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2022-04-30-accounts

Registered charity number: 1150170

NEW FOREST BASICS BANK

FINANCIAL STATEMENTS

YEAR ENDED 30 APRIL 2022

NEW FOREST BASICS BANK

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 APRIL 2022

OUR OBJECTIVES

Guided by the Christian ethos expressing God’s love in action, we aim to relieve poverty or financial hardship in the New Forest and surrounding area by:

We provide these services freely, impartially, confidentially and non-judgementally, irrespective of religious opinion, race, nationality, colour, gender, age, sexual orientation or political opinion.

WHAT WE DO

We operate in the southern part of the New Forest, including Lymington, Pennington, East Boldre, Boldre, Brockenhurst, Sway, Burley, Milford-on-Sea, Everton, Bransgore, New Milton and Barton-on-Sea and the surrounding areas.

There are many reasons why people need a food parcel. It can be caused by something as simple as a benefit payment being late, or a more serious debt issue, an unexpected bill, a family breakdown, domestic violence, losing a job or illness preventing the client from working. Receiving a food parcel can help relieve the stress that food poverty causes.

We provide food parcels to allow our clients some respite while they find a way forward, for example providing a lead-in for the first Universal Credit payment to be received. We may also work with other agencies to help our clients find a way forward and to become more self-reliant.

We rely on the generosity of local people, as well as receiving support from local businesses and local government. Our process is simple:

The charity is run entirely by volunteers who make an invaluable contribution of their time and skills.

The Trustees have regard to the guidance issued by the Charity Commission on public benefit when planning their activities.

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NEW FOREST BASICS BANK

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 APRIL 2022

CHAIRMAN’S REVIEW OF THE YEAR

2022 was another busy year for New Forest Basics Bank as we worked hard to support our clients through the continued impact of the COVID pandemic and, in the latter part of the year, a reduction in benefits combined with increased food and energy costs.

We provided 4,137 parcels in the year which gave over 11,000 people food and basic supplies when they needed it. As well as parcels picked up by or delivered to individuals and families, we also provided school lunches and breakfasts and support for fuel bills.

In addition, we worked with Fareshare, Mencap and the New Forest Citizens Advice Bureau to set up a new Fareshare Community Larder at the Nedderman Centre in New Milton. We also continue to provide volunteers to help out at the Ashley, Pennington and Bransgore larders.

The Fareshare Larders provide fresh and ambient food to people for a small weekly subscription and provide support for individuals and families struggling to make ends meet. The Larders can also provide a useful stepping stone away from the Food Bank as clients have to make a small contribution each visit and physically collect their food.

In 2022 we also took Jane Overall’s Food Rescue Kitchen under our wing. The Food Rescue Kitchen collects surplus food from the supermarkets and redistributes it to people in need. In addition, with the help of a connect4communities grant from Hampshire County Council we are using the food to create meals for our clients and have recently started cooking lessons to show clients how this surplus food can be simply made into nutritious meals.

In April 2022, we received a generous grant of over £30,000 to support the purchase of a refrigerated van which will greatly facilitate collection and delivery processes for both the main Food Bank operations and the Food Rescue Kitchen.

As ever, none of this could have been achieved without the endless generosity of our supporters in the local community and the enthusiasm of our many and varied volunteers who have worked tirelessly to ensure that anyone who has requested our help receives it – all of whom have my undying thanks!

HOW WE ARE STRUCTURED, GOVERNED AND MANAGED

New Forest Basics Bank is a registered charity, number 1150170.

We are a Charitable Association with 64 members. The Association is governed by our Constitution dated 20 September 2012, as amended on 18 September 2013 and 15 July 2016.

We are managed by a team of 9 trustees who are elected or re-elected annually by the members of the Charity at the Annual General Meeting.

The Trustees who served during the year were:

Oliver Stanley (Chairman) Charles Cooke-Hurle (Treasurer) William Munt (Secretary) David da Cunha Anthony Kirke Doug Knight Appointed 20 August 2021 Lynn Peck Jenny Rugman Hilary Tudor

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NEW FOREST BASICS BANK

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 APRIL 2022

FINANCIAL REVIEW

Donations and grants receivable

Income from donations and grants receivable decreased to £207,000 in 2022, compared with £260,000 in 2021, but remain still substantially higher than pre COVID levels. This decrease partly reflects emergency funding of £25,000 received from the New Forest District Council in 2021 during the first year of the COVID pandemic.

Resources expended

Resources expended on charitable activities increased by £10,000 to £189,000 in 2022, mainly reflecting a £22,000 increase in the cost of parcels delivered as the average cost per parcel increased by over 10 per cent. This increase was partly offset by a reduction in the cost of emergency funding as most requests for support for energy bills are now referred to the Fuel Bank Foundation who provide clients with vouchers that can be redeemed with their own fuel supplier.

Net incoming resources and total funds carried forward

Net incoming resources for the year were £18,000 which, combined with funds brought forward, give total funds carried forward of £418,000 at 30 April, 2022.

