
DEVIZES LIONS CLUB (CIO) REGISTERED CHARITY No 1185977 

ANNUAL REPORT OF THE TRUSTEES AND ACCOUNTS FOR THE YEAR ENDED 30[th] JUNE 2022 




## **Trustees’ Annual Report for the period** 

**From  01 July 2021   to   30 June 2022** 

**Charity name:  Devizes Lions Club (CIO)** 

**Charity registration number:** 1185977 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|**Charitable Objects of Devizes Lions Club**<br>The Objects of the Club are such purposes as are<br>exclusively charitable in England & Wales,<br>including in particular:<br>•<br>the advancement of citizenship by:<br>`o`<br>promoting the principles of good<br>citizenship;<br>`o`<br>encouraging members to take an active<br>interest in the civic, cultural, social and<br>moral welfare of the community;<br>`o`<br>providing a forum for the open<br>discussion of all matters of public<br>interest; provided that partisan politics<br>and sectarian religion shall not be<br>debated by members;<br>`o`<br>encouraging service-minded people to<br>serve their community without personal<br>reward and encouraging the promotion<br>of high ethical standards in commerce,<br>industry, professions, public works and<br>private endeavours;<br>`o`<br>supporting youth to develop their skills,<br>capacities and capabilities to enable<br>them to participate in society as mature<br>and responsible individuals;<br>•<br>promoting the Voluntary Sector for the<br>public benefit by associating with local<br>authorities in a common effort to advance<br>education and provide facilities in the<br>interests of social welfare for recreation or<br>other leisure time occupation to improve<br>the conditions of life of people in local,<br>national and international communities;<br>•<br>promoting volunteering;<br>•<br>the relief of poverty and the relief of those<br>in need in particular by providing<br>humanitarian aid and disaster relief;<br>•<br>the advancement of health or the saving of<br>lives by preventingavoidable blindness,|



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|||assisting disabled people to lead<br>independent lives or helping to prevent or<br>manage health issues;<br>•<br>promoting for the benefit of the public the<br>conservation protection and improvement<br>of the physical and natural environment;<br>and/or<br>•<br>promoting community participation in<br>healthy recreation.<br>Nothing in the constitution shall authorise an<br>application of the property of the Club for the<br>purposes which are not charitable in accordance<br>with section 7 of the Charities and Trustee<br>Investment (Scotland) Act 2005 and section 2 of<br>the Charities Act (Northern Ireland) 2008.|
|---|---|---|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|Devizes Lions Club raises significant funds<br>throughout the year from its fundraising<br>activities.  Some of those activities raise money<br>for specific organisations that we consider will<br>benefit from a substantial contribution to their<br>funds.  The general funds that the Club raises<br>through other fundraising activities are used to<br>provide grants to deserving causes and<br>individuals within Devizes and the surrounding<br>areas, supporting appeals from Lions’ Districts,<br>Multi District, Lions Clubs International and Lions<br>Clubs International Foundation.<br>The Club undertakes a number of community<br>service projects. Examples of such activities<br>include:<br>**Sports and Arts Coaching Weekends**<br>Devizes Lions believe the sports and the arts<br>should be accessible to everyone.<br>Every year since 1990, Devizes Lions have held<br>their popular Sports Coaching Weekend where<br>for a modest contribution, school children are<br>invited to try one of about 20 different sports<br>that they might not otherwise have the<br>opportunity to experience.  Tuition is all<br>provided by qualified coaches.<br>This year over 250 children participated and<br>benefited from the experience.<br>**Presentation Evening**<br>Towards the end of the Lions’ year the Club<br>holds a presentation evening when donations<br>are made to about 30 organisations and<br>charities that operate within the Devizes area.<br>These are selected following a rigorous appraisal<br>to determine those that will benefit most from<br>the donations.  At the same time grants are<br>made to those Lions’ projects in the UK and<br>overseas that it considers will most benefit from<br>our contributions. This event enables recipients|



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of our donations to publicise their charitable activities. This year a total of almost £11,000 was donated to 35 local groups. **Donations to Individuals and Groups** Requests are received throughout the year from local individuals, families, community groups and others that need financial or material support. Such requests are considered and grants made in accordance with our Grant Making Policy and according to the funds available. Local charities and good causes were supported by our donations totalling  £22,060 including £1252.20 to provide material support to deserving individuals. **Ukraine** Devizes Lions made an initial grant of £1,000 to LCIF (Lions Clubs International Foundation) to assist in the provision of emergency help to refugees fleeing Ukraine. Devizes Lions were also given the opportunity to collect money to aid refugees from Ukraine at this year's Urchfont Scarecrow Festival, raising a very worthwhile £800. This money will be used to assist in the provision of emergency help to refugees fleeing Ukraine and will be overseen by Lions on the ground. 

