CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From Porfod start date 1 July 2023 - 30 June 2024 Period end date. Charty name: Clacton on Sea Lions (CIO) Charity reglstratlon number:1181486 Objectives and Activities SORP r¢f¢ienc• Summary of the purposes of the charily as sel out in its governing document Parn 1.17 To advance citizenship, by promoting the prlncSple5 of good citizenship and encouraging membeys to take an Interest In the commijnity. Encourage people to serve the communSty without reward and promote high standards In dealSn8s wlth the communlty. Support youth to develop their skllls. capacStles, and capabllltles and to partlclpate In soclety. Promoting health to asslst people in the leading of independent lives and help to manage he3lth Issues. Promote the voluntary sector and volunteerlng and aid rellef of poverty and the 8ivlng of humanitarlan Jld and dSsaster relief. The main benefits undertaken for the public are provision of Message in a Bottle which Is an ald to help people remaln In ihelr own homes nd assist the local emergency services when alled out. Summary of the maln actNittes in relalion to those purposes for the public benefit. in particular, the aGlivilies, projects or services identified in the accounts. Para 1.17 aiTri 1.19 Collaborated with the local Communlty Voluntary Serwces Tendring ICVST) to promote volunteering and asslsting oihers. Donated food and monles to the local foodbanks to allow them to provide additional meals during the lockdown period food to those in need. Worked wlth organlsatlons supplyin8 meals to the lonely, vulnerable, and homeless. Over marby yearsthe local Rotary Club h3ve provided meals for the elderly of Clacton but unfortunately due to reduclng member
numbers caused an Inablllty to ralse the necessary funds and this tO8ether with an aging membership they felt unable to do this at Christmas 2023. The Llons. collaborating with CVST in helpin& provided the necessary funds to keep this service going and expanded it to include the elderly and lonely. This requlred the purchase of the food, Cooklng of the meal5. The meals were provided in the CVST building whlch provided a wami environment for often lonely people to meet up with others on Christmas. Supported the Herts and Essex Air Ambulance which operates across the whole area including Cl8cton on Sea. Walton on the Naze, Harwlch, Brightlingsea, Mannin8tree and Mistley. At all times, the trustee5 keep in mind the need to follow the approved Grants Pollcy whilst keeping in mind the requirements of the Ch3rSty Commission on Publlc Benefit and thls Is always at the forefront of any recommendations made to the club members on expendlture and activities undertaken. Statement confirming whether the trustees have had regard to the guidance issued by the Charty CommiSsn on public benefit PBra1.18 Addltlonal Informatlon {optlonal) You may. choose to include further statements where relevant about: SORP ref¢ronc• We have a clear grant maklnB pollcy and members always follow that when considerlng blds for funds or assistance whllst at the same time conslderlng the need for public benefit. However. given that most of the availpble funds ere raised within the lo¢al community. those candidates that aro local are glvan speclal conslder8tion. Using the former as a guiding prlnclple the following 8re examples of Ar88S 8dopted for supporr: Porn 1.38 Policy on grant making. I ch Lo£LLritles - youth groups, groups worklr¢g with the elderly, Te5idential and nursing homes. Indlvidual appeals. Yotsth and children's or anisa ions 5POrt related groups or individuals, 5COUtin8 and guidin& youth club activities, young people undertaking overseas assignments. mm f cilsties relief of hardship for Individuals 3nd famllles. vlllage hall projects. Policy on social investment including program re5ated investment Para 128 Not applicable
We do not use volunteers all work i.e.. fundralsing is carried out by members of 08cton on Sea Lions aub and their immedlate familv. Para 1.38 Contribution made by volunteers. Other Achievoments and Performance
