| SORP reference | ||||||||
|---|---|---|---|---|---|---|---|---|
| Summary | ofthe purposes | of | Para1.17 | To advance citizenship, by promoting the |
||||
| the charity as set | out | in its | principles ofgood citizenship and encourage |
|||||
| governing | document | members to take an interest in the community. |
||||||
| Encourage people to serve the community |
||||||||
| without reward and promote high standards |
in | |||||||
| dealings with the community. |
||||||||
| Support youth to develop their skills, | ||||||||
| capacities, and capabilities and to participate |
in | |||||||
| society. | ||||||||
| Promote health assist people in the leading of |
||||||||
| independent lives and help to manage health |
||||||||
| issues | ||||||||
| Promote the voluntary sector and volunteering |
||||||||
| and aid relief of poverty and the giving of | ||||||||
| humanitarian aid and disaster relief. |
||||||||
| Summary activities |
ofthe main in relation to those |
Para 1.17and 1.19 |
The main benefits undertaken for public are provision ofMessage in a Bottle which is an aid |
|||||
| purposes | for the public | to help people remain in their own homes and |
||||||
| benefit, in particular, activities, projects or |
the | assist the local emergency services when called out. |
||||||
| services | identified | in | the | |||||
| accounts. | Collaborated with the local Community |
|||||||
| Voluntary Services Tendring to promote |
||||||||
| volunteering and assisting others. |
||||||||
| Donated food and monies to the local | ||||||||
| foodbanks to allow them to provide additional | ||||||||
| meals during the lockdown period. |
||||||||
| Worked with organisations supplying meals to |
||||||||
| the lonely, vulnerable, and homeless. |
||||||||
| Over many years the local Rotary Club have | ||||||||
| provided meals for the elderly ofClacton but |
||||||||
| unfortunately due to Covid causing an inability |
||||||||
| to raise the necessary fund and an aging | ||||||||
| membership they felt unable to do this at |
||||||||
| Christmas 2020.The Lions collaborating with |
||||||||
| the Veterans Breakfast Club and a local church | ||||||||
| we were able to offer meals to 250elderly and | ||||||||
| lonely in the Tendring area. This required the |
| purchase ofthe food, cooking ofthe meals and | |||||
|---|---|---|---|---|---|
| recruitment ofvolunteer drivers to deliver |
|||||
| them. We also provided each meal recipient |
|||||
| with a 'goody bag' containing chocolate and a small gift etc.' |
|||||
| Statement | confirming | Para 1.18 | At all times, the trustees keep in mind the need |
||
| whether | the trustees | have | to follow the approved Grants Policy whilst |
||
| had regard | to the guidance | keeping in mind the requirements ofthe |
|||
| issued | by the Charity | Charity Commission on Public Benefit and this |
|||
| Commission benefit |
on public | is always at the forefront ofany recommendations made to the club members |
|||
| on expenditure and activities undertaken. |
| ou ma c |
ho | ose to | include fu | rther statements | where relevant about: |
|---|---|---|---|---|---|
| SORP reference | |||||
| We have a clear grant making policy and |
|||||
| Para 1.38 | members always follow that when considering |
||||
| Policy on | grant making | bids for funds or assistance whist at the same | |||
| time considering the need for public benefit. |
|||||
| Policy on | social investment | Para 1.38 | |||
| including | program | related | |||
| investment | |||||
| We do not use volunteers all work i.e., |
|||||
| Para 1.38 | fundraising is carried out by members of |
||||
| Contribution | made | by | Clacton on Sea Lions Club and their immediate | ||
| volunteers | family. | ||||
| Other |
| SORP reference | |||||||
|---|---|---|---|---|---|---|---|
| During the period covered by the report we were | |||||||
| lucky to receive a grant off10,000from | |||||||
| Summary ofthe main achievements ofthe |
Para 1.20 | Tendring District Council from Government Funding which made up much ofour income |
in | ||||
