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2023-06-30-accounts

DEVIZES LIONS CLUB (CIO) REGISTERED CHARITY No 1185977

ANNUAL REPORT OF THE TRUSTEES AND ACCOUNTS FOR THE YEAR ENDED JUNE 30[th] , 2023

1

Trustees’ Annual Report for the period

From July 1[st] , 2022 to June 30[th] , 2023

Charity name: Devizes Lions Club (CIO)

Charity registration number: 1185977

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 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:
o
Promoting the principles of good
citizenship.
o
Encouraging members to take an active
interest in the civic, cultural, social and
moral welfare of the community.
o
Providing a forum for the open
discussion of all matters of public
interest; note that that partisan politics
and sectarian religion shall not be
debated by members.
o
Encouraging service-minded people to
serve their community without personal
reward and encouraging the promotion
of high ethical standards in commerce,

2

industry, professions, public works and
private endeavours.
o 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 mainly by preventing avoidable
blindness, assisting people with disabilities
to lead independent lives or helping to
prevent or manage health issues.
• Promoting the conservation protection and
improvement of the physical and natural
environment.
• 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

3

Investment (Scotland) Act 2005 and section 2 of
the Charities Act (Northern Ireland) 2008.
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.		 Para 1.17 and
1.19		 Devizes Lions Club raises significant funds
throughout the year from its fundraising
activities. Some of those activities raise money
for specific organisations that we consider will
benefit from a contribution to their funds. The
general funds that the Club raises through other
fundraising activities are used to provide grants
to causes and individuals within Devizes and the
surrounding areas, supporting appeals from
Lions’ Districts, Multi District, Lions Clubs
International and Lions Clubs International
Foundation.
The Club undertakes a number of community
service projects. Examples of such activities
include:
Sports’ and Arts’ Coaching Weekends
Devizes Lions believe that sports and the arts
should be accessible to everyone.
Every year since 1990, Devizes Lions has held a
Sports Coaching Weekend where, for a modest
contribution, school children are invited to try
one of about 20 different sports that they might
not otherwise have the opportunity to
experience. Tuition is all provided by qualified
coaches. Each year more than 250 children
participate and benefit from the experience.

4

The Arts’ Coaching weekend follows the same format at Sports’ Coaching. It’s a more recent innovation and runs on a smaller scale but is no less valuable for that.

Presentation Evening Towards the end of the Lions’ year the Club holds a presentation evening when we make donations to a number of organisations and charities that operate within the Devizes area. These are selected following a rigorous appraisal to determine those that will benefit most from the donations. We also make grants to those Lions’ projects in the UK and overseas that we considers will most benefit from our contributions. This year a total of over £11,000 was donated to 30+ local groups. Donations to Individuals and Groups We receive requests 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 are subject to the funds available. Carol Float Each year, Devizes Lions tour the town with a float carrying a cheery Santa, lights and music.

5

The public is able to follow Santa's route each evening in real-time via our Facebook Page. The float is one of our major sources of income each year but it is also an important event for Devizes. As well as the touring float, we have one day collecting in the Brittox and a couple at local supermarkets. Golf Day This is a joint event whereby we join with Devizes Rotary to present an event enjoyed by dozens of golfers. It’s also a decent fundraiser and the money raised goes to a local charity or group that is chosen by both service clubs. Lions on the Green This is a Classic Cars and Family Fun Day which is held on Devizes Large Green. There are lots of lovely classic cars, stalls and things for the children to enjoy. We are reliant on the weather but this has become one of our major sources of income. Public Collections Devizes Lions Club supports other organisations’ fundraising activities by holding collections for organisations such as Marie Curie Cancer Care, BBC Children in Need and British Legion Poppy

6

selling. We also holds public collections on an ad
hoc basis 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 an
individual in fridges where it can easily be found
by emergency services.
Devizes Lions provides this service in Devizes
and the surrounding areas by purchasing,
delivering and maintaining the stock of bottles in
doctors’ surgeries, libraries, pharmacies, and
other venues in the area.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 The Trustees are aware of the Charity
Commission guidance on public benefit and we
take that into account when we make a decision
where the guidance is relevant.
The Club’s Public Benefit Statement can be
accessed on line atwww.devizeslions.org.uk and
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
which is published on line at

7

www.devizelions.org.ukand is attached as an
appendix to this Report.
Policy on social investment
including program related
investment		 Para 1.38
Contribution made by
volunteers		 Para 1.38 To run its fundraising events and service
activities, the Charity relies almost
exclusively on the contribution made by the
voluntary efforts of Lions, friends, family and
(increasingly) volunteers drawn from the
general public.
Other

