## **Trustees’ Annual Report for the period**
## **From 1/07/2020 Period start date To 30/06/2021 Period end date**
## **Charity name:Yarm District Lions Club (CIO)**
## **Charity registration number:1181191**
## **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 in particular by providing
humanitarian aid and disaster relief
5.The advancement of health or the saving
of lives
6.Promotingfor the benefit of the public the
conservation protection and improvement of
the physical and natural environment
7.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|The members of Yarm District Lions Club
are committed to serving their local
community as well as those in need on a
wider UK and world basis. Some of the
services and activities undertaken by the
club and its members are outlined below**.**
**Advancement of Citizenship:**The club and
its members strive to form as many links as
possible with Yarm Town
Council,voluntary,community and faith
groups in our geographical area. Pre Covid
this included working with Town Council to
organise an annual Charities Fair and
providing a Santa and Sleigh for the
Christmas lights switch on. Donations have
been made to youth groups e.g. junior
football teams and to Guides to allow them
to attend community projects.
**Promotion of Volunteering:**All our club
members are volunteers and make
donations to Lions Clubs International to
cover the clubs administration costs and
charges for centrally provided services to
help us carry out our activities. (e.g. to cover|
insurance, training and legal advice etc). It is a theme of Lions and of our club that every penny we raise from the public at large should be used to help support our service activities. Promoting volunteering is essential to our well being and to achieve the maximum public benefit. We encourage others to volunteer with us so that we can achieve more .Examples are those that help us organise Yarm Fun Run , marshal the run and man the water stations and finish area. We also sponsor youngsters raising funds so they can volunteer to help less fortunate people abroad. **Relief of Poverty/those in need/humanitarian aid and disaster relief:** We make donations to our International Foundation which responds rapidly to environmental crisis e.g.earthquakes,floods, all over the world. We donate to several local specialist charities to help them provide help to those in need. We provided a caravan holiday for a needy group. We collect donated food from a local supermarket and deliver it to a local food bank. We have supported other Lions Clubs who have been providing assistance to those affected by flooding in their area. **The advancement of health:** We distribute messages in a bottle (MIAB) free of charge to elderly and infirm people so their health condition and medication is readily available to the emergency services when called to assist. We also work closely with NE Ambulance service in advertising this service and distributing bottles. We keep a supply of bottles which other Lions Clubs can access if required. We provide lifts to hospital or doctor’s appointments for those who require assistance with travel arrangements. We have two collection points for spectacles which we then recycle. **Promoting the Conservation Protection and improvement of the Physical and Natural Environment:** Last November there was an initiative from the Lions Environmental Officer for each Lions Club to plant 10 trees per member. Unfortunately this project hasn’t been followed though due to covid. **Promoting participation in healthy recreation:** We organise and manage an annual Fun Run in Yarm ( A virtual run in 2020). Funds raised from this event are mainly used to help promote healthy recreation activity in local community e.g. supporting junior football teams.
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|---|---|---|---|
||Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|We confirm that the trustees take full and
proper account of the guidance from The
Charity Commission on public benefit when
determining their responses to requests for
assistance and arranging the clubs service
activities.|
**Additional information (optional)** You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
## **Achievements and Performance**
||SORP reference||
|---|---|---|
|Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|In July we normally organise Yarm Charities
Fair which give several local charities a fund
raising opportunity however this year this
was cancelled due to covid. On the same
day we normally organise Yarm Fun Run
this year due to covid we organised a virtual
run.
In December we normally take Santas
Sleigh to Yarm High Street, local shopping
complex and local supermarket giving
enjoyment to many children who came to
see Santa and have their photo taken. This
was not possible due to covid so we
organised a virtual appeal the money raised
was used to issue 120 food vouchers for
local supermarkets to people in need. We
also made several donations to local
charities.|
Again due to covid we were unable to offer lifts so that sight impaired people could attend the local blind society for social contact and a good lunch. Lifts also provided to allow those in need to attend a luncheon club. Lifts provided so people could attend doctors and hospital appointments. A local supermarket has a collection box for groceries at the check outs, we collect these donations and deliver them to a local food bank. At Christmas we also used some of the money raised from virtual appeal to purchase Christmas puddings and stollens for the food bank. We made grants to many local charities and local community groups. This includes three local hospices. Also Lions youth appeals. We organised a caravan holiday in Filey Lions caravan for a deserving family. We collected and recycled 508 pairs of spectacles.
## **Additional information (optional)** You may choose to include further statements where relevant about:
Achievements against Para 1.41 objectives set Performance of fundraising activities against objectives Para 1.41 set Investment performance Para 1.41 against objectives Other
## **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 £3,636
available to fund charitable causes including
£300 restricted to specific ventures. This is
considered a reasonable balance to cover
cash flow and to give the club the capability
to make a grant 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
launched fail to generate income.|
|Amount of reserves held|Para 1.22|Typically £2000, the amount is reviewed
before making any grants or initiating any
activity project.|
|Reasons for holding zero
reserves|Para 1.22||
|Details of fund materially in
deficit|Para 1.24||
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23||
## **Additional information (optional)**
You may choose to include further statements where relevant about:
|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|The main sources of funds are money
collections at local supermarkets and
entrance fees to fun runs.|
|---|---|---|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46||
|A description of the principal
risks facing the charity|Para 1.46||
|Other|||
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution and Bylaws|
|How is the charity
constituted?
(e.g 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 Para 1.51 training of trustees Part of Lions Clubs International District 105N. The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
## **Reference and Administrative details**
|Charity name|Yarm District Lions Club (CIO)|
|---|---|
|Other name the charity uses||
|Registered charity number|1181191|
|Charity’s principal address|12 Goulton Close,
Yarm,
TS15 9RY|
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**Names of the charity trustees who manage the charity**
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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 (ifany)**|
|---|---|---|---|---|
||Ian Fyfe|||Yarm District Lions Club|
||Stuart Hewerdine|||Yarm District Lions Club|
||John Millington|||Yarm District Lions Club|
||Michael Shepherd|Treasurer||Yarm District Lions Club|
||Christopher Kendrew|Immediate Past
President||Yarm District Lions Club|
||Ian Gilg|Secretary||Yarm District Lions Club|
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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)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
Declarations
The truste8s do¢lare that th•y twv• approv•d th• Iru•tw•' r•port •bov•.
Signed on behalf of th• charity'• trustM•
Signaturn(s)
Full n*m•(•)' M i ¢ M.
Position (eg S&¢r•t•ry,