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2024-06-30-accounts

DEVIZES LIONS CLUB (CIO)

REGISTERED CHARITY No 1185977

ANNUAL REPORT OF THE TRUSTEES AND ACCOUNTS

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FOR THE YEAR ENDED JUNE 30th, 2024

Trustees’ Annual Report for the period

From July 1[st] , 2023 to June 30[th] , 2024

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 partcular:

the advancement of citzenship by:
o
Promotng the principles of good
citzenship.
o
Encouraging members to take an actve
interest in the civic, cultural, social and
moral welfare of the community.
o
Providing a forum for the open
discussion of maters of public interest;
note that thatpartsanpolitcs and

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healthy recreaton.
Nothing in the consttuton shall authorise an
applicaton of the property of the Club for the
purposes which are not charitable in accordance
with secton 7 of the Charites and Trustee
Investment (Scotland) Act 2005 and secton 2 of
the Charites 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 signifcant funds
throughout the year from its fundraising
actvites. Some of those actvites raise money
for specifc organisatons that we consider will
beneft from such a contributon. The club uses
general funds that we raise through other
fundraising actvites to provide grants to causes
and individuals local to Devizes. We support
appeals from Lions’ Districts, Mult District, Lions
Clubs Internatonal and Lions Clubs Internatonal
Foundaton.
The Club undertakes several community service
projects. Examples of such actvites 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
contributon, local schoolchildren are invited to
try one of about 20 diferent sports that they
might not otherwise have the opportunityto

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experience. Tuition is all provided by qualified coaches. Each year around 250 children take part.

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 consider will most benefit from our contributions. This year we gave circa £9,000 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. We review those requests against our Grant Making Policy the funds available.

Carol Float

Each year, Devizes Lions tour the town with a

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float carrying a cheery Santa, lights and music. The public can 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 a few ‘static’ collections in the street or at supermarkets.

Golf Day

This is a joint event where 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 we hold on Devizes Large Green. There are lots of cars, stalls and things for 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 selling. We also hold public collections on an ad hoc basis to raise funds to help alleviate the

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efects of natonal and internatonal disasters.
Message in a Botle
The purpose of Message in a Botle is to place a
plastc botle containing contact details and
informaton 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 botles 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 beneft, and we
take that into account when we decide where
the guidance is relevant.
The Club’s Public Beneft Statement can be
accessed online atwww.devizeslions.org.uk
and
is atached 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
www.devizelions.org.uk
and is atached as an
appendix to this Report.

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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
actvites, the Charity relies almost exclusively on
the contributon made by the voluntary eforts
of Lions, friends, family and (increasingly)
helpers drawn from the general public.
Other

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Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identfying the diference the
charity’s work has made to the
circumstances of its
benefciaries and any wider
benefts to society as a whole.		 Para 1.20 The Club has raised funds through fundraising
events including inter alia, a Carol Float, a Golf
Day, Lions on the Green and Public Collectons.
The Club has undertaken a number of
community service projects and provided grants
that beneft deserving causes and individuals
within Devizes and the surrounding areas,
supportng appeals from Lions’ Districts, Mult
District, Lions Clubs Internatonal and Lions
Clubs Internatonal Foundaton.
Examples include:
Sports and Arts Coaching Weekends
As discussed above
Presentaton Evening
As discussed above
Donatons to Individuals and Groups
As discussed above

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

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Para 1.41 Achievements against objectives set Performance of fundraising activities against objectives Para 1.41 set Investment performance Para 1.41 against objectives Other

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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 fnancial positon 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 but it would afect our main
purpose – 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 sufcient funds are retained to
cover fuctuatons in income in the year. As
mentoned in para 1.21, we note that the club
obtains a signifcant part of its income from a
small number of fundraising Events.
The Trustees consider the fnancial risk when
planning future events and make the necessary
reserves to cover the worst fnancial outcome.
Amount of reserves held Para 1.22 £8,363.37.
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

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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 Recruitng and retaining sufcient members to
carry out our actvites.
Other

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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) Consttuton 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 Organisaton
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 selectng Trustees are set out in
Secton 14 of the Consttuton and By-Law 5 of
The By-Laws of Devizes Lions Club (CIO) Issue 1
dated January 2020.
Club Members elected Trustees annually with
the term of ofce running for a year from 1stJuly
to 30thJune. New or additonal Trustees are
appointed by the Club Members or the Charity
Trustees at any tme and with the term of Ofce
running for the rest of that Lions’ year.