RESERVES POLICY

The purpose of our reserves policy is to ensure that the New Forest Basics Bank is able to continue delivering its mission of providing food and other basics to people in desperate need.

As approximately two thirds of our funds are tied up in our new building, our reserves policy looks at reserves after deducting the net book value of the building: equivalent to approximately £200,000.

These reserves are intended to provide an internal source of funds for situations such as: a sudden increase in demand for our food parcels; a sharp rise in the cost of the food and other basic items we provide; or an unexpected reduction in either cash or food donations.

The Trustees reviewed the minimum target for these reserves in the year and reduced if from 9 months to 6 months of forecast running costs. The target had been increased to 9 months in 2021 as an interim measure during the worst of the COVID pandemic given the increased uncertainty in the operating environment. For the year ending 30 April 2022, the minimum target equates to approximately £100,000.

The Trustees review the minimum target at least annually to ensure it remains appropriate.

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NEW FOREST BASICS BANK INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES I report to the trustees on rny examination of the financial statements of the New Forest Basics Bank {the Charity) for the year ended 30 April 2022 set out on pages 5 to 9. Responsibilities and basis of report As the trustees of the Charity you are responsib￿ for the preparation of the financial statements in accordance with the requirements of the CharitEs Act 2011 {'the 2011 Act.). I report in respect of my examination of the CharFty's financial statements carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145{5)Ib) of the 2011 Act. Independent examinerfs statement I have completed my examination of the financial ststements. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect- 1. accounting records were not kept in respect of the Charity as required by section 130 of the 2011 Act" or 2. the financial statements do not accord wilh those records. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the financial statements to be reached. David Grffiths FCA Westville Ober Road Brockenhurst Hampshire S042 7ST 27 2021

NEW FOREST BASICS BANK

STATEMENT OF ACTIVITIES FOR THE YEAR ENDED 30 APRIL 2022

Note
INCOMING RESOURCES
Donations and grants receivable
Donations
Grant funding
Gift aid
Total donations and grants receivable
2.
Other income:
Interest income
TOTAL INCOMING RESOURCES
RESOURCES EXPENDED
Charitable Activities
Food and household
Emergency and Christmas
Donations
Premises expenses
Depreciation
Admin and publicity
Total charitable activities
Governance costs
Insurance
Other
Total governance costs
TOTAL EXPENDITURE
Net (outgoing)/incoming resources for
the year
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
Year ended 30 April 2022
Unrestricted
funds
£
Restricted
funds
£
Total funds
£
133,719
-
10,979
-
61,806
-
133,719
61,806
10,979
144,698
61,806
206,504
44
-
44
144,742
61,806
206,548
(110,946)
(10,306)
(11,100)
(10,919)
(7,640)
(8,604)
(25,537)
-
-
-
(1,200)
-
(136,483)
(10,306)
(11,100)
(10,919)
(8,840)
(8,604)
(159,515)
(26,737)
(186,252)
(2,464)
-
-
-
(2,464)
-
(2,464)
-
(2,464)
(161,979)
(26,737)
(188,716)
(17,237)
371,632
35,069
28,800
17,832
400,432
354,395
63,869
418,264
Year ended 30 April 2022
Unrestricted
funds
£
Restricted
funds
£
Total funds
£
133,719
-
10,979
-
61,806
-
133,719
61,806
10,979
144,698
61,806
206,504
44
-
44
144,742
61,806
206,548
(110,946)
(10,306)
(11,100)
(10,919)
(7,640)
(8,604)
(25,537)
-
-
-
(1,200)
-
(136,483)
(10,306)
(11,100)
(10,919)
(8,840)
(8,604)
(159,515)
(26,737)
(186,252)
(2,464)
-
-
-
(2,464)
-
(2,464)
-
(2,464)
(161,979)
(26,737)
(188,716)
(17,237)
371,632
35,069
28,800
17,832
400,432
354,395
63,869
418,264
2021
Unrestricted
funds
£
133,719
-
10,979
144,698
44
144,742
(110,946)
(10,306)
(11,100)
(10,919)
(7,640)
(8,604)
(159,515)
(2,464)
-
(2,464)
(161,979)
(17,237)
371,632
354,395
Restricted
funds
£
-
61,806
-
61,806
-
61,806
(25,537)
-
-
-
(1,200)
-
(26,737)
-
-
-
(26,737)
35,069
28,800
63,869
Total
funds
£
228,067
20,600
10,913
259,580
145
259,725
(114,464)
(22,153)
(9,542)
(8,252)
(8,400)
(13,383)
(176,194)
(720)
(1,734)
(2,454)
(178,648)
81,077
319,355
400,432

The notes on pages 7 to 9 form part of these financial statements.

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NEW FOREST BASICS BANK BALANCE SHE AS AT 30 APRIL 2022 2021 Property 201.687 Fixiur& & fittings TOTAL FV(ED ASSErs 201.687 CURRENT ASSErs Stock Debtors Cash at bank and in hand 12,963 2(YJ223 217Jb20 TOTAL CURRElif￿SSET 227,186 (28,4411 198,745 418264 4tM).432 Restrkted fwds 28AC 3nffi32 ACCUMULATED RJM) 4(K)A32 Thefinanu81 statan&)ts wwe apwobtd bythe Bo*d LrfTntstee5 tyIIMay wd swed onthwr beha￿ by.. Oliver Stanley Chairman. New Forest Basics Bank The notes on page5 7 to 9 fom) partofthese fin•ci4 Stat•)￿.

