## **Trustees' Annual Report for the period** Period start date Period end date 01 July 2024 30 June 2025 **From To** ## Section A Reference and administration details **Charity name** FOREST OF DEAN LIONS CLUB (CIO) **Other names charity is known by** FOREST OF DEAN LIONS CLUB **Registered charity number (if any)** 1189930 **Charity's principal address** C/O THE JAYS, SUN GREEN ROAD, BREAM LYDNEY, GLOS **Postcode GL15 6HX** ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||GeoffreyDavis|Treasurer||| ||Steven Davis|||| ||Stuart Love|||| ||Alan Townley|||| ||Roger Gardner|||| ||Helen Gardner|Chair||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**|||| ||**Name**||**Dates acted if not for whole year**|| |||||| |||||| March **2012** **TAR** 1 ## **Names and addresses of advisers (Optional information)** **Type of adviser Name Address Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** CONSTITUTION Type of governing document (eg. trust deed, constitution) C.I.O. How the charity is constituted (eg. trust, association, company) ELECTED FROM MEMBERS OF THE FOREST OF DEAN LIONS CLUB. Trustee selection methods - (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** Forest of Dean Lions Club is part of Lions Clubs International. You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** Encourage service to the community. Support for Youth. Promote volunteering. **Summary of the objects of the charity set out in its governing document** Relief of poverty and the needy. Aid for humanitarian disaster relief. Preventing avoidable blindness, assisting the disabled. Promoting participation in recreation. Promoting protection of the environment. Encouraging members to take an interest in the civic, cultural, social and moral welfare of the community March **2012** **TAR** 2 The club ran a popular and successful car boot sale Together with Severn Dean Lions Club, Forest of Dean Lions ran two large fundraising events: Lions Wild Boar Chase Mountain Bike Ride – promoting participation in recreation. This event is very popular with the riders – who enjoy a day of exercise, camaraderie and the beautiful scenery in our area. **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** Lions Speech House Fireworks – providing a high quality professional display to offer an alternative to the risky practice of individuals releasing fireworks at home. These events were run with the help of volunteers from local community organisations, including youth organisations such as local Scouts and Guides. Volunteers from the community enable us to run these two major events. Without the volunteers freely donating their time and expertise we would have much less funds to draw on throughout the year. As well as providing grants to deserving causes within GL15 and GL16 post code areas and some international disasters, Forest of Dean Lions Club undertakes a number of community service projects. For example,in 2024 a “Forest Champions” event was held to highlight and celebrate achievements of individuals and groups within our community. ## **Additional details of objectives and activities (Optional information)** The following information: - public benefit statement - grant making policy, - support priorities, - information on principles, exclusions, - grant application process, - grant assessment process, You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. - conditions for awarded grants - data protection measures - monitoring and publicity expectations - objectives of the charity are all publicly available can all be found on the club web site (under “About Us”) at: https://www.forestlions.org.uk/ March **2012** **TAR** 3 Section D Achievements and performance ## **Summary of the main achievements of the charity during the year** The Wild Boar Chase mountain bike ride* in September was well supported with well over 400 entries. The Humbug Chase - a section for accompanied junior riders aged 8-12 years , also had a good entry. The Speech House Fireworks* in November was ticket-only and was almost sold-out. The display was enjoyed by local families and children. Children of Primary School age and younger had free entry. Grants with a total value of £22.5K were made to local recipients and disaster relief including: A grant of £4K to Severn Dean Lions club,. Forest of Dean Buddy Club, Scouts Europe Jamboree trip, Brody's Trust, Victoria Centre, Lydney, Friends of Scar Bandstand, Cookers for Ukraine, Marie Curie Appeal, Myamar disaster appeal, Together We Can, Forest of Dean Dog's Trust, Children's Opportunity Centre, Coleford Forest Fred Reading, Athelian Trust, Dean Academy Imjin memorial at the Dean Arboretum, Bream Gardening Society Many smaller grants were made to local Guides, Scouts, Societies and individuals in need (mostly via umbrella organisations). * jointly organised with Severn Dean Lions Club. Both these events were well supported by volunteer helpers from the community. March **2012** **TAR** 4 ## **Section E Financial review** The reserves enable the charity to provide grants throughout the year. **Brief statement of the** Carrying a reserve also allows the charity to provide larger grants from **charity’s policy on reserves** time to time. **Details of any funds materially** NONE **in deficit** ## **Further financial review details (Optional information)** Forest of Dean Lions Club is a member of Lions Clubs International. You **may choose** to include additional information, where The major fundraising sources are mentioned above. relevant about: - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** Helen Lynne Gardner **Full name(s)** Geoffrey Kevin Davis **Position (eg Secretary, Chair,** Treasurer Chair **etc) Date** 14-04-2026 March **2012** **TAR** 5 TAR Maich 2012 **FOREST OF DEAN LIONS CLUB (C.I.O.) 1189930 Receipts and payments accounts CC16a For the period** Period start date Period end date **To from** 7/1/2024 6/30/2025 ## **Section A Receipts and payments** **Unrestricted Restricted Endowment funds funds funds** **Total funds Last year** |**Section A Receipts and payments**
**Unrestricted**
**funds**|**Restricted**
**funds**|**Endowment**
**funds**|**Total funds**|**Last year**| |---|---|---|---|---| |**A1 Receipts**
SUBS in to ADMIN account
**1,090**
RECEIPTS in to CHARITY account*
**9,926**
RECEIPTS in to ENDURO account
**11,168**
RECEIPTS in to PAYPAL account
**10,099**
TRANSFER in to ADMIN account
**262**
**-**
**-**
CORRECTION
**2**
**32,547**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 32,547**
**A3 Payments**
General GRANTS from Charity account
**18,061**
Misc debits from Charityaccount
**1,375**
LCI Dues from Charityaccount
**193**
Misc debits from Admin account
**370**
LCI Dues from Admin account
**838**
Grants from Enduro account.
