Finance Score: 0

Governance Score: -4

Support Score: 6

No PartB

No conflicts policy: -1
All male board: -3

Large volunteers +5
Grant maker support: +1

Overall GiG Score: 2

BUDLEIGH SALTERTON LIONS CLUB (CIO)

As well as providing grants to deserving causes within Budleigh Salterton Area, District and Multiple District Lions Club, The Lions Club of Budleigh Salterton undertakes a number of community service projects.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received modest backing from several prominent grant makers recently
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male

Financial issues to consider:

This Charity has changed registration and some of the financial and donation history pertains to the previous entity
A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/23	£34	£30	£4	n/a	n/a	n/a	n/a	n/a	39
30/06/22?	£23	£25	£-2	n/a	n/a	n/a	n/a	n/a	19
30/06/20	£34	£33	£1	n/a	n/a	n/a	n/a	n/a	15
30/06/19	£26	£32	£-6	n/a	n/a	n/a	n/a	n/a	25
30/06/18	£33	£27	£6	£0	£0	£0	n/a	0	29
30/06/17	£51	£33	£19	£0	£0	£0	n/a	0	0
30/06/16	£30	£31	£-1	£0	£0	£0	n/a	0	0
30/06/15	£22	£26	£-4	£0	£0	£0	n/a	0	0
30/06/14	£28	£26	£2	£0	£0	£0	n/a	0	0
30/06/13	£39	£29	£10	£0	£0	£0	n/a	0	0
30/06/12	£41	£36	£5	£0	£0	£0	n/a	0	0
30/06/11	£32	£31	£1	£0	£0	£0	n/a	0	0
30/06/10	£26	£28	£-2	£0	£0	£0	n/a	0	0
30/06/09	£5	£5	£0	£0	£0	£0	n/a	0	0
30/06/08	£6	£6	£0	£0	£0	£0	n/a	0	0
30/06/07	£6	£6	£0	£0	£0	£0	n/a	0	0
30/06/06	£7	£7	£0	£0	£0	£0	n/a	0	0
30/06/05	£6	£7	£-1	£0	£0	£0	n/a	0	0
30/06/04	£3	£4	£-1	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 2 years

www.budleighsaltertonlions.com

secretary@budleighlions.com

07713150444

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage
General Charitable Purposes
Overseas Aid/Famine Relief

GiG Classification

Practical support, advice & companionship

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities

Where it operates

Devon,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Budleigh Salterton Lions Club
£1,366	21/10/2023	We are seeking funds to ensure our assets are fit for purpose, and to refurbish our hut in the town. We would also like to purchase a branded gazebo to raise awareness of the club.
Co-Operative Group - Grant to Budleigh Salterton Lions Club
£1,980	23/10/2021	Our members fully support the local community. From children who need glasses to senior citizens who need a mobility aid, our motto is ""WE SERVE"". Renovating our storage ....more Our members fully support the local community. From children who need glasses to senior citizens who need a mobility aid, our motto is ""WE SERVE"". Renovating our storage buildings will help our aims.
Co-Operative Group - Grant to Budleigh Salterton Lions Club
£2,516	15/11/2019	We want to continue supporting our local community by putting on charity fundraising events.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

ALAN LOWE Appointed: 2022, Other trusteeship: EXMOUTH AND BUDLEIGH SALTERTON DISTRICT SCOUT COUNCIL,

ALAN TILBURY Appointed: 2022

ALEXANDER MCDIARMID Appointed: 2023

BRIAN CROOK Appointed: 2022

GAVIN MARCH Appointed: 2022

GEOFFREY PAVER Appointed: 2022

JACK KEEN Appointed: 2022

LAWRENCE BOOTH Appointed: 2022

RICHARD ALLEN (Chair) Appointed: 2022, Other trusteeship: LIONS CLUBS INTERNATIONAL DISTRICT 105SW FOUNDATION (CIO),

ROB SCOTT Appointed: 2022

SANDY MORETON Appointed: 2024

Legal constitution

Charity registered in England & Wales on 09/05/2022, number: 1198874

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

19 returns made; all on time

Recent reorganisation events:

Asset transfer in from BUDLEIGH SALTERTON LIONS CLUB CHARITABLE TRUST FUND on 17/06/2024

Main office

1 Brookside
School Street
Sidford
SIDMOUTH
Devon
EX10 9PG

Objectives

3.1 THE OBJECTS OF THE CLUB ARE SUCH PURPOSES AS ARE EXCLUSIVELY CHARITABLE IN ENGLAND & WALES, INCLUDING IN PARTICULAR:3.1.1 THE ADVANCEMENT OF CITIZENSHIP BY:3.1.1.1 PROMOTING THE PRINCIPLES OF GOOD CITIZENSHIP;3.1.1.2 ENCOURAGING MEMBERS TO TAKE AN ACTIVE INTEREST IN THE CIVIC, CULTURAL, SOCIAL AND MORAL WELFARE OF THE COMMUNITY;3.1.1.3 PROVIDING A FORUM FOR THE OPEN DISCUSSION OF ALL MATTERS OF PUBLIC INTEREST; PROVIDED THAT PARTISAN POLITICS AND SECTARIAN RELIGION SHALL NOT BE DEBATED BY MEMBERS;3.1.1.4 ENCOURAGING SERVICE-MINDED PEOPLE TO SERVE THEIR COMMUNITY WITHOUT PERSONAL REWARD AND ENCOURAGING THE PROMOTION OF HIGH ETHICAL STANDARDS IN COMMERCE, INDUSTRY, PROFESSIONS, PUBLIC WORKS AND PRIVATE ENDEAVOURS;3.1.1.5 SUPPORTING YOUTH TO DEVELOP THEIR SKILLS, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY AS MATURE AND RESPONSIBLE INDIVIDUALS;3.1.2 PROMOTING THE VOLUNTARY SECTOR FOR THE PUBLIC BENEFIT BY ASSOCIATING WITH LOCAL AUTHORITIES IN A COMMON 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;3.1.3 PROMOTING VOLUNTEERING;3.1.4 THE RELIEF OF POVERTY AND THE RELIEF OF THOSE IN NEED IN PARTICULAR BY PROVIDING HUMANITARIAN AID AND DISASTER RELIEF;3.1.5 THE ADVANCEMENT OF HEALTH OR THE SAVING OF LIVES BY PREVENTING AVOIDABLE BLINDNESS, ASSISTING DISABLED PEOPLE TO LEAD INDEPENDENT LIVES OR HELPING TO PREVENT OR MANAGE HEALTH ISSUES;3.1.6 PROMOTING FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT; AND/OR3.1.7 PROMOTING COMMUNITY PARTICIPATION IN HEALTHY RECREATION.

Data Sources