**BUDLEIGH SALTERTON LIONS CLUB (CIO)** Registered Charity Number: 1198874
# **UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2025**
## **Contents**
**Contents Page** Trustees’ Report 1 Independent examiner’s report 7 Receipts and payments account 9
## **Trustees' Annual Report for the period**
**From**
Period start date Period end date 01 July 2024 30 June 2025
**To**
## Section A Reference and administration details
**Charity name**
Budleigh Salterton Lions Club (CIO)
**Other names charity is known by**
**Registered charity number (if any)** 1198874
**Charity's principal address** 14 Armytage Rd
Budleigh Salterton Devon **Postcode EX9 6SD**
## **Names of the charity trustees who manage the charity**
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Gavin March President
2 Gavin March Secretary
3 Susan Alderson Treasurer Appointed 13 August 24
Alex McDiarmid Immediate Past
4
President;
5 Rob Scott Service Chair Appointed 10 June 25
6 Gillian Wilson 1 [st] Vice President Appointed 13 August 24
7 Richard Allen
Catriona Appointed 10 June 25
8
Cunningham
9 Alan Lowe Welfare Officer
10 Sandy Moreton Membership Chair Resigned 01 August 25
11 Deborah Allen Membership Chair Appointed 26 August 25
12 Lawrence Booth 2 [nd] Vice President
13
14
15
16
17
18
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## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
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## **Names and addresses of advisers (Optional information)**
**Type 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 staff members (Optional information)**
## **Section B Structure, governance and management**
**Description of the charity’s trusts**
Budleigh Salterton Lions Club is governed by its Constitution of 9[th] August Type of governing document 2022 (eg. trust deed, constitution) Budleigh Salterton Lions Club is a Charitable Incorporated Organisation How the charity is constituted (eg. trust, association, company)
Trustee selection methods
The first trustees were appointed by the Constitution and will cease to hold (eg. appointed by, elected by) office at a pre-determined date. The Constitution requires a minimum of three trustees and a maximum of twelve trustees be appointed. Only members may be appointed as a trustee.
By virtue of the Club By Laws, officers elected at the AGM are appointed as trustees. In addition, members or the charity trustees may appoint additional trustees providing that this does not exceed the maximum number.
## **Additional governance issues (Optional information)**
You **may choose** to include The charity is part of Lions Clubs International, a global service additional information, where organisation of clubs and volunteer members, who are committed to relevant, about: serving their communities. policies and procedures The Club is managed by trustees. Trustees meet monthly. All trustees adopted for the induction and training of trustees; serve free of charge.
- the charity’s organisational Members pay an annual membership subscription. Monies for the running structure and any wider of the club are held in the Administration Account. Members meet network with which the charity monthly, and meetings are used to plan activities and determine appeals. works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
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## **Section C Objectives and activities**
- The Objects of the Club are exclusively charitable in England and Wales: - the advancement of citizenship
**Summary of the objects of the charity set out in its governing document**
- promoting the voluntary sector for the public benefit by associating with local authorities to advance education and provide facilities in the interests of social welfare
- - promoting volunteering - the relief of poverty and those in need in particular by providing humanitarian aid and disaster relief
- - the advancement of health or the saving of lives - promoting for the benefit of the public the conservation protection and improvement of the physical and natural environment
- - promoting community participation in health recreation
||**Objectives and activities**|
|---|---|
||The Objects of the Club are exclusively charitable in England and Wales:
-
the advancement of citizenship
-
promoting the voluntary sector for the public benefit by
associating with local authorities to advance education and
provide facilities in the interests of social welfare
-
promoting volunteering
-
the relief of poverty and those in need in particular by providing
humanitarian aid and disaster relief
-
the advancement of health or the saving of lives
-
promoting for the benefit of the public the conservation protection
and improvement of the physical and natural environment
-
promoting community participation in health recreation|
|**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)**|The trustees have paid due regard to the guidance issued by the 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 benefit are outlined below. These include:
local fundraising events to enable the charity to deliver activities for the
benefit of the public which:
-
promote the health and wellbeing of members of the local
community
-
improve the local environment
-
help individuals in need
-
support local charitable and community groups and
-
support charities which serve our local community.
These activities are possible through community fundraising undertaken
by members, including:
-
regular bingo evenings
-
regular quiz nights
-
golf day
-
10k run
-
Gala week activities
-
August Bank Holiday Fair
-
Raffles.
