Trustees' Annual Report for the period
| Period start date | Period start date | Period end date | Period end date | ||||
|---|---|---|---|---|---|---|---|
| 01 | July | 2021 | 30 | June | 2022 | ||
| From | To |
Section A Reference and administration details
Charity name Newquay Towan Blystra Lions Club (CIO) Other names charity is known by Newquay Towan Blystra Lions Club Registered charity number (if any) 1187464 Charity's principal address 44 Trerice Drive
44 Trerice Drive Newquay Cornwall TR7 2TE
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| Dr PhilipBunt | Secretary | NewquayT/B Lions members | ||
| Mrs Heather Stanley | Treasurer | NewquayT/B Lions members | ||
| Mrs Monique Collins | NewquayT/B Lions members | |||
| Mrs Sarah Bunt | NewquayT/B Lions members | |||
| Mrs Jill Bunt | President | NewquayT/B Lions members | ||
| Mrs LesleyBaize | NewquayT/B Lions members | |||
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
Constitution Type of governing document
- (eg. trust deed, constitution)
How the charity is constituted
CIO
- (eg. trust, association, company)
Voting at business meeting of Newquay T/B Lions members Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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.
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
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.
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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:
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(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 around £1,600 in donations.
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(2) Donations were made during the year and are listed in the Independent Examiner’s Report submitted
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(3) Newquay Beer Festival was run for the first time since COVID in September 2021 and raised over £15,000 after expenses, all of which was lodged in the club’s community or charity accounts and used to assist Lions International and local good causes
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)
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(4) In 2019 the club had 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 2019. The fundraising activities continue whilst these were slowed by the various lockdowns and restrictions and, Chrissie Jackson, who was an honorary member of the club, passed away during 2021. However, the club continue to lodge money donated in her name in their charity account and these amounts are distributed to good causes chosen by Chrissie and her family. From the Beer Festival 2021, Chrissie’s Sunshine Gin and Fizz Bar raised over £2,000.
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(5) The Brains of Newquay Quiz (5 June 2022) enabled the club to donate £2,000 of the money collected through their activities to all 20 teams that took part and who had nominated good causes to benefit from their efforts.
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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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 either asked to complete a grant application form or submit a request for up to £500 through the Quarterly Grant Scheme which invites local not-for-profit organisations to state what the money would be used for and the benefit which can be derived from this in the local community. The club welfare officer will enquire and make recommendations to the business meeting accordingly. A 12-month fund to support Quarterly Grant submissions was agreed in February 2022 and guides the amount which can be granted during each quarter. 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 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 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.
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
During the course of the year membership of the club started at 25 and ended at 25 volunteers. The main activities are shown at Section C above. The main achievements were maintaining the 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 returned to being a significant success after the break of a year because of COVID but the community lunch which also provided support and friendship for members of the community who might not otherwise have the opportunity to socialise approaching Christmas was not held in 2021 as fears surrounding the possible prevalence of COVID still existed amongst those more vulnerable in the community. 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.
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Section E Financial review
Brief statement of the charity’s policy on reserves
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 fundraising projects.
Details of any funds materially in deficit
None
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
The charity normally holds several ‘signature’ events each year in support of the public good by either raising funds for good causes or providing services for members of the public. These events are: Giant Easter Egg Raffle, Newquay Beer Festival, Brains of Newquay Quiz, Community Christmas Lunch. In addition the group undertake public collections by way of raffle, street and supermarket collections and sponsorship from local businesses and individuals. The Easter Egg Raffle and Community Christmas Lunch had yet to return to their regular spots after the lockdown.
- 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. Since then the club have registered with HMRC for Gift Aid relief.
