Trustees’ Annual Report for the period
From : 01/07/2022 Period start date To: 30/06/2023 Period end date
Charity name: Stoke on Trent Lions Club (CIO)
Charity registration number: 1192273
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | “To empower volunteers to serve their communities, meet humanitarian needs, encourage peace and promote 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 beneft, • 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 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 |
Fundraising by club members and donations from supporters enable the Club to . - make donations to a number of local good causes and national charities with local connections, - provide aid, both monetary and physical, in individual cases of need. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | In conjunction with the objectives of Lions Club International the Trustees have complied with their duty to ‘Public Beneft’ as published in guidance issued by the Charity 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. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | - The Club aims to make grants and donations where it is thought they will make an appreciable diference. - 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 Stoke on Trent or surrounding areas. |
| Policy on social investment including program related investment |
Para 1.38 | The Club does not make any investments, except for purchases of items which are necessary for their fundraising activities, and which are written of in full in the year of purchase. |
| Contribution made by volunteers |
Para 1.38 | All Stoke on Trent Lions Club members are volunteers – albeit paying an annual subscription. They are assisted at times by non-subscription paying friends and relatives, again entirely on avoluntary basis. |
| 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 | All monies raised are distributed to causes selected in accordance with the Grant Making Policy and/or used to pay for supplies and equipment and fees necessary for fund raising activities. Donations made in 2022/2023 to charities and other organisations totalled £12,359 These include: Primarily a number of local causes, inc Toy bears for the Royal Stoke UHNM, our free Shoes For kids project, help with distressed families , Running the Prostate Cancer testing project dpnations to The Grocott centre, Gingerbead charity , local foodbank ,Lions Youth Band and local youth and theatre groups . |
Additional information (optional) You may choose to include further statements where relevant about: Achievements against Para 1.41 objectives set Performance of fundraising Para 1.41 activities against objectives set Investment performance Para 1.41 against objectives Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | There isa one account – which includes charity and administration in separate sections. At the end of the Lions year 2022-23 the balances were Charity £30603 Administration £1213 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Policy on reserves - The Club distributes funds prudently and in accordance with its Grant Making Policy, as and when they are available. The only designated funds held are for a future PS A(Prostate Specifc Antigen) testing and a reserve to cover the Firework display monies in case of a last minute cancellation. |
| Amount of reserves held | Para 1.22 | Whilst the club’s activities require no fxed 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 future Prostate Cancer testing. |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
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 |
|
|---|---|---|
| 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 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trustdeed,royalcharter) |
Para 1.25 | CONSTITUTION (Adopted 11 November 2020) |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Chartered under the jurisdiction of the International Association of Lions Clubs and registered with the Charity Commission (England and Wales) as a CharitableIncorporated Organization. |
| 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 | Elected by the Membership |
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 works Para 1.51 Relationship with any related parties Para 1.51 Other
Reference and Administrative details
| Charity name | Stoke on Trent Lions Club CIO |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1192273 |
| Charity’s principal address | 32 Paris Avenue ,Newcastle, Staffordshire, ST52RQ |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or bo entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Barbara Martin | Chair/President | |||
| Katherine Johnson | Secretary | |||
| William Hodgkinson | Treasurer | |||
– 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
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
Signature(s) Full name(s) William John Hodgkinson Position (eg Secretary, Treasurer Chair, etc) Date 22 February 2024
Stoke on Trent Lions Club CIO Summary Accounts Year ending 30
| Income | ||
|---|---|---|
| Administration | ||
| Subscriptions | 1110.00 | |
| Charter night | 2641.00 | |
| rafes and fnes | 375.60 | |
| Donations | 5.00 | |
| Dist Mdist dues | ||
| In dues | ||
| Miscelaneous | ||
| President bursary | ||
| Transfers | 629.55 | |
| Dist gov gift | ||
| Zone fund | 260.10 | |
| Sub Total | 5021.25 | |
| Charity | ||
| Fundraising | ||
| Race Night | 1026.70 | |
| Card Collection | 68.00 | |
| Tombola at Fenton Lghts | 340.10 | |
| Brass band concert | 380.00 | |
| ASDA collection | 229.46 | |
| Fireworks 2022 | 28599.70 | |
| Fireworks 2023 deposit | ||
| Etrura festival | 384.80 | |
| Prostste cancer testing 2023 | 310.00 | |
| Tunsatll carnival 2023 | ||
| Subtotal | 31338.76 | |
| Other income | ||
| Donations | 1032.65 | |
| Subtotal | 1032.65 | |
| Welfare activities | ||
| Local charity donations | ||
| LCIF donations | ||
| National charity donations | ||
| Insurance | ||
| Dist Youth | ||
| Hospital bears | ||
| Shoes for kids | ||
| Prostate sceening | 6295.45 | |
| Waterworld and Foxfeld | ||
| Subtotal | 6295.45 | |
| Other expenditure | ||
| Operating expenses | ||
| Miscelaneous | ||
| Travel expences donated to admin | ||
| Subtotal |
Excess income over expenditure 43688.11
June 2023
Expenditure
Balance
| 1110.00 | |
|---|---|
| 2297.40 | 343.60 |
| 375.60 | |
| 5.00 | |
| 844.10 | -844.10 |
| 885.70 | -885.70 |
| 93.60 | -93.60 |
| 300.00 | -300.00 |
| 629.55 | |
| 10.00 | -10.00 |
| 260.10 | |
| 4430.80 | 590.45 |
| 688.86 | 337.84 |
| 68.00 | |
| 60.00 | 280.10 |
| 91.00 | 289.00 |
| 229.46 | |
| 22698.97 | 5900.73 |
| 850.00 | -850.00 |
| 125.91 | 258.89 |
| 310.00 | |
| 804.00 | -804.00 |
| 25318.74 | 6020.02 |
| 1032.65 | |
| 6487.45 | -6487.45 |
| 1800 | -1800.00 |
| 1000 | -1000.00 |
| 74.15 | -74.15 |
| 220 | -220.00 |
| 900 | -900.00 |
| 210 | -210.00 |
| 7090.24 | -794.79 |
| 317.5 | -317.50 |
| 18099.34 | -12433.44 |
| 102.69 | -102.69 |
| 230.63 | -230.63 |
| 629.55 | -629.55 |
| 962.87 | -333.32 |
48811.7S -5123.64
CHARITY COMMISSION FOR ENGLAND ANO WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees Stoke on Trent Lions Club (CIO) On accounts for the year ended 30 June 2023 Charlty no (If any) 1192273 Set out on pages I report to the trustee5 on my examination of the accounts of the above charity ("the Trust'} for the year ended 3010612023. Responslbillties 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 Charites Act 2011 {'the Ad"). 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. Independent examiner's statement I have completed my examination. l Gonfimi 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 nol kept in accordance with section 130 of the Charilies Act- or the accounts did not acKord with the accounting records., or the accounts did not comply with the applicable requirements concerning the form and content of accounts sel out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fairf view which is not a matter onsidered as part of an independent examination. I have no wncerns and have come across no other matters in connection wilh the examination to which attention should be drawn in thi5 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. Slgned: Date: Name: Charles Roy Plant Relevant professlonal qualification($) or body (If any): IER Oct 2018
Address: 10 5T4FrS ST[ 3SD Section B Disclosure Only cornplete if the examiner needs to highlight material matters of concern {see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Glve here brief details of any items that the examlner wishes to disclose. IER Oct 2018