8

Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to the
circumstances of its
beneficiaries and any wider
benefits to society as a whole.		 Para 1.20 The Club has raised funds through fundraising
events including i_nter alia_, a Carol Float, a Golf
Day, Lions on the Green and Public Collections.
The Club has undertaken a number of
community service projects and provided grants
that benefit deserving causes and individuals
within Devizes and the surrounding areas,
supporting appeals from Lions’ Districts, Multi
District, Lions Clubs International and Lions
Clubs International Foundation.
Examples include:
Sports and Arts Coaching Weekends
As discussed above
Presentation Evening
Towards the end of the Lions’ year Devizes Lions
hold a presentation evening when cheques are
presented to about 30 organisations and
charities that operate within the Devizes area.
These have been selected following a rigorous
appraisal to determine those that will benefit
most from the donations. At the same time
grants are made to those Lions’ projects in the
UK and overseas that it considers will most
benefit from our contributions. This event
enables recipients of our donations to publicise
their charitable activities.

9

Donations to Individuals and Groups Requests are received throughout the year from local individuals, families, support services, 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.

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

Achievements against Para 1.41 objectives set Performance of fundraising activities against objectives Para 1.41 set

10

Investment performance
against objectives		 Para 1.41
Other

11

Financial Review

Review of the charity’s
financial position at the end
of the period		 Para 1.21 Trustees consider that the charity remains in a
strong financial position but note that the club is
increasingly reliant on a small number of events.
A drop in income would not compromise the
future of the club in itself but it would affect our
mainpurpose – helpingothers.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 The Trustees have a reserves policy to try to
ensure that sufficient funds are retained to
cover fluctuations in income in the year. As
mentioned in para 1.21, we note that a
significant part of the clubs’ income is obtained
from a small number of fundraising Events.
The Trustees consider the financial risk when
planning future events and make the necessary
reserves to cover the worst financial outcome.
Amount of reserves held Para 1.22 £10,080.
Reasons for holding zero
reserves		 Para 1.22 N/A
Details of fund materially in
deficit		 Para 1.24 N/A
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 N/A

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

The Club’s fundraising activities are set out above and more extensive details can be found

12

The charity’s principal
sources of funds (including
any fundraising)		 Para 1.47 on the Projects Page of our website at
www.devzeslions.org.uk
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46
A description of the principal
risks facing the charity		 Para 1.46 Recruiting and retaining sufficient members to
carry out our activities.
Members Admin Account Para 1.48 The Club's Members Admin Account holds the
monies belonging to the members and used for
payment of national and international
membership dues, social events, Club
paraphernalia and general administration. It is
managed separately from the Charity account
which is used for monies raised from the public
for charitablepurposes.

13

Structure, Governance and Management

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

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

Policies and procedures adopted for the induction and Para 1.51 training of trustees

14

The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51 Devizes Lions Club (CIO) is an independent
member of Lions Club International, the world’s
largest service club organisation, established in
the USA in 1917.
Relationship with any related
parties		 Para 1.51
Other

Reference and Administrative details

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

15

Names of the charity trustees who manage the charity

1
2
3
4
5
6

1
2
3
4
5
6
7
8		 Trustee name Office (if any) Dates acted if not for whole
**year **		 Name of person (or body) entitled
to appoint trustee (ifany)
Trustees for Lionsyear 1st July 2022 to 30 June 2023
AndyTrotter President
Peter Blockley Secretary
Roger Stratton CharityTreasurer
Debbie Wilson 1stVice President
Jerry King Welfare Committee
Chair
Robert
Postlethwaite		 Activities 1
Committee Chair
Trustees for Lions year 1st July 2023 to 30 June 2024
Debbie Wilson President
JerryKing Secretary
Donald Jones CharityTreasurer
Christoper Ellis 1stVice President &
Social Committee
Chair
Tony Scorer & Jo
Sheppard		 Welfare Committee
Chair
Andy Wilson Activities Committee
Chair
Carol Rendell Member’s Trustee
AndySheppard MembershipOfficer

16

– 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

17

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)

----- Start of picture text -----
Type of Name Address
adviser
Name of chief executive or names of senior staff members (Optional information)
----- End of picture text -----

18

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

----- Start of picture text -----
Signature(s)
Full name(s) Roger Stratton Andrew Trotter
Position (eg Secretary,
President 2022 - 2023
Chair, etc) [Treasurer ]
Date
18/11/2024
----- End of picture text -----

19

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.

