2025-06-30-accounts

EXETER WEST LIONS CLUB (CIO) CHARITY No. 1178698

(Part of Lions Clubs International District 105 SW)

“ We Serve ”

TRUSTEES REPORT OF EXETER WEST LIONS CLUB (CIO) FOR YEAR 1[st] July 2024 to 30[th] June 2025

TRUSTEES:

D Moxey W M Mitchell MJF N S Moxey MJF D C Lyon M. Fairley MJF M Rawle

The Club continues to Bank 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.

(Fund Raising :) 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.

The two access savings accounts have now been amalgamated into one earning small interest. The instant access has been closed and the 35day access retained. Money in this account can only be transferred to the Charity Account.

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

FUND RAISING EVENTS

Ten Pin Bowling Night, Christmas Collections, Easter Egg Draw, Charter Draw

GRANTS MADE.

The full list of the grants made for the year is listed on page eight of this document

Attached:

The Club’s 24/25 Grant Making Policy

The Club’s 24/25 Public Benefit Statement

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

Signed on Behalf of the Trustees

W M Mitchell _______

Full Name William Michael Mitchell MJF Dated: December 2025

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.

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

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.

• 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.

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

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.

• 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 2024 – 2025

As well as providing grants to deserving causes within the Exeter Area, District and Multiple District Lions Club. During the 2024/2025 period, 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 for recycling. To date we have sent more than 41,000 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. It is helped with a sticker placed on the front door, which indicates the Message in a bottle is available.

The Club is currently delivering supplies of the bottles to doctors’ surgeries, pharmacies, and other suitable venues in the Exeter area.

HEARING AID RECYCLING

The Exeter West Lions Club has sent over 38,000 used hearing aids, for distribution to third world deprived areas, changing the lives of many of the recipients, young and old.

MISCELLANEOUS

This year, we again supported a holiday for a family with children with special needs, helped other local Charities, including ELF (Exeter Leukaemia Fund) Children’s Hospice SW, Marie Curie, and the Royal Devon & Exeter Hospital Mill Water School (Talking Tablets)

Th Full list of beneficiaries is on page eight of this document

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

EXETER WEST LIONS CLUB Registered No: 1178698

Balance Sheet as at the Year Ended 30 June 2025

Balance at Co-operative bank	2025	2024	2025	2024
Opening Balance July 1st			8953.97	7936.64
Represented by
	2025	2024	2025	2024
ADMINISTRATION FUND
Opening Balance	1274.99	1221.37
Excess of Expenditure over Income	497.97	53.62
Income			1772.96	1274.99
FUNDRAISING FUND
Opening Balance	2431.25	3385.96
Excess of Expenditure over Income	-454.98	-954.71
			1976.27	2431.25
CHARITY FUND
Opening Balance	4668.52	3269.71
Excess of Expenditure over Income	536.22	1398.81
			5204.74	4668.52
INSTANT ACCESS SAVINGS(Closed)
Opening Balance	957.25	942.83
Excess of Expenditure over Income	13.32	14.42	0	957.25
35 DAY ACCESS SAVINGS
Opening Balance	1963.24	1924.85
Excess of Expenditure over Income	1046.76	38.59	3010.00	1963.24
			11963.97	11295.25

Having examined the books and records for the year ended 30[th] June 2925 and confirmed that adequate records have been kept. The financial statement shown above, gives a true and fair view of the stat of the clubs affairs and it’s surplus, deficit for the year ending 30[th] June 2025

Signed Date_3/01/26 Signed Date 3/01/26 Stephen Bates President W M Mitchell Secretary

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

Main Public Benefit Assistance and Donations for 2024 -2025 include>

EXPENDITURE
Millwater School	2400.00
Sight Savers	250.00
LCIF	250.00
Hospice (Via Sky dive)	100.00
Eye Camera Appeal	250.00
Pets Therapy	200.00
St Petrock’s (Homeless)	300.00
Children’s Hospice SW	750.00
BCHA	300.00
RD&E Children’s Unit	1000.00
Exeter Mobility	1000.00
Young Lives Verses Cancer	250.00
Exeter Leukaemia Fund	500.00
Marie Curie	500.00
Orchid Cancer Charity	250.00
Jigsaw Library	400.00
Exeter Hospice (via Walk)	150.00
Children’s Hospice SW Memorium	100.00
Great West Run	100.00
Family Holiday	500.00
Message in a bottle	60.00

TOTAL £9,610.00

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

EXETER WEST LIONS CLUB Registered No: 1178698 Balance Sheet as at the Year Ended 30 June 2025 Balan￿ at Co-operative Bank Opening Balan￿ July 1st Represented by 2025 2024 2025 2024 8953.97 7936.64 2025 2024 2025 2024 ADMINISTRATION FUND Opening Balan Plus excess of expendrture over income 1274.99 1221.37 497.97 53.62 1772.46 1.274.99 FUNDFIAISING FUND Opening Balance Plus excess of expenditure over income 2431.25 3.385.96 454.54 -954.71 1976.77 2431.25 CHARITh FUND Opening Balance Plus eX￿sS of expenditure over income 4658.52 3269.71 5215.09 1398.81 5255.02 3.269.71 INSTANT ACCESS SAVINGS Opening Balance Plus excess of expenditure over income 957.28 13.32 942.83 14.42 957.25 INSTANT ACCESS SAVINGS Opening Balan Plus excess of expenditure over income 1963.24 1046.76 1924.85 38.59 3010.00 11963.97 1963.24 11295.25 Having examined the books and records for the year ended 30th June 2025 and confirmed that adequate records have been kept. In my opinion the financial statements shown. gives a true and fair view of the state of the Clubs affairs and it's surplus deficit fo the year ending 30th June 2025 Signed Ji STEVEN BATES PRESIDENT WM Mitchell SECRETARY