Trustees. Annual Report for the period Period slarl date Monih Oay 01 Juty Period end date Day Month To 30 June Year 2023 Year 202 From Section A Reference and administration details Warminster Lions Club (Clo} Charity name Other names charity is known by Registered charity number (If any) 1178909 Charity's principal address 67 Falcon Road 'Wamiinsler Willshire Postcode BA12 8FX Namos of the charlty trustees who manage the charity oirit• lif any) Dates acted if not for whole ear Name of person lor body) entitled toa oint trust Ifan Trustee name Paula Thorpe Alan Chapman Ros Harrison Mark Thorpe Carol Blaszktw Andrew Robinson President Treasurer 1st 1 President Events Chair Good Causes Chair Secretary Deputy Treasurer Ken Lang Section B Structure, overnance and mana ement Description of the charlty's trusts Type of governing document leg irusi eu, curisL51uLwii i CIO Association Constitution and Club By-Laws How the charity is constituted leg. UUSL. 60£Ivri. WET%V*ally I Trust Trustee selection methods leg. &pyJinieo try, eieGlvQ ijy Trustees are elect8d by Club m8mbers Additional governance issues (Optlonal Informatlon TAR Jarw8 2025
You may choose to include additional information, where relevant Ths Club has 3 main committees for ils organisation.. Trustees. Events (incl Fundraising & Social), and Good Causes {incl Welfare & Youlhl. These committees usually meet monthly, as does the Club at a general meeting. this is done either physically or virtually l online. The Club liaises with other Lions clubs in its Zone area, with quarterly meetings and occasional social events together. Section C Ob'ectives and activities THE OBJECTS OF THE CLUB ARE SUCH PURPOSES AS ARE EXCLUSIVELY CHARITABLE IN ENGLAND & WALES, INCLUDING INI PARTICULAR: 1.1.1 THE ADVANCEMENT OF CITIZENSHIP BY.. 1.1.1.1 PROMOTING THE PRINCIPLES OF GOOD CITIZENSHIP.. 1.1.1.2 ENCOURAGING MEMBERS TO TAKE AN ACTIVE INTEREST I THE CIVIC, CULTURAL, SOCIAL AND MORAL WELFARE OF THE COMMUNITY, 1.1.1.3 PROVIDING A FORUM FOR THE OPEN DISCUSSION OF ALL MATTERS OF PUBLIC INTEREST.. PROVIDED THAT PARTISAN POLITICS AND SECTARIAN RELIGION SHALL NOT BE DEBATED BY MEMBERS., 1.1.1.4 ENCOURAGING SERVICE-MINDED PEOPLE TO SERVE THEIR COMMUNITY WITHOUT PERSONAL REWARD AND ENCOURAGING THE PROMOTION OF HIGH ETHICAL STANDARDS IN COMMERCE, INDUSTRY, PROFESSIONS, PUBLIC WORKS AND PRIVATE ENDEAVOURS; 1.1.1.5 SUPPORTING YOUTH TO DEVELOP THEIR SKILLS. CAPACITIESAND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY AS MATURE AND RESPONSIBLE INDIVIDUALS.. 1.1.2 PROMOTING THE VOLUNTARY SECTOR FOR THE PUBLIC. BENEFIT BY ASSOCtATING WITH LOCAL AUTHORITIES IN A COMMON EFFORT TO ADVANCE EDUCATION AND PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION OR OTHER LEISURE TIME OCCUPATION TO IMPROVE THE CONDITIONS OF LIFE OF PEOPLE IN LOCAL, NATIONAL AND INTERNATIONAL COMMUNITIES", 1.1.3 PROMOTING VOLUNTEERING., 1.1.4 THE RELIEF OF POVERTY AND THE RELIEF OF THOSE IN NEED IN PARTICULAR BY PROVIDING HUMANITARIAN AID AND DISASTER RELIEF; 1.1.5 THE ADVANCEMENT OF HEALTH OR THE SAVING OF LIVES BY PREVENTING AVOIDABLE BLINDNESS. ASSISTING DISABLED PEOPLE TO LEAD INDEPENDENT LIVES OR HELPING TO PREVENT OR MANAGE HEALTH ISSUES., 1.1.6 PROMOTING FOR THE BENEFIT OF THE PUBLIC TH CONSERVATION PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT, ANDIOR 1.1.7 PROMOTING COMMUNITY PARTICIPATION IN HEALTHY RECREATION. 1. Citizenship. The Club continues to support loGal voluntary and youth organisalions, including primary schools, Scout groups, and Warminster & Di5triGI Foodbank. Summary of the objects of the charity set out in its governlng document Summary ofthe main activities undertaken for thg public benefit in relation to these objects {include withln this section the statutory declaration that trustee3 have had regard to the guidance Issued by the Charity TAR 2. Promoting the Voluntsry Sector. The Club's community service and fundraising activities have been maintained. These are aimed at encoura artici ation with January 2025
bengfrt) Ervi¢z even ana enaoiing grants to local charities l organisations to he sustain the services provided. 3. Promoling Volunteering. The Club continues to promote volunteering through membership and through individuals who support the Club's aclivities. The Club ha5 worked closely wtth civic bodies including Warminster Town Council lo encourage volunteering within the area. 4. Relief of Poverty. Relief of povety is being iackled throtjgh donations, for example, lo homelessness charities, and the local Foodbank. The Club has again donated to the Lions Clubs Inlemational (LCII disaster relief fund. Worknng with local charity Comerstone, the Club was able to support a homeless individual in Warminster. 