OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2023-06-30-accounts

Trustees’ Annual Report for the period: 1[st] July 2022 - 30[th] June 2023

Charity name: Woodbridge and District Lions Club (CIO)

Charity registration number: 1182258

Objectives and Activities

SORP
reference
Summary of the
purposes of the charity
as set out in its
governing document
Para 1.17 Purposes
3.1 objects of the club are exclusively
charitable in England and Wales and
include:
3.1.1 advancement of citizenship by:
3.1.1.1 promoting the principles of
good citizenship;
3.1.1.2 encouraging members to take
an active interest in the civic, cultural,
social and moral welfare of the
community;
3.1.1.3 providing a forum for the open
discussion of all matters of public
interest; provided that partisan
politics and sectarian religion shall
not be debated by members;
3.1.1.4 encouraging service-minded
people to serve their community
without personal reward and
encouraging the promotion of high
ethical standards in commerce,
industry, professions, public works
and private endeavours;
3.1.1.5 supporting youth to develop
their skills, capacities and capabilities
to enable them to participate in
society as mature and responsible
individuals;
3.1.2 promoting the voluntary sector
for the public beneft by associating
with local authorities in a common
efort to advance education and
provide facilities in the interests of
social welfare for recreation or other
leisure time occupation to improve
the conditions of life of people in
local, national and international
communities;

1

3.1.3 promoting volunteering;
3.1.4 relief of poverty and the relief of
those in need. In particular by
providing humanitarian aid and
disaster relief;
3.1.5 the advancement of health and
wellbeing in the Club, the wider
community and internationally in
response to requests for support by
Lions Clubs International;
3.1.6 promoting, for the beneft of the
public, the conservation, protection
and improvement of the physical and
natural environment; and/or
3.1.7 promoting community
participation in healthy recreation
The Club’s purposes are achieved by:
• making grants to organisations,
groups and individuals where a need
or beneft is clearly identifed and
when public funding is unavailable
• providing support for school age
individuals wishing to embark on
charitable projects
• providing a service in support
community activities and those in
need in the community
• raising funding through activities in
the community and redistributing it
for the beneft of those in need
Summary of the main
activities in relation to
those purposes for the
public beneft, in
particular, the activities,
projects or services
identifed in the
accounts
Para 1.17
and 1.19
Public Beneft Statement
Principally, the Club provides support
for those in need within the
Woodbridge and District Lions Club’s
area of infuence (Woodbridge,
Orford, Bawdsey, Wickham Market,
Framlingham, Grundisburgh,
Rushmere St Andrew, Kesgrave,
Martlesham and all communities in
between).
Examples of the Club’s support
include:
Quay Time
Monthly afternoon meetings for those
in the community seeking
companionship. Typically those
attending are collected and returned
to their homes by Lions using their
own vehicles and the two hour
meetingisflledwith natter,laughter,

2

topical presentations and demonstrations, quizzes or other entertainment all washed down with tea and coffee accompanied by sandwiches, biscuits and cake. This support is delivered in partnership with the Woodbridge Quay Church and members of both organisations help to host. Food parcels Again this year, Christmas food parcels have been funded, bought and made-up by the Club but distributed by the Salvation Army which is skilled at identifying those in need in the community. Message in a Bottle Medical professionals responding to a home emergency know to look in the fridge for a ‘Message in a Bottle’ (MIAB). Sealed in the bottle is up to date medical information including details of the medicines taken by the householder and next of kin contact information. The role played by MIAB is particularly beneficial for those living alone. The Club regularly purchases and distributes bottles, free of charge, as part of its service in the community supplying doctors’ surgeries, libraries, pharmacies and other public venues. Additionally, bottles are given away at community events such as the Woodbridge Regatta. Community Groups and families Each year, the Club makes a number of grants to groups, families and individuals needing support which cannot be accessed through Government, national or local, or other non-Governmental agencies. Grants aim to make a difference. With regard to families, it might be providing an item such as refrigerator or a carpet or possibly paying for a holiday when a family has fallen on hard times. When giving to groups, where possible, we encourage multiple gifting streams so our grant is matched by that from other

3

sources. Requests for support are as varied as they are diverse and each application is considered on its merit. Individuals Each year, the Club makes a number of grants to individuals requesting support for specific activities. Typically requests are made by young adults planning to take part in projects with defined individual and/or community benefit. Projects are usually internationally based and range from scout and guide jamborees to work in animal conservation or initiatives to help remote impoverished communities building schools, medical facilities and the like. Projects frequently bring together young people from around the world offering both personal and public benefit. Litter pick Woodbridge Lions litter pick within our area of responsibility. Usually this activity contributes to the local District Council’s initiative to clean-up public spaces. Also supported are litter picking initiatives alongside Transition Woodbridge. Support for other voluntary organisations The Club variously supports organisers of: the Woodbridge Horse Show, the Woodbridge 10km Road Race and the Woodbridge Regatta helping to deliver activities efficiently and safely. Woodbridge Regatta For many years the Club has provided core support to the Woodbridge Regatta Committee. Club members have organised and delivered a range of activities celebrating the town’s maritime heritage. Art show and sale The Club runs two Art Shows a year at which paintings donated by local artists are displayed for purchase.