Summary of the main achievements of the charity, identifying the difference the charitys work has made to the Circumstan of its beneficiaries and 8ny wider benefrts to society as a whole In total Clacton on Sea Llons ICIOI donated just over£13,000 to groups and Indlvlduals in the local community plus other local and natlonal charltles. This includes funds whlch were donated to the Lions Clubs International Foundation ILCIFI to support Its work In eradic3tlng preventable blindness. the eliminatlon of measles worldwide and disaster rellef. 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. Pwa 120 We contlnued to issue Message in a Bottle throughout the year and 1276 were issued. These bottles are stored Sn a central pla in Individuals, homes such as the fridge and contain paperwork to show Illnesses, medication, and any other relevant InformatSon such as next of kin. The bottles are well known to the emergency servlces who flnd them especlally 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 uncons¢lous Or cannot oiherwlse speak. We have fully, or part funded 4 deflbrillators In the Tendrlng DSstrlct and contlnue to provlde the nece55ary spare parts to allow them to remain fully functional. One In partlcular whlch Is slghted next to the late-night venues and seafront has been used on numerous occasSons, Worked with a local sehool in Clècton on Sea to distribute a large number parcels from their Harvest Festlval to the needy In the local area. Due to the contlnued steep increase in cost of living the local foodbanks like many others suffered a huge surge in demand for thelr servlces and found it dlfflcult to cope wlth the demands placed on them. As a result, donatlons were therefore made to the 5 Food Banks th3t operate In the Tendrlng area a5 well asthe
Trusell Trust who have a separate Scheme irt the area. Donatlons were also made to the local Stroke Seryice who provide physiotherapy. encouragement to try and lead as normal a Ilfe a5 posslble to those who have had a stroke and 3 meetin8 place for victims and thelr familie5. We agreed to fund the 4 Prostrate screening event in conjunction with a local charity CHAPS for 100 men in the Tendring aTea. This will take place In November 2024 and the necessary funds have been earmarked for thi5 event. Those tested were glven the results and advised to contact theSr doctor if the results of the test were such as to give a cause for concern. The previous sessions resulted In a finding several men wlth a hlgh chance of havlng Prostrate cancer. Follow up analysis of those wlth the poor results showlng concÈrn found that some dld have cancer but due to the early diagnosls received treatment an(J are now clear. Whenever possible donatlons to national charities are han(led to the local branch for use In the Tendrln8 area. However, on occasions donatlons and 3ssi5tance are glven nationally i.e.. collectlng on behalf of the Marie Curle Daffodll Appeal. Further donatlons were made to Sallshlp a CIC whose alm Is to champion work & Ilfe skllls training for people living with a learning disability. They also provide therapeutic pathways for improved mental health and well- being for the wlder community- people of all ages and offer dementia friendly spaces within our grounds. A donatlon was made to the natlonal Lions Clubs Brian Tumour appeal which is helping funding into the causes and treatment of Brain Tumours. The donatlon was made from funds specifically collected for th55 appeal.
A donation was made to a local dementia group run by CVST to allow them to show plttures to the members which helps them remember their past and famlly. A donatlon was made to a group to provtde Chrlstmas presents to Ioc31 children who Ilve In the Jaywick area of Clacton on Sea an area whic ha5 one of the hlghest levels of deprivation sn the UK. The Charity has also stated to Issue'Plugsters' these a made of a strong p13Stic and designed to fft around a 13amp plug In such a way that there Is a loop at the front of the plug which allows those wlth limited hand movement to pull the plug out of the wall socket easlly. Clacton Lions have worked closely with a charlty TendrlnE Talkln8 nmes Irrri, a weekly talkin8 newspaper for those wlth slght problems. Was Struggling to attract volunteers to run the seryice and members of Clarton on Sea Uon5 Club have Stepped in to provlde readers, people to undertake the recordlng, packers to send out the memory sticks and unpickers to remove the memory stlcks from the wallets on their return after use. Addltionally* 3 members of Clacton on Sea Lions have joined the committee running the service. Two are Trustees one taking over as Chalrman and the third is the property manager looklng after the malntenance and safety of the property and the equipment.
