Charity Registration Number: 283758
WINDSOR LIONS CLUB CHARITY TRUST FUND
REPORT AND ACCOUNTS
FOR THE YEAR ENDED 30
UNE 2025

WINDSOR LIONS CLUB CHARITY TRUST FUND
REPORT AND ACCOUNTS
FOR THE YEAR ENDED 30
UNE 2025
CONTENTS
List of Officers
Trustees, Report
Independent Examiner's Report
Balance Sheet
Statement of Financial Activities
Club Administration Account
10
Notes to the Accounts
11-14

WINDSOR LIONS CLUB CHARITY TRUST FUND
REPORT AND ACCOUNTS
FOR THE YEAR ENDED 30
UNE 2025
OFFICERS
President:
Martin Tocher
First Vice President
Simon Phillips
Second Vice President
Phillip Simpson
Secretary
Judith Walker
Treasurer
Nick Vaughan
BANKERS
CAF Bank Ltd, Kings Hill, West Malling, Kent, ME19 4JQ
Charity Registration Number:
283758
Page I

WINDSOR LIONS CLUB CHARITY TRUST FUND
REPORT AND ACCOUNTS FOR THE YEAR ENDED 30
UNE 2025
TRUSTEES REPORT
The purpose of the Trustees, Report is to set out the objectives of the Lions Club and assist in the
interpretation of the accounts set out on pages 8 to 14.
Other information is provided to comply with the latest Statement of Recommended Practice.
Charitable Ob'ects
The Club is affiliated to Lions Clubs International, a global organisation of volunteers dedicated to
the highest standards of community and humanitarian service. Windsor Lions Club exists for
fellowship and to help those in need in the local community through both fundraising and direct
involvement.
Or
anisation and Governance
Windsor Lions Club Charity Trust Fund is an unincorporated association and is governed by the
Trust Deed dated 29 May 1981. Its charity registration number is 283758. The Club's working
titles are Windsor Lions Club and Lions Club of Windsor.
The Club comprises volunteers who pay an annual membership subscription. It is managed by a
Board of Trustees who are elected annually by and from amongst the membership.
The Club holds business meetings once a month and decisions are made on a simple majority
basis unless Constitutional or legal requirements mandate a greater majority.
Financial Mana
ement
The Club operates three bank accounts.
The Activities account is the main account for the receipt of funds and payment of
donations and can contain funds of both an unrestricted and restricted nature.
The Horse Ride account is used solely for receipts and expenses associated with the Club's
annual horse ride, its largest fundraising event of the year.
The Club account is used for the receipt of membership dues and payment of other
expenses associated with the running of the Club itself.
Page 2

WINDSOR LIONS CLUB CHARITY TRUST FUND
REPORT AND ACCOUNTS FOR THE YEAR ENDED 30
UNE 2025
TRUSTEES REPORT
continued
Reserves
The Club's aim is to make donations in line with funds received during the year. The Club does not
incur any capital expenditure or have costs of a recurring nature. Its main fundraising event is the
annual Horse Ride, and if this event were to be cancelled it could severely limit the Club's ability to
offer support over the following year. The Club has therefore mandated a minimum Unrestricted
Reserve amount of £15,000.
The Reserve amount is calculated as follows:
Horse Ride
10,000 Irrecoverable expenses if event is cancelled at short notice
4,000 To cover minimal level of support for one year
1,000 Bank charges and independent examination fee
Welfare Donations
Governance
Total Reserve
15,000
At 30 June 2025 the Club's Unrestricted Reserve amounted to £41,619 (2024: £40,527).
Fundraisin
The Club's major fundraising event continues to be the Horse Ride in Windsor Great Park.
Following cancellations in both 2022 and 2023 the event went ahead as planned over the weekend
of 7/8 September 2024, with over 700 riders taking part. All riders pay an entry fee to participate,
with many also raising sponsorship from family, friends and colleagues by setting up an online
page with Just Giving. The total amount of entry fees and sponsorship received for the event was
£49,055.
The Club also incurs significant costs in running the event, mainly for the provision of facilities for
riders and spectators at the start/finish and for the hire of vehicles used in course construction.
For the 2024 event total costs amounted to £12,822, although these were largely defrayed by
generous donations from sponsors amounting to £11,000.
Page 3

