## **Trustees’ Annual Report for the period** **From Period start date To 02.10.2024 Period end date 30.06.2025 Charity name: Sutton Coldfield and Erdington Lions Club (CIO)** ## **Charity registration number: 1210294** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**Community activity**
**Environmental issues**
**Service time to external organisations**| |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|**The main activities of the charity are:-**
**Support for local groups i.e Dementia**
**Friendly carers groups. Elderly Support**
**Groups**
**Message in a bottle**
**Local Scout Groups**
**Recycling of spectacles and bras**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**Yes they have**| ## **Additional information (optional)** You may choose to include further statements where relevant about: SORP reference Para 1.38 Policy on grant making **na** Para 1.38 Policy on social investment including program related investment **na** Para 1.38 Contribution made by volunteers 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|**Community**
**Distribution of Message in a bottle to**
**individuals and Dementia Groups, Carers**
**Groups. This increases the confidence of**
**vulnerable residents and their families**
**that should emergency services be called**
**the identification and medical records are**
**to hand. A secondary benefit to the**
**locality is that by our charity’s**
**involvement we have helped achieve**
**Dementia Friendly Status in conjunction**
**with a local nursing home.**
**During the Christmas season the charity**
**undertakes street sleigh runs and Santa**
**visits to schools, Christmas fetes etc.**
**Two scout groups have benefitted from**
**this**
**Environmentally we collect and recycle**
**unwanted spectacles via Sight Savers.**
**Usable items are distributed abroad as**
**required. Unusable items are used to**
**generate electricity and not sent to**
**landfill**
**Bras are collected on behalf of breast**
**cancer Uk for distribution in this country**
**and abroad**
**The club provides support to the local 7**
**Pools 10K run in Sutton Park. This is in**
**the form of funds for participants running**
**numbers, planning and marshalling at the**
**event. Funds raised are donated to KIDS**
**children’s charity.**
**We give time to support local charities as**
**required. This includes The Hub in the**
**local area. The Hub administers regular**
**meetings for all community organisations**
**to the benefit of communication and**
**matching needs in the area particularly**
**food banks.**| ## **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|**The charity is able to continue the work**
**and support undertaken at the end of the**
**period.**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**Holding a reserve fund enables the**
**charity to respond as demand arises.**| |Amount of reserves held|Para 1.22|**£1000**| |Reasons for holding zero
reserves|Para 1.22|**A zero reserve would only be held as a**
**result of an emergency situation**| |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|**No foreseen uncertainties.**| |**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|**Principal funds are raised during**
**Christmas activities.**
**.**| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**na**| |A description of the principal
risks facing the charity|Para 1.46|**None foreseen**| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**Charity Commission Scheme**| |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|**Items regarding selection of Trustees are**
**covered under the International**
**Association of Lions Clubs Constitution**| **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|Sutton Coldfield and Erdington Lions Club (CIO)| |---|---| |Other name the charity uses|| |Registered charity number|1210294| |Charity’s principal address|18 St Bernards Road
Sutton Coldfield
West Midlands
B72 1LE| ||| **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(if any)**| |---|---|---|---|---| ||Judith Rosalinda
Williams|President||| ||David Owen
Williams|Secretary||| ||Martin Edward
Cook|Treasure||| ||David Charles
Blakeman|Past President||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – 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**|| |||| |||| ## **Funds held as custodian trustees on behalf of others** Description of the assets none held in this capacity Name and objects of the none charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for none safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Additional information (optional)**
**Names and addresses of advisers (Optional information)**|**Additional information (optional)**
**Names and addresses of advisers (Optional information)**|**Additional information (optional)**
**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of**
**adviser**
**Name**
**Address**||| |**none**||| |||| |||| |||| ## **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **none** ## **Other optional information** ## **none** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** J.R.Williams **Full name(s)** Judith Rosalinda Williams **Position (eg Secretary,** President **Chair, etc) Date** ||**Charity Name**
**Sutton Colfield and Erdington Lions Club(CIO)**|**Charity Name**
**Sutton Colfield and Erdington Lions Club(CIO)**|**Charity Name**
**Sutton Colfield and Erdington Lions Club(CIO)**|**No (if any)**
**1210294**|**No (if any)**
**1210294**|**CC16a**| |---|---|---|---|---|---|---| ||**For the period**
**from**|Period start date
02.10.24|**To**|Period end date
03.06 25||| |||||||| |**Section A Receipts and payments**||||||| |**A1 Receipts**
cf
**2,413**
03.07.24
**20**
16.12.24
**20**
17.12.24
**10**
18.12.24
**30**
19.12.24
**6**
28.01.25
**2,241**
**-**
**4,740**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 4,740**
**Unrestricted**
**funds**
**to the nearest £**
**_Sub total_**_(Gross income_
_for AR)_
**A2 Asset and**
**investment sales, (see**
**table).**||**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Restricted**
**funds**|**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Endowment**
**funds**||**Total funds**
**to the nearest £**
**-**
**-**
**-**
**-**|**Last year**
**to the nearest £**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||**-**| |||||||| |||||||| |||||||**-**| |||||||**-**| |||||||| |||**-**|**-**|||**-**| |**A3 Payments**|| |---|---| |17.07.24|**180**| |20.11.24|**120**| |02.12.24|**200**| |05.12.24|**157**| |28.01.25|**70**| |13.02.25|**550**| |13.02.25|**150**| ||**-**| ||**-**| |**_Sub total_**|**1,427**| |**A3 Payments**||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |17.07.24||**180**||**-**|||**-**||||||**-**|| |20.11.24||**120**||**-**|||**-**||||||**-**|| |02.12.24||**200**||**-**|||**-**||||||**-**|| |05.12.24||**157**||**-**|||**-**||||||**-**|| |28.01.25||**70**||**-**|||**-**||||||**-**|| |13.02.25||**550**||**-**|||**-**||||||**-**|| |13.02.25||**150**||**-**|||**-**||||||**-**|| |||**-**||**-**|||**-**|||**-**|||**-**|| |||**-**||**-**|||**-**|||**-**|||**-**|| |**_Sub total_**||**1,427**||**-**|||**-**||||||**-**|| |||||||||||||||| |**A4 Asset and investment**||||||||||||||| |**purchases, (see table)**||||||||||||||| |||**-**|||**-**|||**-**|||**-**|||| |||**-**|||**-**|||**-**|||**-**|||| |**_Sub total_ **||**-**|||**-**|||**-**|||**-**||**-**|| |||||||||||||||| |**_Total payments_**|||||**-**|||**-**|||**-**||**-**|| |**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|||**-**||**-**|**-**||**-**| |---|---|---|---|---|---|---|---|---| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| ||**-**||**-**||**-**|**-**||**-**| ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
Signed by one or two trustees on
behalf of all the trustees|**Details**
**Details**
**Details**
**Details**
**Details**
Signature
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
OK
OK
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
Print Name
**Unrestricted**
**funds**
**Restricted**
**funds**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**to nearest £**
**Endowment**
**funds**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||||| |||||