Addltlonal Infonnation {optional) You ma choose to include further statements where relevant about: No speclfSc achievements set but the CIO looks to support the greatest number of local organisationslindividuals as funds will allow. Achievements against objectives set. Pwa141 Whilst no funil.ralslng targets are set there Is always an expectation that each year the Clacton on Sea Liorts Club ICIOI will match or exceed the previous yearfs inCQTne. We normally manage to achleve thls. Performance of furKlraising activities against objectives sét. Par¥ 1.41 We do not undertake any Investments other than having surplus funds in a hlgher interest 90-day savings account although returns from this have diminished due to the falls In Interest rates. This wi51 have no significant impact of the CIO or its ability to condurt Its work. Investment performance against objectives Para 1.41 Other Financial Review Review of the charity's fin8nct81 position at the end of the period Para 1.21 We managed to donate £13,162.88 during the year. The charlty remalns in a strong financial position and able to move forward in 2024125.
ststement explaining the policy for holding selveS stating why they are hekl Para 1.22 The Cla¢ton on Sea Lion5 ICIOI has a reserves pollcy wh5ch states that reserves will be at £3000 or IO% of the available balance. These figures are chosen specifically to allow three years paymentsto be made to those organisations who currently re1ve annual donations to allow them to flnd other fundlng sources to offset the loss of income from Clacton on Sea Lions should the club cease to exlst. It will Increase as any addltlonal orgonisations are added to the annual donation Amount of reserves held Reasons for holding zero reserves Paro 1.22 £3.000 (held in the 90-doy deposit account) Not applicable Para 1.22 Details of fund materially in deficit Explanatlon of any uncertainties about the charity continuing as a going concern Para 124 Not Applicable Para 1.23 Noconcem8 Additional information (optionall You ma choose to include further statements where relevant about.. Collertlon of moniès from the public for either general charltable use or specific causes i.e., Macmlllan Coffee Moming where all funds raised are handed over to the specific charltv. The Lions Charity has a good name locally and requests to members of the public when colletting funds are well received by the publlc who often seek us out in preference to others. We also have a particularly good worklng relationship with the local 5upermarket5 who gain are always happy to allow us space for collection on fund& We do not undertake any Investments as our income is not enou8h to justify this. However, any surplus fund5 are deposlted in a higher In interest 30-day account to try and generate a small additional income. The charity's pri1paI sources of funds (including any fundraising) Pw8 1.47 Investment policy and objectives including any social inveslment policy adopted. Para 1 4e An ageing membership makes it more difficult to ensure enough people are available to undertake collections to raise money. Also, along with other Charttie5 we are finding that the risin8 cost of Ilvln8 is maklng people A description of the principal risks facing the chartty Para 1.48
reluctant to volunteer orloln groups such as aacton on Sea Lions ICIOI. Although we do have funds available in our 90-day deposit account and these will be used. if ne$Sary. to ensure wè are able to meet any demands we are reluctant to transfer more than necessary to allow these to be avallable for as long as possible. The £3,000 reserve is held within th15 account so funds will never be allowed to drop below that fi8ure. All charitable funds ralse(I from the publi¢ and other sources are used for the benefit of others. All administration costslfees come from members annual subscrlptlons and other payment5 from members such as fines at meetlngs for