## **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 March **2012** **TAR** 1 **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 March **2012** **TAR** 2 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 March **2012** **TAR** 3 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 March **2012** **TAR** 4 Newquay T/B Lions members 7 8 9 10 March **2012** **TAR** 5 li 12 13 14 15 TAR March 2012 16 17 18 19 TAR March 2012 20 ## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** ## **Name Dates acted if not for whole year** March **2012** **TAR** 8 ## **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 March **2012** **TAR** 9 ## **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 March **2012** **TAR** 10 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 March **2012** **TAR** 11 ## 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** March **2012** **TAR** 12 ## **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 March **2012** **TAR** 13 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