has no policy on reserves.

Details of any funds materially in deficit

N/A

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

As stated in the previous report.

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

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