silly comments and are kept totally separate from Charitable funds in their own accoLÈnt. Other Structuro, Governance and Management Description of charity's trusls.. Type of governing documenl Pgr• 1.25 Constitution How is the charity constituted? Pafl 1.25 Charitable Incorporated Organisatson r-.Ile.d Trustee selectlon methods including details of any conslitutional provisions e.g. election to post or name of any person or body entitled to appoint one or rn0 Iruslees Para 1.2 Certaln members are Trustees by dint of the position they hold wlthin the Clatton on Sea Lions Club i.e., President, Secretary, Treasurer. These posltlons are declded annually by nomlnation and election and cease when the office is vacated. Three of the Trustees are elected for a three.year perlod lone retirln8 each year) by member5 of the club by ballot after nomlnatlon. Additional information (optional) You m8 choose to include further slatements where relevant about: All new Trustees afe exSsting members and have worked with and seen the Trustees operating. They 8re also given a copy of the charity deed. grants pollcy and information on a Trustees responsibility Tha ch8rityworks within the framework and struciure ot Lions Clubs Internationalwhich has its headquarters in rhe USA. There is also a nationBI organisation b93ed on a re¥ional basis to ensure clubs workwithin Policies and pr¢xedures adopted for the induction and trdining of trustees. Para 1.51 The charity's organisalional structure and any wider network with which the charty works. Para 11
the 8im8 of the org&nisatlon. Egch country works wilhin its laws i.e., data protection. Relationship with any related partEs None Para 1.51 Other Reference and Administrative detsils charitx.nam Other nam8 the chanLuses Registered charY number Charity's principal address Clacton on Sea Lions Club None 1181486 2 Albany Gardens East Clacton on Sea Essex C015 6HW cio Names of the charlty trustses who manage tho charity D•te8 act bl notforwho ••r Tr1•¥ Offlce {if*nyl Namo of person lor body) •nllllg4 to4 Paula Batchelor President Clacton on Sea Lions Kelth Blower Immedlate Past PresSdent Clacton on Sea Lions Llz Go(Jden Vlce President Clatton on Sea Lions Terry Lilley Ben Carroll Secretary Clatton on Sea Llons Treasurer Clacton on Sea Llons Alan Mercer Membershlp Secretsry Trustee Clacton on Sea Llons Andrew Johnston Clarton on Sea Lions Lorraine McKenzÉe Trustee aarton on Sea Lions Adrian Robinson Trustee Clatton on Sea Lions 10 Stephen Cooper Trustee Clacton on Sea Llon5 12 13 14 15 16 17 18
19 20 Corpo_rate trustees - names of the directors at the date Ihe re wasa roved. D1Ctor namÈ None Name of trustees holding litle to property belonging lo the charity Dat•8 act•d if notfor wholo None Funds held as custodian trustees on behalf of others Description of the assets None h&ld in this capacity. Name and objects ofthe charity on whose behalf the assets are held and how this fall within the custodian Not Appllcable Details of arrangements for safe Custody and segregation of such assets from the charity's ¢)wn assets Not Applicable
Additional information (optional) Names and addresses of advlsews (Optional inforniatlon) Type of Name Address advlser None Namo of chief executlve or names of 8enior staff member8 (Optlonal Informatlon) No staff employed Exemptions from disclosure Reason for non41isc108ure of k rsonnel details Not Applicab Other o )_tional infonnation No staff employed. Declarations The trustees declare that they have approved the trusteos. report obove. Slgnod on b8half of the charlty's tru8tge$ Slgnature(s) Full name(s) Position (•.g. Secretary, Chair, etc) Ben Charles Carroll Paula Batchelor Treasurer Immediate Past PsIdent Date
