## **Trustees’ Annual Report for the period** **From Period start date 1 July 2021 – 30 June 2022 Period end date** ## **Charity name: Clacton on Sea Lions (CIO)** ## **Charity registration number:1181486** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|To advance citizenship, by promoting the
principles of good citizenship and encourage
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 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 main benefits undertaken for public are
provision of Message in a Bottle which is an aid
to help people remain in their own homes and
assist the local emergency services when called
out.
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 of Clacton 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 2021. The Lions collaborating with
the Veterans Breakfast Club and a local church
provided the necessary funds to allow this we
theyable to offer meals to elderlyand lonelyin| |||the Tendring area. This required the purchase
of the food, cooking of the meals and
recruitment of volunteer drivers to deliver
them. We also provided each meal recipient
with a ‘goody bag’ containing chocolate and a
small gift etc.’| |---|---|---| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|At all times, the trustees keep in mind the need
to follow the approved Grants Policy whilst
keeping in mind the requirements of the
Charity Commission on Public Benefit and this
is always at the forefront of any
recommendations made to the club members
on expenditure and activities undertaken.| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference||| |---|---|---|---| |Policy on grant making|Para 1.38||We have a clear grant making policy and
members always follow that when considering
bids for funds or assistance whist at the same
time considering the need for public benefit.
However, given that most of the available funds
are raised within the local community, those
candidates that are local are given special
consideration. Using the former as a guiding
principle the following are examples of Areas
adopted for support:
Local charities– youth groups, groups working
with the elderly, residential and nursing homes,
individual appeals.
Youth and children’s organisations– sport
related groups or individuals, scouting and
guiding, youth club activities, young people
undertaking overseas assignments.
Community facilities– relief of hardship for
individuals and families, village hall projects.| |Policy on social investment
including program related
investment|Para 1.38||| |Contribution made by
volunteers|Para 1.38||We do not use volunteers all work i.e.,
fundraising is carried out by members of
Clacton on Sea Lions Club and their immediate
family.| |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 total Clacton on Sea Lions (CIO) donated just
over £16.500 to 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 of measles word wide and disaster
relief such as was undertaken when there were
natural disasters in Germany, Haiti and Tonga
and the invasion of Ukraine . Any donations
handed out by LCIF are 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 1631 were 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 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 if the 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 of friendship and companionship and the
second was for those who are homeless.
The charity continued to pay for home-based
physiotherapy for a young teenager with
multiple physical problems to help her gain
independence and mobility. This is ongoing
We donated funds for 2 display cabinets to the
local Clacton Historical Society so they could
open their museum to the public.
Worked with a local school in Clacton on Sea to
distribute a large number parcels from their
Harvest Festival to the needy in the local area.
Due to the continued fallout from lockdown and
Corona Virus coupled with steep increase in cost|| of living 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. As a result, donations were therefore made to the 5 Food Banks that operate in the Tendring area as well as the Trusell Trust who have a separate scheme in the area. Substantial donations were made to the 3 local lifeboats Also supported was Tendring Elder Care which provides support parcels to the vulnerable elderly and a day centre for them to attend where they can meet others, and this helps relieve loneliness. A donation of £1,500 was made to the local Riding for the Disabled Group to help them continue and find new premises after their original one was no longer available to them. Donations were also made to the local Stroke Service who provide physiotherapy, encouragement