CHARITY COMMISSION FOR ENGLAND AND WALES | Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of NEWQUAY TOWAN BLYSTRA LIONS CLUB (CIO) On accounts for the year ended 30 JUNE 2023 Charity no (if any) 1187464 Set out on pages 3108 I report to the trustees on my examination of the accounts of the above charity {"the Trust") for the year ended 3010612023 Responsibilities and As the chartly trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of Ihe Chanties Act 2011 ("the Act"). I report in resped of my examination of Ihe Trust's accounts carried out under seclion 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145151(bl of the Act. I have completed my examination. I confirm that no material matters have come to my attenlion in connection with the examination which gives me cause to believe that in, any malerial respect.. accounting records were not kept in accordance with section 130 of the Act or Ihe accounts do not accord with the accounting records Independent examinerfs ststement I have no concems and have come across no other matters in connection wilh the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed: Date: 26 October 2023 Name: COLIN MARTIN Relevant professional qualification(sl or body (if any): Address- 37 Tredour Road, Newquay TR7 2EY ACCOUNTS NEVh2UAY TOV44N 8LYSTRA LIONS CLUB ICIO} CHARITY NO. 1187464 FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2023 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 certfy that they have been drawn up in accordance Iherewilh COLIN MARTIN Independent accountant DATED: 26 October 2023 HEATHER STANLEY Honorary treasurer Page 2 ACCOUNTS NEWQUAY TOWAN BLYSTRA LIONS CLUB ICIOI FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2023 ADMINISTRATION ACCOUNT BALANCE SHEET 2023 2022 FIXED ASSETS 116 231 CURRENT ASSETS Bank account 2148 1537 TOTALASSETS 17 RESERVES Adminislralion account 2264 1768 ACCOUNTS NEWQUAY TOWAN BLYSTRA LIONS CLUB ICIOI FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2023 ADMINISTRATION ACCOUNT INCOMEAND EXPENDITUREACCOUNT 2023 2022 INCOME Donations Marshalling Subseriplions Bank compensation Charter dinner 882 539 100 1150 1709 35 2827 5453 1789 Less. REVENUE EXPENDITURE Dues Postages and stationery Sundries Data protection Bank charges Charter dinner Depreciation 1879 120 321 35 147 2340 11 1488 169 49 35 31 4957 11 1887 EXCESS OF INCOME OVER EXPENDITUREI IEXPENDITURE OVER INCOME) FOR YEAR -98 Page 4 ACCOUNTS NEWQUAY TOWAN BLYSTRA LIONS CLUB ICIOI FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2023 COMMUNITY ACCOUNT BALANCE SHEET 2023 2022 FIXED ASSETS 232 464 CURRENT ASSETS Bank account Money manager account Charity bank account 3226 7091 8774 10782 10017 147 19091 2278 TOTALASSETS 19323 742 RESERVES Community account 323 742 Page i ACCOUNTS NEWQUAY TOWAN BLYSTRA LIONS CLU8 ICIOI FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2023 COMMUNITY ACCOUNT INCOME AND EXPENDITUREACCOUNT 2023 2022 PROFITS ON ACTIVITIES Quizlfundraising Easter fundraising Beer festsval Sleigh 52 852 14027 11895 1363 15223 13310 OTHER INCOME Donations and sponsorship Gift aid Interest Community lunch Sunshine appeal 4077 857 74 459 3584 7346 1475 18344 22569 31654 Less. DONATIONS MADE (see note 2) 290 -721 271 Less: REVENUE EXPENDITURE Zoom Sundries Website host'ng etc Bank charges Community lunch Liability insurance transfer First aid kit and training Dep￿cIall0n 177 254 755 102 929 44 205 173 202 485 65 174 23 2698 EXCESS OF (EXPENDITURE OVER INCOME) FOR YEAR -3419 Page 6 ACCOUNTS NEWQUAY TOWAN BLYSTRA LIONS CLUB ICIOI YEAR ENDED 30 JUNE 2023- NOTES TO THE ACCOUNTS 1 Fixed assets are to be written off over 4 years frorn 1 July 2020 al the rate of 25¥0 per annum on a straight line basis. The details are as follows.'