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2021-06-30-accounts

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1.1
The Objects ofthe Club are such purposes as are exclusively
charitable
in England
8 Wales, including
in particular.
1.1.1
the advancement
of citizenship
by:
1.1.1.1 promoting
the principles
ofgood citizenship;
1.1.1.2 encouraging
members
to take an active interest
in the civic, cultural,
social and moral welfare ofthe community;
1.1.1.3providing
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;
1.1.1.4encouraging
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;
Summary ofthe objects
ofthe charity set out In
its governing
document
1.1.1.5supporting
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
ofsocial 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 ofthose
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 ofthe public the conservation
protection
and
improvement
ofthe physical
and natural
environment;
and/or
1.1.7
promoting
community
participation
in healthy
recreation.
Devizes Lions Club raises significant
funds throughout
the year from its
fundraising
activities.
Some of those activities, such as the annual
concert
and
charity golf day, raise money for specific organisations
that we consider
will
benefit from a substantial
contribution
to their funds.
The general funds that
the Club raises through
other fundraising
activities are used to provide grants
to deserving
causes and individuals
within
Devizes and the surrounding
areas,
supporting
appeals
from Lions' Districts,
Multi District and Lions Clubs
Summary ofthe main International.
activities undertaken for The Club undertakes
a number
of community
service projects. Examples of
the public benefit
in
such activities
include:
relation to these objects
(include within this Sports Coaching
Weekend
and Arts Coaching
Day
section the statutory Devizes Lions believe the sports and the arts should be accessible to
declaration that trustees everyone.
have had regard to the Every year since 1990,Devizes Lions have held their popular Sports Coaching
guidance issued by the Weekend
where for a modest contribution,
about 500 local school children
are
Charity Commission on invited to try one ofabout 20 different sports that they might not otherwise have
public benefit) the opportunity
to experience.
Tuition is all provided
by qualified
coaches.
Following a similar format, Devizes Lions also hold Arts Coaching
Days where
local school children are invited to try one ofseveral artistic activities that they
might not otherwise
have the opportunity
to experience.
May Fair and Classic Cars Show
For many years Devizes Lions Club has held a May Fair in the local Market
Place to provide an event for the benefit of local people with stalls and
entertainment
such as a carousel,
children's
rides, live shows, vinta
e cars,
TAR March 2012
Grant Makin
Polic
The Ob'ects of Devizes Lions Club
Under the terms ofthe Clubs' Constitution,
the Trustees
apply funds at their
discretion,
making
grants where they believe that their contribution
will make a
real difference.
The Club only makes grants
in furtherance
of its charitable
objects. The Objects ofthe Club are shown
earlier
in this document.
Priorities for Su
ort
The number
ofapplications
that can be supported
is limited
by the amount
of
funds available
for distribution
in any one year. The Trustees
have determined
that the priorities for funding
will be:
-subject to other elements
ofthe Trustees'
grant-making
policy, no restrictions
are imposed
on the purpose
for which a grant may be made.
- as there are numerous
Lions Clubs
in the UK, applications
from Devizes
and
the surrounding
area are generally
given
priority.
Trustees also consider
national
and international
funding
requests.
- applications
for support
and/or grants are all considered
on their own merits
following
investigation
by the Club's Welfare Committee.
However,
given
that
most ofthe available
funds are raised within the local community,
those
applications
that are local are given special consideration.
- using the above guiding
principles,
the following are examples
ofareas
adopted for support:
You may choose to
include further statements,
Local charities
and causes - youth groups,
groups
working
with the
elderly,
residential
and nursing
homes,
individual
appeals, causes
that
where relevant, about: improve the life or well-being
of people within
our community.
Youth and children's
organisations
-sports and arts related groups
or
~ policy on grantmaking; individuals,
scouting
and guiding,
youth activities,
young
people
~ policy
related
programme
investment;
undertaking
overseas assignments.
Community
facilities - village
hall projects, community
group initiatives.
Relief of hardship
- providing
relief for individuals,
families and those
~ contribution made by with disabilities.
volunteers.
In addition
to making
grants set out above, the Club supports
and puts on
events to benefit and serve the local community.
It also makes grants without
receiving
applications
where the Trustees decide that the need is appropriate.
The above priorities
in this policy will be reviewed
every year (or more often if
deemed
appropriate)
by the Trustees and may be changed
in accordance
with
the Trustees'
view ofthe most effective application
of available
funds at any
point
in time.
~Princi
les
In awarding
grants, the Trustees
will apply the following
principles:
The Trustees
will not normally
support
applications
from large national
charities
(unless
it is for local use) or charities deemed
by the Trustees
to be already adequately
funded.
The Trustees
may work with other organisations
to fund initiatives
beyond the financial scope ofa single organisation.
Applications
from previous
recipients
ofgrants or from previously
unsuccessful
applications
will be considered
by the Trustees
on their
own merits.
Although
the Trustees
will have regard to the outcome
of
the previous
grant, any new application
will not receive preferential
or
adverse consideration.
Exclusions
The Trustees
will not normally
approve
the use offunds for purposes
which
government
has a statutory
responsibility
to provide.