WINDSOR LIONS CLUB CHARITY TRUST FUND
REPORT AND ACCOUNTS FOR THE YEAR ENDED 30
UNE 2025
TRUSTEES REPORT
continued
Fundraisin
continued
The Club's second-largest fundraising event continues to be the Swimathon, which was staged
again in October 2024 at St George's School in Ascot. 40 teams from local community
organisations, businesses and families participated at this year's event. All teams are sponsored to
swim laps of the pool over a 55-minute period, with each team nominating a charity or good
cause to receive the sponsorship monies they raise.
In January 2025 the Club held an evening at Windsor Guildhall at which amounts raised from the
Horse Ride and Swimathon were presented to the various beneficiaries.
In December 2024 the Club staged a series of collections using its Santa Sleigh. Some of these
involved driving around pre-publicised routes on weekday evenings in the Windsor and Ascot
areas, while at weekends static collections were held in Peascod Street in Windsor and the Tesco
store in Dedworth. This year £9,010 was raised, offset by costs of £1,046. Some of the proceeds
were used to provide Christmas gifts to children from less well-off households in the area.
In March 2025 the Club staged a Race Night at Windsor & Eton Football Club in conjunction with
Thames Hospice. Proceeds of just over £2,044 were raised by Thames Hospice, while the Club
received the remaining £353 to use for its activities in the community.
The Club also participated at three local fairs in the summer of 2024. The main purpose of these
was to raise awareness of the Club and to attract potential new members. The sale of books and
other items at these events also realised a profit of £33 1 for community activities.
In summary a total of £80,411 (2024: £35,662) was raised from fundraising activities during the
year. Expenses incurred in running these activities, net of sponsorship, were £7,796 (2024:
£15,191), leading to an increase in net income for the year to £72,615 (2024: £20,471).
Communit Activities
The Club's largest activity was its latest biennial Prostate Cancer Screening Event (PCSE), which
took place at Ascot Racecourse in April 2025. 1,043 men from the local area prebooked to attend
the event, at which they each received a PSA test from one of the 40 phlebotomists in attendance.
The tests were then analysed by the Graham Fulford Charitable Trust (GFCT) and results
communicated to each participant within a few days. 2 13 test results were either Amber or Red,
indicating the participant should seek further advice and testing from their local doctor.
Page 4

WINDSOR LIONS CLUB CHARITY TRUST FUND
REPORT AND ACCOUNTS FOR THE YEAR ENDED 30
UNE 2025
TRUSTEES REPORT
continued
Communit Activities
continued
The PCSE is time-consuming to organise and expensive to stage with costs amounting to £23,738,
most of which related to the costs incurred by GFCT. However, participants were encouraged to
make donations when they attended and these, together with sponsorship provided by various
organisations, meant that £25,019 was raised, completely defraying the event's costs.
Windsor Lions Club was one of the first Lions Clubs to organise such an event and it is pleasing to
see that many more are now taking place both regionally and nationally, helping to raise
awareness of prostate cancer among the male population.
The Club's annual "Silver Party" took place in March 2025. Around 100 senior citizens living in
local care homes and sheltered accommodation were invited to the event, where they were served
with afternoon tea by members of the Club whilst enjoying various entertainments. This year's
party was as popular as ever and is an event the Club very much enjoys staging.
In April 2025 the Club launched a new initiative entitled 'Local Heroes,, which was the brainchild
of a member's 11-year-old daughter. This involved the creation of an online poll via the Club's
social media page that asked local people to nominate and vote for their favourite group or
organisation carrying out work in the local community. Voting was open for eight weeks, at the
end of which the three groups receiving the most votes received a total of £3,000 between them.
As part of its community activities the Club receives requests for assistance from various
organisations such as the Royal Borough of Windsor and Maidenhead's social services and
childrens, services teams, local housing associations and Citizens Advice East Berkshire (CAEB).
Two Club members investigate each case to confirm how the Club is best able to assist and will
then arrange for the necessary help to be provided. The most received cases involve white goods,
furniture and carpeting, and in the year £ 15,688 was spent fulfilling these requests.
Windsor Lions Club is a member of the Windsor Community Defibrillator Partnership, which was
established to provide a network of defibrillators in and around Windsor town centre. The Club is
responsible for collecting funds raised, and during the year a further two devices were installed.
Page 5