| charity, | identifying | the | the year and this enabled us to continue to make |
||||
| difference the charity's work has made to the circumstances of its |
donations. Whilst no specific conditions were attached to the grant the Clacton on Sea Lions |
||||||
| beneficiaries | and | any | Club {CIO)have decided that the money will only |
||||
| wider benefits | to | society | be used to support projects which benefit the | ||||
| as a whole. | people ofTendring. To this end not all the grant |
||||||
| was utilised in the year 2020/21 and some has |
|||||||
| been carried forward ringfenced for future |
|||||||
| projects during 2021/22. In some ways it was | a | ||||||
| difficult year as many ofthe | |||||||
| organisations/groups we would normally assist |
|||||||
| were not operating normally and not seeking |
|||||||
| funding however, in total Clacton on Sea Lions |
|||||||
| {CIO)donated just overf6,100to groups and | |||||||
| individuals in the local community plus other |
|||||||
| local and national charities. This includes funds |
|||||||
| which were donated to the Lions Clubs | |||||||
| International Foundation (LCIF)to support its |
|||||||
| work in eradicating preventable blindness, the |
|||||||
| elimination ofmeasles word wide and disaster |
|||||||
| relief such as was undertaken followed when |
|||||||
| there was a large explosion in Lebanon. Any |
|||||||
| donations handed out by LCIFare used by |
|||||||
| members of Lions Clubs living locally and are | |||||||
| therefore guaranteed to reach those who need |
|||||||
| help most. | |||||||
| We continued to issue Message in a Bottle |
|||||||
| throughout the year and over 843were issued. |
|||||||
| These bottles are stored in a central place in |
|||||||
| individuals' homes such as the fridge and contain |
|||||||
| paperwork to show Illnesses, medication, and |
|||||||
| any other relevant information such as next of |
|||||||
| kin. The bottles are well known to the | |||||||
| emergency services who (who find them |
|||||||
| especially useful) and help to issue them on our |
|||||||
| behalf. They look for them when they attend a |
|||||||
| person's home so they can have the necessary |
|||||||
| information to hand especially ifthe patient ins |
|||||||
| unconscious or cannot otherwise speak. |
|||||||
| Donations were also made to two local | |||||||
| organisations supplying meals to those in need |
|||||||
| the first was a breakfast club for forces veterans |
| in need offriendship and companionship and the |
|---|
| second was for those who are homeless. |
| Paid for physiotherapy for a young teenager with |
| multiple physical problems to help her gain |
| independence and mobility. This is ongoing for a |
| further year. |
| Worked with a local school to distribute 143 |
| parcels from their Harvest Festival to the needy |
| in the local area. |
| Donated to Hope for tomorrow. Hope for |
| tomorrow is a dedicated charity working with |
| the local hospital brings cancer care closer to |
| patient's local area via Mobile Cancer Care Units |
| one ofwhich operates in the area covered by |
| Claton on Sea Lions (CIO). Use ofthese units |
| prevents people living in rural areas having to |
| travel long distances to receive treatment. The |
| funding was specifically for its work in the |
| Tendring area |
| Due to the lockdown and Corona Virus the local |
| foodbanks like many others suffered a huge |
| surge in demand for their services and found it |
| difficult to cope with the demands placed on |
| them. Donations were made to the 5 local |
| foodbanks to support them. Additionally in |
| addition to the foodbanks we supported Food |
| Cycle which provides food parcels as well as |
| providing hot meals for the homeless, hungry, |
| and lonely either at their centres or a a takeaway |
| service. Also supported was Tendring Elder Care |
| which provides support parcels to the vulnerable |
| elderly. |
| Additional | information | information | {optional) | {optional) | ||
|---|---|---|---|---|---|---|
| You ma | choose to include | further statements | where relevant about |
|||
