Windermere and District Food Bank Annual Report and Accounts th for the Year Ended 6 April 2024 Reference and Admlnlstratfon Detalls The Trustees present their report and the independently examined Financial Staternents of the Charity for the period ended 6th April 2024. Windermere & District Food Bank is a Registered Charity, No. 1151582, and is constituted a5 a Charitable Incorporated Organisation {"ClO"). Trustees who served during the year were". Rev'd Martyn Coe Chair Tony Farren Treasurer Ali Jarvis Secretary Jean Acker Peter Harrison Rev'd Jo Rand Brian Bradbury Andy Brinkrnan (appointed 15 August 2023) (appointed 7 February 2024) Administration Contart Addre55 7, Brow Crescent, Windermere, LA23 2EY Operating Address Methodist Church Basernent, High Street Windermere LA23 IDY 015394 22569 07789 728811 windermeredistrict.foodbank.org.uk Telephone Ilandline) (mobile) Website Independent Examiner Martin Slader Ltd, 20 Craig Walk, Windermere LA23 2HB Banker5 The Cumberland Building Society 18 Main Road, Windermere LA23 IDY CAF Bank Ltd 25 King's Hill Avenue, King's Hill West Malling ME19 4JQ Objective5 and Activities for Public Benefit The principal objective of the Charitable Incorporated Organisation is the prevention or relief of poverty in the general South Lakeland area in particular but not exclusively, bv providing emergency food supplies In particular but not exclusively to individuals in need and/or charities or other organisations working to prevent or relieve poverty. The Trustees confirm that they have referred to the general guidance on public benefit issued by the Charity Commission when reviewing and planning the charity's aims and objettives. Page I Windermere (Ind District Foodbank Yeor EndedÈ Apri12024
Windermere and District Food Bank Achievement, Performance and Financial Review Summary It is worth re-stating that the ultimate hope of the Foodbank is that its work will no longer be necessary. Sadly, there is no sign of this in the short term. With the start of the Covid-19 pandemic in early 2020 we saw a major expansion in both our work and our finances. Since then demand for our services has continued at the higher level for much of the time. Meanwhile our income has fluctuated, leading to some concern over our on80in8 ability to meet local need. Reserves were still fairly healthy at April 2024. The Foodbank operates from its base in Windermere. In total in 2023-24 we issued parcels for 1404 adults and 572 children (previous year 1418 and 511). The Trussell Trust system ha5 recently been improved to enable us to identify how many unique households are represented in these figures. We served 114 unique households (1113 vouchers fulfilled) in 2023-24, cornpared with 121 (964 vouchers) in 2022-23, so it appears we spread our help across slightly fewer households this year than last. 62 households were first-time referrals in 2023-24. Acknowledgements We are grateful to all our regular donors, who still covered about one sixth of our Increased annual costs. and to the following organisations who gave £250 or more in 2023-24: Hare & Hounds, Bowland Bridge, charity auctron Westmorland & Furness Council Booths- customer rewards passed on Topline Developments Carver Uniting Church Burn How Hotel Windermere Lodge & Chapter Freemasons Heriot Hughes Ltd £5,505 £5,450 £3,547 £1,690 £ 576 £ 750 £ 600 £ 315 Food and other donated items amounted to some 7.4 tonnes in the year, down from 8.6 tonnes in 2022-23 and 10.3 in 2021-22. A third came through Booths supermarket, so we thank Booths and their customers most heartily for that, although the level of these dona- tions is clearly lower than before. Whereas before the pandemic a quarter came from ten local churches, and a further tenth from six schools. Covid-19 restrictions understandably al- Most wiped out these sources, which have still not recovered. This year churches and schools contributed about 6% and 8Yo respectively. We continued to receive generous finan- cial donatfon5 from or8anisation5 and individuals, and continued to spend more of the dona- tions previously received, enabling us to purchase supplies and top-up stock when neces- sary. Our food purchases {with some toiletries and domestic supplies} increased further to a very high level, over £27,000. Since the year-end this ha5 decreased somewhat but the chal- lenge of raising enough Money to cover the continuing high need is increasing. Thanks also go to our team leaders, Tricia and lan, and the team of volunteers who keep ev- erything running smoothly and give such generous Support to the people who need our help. The volunteer5 and trustees worked extra hard during two periods when we had no paid team leader. We welcomed lan Winters into this role in December. Poge 2 Windermere und Distyirt Foodbgnk Year Ended ¢April 2024