**4,600**
Event costs from Enduro account
**4,070**
Debits from PayPal account
**4,405**
Correction
**_Sub total_ 33,912**
**-**
**-**
**_Sub total_ -**
**_Total payments_ 33,912**
**_Net of receipts/(payments)_ - 1,365**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**20,293**
**_Cash funds this year end_ 18,928**
**to the nearest £**
*Not inc. transfer of £4004.91 from Enduro
account to Charityaccount.
**_Sub total_**_(Gross income for AR)_
**A2 Asset and investment sales,**
**(see table).**
**A4 Asset and investment**
**purchases, (see table)**|**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**to the nearest £**|**to the nearest £**
**1,090**
**9,926**
**11,168**
**10,099**
**262**
**-**
**-**
**2**
**32,547**
**-**
**-**
**-**
**32,547**
**18,061**
**1,375**
**193**
**370**
**838**
**4,600**
**4,070**
**4,405**
**-**
**33,912**
**-**
**-**
**-**
**33,912**
**- 1,365**
**-**
**20,293**
**18,928**|**to the nearest £**| |||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**1,090**|**1,065**| ||||**9,926**|**4,175**| ||||**11,168**|**17,709**| ||||**10,099**|**11,255**| ||||**262**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**2**|**-**| ||||**32,547**|**34,204**| |||||| |||**-**
**-**
**-**|**-**|| ||||**-**|**-**| ||||**-**|**-**| |||||| |||**-**|**32,547**|**34,204**| |||||| |||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**18,061**|**13,317**| ||||**1,375**|**3,461**| ||||**193**|**170**| ||||**370**|**103**| ||||**838**|**804**| ||||**4,600**|**5,600**| ||||**4,070**|**5,008**| ||||**4,405**|**13,254**| ||||**-**|**27**| ||||**33,912**|**41,744**| |||||| |||**-**
**-**
**-**|**-**|| ||||**-**|| ||||**-**|**-**| |||||| |||**-**|**33,912**|**41,744**| |||||| ||**-**|**-**
**-**
**-**
**-**|**- 1,365**|**- 7,540**| ||**-**||**-**|**-**| ||**-**||**20,293**|**-**| ||**-**||**18,928**|**- 7,540**| ## **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**|**Details**
**Details**
**Details**
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**18,928**
**-**
**-**
**18,928**
OK
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Unrestricted**
**funds**
**Unrestricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**|**to nearest £**
**-**
**-**
**-**
**-**
OK
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Restricted**
**funds**
**Restricted**
**funds**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**| |---|---|---|---|---| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||OK| |||||**to nearest £**
**Endowment**
**funds**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**When due**
**(optional)**| ||||**-**|| ||||**-**|| ||||**-**|| ||||**-**|| ||||**-**|| Signed by one or two trustees on behalf of all the trustees Date of Signature Print Name approval CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent EXamine￿S Rèport Report to the trustee mombern of Forest of Dean L￿n5 Club On account8 lor thè year ended June 2025 Charlty no 111 any) 1189930 Set out on pg¢s I report to the trustees on my examination of the accounts of the above charity l-the Trtsst") for the yÉ.af ended R•3ponslbllltles and As the charity trustees of the Trust. you are fe$F¢)nsible fof the preparation basi$ of report of the ￿)UnIS In accordanee wlh the requirements of the Charities Aci 2011 1.the Acr). I reFX)rt in respect of my examination of the Trust's a¢¢ounls carried out under seclion 145 of the 2011 Aet and In carrying out my examination, I have folbwed the applicable Directions given by the Charity Commission under seclM)n 145(5}Ibl of the Acl. I have completed my examinatson. l Confirm that no material matters havo come lo my attention (other than that disclosed below") In connection wth the examination wh￿h give$ me cause to believe that in, any material respect. accountsng records vme not kept In accordance wilh section 130 of the Act or the accounts do not ￿ld wrth the accounting records Independent examinef s statomont I have no cOr￿rnS and have ¢c￿e across no other matters In connection y￿th the examination to which attention should be drawn in order to enable a proFer understanding of the aetounts to be reached. ' Please delete the words In the brackets rf they Ik) not apply. Slgngd: Name: Miss. Jenna Pl1￿ FMAAT AATQB Relevant profe*8ional qualificationlsl or body (If any): Fellow Member of the ASsoCiatA￿ of A￿UntIng Tethnicians 283997 Addre88: DeaD Account￿cY ServlceF Ltd TeL. OIS94 843867 IER October 2018 Section B Disclosure Only complete If the examiner needs lo highlight matters of concern Isee CC32, IndeFendenl examination of charty aeecNJnts". direct￿n$ and guidance for examiners). Glve here brlef details of any ilem8 that the examlner w18he8 to dlsclo$e IER October 2018