WETHERBY DISTRICT LIONS CLUB (Charitable Incorporated Organisation) erby D/ Wetherby District Lions Club Ir TIIROWIIIG 3 fjOES FOR A TRUSTEES ANNUAL REPORT AND ACCOUNTS I'JULY 2024 TO 30"JUNE 2025
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CONTENTS:
INTRODUCTION - Chair of Trustees ........................................................................................................ 1 MISSION – Vision and Values .................................................................................................................. 2 VALUES – Our Core ................................................................................................................................. 3 OUR STRATEGY - Priorities ...................................................................................................................... 4 ACHIEVEMENTS - and Performance ........................................................................................................ 7 FINANCIAL REVIEW ............................................................................................................................... 12 THE YEAR AHEAD – Our Strategy .......................................................................................................... 14 TRUSTEE DECLARATION ........................................................................................................................ 16 INDEPENDENT EXAMINER’S REPORT .................................................................................................... 18 FINANCIAL STATEMENTS ...................................................................................................................... 20 INFORMATION - Corporate ................................................................................................................... 26 AND FINALLY – ‘thank you’ ................................................................................................................... 28
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WETHERBY DISTRICT LIONS CHARITABLE INCORPORATED ORGANISATION (CIO)
Trustees Annual Report for the Period 1[st] July 2024 to 30[th] June 2025
The trustees are pleased to present their annual report together with the consolidated financial statements for the twelve (12) months period ending 30[th] June 2025. The trustees confirm that the documents of this charity, ‘Wetherby District Lions Club (CIO)’, demonstrates that the Club has operated as a ‘Charitable Incorporated Organisation’ in accordance with the current statutory requirements, that of the charity’s governing document and the provisions of the Statement of Recommended Practice (SORP), applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and the Republic of Ireland (FRS 102) as amended for accounting periods commencing from 1 January 2016.
- INTRODUCTION Chair of Trustees
This was another successful year for Wetherby District Lions Club CIO. We ran a full programme of events and provided financial and practical help to a wide range of beneficiaries including individuals in need and charitable support organisations in our area.
In conjunction with ‘Wetherby Riverside Bandstand Trust’ we ran ‘Wetherby Drovers Brass Band Marching Contest’ which raised funds and provided a great musical event for the people of Wetherby.
We worked with local schools, scouts, Royal Air Force Air Cadets, Mason House, Wetherby Arts Festival, Wetherby Riverside Bandstand Trust, Wetherby Runners, Tockwith Show, Morrisons and Wetherby Town Council.
Our ‘Santa’s Sleigh’ and ‘Dickensian Christmas Market’ events raised significant funds which more than covered the costs of the ‘Lions Midwinter Lunch’ event; a meal and show which served 160 elderly and isolated people from our area.
It was a particular pleasure to see some of the newer members of our club getting ‘stuck in’ to the hard work involved in staging events, providing fresh ideas and taking on leadership roles.
As President I would like to take this opportunity to thank all those who have helped us raise money and deliver charitable services this year and I look forward to a similarly successful year coming up.
Martin Doxey, Chair of Trustees
Wetherby District Lions Club (CIO)
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– MISSION Vision and Values
Wetherby District Lions Club is inspired by and bases itself on its Mission, Vision, and Values to set up the guiding principles of how it operates. We understand that our performance and behaviour are guided as much by the spirit of the mission, vision and values as by the definition of them.
To empower volunteers to serve their communities, meet humanitarian needs, encourage peace and promote international understanding through Lions clubs.
To be the global leader in community and humanitarian service.
We exist to raise and disburse charity funds according to the constitution of Lions Clubs International and the rules of the charity commissioners and we aim to be involved in local, nationally and internationally community activities and projects.
To be committed, credible, compassionate and caring.
Lions became an international organisation after being founded in 1917 in Chicago. Since then, we’ve earned high marks for both integrity and transparency. We’re a well-run organisation with a steady vision, a clear mission as stated above, together with a long – and proud – history.
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– VALUES Our Core
We are responsive to the needs of Lions. We seek to understand their priorities, values and needs, and to empower their service. We are committed to our shared goal of community and humanitarian service.
