| Trustees' Annual Report | for theperiod | ||||||||
| From | Period start date | To | Period end date | ||||||
| Day 01 |
Month July |
Year 2024 |
Day 30 |
Month June |
Year 2025 |
Section A Reference and administration details Charity name Warminster Lions Club (CIO) Other names charity is known by Registered charity number (if any) 1178909 Charity's principal address 67 Falcon Road Warminster Wiltshire Postcode BA12 8FX
Names of the charity trustees who manage the charity
| 1 2 3 5 6 7 8 9 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| Ros Harrison | President | |||
| Alan Chapman | Treasurer | |||
| Andrew Robinson | Secretary | |||
| Richard Owen | 1st Vice President and Membership Officer |
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| Alan Case | Events Chair | |||
| Carol Blaszkiw | Good Causes Chair | |||
| Ken Lang | Deputy Treasurer | July 2025-September 2025 |
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| WendyCase | Bookshop Manager | February2025-June 2025 |
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document CIO Association Constitution and Club By-Laws (eg. trust deed, constitution)
How the charity is constituted Trust (eg. trust, association, company)
TAR
1 January 2023
Trustee selection methods Trustees are elected by Club members (eg. appointed by, elected by)
Additional governance issues (Optional information)
The Club has 3 main committees for its organisation: Trustees, Events You may choose to include (incl Fundraising & Social), and Good Causes (incl Welfare & Youth). additional information, where These committees usually meet monthly, as does the Club at a general relevant meeting; this is done either physically or virtually / online. ● The Club liaises with other Lions clubs in its Zone area, with quarterly meetings and occasional social events together.
Section C Objectives and activities
| Summary of the objects of the charity set out in its governing document |
1.1 THE OBJECTS OF THE CLUB ARE SUCH PURPOSES AS ARE EXCLUSIVELY CHARITABLE IN ENGLAND & WALES, INCLUDING IN 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 IN 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, CAPACITIES AND 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 ASSOCIATING 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 THE CONSERVATION PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT; AND/OR 1.1.7 PROMOTING COMMUNITY PARTICIPATION IN HEALTHY RECREATION. |
|---|---|
TAR
2 January 2023
1. Citizenship.
The Club continues to support local voluntary and youth organisations. It has worked with a number of local schools, particularly on environmental projects to encourage the teaching of care for our community.
2. Promoting the Voluntary Sector.
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The Club’s community service and fundraising activities have been maintained. These are aimed at encouraging participation with service events and enabling grants to local charities / organisations to help sustain the services provided.
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Promoting Volunteering.
Our Club members have become more visible in the community this year through a new website and use of community social media posts. Being visible has promoted the charity as an example of a strong volunteering ethos in our town.
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory 4. Relief of Poverty. declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Relief of poverty is being tackled through donations to local good causes via the Club’s robustgrantgiving policy. The Club has donated to the Lions Clubs International (LCI) disaster relief fund.
5. Improving Health.
The Club continues to promote and undertake the ‘Message in a Bottle’ (MiaB) & ‘Spectrek’ health projects. MiaB are donated to the local surgery. Thousands of pairs of used spectacles were collected and delivered to Chichester Lions Club for central processing, including for onward delivery to international eye health projects.
6. Healthy Recreation.
The Club has promoted healthy recreation and the environment through a book project with local primary schools. This project has encouraged stewardship of the environment by allowing children involved to learn more about the world around them..
Additional details of objectives and activities (Optional information)
TAR
3 January 2023
You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
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contribution made by volunteers.
Volunteers continue to be essential for their fantastic support to Club activities, working alongside members to run the second-hand bookshop and to man fundraising stalls at town / school / village fetes. The Club’s volunteer support has increased significantly this year. Our bookshop team works hard to ensure our volunteers feel valued and are recognised for the key role they play.
Section D Achievements and performance
Summary of the main achievements of the charity during the year
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Support to Fabric of the Community - A number of Club members attended training at Warminster Railway Station to become community volunteers. The members considered potential projects at the railway station in 2026 to involve young people in the town.
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Support to Community Safety - Our Message in a Bottle project continues to support vulnerable members of the community by enabling them to have crucial information available for emergency services. The Club has also granted funds to Wiltshire Bobby Van Trust who focus on supporting the elderly from scams.
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Support to the International Community - The Club was proud to support a local individual with man hire to ensure he could make a number of trips to the Ukrainian border. Essential items for Ukrainian children at a refuge in Poland were delivered.
