CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From Period start date 1 July 2022- 30 June 2023 Period end date. Charlty name: Clacton on Sea Lions ICIO) Charity registratlon number:1181486 Objectives and Activities SOFIP reièr8nce Para l 17 Summary of the purposes of the charity as set out in its governing document To advance cltlzenship, by promoting the principles of good citizenship and encouragin8 members to take an interest in the community. Encourage people to serve the communlty without reward and promote high standards in dealln8S Wlth the community. Support youth to develop theSr skills, capacities, and capabilities and to p3rtSclpate In sotiety. Promoting health to asslst 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 givirbg of humanitarian aid and dlsaster rellef. The main beneflts undertaken for the public are prov15ion of Message in a Bottle whlch Is an aid to help people remain in their own homes and 3s51st the local emer8ency seNices when called out. Summary ofthe 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 Collaborated with the local Commynlty Voluntary Servlces TendTlng ICVSTI to promote volunteerSng and asslsting others. Donated food and monies to the local foodbanks to allow them to provide additional mea15 during the lockdown period food to those in need. Worked with organlsatlons supplyin8 meals to the lonely, vulnerable, and homeless. Over many years the local Rotary Club have promded meals for the elderly of Clacton but unfortunately due to reducing member numbers caused an inability to raise the necessary fund5 and this together with an aging membershlp they felt unable to do this at Christma5 2022. The Lions. collaborating with the local CVST provided the necessary funds to keep thi5 5eTvice going and expanded it to include the elderly and lonely. This ￿quired the purchase of the food, cooking of the meals. The meals We￿ provided in the CNST bull(Jing which provide(l a warm environment for often lonely people to meet up with others on Christmas. Supported the local lifeboat services to provide equipment and training for their volunteers who operate the lifeboats in Clacton on Sea. Walton on the Naze, and Harwich. At all times, the trustees keep in mind the need to follow the approved Grants Policy whilst keeping In mind the requlrements of the Charity Commission on Public Benefit and this Is alway5 at the forefront of any recommendations made to the club members on expenditure and activities undertaken. Slatement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit P8Aa 1.16 Additional information (optional) You ma choose to include further statements where relevant about.. SORP r•ferenG• We have a clear 8rant making policy and member5 3lway5 follow that when considerlng bids for funds or assistance whilst at the sème time considering the need foi pyblic beneflt. However, given that most of the available funds are raised within the local community, those candldates that are local are glven special consideration. Using the former as a gulding prlnclple the followlnB a￿ examples of Areas adopted for support: P¥r• 136 Policy on grant mgking. Local chariti youth groups, groups working with the elderly, residential and nursinB homes, individual appeals. Youth and children's o ani tions sport related groups or Indlvldua15, SCOUtlng and guiding, Vouth club activities, young people undert3kin8 overseas assignment5. Communi rellef of hardship for individuals and families, villa8e hall projects. Policy on social investment including pr¢>Jram related investment 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. Parn 1.38 Contribution made by volunteers. Other Achievements and Performance SORP referente In total Clatton on Sea Lion5 ICIOI donated just £25,000 to groups and individuals in the local community plus other local and natSonal charities. This includes funds which were donated to the Lions Club5 Internatlonal Foundation ILCIFI to support its work in er3dicating preventable blindness, the elimination of measles word wide and disaster relief. 