We are passionate about the causes Lions serve and the quality of our work. We go beyond what is expected, striving for excellence and continuous improvement in all we do.
We create and foster a spirit of understanding among the people of the world, knowing that diversity is our strength. We appreciate individual and cultural differences, and we embrace the experiences and talents of others because together we are more.
We work as a team to improve the quality and relevance of our programs and initiatives. We welcome and encourage the participation of Lions, partners and colleagues, solving problems and meeting challenges together
We promote and live by the principles of good citizenship. We are dependable, honest and trustworthy professionals who are accountable for our actions and their results.
We evolve to meet the changing needs of those we serve, embracing an environment of growth and creativity. We rigorously test and optimize ideas, and encourage the adoption of best practices globally.
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- OUR STRATEGY Priorities
Partnerships
To achieve our vision and mission, we know we must identify and work with partners who add value to the delivery of our services. Therefore we will work with other organisations in our community to deliver charitable services to all parts and assemblies in the Wetherby and district area.
Sustainability
To continue delivering on our objectives, it’s important for the charity to remain fit for the future and responsive to change. Therefore we will:
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look to develop a membership recruitment programme so that we can maintain the charitable work of the Club;
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look to recruit new internal and external trustees based upon insight gathered from a robust skills audit and gap analysis.
Communication
We will raise our profile using a range of communication channels. This will include growing our audiences to ensure more people know about our work and services by:
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increasing our social media followers on all platforms;
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continuing to develop our website as an information hub for our supporters and volunteers and to witness more page views to the website;
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working with non-digital media to further raise the profile of our work, we will display posters and banners and distribute leaflets in the community advertising our forthcoming events.
Development
We will develop our charity by carefully considering the needs of the people we serve in the community. We will support our membership and volunteers to develop their potential through improved learning and development opportunities and a review of trustee skills.
Conclusion
Our strategy aims to build a sustainable, impactful charity that makes a significant difference in the lives of people in the communities we serve. By achieving our vision, mission, and values, and by strategically engaging with partners, managing our resources and communicating effectively, we will foster a community that fully supports its people to live long, enjoyable and fulfilling lives for both the young and elderly.
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- STRUCTURE Governance and Management
Charity’s objects
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To raise and disburse charity and welfare funds according to the constitution of Lions Clubs International and the rules of the charity commissioners;
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To be involved in community activities and projects;
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To be active locally, nationally and internationally in respect of the aforementioned activities.
Type of governance document
Charitable Constitution.
Constitution of Charity
Charitable Incorporated Organisation - Association Model
Trustee selection methods
Elected by members of Wetherby District Lions Club (CIO).
Additional governance issues
All trustees give their time voluntarily and receive no remuneration or other benefit; they are responsible for the strategic development of the charity.
Training of trustees
Trustees’ personal needs are evaluated and appropriate training given. Advantage is taken of complimentary governance seminars offered by local corporate organisations. The charity is also a member of the not-for-profit organisation ‘Volunteer Action Leeds’. This organisation offers a wide range of expertise and practical support for charitable organisations at minimal cost.
Charity’s organisational structure
Wetherby District Lions Club (CIO) was registered with the Charity Commission on 21[st] April 2016 using their ‘Association’ model. The charity’s members are members of Wetherby District Lions Club, which is part of the Lions Clubs International (LCI) organisation and operates according to a typical constitution of a Lions Club adapted to the local needs of the Club. A trustee appointment shall be made for a term of three years or in the event of a vacancy in the office of a nominated trustee prior to the expiration of his term of office, for such period as the trustee whose place s/he has filled would have continued in office. When new trustees are appointed they are given information about the role of a trustees and charity law in a ‘Trustee Induction Pack’. Local training courses are arranged for incoming and existing trustees.
Wider networks
Being a member of LCI, Wetherby District Lions Club operates through their national and international organisation. In any case of international disaster relief and long-term recovery, this is managed
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through the Lions Club International Foundation (LCIF) which allocates grants and donations to Lions Clubs in the disaster zone, thus ensuring good governance and an auditable trail of funds.