| No specific achievements set but the CIO looks |
||||||
| to support the greatest number of local | ||||||
| Achievements | against | Para 1 41 | organisations/individuals as funds will allow. |
|||
| objectives | set | |||||
| Whilst no fund-raising targets are set there is |
||||||
| always an expectation that each year the | ||||||
| Performance offundraising activities against objectives |
Para 1.41 | Clacton on Sea Lions Club (CIO) will match or exceed the previous year's income. We |
||||
| set | normally manage to achieve this but the |
|||||
| lockdown due to Covid 19has seriously |
||||||
| affected our income and between July 2020 |
||||||
| and the end ofJune 2021although were able |
||||||
| to start some limited fundraising in May 2021. |
||||||
| We do not undertake any investments other |
||||||
| than having surplus funds in a higher interest |
||||||
| Investment | performance | Para 1.41 | 90savings account although returns from this |
|||
| against objectives | have diminished due to the falls in interest |
|||||
| rates. This will have no significant impact ofthe |
||||||
| CIO or its ability to conduct its work. | ||||||
| Other |
| inanc | ial Review |
ial Review |
ial Review |
|||
|---|---|---|---|---|---|---|
| Review | ofthe charity's | Para 1.21 | We managed to donate 66,130during the year | |||
| financial | position | at | the end | despite reduced income and the charity |
||
| ofthe period | remains in a strong financial position and able |
|||||
| to move forward in 2021/22. |
||||||
| Statement explaining |
the | Para 1.22 | The Clacton on Sea Lions (CIO) has a reserves | |||
| policy for holding | reserves | policy which states that reserves will be at |
||||
| stating | why they | are | held | f3000or 10%ofthe available balance. These |
||
| figures are chosen specifically to allow three | ||||||
| years payments to be made to those |
||||||
| organisations who currently receive annual |
||||||
| donations to allow them to find other funding | ||||||
| sources to offset the loss ofincome from | ||||||
| Clacton on Sea Lions should the club cease to | ||||||
| exist. It will increase as any additional | ||||||
| organisations are added to the annual donation |
||||||
| list. | ||||||
| Amount | ofreserves | held | Para 1.22 | f3,000 (held in the 90day deposit account) | ||
| Reasons for holding | zero | Para 1.22 | Not applicable | |||
| reserves | ||||||
| Details | offund materially | in | Para 1.24 | Not Applicable | ||
| deficit | ||||||
| Explanation ofany |
Para 1.23 | No concerns | ||||
| uncertainties about the |
||||||
| charity | continuing | as a going | ||||
| concern |
| Additional | information | information | information | information | (optional) | (optional) | ||
|---|---|---|---|---|---|---|---|---|
| You ma | choose | to | include further statements | where relevant about: | ||||
| Collection ofmonies from the public for either | ||||||||
| The charity*s principal sources offunds {including any fundraising) |
Para 1.47 | general charitable use or specific causes i.e., MacMillan Coffee Morning where all funds raised are handed over to the specific charity. The Lions charity has a good name locally and |
||||||
| requests to members ofthe public when | ||||||||
| collecting for funds are well received by the |
||||||||
| public who often seek us out in preference to | ||||||||
| others. We also have a particularly good |
||||||||
| working relationship with the local |
||||||||
| supermarkets who again are always happy to |
||||||||
| allow us space for collection on funds. | ||||||||
| We do not undertake any investments as our |
||||||||
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | income is not enough tojustify this. However, any surplus funds are deposited in a higher in interest 90day account to try and generate a small additional income. |
||||||
| An ageing membership makes it more difficult |
||||||||
| to ensure enough people are available to |
||||||||
| A description risks facing |
of the |
the principal charity |
Para 1.46 | undertake collections to raise money. Also, the Covid 19lockdown has prevented us from |