## **Carol Float** 

Each year, Devizes Lions tour the town with a float carrying a cheery Santa, lights and music. The public is able to follow Santa's route each evening in real time from our Facebook Page @devizeslions Sadly, due to Covid, the event was restricted in scope this year and we were not able to hand out sweets but children were pleased to visit the Sleigh and give Santa a wave and a big smile, and donations amounting to about £2000 were received from the public. 

## **Golf Day** 

Devizes Lions and Devizes Rotary were pleased to be running their Joint Charity Golf Day again this year just as Covid lock-down restrictions were eased.  The weather was kind, there were lots of teams participating and this year's event was one of the most successful ever raising almost £2500 for Devizes Lions. 

## **Lions on the Green** 

A Classic Cars and Family Fun Day held on Devizes Large Green, where there were lots of 

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lovely classic cars, stalls and things for the children to enjoy. The weather was kind, the turn-out was fantastic. We think it was a great success.  It raised almost £7,500 which enables Devizes Lions to continue to provide support to where it is needed most in our community and beyond. **Nick’s “LeJog” Cycle Ride** Originally planned for May 2020 Devizes Lion Nick Seager cycled from Land’s End to John O’Groats starting on June 2nd from Land’s End and arriving in John O’Groats on June 25th.  He was mostly cycling on his own and selfsupporting because of the times in which we’re living.  The planned route was 998 miles with 52,572 feet of climbing. At a short ceremony at Devizes Lions' July meeting, Past President Jerry King presented Nick Seager a Melvin Jones Fellowship award in acknowledgement of his sterling effort in raising a total of £6,400 for the Club's charity funds of which £1,833 falls in this year. 

## **Spring Concert** 

Devizes Lions’ concert Rock into Spring raised over £1,000 which was donated to Wiltshire Mind, an independent charity supporting people in Wiltshire who are experiencing mental health problems or emotional distress. 

## **Public Collections** 

Devizes Lions Club supports other organisations’ fundraising activities by holding collections for such organisations as Marie Curie Cancer Care, BBC Children in Need and British Legion Poppy selling.  It also holds public collections to raise funds to help alleviate the effects of national and international disasters. 

## **Message in a Bottle** 

The purpose of Message in a Bottle is to place a plastic bottle containing contact details and information about the medical needs of the individual in fridges where it can easily be found by emergency services. 

Devizes Lions provide this service in Devizes and the surrounding areas by purchasing, delivering and maintaining the stock of bottles in doctors’ surgeries, libraries, pharmacies, and other suitable venues in the area. 

## **Covid-19** 

The Covid-19 restrictions that were in place for most of the year affected the Club’s programme of events significantly.  The Trustees plan to 

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|||return to a full and unrestricted programme of<br>activities as soon as circumstances allow.|
|---|---|---|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The Trustees are aware of the Charity<br>Commission guidance on public benefit and take<br>it into account when making a decision to which<br>the guidance is relevant.<br>The Club’s Public Benefit Statement can be<br>accessed on line at www.devizeslions.org.uk and<br>is attached as an appendix to this report.|



**Additional information (optional)** You may choose to include further statements where relevant about: 

||SORP reference|||
|---|---|---|---|
|Policy on grant making|Para 1.38||The Club has adopted a Grant Making Policy<br>which is published on line at<br>www.devizelions.org.uk and is attached as an<br>appendix to this Report.|
|Policy on social investment<br>including program related<br>investment|Para 1.38|||
|Contribution made by<br>volunteers|Para 1.38||To run its fundraising events and service<br>activities, the Charity relies almost<br>exclusively on the contribution made by the<br>voluntary efforts of Lions, friends, family or<br>volunteers drawn from the general public.|
|Other||||