Major risks and the system and procedures to manage them
LCI has a national structure in the UK and an international structure worldwide, headquartered in the USA; they provide advice, training and assistance in all aspects of fundraising and charitable activities. Nationally the organisation has office staff based in Birmingham to manage and support UK based members in their charitable pursuits.
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- ACHIEVEMENTS and Performance
Summary of the objects of the charity set out in its governing document
The trustees shall hold the charitable fund and its income and apply them for any purpose which is charitable according to the law of England and Wales whether for the benefit of any individual or group of people or for the benefit of any other organisation established for charitable purposes, (‘The Objects’), PROVIDED ALWAYS that the trustees shall not apply the charitable fund or any part thereof without first obtaining the approval, as defined in the Lions Club constitution, of the Lions Club at a Lions Club meeting. This is defined as a majority vote in favour, provided there is a quorum of members (50% of the Club’s members).
Summary of the main activities undertaken for the public benefit
In accordance with the Charities Act 2011, Wetherby District Lions Club (CIO) is required to confirm that the activities it undertakes to achieve its objectives are all carried out for the public benefit as described by the Charity Commission. The trustees confirm they have complied with the duty in Section 17 of the Act, having due regard to the Charity Commission’s general guidance on public benefit.
In planning our activities, the trustees consider the specific objectives of the charity, along with our vision, mission and values. We review our aims, objectives and activities annually. As part of that process, we consider the outputs of our activities, assess the benefit of those outputs on the lives of people in the community and develop future activities to make sure our work continues to deliver the most benefit against our charitable objects. This report contains more information on the way our work has benefited people over the last 12 months, measured against objectives set at the beginning of the year.
In shaping these objectives trustees have attended as many community events as resources allowed including school fairs where our tradition Yorkshire ‘Flat Cap Throwing’ competition was staged.
We worked closely with ‘Wetherby Bandstand Trust’ to create the third year of the ‘Drovers’ Day’ event which saw 18 brass bands march through Wetherby town and enhanced by an Artisan Market around Wetherby Market Place and a Craft Fayre in Wetherby Town Hall.
The Club presented the annual Santa’s sleigh rides in Wetherby and the neighbouring village of Kirk Deighton, bringing a great deal of good cheer to everyone and providing much needed income which was enhanced by further donations from the public.
Sadly our annual ‘Dickensian Christmas Market & Craft Fayre’ was impacted by Storm Darragh and the outside Artisan Market had to be cancelled. However, Santa and his Grotto were moved inside the Town Hall to be part of the ‘Craft Fayre’ which was not affected by the storm, although the attendance was less than in previous years.
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Additionally the following activities were held:
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supporting several community based activities including flower watering to assist the local ‘Wetherby in Bloom’ scheme;
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presenting our ‘Cuddly Lion’ tombola at local fetes;
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hosting a ‘Thank you Biz Quiz Nite’ in partnership with Morrisons Supermarket for the local business community to support other charitable organisations;
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presenting a ‘Fashion Show’ with an accompanying meal at a local prestigious venue;
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organising a ‘Senior Citizens’ Party’ and entertainment show for the benefit of 200 elderly people identified by local carers and groups;
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operating a ‘free of charge’ community wheelchair loan scheme.
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Charitable funds that Club members have raised are disbursed to charities, groups and individual beneficiaries in the local, national and international community in accordance with the ‘Grant Making Policy’. After due consideration by the Club’s Grants & Community Service Committee, and agreed by a majority vote by Club members, they have donated grants to the following categories: Cancer Care & Health; Child Welfare; Cancer Care & Health Community; Disabled; 12% 5% Child Welfare Elderly; 29% Community International Appeals; Disabled National Charities; 0.2% Elderly Youth.
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Cancer Care & Health
12% 5% Child Welfare
29% Community
Disabled
0.2% Elderly
0% 37% International Appeals
17%
National Charities
Youth
0%
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Specifically grant donations were awarded to a number of health related charities: 0% Air Ambulance, The Jordon Legacy suicide reduction charity, and MedicAlert support.