20

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 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.

21

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 .

22

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.

23

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:

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.

24

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:

25

3. Principles

In awarding grants, the Trustees will apply the following principles:

26

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:

5. Assessment Process

27

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.

28

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 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.

29

Charity Name No (if any) Devizes Lions Club (CIO) 1185977 Receipts and payments accounts CC16a Period start date Period end date For the period To from 01/07/2022 30/06/2023

Section A Receipts and payments Section A Receipts and payments Section A Receipts and payments Restricted
funds
to the nearest £		 Restricted
funds
to the nearest £		 Members
Admin
Account
to the nearest £
7,210
40
44
50
2,000
-
-
263
19		 Members
Admin
Account
to the nearest £
7,210
40
44
50
2,000
-
-
263
19		 Total funds
to the nearest £
26,973
1,898
3,755
171
-
-
90
1,880
7,210
40
44
50
2,000
-
-
263
19
4
A1 Receipts Unrestricted
funds
to the nearest
£
26,973
1,898
3,755
171
-
-
90
1,880		 Last year
to the nearest £
Other Fund-Raising Events 26,973 26,973 22,286
Donations 1,898 1,898 1,437
Sports Coaching 3,755 3,755 2,550
Interest 171 171 2
Gardening income - - 90
Scarecrow Festival - - 795
Members Accounts 90 90 -
Gift Aid 1,880 1,880 -
Members payments into Admin A/C 7,210 7,210 5,428
Income from Gazebo hire 40 40 257
Insurance element relating to Fundraising 44 44 44
Refund faulty goods 50 50 -
Paid in error 2,000 2,000 -
Refund new members - - 319
Refund social event - - 55
Social events 263 263 -
Charity transfer 19 19 139
Paymentforgoods 4 4 -

30

34,767 - 9,630 44,397 33,402
Sub total(Gross income for AR)
A2 Asset and investment sales, (see
table).
-
- - -
-
- - - -
Sub total
-		 - - - -
Total receipts 34,767 - 9,630 44,397 41,520
A3 Payments
Donations to Individuals and Groups 18,647 18,647 22,061
Expenses on Fund Raising Events 9,458 9,458 6,548
Sports Coaching Expenses 5,061 5,061 4,156
Rent for Store 250 250 250
Operational expenses 1,560 1,560 1,339
Sundries 1,037 1,037 205
Dues paid to LCI, MD & District 2,800 2,800 2,364
Refunds from member’s personal money 2,150 2,150 1,180
Handover Meeting expenses 13 13 196
Lions clothing and equipment 859 859 950
Charity transfer 114 114 289
Social events 3,185 3,185 1,932
Wreath – British Legion 50 50 50
Sub total 36,013 - 9,171 45,184 41,520

A4 Asset and investment purchases, (see table)

31

- - - -
Sub total
- - - - -
Total payments 36,013 - 9,171 45,184 41,520
Net of receipts/(payments) 1,246 - 459 -787 8,118
A5 Transfers between funds
- - - - -
A6 Cash funds last year end 11,326 - 6,537 17,863 -
Cash funds this year end 10,080 - 6,997 17,077 -

Section B Statement of assets and liabilities at the end of the period

Categories

B1 Cash funds

B2 Other monetary assets

Details
HSBC Accounts
Lloyds Bank Account
Total cash funds
(agree balances with receipts and payments
account(s))
Details		 Unrestricted
funds
to nearest £
10,080
-
10,080
Agreement Error
Unrestricted
funds
to nearest £
-		 Restricted
funds
to nearest £
-
-
-
-
OK
Restricted
funds
to nearest £
-		 Members
Admin
Account
to nearest £
-
6,997
-
6,997
OK
Endowment
funds
o nearest £
- - -

32

B3 Investment assets

B4 Assets retained for the charity’s own use

B5 Liabilities

Signed by one or two trustees on behalf of all the trustees

Details
Gazebos
Santa’s Sleigh
Club Regalia		 Fund to which
asset belongs
Members Admin
Account
Members Admin
Account
Members Admin
Account		 Cost (optional)
-
-
-
-		 Current value
(optional)
Gazebos Members Admin
Account		 - -
Santa’s Sleigh Members Admin
Account		 - -
Club Regalia Members Admin
Account		 - -
- -
Fund to which
asset belongs
Fund to which
liability relates
MembersAdmin
Account		 Cost (optional)
-
Amount due
(optional)
1,589
-
-
-
-		 Current value
(optional)
-
When due
(optional)
MembersAdmin
Account		 1,589 On call
-
-
-
-

