BUDLEIGH SALTERTON LIONS CLUB cio Registered Charity Number: 1198874 UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2024 Contents Page Trustees, Report Independent examinerfs report Receipts and payment5 account
Trustees. Annual Report for the period Period start date Period end date From 01 July 2023 To 30 June 2024 Section A Reference and administration details Charity name Budleigh Sallerton Lions Club {ClO) Other names charlty Is known by Registered charity nurnber lif any) 1198874 Charity's principal address 29 Granary Lane. Budleigh Sallerton, Devon Postcode EX9 6ER Names of the charlty trustees vtho manage the charlty Dates a¢t•d 11 not for whole ear Trustse name Olllce111 onyl Name of peY8on lor body) entltleil olnt tru8tee Ifan Alex McDiarmid Rob Scott Lawrence Booth President Secretary Treasurer Resigned 30 June 2024 Richard Allen Immediate Past President., Marketing Chair seiCe Chair Gavin March Geoff Paver Resigned 9 July 2024 Resigned 9 July 2024 Resigned 9 July 2024 Resigned 9 July 2024 Jack Keen Alan Tilbury Brian Crook 10 Alan Lowe Sandy Moreton Susan Alderson Gillian Wilson Membership Chair Appointed 8 January 24 Appoinled 13 August 24 Appointed 13 August 24 Appoinled 1 Juty 24 12 13 14 Josette Jamieson 15 16 17 18 Names of the trustees for the charity, if any. (for example, any custodian trustees) Name Dates acted if not for whole ear TAR
Names and addresses of advlsers (Optlonal Infomiatlon) e of adviser Name Address Independent Jon Westley Thompson Jenner LLP. 1 Colleton Crescent. Exeter Examiner EX2 4DG Name of chief executive or names of senior slaff members (Optional inforniation) Section B Structure, overnance and mana ement Description of the charlty's trusts Budleigh Sallerton Lions Club is governed by its Constitution of Y August 2022 Type of governing document How the charity is consliluled Budleigh Salterton Lions Club is a Charitable Incorporated Organisation Trustee selection melhods The first Iruslees were appointed by the Constitution and will cease to hold office al a pr*delemiined date. The Constitution requires a minimum of three Iruslees and a maximum of twelve Iruslees be appointed. Only members may be appointed as a trustee. By virtue of the Club By Laws, officers elected al the AGM are appointed as Iruslees. In addition. members or the charity Iruslees may appoint additional Injslees providing that this does not exceed the maximum number. Additional governance188ues (Optional infonnation You may choose to include additional information, where relevant, about.. The charty is part of Lions Clubs International, a global service organisalion of clubs and volunteer members, who are committed to serving their communities. policies and procedures adopted for the induction and training of Iruslees., Ihe charity's organisalional structure and any wider network with which the charity works., relationship with any related parties., truslees, consideralion of major risks and the system and procedures lo manage them. The Club is managed by trustees. Trustees meet monthty. All trustees serve free of charge. Members pay an annual membership subscription. Monies for the running of the club are held in the Adrninistration Account. Members meet monlhly, and meetings are used to plan activities and delermine appeals. TAR
Section C Ob'ectives and activities The Objects of the Club are exclusivety charitable in England and Wales.. the advancement of citizenship promoling Ihe voluntary sector for the public benefit by associating with local authorities to advance education and provide facilities in the interests of social welfare promoling volunteering the relief of povety and those in need in particular by providing humanitarian aid and disaster relief the advancemenl of heamh or the saving of lives promoting for the benefit of the public the conservation protection and improvement of the physical and natural environment promoling community participation in heah recreation Summary of the objects of the charity set out in its governing docurnent The trustees have paid due regard to the guidance issued by Ihe Charity Commission on the public benefit of the charity's activities. The main activities undertaken by the charity to carry out its charitable purpose for public benefrt are outlined below. These include.. local fundraising events to enable the charty to deliver activitiès for thè benefit of the public which.. promote the healih and wellbeing of members of the local communrty improve the local environment help individuals in need support local charitable and community groups and support charities which serve our local community. Summary of the maln activities undertaken for the public benefit in relation to these objects Ilnclude wlthln thls sectlon the statutory declaration that trustees have had regard to the guidance Issued by the Charlty Cornrnission on public benefll) These activities are p0ble through community fundraising undèrtakèn by members, induding.. regular bingo evenings regular quvz nights golf day 10krun Gala week activities Augusl Bank Holiday Fair Raffles. The Iruslees are grateful lo individual members of the public who continue lo support our fundraising activrties, and lo local businesses who support our events through sponsorship and provision of raffle pnzes. Additional details of objectlves and activities (Optional Infomiation) You may choose to include further statements. where relevanl, about.. policy on granlmaking., policy programme related inveslmenl", contribution made by volunteers. TAR
