## **ANNUAL REPORT TO CHARITIES COMMISSION** The Global Pandemic and 3 periods of Lockdown presented Stone Lions Club (CIO) with many challenges. Our fundraising activities were severely limited, which had a huge impact on our Welfare and Service Activities and our monthly Charity Lottery (3C’s), plus some donations from members of the community, was our main source of income for over 12 months. However, we did manage to support a number of local causes to a value in excess of £3,450, including making contributions towards the cost and maintenance of special equipment for children and young adults with complex needs; providing goods for local families being re-housed following domestic abuse; purchasing sleep pods for homeless ex-service personnel and delivering hand moisturiser and shampoo for staff in the Critical Care Unit of University Hospital North Midlands. We also liaised with the Stone Community Hub and Women’s Aid Stafford and contributed funds to deliver Christmas food parcels to families in need and purchased vouchers for essential equipment for families being re-housed in a safe environment. Our Mobility Scheme continued throughout Lockdown, albeit in a reduced format and, by following a strict cleaning and sanitising protocol, we were able to supply wheelchairs, walkers and other small items where they were needed. With the support of our friends at Disable Aids (Cannock) we were able to arrange for any necessary repairs to mobility scooters, although it was not possible to issue scooters to new users due to the need for 1 to 1 instruction. The scheme is now back to normal and working at 100% capacity. Likewise, Lockdown meant that we needed to find an alternative way to carry out our annual PSA Blood Testing Event in September 2020 and, with the help of The Graham Fulford Trust, we arranged for tests to be carried out and submitted by post at a subsidised cost. Over 180 men took advantage of this service which will be repeated in September 2021 but we are planning for a return to normal over the coming months, with actual testing taking place in person in April 2022. It was a year where we needed to make many changes to the way we approached our activities but we are looking forward to the future with confidence. Lion Christine Handley Immediate Past President Stone Lions Club # **Trustees’ Annual Report for the period** **From : 01/07/2020 (Period start date) To : 30/06/2021 (Period end date)** ## **Charity Name: Stone Lions Club (CIO)** **Charity registration number: 1180413** ## **Objectives and Activities** **----- Start of picture text -----**
SORP reference
Summary of the purposes Para 1.17 To empower volunteers to serve their
of the charity as set out communities, meet humanitarian
in its governing needs, encourage peace, and promote
document international understanding through
Lions Clubs.
The objects as set out in the charity’s
constitution are:
• The advancement of citizenship,
• Promoting the voluntary sector for
the public benefit,
• Promoting volunteering,
• The relief of poverty and the relief of
those in need in particular by providing
humanitarian aid and disaster relief,
• The advancement of health or the
saving of lives ,
• Promoting the conservation,
protection, and improvement of the
physical and natural environment, and
• Promoting community participation in
healthy recreation.
Summary of the main Para 1.17 and The Club’s ability to raise funds was
1.19
activities in relation to seriously affected by COVID+
those purposes for the restrictions and as such limited to:-
public benefit, in - Holding the monthly 3C’s draw.
particular, the activities, - A longstanding and loyal club
projects or services supporter hand producing and selling
identified in the PPE and face masks.
accounts. - Voluntary donations made in support
of our community mobility scheme and
other local support initiatives.
Funds so raised enable the Club to :-
- Run the annual PSA (prostate testing)
event albeit on a postal basis.
- Run a mobility and disability aids
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service in the local community, subject
to COVID+ limitations.
- make donations to a number of local
good causes and national charities with
local connections,
- provide aid, both monetary and
physical, in individual cases of need.
Statement confirming Para 1.18 In conjunction with the objectives of
whether the trustees Lions Club International the Trustees
have had regard to the have complied with their duty to
guidance issued by the ‘Public Benefit’ as published in
Charity Commission on guidance issued by the Charity
public benefit Commission. Also, the trustees work
with reference to the Charity
Commission trustee guidance
document ‘The Essential Trustee -
What You Need To Know’ and monitor
Charity Commission Trustees
newsletters.
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
SORP reference
Policy on grant making Para 1.38 - The Club aims to make grants and
donations where it is considered they
will make an appreciable difference.
- The Club will consider international
and national funding requests received
via the Lions Clubs International
Foundation.
- The Club will not normally support
applications from large national
charities except where they meet a
particular need in Stone or surrounding
areas.
Policy on social Para 1.38 The Club does not make any
investment including investments, except for purchases of
program related items which are necessary for their
investment fundraising activities, and which are
written off in full in the year of
purchase.
Contribution made by Para 1.38 All Stone Lions Club members are
volunteers volunteers – albeit paying an annual
subscription. They are assisted at
times by non-subscription paying
friends and relatives, again entirely on
a voluntary basis.
Other
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## **Achievements and Performance** **----- Start of picture text -----**
SORP reference
Summary of the main Para 1.20 All monies raised are distributed to
achievements of the causes selected in accordance with the
charity, identifying the Grant Making Policy and/or used to pay
difference the charity’s for supplies and equipment and fees
work has made to the necessary for fund raising activities.
circumstances of its
beneficiaries and any Donations made in 2020/2021 to
wider benefits to society charities and other organisations
as a whole. totalled £5711..
These include:
Primarily a number of local causes, inc
PPE for the Royal Stoke UHNM, the
local food bank, area specific women’s
aid refuge and local initiatives during
COVID+ lockdown.
Purchase the supply and organise the
distribution of the Lions “Message in a
Bottle” scheme.