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 Devizes Lions Club (CIO) is an independent

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The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51 member of Lions Club Internatonal, the world’s
largest service club organisaton, 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

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Charity’s principal address Nursteed Community Centre
Nursteed Road
Devizes
SN10 3AF

Names of the charity trustees who manage the charity

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2
3
4
5
6
7
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1
2
3		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee (ifany)
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
Trustees for Lionsyear 1st July 2024 to 30 June 2025
Christopher Ellis President
JerryKing Secretary
Donald Jones CharityTreasurer

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4
5
6
7
8		 Andy Wilson 1stVice President &
Activities Committee
Chair
Debbie Wilson Welfare Committee
Chair
Jo Sheppard Social Committee
Chair
AndySheppard MembershipOfficer
Ian Cooper Members’ Director

– 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

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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)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

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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) Donald Jones
Debbie Wilson
Position (eg Secretary,
Treasurer President
Chair, etc)
Date
15/04/2025
----- End of picture text -----

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Charity Name No (if any)
Devizes Lions Club (CIO) 1185977
Charity Name
Devizes Lions Club (CIO)		 No (if any)
1185977
Receipts and payments accounts
For the period
from		 Period start date
01/07/2023		 To Period end date
30/06/2024

CC16a

Section A Receipts and payments

A1 Receipts Unrestricted
funds
to the nearest
£
23,624
640
6,871
541
171
14
1,660
1,001
34,522		 Restricted
funds
to the nearest £
-		 Members
Admin
Account
to the nearest £
8,380
190
44
-
1,650
-
-
10,264		 Total funds
to the nearest £
23,624
640
6,871
541
171
8,394
1,660
1,001
150
44
-
1,650
-
44,796		 Last year
to the nearest £
Other Fund-Raising Events 23,624 23,624 26,973
Donations 640 640 1,898
Sports Coaching 6,871 6,871 3,755
Arts Coaching 541 541 -
Interest 171 171 171
Members Accounts 14 8,380 8,394 7,301
Sponsored Walk 1,660 1,660 -
Gift Aid 1,001 1,001 1,880
Income from Gazebo hire 190 150 40
Insurance element relating to Fundraising 44 44 44
Refund faulty goods - - 50
Social events 1,650 1,650 264
Charity transfer - - 20
Payment for goods - 4

Sub total(Gross income for AR)		 34,522 - 10,264 44,796 42,400

A2 Asset and investment sales, (see table).

- Trailer Sub total - - - Total receipts 34,522 - 10,264 44,786 42,400

A3 Payments

A3 Payments

Donations to Individuals and Groups		 20,526
~~dental \ Non Personal Data~~
Expenses on Fund Raising Events		 5,897
Sports Coaching Expenses 6,195

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20,526 18,647
5,897 9,458
6,195 5,061

