
## 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<br>the charity as set out in its<br>governing document|Para 1.17|**Charitable Objects of Devizes Lions Club**<br>The Objects of the Club are such purposes as are<br>exclusively charitable in England & Wales,<br>including in partcular:<br><br>the advancement of citzenship by:<br>`o`<br>Promotng the principles of good<br>citzenship.<br>`o`<br>Encouraging members to take an actve<br>interest in the civic, cultural, social and<br>moral welfare of the community.<br>`o`<br>Providing a forum for the open<br>discussion of maters of public interest;<br>note that thatpartsanpolitcs and|



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- sectarian religion shall not be debated by members. 

- `o` Encouraging service-minded people to serve their community without personal reward and promoting high ethical standards in commerce, 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 collective 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. This includes 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 

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|||healthy recreaton.<br>Nothing in the consttuton shall authorise an<br>applicaton of the property of the Club for the<br>purposes which are not charitable in accordance<br>with secton 7 of the Charites and Trustee<br>Investment (Scotland) Act 2005 and secton 2 of<br>the Charites Act (Northern Ireland) 2008.|
|---|---|---|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|Devizes Lions Club raises signifcant funds<br>throughout the year from its fundraising<br>actvites. Some of those actvites raise money<br>for specifc organisatons that we consider will<br>beneft from such a contributon. The club uses<br>general funds that we raise through other<br>fundraising actvites to provide grants to causes<br>and individuals local to Devizes. We support<br>appeals from Lions’ Districts, Mult District, Lions<br>Clubs Internatonal and Lions Clubs Internatonal<br>Foundaton.<br>The Club undertakes several community service<br>projects. Examples of such actvites include:<br>**Sports’ and Arts’ Coaching Weekends**<br>Devizes Lions believe that sports and the arts<br>should be accessible to everyone.<br>Since 1990, Devizes Lions has run a Sports<br>Coaching Weekend where, for a modest<br>contributon, local schoolchildren take part in a<br>sport or actvity that they might not tried before.<br>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<br>efects of natonal and internatonal disasters.<br>**Message in a Botle**<br>The purpose of Message in a Botle is to place a<br>plastc botle containing contact details and<br>informaton about a person’s medical needs in<br>their fridge where it can easily be found by<br>emergency services.<br>Devizes Lions provides this service in Devizes<br>and the surrounding areas by purchasing,<br>delivering and maintaining the stock of botles in<br>doctors’ surgeries, libraries, pharmacies, and<br>other venues in the area.|
|---|---|---|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The Trustees are aware of the Charity<br>Commission guidance on public beneft, and we<br>take that into account when we decide where<br>the guidance is relevant.<br>The Club’s Public Beneft Statement can be<br>found atwww.devizeslions.org.uk|



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

||<br>SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38|The Club has adopted a Grant Making Policy<br>which is available atwww.devizelions.org.uk|
|Policy on social investment<br>including program related|Para 1.38||



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|investment|||
|---|---|---|
|Contribution made by<br>volunteers|Para 1.38|To run our fundraising events and service<br>actvites, the Charity relies almost exclusively on<br>the contributon made by the voluntary eforts<br>of Lions, friends, family and (increasingly)<br>helpers drawn from the widerpublic.|
|Other|||



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## **Achievements and Performance** 

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



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## **Financial Review** 

|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|Trustees consider that the charity remains in a<br>strong fnancial positon but note that the club is<br>increasingly reliant on a small number of events.<br>A drop in income would not compromise the<br>future of the club but it would afect our main<br>purpose – helpingothers.|
|---|---|---|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|The Trustees have a reserves policy to try to<br>ensure that sufcient funds are retained to<br>cover fuctuatons in income in the year. As<br>mentoned in para 1.21, we note that the club<br>obtains a signifcant part of its income from a<br>small number of fundraising Events.<br>The Trustees consider the fnancial risk when<br>planning future events and make the necessary<br>reserves to cover the worst fnancial outcome.|
|Amount of reserves held|Para 1.22|See CC016A below|
|Reasons for holding zero<br>reserves|Para 1.22|N/A|
|Details of fund materially in<br>deficit|Para 1.24|N/A|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|N/A|



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## **Additional information** 

||Para 1.47|The Club’s fundraising actvites are set out<br>above and more details can be found on the<br>Projects Page of our website at<br>www.devzeslions.org.uk|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facingthe charity|Para 1.46|Recruitng and retaining sufcient members to<br>carryout our actvites.|
|Other|||