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 Secretary Date 28/2/2023
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ACCOUNTS NEuAy TOWAN BLYSTRA LIONS CLUB (CIO) CHARITY NO. 1187464 FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2022 Page I
ACCOUNTS CERTIFICATE The accounts have been prepared fr(xn the t)ooks and records rnaintained by Newquay Towan Btystra Lions Club (CIO}, sUppIerrn by infomab.on and explanalk)ns supplied, and we cerbfy that they have been drawn up in a¢cordarte therewitt) COLIN MARTIN Independent accountant DATED: S October 2022 HEATHER STANLEY Honorary treasurer Page 2
ACCOLTh"TS NEWQUAY TOWAN BLYSTRA LIONS CLUB ICIOI FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2022 ADMINISTTIoN ACCOUNT BALANCE SHEET 2022 2021 FIXED ASSETS 231 CURRENT ASSETS Bank account 1520 TOTALASSETS 1768 RESERVES AdmInistratn account 17 Page 3
ACCOLNTS NEWQUAY TOWAN BLYSTRA LIONS CLUB ICIO) FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2022 ADMINISTRATION ACCOUNT INCOMEAND EXPENOITUREACCOUNT 2022 2021 INCOME Donations Marshalling Subscripb'ons Liability Insuran transfer 539 1LKJ 1150 1089 1789 1601 1789 1601 Less.. REVENUE EXPENDITURE Dues Postages and stationery Sundries Dats protection Bank charges Donation transfer to Charty account Depreciation 1488 169 49 35 31 1683 21 27 70 800 115 11 71 EXCESS OF {EXPENDITURE OVER INCOME) FOR Y84R -111 Page 4
ACCOUN'TS NEWQUAY TOWAN BLYSTRA LIONS CLUB (CIO) FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2022 COMMUNITY ACCOUNT BALANCE SHEE[ 2022 2021 FIXED ASSETS 697 CURRENT ASSETS Bank account Money manager account Charty bank account 10782 10017 147 6052 10014 TOTALASSETS 742 238 RESERVES Community account 74 Page 5
ACCOUNTS NEWQUAY TOWAN BLYSTRA LIONS CLUB (CIO) FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2022 COMMUNITY ACCOUNT INCOMEAND EXPENDITURE ACCOUNT 2022 2021 PROFITS ON ACTIVIEs QUnd[BIS1ng Easter fundraising Beer fests.val sIgh 52 12 427 -782 11895 1363 13310 683 OTHER INCOME Donations and sponsorship Donalion transfer from administratson account 1209 800 1000 Grants Interest Happy Voices Sunshine appeal 1764 2942 14758 18344 771 31654 8399 Less: DONATIONS MADE (see note 21 -31383 -134 271 -5033 Less.. REVENUE EXPENOITURE Zoom Sundries Website hosting Bank charges Liability Insuran transfer First aid kf( and training Depreciation 173 202 485 173 300 48 174 EXCESS OF (EXPENDITURE OVER INCOME) FOR YEAR Page 6
ACCOLTr4TS NEWQUAY TOWAN BLYSTRA LIONS CLUB ICIOI YEAR ENDED 30 JUNE 2022- NOTES TO THEACCOUNTS 1 Fixed assets are to be written off over 4 years frcrfn 1 Juty 2020 at the rate of 25Q per annum on a straight line bats. The detaib are as folknvs.'_ ADMINISTRATION ACCOUNT Cost Depreuation tKought forward Depreciation in year 11 115 Balance at 30 June 2022 COMMUNITY ACCOUNT Cost Depreciation brought fOard DePclatiOn In year 231 2557 1860 2093 464 Balance at 30 June 2022 2 DONATIONS MADE 011 an Gwella 111 Newquay Scout Group Dis¢ LCIF Newlyn East Playground Cornwall AirAmbuL8nce Newquay in Bloom Kemow Leaming LCIF UkraineAppeal Emity Parkyn Refuge4Pels Salty's Pet Rescue Bodmin Pony Rescue Cove Sunrise )al East Wheal Rose FC Treloggan Re$ents, AssociatK RNLI Prickles and Paws Newquay Band Swimminwirrmin Nèwquay Marine Group Newquay F¢xJdbank Fnends of Skol Nansleddan Newquay Cormorants Trenance Cottages Kemow Positive Supwjrt Cornwdll Hos Care Newquay Boardrider Newquay Purple Angels Newquay Cricket Club Childrens, Howce SW NSPCC Friends of In¢Jian Queens School FareSha for Disc Urban Biodiversity 250 250 737 1500 500 2050 660 500 1000 250 2500 1500 3c0 3000 200 300 3300 450 50 170 50 50 50 50 50 400 50 330 250 Pag¢ 7
ACCOUNTS Lions Communty Account Happy Voices MD Youth Trust 1782 383 Page 8