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## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to the<br>circumstances of its<br>beneficiaries and any wider<br>benefits to society as a whole.|Para 1.20|The Club has raised funds through fundraising<br>events including i_nter alia_, a Carol Float, a Golf<br>Day, Lions on the Green, a Land’s End to John<br>O’Groats cycle ride, a Spring Concert and Public<br>Collections.<br>The Club has undertaken a number of<br>community service projects and provided grants<br>that benefit deserving causes and individuals<br>within Devizes and the surrounding areas,<br>supporting appeals from Lions’ Districts, Multi<br>District, Lions Clubs International and Lions<br>Clubs International Foundation.<br>Examples include:<br>**Sports and Arts Coaching Weekends**<br>Devizes Lions believe the sports and the arts<br>should be accessible to everyone.<br>Every year since 1990, Devizes Lions have held<br>their popular Sports Coaching Weekend where<br>for a modest contribution, up to about 500 local<br>school children are invited to try one of about 20<br>different sports that they might not otherwise<br>have the opportunity to experience.  Tuition is<br>all provided by qualified coaches.<br>Following a similar format, Devizes Lions also<br>hold Arts Coaching Days where local school<br>children are invited to try one of several artistic<br>activities that they might not otherwise have the<br>opportunity to experience.<br>**Presentation Evening**<br>Towards the end of the Lions’ year Devizes Lions<br>hold a presentation evening when cheques are<br>presented to about 30 organisations and<br>charities that operate within the Devizes area.<br>These have been selected following a rigorous<br>appraisal to determine those that will benefit<br>most from the donations.  At the same time<br>grants are made to those Lions’ projects in the<br>UK and overseas that it considers will most<br>benefit from our contributions. This event<br>enables recipients of our donations to publicise<br>their charitable activities.<br>**Donations to Individuals and Groups**<br>Requests are received throughout the year from<br>local individuals, families, support services,<br>community groups and others that need<br>financial or material support. Such requests are<br>considered and grants made in accordance with<br>our Grant MakingPolicyand accordingto the|



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funds available. **Ukraine** Devizes Lions made an initial grant of £1,000 to LCIF (Lions Clubs International Foundation) to assist in the provision of emergency help to refugees fleeing Ukraine. Devizes Lions also collected money to aid refugees from Ukraine at this year's Urchfont Scarecrow Festival, raising £795. This money will be used to assist in the provision of emergency help to refugees fleeing Ukraine and will be overseen by Lions on the ground. **Spring Concert** Devizes Lions’ concert Rock into Spring raised over £1,000 all of which was donated to Wiltshire Mind, an independent charity supporting people in Wiltshire who are experiencing mental health problems or emotional distress. 

## **Additional information (optional)** You may choose to include further statements where relevant about: 

|Achievements against<br>objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||



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## **Financial Review** 

|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|In a year made difficult by Covid restrictions,<br>Trustees consider that the charity remains in a<br>strongfinancialposition.|
|---|---|---|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|The Trustees have a reserves policy to ensure<br>that sufficient funds are retained to cover<br>fluctuations in income in the year, taking into<br>account that a significant part of  the income is<br>obtained from fundraising Events held in<br>November and December. The Trustees consider<br>the financial risk when planning future events<br>and make the necessary reserves to cover the<br>worst financial outcome. With Covid-19<br>restrictions still in place a higher than normal<br>balance of £18,725 was brought forward to year<br>commencing 01 July 2021 so that there were<br>funds available to help those in need as set out<br>in the Objects of the Charity.  As Covid<br>restrictions have eased it has been possible to<br>significantly reduce the balance carried forward<br>toyear commencing01 July2022.|
|Amount of reserves held|Para 1.22|£11,326.|
|Reasons for holding zero<br>reserves|Para 1.22||
|Details of fund materially in<br>deficit|Para 1.24||
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23||



|**Additional information (optional)**<br>You may choose to include further statements|**Additional information (optional)**<br>You may choose to include further statements|where relevant about:|where relevant about:|
|---|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47||The Club’s fundraising activities are set out<br>above and more extensive details can be found<br>on the Projects Page of our website at<br>www.devzeslions.org.uk|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|||
|A description of the principal<br>risks facing the charity|Para 1.46|||
|Other||||



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## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:||None|
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Devizes Lions Club (CIO) Constitution adopted on<br>21 October 2019.  There have been no<br>amendments to date.|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|Charitable Incorporated Organisation|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|The methods for selecting Trustees are set out in<br>Section 14 of the Constitution and By-Law 5 of<br>The By-Laws of Devizes Lions Club (CIO) Issue 1<br>dated January 2020.<br>Trustees are elected annually by the Club<br>Members with the term of Office running for<br>one year from 1stJuly to 30thJune.  New or<br>additional Trustees are appointed by the Club<br>Members or the Charity Trustees at any time<br>and with the term of Office running until 30th<br>June.|