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## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:||None|
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Devizes Lions Club (CIO) Consttuton adopted in<br>October 2019. There have been no amendments<br>to date.|
|How is the charity<br>constituted?<br>(e.g. unincorporated<br>association, CIO)|Para 1.25|Charitable Incorporated Organisaton|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|The methods for selectng Trustees are set out in<br>Secton 14 of the Consttuton and by-Law 5 of<br>“The By-Laws of Devizes Lions Club (CIO)” Issue 4<br>dated May 2023.<br>Club Members elected Trustees annually with<br>the term of ofce running for a year from 1stJuly<br>to 30thJune. New or additonal Trustees are<br>appointed by the Club Members or the Charity<br>Trustees at any tme and with the term of Ofce<br>running for the rest of that Lions’ year.|



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## **Additional information (optional)** 

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



## **Reference and Administrative details** 

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



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

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>1<br>2<br>3<br>4|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body)**<br>**entitled to appoint trustee (if**<br>**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 &<br>Activities Committee<br>Chair|||
||Debbie Wilson|Welfare Committee<br>Chair|||
||Jo Sheppard|Social Committee<br>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 &<br>MembershipOfficer|||



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|5<br>6<br>7<br>8|Roger Stratton|Welfare Committee<br>Chair|||
|---|---|---|---|---|
||Christopher Ellis|Social Committee<br>Chair|||
||Andy Trotter|Activities Committee<br>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**<br>**from**|Period start date<br>01/07/2024|**To**<br>Period end date<br>30/06/2025|||



|**Section A Receipts and payments**|**Section A Receipts and payments**|||||
|---|---|---|---|---|---|
|**A1 Receipts**|**Unrestricted**<br>**funds**<br>**to the nearest**<br>**£**<br>**24,210**<br>**2,516**<br>**3,614**<br>**1,739**<br>**5,535**<br>**2,803**<br>**150**<br>**40,566**|**Restricted**<br>**funds**<br>**to the nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**Member**<br>**funds**<br>**to the nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**8,430**<br>**-**<br>**3**<br>**8,432**|**Total funds**<br>**to the nearest £**<br>**24,210**<br>**2,516**<br>**3,614**<br>**1,739**<br>**5,535**<br>**-**<br>**8,430**<br>**2,803**<br>**153**<br>**48,999**|**Last year**<br>**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**<br>**purchases,(see table)**||||**-**<br>**-**<br>**-**|**-**<br>**-**<br>**-**|**-**<br> **-**<br>**-**||
|---|---|---|---|---|---|---|---|
|||**-**||**-**|**-**|**-**||
|||**-**||**-**|**-**|**-**||
|**_Sub total_**||**-**||**-**|**-**|**-**|**-**|



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||**_Total payments_**|**36,70**<br>**7**||**-**||**8,329**||**45,035**||**46,53**<br>**7**||
|---|---|---|---|---|---|---|---|---|---|---|---|
||**_Net of receipts/(payments)_**|**3,860**||**-**||**103**||**3,963**||**-**<br>**12,015**||
|**A5**|**Transfers between funds**|**-**||**-**||**-**||**-**||**-**||
|**A6**|**Cash funds last year end**|**15,43**||||||||||
|||**5**||**-**||**-**||**15,435**||**-**||
||**_Cash funds this year end_**|**19,29**<br>**5**||**-**||**103**||**19,398**||**-**<br>**12,015**||



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

|**Categories**<br>**nds**|**Details**<br>Charity current a/c (Co-op)<br>Charity deposit a/c (Co-op)<br>Charity current a/c (HSBC)<br>Charity deposit a/c (HSBC)<br>Members' current a/c (Lloyds)<br>Members' deposit a/c (Lloyds)<br>**_Total cash funds_**<br>(agree balances with receipts and payments<br>account(s))|**Unrestricted**<br>**funds**<br>**to nearest £**<br>**1,361**<br>**10,712**<br>**161**<br>**0**<br>**558**<br>**6,503**<br>**19,295**<br>OK<br>**Unrestricted**<br>**funds**|**Restricted**<br>**funds**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>OK<br>**Restricted**<br>**funds**|**Endowment**<br>**funds**<br>**to nearest £**|
|---|---|---|---|---|
|||||**-**|
|||||**-**|
||||||
||||||
|||||**-**|
|||||**-**|
|||||**-**|
|||||OK|
|||||**Endowment**<br>**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**<br>**Details**<br>**Details**<br>Gazebos<br>Trailer modified to be Father Christmas’s<br>sleigh<br>Collecting accoutrements (buckets, card<br>readers, etc.)<br>President’s chain of office, regalia<br>**Details**|**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**asset belongs**<br>**Fund to which**<br>**asset belongs**<br>Admin<br>Charity<br>Charity<br>Admin<br>**Fund to which**<br>**liability relates**|**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Amount due**<br>**(optional)**<br>**-**|**to nearest £**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**<br>**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**<br>**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**<br>**(optional)**|
|||**-**||



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

|Signature|Print|Name|Date of<br>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: 

- accounting records were not kept in accordance with section 130 of the Act or 

- the accounts do not accord with the accounting records 

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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. 

- _Please delete the words in the brackets if they do not apply._ 

**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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