WINDSOR LIONS CLUB CHARITY TRUST FUND
REPORT AND ACCOUNTS FOR THE YEAR ENDED 30
UNE 2025
TRUSTEES REPORT
continued
Communit Activities
continued
The Club again ran a "Winter Warmth" programme in conjunction with CAEB, which exists to
provide warm items such as clothes, blankets and hot water bottles to those who need them.
Cases are referred by CAEB to the Club, which then arranges to purchase and deliver the requested
items to each recipient.
The Club also participates in other activities such as driving MENCAP members to their regular
evening meetings, and helping at Windsor Foodshare, the local food bank.
Charitable Donations
During the year the Club made cash grants of £53,553 to charities and other good causes, most of
them in the local area. Details of the grant process are given in note 3 to the accounts.
Membershi
The Club's membership has increased from 26 active members in June 2024 to 30 active members
in June 2025. This is a very positive development, with the new members bringing fresh skills and
ideas and an injection of enthusiasm into the Club's activities. The trustees remain very positive
about the Club's prospects for the future.
Trustees
All members of the Club elect Trustees annually, and all Trustees are members of the Club. The
following served as Trustees during the year:
Alan Brown
Diane Purchase
Phillip Simpson
Robert Tavinor
Nick Vaughan
Richard Vaughan
Judith Walker
Mark Fraser
Judy Salmon
Michael Sells
Simon Phillips
Martin Tocher
President
Sl March 2026
The principal office of the charity is located at 4 The Cloisters, Bridgeman Drive, Windsor,
Berkshire, SL4 3ST
Page 6

WINDSOR LIONS CLUB CHARITY TRUST FUND
REPORT AND ACCOUNTS FOR THE YEAR ENDED 30
UNE 2025
INDEPENDENT EXAMINER'S REPORT
Independent Examiner's Report to the Trustees of the Windsor Lions Club Charity Trust Fund
I report to the trustees on my examination of the accounts of the Trust for the year ended 30 June
2025, which are set out on pages 8 to 14.
Respective responsibilities of trustees and examiner
The charity's trustees are responsible for the preparation of the accounts in accordance with the
requirements of the Charities Act 2011. The charity's trustees consider that an audit is not
required for this year under section 144(1) of the Charities Act 2011 and that an independent
examination is needed.
It is my responsibility to:
Examine the accounts under section 145 of the 2011 Act.
To follow all 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
in connection with the examination which gives me cause to believe that in, any material respect:
the accounting records were not kept in accordance with section 130 of the Charities Act; or
the accounts did not accord with the accounting records; or
the accounts did not comply with the applicable requirements concerning the form and
content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other
than any requirement that the accounts give a 'true and fair, view which is not a matter
considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to
which attention should be drawn in this report in order to enable a proper understanding of the
accounts to be reached.
Perfect Accountancy Services Ltd
35 Ruddlesway
Windsor
Berkshire
SL4 5SF
3 t March 2026
Page 7

WINDSOR LIONS CLUB CHARITY TRUST FUND
REPORT AND ACCOUNTS FOR THE YEAR ENDED 30
UNE 2025
BALANCE SHEET
Note
2025
2024
Current Assets
Cash at bank:_
Activities Account
23,062
20, 671
Horse Ride Account
66,616
79,621
Debtors
2,000
Prepayments
1,436
3,108
93,114
103,400
Current Liabilities
Creditors: Amounts falling due within one year
(600)
[540)
Deferred Income
(31,179)
(48, 083)
Total Assets less Current Liabilities
61,335
54, 777
Funds
Unrestricted
41,619
40,527
Restricted
19,716
14,250
Total Charity Funds
61,335
54, 777
Approved by the board of trustees on 31 March 2026 and signed on its behalf by
Honorary Treasurer
Page 8