to try and lead as normal a life as possible to those who have had a stroke and a meeting place for victims and their families. A donation was given to a local Primary School; to help in the setting up of a multi-sensory room for children suffering from disabilities and anxiety. Donations were made to a local group of youths to help purchase uniforms who are training as Cheerleaders and are looking to complete in local and national competitions. Additionally, a donation was made towards the purchase of communication equipment for a local youngster who is severely disabled and has profound difficulty communicating. In addition to the specific donations mention numerous donations were given to many groups and organisations such as the local Clacton Girl Guides, Sea Cadets, and East Anglian Children’s Hospice. Whenever possible donations to national charities are handed to the local branch for use in the Tendring area. However, on occasions donations and assistance are given nationally i.e., collecting on behalf of the Marie Curie Daffodil Appeal. Provided a defibrillator and cabinet for public use on the outside of a local seafront hotel in collaboration with the owners who paid for the installation and ongoing electricity needed to run and charge the defibrillator . |**Additional information (optional)**
You may choose to include further statements|**Additional information (optional)**
You may choose to include further statements|where relevant about:| |---|---|---| |Achievements against
objectives set|Para 1.41|No specific achievements set but the CIO looks
to support the greatest number of local
organisations/individuals as funds will allow.| |Performance of fundraising
activities against objectives
set|Para 1.41|Whilst no fund-raising targets are set there is
always an expectation that each year the
Clacton on Sea Lions Club (CIO) will match or
exceed the previous year’s income. We
normally manage to achieve this and following
lockdown, but we were able to start some
limited fundraising in May 2021 which then
increased though the financial year ending June
2022 which took us back to almost pre
pandemic levels| |Investment performance
against objectives|Para 1.41|We do not undertake any investments other
than having surplus funds in a higher interest
90 day savings account although returns from
this have diminished due to the falls in interest
rates. This will have no significant impact of the
CIO or its abilityto conduct its work.| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|We managed to donate £16,754 during the
year despite reduced income and the charity
remains in a strong financial position and able
to move forward in 2022/23.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The Clacton on Sea Lions (CIO) has a reserves
policy which states that reserves will be at
£3000 or 10% of the 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 of income 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 of reserves held|Para 1.22|£3,000(held in the 90 daydeposit account)| |Reasons for holding zero
reserves|Para 1.22|Not applicable| |Details of fund materially in
deficit|Para 1.24|Not Applicable| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|No concerns| ## **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|Collection of monies from the public for either
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 of the 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.| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|We do not undertake any investments as our
income is not enough to justify this. However,
any surplus funds are deposited in a higher in
interest 90-day account to try and generate a
small additional income.| |A description of the principal
risks facing the charity|Para 1.46|An ageing membership makes it more difficult
to ensure enough people are available to
undertake collections to raise money. Also,
along with other Charities we are finding that
Covid 19 lockdown and rising cost of living is
making people reluctant to volunteer or join
groups such as Clacton on Sea Lions (CIO).
Although we do have funds available in our 90-
day deposit account and these will be used, if
necessary, 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 £3,000 reserve is
held within this account so funds will never be
allowed to dropbelow that figure.| |Other||All charitable funds raised from the public and
other sources are used for the benefit of
others. All administration costs/fees 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.| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|
Para 1.25|Constitution| |How is the charity
constituted?
