|||||||||||
|---|---|---|---|---|---|---|---|---|---|
|**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|||
||Alan Case|Events Chair|||
||Carol Blaszkiw|Good Causes Chair|||
||Ken Lang|Deputy Treasurer|July 2025-September
2025||
||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.
- 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.
3. 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;
- 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**
1. 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.
2. 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.
3. 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.
4. 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.
5. 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**
You**may choose**to 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
Print
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
Print
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|||||
|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|||||
|||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