**Additional information (optional)** You may choose to include further statements where relevant about: 

||||
|---|---|---|
|Policies and procedures<br>adopted for the induction and<br>training of trustees|Para 1.51||
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51|Devizes Lions Club (CIO) is an independent<br>member of Lions Club International, the world’s<br>largest service club organisation, established in<br>the USA in 1917.|
|Relationship with any related<br>parties|Para 1.51||
|Other|||



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## **Reference and Administrative details** 

|Charity name|Devizes Lions Club (CIO)|
|---|---|
|Other name the charity uses|Devizes Lions<br>Devizes Lions Club<br>Lions Club Of Devizes|
|Registered charitynumber|1185977|
|Charity’s principal address|Nursteed Community Centre<br>Nursteed Road<br>Devizes<br>SN10 3AF|
|||



**Names of the charity trustees who manage the charity** 

|<br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br>|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year **|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||**Trustees for Lionsyear 1st July 2021 to 30 June 2022**||||
||Jo Sheppard|President|||
||Peter Blockley|Secretary|||
||Roger Stratton|CharityTreasurer|||
||AndyTrotter|1stVice President|||
||Debbie Wilson|Welfare Committee<br>Chair|||
||Richard Flaxbeard|Activities 1<br>Committee Chair|||
||AndySheppard|Activities 2 Chair|||
||**Trustees for Lions year 1st July 2022 to 30 June 2023**||||
||AndyTrotter|President|||
||Peter Blockley|Secretary|||
||Roger Stratton|CharityTreasurer|||
||Debbie Wilson|1stVice President|||
||Jerry King|Welfare Committee<br>Chair|||
||Maggie Gray|Activities Committee<br>Chair|||
||AndyWilson|Member’s Trustee|||
||Andy Sheppard|Membership Officer|09 January 2023 to year<br>end||
||||||
||||||
||||||
||||||
||||||



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– Corporate trustees names of the directors at the date the report was approved 

**Director name** 

Name of trustees holding title to property belonging to the charity 

**Trustee name Dates acted if not for whole year** 

## **Funds held as custodian trustees on behalf of others** 

Description of the assets held in this capacity 

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects 

Details of arrangements for safe custody and segregation of such assets from the charity’s own assets 

## **Additional information (optional)** 

## **Names and addresses of advisers (Optional information)** 

**Type of Name Address adviser** 

**Name of chief executive or names of senior staff members (Optional information)** 

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Exemptions from disclosure
Reason for non-disdosure of ke
rsonnel detsils
Other o
tional information
Declarations
The trustees declare that they have approved the trustees, report above.
Slgned on behalf of the charity's trustees
Slgnature(s
Full namels)
Posltlon {eg Secretary,
Chair, etc)
1-fLu
S£LRETtIRI
13 2P23

## Devizes Lions Club (CIO) A Charitable Incorporated Organisation 

## Grant Making Policy 

## **1. The Objects of Devizes Lions Club** 

Under the terms of the 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 of the Club are shown in the Annex to this document. 

## **2. Priorities for Support** 

The number of applications 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 compliance with the Objects of the Club, its Public Benefits Statement and this 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 although Trustees also consider Lions’ international, national and district appeals. 

- applications for support and/or grants are all considered on their own merits by the Club’s Welfare Committee which makes recommendations to the Trustees and the Club following a rigorous appraisal to determine those that will benefit most from the Club’s donations.  Given that most of the 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 of areas adopted for support: 

   - **Local charities and causes** - youth groups, groups working with the elderly, needy families, requests from individuals and causes that improve the life or well-being of people within the community. 

   - **Youth and children’s organisations** - sports and arts related groups or individuals, scouting and guiding, youth activities, young carers and young people undertaking life experiences, expeditions and assignments. 

   - **Community facilities** - village hall projects, community group initiatives. 

   - **Relief of hardship** - providing relief for individuals, refugees, families, and those with disabilities.  Providing disaster relief in the UK or overseas. 

   - **Health** – hospices, residential and nursing homes, providing support for Lions’ health initiatives, Message in a Bottle and health screening. 

   - **Environment and Conservation** – tree planting, conservation projects, recycling and initiatives that enhance or protect the environment. 