(e.g., unincorporated
association, CIO)|Para 1.25|Charitable Incorporated Organisation| |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|Certain members are Trustees by dint of the
position they hold within the Clacton on Sea
Lions Club i.e., President. These positions are
decided annually by nomination and election
and cease when the office is vacated. Three of
the Trustees are elected for a three-year
period (one retiring each year) by members of
the club byballot after nomination.| **Additional information (optional)** You may choose to include further statements where relevant about: |Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|All new Trustees are existing members and
have worked with and seen the Trustees
operating. They are also given a copy of the
charity deed, grants policy and information on
a Trustees responsibility| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|The charity works within the framework and
structure of Lions Clubs International which has
its headquarters in the USA. There is also a
national organisation based on a regional basis
to ensure clubs work within the aims of the
organisation. Each country works within its
laws i.e.,dataprotection.| |Relationship with any
related parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|Clacton on Sea Lions Club (CIO)| |---|---| |Other name the charity uses|None| |Registered charity number|1181486| |Charity’s principal address|2 Albany Gardens East
Clacton on Sea
Essex
CO15 6HW| ||| ## **Names of the charity trustees who manage the charity** |1
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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)**| |---|---|---|---|---| ||Alan Mercer|President||Clacton on Sea Lions| ||Keith Blower|Vice President||Clacton on Sea Lions| ||Irene Lock|Secretary||Clacton on Sea Lions| ||Ben Carroll|Treasurer||Clacton on Sea Lions| ||Jim Godden|Membership Secretary||Clacton on Sea Lions| ||Andrew Johnston|Trustee||Clacton on Sea Lions| ||Stephen Cooper|Trustee||Clacton on Sea Lions| ||Adrian Robinson|Trustee||Clacton on Sea Lions| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – Corporate trustees names of the directors at the date the report was approved **Director name None** Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year**|| |---|---|---| |||| |**None**||| |||| |||| |||| |||| |**Funds held as custodian trustees on behalf of others**||| |Description of the assets
held in this capacity|None|| |Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects|Not Applicable|| |Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own
assets|Not Applicable|| ## **Additional information (optional)** ## **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**||| |||| |**None**||| |||| |||| |||| ## **Name of chief executive or names of senior staff members (Optional information)** No staff employed ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details Not Applicable ## **Other optional information** No staff employed. ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** |**Signature(s)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**||| |---|---|---| ||
Ben Charles Carroll|Alan Mercer| ||
Treasurer|Immediate Past President| |||| |||| Inde endent Examiner's Re Report to the Trustees of Clacton on Sera Lions Club (CIO) Charity Registration Number 1181486 Period Ending 3010612022 My examination of the Clacton on Sea (CIO) was carried out in accordan￿ with the general directions given by the Charity Commission. I have been able to review the books and records kept for the period 1 July 2021 to 30 June 2022 During my examination no matters came to my attention to give any concern and in my opinion the financial statements on the attached pages give a fair indication of the affairs and results of the year's activities of the Lions Club of Clacton on Sea as of 30 June 2022 A Thompson 15-Dec-22 CLACTON on SEA LIONS (CIO) CAMBRIDGE and COUNTIES BANK for PERIOD 1 JULY 2021- 30 JUNE 2022 Income enditure 184.20 Interest Transfer