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, Summary of the main achievements of the chanty, identifying the difference the chanly's work has made lo Ihe circumstances of its beneficiaries and any wider benefits to society as a whole. Para 1.20 We contlnued tolssue Message In a Bottle throughout the year and 1688 were Issued. These bottle5 are stored in a central place In Indlvidualg homes such as the fridge and contain paperwork to show Sllnesses, medlcation, and any other relevant information such as next of kln. The bottles are well known to the emer8ency 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 cbn have the necessary Informatlon to hand especlally If the patlent Ins unconsclous or cannot otherwise speak. We paid towards the prov151on of a defibrillator In the Holland on Sea area of the dlstrlct which Is always mounted in a publlc place o¢Jtside the local fish and chips shop and readlly accesslble to those needlng It. This is the 4 deflbrlllator we have fully, or part funded in the Tendring District. Worked w￿h a local school in Clacton on Sea to distnbute a large number paicels from their Harvest Festival to the needy In the local area. Due to the continued steep increase In cost of Ilvlng the local foodbanks like many other5 suffered a huge surge in demand for their services anij found it difficult to cope with the demands placed on them. As a result, donations were therefore maLle 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. Substanti31 donation5 were made to the 3 local lifeboats. Donations were also made to the local Stroke Service who provide physiotherapyi encouragement to try and lead as normal a life as p055ible to those who have had a stroke and meetin8 place for victims and their families. A donation was given to a local Primary School,. to help in the settinB up of a multi-sensory room for children sufferln8 from disabilities and anxiety. We funded a Prostrate screenin8 event in conjunttion with a local charlty CHAPS for 100 men in the Tendring area. Those tested were given the results and advised to contact their doctor if the results of the test were such as to give a cause for concern. A number of these 5esslons have been held over the years 3nd resulted In a flndlng several men wlth a high chance of havlng Prostrate cancer. Whenever possible donations to national charities are handed to the local branch for use in the Tendrin8 area. However, on occasSons donations and ass15tance are glven natlonally S,e, collectln8 on behalf of the MarSe CLsrle Daffodil Appeal, Provided a grant to the Tendring Wellbeing and Interventlon Service to allow them to continue with their work in providing Psychotherapy services within schools to chlldren, looked after children, famllles, advlts, and couple. They also provide free self-harm and suicide prevention tralnlng. A further donation was made to Sailship a CIC whose 31m is to champion work & life skills tralnlng for people livin8 wlth a learning disability. They also provlde therapeutic pathw3ys for Improved mental health and well- being for the wider community- people of all ages and offer dementia friendly spaces within our grounds. A donation was made to the natlonal Llons Clubs Brian Tumour appeal which is helplng fundlng into the causes and t￿atment of Brain Tumours. The donation was made from fLtnds specifically colletted forthi5 appeal. A local care home has purchased tWO special wheelchair that can go across the sand on the local beathes allowlng the residents of the care home to make yse of the beaches and their facilities. The care home is also opening the use of the wheelchair to other resident5 in Clacton and area so they can access the beaches safely. The donation was to provide 3 sheil to allow safe storage of the wheelchair. A donatlon has been made to a local group that help fund accommodation and tr3vel costs to families where a child is in hospital for a period and the family do not have sufficient fvnds available to provide this for themselve5. The local police station run an appeal to provide Christmas presents to local chSldren whose parents are unable to fund this themselves and a donatlon was made to support this. There is a gardening group in the Jaywick area of Clatton on Sea who offer the chance to local people to meet and carry out the growing of plants and ve8etables as a way of Improving both social contact, mental health and removing the feeling of loneliness and isolation many in the area feel. A donation was made to purchase a pergola to help improve the garden. The Charity ha5 blso stated to issue 'Plugsters' these are made of a strong plastlc and deslgned to fit around a 13amp plug in such a way that there Is a loop at the rear of the plu8 which allows those with limited hand movement to pull the plug out of the wall socket easily. Clacton Lions have worked closely with charity Tendring Talklng Tlmes IT￿1, a weekly talking newspaper for those with 518ht problems, Trr wa5 Struggling to attract volunteers to run the service and members of Clacton on Sea Lions Club have stepped in to provide readers, people to undertake the recordln& packers to send out the memory sticks and unpèckers to remove the memory sticks from the wallets on their return after use. Additionally. 