5. Improving Health. The Club continues to promote and undertake the 'Message in a Bottle, IMiaBI & 'Spectrek' health projects. MiaB are donated to the local surgery and promoted at10£31 events. Thousands of pairs of used spectacles were collected and again delivered to Chichester Lions Club for ntral processing, including for onward delivery to Third World countries. We organised the Club's first Prostate Cancer Screening event. working closely with the Graham Fulford Charitable Trust. We granted funds for the purchase of equipment at the Wessex MS Therapy Cenlre. 6. Healthy Recreation. The Club has granted funds to groups such as the Warminsler Rugby Club in Ihe training it offers lo young people within the town and surrounding areas. Addffitlonal details of objectives and activities (Optlonal inforniatlon) You may choose to include Volunteers continue to be essential for their fantsstic support to Club further statements. where activitses, working alongside members lo run the second-hand bookshop relevant, about-. and to man fijndraising stalls at town I school I village fetes. policy on grantmang- contribution made by volunteers. Section D Achievements and performance TAR January 2025
Section D Achievements and performance Summary of the main achievements of the charity durlng tho year 1. SLJpport lo Youth In the Community The Club donated funds to local children's charities. Links lo local schools were built, particularly in the area of environmental work. The Club continues lo support schools with their educational aims. 2. Support lo the Elderly and Disadvantaged in the Community. The Club continued to support the local eldedy and dis8dvantaged members ofthe communtty through welfare donations at Christmas to luncheon I coffee clubs and directly to Vvarminsler & District Foodbank. Our Lions Christmas Float again visited several local care homes and the town's hospital to bring good cheer lo the elderly in the festive season. 3. Support to Local Charities. The Club donated to many local charilies to support their work. These included Wiltshire Aif Ambulance, Warminster's zheIMer'S Support Centre. Wam)inster Carnival Committee, Warminster and District Foodbank and Wessex MS Therapy Cenlre. 4. Support to Health and Wellbeing The Club delivered ils first Prostate Canr Screening day in partnership with the Graham Fulford Charitable Trust. This was very well received and gave men in the local area the opportunity lo receive a screenin lest. Section E Financial review Brief ststsment of the charity's policy on reserves The Club holds a small reserve within its Admin accounl as risk mitigation in case of unforeseen CircumstanS. Details of any funds materially in deficit NIA Further financial review details (Optional inf0mtion) 1. The Club's Trust and Admin accounts are independently examined annually. You may choose to include additional information. where relevant about.. the charity's principal sources of funds (including any fiJndraisingl- how expenditure has supported the key objectives of the charity., 2. The Club's main sources of funds are its second-hand bookshop in Wanninster (open 5 mornings a week and manned by Club members and volunteers) and also usually from fundraising at town I school I village fetes. 3. The Club's welfare expenditure has fu15y supported its key objectives, mainly by donating to worthy local and intemational causes. Section F Other optional information TAR January 2025
Section G Declaration The trustOe5 doclaFe that they have approved the iruslees report above. Slgnèd on behalf of the charlty's trustees Slgnature{sl Full namolsl Posltlon leg Secretary, Chalr) Ros Harrison Andrew Robinson Secretary Club President (VI Presvjent in 2023124 Dats 4VI February 2025 TAR
Warnilnster Uon5 aub ao No. 1178909 For the rfod from 01 23To30 24 Rece ndP ments Unrestrirted Funds Restricted Funds La5tYear 202212023 Funds Al 1 Booksho Fundraisin Good Causes & Donations Members Dues Inc Meetln Social events Charter Dinner Intrest from Admin Reserye alc Admin Miscellaneous Charitable Miscellaneous Holdin8 Account £20.023.99 £2,119.16 £7.251.92 £2.165.50 £722.90 £3,770 O) £14.99 £o.cK) £118.08 £580.58 £36.767.12 £20,023 99 £2,119.16 £7,251.92 £2.165.50 £722.90 £3.770.00 £14.99 £o.c £118.08 £580.58 £36,767 ¢)) Syb T¢)tsl £28,669.OJ A2 Flxtd a Good Causes 8ook5hop £57. none £57.Th) none EO.Crf) £0.( £0.( Sub Totsl £36,824.c#J A3 Payments 8otsksho FundraSsln Charitzble Good Causes Members Due5 Inc Meen PL Inasurance Booksho Inasurance Admln Mi5cellaniou5 Fundraisin Miscellanlous Trustees Ex Pres, Honorarlum Social events Charter Oinner Gara e Rent ICO (Data Protectlonl £4.684.67 £1.404.10 £20,574.1XI £1,763.86 £44.25 £333.79 £22 65 £143.16 £17.28 £272.CQ £722.90 £3,746.80 £445 56 £35.C(I £4,684.67 £1,404.10 £20,574.(KI £1,763.86 £44.25 £333.79 £22 65 £143.16 £17.28 £272.CK) 722.90 £3,746.80 £445.56 £35.[ Sub Totsl £34.210.¢XI £34.210.LK) £22,862.00 A4 A55ets & Investments Purchases Invesments Flxed Assets None None £2.073.fMJ £2.073. None None £2.073.00 £2,073.CK) None £1.319.00 £1,319.00 5wbTt)tsl IL -£34,210.00 -£34.210 -£22,862.00 £36R24. £o.DJ £27.220.IJ) £29.834.D) £36.824.(X) £0. £27.220.LXJ £29.834.ry) £28.669.¢X) £0. E21.413.C(t £27,220. A5 Transfers between Funds A6 Cash fu ar end Cashfundsthls
