# **Trustees’ Annual Report for the period** **From 25[th] January 2021 Period start date To 30[th] June 2022 Period end date** ## **Charity name: Rugeley & District Lions Club CIO** ## **Charity registration number: 1193225** ## **Objectives and Activities** **----- Start of picture text -----**
SORP reference
Summary of the purposes Para 1.17
of the charity as set out By encouraging members to take an
in its governing active interest in the welfare of the
document community in a charitable capacity by
Service and the raising of funds to use
in assisting.
Summary of the main Para 1.17 and
1.19
activities in relation to Service in the community and financial
those purposes for the support to those in need. We will also
public benefit, in join with other such organisations from
particular, the activities, time to time for the betterment of the
projects or services local community.
identified in the
accounts.
Statement confirming Para 1.18
whether the trustees
have had regard to the All Trustees have received the
guidance issued by the information pack issued by the Charity
Charity Commission on Commission
public benefit
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
SORP reference
Para 1.38 All requests are discussed by members
Policy on grant making in the monthly business meeting (or
online if there is a pressing need for
speed) and a majority decision is made
as to the allocation of funds providing
the request meets Lion’s criteria.
Para 1.38
Policy on social
investment including N/A
program related
investment
All Club members are volunteers.
Para 1.38 Occasionally they are helped by friends
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Contribution made by and family and also friends of Lions.
volunteers All members pay an annual
subscription to the Administration
Account to cover normal expenses.
Other
N/A
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## **Achievements and Performance** **----- Start of picture text -----**
SORP reference
Fundraising
Has been affected greatly by the
pandemic which has caused many
Summary of the main events to be cancelled. The Christmas
Para 1.20
achievements of the Float went ahead as usual in 2021 with
charity, identifying the the local Rotary Club being our partner
difference the charity’s as has been done in the past.
work has made to the We were also able to present Lesley
circumstances of its Smith (Curator of Tutbury Castle) in her
beneficiaries and any presentations as Mary Queen of Scots
wider benefits to society and Anne Boleyn at St. Augustine’s
as a whole. Church with the help of the Church.
The Club have arranged afternoon
parties to assist McMillan Charity and
the Alzheimer’s Society.
Donations
Our annual Charity was the local PHAB
Group who received £1150, being a
percentage of our net income.
£1000 was also donated to Lions Clubs
International Foundation to assist with
the troubles in Ukraine.
We have also made smaller donations
to local charities and people needing
assistance in their lives.
Service
We help out at the Rugeley Community
Gardens maintaining 3 beds producing
vegetables to be given to those in
need and also to the Foodbank via
Rugeley in Bloom.
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
Achievements against Para 1.41
objectives set
N/A
N/A
Performance of
fundraising activities Para 1.41
against objectives set
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Investment performance Para 1.41
N/A
against objectives
Other N/A
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## **Financial Review** **----- Start of picture text -----**
Review of the charity’s Para 1.21
financial position at the
end of the period
Statement explaining the Para 1.22 Remaining capital is carried over from
policy for holding one Lionistic year to the next.
reserves stating why they However we do hold a reserve for any
are held emergency that may occur should
funds already have been allocated.
Amount of reserves held Para 1.22 £1000
Reasons for holding zero Para 1.22
N/A
reserves
Details of fund materially Para 1.24
N/A
in deficit
Explanation of any Para 1.23
uncertainties about the
None
charity continuing as a
going concern
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
Our major fundraising annual event is
our Christmas Float – 10 evenings
The charity’s principal travelling around the local estates with
sources of funds Para 1.47 a Santa and Sleigh on the back of a
(including any lorry. Funds are shared equally with
fundraising) Rugeley Rotary Club.
The Club has organised presentations
by the Curator of Tutbury Castle as
historical figures (in costume)
throughout history. Funds are shared
with the local Church where the
presentations are held.
We also have a stands at fetes and
fairs when permitted.
