2021-06-30-accounts

Trustees' Annual Report for the period

From

Period start date Period end date

To

20 January 2020 30 June 2021

Section A Reference and administration details

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Charity name

Newquay Towan Blystra Lions Club (CIO)

Other names charity is known by Newquay Towan Blystra Lions Club

Registered charity number (if any)

Charity's principal address

44 Trerice Drive

Newquay

1187464

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1

Cornwall

TR7 2TE

Names of the charity trustees who manage the charity

Trustee name Office (if any) Dates acted if not for whole year Name of person (or body) entitled to appoint trustee (if any)

Dr Philip Bunt

Newquay T/B Lions members

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2

3

Mrs Heather Stanley Treasurer

Newquay T/B Lions members

Mr Danny Baize

Newquay T/B Lions members

4

Mr Chris Bernard President

Newquay T/B Lions members

Mrs Lynn Bartrip-Kay

Newquay T/B Lions members

Ms Patricia Roberts

6

Secretary

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Newquay T/B Lions members

7

8

9

10

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li 12 13 14 15 TAR March 2012

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Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

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Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document (eg. trust deed, constitution)

Constitution

How the charity is constituted (eg. trust, association, company)

CIO

Trustee selection methods (eg. appointed by, elected by)

Voting at business meeting of Newquay T/B Lions members

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Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

• policies and procedures adopted for the induction and training of trustees;

• the charity’s organisational structure and any wider network with which the charity works;

• relationship with any related parties;

• trustees’ consideration of major risks and the system and procedures to manage them.

Newquay T/B Lions is a chartered club of Lions Clubs International. Charter club number 10383. Its constitution is the standard international constitution for Lions Clubs.

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

The purposes of this club shall be: (a) To create and foster a spirit of understanding among the peoples of the world. (b) To promote the principles of good government and good citizenship. (c) To take an active interest in the civic, cultural, social and moral welfare of the community. (d) To unite the members in the bonds of friendship, good fellowship and mutual understanding. (e) To provide a forum for the open discussion of all matters of public interest; provided, however, that partisan politics and sectarian religion shall not be debated by club members. (f) To encourage service-minded people to serve their community without personal financial reward, and to encourage efficiency and promote high ethical standards in commerce, industry, professions, public works and private endeavours.

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Trustees have had regard to the guidance issued by the Charity Commission on public benefit in relation to all activities which the club have taken part in during the year in question:

• (1) Santa assisted at several community-based events over the Christmas period. A sleigh belonging to the charity completed street tours with Santa and his volunteers raising £1,200 in donations.

• (2) Donations were made during the year and are listed in the Independent Examiner’s Report submitted

• (3) The club agreed to support the fundraising work of a local woman who had been diagnosed with stage four terminal cancer by acting as the administrator and providing the financial accountability and banking services. ‘Chrissie’s Sunshine Appeal’ which commenced during April The fundraising activities continue whilst these were slowed by the various lockdowns and restrictions.

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

• policy on grantmaking;

• policy programme related investment;

• contribution made by volunteers.

All grants are made after the club members have had the opportunity to discuss the merits of donations and vote on each. Those requesting grants are ideally asked to complete a grant application form which is available on the club’s website

www.newquaytowanblystralionsclub.org.uk and the club welfare officer will enquire and make recommendations where it is considered appropriate. The club members will take the following into consideration in determining whether a grant or donation will be made: (a) the extent of the need of the individual or organisation requesting; (b) if a request is for a specific piece of equipment to be funded, are other sources of funding available (either as donations or from a statutory agency); (c) if the request is from another charity or good cause, to what extent are

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funds donated used to support the cause as opposed to being used for administrative purposes; (d) what opportunities have been taken by the applicant to assist themselves in raising funds and are the Lions possibly able to help them in this regard; (e) what potential exists for publicising any donation or grant (where appropriate) – e.g. by a Lions Club logo on a piece of equipment this raising the profile of the club and its purposes.

Section D Achievements and performance

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Section D Achievements and performance

During the course of the year membership of the club started at Summary of the main 25 and ended at 25 volunteers. The main activities are shown at achievements of the Section C above. The main achievements were maintaining the charity during the year high profile of the club within the local community and organising events which both served the community and raised funds for good causes. The Beer Festival which has been such a significant success was not able to be held in 2020 and neither was the community lunch which also provides support and friendship for members of the community who might not otherwise have the opportunity to socialise approaching Christmas. Both of these signature activities were set to return in 2021. Requests for grants were able to be met from funds raised where it was agreed to offer assistance and the club administration fund (not collected from the public – only internal) remained in good standing.

Section E Financial review

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Brief statement of the charity’s policy on reserves

Details of any funds materially in deficit

The charity runs a community, charity and savings account as well as an administrative account. The administrative account holds no funds which have been collected from the public – this is subscriptions from members, services of club members paid for, and internal fund raising only. The Charity account contains funds which have already been agreed to be donated but not yet paid out. The community account is the collection account for funds raised from the public and the savings account holds moneys set aside as reserves for specific pump-priming of specific fund-raising projects.

None

Further financial review details (Optional information)

• The charity normally holds several ‘signature’ events each year

• You may choose to include in support of the public good by either raising funds for good

• additional information, causes or providing services for members of the public. These

• where relevant about: events are: Giant Easter Egg Raffle, Newquay Beer Festival,

• the charity’s principal Brains of Newquay Quiz, Community Christmas Lunch. In

• sources of funds addition the group undertake public collections by way of raffle, (including any street and supermarket collections and sponsorship from local fundraising); businesses and individuals. It is hoped that these events will

• return to their regular spots after the lockdown.