Bl Cash Funds Admlnistratlon Account111 Admin Reserve Account Chari General Atcount £2.349.CQ £2.349.02 £2,364.CX) £1,250. E23,603.(Q £1.236.CQ £200.00 £50.00 Restride £1,2SO.Ci) £26,654.IXJ £581.[ £26,653.81 £580.58 Chari H(Adin Account Events Floats Booksho Floats £21XI.Tr) £50.ry) £200.00 £50.¢)0 £29W.(KI £1.250.LKI £31.084.CX) £28,703. 62 Other Monetary Assèis None None None 63 Investment Assets None None None 84 Assets r•talned lorcharllles Own use Fundraisin Booksho See list attached 85 Llabllltles £746.LKI £1,327.1Kl £746.C(I £1,327.C E7C.50 £2.099.09 None None None None Sned by 2 trusteeson beh•ll ol all irnst¢•s.
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members ol Warminster Lions Club (CIO) On accounts for the year ended 2023-2024 Charfty no (rfany) 1178909 Set out on pages Combined Administration and Charitable Accounts on pages (1) & (2) .rnernDe", -:'--'"":o'le Dgae number5 Ot addrt.'on81 sheeis,, I report to the trustees on my examination of the accounts of the above Charity (Ihe Trusf) for the year ended Responslbllftles and As the chanty trustees of the Trust. you are responsible for the preparation ba$1$ of r•port of the acuntS in accordance wtth the requirements of the Chanties Act 2011 {'the Acr>. I report in respect of my exarnination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed the applicable Directions given by the Charty Commission under section 145(5)(b) of the Ac*. I have completed my examination. I corffirm that no material matters have corne to my attention (other than that disclosed below") in connèction with the examination wthich gNe8 me Cause to believe that in, any mat8rial re8pe¢t.' accountiThJ records We nol kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examlner's ststsment I have rK) concem8 and have come across no other matters in connection with the examination to vthich attention Should be drawn in order to enable a proper understanding of the a¢¢ounts to be reached. ' Please delete the words in the brackets rfthey do not apply. Slgned: Dat•: Nam•: Mr P. A. Manship Relevant professional qualfflcatlon{8) or body lrfany): NIA Addre. 78 Manor Gardens Warminster Wittshire BA12 8PW IER October 2018
Section B Disclosure Only complete rf the examiner needs to highlight matters of concem {see CC32, Independent examination of chanty accounts.. di10nS and guidance for examiners). Give herg brief detalls of any items that the examiner wishes to discloso. IER Octobor 2018
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CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examinevs Report R•port to the trustsesl member8 of Warminster Lions Club (CIO) On accounts for tho year ended 2023-2024 Charlty no (if any) 1178909 Set out on pages Combined Administration and Charitable Accounts on pages <1) & (2) ?T.1)e". -'--::=o'.n8 oaoe #ddit'onBI sheets1 I report to the trustees on my examination of the accounts of the above chanty (Ihe TnJ8fi for the year erKled Respon8ibilhle8 and As the Charity trustees of the Trust, you are responsible for the preparation basis of rnport of the accounts in accordance %Mth the requirements of the Charities Act 2011 ('the Acr). I report in resFeCt of my examination of the Trust's accounts carried out under sedion 145 of the 2011 Act and in carrying out my examination, I have followed the applicale Directions gNen by the Charity Commission under section 14515)(b) of the ALt. I have completed my examination. I confim that no material matters have come to my attention {i)ther than that disclosed below ") in connection with the examination which gives me cause to believe that in, any material resFect'. accountiNJ record8 were not kept in accordance with Section 130 of th8 Act or the accounts do not accord with the accounting records Independent •xaminer'$ Btatsrnent I have no concems and have come alyoss no other matter8 in connection with the examination to which attention should Le drawn in order to enable a proper understanding of the accounts to be reached. ' Please delete the worfs in the brackets rf they do not apply. Slgn•d: Nam•: Mr P. A. Manship Rolevant profèssional qualfflcatlon(s) or body (If any): NIA Address: 78 Manor Gardens Warminster Wiltshire BA12 8PW IER October 2018
Section B Disclosure Only Gorntete rf the examiner needs to highlight matters of concern {see CC32. Independent examination of charity accounts: directions and guidan for examiners). Glvè hèro brief dotails of any items that the examinerwishes to disclosfr. IER October 2018