Independent Examiners Report Report to the Trustees of Clacton on Sea Lions Club (CIO) Charity Registratioii Nuiiiber 118 1486 Period Ending 80 June 2024 My exainination of Clacton on Sea (CIO) accoiiiits was carried oiit oli accordance with the general directions given by the Charity Commission. I liave been able to review the l)ooks and rec()rds Icept for the period J July g028 to 80 June gog4. Diiriiig my examination no matters came to my attention to give any concerTI and in my opinion the tinancial statements on tlie attached page8 give a fair indicatiun of tlie dffttirs and re.%iilt8 of the year.4 aLtivitie.s of the Lions Cliib of Clacton oil Sea (CIO) as of 30 June gog4, A Thomi).8011 g/ig/£0£4 (3=th- hzj
CLACTON on SEA LIONS (CIO) CAMBRIDGE and COUNTIES BANK for PERIOD 1 JULY 2023- 30 JUNE 2024 Income Expenditure 611.09 Interest 3,000.00 Transfer from Treasurers Account Transfer to Treasurers Account 3,611.09 13,226.56 Bal BIF 1 July 2023 Bal CIF 30 June 2024 £ 16,837.65 16,837.65 £ 16,837.65
LIONS CLUB of CLACTON on SEA (CIO) ADMINISTRATION ACCOUNT for Period 1 JULY 2023- 30 JUNE 2024 Income Ex enditure 1,990.00 Subs £ 2,435.71 71.25 Donations 20.00 1.000.00 eBay Sales 101.40 Social Events 100.00 Almoner 39.97 295.52 Tail Twister 1,966.00 Charter 1,904.52 Regalia 68,90 Postage 22.00 Miscellaneous & Admin 41.73 Printing 127.43 Hall Hire 495.00 Computer Repair 119.95 5,424.17 £ 5,375.21 949.51 BIF 1 July 2023 CIF 30 June 2024 998.47 6,373.68 £ 6,373.68
LIONS CLUB of CLACTON on SEA (CIO) TREASURERS ACCOUNT for PERIOD 1 JULY 2023- 30 JUNE 2024 Income enditure 2,849.000 727.96 572.19 900.00 Donations Presidents Charity Ink Bin eBay Sales storage Unit Insurance Car Boot Sales Fetes Fund Raising Expenses Peace Poster Mcmillian Marie Curie Quiz Sheets Bank Transfer- Deposit Account Christmas Collection Hamper Draw Summer Hamper Draw Quiz Night Message in A Bottle SOare1 Website Licences Easter Hamper Draw Regalia Out Specs Collection Defib Spare8 Printing Plugsters £ 13,362.88 £ 3,106.66 103.38 3,547.85 1.571.73 55.00 373.35 261.97 325.02 1,399.44 1,488.69 305.00 £ 3,000.00 4,218.09 2,074.52 760.02 597.45 452.33 202.09 157.50 1,295.00 681.57 166.27 63.98 30.00 440.34 135.13 370.00 1,332.74 22,364.70 5,125.53 Blf 1 July 2023 27,490.23 £ 24.562.45 2,927.78 £ 27,490.23 ¢ff 30 June 2024
Clacton on Sea Lions Club (CIO) - Charity Account Donations Made- Period: Year ended 30th June 2023 Date Payee 1310712023 Lions 105CE- Lions Brain Tumour Research 2010712023 Lion5 105CE- Lions Youth Projerts 1810812023 Lions 10SCE- Lion Heidi Mt Kenya Appeal 1510912023 Lions 10SCE- LCIF Morocco Appeal 1211012023 Clacton Veterans Breakfast Club 2311012023 Manningtree Foodbank 2311012023 Wolton and District Foodbank 2411012023 British Legion 2411012023 Macmillian Cancer Support 2411012023 Tendrin8 Specialist Stroke Service 2010412024 Brightling5ea Foodbank 2911012023 DG'S Wife Charity 0211112023 Harwich Foodbank 0211112023 Clacton Foodbank 1011112023 Lions 105CE - LCIF Mexico Appeal 141111023 Clacton Sea Cadets 3011112023 LCI 105CE Eye Camp 3011112023 LCI 105 CE LCIF Disaster Fund 1111212023 Tendring D C Toy5 for Xmas Fair at the Sun5PQt Jaywlck 2211212023 CRISIS 0810112024 Chron's and Colitis 1310112024 LCI 105 CE MD Disaster Fund 24/0112024 Hert5 and Essex Air Ambulance 2410112024 Together for Short Lives 2410112024 Sailship 2410112024 TRPS IE Fra5erl 2410112024 Westcliff Theatre Trust 2410112024 Bri8htlinBsea Food Bank 2410112024 Together for Short Lives 2410112024 Harwich and District Social Group 1410312002 1st Clacton Scouts 1810312024 Marie Curie 1810312024 CVST- Projector for Dementia Group 08105/2024 Activity Alliance- Decorating Materials 0910512024 LCIF Disaster Fund 2210512024 Point Clear and Stosyth Soclal Club 1210612024 Sai15hip 1910612024 Sailship Amount £120.00 £130.00 £ioo.00 £500.00 £200.00 £400.00 £400.00 £80.00 £326.00 £250.00 £400.00 £ioo.00 £400.00 £400.00 £200.00 £250.00 £260.00 £295.00 £50.00 £45.00 £20.IX) £250. £2.500.00 £590.¢X¢ £540.00 £150.00 £50.00 £55.00 £25.00 £S0.C £100. £1.400. £100.) £99.88 £250.00 £2,00 £2,(ll).00 £77.00 £13,362.88