4

Statement confrming
whether the trustees
have had regard to the
guidance issued by the
Charity Commission on
public beneft
Para 1.18 Regard to Public beneft
The Trustees confrm that the Club’s
public beneft activities are carried
out with due regard to the guidance
issued by the Charity Commission; all
the examples above illustrate clear
public benefts.

5

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements and Performance

SORP
reference
Summary of the main
achievements for the
charity, identifying the
diference the charity’s
work has made to the
circumstances of its
benefciaries and any
wider benefts to society
as a whole.
Para 1.20 Achievements
The following activities raised funds
and returned them to the community
in support of those in need.
Art Shows
Shows in October and May were well
supported by donations of high
quality art work and a pleasing level
of sales to the public.
Woodbridge Horse Show
A good example of the Club’s service
in the community which supported
the efcient running of the annual
show, itself a charity.
Quay Time
This service continued apace
providing a cosy forum in which our
guests and members of Quay Church
and our Club joined together for a cup
of tea, a bite to eat, conversation and
entertainment.
Christmas food parcels and
support
About 70 Christmas food parcels were
given to the Salvation Army to
augment their support for those in
need in the community. Also given
direct support were the Lighthouse
Women’s Refuge and the Kesgrave
Scouts.
Community groups and families
Direct fnancial support to local
groups, families and individuals.
Grants to individuals
Four young adults were assisted
during the reporting period.
Disused spectacle collection
In its second year, this service has
rocketed in popularity with more old
glasses sent to Lions HQ for onward
despatch to countries in need.

6

Additional information (optional)

You may choose to include further statements where relevant about:

Financial Review

Financial Review
Review of the charity’s
fnancial position at the
end of the period
Para 1.21 Notwithstanding the Charity’s lower
income again this year, some grants
were made and the year-end account
balance was positive allowing the
Club to move into the next business
year with funds for dispersal.
Statement explaining
the policy for holding
reserves stating why
they are held
Para 1.22
Amount of reserves held Para 1.22
Reasons for holding zero
reserves
Para 1.22
Explanation of any
uncertainties about the
charity continuing as a
going concern
Para 1.23
Details of fund materially
in defcit
Para 1.24

8

Structure, Governance and Management Description of charity’s trusts

Type of governing
document
(trust deed, royal
charter)
Para 1.25 Club’s constitution and by-laws.
How is the charity
constituted?
(e.g. unincorporated
association, CIO)
Para 1.25 CIO
Trustee selection
method
Para 1.25 At the AGM, Club Members elect the
following ofcers, who shall also be
trustees and whose term of ofce
shall run for one year from the 1stJuly
after the AGM at which they are
elected:

President

Secretary

Treasurer
In addition, up to a maximum of nine
additional trustees may be elected
and their term of ofce shall be three
years from the 1stJuly following the
AGM at which they are elected.

Additional information (optional)

You may choose to include further statements where relevant about:

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 A dearth of new, younger members
joining the Club.
The charity’s principal
sources of funds
(including any
fundraising)
Para 1.47 The General Public is the principal
source of funding for the CIO.

9

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 A Trustee is required to take
advantage of the training provided by
Lions Club International District
105CE.
The Trustee must familiarise
themselves with:

The CIO Lions Club Constitution

The Trustee Handbook

Charities and Fundraising
document CC20

Charity reporting and
accounting – the essentials
document CC15
The Charity’s
organisational structure
and any wider network
with which the charity
works
Para 1.51 The CIO is a standalone club within
the global international Lions Club
organisation. Geographically, it
belongs to a national sub-organisation
called Lions Clubs International
Multiple District 105. Further, the
national organisation is divided into a
number of districts comprising a
number of clubs geographically
distributed. These clubs, not all of
which have CIO status, are directly
supported by Zone and Regional
Ofcers.
Zone, Region, District and Multiple
District Ofcers are available to
support individual club activity and
decision making.

10

Charity’s principal The Royal British Legion, 81 Thoroughfare, address Woodbridge, Suffolk IP12 1AH

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
Trustee name Ofce (if any) Dates acted if not for
whole year
Name of person (or
body) entitled to
appoint trustee (if any)
Peter Button President 1stJuly 2022 to 30thJune
2023
Club Members
Chris Woods Secretary 1stJuly 2022 to 30thJune
2023
Club Members
Mike Curtis Treasurer 1stJuly 2022 to 30thJune
2023
Club Members
Stella Benton Trustee 1stJuly 2022 to 30thJune
2023
Club Members
Maurie Parish Trustee 1stJuly 2022 to 30thJune
2023
Club Members
Ian Gander Trustee 1stJuly 2022 to 30thJune
2023
Club Members
Keith Palmer Trustee 1stJuly 2022 to 30thJune
2023
Club Members

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

11

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 Trustees declare that they have approved the Trustees’ report above. Signed on behalf of the Charity’s Trustees.

Signatures
Full name Peter Button Christopher Woods

12

Position President 2022/2023 Secretary 2022/2023
Date 12 March 2024 12 March 2024

13

! ITI 11, wz oocso oooo (hTrOOOOt