2022-06-30-accounts

EXETER WEST LIONS CLUB (CIO)

(Part of Lions Clubs International District 105 SW)

“ We Serve ”

TRUSTEES REPORT OF EXETER WEST LIONS CLUB (CIO) FOR YEAR 1[st] July 2021to 31[st] June 2022

TRUSTEES:

N.S Moxey MJF (President) W M Mitchell MJF (Secretary) C D Cane MJF (Treasurer) D C Lyon M. Fairley MJF S J Foster A J Boughton MJF R L Williams MJF

Important to Note: Due to the COVID-19 outbreak, the club members have continued to be unable to meet on a face-to-face basis or raise any funds for the majority of the twelve months. We did however manage to donate to causes as listed on the public benefits statement.

The Club continues to Banks with Co-op, the account is still managed as three pots.

( Administration ) funded by members to cover international dues and Insurance. No Charity funds can be transferred to this pot.

(Activities :) To cover running costs of all events. Excess funds can be transferred from this pot to the Charity account. But NOT from Charity account to this pot.

( Charity ) Fund used only for making grants in accordance with the clubs Grant making policy.

Throughout the year, the Trustees, have ensured the club was true to its objects (listed at ANNEX A to the Grant Making policy) and was run in accordance with the approved Lions Club International Constitution and Grants have been made in accordance with the approved grant making policy and Public Benefit Statement.

FUND RAISING EVENTS Ten Pin Bowling Night Easter Egg Draw One Car park event

GRANTS MADE.

The full list of the grants made for the year is listed in the Audit Report. With a detailed breakdown on the public benefit statement.

Web: http://exeterwestlions.org.uk Email [e-mail]

Attached:

The Club’s 21/22 Grant Making Policy

The Club’s 21/22 Public Benefit Statement

The Audited Accounts

The Trustees Declare that they approve the above report and enclosed documents

Signed on Behalf of the Trustees

W M Mitchell (Secretary_______

Full Name William Michael Mitchell MJF

Dated: July 2022

Web: http://exeterwestlions.org.uk Email [e-mail]

THE LIONS CLUB of EXETER WEST (CIO) Reg No. 1178698

A Charitable Incorporated Organisation

Grant Making Policy

1. The Objects of Exeter West Lions Club

Under the terms of the Clubs’ Constitution, the club will apply funds at its discretion, making grants where they believe that their contribution will make a real difference. The Club will normally make grants in furtherance of its charitable objects; the details of the Objects of the Club are shown in the Annex to this document.

2. Priorities for Support

The number of applications that can be supported is, of necessity, limited to the amount of funds available for distribution in any one year. The Club has determined that the priorities for funding will be:

• subject to other elements of the grant-making policy, no restrictions are imposed on the purpose for which a grant may be made; thus, all applications for support are considered.

• as there are numerous Lions Clubs in the UK, applications from the Exeter Area and surrounding districts are generally given a priority, with those in the county of Devon also being considered. The Club also considers international funding requests referred to them and by the Lions International organisation.

• candidates for support and/or grants are all considered on their own merits, following investigation by the ‘Welfare Committee’. However, given that most of the available funds are raised within the local community, those candidates that are local are given special consideration. Using the former as a guiding principle the following are examples of areas adopted for support:

• Local charities - youth groups, groups working with the elderly, residential and nursing homes, individual appeals.

• Youth and children’s organisations - sport related groups or individuals, scouting and guiding, youth club activities, young people undertaking overseas assignments.

• Community facilities - relief of hardship for individuals and families, village hall projects, community group initiatives.

The above priorities in this policy will be regularly reviewed and may be changed in accordance with the Clubs view of the most effective application of available funds at any point in time.

3. Principles

In awarding grants, the Club will apply the following principles:

• The Club will not normally support applications from large national charities (unless it is from and for the local branch use) or charities dedicated to issues deemed by the club to be already well funded.

• The Club will work with other organisations to fund initiatives beyond the financial scope of a single organisation.