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## **Additional information (optional)** **----- Start of picture text -----**
You may choose to include further statements where relevant about:
Achievements against Para 1.41
objectives set
Performance of Para 1.41
fundraising activities
against objectives set
Investment performance Para 1.41
against objectives
Other
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## **Financial Review** **----- Start of picture text -----**
Review of the charity’s Para 1.21 There are 3 accounts – charity, admin
financial position at the and 3C’s. At the end of the Lions year
end of the period 2020-21 the balances were charity
£10,349, admin £1,476 and 3C’s
£2,346.
Statement explaining the Para 1.22 Policy on reserves - The Club
policy for holding distributes funds prudently and in
reserves stating why they accordance with its Grant Making
are held Policy, as and when they are available.
The only restricted fund held is the PSA
(Prostate Specific Antigen) testing
monies as the public were advised that
the money was raised for this specific
purpose.
Amount of reserves held Para 1.22 The club’s activities require no fixed
levels of reserve funds.
Reasons for holding zero Para 1.22 N/A
reserves
Details of fund materially Para 1.24 None
in deficit
Explanation of any Para 1.23 N/A
uncertainties about the
charity continuing as a
going concern
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## **Additional information (optional)** You may choose to include further statements where relevant about: The charity’s principal Para 1.47 sources of funds (including any fundraising) Investment policy and Para 1.46 objectives including any social investment policy adopted A description of the Para 1.46 principal risks facing the charity Other ## **Structure, Governance and Management** **----- Start of picture text -----**
Description of charity’s
trusts:
Type of governing Para 1.25 CONSTITUTION (Adopted 2 October
document 2018)
How is the charity Para 1.25 Chartered under the jurisdiction of the
constituted? International Association of Lions Clubs
and registered with the Charity
Commission (England and Wales) as a
Charitable Incorporated Organization.
Trustee selection Para 1.25 Elected by the Membership,
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
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## **Additional information (optional)** You may choose to include further statements where relevant about: Policies and procedures Para 1.51 adopted for the induction and training of trustees The charity’s Para 1.51 organisational structure and any wider network with which the charity works Relationship with any Para 1.51 related parties Other ## **Reference and Administrative details** **----- Start of picture text -----**
Charity name Stone Lions Club (CIO)
Other names the charity Stone Lions Club
uses Stone Lions
Registered charity 1180413
number
Charity’s principal 7 Heathfield Avenue, Stone, ST15 0HD
address
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## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Name of person (or
Dates acted if not for body) entitled to
Trustee Name Office (if any)
whole year appoint trustee (if
any)
1 Mrs C M Handley Chair/President
2 Mr D J Handley
3 Mr A Clayton
Mr N S Gater
4
5 Mr R W Mackie Secretary
Mr R W Niven Treasurer
6
7 Mrs R A Smith 1 Jul 20 – 12 Jan 21
8
9
10
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved **Director name** Name of trustees holding title to property belonging to the charity |**Trustee**|**name**
**Dates**|**acted**|**if**|**not**|**for**|**whole**| |---|---|---|---|---|---|---| ||**year**|||||| ## **Funds held as custodian trustees on behalf of others** Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Type of**|**Name**|**Address**| |---|---|---| |**adviser**||| **Name of chief executive or names of senior staff members (Optional information)** ChathCr•mmlss6on for En￿and andW*s STONE LION5 CLUB ICIOI CJO No 1180413 Receipts and payments accounts For the perK*l Oljuty 2020 CC16a to 30JU￿ 2021 Unre5trirte funds Restritted fvn(ls Total funds Al R￿￿pts Lastyear Fund raisdng3rtmt￿S Communitycharty commitment General donations rÈcewed Mobility Scheme donation5 PSA Testing don*th% Subscriptions Social events Membership donat￿n$ Miscellaneous reteipts GiftAid 839 3,216 839 3.216 3.085 2.625 825 1.710 5.3 3,282 1.815 1,758 7.807 1625 825 L710 3,428 378 312 921 266 271 255 266 271 255 Total t¢￿[pts 12267 m2 26.691 A3 PayTrerbts Fund raising expenses CommuDityChartty¢ommtimÈni priies Welfare donations Welfare artivit M¢bilitySthemÈ expenses PSA Te5tillgexpense5 Fees to ￿OnS, organisatK Social e￿￿t expen5e5 P￿Sident'S homrarium Insurance publ￿ relatRins Statutory lic**es Room hire Equipment purchasE Administration tost5 M15cellaneous payments 1.530 10,449 515 3.415 6.535 2.145 3.275 5.711 279 2.424 5.711 279 2.424 2,324 IA74 2.324 I￿74 97 102 135 97 102 135 103 75 20 332 65 145 20 23 65 23 65 2324 14.547 lo￿05 Met of re¢eiptsllpaymentsl -1,455 Cash fund5 1 Juty2020 Cash fvnd$30June 2021 7.281 5,782 15,627 14.172 839) Charitycommisitm) report 2020 21 lof2 0811112021 Notes l The CIO ha5 noendowmentor investment funds 2 The ontyassets thatthe club hokls sa quarttityofsecond hand rn0￿1ty ahls hwng no commercrdlTrralue 3 The P&A IPr05tate testingl restricted fund is ihe On￿ e¥entwhere the publ have been advised that the money r3i5ed is fora specffic PUfWSÈ 4 The CIO has notash funds or monetaryassets apart from the accwntsdelailed abtNe 5 The CIO ha5 nofinancial li?bilities Si8ned by Onèof two trustees c¥) of all thettystees 5iEnature Print name Date of approval FI ('LAfio