2025-06-30-accounts

RUGELEY AND LIONS CLU

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Rugeley and District Lions Club CIO - Admi enditure Fees & Dues to International & District Postage, Printing and telephone Club Supplies Room Hire Charter Night Miscellaneous (see Note 1 below) 91 Total Expenditure Income Subscriptions Fines Activities (See note 2 below) Raffles Charter Night Interest Donations (See Note 3 below) Miscellaneous (See Note 1 below) 11 Total Income Ex￿sS of Income over Expenditure

Rugeley and District Lions Club CIO - Admi Notes to Accounts Note 1-miS￿lIaneouS Ex enditure Gift for retiring DG Mispost Total Note 2 - Activities Car Boot Sale Total Note 3 - Donations None Total

Rugeley District Lions Club C enditure Fees & Dues to International & District Donations { See Note 1 below) Cash Prizes Miscellaneous Christmas Float Postage & Printing Total Expenditure Income Activities Interest Miscellaneous (See Note 3 below) Donations (See Note 2 below) Raffle Special

Rugeley District Lions Club Notes to Accounts Note 1-Donations made Defibrillater First Res Food hampers Pear Tre Foodbank Christm Fo Lea Hall Lionesses sponsor Macmillan Michael Lloyd~ Standup Wh RBL Rugeley Rugby Club sponsor Stafford Wo Virtnry Chur Victory Church (Teddy Bear Wear it Pink Breast 1 st Rugeley Scouts {2 year donation fnr rlioAh

Trustees’ Annual Report for the period

From 1[st] July 2024 to 30[th] June 2025

Charity name: Rugeley & District Lions Club CIO Charity registration number: 1193225

Objectives and Activities

	SORP referenc e
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	Para 1.18	All Trustees have received the information pack issued by the

had regard to the guidance issued by the Charity Charity Commission Commission on public benefit

Additional information (optional)

You may choose to include further statements where relevant about:

about:
	SORP referenc e
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 referenc e
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 2024 with the local Rotary Club being our partner as in the past. We were also able to present Lesley Smith (ex-Curator of Tutbury Castle) in her roles as Florence Nightingale and Peggy Knight at St. Augustine’s Church with the help of the Church. Following our successful concerts the previous year at the Church we produced another St Georges Day Concert which was well received. To celebrate V E Day we organised a party for 60 Senior Citizens 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. We also teamed up with Rugeley Community First Responders to install a defibrillator outside the local church. Food is purchased and passed to the local Foodbank and other Community groups especially at Christmas when we provide enough food for a complete Christmas Dinner. Service We are happy to 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 £6300. Our total expenditure for the year was about £1500 more than total income so our bank balance reduced accordingly but remains healthy at c£10700.
Statement	Para	Remaining capital is carried

explaining the policy for holding reserves stating why they are held	1.22	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 ex- 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:

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	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.

works
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	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (if any)
	Debra Coburn	Club President	25/01/2021 -
	Pauline Holmes	Club Secretary	25/01/2021 -
	Peter Fielding	Club Treasurer	25/01/2021 -

4[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

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 Name Address of advise

r

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, Chair, Club Treasurer Club President etc) Date 7[th] Au ust 2025 g