Investment policy and
objectives including any Para 1.46 N/A
social investment policy
adopted
This year our main risk has been the
lack of opportunity for fund raising.
A description of the Para 1.46
principal risks facing the
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charity Other N/A ## **Structure, Governance and Management** **----- Start of picture text -----**
Description of charity’s
trusts:
Type of governing Para 1.25
document Rugeley & District Lions Club CIO
(trust deed, royal Constitution
charter)
How is the charity Para 1.25
constituted?
CIO – ASSOCIATION
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25
methods including details
of any constitutional The Lions Club Constitution sets out
provisions e.g. election to that the Club President, Secretary and
post or name of any Treasurer are Trustees and other
person or body entitled Trustees are elected by the members.
to appoint one or more
trustees
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
Policies and procedures
adopted for the induction Para 1.51
and training of trustees
Rugeley & District Lions Club CIO are
The charity’s
organisational structure Para 1.51 an associate member of Lions Club
International.
and any wider network
UK Lions (105MD) are organised into
with which the charity
eight Districts and Rugeley is in District
works
105CN.
None
Relationship with any Para 1.51
related parties
Other N/A
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## **Reference and Administrative details** Charity name Rugeley & District Lions Club CIO **----- Start of picture text -----**
Other name the charity
uses
Registered charity 1193225
number
Charity’s principal 8 Horseshoe Drive,
address Rugeley,
Staffordshire,
WS15 2RF
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## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Debra Coburn Club President 25/01/2021 -
2 Pauline Holmes Club Secretary 25/01/2021 -
3 Peter Fielding Club Treasurer 25/01/2021 -
4 Jane Stevenson 25/01/2021 -
5
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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 **----- Start of picture text -----**
Trustee name Dates acted if not for whole
year
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Funds held as custodian trustees on behalf of others
Description of the assets
held in this capacity None
Name and objects of the
charity on whose behalf
the assets are held and
how this falls within the None
custodian charity’s
objects
Details of arrangements
for safe custody and
segregation of such
assets from the charity’s None
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 N/A ## **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)** _PFielding_ Deb Coburn **Full name(s)** Peter Edward Fielding Debra Coburn **Position (eg** Club Treasurer Club President **Secretary, Chair, etc)** **Date** 30[th] June 2022 RUGELEY AND DISTRIcr LIONS CLUB CIO ACCOUNTS FOR PERIOD - ANUARY 2021 TO 30- 2022 ele and District IAons Club CIO Accounts fot the 2021 to une 2022. I confirm that I h2Ye examind the 6naniial recon4s of Rwey and Dtstiict Club (CIO) for the peri￿ 25. J2nuaty 21r21 ju￿ J)21 Inc(mr and E4kditute of d* Rugdey and Disttict Iions aub (ao) for the mentK)nd. Name J6Ho¢¢A c< HrLwÉ 21Y22 Lions Club Adminlstratlon Account 25th January W21 to 30th June 2022 531.13 Club &Jpk Rr**n Hwe Charter Nyht 148.lY) Fines 17.74 Charter N llllere* (L £ 467.74 2n*.79 £ 624.76 67.74 109149 738.53 £ 3S3.% 199.wj 154.16 20. 10 148 T( Lion# Club Ch* . Account 2021r1022 40.27 47515 4383 10 Club Suwies 1437.95 .07 P¢ty & PrirknrwJ Tot*1 Exp￿di1￿￿ IOST154 Activities Inlerest o(x> 818.32 S￿￿#81 Chrikn F￿1 9.843.27 14319.14 18811.87 111512.54 2125.91 Naiwest 1191.10 Notes to Accounts 315.(M) n(x) 250.Q) 125.65 224.95 1(xx).rx) L￿F UkJ•r 18.50 1CQ. 1(￿.C¥) Total 4383.10 425.(NJ 416.15 1437. 1[￿.32 107.C¥) Paypa F￿j 816.32