Trustees’ Annual Report for the period
From : 01/07/2021 Period start date To : 30/06/2022 Period end date
Charity name: Stoke on Trent Lions Club (CIO)
Charity registration number: 1192273
Objectives and Activities
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SORP reference
Summary of the Para 1.17 “To empower volunteers to serve their
purposes of the charity communities, meet humanitarian
as set out in its needs, encourage peace and promote
governing document international understanding through
Lions Clubs.”
The objects as set out in the charity’s
constitution are:
• The advancement of citizenship,
• Promoting the voluntary sector for
the public benefit,
• Promoting volunteering,
• The relief of poverty and the relief
of those in need in particular by
providing humanitarian aid and
disaster relief,
• The advancement of health or the
saving of lives ,
• Promoting the conservation,
protecting and improvement of the
physical and natural environment,
and
• Promoting community participation
in healthy recreation.
Summary of the main Para 1.17 and Fundraising by club members and
1.19
activities in relation to donations from supporters enable the
those purposes for the Club to
public benefit, in .
particular, the activities, - make donations to a number of local
projects or services good causes and national charities
identified in the with
accounts. local connections,
- provide aid, both monetary and
physical, in individual cases of need.
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Statement confirming Para 1.18 In conjunction with the objectives of
whether the trustees Lions Club International the Trustees
have had regard to the have complied with their duty to
guidance issued by the ‘Public Benefit’ as published in
Charity Commission on guidance issued by the Charity
public benefit Commission. Also, the trustees work
with reference to the Charity
Commission trustee guidance
document ‘The Essential Trustee -
What You Need To Know’ and monitor
Charity Commission Trustees
newsletters.
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Additional information (optional)
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You may choose to include further statements where relevant about:
SORP reference
Policy on grant making - The Club aims to make grants and
Para 1.38 donations where it is thought they will
make an appreciable difference.
- The Club will consider international
and national funding requests
received via the Lions Clubs
International Foundation.
- The Club will not normally support
applications from large national
charities except where they meet a
particular need in Stone on Trent or
surrounding areas.
Policy on social The Club does not make any
investment including Para 1.38 investments, except for purchases of
program related items which are necessary for their
investment fundraising activities, and which are
written off in full in the year of
purchase.
Contribution made by All Stoke on Trent Lions Club members
volunteers Para 1.38 are
volunteers – albeit paying an annual
subscription. They are assisted at
times by non-subscription paying
friends and relatives, again entirely
on
a voluntary basis.
Other
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Achievements and Performance
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SORP reference
All monies raised are distributed to
causes selected in accordance with
the
Summary of the main Grant Making Policy and/or used to
Para 1.20
achievements of the pay
charity, identifying the for supplies and equipment and fees
difference the charity’s necessary for fund raising activities.
work has made to the
circumstances of its Donations made in 2020/2021 to
beneficiaries and any charities and other organisations
wider benefits to society totalled £9052.
as a whole.
These include:
Primarily a number of local causes,
inc
items for the Royal Stoke UHNM, our
free Shoes For kids project, help with
distressed families help, with The
Grocott centre, Gingerbead charity
,Headway charity, local foodbank and
Lions Youth Band.
Purchase the supply and organise the
distribution of the Lions “Message in a
Bottle” scheme.
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Additional information (optional)
You may choose to include further statements where relevant about: Achievements against Para 1.41 objectives set Performance of Para 1.41 fundraising activities against objectives set Investment performance Para 1.41 against objectives Other
Financial Review
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Review of the charity’s Para 1.21 There isa one account – which
financial position at the includes charity and administration in
end of the period separate sections. At the end of the
Lions year
2020-21 the balances were
Charity £36,317
Administration £882
Statement explaining Para 1.22 Policy on reserves - The Club
the policy for holding distributes funds prudently and in
reserves stating why accordance with its Grant Making
they are held Policy, as and when they are
available.
The only restricted funds held is the
PSA
(Prostate Specific Antigen) testing
And a reserve to cover the Firework
display monies as the public were
advised that
the money was raised for this specific
purpose.
Amount of reserves held Para 1.22 Whilst the club’s activities require no
fixed levels of funds it is considered
prudent to designate £12,000 in the
event of a failure with the Firework
Display and £5,000 for Prostate
Cancer testing.
Reasons for holding zero Para 1.22 N/A
reserves
Details of fund materially Para 1.24 None
in deficit
Explanation of any Para 1.23
uncertainties about the
charity continuing as a
going concern
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Additional information (optional)
You may choose to include further statements where relevant about:
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The charity’s principal
sources of funds Para 1.47
(including any
fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the
Para 1.46
principal risks facing the
charity
Other
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Structure, Governance and Management
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Description of charity’s
trusts:
Type of governing Para 1.25 CONSTITUTION (Adopted 11
document November 2020)
(trust deed, royal
charter)
How is the charity Para 1.25 Chartered under the jurisdiction of the
constituted? International Association of Lions
(e.g unincorporated Clubs
association, CIO) and registered with the Charity
Commission (England and Wales) as a
Charitable Incorporated Organization.