3 members of Clatton on Sea Lions have joined the committee running the service. Two afe Trustees one taking over as Chairman and the third is the property manager looking afterthe maintenance and safety of the property an(1 the equipment. Additional information loptional> You ma choose to include fvrther statements where relevant about.. No specific achievements set but the CIO look5 to support the greatest number of local organisationslindividuals a5 funds will allow. Achievements against objectives set. Para 141 Whilst no fund-raising targets are set there is alway5 an expectation that each year the Clarton on Sea Lions Club ICIOI will match or exceed the previous yearfs Income. We nomially manage to achleve this. Perfomiance of fundraising activities against objectives sel. Para t 41 We do not undertake any investments other than having surplus funds in a higher lftterest 90-day 5avlngs 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 ability to condutt its work. Investment performance against objeclives PÈM 1.41 Other Financial Review Review of the charity's financial position at the end of the period Statement explaining thè policy for holding reseN8S stallng why they are held 1.21 We managed to donate £24,889 during the year. The charlty remain5 in a strong financial posltion and able to move forward In 2023124. The Clacton on Sea Lions ICIOI has a reserves pollcy which states that reserves wlll be at É3000 or IO% of the available balance. These flgures are chosen specifically to allow three vears payments to be made to those organlsations who currently receive annual (Jonations to allow them to flnd other fundln8 sources to offset the loss of Sncome from Clacton on Sea Lions should the club cease to exist. It will Sncrease as any additlonèl or8anisatlDns are added to the annual donatlon Par8 1.22 Amount of reserves held Reasons for holding zero reserves Delails of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going oncern P8r8 1.22 Para 1.22 £3,000 (held in the 90-day deposit account) Not applicable Pafa 1.24 Not Applicable Parn 1.23 No concerns Addlttonal information (optional) You ma choose to include further statements where relevant aboul: Collection of monies from the publit for either general ch3ritable use or speclflc causes i.e., Macmillan Coffee Morning where all funds raised are handed over to the specific charity. The Lions Charity has a good name lotally and requests to members of the public when collectlng funds are well received by the public who often seek us out in preferen￿ to others. We also have a particularly good working relatior5ship with the local supermarkets who again are always happy to allow us space for collection on funds. We do not undertake any investment5 a5 our income is not enough to lustSfy this. However. any surplus funds are deposlted In a hlgher in interest 30-day account to try and 8enerate small addStional income. The charity's principal sources of funds (including any fundraising) Para 1.47 Investment policy and obiectwes including any social investment policy adopted. Para 148 An ageing membership makes it more difficult to ensure enough people are avallable to undertake collectlons to ralse money. Also, along with other CharSties we are finding that the rlsing cost of Ilving is making people reluctant to volunteer or join 8roups such as Clacton on Sea Lions ICIOI. 