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- The Club may also make grants without receiving an application where the Trustees decide that the need is appropriate. 

- In addition to making grants, the Club supports and holds events that benefit and serve the local community. 

## **3. Principles** 

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 of a single organisation. 

- Applications from previous beneficiaries 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 a previous grant, any new application will not receive preferential or adverse consideration. 

- The Trustees will not normally approve the use of funds for purposes which government has a statutory responsibility to provide. 

## **4. Grant Application Process** 

Applications for grants may be made by any effective means and will be considered by the Welfare Committee on behalf of the Trustees. 

Before awarding a grant, the Trustees require that the applicant should: 

- inform the Trustees of the purpose of the application, details of the 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 of the applicant and/or of the status of the person(s) who will carry out the work. 

- note that all equipment purchased with the grant is owned and remains the property of the recipient (whether an organisation or an individual). 

- consent to the use of personal data supplied by them for the processing and review of their 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 of the applicant that personal data about any other individual is supplied to the Trustees with his/her consent. 

## **5. Assessment Process** 

- 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 inform applicants of the outcome of applications as soon as is reasonably practicable. 

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- Whilst the Trustees will not be obliged to provide an explanation to the applicant should its application be unsuccessful, they will provide relevant comments 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 of the Trustees, they may still be unable to provide a grant. 

## **6. Monitoring and Publicity** 

Where the grant is for an extended period, the Trustees may require work in progress to be reported on a regular basis.  In addition to reports detailing progress, beneficiaries 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 of the Trustees to view the project. 

The Trustees may ask applicants to consent to the use of their information and project details for publicity purposes, including on-line, in print or otherwise. 

## **7. Policy Review** 

The Trustees will review the priorities set out in this policy periodically and may make changes to reflect the Trustees’ assessment of the most effective application of available funds at any point in time. 

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## **ANNEX** 

## **Charitable Objects of Devizes Lions Club** 

The Objects of the Club are such purposes as are exclusively charitable in England & Wales, including in particular: 

- 

   - the advancement of citizenship by: 

      - promoting the principles of good citizenship; 

      - encouraging members to take an active interest in the civic, cultural, social and moral welfare of the community; 

      - 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; 

      - 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; 

      - supporting youth to develop their skills, capacities and capabilities to enable them to participate in society as mature and responsible individuals; 

- 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; 

- promoting volunteering; 

- the relief of poverty and the relief of those in need in particular by providing humanitarian aid and disaster relief; 

- 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; 

- promoting for the benefit of the public the conservation protection and improvement of the physical and natural environment; and/or 

- 

- promoting community participation in healthy recreation. 

Nothing in the constitution shall authorise an application of the property of the Club for the purposes which are not charitable in accordance with section 7 of the Charities and Trustee Investment (Scotland) Act 2005 and section 2 of the Charities Act (Northern Ireland) 2008. 

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## Devizes Lions Club (CIO) A Charitable Incorporated Organisation 

## Public Benefit Statement 

## **Introduction** 

Devizes Lions Club (CIO) is part of Lions Clubs International (LCI) and adopts its Mission Statement: 

“To empower volunteers to serve their communities, meet humanitarian needs, encourage peace and promote international understanding through Lions clubs.” 

Lions’ motto is “We Serve”. 

In line with the Charitable Objects of the Club set out in its Constitution and annexed to this document (Appendix 1), Devizes Lions Club undertakes community service projects and raises money throughout the year from fund-raising activities.  Following assessment in accordance with the Club’s Grant Making Policy, funds raised are distributed to benefit deserving charities, causes, organisations and individuals, mainly within Devizes and the surrounding areas, but also supporting appeals from Lions’ Districts, Multi District and Lions Clubs International.  Some of the Club’s activities raise money for specific organizations or projects that we consider will benefit from a substantial contribution to their funds. 

Some examples of how the Club’s activities benefit the public and address its Charitable Objects include: 

## **Advancement of citizenship** 

In line with LCI’s Code of ethics to which all members subscribe (Appendix 2), the Club encourages its members to take an active interest in the civic, cultural, social and moral welfare of the community. 

This is achieved by organising events such as an annual **Charity Concert** and **Arts Coaching** weekend and by enabling other Clubs and Organizations to participate in **Sponsored Walks** and **Swimathons** organised by Devizes Lions. 

The Club supports youth by arranging activities such as **Sports Coaching** and **Arts Coaching** weekends. 