WINDSOR LIONS CLUB CHARITY TRUST FUND
REPORT AND ACCOUNTS FOR THE YEAR ENDED 30
UNE 2025
STATEMENT OF FINANCIAL ACTIVITIES
Note
2025
2025
Unrestricted Restricted
2025
Total
2024
Tota/
INCOMING RESOURCES
From Voluntary Sources
Donations
3,578
23,471
27,049
15,262
Fundraising Events
80,411
80,411
35, 662
Bank Interest Receivable
195
195
164
84,184
23,471 107,655
51, 088
RESOURCES EXPENDED
Direct Charitable Expenditure
73,978
7,005
80,983
58,817
Fundraising and Publicity
18,796
18,796
191
Governance Costs
1,318
1,318
1,144
Reclassification of Donations
(11,000)
11,000
Total Resources Expended
83,092
18,005 101,097
60,152
Net incoming resources in the year
(908)
5,466
4,558
(9, 064)
Fund balances brought forward at l July
2024
40,527
14,250
54,777
63,841
Fund balances carried forward at 30 June
2025
41,619
19,716
61,335
54, 777
Page 9

2025
2024
Subscriptions (see note)
1,946
2,365
Less: Membership dues payable to Lions Clubs International
(2,575)
(2,357)
(629)
Donations received from members - mileage claims
Proceeds of Quiz Night
Proceeds of Charter Lunch
3,162
586
826
427
327
Donations received from members - meetings
Other Donations
356
498
35
57
Bank interest
Proceeds of Handover lunch
231
4,575
1,944
Room Hire
875
1,075
2024 Handover Dinner costs
784
2025 Handover Dinner costs
561
Club Supplies
Bank Charges
Computer Software
Data Protection Registrar
Insurances
77
68
60
60
60
56
35
35
44
(2,452)
(1,338)
Excess/(Shortfall) of Income over Expenditure
1,494
614
Balance brought forward at l July 2024
3,609
2, 995
Balance carried forward at 30 June 2025
5103
3609
No subscription income in respect of the year ended 30 June 2026 was collected in the year.
(2024.. Subscription income of £166 was co//ected in respect of the year ended 30June 2025)
Page 10

WINDSOR LIONS CLUB CHARITY TRUST FUND
REPORT AND ACCOUNTS FOR THE YEAR ENDED 30
UNE 2025
NOTES TO THE ACCOUNTS
I. ACCOUNTING POLICIES
The accounts have been prepared in accordance with the Charities SORP (FRS 102) published in
October 2019, and FRS 102.
Income
All income is recorded on an accruals basis.
Cash
All cash is held in current accounts with CAF Bank Ltd.
Creditors
Amounts are recorded on an accruals basis.
FUNDRAISING GROSS RECEIPTS AND PAYMENTS
2024
25
Receipts
Payments
Net
Unrestricted Funds
July-sept 2024
September 2024
October 2024
December 2024
March 2025
Summer Fairs
Horse Ride
Swimathon
Santa Sleigh collection
Race Night
619
49,055
19,162
9,010
2,565
(288)
(1,822)
(2,428)
(1,046)
(2,212)
331
47,233
16,734
7,964
353
80,411
(7,796)
72,615
2023
24
Receipts
Payments
Net
Unrestricted Funds
August 2023
September 2023
October 2023
December 2023
January 2024
Centrica Summer Fair
Horse Ride
Swimathon
Santa S/e/gh co//ection
Christmas Tree co//ection
561
8, 745
16,801
7,879
1,676
(230)
3,213
(1, 483)
(1, 402)
(289)
331
11,958
15,318
6,477
1,387
35,662
(191)
35,471
Page 11

