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2025-03-31-accounts

Charity registration number: 1189230

Surplus to Supper Trust CIO

Annual Report and Financial Statements for the Year Ended 31 March 2025

UHY Ross Brooke Chartered Accountants 31a Charnham Street Hungerford Berkshire RG17 0EJ

Surplus to Supper Trust CIO

Contents

Reference and Administrative Details 1
Trustees' Report 2 to 3
Statement of Trustees' Responsibilities 4
Independent Examiner's Report 5
Statement of Financial Activities 6
Balance Sheet 7
Notes to the Financial Statements 8 to 17

Surplus to Supper Trust CIO

Reference and Administrative Details

Chairman Mr A C Osborne Trustees : Mr C P L Marke Ms M F Jones Mr M H Koppinen Mr J P Dunn (resigned 30 September 2024) Mr S W Morden T P Mountford (appointed 19 December 2024)

Charity Registration Number 1189230 Principal Office 96 The Avenue Sunbury on Thames Middlesex TW16 5EX Independent Examiner Kerry Hawkins FCCA, UHY Ross Brooke Chartered Accountants 31a Charnham Street Hungerford Berkshire RG17 0EJ

Page 1

Surplus to Supper Trust CIO

Trustees' Report

The trustees present the annual report together with the financial statements of the charity for the year ended 31 March 2025.

Objectives and activities

Objects and aims

The charity collects surplus food, which has no commercial value, from the Supermarkets, and distributes it free of charge to charities and individuals, wholly in support of its primary aims and objectives.

The objects of Surplus to Supper are bridging the gap between food waste and food poverty locally. We take good quality surplus food from across the food industry and distribute it to local schools, charities and individuals who are in need by reason of ill health, disability, hardship and social circumstances.

We work with front line teams, taking pressure off them by providing culturally relevant and nutritious meals and supporting vunerable people. We currently support 150 front line charities, schools, disability and elderly charities and provide meals for a minimum of 3,000 families a week.

Public benefit

The trustees are fully aware of the guidance on public benefit, our activities support all members of the local community in general.

The trustees confirm that they have complied with the requirements of section 17 of the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission for England and Wales.

Achievements and performance

We have once again met the ever increasing needs of the community, we have recruited more volunteers, supported more front line charities, made more collections from supermarkets and distributed more food. We have increased our storage and cooking facilities, freezers and chillers giving us ability to reach further into the community and meet the challenge of food poverty.

Financial review

Policy on reserves

The policy for holding reserves is to meet current going concern obligations and to have the ability to expand operations to meet the needs of the community.

Unrestricted reserves held at 31 March 2025 were £156,417 (2024 - £136,409) Restricted reserves held at 31 March 2025 were £0 (2024 - £27,991)

Structure, governance and management

Nature of governing document

Surplus to Supper Trust CIO was officially registered by the Charity Commission for England and Wales on 27 April 2020. The governing document is the CIO Foundation Constitution. The Constitution was amended on 26th July 2024.

Page 2

Surplus to Supper Trust CIO

Trustees' Report (continued)

Recruitment and appointment of trustees

Every trustee must be appointed for a term of 4 years by resolution passed at the properly convened meeting of the charity trustees.

When appointing Trustees, account must be taken of skill, knowledge and the experience needed for the effective administration of the organisation.

On their appointment, new Trustees will be given a copy of the current version of the Constitution and a copy of the latest Annual Report and Statement of Accounts.

A Trustee shall manage the affairs of the CIO by performing his or her functions in the way he or she decides, in good faith, would be most likely to further the purposes of the organisation. They should exercise such care and skill as is reasonable in the circumstances, in particular, regarding any special knowledge or experience that he or she has.

Major risks and management of those risks

The major risks to which the charity is exposed have been reviewed, and the systems and procedures have been established to manage those risks.

The annual report was approved by the trustees of the charity on .................... and signed on its behalf by:

......................................... Mr A C Osborne Chairman

......................................... Mr M H Koppinen Trustee

Page 3

Surplus to Supper Trust CIO

Statement of Trustees' Responsibilities

The trustees are responsible for preparing the trustees' report and the financial statements in accordance with the United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice) and applicable law and regulations.

The law applicable to charities requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that period. In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charities (Accounts and Reports) Regulations 2008, and the provisions of the constitution. The trustees are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charitable company's website. Legislation governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

Approved by the trustees of the charity on .................... and signed on its behalf by:

......................................... Mr A C Osborne Chairman

......................................... Mr M H Koppinen Trustee

Page 4

Surplus to Supper Trust CIO

Independent Examiner's Report to the trustees of Surplus to Supper Trust CIO

I report to the trustees on my examination of the accounts of Surplus to Supper Trust CIO for the year ended 31 March 2025.

Responsibilities and basis of report

As the charity trustees of Surplus to Supper Trust CIO 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 Surplus to Supper Trust CIO's accounts 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)(b) of the Act.

Independent examiner’s statement

Since Surplus to Supper Trust CIO's gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of the Association of Chartered Certified Accountants , which is one of the listed bodies.