• how expenditure has supported the key objectives of the charity;

• investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

The charity decided to convert to a CIO and was given approval and established on 1 July 2020. The New Charity details are Newquay Towan Blystra Lions Club (CIO) - Charity No. 1187464

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)

Full name(s) Philip Bunt

Position Advisor to the Trustees Date 28/4/2022

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ACCOUNTS NE￿uAy TOWAN BLYSTRA LIONS CLUB ICIOI CHARITY NO. 1187464 FINANCIAL STATEMENTS FOR THE Y&4R ENDED 30 JUNE 2021 Page I

ACCOUNTS CERTIFICATE The accounts have been prepared from the books and records maintained by Newquay Towan Blystra Lions Club ICIOI, supplemented by information and explanations supplied, and we certify that they have been drawn up in accordano therewith COLIN MARTIN Independenl accountant DATED. 1 December 2021 HEATHER STANLEY Honofary treasurer Pa8e 2

ACCOUNTS NEIAQUAY TOWAN BLYSTRA LIONS CLU8 ICIOI FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2021 ADMINISTRATION ACCOUNT BALANCE SHE 2021 2020 FIXED ASSETS 346 CURRENT ASSETS Bank a¢￿Unt TOTALASSETS RESERVES Administration accounl Page 3

ACCOUNTS NEWQUAY TOWAN BLYSTRA LIONS CLUB ICIOI FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2021 ADMINISTRATION ACCOUNT INCOME AND EXPENDITURE ACCOUNT 2021 2020 PROFITS ON ACTIVITIES Charter Celebratsons Less. Charter celebr*on costs 1935 651 OTHER INCOME Donations Marshalling Subs¢nptions Members. lund raising and raffles Liats'hty Insur4r￿e transfer 1798 451 1089 1601 Less REVENUE EXPENDITURE Dues Postages and siatsongry Sundries Ilafe grant Dats protectif￿12 years) Oonabon transfer tr) Chanty aci))unt Deprecwb 1683 21 27 2019 215 42 150 70 EXCESS OF (EXPENDITURE OVER INCOMEY INCOME OVER EXPENDITURE FOR YEAR Page 4

ACCOUNTS NEWQUAY TOWAN BLYSTRA LIONS CLUB (CIO) FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2021 COMMUNITY ACCOUNT BALANCE SHEET 2021 2020 897 930 FIXED ASSETS CURRENT ASSETS Bank account Mow managor accwnt Chanty bank Y£count 6052 10014 1CKJ13 TOTAL ASSETS RESERVES Comunty ac<y)unt Page S

A('C'( JI IN I NEMfJuAY TOW4N BLYSTRA LIONS CLUB ICIOI FINANCIAL STATEMENTS FOR THE YEAR ENOED 30 JUNE 2021 COMMUNITY ACCOUNT INCOME AND EXPENDITURE ACCOUNT 2021 2020 PROFITS ON ACTMTIES QU￿rtUndftbwn9 Eastér fundrnisin9 B•er f•stsval Communty lUr￿h Sknoh 12 427 -782 359 -252 9241 OTHER INCOME rth18t￿S and wsornhip D¢￿81K)n transfer Irom •dffMnl¥tralwi •c¢tyJni 1209 109S Grnnls Subs¢rlpYons Interest 18 Sunshine apwl 33422 Less. DONAnoNS MADE IWJ rth 41 7810 L•ss. REVENUE EXPENDITURE 150 Zwm Sundri COVID IAtsbs6te hostr'ng L￿bIlty Insuf•nc* tr•n8fw 173 150 EXCESS OF (EXPENDITIJRE OVER INCOMEY INCOME OVER EXPENDITURE FOR YEAR Pa8¢ 6

NEWQUAY TOWAN BLYSTRA LIONS CLUB ICIOI YEAR ENDED 30 JUNE 2021- NOTES TO THE ACCOUNTS The chanty was formed on 20 January 2020 but there weffj no tr8ns8Ctions betsveen that dale and 30 June 2020 The cornparalive figure5 for the year ended 30 June 2020 relate lo accounts prepared by the fomer Independent Examiner for the Newquay T¢)wan BlyEtr8 Club Ichanty number 11346601. On 1 July 2020 all of its a$sels were transf8ired lo the new charity. Fixed assets are lo be wrttten off over 4 yeats from 1 July 2020 at th8 rale of 25% per 8nnum on a slraighl line basis. The detsils are as lollows'.- ADMINISTFiATION ACCOUNT Cost Depreciation in year Balance al 30 June 2021 461 COMMUNITY ACCOUNT Depreciat￿ bmughl forward Depreciation in ye8r 1627 1860 Balance at 30 June 2021 DONATIONS MADE Newquay RNLI Sunnse Appeal Cove Amenity Fund RCH TnJst Pnckles and Paws Bodmin Pony Rescue Refuge4Pets Macmillan Lion5 Community Account Lane Theatrel lo administrakn'on account) Cornwall Air Ambulance Medin MS Centre Man Down Disc Youth Trust Mrs P Welsh Children's Hospice SW Brrtish Heart FOundat￿n Angela McKendrick Tegan Flannigan Sense Comwall Newquay Mints Newquay Trelherras School Cornwall Blood Bikes Cornwall Hospice Care Karen Shimmin Sta￿Y Eady Tara Marchinglon Cr81g Heness Amy Sherman Keziah Exell Steve and Lynne Greening 10(KJ 10 150 104 215 100 342 200 100 485 485 24 24 200 150 1(M)