Trustees' Annual Report for the period
Period start date Period end date Day 01 Month Year 2022 Day 31 Month May Year 2023 June To
From
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
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled **to appoint trustee(if any) ** |
|---|---|---|---|---|
Jeff Fuller |
President | 01/07/22 – 30/06/23 | ||
Phil Slater |
1stVice President | 01/07/22 – 30/06/23 | ||
Colleen Rackham |
2ndVice President | 01/07/22 – 30/06/23 | ||
Richard Wood |
Treasurer | 01/07/22 – 30/06/23 | ||
David Durrant |
Secretary | 01/07/22 – 30/06/23 | ||
| Carol Southam | 3rdVice President | 01/07/22 – 30/06/23 | ||
| Paul Carter | Past President | 01/07/22 - 30/06/23 |
Names of the trustees for the charity, if any, (for example, any custodian trustees)
| Name | Dates acted if not for wholeyear | |
|---|---|---|
| N/A | ||
Names and addresses of advisers (Optional information)
| Type of adviser | Name Address |
Name Address |
|---|---|---|
| N/A | ||
Name of chief executive or names of senior staff members (Optional information)
N/A
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Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document
- (eg. trust deed, constitution)
Constitution
How the charity is constituted
Charitable Incorporated Organisation
- (eg. trust, association, company)
Trustee selection methods
- (eg. appointed by, elected by)
Election at AGM
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 previously reported 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. Two members have since declared being ‘ At Large’ (Lions terminology for a member who remains on the books but not actually active).
Difficulties are ongoing recruiting new members from the declining population of the town and surrounding areas Further attempts are being 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. This is currently delayed awaiting the outcome of an ongoing claim by a member of the public against the Henham Steam Rally Company as a result of damage to a Steam engine. Once this has been resolved the amount of the fund available to be returned to Southwold Lions will be known and is expected early next year.
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Section C Objectives and activities
| Summary of the objects of the charity set out in its governing document 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) |
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. |
|---|---|
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 Club planned to hold its annual Music on the Green event in July, however due to a last minute withdrawal of the band the event event had to be cancelled. Southwold Town Council Xmas Lights event club members were able to erect the lighted crib in Southwold High Street. In March the Club held its annual Afternoon Tea Dance for senior Citizens. This was well attended and enjoyed The Club Held its annual Fete on the Spring Bank Holiday at the end of May. A good number and variety of craft and trade stalls, This was also a very successful event. Planning is currently under way for next years regular events, Tea Party, Fete and Music on the Green music event. |
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Additional details of objectives and activities (Optional information)
The Club’s policy on grant making remains based on how the You may choose to include further organisation has carried this out over its 45 year history before becoming a CIO. Applications from the public are heard at normal Club meetings statements, where relevant, about: and discussed by all members and Trustees. Based on the merits of the • policy on grantmaking; application the Club is invited to propose a sum and vote to accept or • policy programme related reject, counter proposals may also be heard. If the vote achieves a investment; 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 • contribution made by requesting assistance. volunteers.
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
Summary of the main achievements of the charity during the year
Southwold (Sole Bay) Lions Club Annual Accounts 1[st] June 2022 - 31[st] May 2023
Bank Statements on 1[st] June 2022
Administration £ 4,677.34 Charity £10,389.88 Overall £15,067.22
Income Subscriptions £ 698.00 Donations & Gift Aid £ 701.22 Events & Functions £5,363.28 Total £6,762.50 Expenditure Dues £1,122.13 Meetings £ 180.00 Club Expenditure £3492.13 Fete £1959.39 Music on the Green £1,555.88 Total £8,309.53
| Charitable Donations | |
|---|---|
International |
|
| Puerto Rico Flood Appeal | £100 |
| Turkey Appeal | £500 |
| Total | £600.00 |
Local |
|
| Klondyke Skate Park | £ 500.00 |
| Royal British Legion | £ 75.00 |
| Panto Group | £ 750.00 |
| DG Wife Breakfast Appeal | £ 250.00 |
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| Section D | Achievements andperformance | Achievements andperformance | Achievements andperformance |
|---|---|---|---|
| Reydon Christmas Lights Southwold Xmas Lights Lucy Cook (Honduras Placement) 3 Million Steps Welfare Payment URC electricity Total Overall Total Bank Statements 31st May 2023 Administration £2,456.92 Charity £7,876.29 Overall £10,333.21 |
£ 250.00 £ 250.00 £ 350.00 £ 100.00 £ 41.98 £ 20.00 £2,586.98 £(4,734.01) |
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Section D Achievements and performance
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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.
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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
Signed on behalf of the charity’s trustees Date
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