

## **Trustees’ Annual Report for the period** 

## **Period start date 01 July 2023 Period end date   30 June 2024** 

## **Charity name: Grimsby Cleethorpes Lions Club (CIO)** 

## **Charity registration number: 1196992** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|**The advancement of citizenship,**<br>**promoting the voluntary sector for public**<br>**benefit, the relief of poverty and providing**<br>**humanitarian aid. The advancement of**<br>**health or the saving of lives by helping to**<br>**prevent or manage health issues.**|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|**Promoting the conservation, protection**<br>**and improvement of the environment,**<br>**promoting community participation in**<br>**healthy recreation.**|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|**Yes**|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers 



Other 

## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**We have supported many organisations**<br>**and individuals to help with either their**<br>**current situation or a project.**<br>**Examples are Grimsby In Bloom (toilet**<br>**facilities), Bowls Kit for local Elderly**<br>**Group, Women's Aid (supporting Children**<br>**at Christmas), Cleethorpes Wildlife**<br>**Rescue (Mobile Cameras), Lincolnshire**<br>**Emergency Blood Bikers.**<br>**And many others.**|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

|<br>Achievements against<br>objectives set|<br>Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**Financially sound**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**No reserves**|
|Amount of reserves held|Para 1.22|**None**|
|Reasons for holding zero<br>reserves|Para 1.22|**None**|
|Details of fund materially in<br>deficit|Para 1.24|**None**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|**No uncertainties**|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

|<br>The charity’s principal<br>sources of funds (including<br>any fundraising)|<br>Para 1.47|<br>**Future activities will be but not limited to:**<br>**Quiz Nights, Charity Golf Days, On Street**<br>**Collections and Store Collections (e.g.**<br>**Tesco), Duck Races and Dinners.**|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|**None**|
|A description of the principal<br>risks facing the charity|Para 1.46|**None**|
|Other||**NA**|





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|**Charter granted by International**<br>**Association of Lions Clubs**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**CIO**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|**Clauses 13 to 17 of Lions Club**<br>**Constitution for a CIO.**|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

|<br>Policies and procedures<br>adopted for the induction and<br>training of trustees|<br>Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 

|Charity name|Grimsby Cleethorpes Lions Club (CIO)|
|---|---|
|Other name the charity uses|None|
|Registered charity number|1196992|
|Charity’s principal address|C/O<br>Waltham Windmill Golf Club, Cheapside Waltham<br>DN37 0HT|
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**Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|
|---|---|---|---|
||Mark Robinson|Chair|Commencing13/07/2023|
||John Couldstone|Secretary|Deceased|
||William Phillipson|Treasurer|Commencing13/07/2023|
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– Corporate trustees names of the directors at the date the report was approved **Director name NONE** 

Name of trustees holding title to property belonging to the charity 

|**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|
|**NONE**|||
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## **Funds held as custodian trustees on behalf of others** 

|Description of the assets<br>held in this capacity|None|
|---|---|
|Name and objects of the<br>charity on whose behalf the<br>assets are held and how this<br>falls within the custodian<br>charity’s objects|None|
|Details of arrangements for<br>safe custody and<br>segregation of such assets<br>from the charity’s own assets|None|



## **Additional information (optional)** 

**Names and addresses of advisers (Optional information)** 

**Type of adviser Name** 

**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 Phillipson 

**Position (eg Secretary, Chair, etc)** Treasurer 

**Date** 

31/01/25 



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