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: - _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. 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: - - 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. 25 - 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, re-cycling and initiatives that enhance or protect the environment. - 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. 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: - 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. - 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. 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 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. 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**
Members**Admin**
**Account**|**Cost (optional)**
**-**
**Amount due**
**(optional)**
**1,589**
**-**
**-**
**-**
**-**|**Current value**
**(optional)**| |---|---|---| |||**-**| |||**When due**
**(optional)**| |Members**Admin**
**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 I CO￿$5* ANII I1￿115 Ind•p•nd•nt •xamlM¢• r•port on th• accounta 1Q lj¥kei P￿* De¥ Wttjthrn. 8NIO IIIT i￿￿pU￿￿•m R•port (CIO) JDJw•2023 Chwlty Tr Y •￿• IhAtth• l my rir*kn> I r•ratiD clmy•XaiThr4M￿Tr rl f4s411￿201 1 Aa I loky*￿ 41 Dyg¢WOM Ov•DtyID•CMWtyComiwn IW8Xbl clm• knd•p•Trdwrt 51h• cWIy'1g￿￿ kn¢Om••*•ldWYf1￿ODD￿lll l WAln•O •x•miMf• •t•l•m•rt •ximinabtn hy ￿rg4 q￿TrA￿ L¥I41• IQW•¥•m¥ oltr•cNvnwAtt Drl r* bD OÉt2011 34 IEA Oet 2018 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