_ ADMINISTRATION ACCOUNT Cost Depreciabon brought forward Deprecption in year 461 230 115 Balance at 30 June 2023 COMMUNITY ACCOUNT Cost Depreciatson brought forward Depreciation in year 116 2557 2093 232 2325 Balance at 30 June 2023 2 DONATIONS MADE District Youth Trust Man Down Fareshare for Disc Childrens. Hospice SW Newquay Fcx)dbank Hendra holidays Newquay Mints FC Verity Curran Newquay AFC Youth Purple Angels 011 an Gwella Sarcoma UK Newquay 1¥ Scouts Newquay Town Band Friends of Skol Nansledan Newquay 5th Scouts East Wheal Rose FC Newquay Harbour Sports Comish Claycutters DISC Newquay LCI Osmosis Appeal Ukraine Rosie's Appeal LCI for Turkeylsyria relief fund Callington Lions Ukriane appeal RNLI Comwall Air Ambulance PEEPS Merlin Cenlre DISC for school unrform RCHT NHS TrL*St Sunnse Unrt Bntish Heart Foundation SW Under Pressure Media- books for sch¢J)Is LCI-ROAR proFct Jamie Hirsl Cornwall Youth Choir Newquay Surf Life Saving Club 148 3000 102 1190 1400 688 200 700 500 250 500 250 250 554 650 250 300 200 200 100 5500 500 300 105 50 320 46 43 139 170 200 500 180 Page 7 ACCOUNTS Friends of Indian Queens School Chylowen Alpacas isight Cornwall Lusty Surf Life Saving Club Godolphin Atlantic Youth FC Newquay in Bloom partnership Radio Newquay Age UK Comwall Riallon Community Assoaation Newquay Cricket Club 500 500 500 480 200 360 321 250 200 Page 8 ## **Trustees' Annual Report for the period** Period start date Period end date 01 July 2022 30 June 2023 **From To** ## Section A Reference and administration details Newquay Towan Blystra Lions Club (CIO) **Charity name Other names charity is known by Registered charity number (if any)** 1187464 **Charity's principal address** Newquay Towan Blystra Lions Club 44 Trerice Drive Newquay Cornwall **TR7 2TE** ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Dr PhilipBunt|Treasurer||NewquayT/B Lions members| ||Mrs Heather Stanley|President||NewquayT/B Lions members| ||Mrs Monique Collins|||NewquayT/B Lions members| ||Mrs Sarah Bunt|||NewquayT/B Lions members| ||Mrs Jill Bunt|Secretary||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** March **2012** **TAR** 1 ## **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. - 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. ## **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. March **2012** **TAR** 2 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 around £1,000 in donations. - **(2)** Donations were made during the year and are listed in the Independent Examiner’s Report submitted - **(3)** Newquay Beer Festival was run for the ninth occasion in September 2022 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)** - **(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 2022, Chrissie’s Sunshine Gin and Fizz Bar raised over £2,000. - **(5)** The Brains of Newquay Quiz 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. - **(6)** The Community Christmas Lunch returned in December 2022 after a break of two years due to COVID and had an attendance of over 90 members of the community who were able to enjoy the food, company and entertainment free of charge thanks to the generous donation of £2,000 from a local businessman. ## **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 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 grants officer will enquire and make recommendations to the business meeting accordingly and in line with the club policy on grant awards which is published on the club’s website. 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. March **2012** **TAR** 3 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 29 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 continues to be a significant success and the community lunch also provided support and friendship for members of the community who might not otherwise have the opportunity to. 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. March **2012** **TAR** 4 ## **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: - the charity’s principal sources of funds (including any fundraising); 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. - 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. 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** Treasurer **Date** 25/1/2024 March **2012** **TAR** 5