Web: http://exeterwestlions.org.uk Email [e-mail]

• all applications from previous recipients of grants or from previously unsuccessful applicants will be considered by the Club on their own merits. Although the club will have regard to the outcome of the previous grant, any new application will not receive preferential or adverse consideration.

4. Exclusions

The Club will not normally approve the use of funds for:

• purposes for which government has a statutory responsibility to provide.

5. Grant Application Process

All applications for grants should be made to Lion Secretary through the website http://www.exeterwestlions.org.uk. Or directly by letter. Whilst the initial contact may be by any electronic means, all applications must be supported by way of a paper application document.

Before awarding a grant to an organisation or an individual, the club will require the applicant to:

• inform the Club of the purpose of the application, details of the project, the way in which the grant will be used and how it will be managed effectively for its intended purpose.

• provide adequate information regarding the identity and status of the applicant and/or of the status of the person(s) who will carry out the project/work.

• demonstrate that the recipient (whether an organisation or an individual) has and will be adequately insured both in relation to any equipment and facilities purchased by the grant; and in relation to any risk of injury by reason of the project or purpose for which the grant is awarded.

• all equipment purchased with the grant is owned and remains the property of the grant recipient (whether an organisation or an individual).

• on receipt of the grant, either by cheque or through bank transfer, a written acknowledgement of the receipt is to be issued to the Lion Treasurer.

• to comply with the General Data Protection Act May 2018, applicants are required to consent to the use of any personal data supplied by them in the processing of their application is supplied with the individuals consent. This includes transfer to and use by such individuals and organisations as the Club deem appropriate. Applicants are asked to confirm this consent at the point of submitting the application.

6. Assessment Process

The assessment process will be that:

• all grants applications will be subject to initial assessment to ensure that they meet the basic criteria for funding. Grants will be considered by the club at their business meetings, and they will aim to write to all applicants informing them of the outcome of their application for funding within three months of the date of the application.

Web: http://exeterwestlions.org.uk Email [e-mail]

• The club will not be obliged to provide an explanation to the applicant should their application be unsuccessful, however the club does realise the importance of feedback and will, where appropriate, provide suitable comment to the applicant.

• applicants should note that the Club receives far more applications than they have funds to support. Even if a project fits with the criteria and priorities of the club and a detailed assessment has been made, the club may still be unable to provide the grant.

7. Monitoring and Publicity

It is the policy of the Club to monitor at their discretion, all grants made. Where the grant is for an extended period, project progress should be reported on a regular basis. In addition to reports detailing progress, grant recipients are expected to provide:

• a statement of how the grant monies have been spent, this may be in writing or to take up the opportunity (where appropriate) to visit the club to deliver a personal report of how the grant has been spent.

• details (where appropriate) of other funds applied to the same project.

• The club representative(s) may, where appropriate, visit the applicant to view the progress/success of the project and see how and where the grant has been spent.

The Club will ask applicants to consent to the use of their information and project details for publicity purposes, including on-line, in print and otherwise.

Web: http://exeterwestlions.org.uk Email [e-mail]

ANNEX A

The Objects of the Club are:

The advancement of citizenship by:

• promoting the principles of good citizenship.

• encouraging members to take an active interest in the civic, cultural, social, and moral welfare of the community.

• 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.

• 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.

• • supporting youth to develop their skills, capacities, and capabilities to enable them to participate in society as mature and responsible individuals .

• 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.

• promoting volunteering.

• the relief of poverty and the relief of those in need in particular by providing humanitarian aid following a disaster.

• 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 other health issues.

• promoting for the benefit of the public the conservation protection and improvement of the physical and natural environment; and/or

• promoting community participation in healthy recreation.