I have completed my examination. 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 Surplus to Supper Trust CIO as required by section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair view' which is not a matter considered as part of an independent examination.

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 accounts to be reached.

...................................... Kerry Hawkins FCCA, UHY Ross Brooke Chartered Accountants

31a Charnham Street Hungerford Berkshire RG17 0EJ

Date:.............................

Page 5

Surplus to Supper Trust CIO

Statement of Financial Activities for the Year Ended 31 March 2025

Note
Income and Endowments from:
Donations and legacies
2
Investment income
3
Other income
4
Total income
Expenditure on:
Other expenditure
5
Total expenditure
Net income/(expenditure)
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
16
Note
Income and Endowments from:
Donations and legacies
2
Investment income
3
Other income
4
Total income
Expenditure on:
Other expenditure
5
Total expenditure
Net income
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
16
Unrestricted
funds
£
232,766
1,631
-
234,397
(214,389)
(214,389)
20,008
20,008
136,409
156,417
Unrestricted
funds
£
138,686
1,272
84,498
224,456
(210,234)
(210,234)
14,222
14,222
122,187
136,409
Restricted
funds
£
-
-
62,013
62,013
(90,004)
(90,004)
(27,991)
(27,991)
27,991
-
Restricted
funds
£
-
-
65,971
65,971
(51,180)
(51,180)
14,791
14,791
13,200
27,991
Total
2025
£
232,766
1,631
62,013
296,410
(304,393)
(304,393)
(7,983)
(7,983)
164,400
156,417
Total
2024
£
138,686
1,272
150,469
290,427
(261,414)
(261,414)
29,013
29,013
135,387
164,400

All of the charity's activities derive from continuing operations during the above two periods. The funds breakdown for 2024 is shown in note 16.

The notes on pages 8 to 17 form an integral part of these financial statements. Page 6

Surplus to Supper Trust CIO

(Registration number: 1189230) Balance Sheet as at 31 March 2025

Note
Fixed assets
Tangible assets
10
Investments
11
Current assets
Debtors
12
Cash at bank and in hand
13
Creditors: Amounts falling due within one year
14
Net current assets
Net assets
Funds of the charity:
Restricted income funds
Restricted funds
16
Unrestricted income funds
Unrestricted funds
Total funds
16
2025
£
52,867
1
52,868
-
118,198
118,198
(14,649)
103,549
156,417
-
156,417
156,417
2024
£
66,107
1
66,108
5,177
107,292
112,469
(14,177)
98,292
164,400
27,991
136,409
164,400

The financial statements on pages 6 to 17 were approved by the trustees, and authorised for issue on .................... and signed on their behalf by:

......................................... Mr A C Osborne Chairman

......................................... Mr M H Koppinen Trustee

The notes on pages 8 to 17 form an integral part of these financial statements. Page 7

Surplus to Supper Trust CIO

Notes to the Financial Statements for the Year Ended 31 March 2025

1 Accounting policies

Statement of compliance

The financial statements have been prepared in accordance with the second edition of the Charities Statement of Recommended Practice issued in October 2019, the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and the Charities Act 2011.

Basis of preparation

Surplus to Supper Trust CIO meets the definition of a public benefit entity under FRS 102. The accounts (financial statements) have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts.

Going concern

The trustees consider that there are no material uncertainties about the charity's ability to continue as a going concern.

Income and endowments

Voluntary income including donations, gifts, legacies and grants that provide core funding or are of a general nature is recognised when the charity has entitlement to the income, it is probable that the income will be received and the amount can be measured with sufficient reliability.

Grants receivable

Grants are recognised when the charity has an entitlement to the funds and any conditions linked to the grants have been met. Where performance conditions are attached to the grant and are yet to be met, the income is recognised as a liability and included on the balance sheet as deferred income to be released.

Expenditure

All expenditure is recognised once there is a legal or constructive obligation to that expenditure, it is probable settlement is required and the amount can be measured reliably. All costs are allocated to the applicable expenditure heading that aggregate similar costs to that category. Where costs cannot be directly attributed to particular headings they have been allocated on a basis consistent with the use of resources, with central staff costs allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset’s use. Other support costs are allocated based on the spread of staff costs.

Tangible fixed assets

Individual fixed assets costing £1500.00 or more are initially recorded at cost, less any subsequent accumulated depreciation and subsequent accumulated impairment losses.

Depreciation and amortisation

Depreciation is provided on tangible fixed assets so as to write off the cost or valuation, less any estimated residual value, over their expected useful economic life as follows:

Asset class Depreciation method and rate Motor Vehicles 25% on reducing balance Plant and equipment - Catering equipment 3 years straight line Plant and equipment - Cold room equipment 25% on reducing balance

Page 8

Surplus to Supper Trust CIO

Notes to the Financial Statements for the Year Ended 31 March 2025 (continued)

Cash and cash equivalents

Cash and cash equivalents comprise cash on hand and call deposits, and other short-term highly liquid investments that are readily convertible to a known amount of cash and are subject to an insignificant risk of change in value.