The Club benefits the community by running the **May Fair** and **Lions on the Green** classic car show and similar events that provide entertainment, raise funds and allow other organizations to promote themselves or sell their wares to benefit their own causes. 

The Club tours the town with **Santa’s Sleigh** , providing fun and entertainment for children while raising money for the Charity. 

The Club supports the social and moral welfare of the community by helping the many local groups and charities that work in these areas, throughout the year and at our annual **Presentation Evening** . 

## **Promoting the Voluntary Sector** 

Devizes Lions work closely with other voluntary organizations, such as with Devizes Rotary at the **Joint Charity Golf Day** .  The Club provides outlets such as the **Lions May Fair** and **Lions on the Green** where other organizations working in the voluntary sector can promote their organizations or raise money for their own causes. 

The Club supports other organisations’ fundraising activities by holding **public collections** for such organisations as Marie Curie Cancer Care, BBC Children in Need and Royal British Legion’s 

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Devizes Lions Club (CIO) Public Benefit Statement 

Devizes Lions Club (CIO) is a Registered Charity No.1185977                                       Issue 3 January 2022 



Poppy selling.  It also holds **public collections** to raise funds to help relieve the effects of national and international disasters. 

Towards the end of the Lions’ year the Club holds a **Presentation Evening** when donations are made to organisations and charities that operate within the Devizes area and to selected Lions’ initiatives in the UK and overseas. The beneficiaries are selected following a rigorous appraisal to determine those that will benefit most from the Club’s donations. 

## **Promoting volunteering** 

The Club seeks out service-minded people to serve their community as Lions without personal reward and encourages the promotion of high ethical standards in all that they do. The Club encourages volunteers who are not Lions to serve the community by assisting with the Club’s activities. 

## **Relief of poverty and relief of those in need** 

The Club works closely with the Local Authority, Children’s’ Services, other service providers, and local charities such as Devizes Food Bank, delivering material support for needy families, elderly people, young carers, refugees and people with disabilities or health problems throughout the year. Events such as the Club’s **Christmas Fair** raise money to help provide that support whilst providing an outlet for needy families to purchase low-priced goods that have been donated by the local community. 

## **The advancement of health** 

Since its formation nearly 100 years ago LCI has focused on sight related projects.  Over the years the Club has undertaken **spectacle collections** for onward transmission and re-use in developing countries. 

The Club also supports Lions International and UK health initiatives by providing grants to benefit **Libra,** the **Measles initiative** , **Brain Tumour research** , **Sight Savers** and **Water Aid.** The Club provides the administration and organisation of the **Message in a Bottle Service** in Devizes and the surrounding areas by purchasing, delivering and maintaining the stock of bottles in doctors’ surgeries, libraries, pharmacies, and other suitable venues. 

Devizes Lions have purchased and installed Public Access Automated External **Defibrillators** (AEDs) in strategic positions around our town. 

The Club provides support to the **Devizes MS Society, Alzheimer’s Support, Wiltshire Mind, Wiltshire Sight** and has provided **Diabetes testing** at the **May Fair** . 

## **Conservation and the Environment** 

The Club promotes the conservation, protection and improvement of the physical and natural environment for the benefit of the public.  It has worked closely with the organisers to fund the creation of a **Peace Garden** as part of the town’s ongoing Drews Pond Project. Where possible, furnishings and white goods that the Club donates to needy families are refurbished articles such as those obtained from **KFR,** a specialist charity that the Club supports. 

## **Healthy recreation** 

Devizes Lions believe that sports and the arts should be accessible to everyone. 

Each year since 1990, apart from 2019, the Club has held its popular **Sports Coaching Weekend** where about 500 local school children benefit by trying one of about 20 different sports that they might not otherwise experience with tuition provided by qualified coaches.  Using a similar format, Devizes Lions also hold **Arts Coaching Days** where local school children are invited to try one of several artistic activities that they might not otherwise experience. 

The Club organises activities such as **Charity Golf Days** , **Sponsored Walks** and **Swimathons** which as well as raising money, encourage sporting activity and healthy exercise. 