NEW FOREST BASICS BANK

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 APRIL 2022

1. ACCOUNTING POLICIES

1.1 Basis of preparation of financial statements

The financial statements have been prepared under the historical cost convention and in accordance with the Statement of Recommended Practice Accounting and Reporting by Charities (FRS 102) and applicable UK Accounting Standards and the Charities Act 2011.

1.2 Incoming resources

All incoming resources are recognised once the charity has entitlement to the resources; it is certain that the resources will be received; and the monetary value of incoming resources can be measured with sufficient reliability.

1.3 Food and household donations

As a small charity, we do not have the systems to enable us to accurately track the value of the food and household goods that are donated by the public so no monetary value is recognised for these in the financial statements. However, we estimate that these goods represent one quarter to one third of the value of the parcels we send out; this approximates to between £35,000 and £45,000 in monetary terms.

1.4 Volunteers

The charity does not have any paid members of staff and is dependent on the work of its volunteers and other volunteer organisations to collect food, pack and deliver parcels and manage all of the associated support activities. No monetary value is recognised in the financial statements for the work done by volunteers.

1.3 Governance costs

Governance costs include all costs involved in the public accountability of the charity and its compliance with regulation and good practice.

1.4 Tangible fixed assets and depreciation

Tangible fixed assets are stated at cost less depreciation. Depreciation is provided at rates calculated to write off the cost of fixed assets, less their estimated residual value, over their expected useful lives on the following basis:

Short leasehold – over the life of the lease

Fixtures and fittings – 10 years

7

NEW FOREST BASICS BANK

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 APRIL 2022

2. DONATIONS AND GRANTS RECEIVABLE

Building fund appeal
Other
3.
TANGIBLE FIXED ASSETS
Cost
At 1 May 2021
Additions
At 30 April 2022
Depreciation
At 1 May 2021
Charge for the year
At 30 April 2022
Net book value
At 30 April 2022
At 30 April 2021
Year ended 30 April 2022
2021
Unrestricted
£
Restricted
£
Total
£
Total
£
-
146,298
-
61,806
-
208,104
15,000
244,580
146,298
61,806
208,104
259,580
Short
leasehold
£
Fixtures &
fittings
£
Total
£
210,087
-
-
6,586
210,087
6,586
210,087
6,586
216,673
(8,400)
(8,400)
-
(440)
(8,400)
(8,840)
(16,800)
(440)
(17,240)
193,287
6,146
199,433
201,687
-
201,687
Year ended 30 April 2022
2021
Unrestricted
£
Restricted
£
Total
£
Total
£
-
146,298
-
61,806
-
208,104
15,000
244,580
146,298
61,806
208,104
259,580
Short
leasehold
£
Fixtures &
fittings
£
Total
£
210,087
-
-
6,586
210,087
6,586
210,087
6,586
216,673
(8,400)
(8,400)
-
(440)
(8,400)
(8,840)
(16,800)
(440)
(17,240)
193,287
6,146
199,433
201,687
-
201,687
2021
Unrestricted
£
-
146,298
146,298



The Charity moved into its new Granary premises at the end of April 2020. The site is held on a 25-year lease over which the property is being depreciated.

4. STOCK
2022 2021
£ £
Stock at 30 April 5,000 5,000

8

NEW FOREST BASICS BANK

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 APRIL 2022

5. DEBTORS

Prepayments
Other debtors
Debtors at 30 April
2022
£
5,681
7,400
13,081
2021
£
4,854
8,109
12,963

6. CREDITORS

Accruals
Deferred income
Other
2022
£
2,757
11,345
2,168
16,270
2021
£
3,509
22,704
2,228
28,441

Deferred income represents grants received during the year where the associated costs had not been incurred before the year end.

7. ANALYSIS OF NET ASSETS BETWEEN FUNDS

----- Start of picture text -----
2022 2021
Unrestricted Restricted Total Unrestricted Restricted Total
funds funds funds funds funds funds
£ £ £ £ £ £
Fixed assets 171,833 27,600 199,433 172,887 28,800 201,687
Current assets 198,832 36,269 235,101 227,186 - 227,186
Current liabilities (16,270) - (16,270) (28,441) - (28,441)
Total net assets 354,395 63,869 418,264 371,632 28,800 400,432
----- End of picture text -----

Restricted funds relating to fixed assets represent funds contributed towards the cost of the new building by New Forest District Council. If the Granary building is sold, New Forest District Council is entitled to receive the same proportion of the proceeds as it contributed to the cost of building. These funds are being amortised to unrestricted funds over the 25 year lease of the building.

Other restricted funds represent a grant received to fund the purchase of a refrigerated van which was on order at the year end.

9