Windermere and Dlstrlct Food Bank We welcomed Brian Bradbury and Andy Brinkman as Trustees, both of whom continue to play an active part in the volunteer team. Just after the year-end Peter Harrison resigned as a Trustee for personal reasons and we thank him for his service to the Foodbank. We also acknowledge the professional support of the Trussell Trust team who advise us from time to time and provide the 50ftware on which our food inputs and outputs are recorded. Fundralslng etc. As reported last year, in January 2023 we experimented with direct mail. To raise awareness of the Foodbank, and with IOOYO sponsorship from Lakeland Limited, we produced a leaflet and distributed it via Royal Mail to every address in the Windermere LA23 postcode. It contained requests for money. food, food collection points and volunteers, while also offering help. The major result was a very useful boost to Dur volunteer tearn, two of whorn have since become Trustees. Funds raised at the time would have more than covered the C05t of the mailing. We were very fortunate to receive some large donations in 2023-24 without further fundraising effort. Reserves Pollcy Windermere and District Food Bank relies entirely on donations and grants from individuals and organisation5. The Trustees believe they Should keep unrestricted funds in hand to cover at least 4 months, runnlng expenses, Including food purchases, less the expected level of committed regular giving over that period. This should allow time for further fundraising. ¢h Unrestricted reserves at 6 April 2024 were around £400 below this level. Treasurer's Report th In the year to 6 April 2024 the Foodbank recorded a financial deficit of £7,664 compared with a surplus of £2.238 last year. Receipts decreased by £2,361 while payments were up by £7,541. y h15torlcal standards receipts were stfll much hlgher than any year before 2020-21 but dld not keep pace with increased demand on our services. Meanwhile our purchases of groceries increased sharply to £27,639 (last year £19,342). Travel expenses (last year £7251 reduced further to £366 despite the level of food deliveries we undertook. This was mainly thanks to the fully funded van that we are now operating thanks to generous sponsorship. Payments to Trustees No trustees were paid for any work or services provided. The only payments made to trustees were reimbursement of expenses incurred and purchases made on behalf of the charity, which does not have a card or internet payment facility of its own. In the year, Trustees were reirnbursed a total of £22,351 {previous year £18,619). The great majority of this was for purchase and delivery of groceries direct to the food bank. Annual Report authorised by the Trustees 19° November 2024 Chairman: Treasurer: Rev'd Martyn Coe Tony Farren Page 3 Windermere ond Di5trirt Foodbank Year Ended ¢ April 2024
Windermere and District Food Bank th Independent Examiner's Report on the Accounts to 6 April 2024 Report to the trustees of Windermere & District Food Bank, charity number 1151582. on the accounts for the year ended 6 April 2024, set out on Page 5. I report to the trustees on my examination of the accounts of the above charity for the year th ended 6 April 2024. As the charity trustees of the Trust, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act"). I report in respect of my examination of the Trusvs accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commi55i0n under section 145(5){b) of the Act. I have completed my examination. I confirm that no material matter5 have come to my attentton in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordance wlth section 130 of the Act or - the accounts do not accord with the accountlng records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed.. Date.. 2rtq Mothn Slader Ltd 20 Craig Wolk, Windermere LA23 2HB Annual Accounts for the year ended 6° April 2024 The Independently examined accounts are shown below. The calculation of the weight and therefore estimated value of food Is for Charity Commission purposes, to provide a measurement of equivalent flnancial turnover. No payments or benefrts were provided to any trustees except for the reimbursement of legitimate expenditure incurred on behalf of the charity as follows: Tony Farren £20,673 (previous year £14,511) Jean Acker £1,265 (previous year £1,081) Brian Bradbury £414 (previous year NIL) Ali Jarvis NIL (previous year £27) Ton Lh Farren, Treasurer 12 September 2024 Page 4 indermere t7nd District Foodbonk Yeor Ended ¢ Apri12024
Windermere and Distrlct Food Bank Registered Charity No.1151582 Annual Accounts for th8 Year Ended 6th April 2024 2023124 2022123 Recei Donations From Individuals From Organisat¢ons 10,932 19,044 29,976 1,739 32,819 1,256 Gift Aid Tax Refvnds Interest Received Total Roceipts 31,714 34,075 men Payroll Purthases for distribution to dients Travel & delivery expenses Windermere Methodist C hurch.. licence fee Equipment purchased Telephones and broadband Postage and stationery Insurance Van (covered by donation) General 5,510 27,639 7,896 19,342 725 1,175 20 401 12 1.200 220 1,690 421 1,232 619 39.379 436 972 859 31.837 Publicity Other operating costs Total Payment8 Surplu¥ IIDeficit) on Year Openlng Balance Clo8lng balance Represented by -7,664 20,518 12,854 99 12.755 2,238 18,280 20,518 101 20,417 Cash Bank Food opening balance kg Donated In the year kg Purchased in the year kg Adjustments in the year kg Distributed in the year kg Overl(short) at year-end stock-take Closing balance kg 431 At £2.37 per kg 7359 12538 -225 -19702 223 624 At £2.37 per kg £1,021 £17,441 £29,715 533 48,694 £529 £1,479 £1,197 £20,335 £21,510 988 39,543 -£1,913 £1,021 For Charity Commi881on purp0808 Total Incomo Total Expenditure 49,155 86.072 £2.37 is the value per kn'logram of a standard single's box weighed and valued at Tesco prices as advised by the Trussell Trust at 1 el Sep 2022 and unchanged since. Page 5 Wlndermere and District Foodbonk Yet7r Ended ¢ April 2024