2 of 4 

Devizes Lions Club (CIO) Public Benefit Statement 

Devizes Lions Club (CIO) is a Registered Charity No.1185977                                       Issue 3 January 2022 



## **Appendix 1** 

## **Charitable Objects of Devizes Lions Club** 

The Objects of the Club are such purposes as are exclusively charitable in England & Wales, including in particular: 

the advancement of citizenship by: 

   - _promoting the principles of good citizenship;_ 

   - _encouraging members to take an active interest in the civic, cultural, social and moral welfare of the community;_ 

   - _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;_ 

   - _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;_ 

   - _supporting youth to develop their skills, capacities and capabilities to enable them to participate in society as mature and responsible individuals;_ 

- 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; 

- 

   - promoting volunteering; 

- the relief of poverty and the relief of those in need in particular by providing humanitarian aid and disaster relief; 

- 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; 

- promoting for the benefit of the public the conservation protection and improvement of the physical and natural environment; and/or 

- 

- promoting community participation in healthy recreation. 

Nothing in the constitution shall authorise an application of the property of the Club for the purposes which are not charitable in accordance with section 7 of the Charities and Trustee Investment (Scotland) Act 2005 and section 2 of the Charities Act (Northern Ireland) 2008. 

3 of 4 

Devizes Lions Club (CIO) Public Benefit Statement 

Devizes Lions Club (CIO) is a Registered Charity No.1185977                                       Issue 3 January 2022 



## **Appendix 2** 

## **Lions Clubs International – Lions’ Code of Ethics** 

To Show my faith in the worthiness of my vocation by industrious application to the end that I may merit a reputation for quality of service. 

To Seek success and to demand all fair remuneration or profit as my just due, but to accept no profit or success at the price of my own self-respect lost because of unfair advantage taken or because of questionable acts on my part. 

To Remember that in building up my business it is not necessary to tear down another's; to be loyal to my clients or customers and true to myself. 

Whenever a doubt arises as to the right or ethics of my position or action towards others, to resolve such doubt against myself. 

To Hold friendship as an end and not a means. To hold that true friendship exists not on account of the service performed by one to another, but that true friendship demands nothing but accepts service in the spirit in which it is given. 

Always to bear in mind my obligations as a citizen to my nation, my state, and my community, and to give them my unswerving loyalty in word, act, and deed. To give them freely of my time, labour and means. 

To Aid others by giving my sympathy to those in distress, my aid to the weak, and my substance to the needy 

To Be Careful with my criticism and liberal with my praise; to build up and not destroy. 

4 of 4 

Devizes Lions Club (CIO) Public Benefit Statement 

Devizes Lions Club (CIO) is a Registered Charity No.1185977                                       Issue 3 January 2022 



Devlzes Llons Club ICIOI
Charlty No 1185977
CHARITY COMMISSION
FOR ENGLAND ANO WALES
Receipts and pa
ments accounts
CC16a
For the period
from
01 Jul 2021
30 June 2022
Section A Receipts and payments
Unrestricted
funds
toth0 n9aro$t
Restricted
funds
t(>tho J)p4rpst£
Admin Account
Total funds
Lastyear
¢0 the ngargSt£
to the neare$t£
to the nearest£
A1 Recei
Donalions
Fundial3lng Events
Sponsored Evenis
Sports Coathlny
GittAid from HMRC
NIA
1,437
22,286
1,437
22,286
4,8aO
17,459
557
2,087
1,428
2,SSO
Gardening incoffle
Cancelled eheques
Scarecrow lesiival
Membeig, paymEni$ InioAdmln A.1¢
Refunds from Lions District
Income fitym G4zpbo hir
90
90
98
795
795
5,428
3,416
257
44
257
44
84
39
266
Tail TwigÈ¢$ fines ort Mèmbors
HandoveT cosischarged lo Members
Refund Members
Chaiity transfer
Refund Itom So¢i*l Evsni
Lions clothing charged io Members
319
1J9
55
519
139
55
1QO
52
tota
ross Income
or
AR)
27,160
6,242
33,402
30,682
A2 As8&t and investment 8ale8.
see table .
Total receipts
27.160
6,242
33.402
30,682
A3Pa
ments
Cost Df Fundraising Events
Spotts Co¥¢hlng E*pense$
DoTralions Iiorn Sponsored Events
Donali¢n$ ￿ Indlvidual$ 8 Group$
Renlfot Store
Opèraiional Expenses
Sundries posiage
ReplatemÈni che4ues
Dues paid io LCI. MD 8 Tr5kncl
Retunds liom L￿ThI Dlsirl¢t ¥110¢8ied to
8,648
4,156
6,548
4,156
5,0$9
2,304
557
19,864
250
558
22,061
250
1.339
205
22,061
250
1,339
205
go
2,282
2J6d
2,364
144
6D
Relund of Members persoTral rllon
Handover MBobng Expen$¢s
menl
Accessott£s for Gazebos
1,180
196
950
196
950
73
90
289
289
Name b¥dggs for ¢h¥in of Offi¢0
Soeial events
Wr£aih- Briti$h Legion
50
1,9J2
50
6,961
1,932
50
41,520
50
31,54e
Sub total
34.669
A4 Atsset and Investment
Sub total
Totalpayments
34,559
6.961
41,520
31,548
Net of receipts/(payments)
A5 Transfers befv4Èen funds
A6 Cash fund$ last year Ènd
Cash funds this year end
7,399
719
8.118
886
18,725
11,326
7,256
6,S37
25.981
17.863
CCXX R1 accounts ISSI
2110212023