||||
| being able to operate over the last few months | ||||||||
| meaning our readily available funds have |
||||||||
| diminished. Although we do have funds |
||||||||
| available in our 90day deposit account and |
||||||||
| these will be used ifnecessary, to ensure we | ||||||||
| are able to meet any demands we are reluctant |
||||||||
| to transfer more than necessary to allow these | ||||||||
| to be available for as long as possible. The f3,000 reserve is held within this account so |
||||||||
| funds will never be allowed to drop below that | ||||||||
| figure. | ||||||||
| All charitable funds raised from the public and |
||||||||
| Other | other sources are used for the benefit of | |||||||
| others. All administration costslfees come |
||||||||
| from members annual subscriptions and other |
||||||||
| payments from members such as fines at |
||||||||
| meetings for silly comments and are keep |
||||||||
| totally separate from Charitable funds in their |
||||||||
| own account. |
| Description | of charity's | |||||
|---|---|---|---|---|---|---|
| tr"us'ts: | ||||||
| Type of governing document |
Para 1.25 | Constitution | ||||
| 'trust deed | ro 'al charter:, | |||||
| How is the charity | Para 1.25 | Charitable Incorporated Organisation |
||||
| constituted? | ||||||
| (e.g unlncol | pol steel | |||||
| Bssoclatlon, | CIO,' | |||||
| Trustee selection methods | Para 1.25 | Certain members are Trustees by dint of |
the | |||
| including details of any |
position they hold within the Clacton on | Sea | ||||
| constitutional provisions election to post or name |
e.g. of |
Lions Club i.e., President. These positions are decided annually by nomination and election |
||||
| any person | or body entitled | and cease when the office isvacated. Three | of | |||
| to appoint one or more trustees |
the Trustees are elected for a three-year period (one retiring each year) by members |
of | ||||
| the club by ballot after nomination. | ||||||
| Additional information |
{optional) | |||||
| You ma choose to include further statements |
where relevant about: |
|||||
| All new Trustees are existing members and |
||||||
| Policies and | procedures | have worked with and seen the Trustees | ||||
| adopted for and training |
the induction oftrustees |
Para 1.51 | operating. They are also given a copy ofthe charity deed, grants policy and information |
on | ||
| a Trustees responsibility as outlined in the |
||||||
| Charity Commission booklets |
||||||
| CC3 The Essential Trustee βAn Introduction | ||||||
| The essential Trustee β6 Main Duties | ||||||
| The charity works within the framework | and | |||||
| The charity's | organisational | structure of Lions Clubs International which |
has | |||
| structure and any wider network with which the |
Para 1.51 | its headquarters in the USA. There is also national organisation based on a regional |
a basis |
|||
| charity works | to ensure clubs work within the aims ofthe | |||||
| organisation. Each country works within |
its | |||||
| laws i.e.,data protection. | ||||||
| Relationship | with any | None | ||||
| related parties | Para 1.51 | |||||
| Other | None |
| Charit | name | Clacton on Sea Lions Club | CIO | ||
|---|---|---|---|---|---|
| Other name the charit | uses | None | |||
| Re istered charit | number | 1181486 | |||
| Charity's | principal | address | 2 Albany Gardens East | ||
| Clacton on Sea | |||||
| Essex | |||||
| CO15 6HW |
| Trustee | name | Office (ifany) | Dates acted ifnot for whole ear |
Name ofperson (or body) entitled to a oint trustee (ifan |
||
|---|---|---|---|---|---|---|
| 1 | Alan Mercer | President | Clacton on Sea Lions | |||
| 2 | Keith Blower | Vice President | Clacton on Sea Lions | |||
| 3 | Irene Lock | Secretary | Clacton on Sea Lions | |||
| 4 | Ben Carroll | Treasurer | Clacton on Sea Lions | |||
| 5 | James Godden | Membership | Secretary | Clacton on Sea Lions | ||
| 6 | Vacant | Imm. Past President | Clacton on Sea Lions | |||
| 7 | Andrew | Johnston | Trustee | Clacton on Sea Lions | ||
| 8 | Stephen | Cooper | Trustee | Clacton on Sea Lions | ||
