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2025-06-30-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, 2025

Trustees’ Annual Report for the period

From July 1[st] , 2024 to June 30[th] , 2025

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.
Since 1990, Devizes Lions has run a Sports
Coaching Weekend where, for a modest
contributon, local schoolchildren take part in a
sport or actvity that they might not tried before.
Tuiton is allprovided by qualifed coaches. Each

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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 more than 20 local groups shared around £9k

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 and the funds we have available.

Carol Float

Each year, Devizes Lions tour the town with a float carrying a cheery Father Christmas, lights and music. The public can follow our route each evening in real-time via our Facebook Page.

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The float is one of our major sources of income and it is also an important event for Devizes. We rely increasingly on volunteers from outside the club to make this event happen.

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 vintage vehicles, stalls and things for children to enjoy. We rely on on the weather, but this has become one of our major sources of income.

Bingo

We run a bingo evening most months. They’re public events with prizes.

Public Collections

Devizes Lions Club supports other charities’ 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

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hoc basis to raise funds to help alleviate the
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 a person’s medical needs in
their fridge 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
found atwww.devizeslions.org.uk

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 available atwww.devizelions.org.uk
Policy on social investment
including program related		 Para 1.38

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investment
Contribution made by
volunteers		 Para 1.38 To run our 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 widerpublic.
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

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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 See CC016A below
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

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Additional information

Para 1.47 The Club’s fundraising actvites are set out
above and more details can be found 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 facingthe charity		 Para 1.46 Recruitng and retaining sufcient members to
carryout 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 in
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 4
dated May 2023.
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.

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Additional information (optional)

Policies and procedures
adopted for the induction and
training of trustees		 Para 1.51
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 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
Charity’s principal address Nursteed Community Centre
Nursteed Road
Devizes
SN10 3AF

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Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
1
2
3
4		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body)
entitled to appoint trustee (if
any)
Trustees for Lions year 1st July 2024 to 30 June 2025
Christopher Ellis President
Jerry King Secretary
Donald Jones Charity Treasurer
Andy Wilson 1stVice President &
Activities Committee
Chair
Debbie Wilson Welfare Committee
Chair
Jo Sheppard Social Committee
Chair
Andy Sheppard Membership Officer
Ian Cooper Members’ Director
Trustees for Lions year 1st July 2025 to 30 June 2026
Andy Wilson President
Ian Cooper Secretary
Donald Jones Charity Treasurer
Andy Sheppard 1stVice President &
MembershipOfficer

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5
6
7
8		 Roger Stratton Welfare Committee
Chair
Christopher Ellis Social Committee
Chair
Andy Trotter Activities Committee
Chair
Vickie Wolf 2ndVice President

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

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and

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segregation of such assets from the charity’s own assets

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

Other optional information

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Declarations

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

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Donald Jones Christopher Ellis Position (eg Secretary, Treasurer President (2024-25) Chair, etc) Date 24/03/2026

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Charity Name No (if any)
Devizes Lions Club (CIO) 1185977
Receipts andpayments accounts CC16a
For the period
from		 Period start date
01/07/2024		 To
Period end date
30/06/2025
Section A Receipts and payments Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest
£
24,210
2,516
3,614
1,739
5,535
2,803
150
40,566		 Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-		 Member
funds
to the nearest £
-
-
-
-
-
-
8,430
-
3
8,432		 Total funds
to the nearest £
24,210
2,516
3,614
1,739
5,535
-
8,430
2,803
153
48,999		 Last year
to the nearest £
Other Fund Raising Events 24,210 - - 24,210 23,358
Donations 2,516 - - 2,516 640
Sports Coaching 3,614 - - 3,614 6,871
Arts Coaching 1,739 - - 1,739 541
Sponsored Walk 5,535 - - 5,535 1,660
Sale of goods - - - 266
Members Accounts - 8,430 8,430 14
Gift Aid 2,803 - - 2,803 1,001
Interest 150 - 3 153 171
Sub total(Gross income for AR) 40,566 - 8,432 48,999 34,522

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A2 Asset and investment sales,
(see table).
-
- - - -
-
Sub total - - - -
40,56 34,52
Total receipts 6 - 8,432 48,999 2
A3 Payments
Donations to Individuals and Groups
13,154 - - 13,154 20,526
Expenses on Fund Raising Events
8,097 - - 8,097 5,897
Sports Coaching Expenses
5,624 - - 5,624 6,195
Arts Coaching Expenses
1,300 - - 1,300 374
Rent for Store - - -
Operational expenses
2,573 - - 2,573 1,069
Sundries
364 - - 364 159
Sponsored Walk
5,595 - - 5,595 2,015
Subscriptions, social, etc.
- 8,329 8,329 10,302
Sub total
36,707 - 8,329 45,035 46,537
A4 Asset and investment
purchases,(see table)		 -
-
-		 -
-
-		 -
-
-
- - - -
- - - -
Sub total - - - - -

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Total payments 36,70
7		 - 8,329 45,035 46,53
7
Net of receipts/(payments) 3,860 - 103 3,963 -
12,015
A5 Transfers between funds - - - - -
A6 Cash funds last year end 15,43
5 - - 15,435 -
Cash funds this year end 19,29
5		 - 103 19,398 -
12,015

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

Categories
nds		 Details
Charity current a/c (Co-op)
Charity deposit a/c (Co-op)
Charity current a/c (HSBC)
Charity deposit a/c (HSBC)
Members' current a/c (Lloyds)
Members' deposit a/c (Lloyds)
Total cash funds
(agree balances with receipts and payments
account(s))		 Unrestricted
funds
to nearest £
1,361
10,712
161
0
558
6,503
19,295
OK
Unrestricted
funds		 Restricted
funds
to nearest £
-
-
-
-
-
OK
Restricted
funds		 Endowment
funds
to nearest £
-
-
-
-
-
OK
Endowment
funds

B1 Cash funds

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B2 Other monetary assets

B3 Investment assets

B4 Assets retained for the charity’s own use

B5 Liabilities

Details
Details
Details
Gazebos
Trailer modified to be Father Christmas’s
sleigh
Collecting accoutrements (buckets, card
readers, etc.)
President’s chain of office, regalia
Details		 to nearest £
-
-
-
-
-
-
Fund to which
asset belongs
Fund to which
asset belongs
Admin
Charity
Charity
Admin
Fund to which
liability relates		 to nearest £
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
-
-
-
-
Amount due
(optional)
-		 to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
When due
(optional)
-

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

Signature Print Name Date of
approval

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Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ members of

Charity Name

Devizes Lions Club (CIO)

On accounts for the year ended

30/06/2025 1185977

Charity no (if any)

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Set out on pages

(remember to include the page numbers of additional sheets)

Responsibilities and basis of report

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30 / 06 / 2025 .

As the charity trustees of the Trust, 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 out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:

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I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed:

Date:

13/04/2026

Name:

Susan Lauder

Relevant professional qualification(s) or body (if any):

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Address:

14 Oamaru Way

Devizes

SN10 3DT

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

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