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 ?ny demands we are reluttant to transfer more than necessary to allow these to be available for as lon8 as Possible. The £3,000 reserne 15 held withln this account so funds will never be allowed to drop below that figure. All charitable funds raised from the public and other sources are used for the beneflt of others. All administration costs/fees come from members annual subscriptions and other payments from members such as flnes at meetinBs for silly comments and are keep totally separate from Charitable funds In their own account. A description of the pnncipal risks facing the charity P8M146 Other structure, Govemance and Management Description of chartvs trusts.. Type of governing document Par8 1.25 Constitution How is the charity consliluted? Para 1.2S Charitable Incorporate(l Organisation dssoLialioii 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 Pard 125 Certain members are Trustees by dint of the position they hold within the Clacton on Sea Llons Club l.e., Presldent. These posltions are decided annually by nomination and election and cease when the office Is vacated. Three of the Trustees are elected for a three-year perlod lone retlrlng each yearl by members of the club by ballot after nomination. Additional inforniation (optional) You may choose to include fvrther slatements where relevant about.. All new Trustees are existin8 members and have worked with and seen Ihe Trustees operatin8. They are also glven a copy of the charity deed, grants policy and information on a Trustee5 responsibility The charity works within the Iramework and structure of Lions Clubs International which has its headquèrters in the USA. There is a150 a national organisation based on a reglonal bèsls to ensure club5 work within the aims of the organlsatlon. Each cour)try works wlthin its laws i.e. data protertion. Policies and procedures adopled for the induction and training of Iruslees. Para 1.61 The charity's organisalional structure and any wider ne￿ork with which the charrty works. Parn 1.51 Relationship with any related parties None P&rn151 Other Reference and Administrative details Cha name Other name the chari uses islered char number Charity's principal address Clacton on Sea Lions Club None 1181486 2 Albany Gardens East Clacton on Sea Essex C0156HW cio Names of the ¢harity trustees who manage the ¢harity Dates actsd W notforwh¢l• Trustee narne offl￿ Illanyl Nam• of p•rnon lor bodyl entttled -￿1￿1 tYu$l￿￿1fan Clacton on Sea Lions Kelth Blower President Alan Mercer Immediate Past President Clacton on Sea Lion5 Paula Batchelor Vice President Clacton on Sea Lions Terry Lilley Ben Carroll Secretary Treasurer Clacton on Sea Llons Clacton on Sea Lions JSM Godden MembershSp Secretary Trustee Clacton on Sea Llons Andrew Johnston aacton on Sea Lions Stephen Cooper Adrian Robinson Trustee Clacton on Sea Lions Trustee Clacton on Sea Llons 10 11 12 13 14 15 16 17 18 19 20 Cor orate trustees- names of the diredors at the date the re Olr•¢tor n4m• rtwasa roved. None Name of trustees hohjing title to propety belonging to the charity Tr￿le* nam¢ Dates acted rf notforwhole ear None Funds held as custodian trustees on behalf of others Description of the assets None held in this capacity. Name and objects of the charty on whose behalf the assets are held and how this fall within the custodian charity's objects Details of arrangements for safe custody and segregation of such assels from the charty'8 own assets Not Applicable Not Applicablè Addltlonal infomiation {optlonal) Names and addresses of advlsern (Optional infomiatlonl Type of Name Address adviser Nong Name of chief executivo or names of senior Staff members (Optional infomialion) No staff employed Exemptions from disclosure Reason for non-disclosure of ke￿persOnnel detaits Not Applicab Other optional infomiation No staff employed. Declarations The trustees declare that they have approved the trustees. report abovo. Signed on behalf of the charity's trustees Signature(s Full name(sl Position {eg Secretary, Chair, etcl Ben Charfes Ca￿011 Keith Blower Treasurer Immediate Past President Date ## **CLACTON on SEA LIONS (CIO)** |||**CAMBRIDGE and COUNTIES BANK**| |---|---|---| |||**for PERIOD 1 JULY 2022 - 30 JUNE 2023**| ||Income|| |£|385.51|Interest| |£|1,000.00|Transfer from Treasurers Account| |||Transfer to Treasurers Account| |£|1,385.51|| |£|20,341.05 Bal|B/F 1 July 2022 Bal C/F 30 June 2023| |£|21,726.56|| ## **LIONS CLUB of CLACTON on SEA (CIO) ADMINISTRATION ACCOUNT for Period 1 JULY 2022- 30 JUNE 2023** ## Income |£||1,291.00|Membership Fees| |---|---|---|---| ||-||Donations| |£||515.00|Ebay Sales| |£||20.00|Social Fund| ||||Almoner| |£||76.75|Recoverable Expenses| |£||2,425.00|Charter| ||-||ICO Fee| ||-||Stationary| ||-||Flowers| ||-||Miscellaneous & Admin| ||-||Printing| |£||115.92|Tail Twister| ||-||Room Hire (Bowels Club)| ||-||Transfer to New Administration Account| |£||4,443.67|| |£||1,297.24|B/F 1 July 2022 C/F 30 June 2023| £ 5,740.91 ## **ACCOUNT CLOSED** ## **All