Grant A
lication Process
Applications
for grants
may be made by any effective means
and will be
considered
by the Welfare Committee
on behalf ofthe Trustees.
Before awarding
a grant, the Trustees
require
that the applicant
should:
inform the Trustees ofthe purpose ofthe application,
details ofthe
project, the way in which the grant
will be used and how it will be
managed
effectively for its intended
purpose.
provide adequate
information
regarding
the identity
and financial status
ofthe applicant
and/or
ofthe status ofthe person(s) who will carry out
the project/work.
note that all equipment
purchased
with the grant is owned and remains
the property
ofthe recipient (whether
an organisation
or an individual).
consent to the use ofpersonal
data supplied
by them for the
processing
and review oftheir application
in order to comply with
current Data Protection
legislation.
This includes
transfer to and use by
such individuals
and organisations
as the Trustees deem appropriate.
The Trustees
require the assurance
ofthe applicant
that personal
data
about any other individual
is supplied
to the Trustees
with his/her
consent.
Assessment
Process
The assessment
process
will be:
All applications
for grants
will be subject to initial assessment
to ensure
that they meet the basic criteria for funding.
The Welfare Committee
will consider applications
and, where approval
is recommended,
seek the Trustees'
agreement
and will inform
applicants
ofthe outcome of applications
as soon as is reasonably
practicable.
Whilst the Trustees
will not be obliged to provide an explanation
to
the
applicant
should
its application
be unsuccessful
they will provide
relevant
comment
to the applicant
where appropriate.
Applicants
should
note that the Trustees receive far more applications
than they have funds to support.
Even
if an application
fits with the
criteria and priorities ofthe Trustees,
they may still be unable to provide
a grant.
Monitorin
and Publicit
Where the grant is for an extended
period, the Trustees
may require project
progress to be reported
on a regular basis.
In addition
to reports detailing
progress,
grant recipients
may be asked to provide a statement
of how the
grant has been spent.
This may be by a report
in writing
or given
in person
to
the Trustees, or by a visit ofthe Trustees to view the project.
The Trustees
may ask applicants
to consent to the use oftheir information
and
project details for publicity
purposes,
including
on-line,
in print or otherwise.
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Summary
ofthe main
achievements
ofthe
during the year
charity Even with the curtailment
of some ofthe normal fundraising
Devizes Lions Club was able to make grants of819,864 in
funded
through
fundraising
events, together
with individual
events
the year
donations.
Fundraising
events included,
a restricted
Carol Float, a Book Sale,
a Golf
Day (run jointly with the local Rotary Club), a Classic Car Show and most
notably a sponsored
Cycle Ride from Lands End to John O' Groats
by
one of our Club Members.
45 charities and good causes were supported
by our donations
totalling
f18,871, Within that total 4 charities were given a total of E3,000 after
making
presentations
at our Lions Den Event.
In addition f993was
used
to provide material
support to deserving
individuals.
The Sports Coaching
Event was held under Covid safe conditions
but on
a smaller scale than
in previous years. However 260 children
were
able
to experience
one of 10different sports where tuition was
provided by
qualified coaches.
The Trustees have a reserves
policy so that sufficient funds are retained
Brief statement ofthe to cover fluctuations
in income
in the year and taking
into account that
a
charity's policy on reserves significant
part of the income is obtained
from fundraising
Events held in
November
and December. The Trustees consider the financial
risk
when
planning
Future Events and make the necessary reserves
to cover the
worst financial outcome.
In the present circumstances
with
Covid-19
restrictions
in place a higher than normal balance was brought
forward
to
the start ofthe 2020-2021 year and the Trustees have provided
for
a
higher than normal
balance to be carried forward to year commencing
1
July 2021 so that there are funds available
to help those
in
need as set
out in the Ob'ects ofthe Charit
.
Details ofany
in deficit
funds materially None
Further financial review details (Optional
information)
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
ofthe charity;
~ investment policy and
objectives including any
ethical investment policy
adopted.
~, ~ ~
~
~ ~ ~
Unrestdicted Restricted Admln
Categories Details funds funds Account
to nearest E to nearest 2 to nearest 2
B1Cash funds HSBCAccounts 13,725
Lloyds Bank Account 7,256
Total cash funds 15,725 7,255
ingres bslenms with receipts and payments
accovntisil
GIC 011 Gi&
Unrestricted Restricted Admin
funds funds Account
Details to nearest g to nearest 2 to nearest E
82 Other monetary assets
Fund to which Current value
Details assetbelon
s
o tlonal
B3Investment assets
Details Fund to which
asset balan
s
Cost (optional) Current value
o tional
B4Assets retained for the Gazebos Admin Account
charity's own use Santa's Sleigh Admin Amount
Club Regalia Admin Account
Fund to which Amountdue When due
Datags gsbgl
relates
o tional o tlonal
Bg Liabilities Members' personal
Bank Account
money in ths Admin Admin Account 3,153 Cn Call
Suppger's
Handover
Invoice
Meeting
for food provided at Admln Account 135 August 2521
Signed
behalf
by one or two trustees on
ofag the trustees
Signature Print Name Date of
s
rovel
Peter Blockley (Secretary)