Trustees’ Annual Report for the period
From 1 July 2023 Period start date to 30 June 2024 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 | Stoke on Trent Lions Club CIO serves the local community as well as helping people locally nationally and internationally. |
| 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 |
Local charitable donations £7851 International donations £1000 National charity donations £1155 Lions own charity donations £2052 Defibrillator project £1464 Shoes for kids £240 |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Charity Commission guidelines have been followed |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | The welfare committee judges all applications for help on their merits and recommend to the club the level of grant. Which is then subject to a majority vote by club members |
| Policy on social investment including program related investment |
Para 1.38 | No funds are under investment only a current bank account |
| Contribution made by volunteers |
Para 1.38 | Help with fundraising activities and decisions on welfare requests |
| 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 | Providing funds for a defibrillator to be placed in each of the 6 local towns in the city and servicing them, some have been used potentially saving a life, Providing free vouchers for shoes for families with low income Providing free Message in a Bottle emergency aid items to members of the public so helping the emergency services to help a person in distress. Providing a free day out for disabled children and their families at the local Foxfield railway Providing free Teddy Bears to children when taken into hospital A&E. Helping other local charities with their work in the community Running Tunstall Carnival free to the local community to enjoy a free day of fun and entertainment Running the City Firework display in Fenton Park for the benefit of the local community |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Account at Barclays bank holds all the charity funds totalling £36925 |
| Statement explaining the policy for holding reserves statingwhytheyare held |
Para 1.22 | Money needs to be carried over from each year to provide funds to put on major fund- raisingevents like the Firework Display |
| Number of reserves held | Para 1.22 | None. |
| Reasons for holding zero reserves |
Para 1.22 | Adequate funds in the bank account and each year’s fund-raising meets the level of spend. |
| 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 | None. |
| Additional information (optional) You may choose to include further statements |
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 | Money is raised by events like the Fireworks display, Tunstall Carnival and stalls at various local events. |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | No funds are invested |
| A description of the principal risks facing the charity |
Para 1.46 | Failure of the main fundraising events will require a change in strategy to revert to more simple events which will ultimately mean less money for good causes |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
None | |
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | 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 |
Para 1.25 | Major officers President Treasurer and Secretary become trustees. The members in each position are voted in annually. |
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, Staffs, 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 body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Barbara Martin | President | Stoke on Trent Lions Club | ||
| Katherine Johnson | Secretary | Stoke on Trent Lions Club | ||
| William Hodgkinson | Treasurer | Stoke on Trent Lions Club | ||
– 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 None 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) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| William John Hodgkinson | ||
Treasurer |
||
| 4 Feb. 25 | ||
| 4 Feb. 25 |
Stoke on Trent Llons Ouboo 5wnmary Accounts Year endlry 30 Jur 2024 Income EvpÈndiiure B81ce ImlnlstratSon 5ubscriptlons Charter nl8ht raffle5 and Ilnes tk)naiions sr Mdist due5 In due5 M15celènèous Presldent bursary D15t gov gift 1360.00 ?fj81.00 27I) rA) 2n.0(> 1360.OCI 2527.67 .9118 .10 -77841 771191 275 7.3 iuoo Sub Total 4J42.0 -.413.6J tharfty Caid Collectlo Tornbolaat Fwton ht5 8rass band Concert 80s Ni8hl Flrework$2023 Fliwworks2024 deposlt Etrurale5tlval 24 Prost5tecancer testing2024 Tunstall carnioval 24 Tunsatll carnival Z023 Tun5tall IIRht yiich on 38.50 226.00 38.50 226.00 43.00 877.00 18359.77 400.00 177.70 450.00 .144.00 1245.10 -12.17 20274.90 43.00 877.00 44561.49 16202.72 900.00 l77.70 450.00 L44.00 29411.20 4186.30 144.76 156.93 Subtotal 50662.75 30387.85 Other Income Donarionsto¢lub SubtotJl Wdlareactivitle5 Local charltydonatlons LCIF donatlons 7851.21 -7851.22 204249 -2052.19 N*ional chariiydonations Insurance MIA8and MIAW Shoesfof kid5 Oeftbillators WalLYworld ind Foxfleld -149.00 240.00 14(54.00 -24D.110 1464.00 -311rJ i)0 Subtotal 144B8.16 -14488.16 otherexpendlture Operatln6 expenses Mlscdoneou5 2fy8 12XU.12 -?ts8 110 Subtotal ZoneFund Raffles Room hirerefund Zonechallw8ecoterin8 Transfer to Uttoxetter Lllons 44.00 100.ov 44.110 If)11.00 .l(>1.22 -24? 88 -26Q.10 242.8% Subtotal 144.00 Exces%ln¢omÈovereMpendlture fj6264.46 5141S.54 4848.62
Bat¢ theel Balances Opening balance5 Balance at Barclays bank Exce55 Income over expendlture Cla51n8 balance 4848.62 36925.19 tcurrent a55ets A55ets 8alance at Barclays bank 36925.19 Prepared bv W H%xl8Wnson Treaswèr Atsditted by C R plant Independeni examlner Accepted by K Jthnson Pfesldent
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Secllon A Independenl Exarnlner's Report Roport lo th? tru8tees Stoke on Trent Uons Club CIO On accounts lor th8 yéar ended 30 June 2024 Charlty no (11 any) 1192273 Sel oul on pagos I r8POrt to the Iruslee5 on my examination of Ihg 8ccounts ol Ihe above chanty I'the Trust") for the year ended 3010612024 As Ihe chadlys Irustees, you are responslble lor the preparatlon of Ihe accoun15 In accordance with the requlrem8nts of the Charities Act 2011 {"the Act"). Rosponslbllltles and basls of report I report In respecl of my examinalion of the Trust's accounls carned out under secllon 145 01 the 2011 Act and In carrylng oul rny examinallon, I have followed all the applicable Direclions glven by the Chanty Commlssion under seclion 145151{bl of the Acl, Independent examlnerfs statement I have completed my examination. I confim that no material matters have come lo my allenllon in conneclion with th8 exarninallon which gives me C8L*se lo believe Ihal in, any m8tenal respect.. the accounling records were not kept In attordance with secllon 130 of the Chadlies Ad., or the accounls dld nol accord wilh the accouniing records., or the accounts dld nol comply wllh the appllcab1e requirements concernlng the fom and conlenl ol accounls sel out In Ihe Charllles {A¢coun15 and Report51 Regulallons 2IX)8 other Ih8n any requlremenl thBI the accounts givg 8 'lrue and l£irf view which IB not 8 maller consldered as part ol an Independeni examinaiion. I have no concems and have come across no other mallers in connecllon with Ihe examlnallon lo which allenllon should b6 drawn In thls report In order lo enabl8 a proper unders18nding of the accounts lo be rèachad. Ple8se d81ele Ihe words in lh6 br8ckels if Ihey do nol apply. Slgnad: Date: Namo: Mr C R Plant Relevant profes8lonal quallflcatlon{s) or body (11 any): Addre88: 10 Eleanor View, Newc8811e under Lyme, Slaffordsttire IER Oct 2018