The Club has continued to target grants to the local community, donating to service organisations and active community groups (Wetherby Arts Festival, Wetherby Bandstand Trust, St James Church - ‘Man with a Pan’ initiative) and local youth groups (Drum kits for Air Training Corps, youth football referee training courses and brass instrument for a Youth Brass Brigade). A specific project was to support Wetherby BMX Sports Group with the refurbishment of a local BMX track. Additionally, support continued to be given to local families suffering ‘cost of living hardships’ with the supply of domestic appliances and grocery Gift Cards.
Also supported are Lions linked projects as: regional holiday schemes and elderly peoples’ festive meals and outings and staging the local ‘Townsperson of the Year’ award. Members gave service time and a grant to ‘Wetherby in Bloom’ flower watering initiative and to local youth enterprise schemes.
A number of national/international charities were assisted such as Royal British Legion; Heart Research UK, and Lions International Foundation (LIF).
The ongoing war in Ukraine has created a significant humanitarian crises and the Club has supported this through both the LIF international appeals protocol and locally supporting a vehicle taking wheelchairs and aid supplies to hospitals.
Section D – Achievements and performance
The last twelve months has seen a continued increase in the monies raised from the Club’s annual events following the earlier impact of COVID-19 related issues. The cancellation of the ‘Great Yorkshire Bike Ride’ again this year and the associated loss of the income, has impacted significantly on the funding for many local and international charities as well as loss of support to the charity work of other Lions Clubs in the Yorkshire Region.
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The charity continued to use ‘online giving’ as part of the portfolio with mainly the use of ‘JustGiving’ online facilities; realising £220.00. This scheme, together with direct application to HMRC for fundraising activities, has enabled Gift Aid to be claimed which has increased fundraising efforts by £1,647.02 Other donation online giving sites as ‘Givey’, ‘PayPal’ and ‘GoodHub’ are all available to supporters.
Additionally, the publicity and encouragement of our members and supporters to use our online shopping donation scheme, ‘Easyfundraising’, have also increased funds.
The Club continued to develop the website and social networking sites to publicise fundraising and charitable giving efforts. Commercial companies of Morrisons Supermarket, Manning Stainton Estate Agents and Franks Accountants have all provided support from their staff. Indeed, they have been a welcome resource attending at our community events.
Performance Review
During the year several detailed reviews of the charity’s performance were undertaken to ensure the quality of delivery. Trustees used the ‘Charity Governance Code' and the Charities Commission’s ‘Internal Financial Controls’ documentation as a basis to undertake regular reviews.
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FINANCIAL REVIEW
The charity’s policy on reserves
The Club’s policy on reserves is not to hold a specific reserve fund but to husband its resources so that the Club is able to respond to requests for assistance as appropriate. Should a request of significance be received, which cannot be met from immediate Club funds, members will apply for emergency funds from LCIF; Structure - Governance and Management – Wider Networks refers. There are no significant legal or infrastructure obligations in the event that the charity needed to close.
Trustees have been conscious of the significant year-end balances in the former charity trust over the past years and have again worked hard to reduce this level during the year; see chart below.
WDLC (CIO) Year End Balance
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£30,000.00
£25,000.00
30th June
£20,000.00
Target
Trendline
£15,000.00
Target
Trend
£10,000.00
2005 2007 2009 2011 2013 2015 2017 2019 2021 2023 2025
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Trustees set an objective in 2013 of holding a £10,000 year-end balance, this has not been achieved over the years and, due to the current economic climate and cost pressures, the target was revised to £15,000 in 2023.
Recognising the above position, trustees have endeavoured to maximise the situation without adopting a high risk investment strategy and have continued with a savings account with Hampshire Trust Bank. Whilst the income from this account is currently small with interest rates at circa 3.87% per annum, it does realise a small income from the £1,800.11 currently deposited in the account.
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Risk management
The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error. Strategic risk management is regularly overseen by the board of trustees. There is an overarching risk management policy which involves a regular review of key risks faced by the charity. It also sets up systems and procedures to address those potential risks and to minimise any impact on the charity if the risks materialise.
The trustees have considered the risks affecting the charity and its activities as part of its planning process and have concluded that there is little to no exposure to direct financial risk as there are few specific liabilities to managing the Club, particularly on the closure of the charity. They have recognised however the economic downturn on charitable giving which has continued in the period resulting in a lower funds being available to the Club; charitable grant giving has reduced accordingly and is expected to continue at this level in the short term.