| 9 | Adrian | Robinson | Trustee | Clacton on Sea Lions | ||
| 10 | ||||||
| 11 | ||||||
| 12 | ||||||
| 13 | ||||||
| 14 | ||||||
| 15 | ||||||
| 16 | ||||||
| 17 | ||||||
| 18 | ||||||
| 19 | ||||||
| 20 |
| Funds held as custodian | Funds held as custodian | trustees on behalf ofothers |
|---|---|---|
| Description ofthe assets |
None | |
| held in this capacity | ||
| Name and objects ofthe | Not Applicable | |
| charity on whose behalf | the | |
| assets are held and how | this | |
| falls within the custodian | ||
| charit 's obects |
||
| Details ofarrangements | for | Not Applicable |
| safe custody and | ||
| segregation ofsuch assets |
||
| from the charity's own |
||
| assets |
| on behal | f ofthe charity's | trustees | ||
|---|---|---|---|---|
| Signature(s | ||||
| Full name(s) | Ben Charles Carroll | Irene | Mary Lock | |
| Position | (eg Secretary, | Treasurer | Secretary | |
| Chair, etc) | ||||
| Date |
| CLACTON | on SEA LIONS (CIO) | ||
|---|---|---|---|
| CAMBRIDGE | and COUNTIES BANK | ||
| for PERIOD 1 JULY 2020 - 30JUNE 2021 | |||
| Income | Expenditure | ||
| 197.16 | Interest | ||
| 197.16 | |||
| 21,459.69 | Bal B/F 1 July 2020 | Bal C/F 30June 2021 | 21656.85 |
| 21,656.85 | 21,656.85 |
| for Pe | riod | I JULY 2020-3 | 0JUNE 2021 | |||
|---|---|---|---|---|---|---|
| Income | Ex enditure | |||||
| 1,470.00 | Membership Fees |
2,345.30 | ||||
| Postage | 48.80 | |||||
| 1,035.00 | Ebay Sales | |||||
| Domain Fee | 16.68 | |||||
| 50.00 | Donations Received |
|||||
| Recoverable Expenses | ||||||
| 475.00 | Sale Spec Cases | |||||
| Registration | Fee (Information | Commisioner) | E | 35.00 | ||
| Stationary | 21.32 | |||||
| Flowers | 31.80 | |||||
| Miscellaneous 8 Admin |
57.75 | |||||
| Printing | 86.39 | |||||
| 12.70 | Regalia | 54.49 | ||||
| 3,042.70 | 2,697.53 | |||||
| 1,502.62 | 8/F 1 | July 2020 C/F |
30June 2021 | 1,847.79 | ||
| 4,545.32 | 4,545.32 |
| 612.00 | Auction | |
|---|---|---|
| 285.01 | Car BootSale | |
| 210.00 | McMillian Coffee Mornimg | |
| 2,073.44 | Donations Received |
|
| 132.00 | Easter Egg Raffle | |
| 10,000.00 | Grant Tendring District Council |
|
| 250.00 | Refund from British Youth Music Theatre | |
| Insurance | 98.00 | |
| 45.00 | Weekly Quiz Sheets | |
| 438.00 | Quiz Sheets | |
| 465.00 | Sale Specs Cases | |
| 1,035.00 | Ebay Sales | |
| Zoom Fee | 143.88 | |
| Youth Projects | 166.00 | |
| CVST (Affiliation fee) | 20.00 | |
| 24.06 | Amazon - Smile Donation | |
| 138.65 | The Ink Bin | |
| Domain Fee | 148.50 | |
| Storage Unit - Rent | 1,875.00 | |
| Storage Unit - Council Tax | 266.24 | |
| Storage Unit - Electricity | 47.60 | |
| Storage Unit - Insurance | 207.96 | |
| Miscellaneous 8 Admin |
180.00 | |
| Message in A Bottle |
190.00 | |
| Fund Raising Expences | 82.70 | |
| Donations - Made |
6,130.00 | |
| Defibrilator | 1,122.90 | |
| Defibrilator Spares | 108.00 | |
| 15,708.16 | 10,786.78 | |
| 2,916.73 | B/F 1 July 2020 C/F 30June 2021 |
7,838.11 |
| 18,624.89 | 18,624.89 |
| LCIF Lebanon Appeal | 100.00 |
|---|---|
| Stowmarket and District Lions - Memory Tony Logue |
50.00 |
| Clacton Veterans Breakfast Club |
500.00 |
| Macmillian Cancer Support |
250.00 |
| Royal British Legion | 40.00 |
| Clacion Veterans Breakfast Club | 300.00 |
| Walton Food Bank | 200.00 |
| Brightlingsea Food Bank |
200.00 |
| Maningtree and District Food Bank |
200.00 |
| Salvation Army |
200.00 |
| Harwich Food Bank |
500.00 |
| Trinity Methodist Church |
100.00 |
| Brightlingsea Food Bank |
1QO.QO |
| Crisis at Christmas | 180.00 |
| Essex 8 Herts Air Ambulance | 20.00 |
| British Heart Foundation | 10.00 |
| EACH | 10.00 |
| Royal British Legion | 10.00 |
| GOSH | 20.00 |
| Cancer Reasearch | 20.00 |
| Multiple Scorosis Society - Clacton | 20.00 |
| Clacton Veterans Breakfast Club | 150.QO |
| Food Cycle | 200.00 |
| PCC StJohns Church | 350.00 |
| Tendring Elder Care |
500.00 |
| St Helena Hospice | 200.00 |
| The Deputy's Gift Fund |
500.00 |
| Hope for Tomorrow | 600.00 |
| LCIF Croatia Appeal | 250.00 |
| LCIF India Appeal | 250.00 |
| LCI 105CE | 100.00 |
| 6,130.00 |