Trustees’ Annual Report for the period
From 1[st] July 2023 to 30[th] June 2024
Charity name: Rugeley & District Lions Club CIO
Charity registration number: 1193225
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | By encouraging members to take an active interest in the welfare of the community in a charitable capacity by Service and the raising of funds to use in assisting. |
| 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 |
Service in the community and financial support to those in need. We will also join with other such organisations from time to time for the betterment of the local community. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | All Trustees have received the information pack issued by the Charity Commission |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | All requests are discussed by members 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. |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | All Club members are volunteers. Occasionally they are helped by friends and family and also Friends of Lions. All members pay an annual subscription to the Administration Account to cover normal expenses. |
|---|---|---|
| Other | N/A |
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 | Fundraising The Christmas Float went ahead as usual in 2023 with the local Rotary Club being our partner as in the past. We were also able to present Lesley Smith (Curator of Tutbury Castle) in her roles as Boudicca and Anne Hathaway at St. Augustine’s Church with the help of the Church. Following our successful concerts the previous year at the Church we produced a St Georges Day Concert which was well received. The Club have arranged afternoon parties to raised funds for McMillan Charity and the Alzheimer’s Society. Donations At Christmas we continue to collect new toys to give to local families who would otherwise be without. These are donated to local Church and Social Services. We did not have a Charity of the Year this year but have made several smaller donations to local charities and people needing assistance in their lives. Service We help out at the Rugeley Community Gardens producing vegetables to be given to those in need and also to the Foodbank via Rugeley in Bloom. We also join in with other organisations who ask us to help them. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | N/A |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | N/A |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other | N/A |
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | We have had a most successful fundraising year and made many donations totalling £6000. This was equal to funds raised so our final balance remains much the same as we started with. |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Remaining capital is carried over from one Lionistic year to the next. However we do hold a reserve for any emergency that may occur should funds already have been allocated. |
| Amount of reserves held | Para 1.22 | £1000 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| 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 where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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 | Our major fundraising annual event is our Christmas Float – 10 evenings travelling around the local estates with a Santa and Sleigh on the back of a lorry. Funds are shared equally with 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 social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | Whilst the Club is heavily involved with the local community we are low on the number of members and are revisiting ways to try and increase membership. |
| Other | N/A |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Rugeley & District Lions Club CIO Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO – ASSOCIATION |
| 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 | The Lions Club Constitution sets out that the Club President, Secretary and Treasurer are Trustees and other Trustees are elected by the members. |
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 | Rugeley & District Lions Club CIO is an associate member of Lions Club International. UK Lions (105MD) are organised into eight Districts and Rugeley is in District 105CN. |
| Relationship with any related parties |
Para 1.51 | None |
| Other | N/A |
Reference and Administrative details
| Charity name | Rugeley & District Lions Club CIO |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1193225 |
| Charity’s principal address | 8 Horseshoe Drive, Rugeley, Staffordshire, WS15 2RF |
Names of the charity trustees who manage the charity
| 1 2 3 4 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Debra Coburn | Club President | 25/01/2021 - | ||
| Pauline Holmes | Club Secretary | 25/01/2021 - | ||
| Peter Fielding | Club Treasurer | 25/01/2021 - | ||
| Jane Stevenson | 25/01/2021 - |
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 | 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 custodian charity’s objects |
None |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
None |
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 Secretary, Club Treasurer Club President Chair, etc) Date 6[th] July 2024
ele
Ex enditure Fees & Dues to I Postage, Printing Club Supplies Room Hire Charter Night
Miscellaneo Correction of wr
Ex enditure Fees & Dues Club Supplie Donations Cash Prizes Miscellaneou
Notes to Note 1 I Childrens H hristmas Ha ter Eggs for