Details

Details

Members personal money in the Admin bank account

Date of Print Name approval Roger Stratton 18/11/2024 Andrew Trotter 18/11/2024

Signature

33

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Charity Name No (if any) Devizes Lions Club (CIO) 1185977 Receipts and payments accounts CC16a For the period Period start date Period end date To from 7/1/2022 6/30/2023

Section A Receipts and payments

Section A Receipts and payments
to the nearest £
A1 Receipts
Other Fund RaisingEvents
26,973
Donations
1,898
Sports Coaching
3,755
Interest
171
Members Accounts
90
Gift Aid
1,880
-
34,767
-
-
Sub total-
Total receipts 34,767
A3 Payments
Donations to Individuals and Groups
18,647
Expenses on Fund RaisingEvents
9,458
Sports CoachingExpenses
5,061
Rent for Store
250
Operational expenses
1,560
Sundries
1,037
-
-
-
Sub total 36,013
-
-
Sub total -
Total payments 36,013
Net of receipts/(payments) - 1,246
A5 Transfers between funds
-
A6 Cash funds last year end
11,326
Cash funds this year end 10,080
Unrestricted
funds
Sub total(Gross income for AR)
A2 Asset and investment sales,
(see table).
A4 Asset and investment
purchases, (see table)		 Restricted funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 to the nearest £
Endowment
funds		 Total funds
to the nearest £
26,973
1,898
3,755
171
90
1,880
-
34,767
-
-
-
34,767
18,647
9,458
5,061
250
1,560
1,037
-
-
-
36,013
-
-
-
36,013
- 1,246
-
11,326
10,080		 Last year
to the nearest £
-
-
-
-
-
-
-
-		 26,973 -
1,898 -
3,755 -
171 -
90 -
1,880 -
- -
34,767 -
-
-
-		 -
- -
- -
- 34,767 -
-
-
-
-
-
-
-
-
-
-		 18,647 -
9,458 -
5,061 -
250 -
1,560 -
1,037 -
- -
- -
- -
36,013 -
-
-
-		 -
-
- -
- 36,013 -
- -
-
-
-		 - 1,246 -
- - -
- 11,326 -
- 10,080 -

Section B Statement of assets and liabilities at the end of the period

Categories
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B5 Liabilities
B4 Assets retained for the
charity’s own use
Signed by one or two trustees on
behalf of all the trustees		 Details
Details
Details
Details
Details
Signature
Total cash funds
(agree balances with receipts and payments
account(s))		 Restricted funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
Agreement Error
OK
Restricted funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Print Name
Unrestricted
funds
Unrestricted
funds
Fund to which asset
belongs
Fund to which asset
belongs
Fund to which
liability relates
Amount due
(optional)		 to nearest £
Endowment
funds
-
-
-
-
OK
to nearest £
Endowment
funds
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval

(HARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees Devizes Lions Club (CIO) On accounts for the year ended 30 June 2023 Charlty no lif any) 1185977 Set out on pages I report lo the truslees on my examination of the accounts of the above harily {"the Trust ) for the year ended 3010612023. Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 {"the Act'}. I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying oul my examination, I have followed all Ihe applicable Direclions given by the Charity Commission under section 14515)(bl of the Act. Independent rrhe charity's gross income ex￿eded £250,000 and l am qualified to examiner's statement undertake the examination by being a qualified member of lins8rt name of applicable listed bodyll Delete I l if not applicable. I have completed my examination. I confirm that no material matters have come lo my attention in connection with the examination lolher than that disclosed below ') which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charities Act., or Ihe accounts did nol accord with the accounting records., or the accounts did not comply with the applicable requirements oncerning the form and content of accounts sel out in the Charities (Accounts and Reports} Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a rnatler onsidered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete the wo￿$ the braGk8ts if they do not apply. Signed: Date: 2 September 2024 Name: Mrs Alison Cross Relevant professional qualificationlsl or body {if any): FCCA IER Oct 2018

Address: 10 Market Place Devizes Willshire, SN10 1 HT Section B Disclosure Only complete if the examiner needs to highlight material nialters ol concerii {see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brlef detalls of any items that the examinerwishes to dlsclose. IER Oct 2018