Section D Achievements and performance Summary ofthe main achievements of the chaiity during the year During Ihis year, the charity has been able to provide financial support lo a number of causes and individuals, in accordance with its objects. The members have also been able to provide non financial assistance which is also included in this summary as illustrating how the charity promotes volunteering and communty engagementlcttvzenship. Examples of the main achievements of this year are= Environment- members participate in regular Ittter picking, and recycling of batteries, blister packs, stamps, glasses Food poverty- members assist the local foodbank through collecting food donations at Bingo nights- contributing to staffing the foodbank in Budleigh.. and financial assistance has been provided to local foodbanks. Money was given for equipment for a breakfast club. Christmas food hampers were provided to local families Diabeles- a primary aim was raising awareness of diabetes and promoting a healihy lifestyle. The charity ran diabetes testing, walks, supported park runs. and provided information stalls at community events. L¢xal schools and youth groups le.g. ut$, Youth Community Projecti were supported through funds for environmental projects, education trips, books and other activities. The charity supported The Deaf Academy, which provides spla1 education for deaf young people, with grants towards a sensory rcM)m and Soundx backpacks Heatth reeation- grants were made towards the Cricket Club and F¢)olball Club Individuals in need - small grants were made to individuals in need. for example, money to purchase a glucose monitor for a person with diabetes Community projects- the charity provided a Christma5 community lunch for nearty 120 local residents at risk of social isolation. The charity also undertook fitting key safelproviding message in a bottle to vulnerable members of the community. A grant was made towards National Coastguard Watch towards rebuilding the watch tower. Grants were made to a number of local charitie5 including.. Seachange, Budleigh Saherton and District Hospicecare, Pete's Dragon, FORCE, Devon Air Ambulance, Charfie Duigan Foundation, Somerset Sight, and number of national charities that benefit our wider communty e.g. Diabeles UK, Brain Tumour Research, MS Society, Parkinsons UK Inlemationalty, grants were made through Lions Clubs International to Eye Camps and Water Well, and for flood relief in Libya, Florida and Brazil, and earthquake relief in Japan and south of Taipei. Members also supported local causes through participating in collections by Marie Curie, RNLI, Young Lives v Cancer TAR
Section E Financial review The charities reserve policy is to maintain a minimum balance of £5,000 in the charity account and £1,000 in the administration accounts. Balances in these accounts meet the reserve policy at 30 June 2024. Brief statement of the charity's policy on reser4es Details of any funds materially in deficlt NIA Further financlal revlew detslls {Optional Inforniatlonl You may choose to include additional information, where relevant aboLrt'. the charity's principal sources of funds {induding any fundraisingl., 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) LS.. Full namels) Po$ltlon {eg Secretary, Chalr, etc) Lawren Booth Treasurer Date 24.03.2025 TAR
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examinerfs Report Report to the trusteesl members of Budleigh Salterton Lions Club {ClO) On accounts for the year ended 30 June 2024 Charity no (if any) 1198874 Set out on pages &9 rgmthibÈr to Ihè Daoè numbÈrs DfaddillonAI shaÈtsl I report to the trustees on my examination of Ihe accounts of the above charity (Ihe Trust'l for the year ended 30 106 12024. Responslbllltles and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordan with the requirements of the Charities Ad 20111.the Act"). I report in respect of my examinatn 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 14515llbl of the Acl. I have completed my examination. I confim Ihat no malenal matters have come lo my attentn in connection with the examination which gives me cause lo believe that in. any material respect.. accounting records were not kept in accordance with section 130 of the Acl or the accounts do nol accord with the accounting records Independent examinerfs statement I have no concerns and have come across no other matters in connection wilh the examination lo which attention should be drawn in order lo enable proper understanding of the accounts to be reached. Slgned: Date: 2410312025 Name: Mr Jon Weslky Relevant professional quallfl¢atlonlsl or body lif any): ACA Addre55: Thompson Jenner LLP 1 Collelon Crescent Exeler. Devon EX2 4DG Section B Disclosure Onty complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity a(xounts.' directions and guidance for examiners).