remaing funds transferred to the newly opened Administration** **LIONS CLUB of CLACTON on SEA (CIO) ADMINISTRATION ACCOUNT (New) for Period 1 JULY 2022- 30 JUNE 2023** ## Income |£|1,713.54|Transfer from old Administration Account| |---|---|---| |£|405.00|Subs| |£|10.00|Donations| |£|300.00|Ebay Sales| |||Social Events| |||Almoner| |£|9.60|Recoverable Expenses| |£|157.55|Tail Twister| |||Charter| |||Regalia| |||Postage| |||Miscellaneous & Admin| |||Printing| £ 2,595.69 B/F 1 July 2022 C/F 30 June 2023 - £ 2,595.69 ## **LIONS CLUB of CLACTON on SEA (CIO) TREASURERS ACCOUNT for PERIOD 1 JULY 2022- 30 JUNE** |£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£|Income
2,448.36
Donations
4,859.39
Presidents Charity
540.54
Ink Bin
1,415.00
eBay Sales
Storage Unit
Insurance
4,778.08
Car Boot Sales
976.10
Fetes
Fund Raising Expenses
Peace Poster
601.89
McMillian
1,194.53
Quiz Sheets
381.17
Clacton Carnival
8,500.00
Bank Transfer - Deposit Account
3,200.37
Christmas Collection
1,155.01
Marie Curie
Postage
3,158.48
Golf Day
1,357.97
Easter Hamper Draw
353.81
Fishing Contest
Maisey Munnery
75.00
Message in A Bottle
Software
589.68
Voucher Draw
Website Licenses
375.00
Plugsters
Chaps Day| |---|---| £ 35,960.38 £ 4,571.00 B/f 1 July 2022 c/f 30 June 2023 £ 40,531.38 ## **Clacton on Sea Lions Club (CIO) - Charity Account - Donations Made Period: Year ended 30th June 2023** |Date|
Payee| |---|---| |7/15/2022
8/4/2022
8/12/2022
8/12/2022
8/14/2022
8/22/2022
10/12/2022
10/17/2022
10/20/2022
11/9/2022
11/14/2022
12/1/2022
2/2/2022
12/7/2022
12/12/2022
1/25/2023
2/9/2023
2/22/2023
2/22/2023
3/9/2023
4/17/2023
4/24/2023|LCI105CE - Youth Projects
St Helena Hospice - Memory of Lion Colin Newson
LCIF Disaster Fund
Eye Camp
Acorn Village - Memory of Alan Newman
Clacton Sea Cadets
Tendring Specialist Stroke Services
Brightlingsea Food Bank
Clacton on Sea Food Bank
Maningtree and District Food Bank
Walton and District Commuity Food Bank
LCIF Disaster Fund
Tendring Wellbeing and Intervention Service
Sailship
Macmillian Cancer Support
Jaywick Sands Revival CIC (Food Bank)
Royal British Legion - Poppy Wreaths
Magic Breakfast (DG's Wifes Appeal)
CHAPS - Prostrate Screening Day
Clacton Police (Christmas Tree Appeal)
CVST
EXTRA Support For Families
Harwich Salvation Army - Christmas Presents Appeal
Harwich Salvation Army - Foodbank
St Helena Hospice - Memory of Patricia Waller
Clacton Lifeboat
Walton and Frinton Lifeboat
Harwich Lifeboat
Together for Short Lives (Morrisons Charity)
Westclif Theatre
TPRS
1st Clacton Guides
Dementia UK - In Memory of Theresa Lilley
Dig4 Jaywick
Diagrama Healthcare (Edensor)
D Ellis
Marie Curie
Holland Resident Association Defbrillator| 5/12/2023 Point Clear & St Osyth Disabled Club 6/7/2023 Sailship 6/16/2023 Lions Brain Tumour Appeal 6/20/2023 Alton Park School Nurture Suite 6/28/2023 Sonny's Army ## Expenditure - £ 8,500.00 - £ 8,500.00 13226.56 £ 21,726.56 ## Expenditure £ 1,134.16 £ 100.00 - £ 27.78 £ 106.59 £ 2,113.10 £ 35.00 £ 58.55 £ 74.69 £ 13.94 £ 93.56 - £ 270.00 £ 1,713.54 £ 5,740.91 £ - £ 5,740.91 **Account** Expenditure £ 1,095.80 - £ 179.60 £ 43.44 £ 8.16 £ 200.00 £ 50.85 £ 6.00 £ 10.00 £ 52.33 £ 1,646.18 £ 949.51 £ 2,595.69 ## **E 2023** Expenditure £ 24,889.00 £ 424.25 £ 4,566.28 £ 93.05 £ 706.53 £ 190.89 £ 400.00 £ 1,000.00 £ 32.85 £ 1,497.89 £ 133.98 £ 390.00 £ 94.00 £ 394.01 £ 201.50 £ 331.12 £ 60.50 £ 35,405.85 £ 5,125.53 £ 40,531.38 ## Amount £138.00 £100.00 £290.00 £260.00 £50.00 £250.00 £250.00 £400.00 £400.00 £400.00 £400.00 £500.00 £348.00 £549.00 £650.00 £400.00 £50.00 £100.00 £2,525.00 £200.00 £500.00 £200.00 £100.00 £400.00 £50.00 £500.00 £500.00 £500.00 £560.00 £100.00 £100.00 £50.00 £50.00 £575.00 £740.00 £150.00 £1,155.00 £1,914.00 £249.00 £36.00 £6,000.00 £500.00 £1,700.00 £24,889.00 Independent Examinerfs Report Report to the Trustee5 of Clacton on Sera Lions Club ICIOI Charity Registration Number 1181486 Period Ending 30June 2023 My examlnation of the Clacton on Sea ICIOI was carried out in accordance with the general directions given by the Charlty Commission. I have been able to review the book5 and records kept for the period l July 2022 to 30 June 2023 During my examinatlon no matters came to my attention to give any concern and in my opinion the financial statements on the attached pages give a fair indicatlon of the affairs and results of the yearfs activitie5 of the Lions Club of Clacton on Sea as of 30 June 2023 pson 281091202