The importance of safeguarding vulnerable older people and children in all areas of our work is at the forefront of our considerations. The charity has a safeguarding policy which applies to all Lion members and volunteers who have contact with any potentially vulnerable person or child. All trustees and members of the Club have current Disclosure and Barring Service (DBS) documentation.
We recognise the risks associated with information security and the importance of protecting our IT systems from malicious attack and unauthorised access and misuse. Security measures are in place to protect from unauthorised access to IT systems We have a Data Protection policy in place which ensures only authorised access and continues to enhance the security of the data in line with best practice.
Trustees are constantly reviewing the skills of trustees and regularly seek additional trustees from the organisation’s members and community representatives and will continue to do so in the coming year. All trustees continue to attended training courses as appropriate.
Fundraising
All our fundraising activities deliver on our fundraising promise. We proactively comply with all fundraising related legislation and marketing regulation. All of our fundraising activity has been led by Club members and volunteers. As part of our approach, policies and standards, we make sure we protect vulnerable people and other members of the public from inappropriate behaviour. We proactively train everyone involved in fundraising, with clear processes in place to monitor and manage every interaction. In the past year, we have not uncovered any failure by Club members or volunteers to comply with these schemes and standards and we received no fundraising complaints in the year.
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– THE YEAR AHEAD Our Strategy
The charity will continue to support the people of Wetherby and the surrounding area by helping individuals and organisations in time of need as the Club has done for the last 59 years.
Through the implementation of our strategic framework, we will be challenging ourselves to further develop our services to be first-class, so that the health and wellbeing of those we support is truly enhanced.
Specifically trustees will:
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consider the impact of the ‘cost of living hardship’ issues on the operation of the charity in respect of the fundraising activities and membership retention and recruitment;
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review, before the end of the 2026 fiscal year, the events that have been staged in the period and determine if these events should be repeated in the next financial year;
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continue to focus fundraising efforts within the local area and additionally to focus on conurbations outside of Wetherby; namely the town of Tadcaster and the villages of Boston Spa, Bardsey, Clifford and Scarcroft;
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continue to manage events with a multi-disciplinary community team;
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strive to increase membership by an organised professional approach showing due diligence and transparency throughout the process; particularly addressing membership diversity including LGBTQIA+ and non-binary/pansexual/2S inclusion;
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develop further the use of our website and social media to educate, inform and publicise the charity and its activities and ensure that all opportunities for the publicity and promotion of our services are maximised;
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continue our assessment of our charity against the ‘Charity Governance Code for Small Charities’, ensuring the high standards of governance which forms part of the principles and recommended practices are met;
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work towards diversity of the board of trustees and recruit new trustees with relevant skills and qualities. We will also develop the skills of our current trustees by offering the appropriate training courses.
In conclusion, our strategy aims to build a sustainable, impactful charity that makes a significant difference in the lives of the people in the communities we serve. By achieving our vision, mission, and values, and by strategically engaging with partners, managing our resources and communicating effectively, we will foster a community that fully supports its people.
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TRUSTEE DECLARATION
The trustees declare that they have approved the Trustees Annual Report above.
Signed on behalf of the charity’s trustees
Signature:
Full name: Martin Doxey Position: Chairman of Trustees
Date: 01/09/25
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INDEPENDENT EXAMINER’S REPORT
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FINANCIAL STATEMENTS
During the period covered by the accounts, Wetherby District Lions Club (CIO) continues to operate both strongly and efficiently from the financial perspective which is reflected in the 2024-2025 Financial Statements.