Section B Statement of assets and liabilities at the end of the period
Unrestricted
funds
to nearest £
Restricted
funds
to nearest £
Admin
Account
to néar*¥t£
Categories
Details
B1 Cash funds
HSBC Accoun15
11.326
Lloyds sank Accounl
0,537
rotal cash funds
11,326
6,537
12pr¢è baa￿￿$￿ 18ceipis and payments
aBcount{sll
Unrestricted
funds
to n8arost £
Restricted
funds
Admin
Account
to neare5tÈ
Details
to nearost £
Fund to whlch
a$sot bolon
Costloptlonall
Currontvalye
Details
Fund to whl¢h
a$$et ￿10￿
Admin Account
C¥rrÈntvalue
onal
Details
Gazebos
c￿t10ptIonalI
B4 Assets retained for the
charity's own use
Santa's Sleigh
Admin Account
Club Regalia
Admin Account
Fund to whlch
relates
Amount due
When due
Detai15
B5 Liabilitles
MeTnLEts' p8rsonal money In IheAdmin
Bank Account
Adtnill Attounl
1,372
On Call
Signed by one or Nvo trustees on
behalf of all Ihe Iru51ee5
Print Name
Dale of
roval
Signature
CCXX R1 accounts ISSI
2110212023

CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's report on the
accounts
Section A
Independent Examiner's Report
Report to the tru8tee81
members of
Deviz88 Lions Club (CIO)
On accounts for the yèar
ended
30 June 2022
Charlty no
Ilf any)
1185977
Set out on pages
I report to the Irustees on my examination of the accounts of the above
charlly I'the Trust,) for the year ended Jo / o ￿ / l(5
As the charily's trustees, you are responsible for the preparalbn of the
accounts kn accordan￿ wllh the requlrements of the GharSlles Act 2D11
('the Act'i.
R8sponslbllllie8 and
basls of report
I report in resF*d of my examination of the Trust's accounts carried out
under sectlon 145 of the 2011 Act and in carylng out my examination, I
have followed all the applicabl8 Dlrectlons given by the Charity Commlsslon
under 8ectlon 145{51(b) of the Act.
Independent I have completed my examinatlon. I confirm that no m8tefial matters have
examinerfs statement com8 to my attentSon In connection with the examination (other than that
dlsclosed below ') whlch gives me Gause lo believe Ihat in. any mater181
respe¢t'.
the accounting records were not kept in accordance with Section 130
of the Charities Act- or
the accounts did not accord wlth the accounting records,. or
thè accounts dld not comply with the applicable requlremenls
conGeming the form and content of accounts set out in the Charities
(Accounts and Reports) Regulations 2008 olher than any requirement
that the accounts give a ttrue and fair, view whiGh is not a matter
considered as part of an independent examination.
I have no concerns and have come across no other matters In connection
with the examination to whlch attention should be drawn in this report In
order to enabl8 a proper undei$landing of the accounts to be reached.
' Please delele the wollls in th8 brackets ifth8y do not appty.
81gned:
Date:
21_02
2023
Name:
Mrs A Cross
Relevant professional
qL¢allfficatlonls) or body
(If any):
FCCA
IER
Oct 2018

Address:
10 Malkel Place
Devizes
Wiltshire
SN101HT
Spction B
Disclosiire
Only complete if Ihe examiner needs lo highlSghl material mallers of Goncern
(see CC32. Independent examlnallon of charlty ac¢ounts- dlrectlons and
guidance for examlner81.
Glve h8r• bri￿ dotalls of
any Items that the
examlner wlshes to
disclose.
IER
Oct 2018