Web: http://exeterwestlions.org.uk Email [e-mail]

EXETER WEST LIONS CLUB (CIO) PUBLIC BENEFIT STATEMENT 2021 – 2022

As well as providing grants to deserving causes within the Exeter Area, District and Multiple District Lions Club. During the 2021/2022 period and because of the Covid19 pandemic, Exeter West Lions Club has undertaken a limited number of community service projects. Examples of such projects include:

SPECTACLE RECYCLING

Since its formation one hundred years ago Lions Club International has focused on sight related projects. Over the years Exeter West Lions Club have placed spectacle recycling boxes in opticians, doctors’ surgeries, and other relevant locations within Exeter. The boxes are emptied regularly, and all spectacles are normally dispatched recycling however disruptions caused by Covid means we only recently moved on some 12,000 pairs. To date we have sent more than 37,000 pairs.

MESSAGE IN A BOTTLE

Since its introduction, Exeter West have provided the Message in a Bottle Service in the Exeter area. The purpose of Message in a Bottle is to place a plastic bottle in fridges of the infirm and elderly and particularly those living on their own so that emergency services can easily find the bottle which contains contact details plus information about the medication and requirements of the individual.

The Club is currently delivering bulk supplies of the bottles to doctors’ surgeries, pharmacies, and other suitable venues in the Exeter area. The Club maintains stocks of the bottles at the venues in the Exeter area as well as supplying other Clubs in the Southwest.

HEARING AID RECYCLING

The Exeter West Lions Club has to date sent over 31,000 used hearing aids, which have been distributed to townships in Africa, changing the lives of many of the young recipients.

MISCELLANEOUS

The Club has continued to help provide meals for the Westbank Memory Café, As well as supplying Turkey packs, for Christmas dinners. We also distributed forty-five food parcels at Christmas. These were made up and provided by Westbank. We continue to Support the Children’s Hospice SW, Hospiscare, The MS Centre, Exeter Leukaemia fund and Lions Club International Foundation.

Full list of beneficiary’s on page eight of accounts pack

Web: http://exeterwestlions.org.uk Email [e-mail]

Other Public Benefit Assistance and Donations for 2021 -2022 were very limited due to being unable to fund raise, but include>

£500 to LCIF (Lions Club International Foundation) £200 to Westbank to provide meals £120 towards Christmas Meals

£200 to help survivor of tragic fire that killed parents and siblings

£250 to Children’s hospice SW

£250 to Hospiscare £100 to Dunsford Memory Café £100 to Exeter Community Initiative £100 to Westbank Centre £100 to Hospiscare Following member Wing walk. £300 to Exeter Scouts £500 to Hospiscare £500 to Hospiscare at Home £1000 to purchase medical supplies for Ukraine £150 to Water aid £150 to Sight-first

Web: http://exeterwestlions.org.uk Email [e-mail]

CHARITY COMMISSION FOR ENGLAND AND WALES Receipts and ents accounts To CC16a 1st3)21 Section A Receipts and payments Restriet•d Éndowrngnt Total funds Last year Al Recelpts MemWs sub￿￿1￿￿ 1,150 740 FL¥bai&t¥J 1495 1495 letons 312 312 141 AR) Assetan 1509 table}. Sub total 2,Oq6 A3Pa MemW5 D￿9 1.117 349 FLndM$rwJ 1fy) 11WJ 1325 143 Sub to see table Sub Ivtai 325 3,507 1,491 A6 Gash fvnts la¥t yoarend 3.731 8.031 CCXX R1 acry)unts{SSI

(rf any): Address: Section B Disclosure Only complete if the examiner needs to highlight material matters of concem {see CC32, Independent examination of chaiity accounts: directions and gutdance ft)r examiners). Give here brief detalls of any Items that the examtner wlshes to disclose. IER Oct 2018

EXEfER WEST UONS CWBICIO) A5AT)ITHJUNE20 8245A6 ADMINISTRA FUND FUN NG FUND ¢￿En1￿88￿r￿e OpEning Balan 3￿14 my oplnton a trnaml lai¥¥ivdttofO*ateoftrdub'sBffalw5 14eil