Wetherby District Lions Charitable Incorporated Organisation Analysis of Receipts and Payments For Year ended 30 June 2025
| Analysis of Receipts and Payments For Year ended 30 June 2025 |
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|---|---|---|---|---|
| Unrestricted | Restricted |
Total | Last | |
| Funds | Funds | Funds | Year | |
| June 2025 | June 2025 | June 2025 | June 2024 | |
| £ | £ | £ | £ | |
| Revenue Receipts | ||||
| Grants received for acquisition of fixed assets | 0 | 0 |
0 | 0 |
| Receipts from fundraising activities | 24,150 | 0 |
24,150 | 24,725 |
| Income from investments other than land & | ||||
| buildings | 308 | 0 |
308 | 408 |
| Rents from land & buildings | 0 | 0 |
0 | 0 |
| Gross receipts from other charitable activities | 0 | 0 | ||
| Total Revenue Receipts | 24,458 | 0 |
24,458 | 25,133 |
| Receipts from assets & investment sales | ||||
| Total Capital Receipts | ||||
| Total Receipts from all sources | 24,458 | 0 |
24,458 | 25,133 |
| Expenses for fundraising activities | 12,091 | 0 |
12,091 | 9,380 |
| Payments relating directly to charitable activities | 1,643 | 0 |
1,643 | 432 |
| Grants and donations | 12,181 | 0 |
12,181 | 13,162 |
| Total | 25,915 | 0 |
25,915 | 22,974 |
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Wetherby District Lions Charitable Incorporated Organisation Analysis of Receipts and Payments For Year ended 30 June 2025
| Analysis of Receipts and Payments For Year ended 30 June 2025 |
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|---|---|---|---|---|
| Unrestricted | Restricted | Total | Last | |
| Funds | Funds | Funds | Year | |
| June 2025 | June 2025 | June 2025 | June 2024 | |
| £ | £ | £ | £ | |
| Cash Funds | ||||
| Cash & Bank Balances at Start of period | ||||
| HSBC Bank Current Account | 3,552 | 0 | 3,552 | 1,170 |
| Lloyds Bank Current Account | 2,033 | 2 | 2,033 | 2,931 |
| Lloyds Bank Savings Account | 1,194 | 3 | 1,194 | 1,180 |
| PayPal Business Account | 3 | 0 | 0 | 36 |
| Santander Savings Account | 1,405 | 0 | 1,405 | 1,400 |
| Monmouthshire BS Savings Account | 16,669 | 0 | 16,669 | 14,290 |
| Cash Account | 230 | 0 | 230 | 284 |
| Deficit on receipts & payments account | 25,086 | 0 | 25,086 | 21,292 |
| Cash & Bank Balances at end of year | ||||
| HSBC Bank Current Account | 351 | 0 | 351 | 3,552 |
| HSBC Bank Event Account | 0 | 0 | 0 | 0 |
| Lloyds Bank Current Account | 3,312 | 0 | 3,312 | 2,033 |
| Lloyds Bank Savings Account | 3 | 0 | 3 | 1,194 |
| PayPal Business Account | 59 | 0 | 59 | 3 |
| Santander Savings Account | 417 | 0 | 417 | 1,405 |
| Monmouthshire BS Savings Account | 1,286 | 0 | 1,286 | 16,669 |
| Hampshire Trust Savings | 18,001 | 18,001 | ||
| Cash Account | 199 | 0 | 199 | 230 |
| Total | 23,629 | 0 | 23,629 | 25,086 |
John Wardley Honorary Treasurer Approved by the Board of Trustees on 15[th] July 2024
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Wetherby District Lions Charitable Incorporated Organisation Analysis of Receipts and Payments For Year ended 30 June 2025
1 The nature and purpose of each fund
All funds are unrestricted and may be applied upon the purposes of the charity
2 Descriptions and details of grants made
| 2 Descriptions and details of grants made | Amount |
| Type of activity or project supported | |
| Cancer Care & Health | 1,486 |
| Child Welfare | 550 |
| Community | 4,552 |
| Disabled | - |
| Elderly | 2,075 |
| International Appeals | - |
| National Charities | 30 |
| Youth | 3,488 |
| Total of grant made as shown in receipts & payments | |
| summary | 12,181 |
3 Statement that no remuneration was paid to a trustee or any person connected with them.
No remuneration was paid to any trustee or any person connected with them
4 Independent Examiner's Fees
No charge by Franks Accountants 0
5 Management
In common with other Lions clubs, Wetherby District Lions Club (CIO) finances the running of the
club via membership fees and the profit from members' entertainment events and does not use any charitable funds raised from the public to do so.