toTreasurers Account 1,500.00 184.20 1,500.00 21,656.85 Bal BIF 1 July 2021 Bal CIF 30 June 2022 20341.05 21,841.05 21,841.05 LIONS CLUB of CLACTON on SEA (CIO) ADMINISTRATION ACCOUNT for Period 1 JULY 2021- 30 JUNE 2022 Income Ex enditure 1,320.00 Membership Fees 2,052.04 Postage 78.26 845.00 Ebay Sales Laptop 278.18 Zoom Fee 102.49 5.00 Recoverable Expenses 3,070.50 Charter 2,713.50 Registration Fee (Information Commissioner) 35.00 Stationary 21.36 Flowers 21.00 Miscellaneous & Admin 30.31 Printing 49.06 169.60 Tail Twister Room Hire (Bowels Club) 180.00 Club Supplies 354.45 Speaker Fee 45.00 5,410.10 5,960.65 1,847.79 BIF 1 July 2021 CIF 30 June 2022 1,297.24 7,257.89 7,257.89 LIONS CLUB of CLACTON on SEA (CIO) No.2 ACCOUNT for PERIOD 1 JULY 2021- 30 JUNE 2022 Income Ex enditure 2,935.71 Donations 11,363.50 519.79 Quiz Sheets 698.29 2,890.17 Auction 582.73 470.00 eBy Sales 890.85 Car Boot Sales 3,398.41 Small Scheme Donations 569.19 Macmillian Collection 1,202.87 Hamper Draw 218.81 Maisy Munnery 740.00 Fund Raising Expences 90.22 Storage Unit 1,005.00 Defib Spares 321.54 Transfer to New Treasurers Account 5,694.93 12,876.99 20,715.02 7,838.03 BIF 1 July 2021 CIF 30 June 2022 20,715.02 20,715.02 Note.. Account closed and all remaining funds transferred to the newly opened Treasurers Account LIONS CLUB of CLACTON on SEA (CIO) TREASURERS ACCOUNT for PERIOD 1 JULY 2021- 30 JUNE 2022 Income enditure 1,796.50 Donations 5,211.00 5,694.93 Funds Tansfer from No2 Account 125.00 Auction 135.00 Ink Bin 2.576.29 Golf Day 1,019.42 1.500.00 Funds Transfer from Cambridoe & Counties Bank 475.00 eBav Sales 348.48 Macmillian Coffee Mornino 56.00 1,058.09 Car Boot SaleslFetes 25.00 49.47 Small Scheme Donations 103.60 Classic Car Show 503.29 Quiz Sheets Defibrillator 652.00 Storaqe Unit 620.05 Fund Raisinq Expences 585.52 Dommain Fee 148.50 Messaqe in A Bottle 965.00 Youth Proiects 36.75 Maisey Munnerev 100.00 Club Promotion 109.17 Storaoe Unit Rates 266.24 14,3 4.65 BIF 1 Julv 2021 CIF 30 June 2022 4.571.00 Clacton on Sea Lions Club ICIO) - Charitv Account Donations Made - Period: Year ended 30th June 2022 Date Payee 16107/2021 17107/2021 1810812021 Amount £550.00 £235.50 £500.00 £250.00 £50.00 £450.00 £260.00 £250.00 £250.00 £290.00 £250.00 £400.00 £400.00 £400.00 £400.00 £400.00 £50.00 £ioo.00 £500.00 £40.00 £100.00 £220.50 £200.00 £1,000.00 £55.00 £37.50 £500.00 £75.00 £ioo.00 £ioo.00 £250.00 £50.00 £50.00 £500.00 £600.00 £600.00 £300.00 £ioo.00 £500.00 £50.00 £50.00 £ioo.00 £50.00 £1,345.00 £750.00 £400.00 £1,500.00 £650.00 £186.00 £130.00 Clacton History Society LC1103CE- MD YoLtth £93.50 MD Youth 132 LCIF- Germany Flood Appeal MD105- Balls For All Young Lives V's Cancer Holland Park School LCI 105 CE Eye Camp Tendring Specialist Stroke Service Clacton Sea Cadets LCIF Disaster Fund - Undesignated LCIF - Haiti Appeal Hafwich Food Bank Walton Food Bank Manningtree & District Food Bank Salvation Armv Brightlingsea Food Bank Age UK Royal Aces Performance Acadamy Clacton Veterans Breakfast Club Royal British Le8ion Carers Trust LCI 105 CE - Youth Projects Wild Tribe Books Clacton Pollce Christmas Tree Presents Clacton Veterans Breakfast Club (Christmas Meals) CRISIS Peterborough Llons Club Kids Cancer Trust EACH Breast Cancer Now CoppaFeel LCIF Disaster Fund 1st Clacton Guides Waltons Little Helpers The Sequal Trust Clacton Lifeboat Walton and Frinton Lifeboat Harwich Lifeboat Tendrin8 Primary Rercycling Scheme Tendring Specialist Stroke SeNice Walton and Frinton Lifeboat Memory of Roger Pryke Cancer Research UK Memory of Brian Stephens LCIF Disaster Fund - Tonga Appeal Alzheimer's Society- Memory ofjohn Elsey LCIF Disaster Fund - Ukraine Appeal Tendring Eldercare Marie Curie Longmead RDA Tru5sell Trust LCIF Disaster Fund- Ukraine Appeal LCIF Dlsaster Fund - Undesignated 0310912021 1710912021 2511012021 2711012021 0111112021 0111212021 0811212021 0911212021 0510112022 1410112022 2110212022 0110212022 1410212022 1010312022 1610312022 2010412022 2310512022 0810612022 1410612022