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Support to Youth in the Community. The Club donated funds to local children’s charities. Links were also developed with several local primary schools to establish the best way that the Club can support them with educational aims.
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Support to the Elderly and Disadvantaged in the Community. The Club continued to support the local elderly and disadvantaged members of the community through welfare donations and directly to Warminster & District Foodbank. Our Lions Christmas Float visited a number of local care homes to bring good cheer to the elderly in the festive season.
Section E Financial review
| Brief statement of the charity’s policy on reserves Details of any funds materially in deficit Further financial review details Youmay chooseto include additional information, where relevant about: ● the charity’s principal sources of funds (including any fundraising); ● how expenditure has supported the key objectives of the charity; |
The Club holds a small reserve within its Admin account as risk mitigation in case of unforeseen circumstances. |
|---|---|
| N/A | |
| (Optional information) | |
| 1. The Club’s Trust and Admin accounts are independently examined annually. 2. The Club’s main sources of funds are its second-hand bookshop in Warminster (open 6 mornings a week and 1 afternoon and manned by Club members and volunteers) and also usually from fundraising at town / school / village fetes. |
TAR
4 January 2023
Section F Other optional information
Section G Declaration
[The trustees declare that they have approved the trustees’ report above. ]
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Ros Harrison
Andrew Robinson
Position (eg Secretary, Chair) Club President Secretary Date 9th January 2025
TAR
5 January 2023
Warminster Lions Club (CIO) Charity No. 1178909
For the period from 01/7/24 To 30/6/25
| Receipte and Payments | Unrestricted | Restricted | Total | Last Year | |||
|---|---|---|---|---|---|---|---|
| Funds | Funds | Funds | 2022/2023 | ||||
| A1 Receipts | |||||||
| Bookshop | £26,886.43 | £26,886.43 | £20,023.99 | ||||
| Events(Fundraising) | £1,622.08 | £1,622.08 | £2,119.16 | ||||
| Good Causes Donatons | £48.00 | £48.00 | £7,251.92 | ||||
| Public Donatons(Includinglegasy) | £10,457.49 | £10,457.49 | £0.00 | ||||
| Members Dues Inc Meetngs | £1,813.73 | £1,813.73 | £2,165.50 | ||||
| Social events | £941.20 | £941.20 | £722.90 | ||||
| Charter Dinner | £875.50 | £875.50 | £3,770.00 | ||||
| Intrest from Admin Reserve a/c | £12.55 | £12.55 | £14.99 | ||||
| Admin Miscellaneous | £850.50 | £850.50 | £0.00 | ||||
| Charitable Miscellaneous | £30.13 | £30.13 | £118.08 | ||||
| HoldingAccount | £9,960.58 | £9,960.58 | £580.58 | ||||
| Transferred between accounts | £1,328.00 | £1,328.00 | |||||
| Sub Total | £54,826.00 | £54,826.00 | £36,767.00 | ||||
| A2 Fixed asset Sales | |||||||
| Good Causes | £57.00 | £57.00 | £57.00 | ||||
| Bookshop | none | none | none | ||||
| Sub Total | £54,883.00 | £54,883.00 | £36,824.00 | ||||
| A3 Payments | |||||||
| Bookshop | £11,440.48 | £11,440.48 | £4,684.67 | ||||
| Events(Fundraising) | £1,033.53 | £1,033.53 | £1,404.10 | ||||
| Charitable Good Causes | £18,074.16 | £18,074.16 | £20,574.00 | ||||
| Members Dues Inc Meetngs | £1,788.50 | £1,788.50 | £1,763.86 | ||||
| PL Inasurance | £160.00 | £160.00 | £44.25 | ||||
| BookshopInasurance | £383.65 | £383.65 | £333.79 | ||||
| Admin Miscellanious | £221.43 | £221.43 | £22.65 | ||||
| CharitableMiscellanious | £679.00 | £679.00 | £143.16 | ||||
| Trustees Exp | £49.13 | £49.13 | £17.28 | ||||
| Pres,Honorarium | £200.00 | £200.00 | £272.00 | ||||
| Social events | £708.65 | £708.65 | £722.90 | ||||
| Charter Dinner | £848.16 | £848.16 | £3,746.80 | ||||
| Garage Rent | £479.56 | £479.56 | £445.56 | ||||
| ICO(Data Protecton) | £35.00 | £35.00 | £35.00 | ||||
| Transferred between accounts | £1,328.00 | £1,328.00 | |||||
| Sub Total | £37,429.00 | £37,429.00 | £34,210.00 | ||||