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Wetherby District Lions Charitable Incorporated Organisation Analysis of Receipts and Payments For Year ended 30 June 2025
| Analysis of Receipts and Payments For Year ended 30 June 2025 |
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|---|---|---|---|---|
| Unrestricted | Restricted | Total | Last | |
| Funds | Funds | Funds | Year | |
| June 2025 | June 2025 | June 2025 | June 2024 | |
| £ | £ | £ | £ | |
| Revenue Receipts | ||||
| Grants received for acquisition of fixed assets | 0 | 0 | 0 | 0 |
| Receipts from fundraising activities | 24,150 | 0 | 24,150 | 24,725 |
| Income from investments other than land & buildings | 308 | 0 | 308 | 408 |
| Rents from land & buildings | 0 | 0 | 0 | 0 |
| Gross receipts from other charitable activities | 0 | 0 | ||
| Total Revenue Receipts | 24,458 | 0 | 24,458 | 25,133 |
| Receipts from assets & investment sales | ||||
| Total Capital Receipts | ||||
| Total Receipts from all sources | 24,458 | 0 | 24,458 | 25,133 |
| Expenses for fundraising activities | 12,091 | 0 | 12,091 | 9,380 |
| Payments relating directly to charitable activities | 1,643 | 0 | 1,643 | 432 |
| Grants and donations | 12,181 | 0 | 12,181 | 13,162 |
| Total | 25,915 | 0 | 25,915 | 22,974 |
| Net Surplus | -1,457 | 0 | -1,457 | 2,159 |
| Breakdown of Expenses 01/07/2024 to 30/06/2025 | Receipts from | same | ||
| Cuddly Lion Stall | 173 | 0 | 293 | |
| PayPal Cashback | 0 | 0 | 30 | |
| Donations & Cashback | 0 | 0 | 4,502 | |
| Dickensian Craft Fayre (2024) | 956 | 0 | 1,126 | |
| Dickensian Day (2024) | 785 | 0 | 771 | |
| Drovers Day 2025 | 3,760 | 0 | 4,998 | |
| Drovers Book | 68 | 0 | 29 | |
| Drinks Stock | 641 | 0 | 863 | |
| Membership Fees 2024 - 2025 | 1,211 | 0 | 375 | |
| Santa Sleigh 2024 | 255 | 0 | 6,934 | |
| Quiz Nights | 465 | 0 | 1,329 | |
| Senior Citizens' Concert | 2,219 | 0 | 199 | |
| Flat Cap | 0 | 0 | 34 | |
| Fashion Show | 1,023 | 0 | 2,031 | |
| Wheelchairs | 175 | 0 | 335 | |
| Club Costs | 360 | 0 | 300 | |
| Total | 12,091 | 0 | 24,150 |
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| Restricted | Total | Last | ||
|---|---|---|---|---|
| Management and administration costs in support | Unrestricted | Funds | Funds | Year |
| of charitable activities | Funds | |||
| General administrative expenses | June 2025 | June 2025 | June 2025 | June 2024 |
| £ | £ | £ | £ | |
| Fundraising Costs | 1,500 | 0 | 1,500 | 564 |
| Recruitment / retention Costs | 142 | 0 | 142 | 28 |
| Sundry Expenses | 0 | 0 | ||
| Corporate Clothing | 0 | 0 | 0 | 0 |
| Training | 0 | 0 | 30 | |
| 1,643 | 1,643 | 622 | ||
| Professional fees in support of charitable events | ||||
| CIO Administration | - | - | - | - |
| Total support costs | 1,643 | - | 1,643 | 432 |
| Grant making to achieve the objects of the | ||||
| society | ||||
| Grants paid including Gift Aid payments | ||||
| Grants paid as shown in the attached schedule | ||||
| 12,181 | - | 12,181 | 13,162 | |
| Wetherby District Lions Charitable Incorporated Organisation | ||||
| Analysis of Receipts and Payments | ||||
| For Year ended 30 June 2022 | ||||
| Restricted | Total | Last | ||
| Unrestricted | Funds | Funds | Year | |
| Funds | ||||
| June 2025 | June 2025 | June 2025 | June 2024 | |
| £ | £ | £ | £ | |
| A Detailed schedule of grants paid to achieve the objects of the charity | ||||
| Grants to institutions (Net) | ||||
| Cancer Care & Health | 1,486 | 0 | 1,486 | 1,869 |
| Child Welfare | 550 | 0 | 550 | - |
| Community | 4,552 | 0 | 4,552 | 2,407 |
| Disabled | 0 | 0 | 0 | 1,450 |