WINDSOR LIONS CLUB CHARITY TRUST FUND
REPORT AND ACCOUNTS FOR THE YEAR ENDED 30
UNE 2025
NOTES TO THE ACCOUNTS
continued
2. FUNDRAISING GROSS RECEIPTS AND PAYMENTS
continued
Restricted Funds
The Restricted Funds total comprises three amounts.
£4,716 is held on behalf of the Windsor Community Defibrillator Partnership, of which Windsor
Lions Club is a leading member. The purpose of this initiative is to provide a network of
defibrillators in and around Windsor town centre for the benefit of residents and visitors.
£ 10,000 is held on behalf of the Nationwide Building Society, in respect of a fundraising initiative
staged in its Windsor branch in 2023/24. This amount is expected to be paid to a nominated local
charity in 2025126.
£5,000 was received from the estate of the late Mrs Marilyn Rolfe, a former member of Burnham
Lions Club. This amount is to be used to fund youth projects, which was an area of particular
interest to Mrs Rolfe.
3. DIRECT CHARITABLE EXPENDITURE
Note
2025
2024
Donations paid to charitable organisations
53,553
36,253
Payments for goods and services supplied to
beneficiaries
22,186
10,992
Payments directly in support of the above
5,244
4, 984
80,983
52,229
Proposals for grants are considered by all members of the Club at its monthly business meeting.
Most proposals are in the form of a formal written request received either directly from the
organisation or individual seeking support or from someone raising funds on behalf of that
organisation or individual. Larger proposals will first be assessed by one of the Club's
subcommittees before being brought to the monthly business meeting, and in the case of
applications from charities checks such as a review of the latest set of financial statements may be
undertaken.
Other proposals may be submitted directly by members of the Club if they feel that a person or
organisation would be a deserving recipient of the Club's support.
All proposals are voted on by the members at the business meeting, with a simple majority being
required to support a proposal.
Page 12

WINDSOR LIONS CLUB CHARITY TRUST FUND
REPORT AND ACCOUNTS FOR THE YEAR ENDED 30
UNE 2025
NOTES TO THE ACCOUNTS
continued
3.1 DONATIONS PAID TO CHARITABLE ORGANISATIONS
Donations more than £1,000 were made to the following organisations during the year:
Alexander Devine Children's Hospice
Alexander First School
5,000
4,985
4,000
2,590
2,000
2,000
2,000
2,000
2,000
2,000
2,000
Riding for the Disabled Association
Blue Acre Horse Rescue
Alzheimer's Association
Cruse Bereavement Support
Epilepsy Research Institute
Macmillan Cancer Support
MIND
Muscular Dystrophy Association
Thames Valley Adventure Playground
Fl
Windsor Boys, School Boat Club
Friends of Clewer Green School
1,710
1,638
1,455
1,309
1,290
1,275
1,275
1,177
1,170
1,135
Battersea Dogs and Cats Home
Wraysbury Primary School
Windsor Swimming Club
First Burnham and Hitcham Scouts
Windsor Horse Rangers
Thames Valley Heartbeat
St Mary's School PTA
Lions Clubs International
44,009
Donations of £1,000 or less were made to a further 39 organisations and individuals.
Page 13

WINDSOR LIONS CLUB CHARITY TRUST FUND
REPORT AND ACCOUNTS FOR THE YEAR ENDED 30
UNE 2025
NOTES TO THE ACCOUNTS
continued
4. LIABILITIES: AMOUNTS FALLING DUE WITHIN ONE YEAR
2025
2024
Independent Examination fee accrual
600
540
5. DEFERRED INCOME
2025
2024
Entry Fees for Horse Ride - September 2025
31,179
37,083
Grant for costs of Horse Ride - September 2025
11,000
31,179
48,083
6. EMPLOYEES AND TRUSTEES REMUNERATION
There were no employees of the charity in the current or preceding year.
None of the trustees was employed by the charity and no remuneration or expenses were paid to
any trustee in the current or preceding year.
7. RESOURCES EXPENDED
2025
2024
Independent Examination fee
660
580
Bank Charges
658
564
1,318
1,144
Page 14