Give here brief details of any items thatthe examiner wishes to disclose.
| CHARITY COMMISSION FOR E14GiAND AND WAIES Receipts and payments accounts CC16a For the perlod 0110712023 30102024 Section A Receipts and payments Unrestricted funds toth• Try•r••t Restrictsd fund8 Endowmènt funds Totsl funds La81 year tothe rtartt£ to the th1¢1£ iothe ne4wetÉ tothe thÈaret£ A1 Receipts Membership Substhiptms Adtnin Donstions Adtnin A¢bvrtyi Even Activitie$ for generaDry funds l( run, Gdf Day. étc Fundr8i¥ing 8¢bvib9¥ R&ffiFs, 8u¢kgt Collèctsons. È Grants & Donations DefnbnlalorAppeal R&imbur$èm8ni MD and DiStrl¢t 1.86B 322 4,762 1.985 271 8,416 J22 4,762 19.426 19.42S 20,S66 2&S9B 25.59B 17.653 9376 •.27& 2.064 8,ft98 z,tr)J 1.000 Sub tot•l{Gmss income lor AR) A2 A8•et and Inv•8tm•nt •1108. l$ee table). 62J40 15,3 67,782 Sub lolal 62,340 3.054 65.394 57,782 A3Pa ent8 3.662 253 75ty J.J37 J.562 263 7$4 J.J37 800 9.028 2.927 35 1,601 4,787 In?ui8n¢es Ico fees Goveinance cosig admin Admin Acbvrty Co$tg Dofib Purthagè Cos1$ ol lundraiying even Fundraising costs Coyis ol chantable aCbvrfS Grants & Donation$ Paid 8uniing Purchaye 9.028 &A04 8,982 I.1 21,063 4.051 JS,¥D7 1,299 4.051 35.907 2.299 Sub lotal 71.60Z 50,7JQ A4 As$¢t and Inve$lment urchase8. see table Sub lolal 69,802 1.8QQ 71.602 50.7eQ Net of receipls/(payments) A5 Tran8fers beeeTr funds A6 Cash funds last year end Cash fund5 thi5 year end 17,4621 1,254 16,2081 7,002 1003 3,257 32.543 26,335 25,541 32,543 23.078 CCXX R1 aCCot¥ ISSI 2410312025
Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nearest£ Restricted funds to Iarest£ Endowment funds to noare$t£ dl¥gories LJeTaiis 81 Cash funds Uoyds ChffjA(xnt 20.076 3257 UoydsAdminACCOunt 3.002 Total cash funds 23,078 3,257 Unre$th¢ted funds nearn£ Rt$trl¢ted fundB to nearest£ Endowment fund8 to nearest£ Detai18 B2 Other monètsry assets Fund to whh aM•t bdon ¢uvr•Trt vlwJ D8t*ll# F¥rAI to whkh •M•t b0Tr Curnnt ¥41 D&tails 84 Assets retalned for th• chartty's own use Fund to whkh rwla Arnountdu Vkn du• Details 85 Liabilities z£££ Signed by one or InJstees on behalf of all Ihe tnjsiees Signatu Print Naft Date of roval Lawrence Booth 24.03.2025 CCXX R2 accounts I> 2410312025