EXEfER WEsf LIONS CLUB(CIO) Registered No: 1178698 INCOME & EXPENDrruRE AccouKr FOR THE YEAR ENDED 30 JUNE 2022 ADMINlStRATION FUND INCOME 2022 2021 ccod 2021 Charter Night Social Events-lncome Donations & Sundry Receipts Don.memory D Gubbin Car Parkin8-Admin. Club UnwForm5 Draws Dues Dues in advance Due5 in Arrears Lions Fines 1617.93 Z2 380.1x1 2501 5(M).00 140.56 2101 iio.oi 250.00 215L 0.00 2103 184.80 2520 47.IJ) 202: 825.￿ 2001 250.(10 200L 75.(XI 2007 79.99 60.00 81.00 665.08 75.00 385028 1491.09 EXPENDMIRE Dues-IntematÈonal Dues-MD105 Dues-District 105SW Insurance-club Equipment Lions-In5urance Charter Night Social Events-costs 604.10 701.12 513.IXJ DII 598.50 O.(NJ DIO 84.IXI 64.50 260 44.25 013 1507.79 200 381.50 210 348.75 44.25 Ell Flowers Club Banners Club Unsforms Sundries-Admin ICO-Data Protection Audit Fees Web51te SumUp-Payment fees I&IXl 150 181.(X 232.80 50.1X> iio 35.LM> 250 i(X).(KJ 290 I￿.00 144.00 500 29.59 09* 74.50 36.95 35.00 3905.53 3905.53 2031.90 2031.90 EXCESS OF EXPENDITURE OVER INCOME -55.25 .540.81

EXEfER WEsf LIONS CLUB(CIO) Registered No: 1178698 INCOME & EXPENDrnJRE ACCOUNT FOR THE YEAR ENDED 30 JUNE 2022 FUNDRAISING INCOME c co 2021 2022 2021 Easter Egg Raffles Charity lo-pin Bowlin8 872.51 4150 I623.￿ 4120 2495.51 EXPENDITURE Deposit re Chartty Events Spectscle Collection Bins Transfer to Charity alc o.(X) 5160 30.IXI 2030.IXI 2030.00 21￿.00 EXCESS OF EXPENDMJRE OVER INCOME EXCESS OF INCOME OVER EXPENDrruRE -2030.00 395.51

EXEfER WEST UONS CLUB{CIO) Registered No: 1178698 INCOME & EXPENDITURE AccouNr FOR THE YEAR ENDED 30 JUNE 2022 OIARITY FUND INCOME 2022 Ic c1 .. 2021 2022 cod 2021 Sundry t)onations Donations in memory late J Adams Water Aid donation Transfer ex Fundraisi￿ alc I￿.(￿) 7115 335.00 7117 190.00 Iiy).(X) 71?n 2(KX). 2(KXI.00 2525.00 EXPENDITURE Childrens Hospice SW District 105SW-Sightsavers Di5tritt 105SW-Water Wells Hospiscare ICIF Disaster Fund 9 250.IXI li i(M).(h) l(MY).(M) 11 350.00 Ell LCIF-Diabetes-mem. P Wells Message in a Bottbe Peace Posters Ukraine-Disaster supplies St David5 Fire-Don. to SurvNofs Westbank Hampers 75.lJ) 52.00 43.95 200.00 1445.95 1445.95 2325.fy) 2325.00 1079.05

EXETER WEsf UONS CLUB(CIO) Reglstered No: 1178698 BANK RECONCILIATIONS FOR THEYEAR ENDED 30Th JUNE 2022 2022.. 2021 ERATIVE BANK rne over ExpendI￿re 2363.57 4393.57 -2030.1)0 395.51 2759.08 2363.57 CHARffY ACCOUNT 2022 2021 Bank Balance Add:Excess of Income over Expenditure Less:Excess of Exw)dityre over Income 3606.14 2527.09 1079.05 -125.00 3481.14/ 3606.14 8245.86 8030.60