CHARITY COMMISSION FOR ENGIAND ANO WALES Devlxes Llons Club ICIOI 1185977 Recei ts and ments accounts CC16a For the perlod from To 0110712023 30106r2024 Section A Receipts and payments L+nre5tricted funds Restricted funds Admln Account Total fLtnds Lasl year to tho noaro81 to the nèarpst £ to the noarest £ to the nearestE to the n•artst£ A1 Recel ts Other Fund Raising Ewls Donations Sports Coaching Arts CO￿h1n9 Inierest Metnbers Accounts Sponstyed Walk GiftAKJ Tent hire Insurance element rdallng lo fundraislng Retund faulty go￿15 Charity transfer Sotyal Events Paymentfor goods tota 23,624 640 6,871 541 171 14 1,660 1.001 23.624 640 6.871 541 26,973 1.698 3,755 171 7,301 B.380 B,394 .660 1,001 190 44 1,680 40 44 so 20 264 190 I,eso 1.650 mss income or AR) 34,522 10,264 44,786 42,400 sset an see table nvestment sa es, ota 34,522 0,264 44,786 42,400 A3Pa ments Oonalions lo Individuals and Grou Exppnses on Fund Raising Events Spots Coaching Expenses Arts Coachino Expènses Renl for Store OpergliDn¥l e¥penses ndries Sponsored Walk Dues paid lo LCI. MD & Diskn¢t Refunds fram Lions Disirith allo¢atsd to Memberg Refund ol Memberts paisonal Handover Meeling Ex￿nSeS Lions Clolhing and eq￿pment Chatitytiansf8r Socigl evenis Wreath- Brlllsh Legion Presrdenis allowance To otherclubs 20,526 S.897 6,195 374 20.526 5,B97 $,195 374 18,64T 9,458 5,061 250 1,560 I,OJT 1,069 159 2,015 1,069 159 2,018 3.258 3.258 2,800 150 116 952 403 98 5,077 116 9S2 403 98 5,077 13 859 3.18s 50 308 90 308 90 Sub total 36,23S 10,302 46,537 43,184 A4 A888t and Invèstmènt Sub total 36.235 10.302 46,637 43,184 Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year en(1 Cash funds this year end CCXX R1 accounts ISSI 1.713 38 1,751 784 10,077 8,364 6.997 6.959 7,074 15,323 17.863 17.079 fidentwllNDn PersDnal D&t4 11104r2025

Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nearest £ Restricteil funds to rtt•re$t£ Admin Account to nearest E Categorles Detalls B1 Cash funds HSBC Current Accounl 64 HSBC SponsDred Walk A￿nt 8,300 HSBC Dewsil Account LloydsAdmin A¢tt￿nt 6,959 Total cash funds 8,364 6,959 lagtEe b￿￿￿¢S￿lh i#celpt$and yymenls ¢wtht{$ll Unrestrl¢ted funds to nearest £ Restricted funds to nearest £ Admln Account to nearest£ Details NIA Fund towhieh asset belon Currentvaluo Details NIA OSI loptlonall B3 Investment assets Fund to which asset bèlon Details NIA Cost lopllonall Currantvalue B4 Assets retained for tho charity's own use Fund to vihl¢h rolates Amount du• tk¥nal When due tfjonal Details NIA B5 Liabilities Syned by on? or truste88 On behalf of all the Iruslees Signature Print Name Date of roval CCXX R2 accoun15 ISSI .CoDfidEnlLIllNDnPetSfthl Data 1110412025

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Repoit Report to the trustees Devizes Lions Club (CIO) On accounts for the year ended 30 June 2024 Charity no lif any) 1185977 Sot out on pages I report lo the trustees on my examinalion of the accoun1$ of the above charity {"Ihe Trust") for the year ended 3010612024 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 Ihe Charities Act 2011 {"the Act'i- I report in respect of my examination of the Trust's accounts caTrled out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145{5)(bl of the Act. Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examinalion which gives me cause to believe that in, any material respecl.. the accounting records were not kept in accordance with section 130 of the Charities Act.. or the accounts did not accord with the accounting records., or the accounts did not comply with the applicable requirements con￿rning the form and content of accounls set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement Ihal the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I have no cOn￿rnS 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. Signed: Date: 10 April 2025 Namo: Mrs Alison Cross Relevant profe$$lonal qualificationls) or body lif any}: FCCA Address: 10 Market Pla Devizes Wiltshire, SN10 1 HT IER Oct 2018