YEO VALLEY LIONS CLUB CHARITABLE TRUST FUND
To apply the funds as The Yeo Valley Lions Club may in its absolute discretion determine and select.
Objects
FOR SUCH CHARITABLE PURPOSE OR PURPOSES ACCORDING TO THE LAWS OF ENGLAND AND WALES IN AND WITHIN THE AREA FROM TIME TO TIME COMPRISING THE TERRITORIAL AREA OF THE CLUB THROUGHOUT THE UNITED KINGDOM AND THE REPUBLIC OF EIRE OR ELSEWHERE AND/OR TO OR FOR THE BENEFIT OF SUCH ONE OR MORE CHARITABLE BODIES, TRUSTS, ASSOCIATIONS, INSTITUTIONS OR ORGANISATIONS ESTABLISHED OR ABOUT TO BE ESTABLISHED FOR SUCH CHARITABLE PURPOSES AS AFORESAID AND IN SUCH SHARES AND IN SUCH MANNER AS THE CLUB SHALL IN ITS ABSOLUTE DISCRETION DETERMINE AND SELECT.
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds are held in a non-interest bearing account and are considered adequate for the charity's purposes, with total cash balances of £271,376 at year-end. The charity reports that expenses were suitably controlled against available resources, although expenditure exceeded income by £6,172 for the designated funds due to property maintenance costs.
What the accounts disclose
“Rents Received 41,725” — page 4
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
Trustees
- Brian Dick Winter
- Geoffrey Bland
- Graham Marshall
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £80k | £78k |
| 30/06/2024 | £62k | £79k |
| 30/06/2023 | £63k | £48k |
| 30/06/2022 | £67k | £39k |
| 30/06/2021 | £45k | £29k |
Common questions
Is YEO VALLEY LIONS CLUB CHARITABLE TRUST FUND financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds are held in a non-interest bearing account and are considered adequate for the charity's purposes, with total cash balances of £271,376 at year-end. The charity reports that expenses were suitably controlled against available resources, although expenditure exceeded income by £6,172 for the designated funds due to property maintenance costs. Its FY2025 accounts were independently examined.