The trustees are grateful to individual members of the public who
continue to support our fundraising activities, and to local businesses
who support our events through sponsorship and provision of raffle
prizes.|
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
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Section D Achievements and performance
**Summary of the main** During this year, the charity has been able to provide financial support to **achievements of the charity** a number of causes and individuals, in accordance with its objectives. **during the year** 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 community engagement/citizenship. Examples of the main achievements of this year are: Environment – members participate in regular litter picking, and recycling of batteries, blister packs, stamps, glasses. One member, supported by other lions and members of the community is leading the initiative to gain Plastic Free Status for the town. The club has taken over the running of the Community Allotment. Food poverty – members assist the local community food larders and foodbank through collecting food donations at Bingo nights; contributing to staffing the community larder 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 and individuals in need. Diabetes – a primary aim was raising awareness of diabetes and promoting a healthy lifestyle. The charity ran diabetes testing, set up a very successful diabetes support group, held regular ‘Strides’ walks, supported park runs, and provided numerous information stalls at community events. Local schools and youth groups (e.g. Scouts, Youth Community Project) and Bicton College were supported through funds for environmental projects, education trips, books and other activities. The charity supported The Deaf Academy, which provides special education for deaf young people, with a grant towards a puffin crossing, to support student independence. Health recreation – A grant was made towards the Cricket Club. Individuals in need – small grants were made to individuals in need. Community projects – the charity provided a Christmas community lunch for nearly 120 local residents at risk of social isolation. The charity also undertook fitting key safe/providing message in a bottle to vulnerable members of the community and made a donation towards the Community Christmas Lights and the refurbishment of a town clock. Grants were made to a number of local charities including: Seachange, Launchpad, Hospicecare, FORCE, Charlie Duigan Foundation, Talentbox, Devon Wildlife Trust, South West Children’s Hospice, Cockleshell, Rock2Recovery, BEAT and a number of national charities that benefit our wider community e.g. Diabetes UK and Young Lives v Cancer. Internationally, grants were made through Lions Clubs International to Eye Camps and Water Well, and for disaster relief in Spain, California and Myanmar and via another local Lions club support was given for humanitarian aid in Ukraine.
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## Section D Achievements and performance
Members also supported local causes through participating in collections by Marie Curie and RNLI.
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## **Section E Financial review**
**Brief statement of the charity’s policy on reserves**
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 2025.
**Details of any funds materially** N/A **in deficit**
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where 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)** Susan Alderson Gavin March **Full name(s)** Susan Alderson Gavin March **Position (eg Secretary, Chair, etc)**[Treasurer ] Trustee **Date** 21/01/2026
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**Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
**Report to the trustees/** Charity Name **members of** Budleigh Salterton Lions Club (CIO)
**On accounts for the year** 30 June 2025 **Charity no** 1198874 **ended (if any) Set out on pages** 9-10 (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30 / 06 / 2025.
- **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** 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** I have completed my examination. I confirm that no material matters have **examiner's statement** come to my attention 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
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.
**Date:** 26/01/2026 **Signed: Name:** Mr Jon Westley **Relevant professional** ACA **qualification(s) or body (if any): Address:** Thompson Jenner LLP 1 Colleton Crescent Exeter, Devon EX2 4DG
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**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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**CC16a**
## **Charity Name : Budleigh Salterton Lions Club (CIO) No : 1198874 Receipts and payments accounts**
**For the period** Period start date Period end date **To from** 01/07/2024 30/06/2025
## **Section A Receipts and payments**
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Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Membership Subscriptions 4,516 - - 4,516 1,858
Admin Donations 524 - - 524 322
Admin Activity/ Events 5,457 - - 5,457 4,762
Activities for generating funds 10k run,
16,319 - - 16,319 19,425
Golf Day, etc
Fundraising activities Raffles, Bucket
24,336 - - 24,336 25,598
Collections, etc
Grants & Donations 51,796 500 - 52,296 9,275
Defribrilator Appeal - - 2,054
Reimbursement MD and District - - 1,100
Bunting - 1,000
Bank Interest 360 360
- - - - -
Sub total (Gross income for
103,308 500 - 103,808 65,394
AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 103,308 500 - 103,808 65,394
A3 Payments
LCI, MD Subscriptions 3,953 - - 3,953 3,562
Insurances, ICO fees 253 - - 253 253
Governance costs admin 528 - - 528 750
Admin Activity Costs 2,381 - - 2,381 3,337
Defib Purchase - - - 800
Costs of fundraising events 10,419 - 10,419 9,028
Fundraising costs 15,343 988 - 16,331 11,615
Costs of charitable activities 4,315 - - 4,315 4,051
Grants & Donations Paid 28,556 41 - 28,597 35,907
Bunting Purchase - - 2,299
- -
- - - - -
Sub total [ 65,748 ] 1,029 - 66,777 71,602
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 65,748 1,029 - 66,777 71,602
-
Net of receipts/(payments) 37,560 (529) 37,031 (6,208)
A5 Transfers between funds - - - - -
A6 Cash funds last year end 23,078 3,257 - 26,335 32,543
Cash funds this year end 60,638 2,728 - 63,366 26,335
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Section B Statement of assets and liabilities at the end of the period
Unrestricted
funds
to n8ar8kt£
Restricted
funds
to n8ar8gt£
Endowment
funds
its n8èreSt£
Categorle$
DÈtsils
Bl Cash funds
13.865
2.72B
Uoyls Admin Account
,412
Cstnbndge thnbes 1 Year1x
40.361
rotai eash funds
60.638
2,728
Unrestricted
funds
to nearest£
Restricted
funds
to nearest£
Endowment
fund$
nearesi£
Details
Fundtowhich
55et belon
Detsils
Cost lopbonall
Cuvréntvaluè
Fundtt*whi¢h
Curr8ntvalv8
lior1
Detsils
Cost Iopiionall
B4 Assets retained for the
charfty's own use
FurKltowhich
reie
Amountdu•
Whèn duè
ional
Details
BS Liabilities
Signed by one or two Injstees on
behaKol all the trustee5
Date of
ioval
SvJt*ture
Narne
Susan Alderson
20.01.2028
Gavin March
Jan 21, 202f