| A4 Assets & Investments | |||||||
| Purchases | £3,910.00 | £3,910.00 | None | ||||
| Invesments | None | None | None | ||||
| Fixed Assets | £1,311.00 | £1,311.00 | £2,073.00 | ||||
| Sub Total | £5,221.00 | £5,221.00 | £2,073.00 | ||||
| Total payment | -£37,429.00 | -£37,429.00 | -£34,210.00 | ||||
| Net Receipts | £54,883.00 | £54,883.00 | £36,824.00 | ||||
| A5 Transfers between Funds | £0.00 | £0.00 | £0.00 | ||||
| A6 Cash funds last year end | £29,834.00 | £29,834.00 | £27,220.00 | ||||
| Cashfunds this year end | £47,288.00 | £47,288.00 | £29,834.00 |
| B1 Cash Funds | £2,060.36 £1,250.00 £35,016.81 £9,960.58 £150.00 £100.00 £47,288.00 £1,250.00 None None £222.00 £4,999.00 None None LP Ros Harrison Carol Blaszkiw |
£2,060.36 £1,250.00 £35,016.81 £9,960.58 £150.00 £100.00 £47,288.00 £1,250.00 None None £222.00 £4,999.00 None None LP Ros Harrison Carol Blaszkiw |
£2,060.36 £2,349.02 £1,250.00 £1,250.00 £35,016.81 £26,653.81 £9,960.58 £580.58 £150.00 £200.00 £100.00 £50.00 £48,538.00 £31,084.00 None None None None £222.00 £746.00 £4,999.00 £1,327.00 None None Date |
|
|---|---|---|---|---|
| Administraton Account(1) | £2,060.36 | £2,349.02 | ||
| Commercial Instan Saver AccountRestricted | £1,250.00 | |||
| CharityGeneral Account(1) | £35,016.81 | £26,653.81 | ||
| CharityHoldingAccount(2) | £9,960.58 | £580.58 | ||
| Events Floats | £150.00 | £200.00 | ||
| BookshopFloats | £100.00 | £50.00 | ||
| Sub Total | ||||
| £31,084.00 | ||||
| B2 Other MonetaryAssets | None | None | ||
| B3 Investment Assets | None | None | ||
| B4 Assets retained for Charites Own use |
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| Fundraising | £222.00 | £746.00 | ||
| Bookshop | £4,999.00 | £1,327.00 | ||
| See list atached | ||||
| B5 Liabilites | None | None | ||
| Signed by 2 trustees on behalf of all trustees. Signature |
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| Carol Blaszkiw |
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to tho trustees Waminster Lions Club (CIO) On accounts fi)r the year ended June 2025 Charity no (If any) 1178909 Set out on pages 1and2 irenwmb•r lo Indud? th• palle of addrtional $hee'<' I report to the trustees on my examination of the accounts of the above charity (Ihe Trusf) for the year ended 30106 12025. Re8pon8lbllltles and ba8ls (rf report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the rffjuirefnents of the Charities Act 2011 (Yhe Acr). I report in respect of my examination of the Trusfs accounts carried out under seth'on 145 of the 2011 Act and in carying out my examination, I have followed all the applicable Directions givèn by the Charity Commission under $8Ct6on 145{5)Ib> ol the ACL Independent I Ive completed my examinalion. I confirni that no material matters have examinerfs ststem•nt come to my attenlion in connection with the examinakn'on (other than that disdosed below ') which gi¥es me cause to believe that in. any matsrial the accountlng record8 were not kept in accordance with section 130 of the CharitEs Act; or the accounts did not acrd wth the accounting records; or the accounts dKJ not comply wtth th8 applicable requirements conceming Ihe fom and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fairf view which is not a matter consldered as part of an independent examination. I have no coneems and have come acr088 no other matters in connection yth the examinalion to whlch attention should be drawn in this report in order to enae a proper understarKling of the accounts lo be reached." Please de16t8 in the brackets rflh8y do not apply. Slgned: . LO.%)- Name: Mr P. A. Manship Rolovant professlonal quallfication{sl or body (If any): NIA Addre." 78 Manor Gardens Waminster BA12 8PW IER Oct 2018
Section B Disclosure Only complete if the examiner needs to highlight matenal matters of conrn {see CC32. Independent examination of charty accounts.. directions and guidanc8 for examiners). Glve horo brief detalls of any Items that the examlner wlshes to disclosa. IER Oct 2018