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2024-09-30-accounts

WALLINGFORD EMERGENCY FOOD BANK

Trustees Meeting November 2024

TREASURER’S REPORT

SUMMARY

It is fair to say that, from a financial perspective, the last 12 months have been unusually turbulent.

In May I reported to the Trustees that – after many years of having a very healthy (and at times embarrassing) bank balance – there was a serious risk of the Food Bank running out of money in early 2025.

Since then, in response to appeals to supporters there has been an increase in giving, including a very generous contribution of £10,000 from a local Trust. At the same time, the sterling efforts of Alice Penney (the Food Bank Manager) to challenge referrers regarding both general eligibility and the need for summer holiday support, has meant there has been some reduction in demand which has reduced the overall growth in costs.

We therefore end the year in a much stronger position than was expected just 6 months ago.

OVERVIEW OF TREASURER ACTIVITY IN LAST YEAR

I have now completed 3 years in the role of Treasurer. I continue to rely heavily on the support from Martin Holden who deals with the day-to-day operation of the Food Bank’s finances.

For the first time we have this year applied for a grant from South Oxfordshire District Council as part of their “Food and Warmth Grant Scheme”. We used the £5000 grant to provide approximately 100 households with funds to help with the cost of home energy. Distributing this money proved to be more challenging than we anticipated, and my particular thanks go to Gaby Clements for her patience and persistence in dealing with clients.

The HUGGG voucher scheme we first used to help Ukrainian families in early 2022 has also been used this year at Christmas, at Easter and in the school summer holidays in to help families identified by local schools where it was felt the lack of free school meals in these periods would cause particular difficulties.

For most of this year we have offered supermarket vouchers to larger families instead of the normal food parcels, thus giving clients more choice in the food they receive - thanks go to Corinne Clark and Alison Mountford for their work in distributing these. We are still receiving requests for help from families who have moved into our area from war-torn Ukraine and are responding by sending supermarket vouchers.

Page 1 of 4

Page2of4

SUMMARY OF INCOME AND EXPENDITURE

The Food Bank financial year runs October to September, so it is possible to compare the complete 2021-22, 2022-23 and 2023-24 years.

The figures below set out the summary of income and expenditure across the different categories.

Income 2021-22 2022-23 2023-24
£ £ £
Donations via CAF from the web site 21940 40258 37290
Standing Order donations 5502 7055 5705
Other donations 4563 4191 4310
Donations by churches 325 1652 1202
Donations from organisations 3596 7498 19117
Gift Aid 6944 4256 10374
Grants (note 1) 0 0 5000
Interest 16 88 73
Total Income £42886 £64998 £83071
Expenditure
General supplies 18745 28999 20989
Equipment 1410 551 464
Stationery 42 79 100
Rent 600 1050 1200
Maintenance 63 0 0
Expenses_(note 2)_ 39 451 534
Kitchen equipment (ring fenced) 466 0 0
Professional Services 465 415 879
HUGGG vouchers_(note 3)_ 29800 41719 70460
Total Expenditure £51630 £73264 £94626
Balance
Bank Account at 30 Sept 22 / 23 £49018 £40550
Income £64998 £83071
Expenditure -£73264 -£94626
Net £40752 £28995

Notes

  1. Funding from South Oxfordshire District Council (SODC) .

  2. Includes mileage, parking, catering etc.

  3. Includes spending of SODC grant

Page 3 of 4

LOOKING AHEAD

We are starting the new financial year in a reasonably healthy position which has already been boosted with the receipt of over £10000 in Gift Aid plus over £1200 in gifts from organisations. The forthcoming fundraising concert event – the first in Food Bank’s history – will further boost our finances and will put us in good position to be able to continue to help those in need in our communities during 2025

David Tole Treasurer

7[th ] November 2024

Page 4 of 4

Charity Name No (if any) No (if any)
Wallingford Emergency Food Bank 1169402
Receipts andpayments accounts CC16a
For the period
from
~~ee ~~
For the period
Period start date
To
10/1/2023
~~ee~~
Period end date
9/30/2024
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds Last year
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total(Gross income for AR) (Gross income for AR) 78,668 **5,000 ## ** - 83,668 64,996
-
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total receipts 78,668
5,000
-
83,668
64,996
A2 Asset and investment sales,
(see table).
~~——————~~
A3 Payments
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
**Sub total ** 90,274 5,000 - 95,274 73,464
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total payments 90,274
5,000
-
95,274
73,464
A4 Asset and investment
purchases, (see table)
~~—————~~
Net of receipts/(payments) - 11,606
-
-
- 11,606
- 8,468
A5 Transfers between funds
-
-
-
-
-
A6 Cash funds last year end
40,549
-
-
40,549
-
Cash funds this year end 28,943
-
-
28,943
- 8,468
~~=====~~

Section B Statement of assets and liabilities at the end of the period

Categories
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B5 Liabilities
B4 Assets retained for the
charity’s own use
Signed by one or two trustees on
behalf of all the trustees
Details
Details
Details
Details
Details
Signature
Total cash funds
(agree balances with receipts and payments
account(s))
to nearest £
to nearest £
-
-
-
-
-
-
28,943
-
OK
OK
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Print Name
David M Tole
Unrestricted
funds
Restricted
funds
Unrestricted
funds
Restricted
funds
Fund to which
asset belongs
Fund to which
asset belongs
Fund to which
liability relates
Amount due
(optional)
to nearest £
Endowment
funds
-
-
-
-
OK
to nearest £
Endowment
funds
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
David M Tole 6/30/2025