| Elderly | 2,075 | 0 | 2,075 | 140 |
| International Appeals | 0 | 0 | - | 2,500 |
| National Charities | 30 | 0 | 30 | 30 |
| Youth | 3,488 | 0 | 3,488 | 2,424 |
| Total institutional grants | 12,181 | 0 | 12,181 | 10,819 |
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- INFORMATION Corporate
Charity name
Wetherby District Lions Club Charitable Incorporated Organisation (CIO)
Charity Commission of England and Wales Registered charity number
1166656
Registered principle charity address Correspondence address The Bridge Hotel & Spa 10 Grizedale Close Walshford, Wetherby Wetherby LS22 5HS LS22 6FQ
Name of the charity trustees who manage the charity
Martin Doxey Honorary Chair of Trustees Ruth Holt Honorary Vice-Chair of Trustees Patricia Wadsworth Honorary Secretary John Wardley Honorary Treasurer Alan Creighton Trustee Ken MacKenzie Trustee Name and address of advisers and bankers
Type of adviser Name Address Independent Examiner Adam Franks First Floor, Equinox 1 Audby Lane Wetherby LS22 7RD
Bankers
| Name | Address | Name | Address |
|---|---|---|---|
| HSBC Bank | 7 Prospect Crescent Harrogate HG1 1RN |
Lloyds Bank | 16 Market Place Oldham OL1 1JG |
| Hampshire Trust Bank |
80 Fenchurch St London EC3M 4BY |
Santander Bank | 1Cambridge Road Harrogate HG1 1PB |
| Monmouthshire Building Society |
Monmouthshire House John Foster Square Newport NP20 1PX |
PayPal (online payment system) |
Whittaker House 2 Whittaker Avenue Richmond TW9 1EH |
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– ‘ ’ AND FINALLY thank you
The work of the charity simply wouldn’t be possible without external support. The trustees would like to offer their thanks, again, to everybody who has supported the organisation either through volunteering, offering their valuable time and skills or through invaluable financial support. We remain as committed as ever to supporting the people in Wetherby and our surrounding communities.
They include organisations of:
----- Start of picture text -----
Althams Travel Costa Coffee Nicolla Florist
ASK Italian Restaurant DCS Computing Services Manning Stainton Estate Agents
AV Matrix Decorating Centre Innersense
BAE coffee shop Frances Liddle Opticians Kemps Bookshop
Baltzersens Bakeri Franks Accountants Jowyns Pet & Country Foods
Bardsey Tree Services Furnish & Fettle Richard Grafton Interiors
Bengal Brasserie Geneva Instruments Taylor Wimpey
Bike Shack HartLaw The Bridge Inn & Spa Hotel
Black Bull Pub Handpicked Local The Decorating Centre
Bradleys Jewellers Howdens Touchwood
Bright Ideas Hunters Estate Agents Wetherby Arts Festival
Buttercrumble Morrisons Wetherby Town Council
Cameron Beaumont MaybeLater Wetherby Framing Company
Class Office Nationwide Structures Wharfedale Property Company
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Individuals of:
----- Start of picture text -----
John Bell Trish Bell Jan Branton
John Campbell Alan Corker John Cuthbertson
Paul Froes Rob Gray Norma Harrington
Kazia Knight Alan Lamb Connor Mulhall
Simon Moore David Spencer Penny Stables
Gavin Wadsworth
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And to all our supporters who wish to remain anonymous. Not forgetting Lions’ partners !
Thank you!
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© Wetherby District Lions Club 2025
The copyright of all material appearing in this publication belongs to Wetherby District Lions Club, it may not be reproduced, duplicated or copied by any means without our prior written consent. CIO Registration No. 1166656
TAR July 2024-June 2025
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