Trustee selection Para 1.25 Elected by the Membership
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
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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 The charity’s organisational structure and any wider network with which the charity Para 1.51 works Relationship with any related parties Para 1.51 Other
Reference and Administrative details
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Charity name Stoke on Trent Lions Club CIO
Other name the charity
uses
Registered charity 1192273
number
Charity’s principal 32 Paris Avenue ,Newcastle, Staffordshire, ST52RQ
address
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Names of the charity trustees who manage the charity
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Name of person (or
Dates acted if not for body) entitled to
Trustee name Office (if any)
whole year appoint trustee (if
any)
Lynda Chair/President
1
MacConaghy
2 Katherine Johnson Secretary
William Treasurer
3
Hodgkinson
4 Carole Godden
5 Barbara Martin
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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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
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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
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
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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 Signature(s) Full name(s) William John Hodgkinson Position (eg Treasurer Secretary, Chair, etc) Date 22 March 2023
Stoke on Trent Lions Club
Activities Account Summary
Year ending 30 June 2022
| Income | Expenditure | |
|---|---|---|
| Fund raising events | ||
| Race night | 971.7 | 576.32 |
| Card collectiom | 55.00 | |
| Fenton light switch on | 322.00 | 60.00 |
| Etruria canal festival 21 | 180.30 | 65.00 |
| Brass band Concert | 334.50 | 22.00 |
| Collection ASDA | 271.60 | |
| Fireworks 2021 | 38524.80 | 19274.51 |
| Fireworks Nov 2022 deposit | 1322.00 | |
| Zone Challenge | 200.00 | 278.00 |
| Etruria canal festival 22 | 166.50 | |
| Subtotal | 41026.40 | 21597.83 |
| Other income | ||
| Donations | 1382.24 | |
| Subtotal | 1382.24 | |
| Welfare activities | ||
| Local charity donations | 3704.81 | |
| LCI donations | 1690.00 | |
| National charity donations | 1050.65 | |
| Defbrilator project | 1576.73 | |
| Shoes for kids | 450.00 | |
| Prostate screening | 180.00 | |
| Waterworld/Foxfeld | 300.00 | |
| Carol Concert | 100.00 | |
| Subtotal | 9052.19 | |
| Other expenditure | ||
| Operating expenses | 769.90 | |
| Miscelaneous | 251.75 | |
| District insurance | 70.14 | |
| Subtotal | 1091.79 | |
| Totals | 42408.64 | 31741.81 |
Excess income over expenditure
Stoke on Trent Lions Club
Activities Account Summary
Balance
395.38 55.00 262.00 115.30 312.50 271.60 19250.29 -1322.00 -78.00 166.50 19428.57 1382.24 1382.24 -3704.81 -1690.00 -1050.65 -1576.73 -450.00 -180.00 -300.00 -100.00 -9052.19 -769.90 -251.75 -70.14 -1091.79
10666.83
10666.83
Stoke on Trent Lions Club CIO Income and Expendit Year ending 30 June 2022
| Year ending 30 June 2022 | ||
|---|---|---|
| Income | Expenditure | |
| Asdministration | ||
| Subscriptions | 1370 | |
| Charter night | 2389.00 | 2145.90 |
| rafes and fnes | 308.32 | |
| Donations | 25.00 | |
| Dist Mdist dues | 737.36 | |
| In dues | 655.01 | |
| Miscelaneous | 158.85 | |
| President bursary | 300.00 | |
| transfers | 52.00 | |
| Total administration | 4144.32 | 3997.12 |
| Administration Excess income over expenditure | ||
| Charity Fund raising events | ||
| Race night | 971.7 | 576.32 |
| Card collectiom | 55.00 | |
| Fenton light switch on | 322.00 | 60.00 |
| Etruria canal festival 21 | 180.30 | 65.00 |
| Brass band Concert | 334.50 | 22.00 |
| Collection ASDA | 271.60 | |
| Fireworks 2021 | 38524.80 | 19274.51 |
| Fireworks Nov 2022 deposit | 1322.00 | |
| Zone Challenge | 200.00 | 278.00 |
| Etruria canal festival 22 | 166.50 | |
| Subtotal | 41026.40 | 21597.83 |
| Other income | ||
| Donations | 1382.24 | |
| Subtotal | 1382.24 | |
| Welfare activities | ||
| Local charity donations | 3704.81 | |
| LCI donations | 1690.00 | |
| National charity donations | 1050.65 | |
| Defbrilator project | 1576.73 | |
| Shoes for kids | 450.00 | |
| Prostate screening | 180.00 | |
| Waterworld/Foxfeld | 300.00 | |
| Carol Concert | 100.00 | |
| Subtotal | 9052.19 | |
| Other expenditure | ||
| Operating expenses | 769.90 | |
| Miscelaneous | 251.75 | |
| District insurance | 70.14 | |
| Subtotal | 1091.79 | |
| Totals charity | 42408.64 | 31741.81 |
| Combined Administration and charity | 46552.96 | 35738.93 |
ture Summary
Balance
1370 243.10 308.32 25.00 -737.36 -655.01 -158.85 -300.00 52.00 147.20 147.20
395.38 55.00 262.00 115.30 312.50 271.60 19250.29 -1322.00 -78.00 166.50 19428.57 1382.24 1382.24 -3704.81 -1690.00 -1050.65 -1576.73 -450.00 -180.00 -300.00 -100.00 -9052.19 -769.90 -251.75 -70.14 -1091.79 10666.83 10814.03
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees
Charity Name
Stoke on Trent Lions Club CIO
30 June 2022 On accounts for the year ended
Charity 1192273 no (if any)
Set out on pages
(remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity for the year ended 30 /06/2022
Responsibilities and basis of report
As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
- [I am qualified to undertake the examination
Independent [I am qualified to undertake the examination examiner's statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:
-
the accounting records were not kept in accordance with section 130 of the Charities Act; or
-
the accounts did not accord with the accounting records; or
-
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
- Please delete the words in the brackets if they do not apply.
Signed: Date:
Name:
1
Oct 2018
IER
Relevant professional qualification(s) or body (if any):
Address:
Section B Disclosure
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .
2
Oct 2018
IER
IER Oct 2018