Trade creditors

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of business from suppliers. Accounts payable are classified as current liabilities if the does not have an unconditional right, at the end of the reporting period, to defer settlement of the creditor for at least twelve months after the reporting date. If there is an unconditional right to defer settlement for at least twelve months after the reporting date, they are presented as non-current liabilities.

Fund structure

Unrestricted income funds are general funds that are available for use at the trustees discretion in furtherance of the objectives of the charity.

Restricted income funds are those donated for use in a particular area or for specific purposes, the use of which is restricted to that area or purpose.

2 Income from donations and legacies

Donations and legacies;
Donations
Grants, including capital grants;
Grants from companies
Unrestricted
funds
General
£
232,266
500
232,766
Total
2025
£
232,266
500
232,766
Total
2024
£
138,686
-
138,686

As explained in the trustees annual report the charity collects surplus food which has no commercial value, from the Supermarkets. As the fair value of the donated food is zero due to the close proximity of the expiry date it is not recorded as income in the accounts.

3 Investment income

Bank interest receivable Unrestricted
funds
General
£
1,631
1,631
Total
2025
£
1,631
1,631
Total
2024
£
1,272
1,272

Page 9

Surplus to Supper Trust CIO

Notes to the Financial Statements for the Year Ended 31 March 2025 (continued)

4 Other income

4
Other income
Grants receivable - Surrey CC
Grants receivable - Spelthorne
Total
Cafe Income
Events
Grants receivable - London Borough Hounslow
Grants receivable - Surrey CC
Grants receivable - Spelthorne
Grants receivable - Unrestricted
Total
Unrestricted
funds
General
£
24,630
34,368
-
-
-
25,500
84,498
Restricted
funds
£
50,000
12,013
62,013
Restricted
funds
£
-
-
15,000
9,520
41,451
-
65,971
Total
2025
£
50,000
12,013
62,013
Total
2024
£
24,630
34,368
15,000
9,520
41,451
25,500
150,469

Surplus to Supper (Trading) Limited, a subsidiary company ran the cafe and events from 1st September 2023 and as such the income and associated costs of this operation are included in Surplus to Supper (Trading) Limited from 1st September 2023.

Page 10

Surplus to Supper Trust CIO

Notes to the Financial Statements for the Year Ended 31 March 2025 (continued)

5 Expenditure on charitable activities

Van costs
Kitchen costs
Staff and volunteer costs
Rent and rates
Insurance
Admin costs
Multi Media support
Post and stationery
Depreciation of plant and
machinery
Depreciation of motor
Light and heat
Credit card fees
Accountancy Fees
Event costs
Repairs and improvements
Independent examiner fee
Consultancy fees
Professional fees
Advertisment
Unrestricted
funds
General
£
5,475
-
151,261
9,500
607
2,189
3,360
992
3,149
15,018
861
1,567
2,910
-
1,923
1,200
8,300
2,412
3,665
214,389
Restricted
funds
£
32,000
24,962
16,338
2,500
-
-
3,600
-
-
-
7,000
-
-
-
-
-
-
-
3,604
90,004
Total
2025
£
37,475
24,962
167,599
12,000
607
2,189
6,960
992
3,149
15,018
7,861
1,567
2,910
-
1,923
1,200
8,300
2,412
7,269
304,393
Total
2024
£
22,160
25,956
140,875
12,000
607
1,414
965
1,216
2,012
20,026
4,789
1,612
3,000
2,230
2,132
1,200
18,443
777
-
261,414

6 Government grants

Grants were received of £12,013 from Spelthorne and £50,000 from Surrey CC to help with the costs of the charity in the year ended 31st March 2025.

In year ended 31st March 2024 grants were received of £15,000 from London Borough Hounslow, £41,451 from Spelthorne and £9,520 from Surrey CC.

The amount of grants recognised in the financial statements was £62,013 (2024 - £65,971).

7 Trustees remuneration and expenses

No trustees, nor any persons connected with them, have received any remuneration from the charity during the year.

Page 11

Surplus to Supper Trust CIO

Notes to the Financial Statements for the Year Ended 31 March 2025 (continued)

No trustees have received any reimbursed expenses or any other benefits from the charity during the year.

8 Staff costs

The monthly average number of persons (including senior management / leadership team) employed by the charity during the year expressed as full time equivalents was as follows:

2025 2024
No No
Number of staff 8 10

Contributions to the employee pension schemes for the year totalled £2,980 (2024 - £1,994).

No employee received emoluments of more than £60,000 during the year

Page 12

Surplus to Supper Trust CIO

Notes to the Financial Statements for the Year Ended 31 March 2025 (continued)

9 Taxation

The charity is a registered charity and is therefore exempt from taxation.

10 Tangible fixed assets

Cost
At 1 April 2024
Additions
At 31 March 2025
Depreciation
At 1 April 2024
Charge for the year
At 31 March 2025
Net book value
At 31 March 2025
At 31 March 2024
11 Fixed asset investments
Shares in group undertakings and participating interests
Furniture and
equipment
£
15,554
4,927
20,481
9,523
3,149
12,672
7,809
6,031
Motor vehicles
£
112,289
-
112,289
52,213
15,018
67,231
45,058
60,076
2025
£
1
Total
£
127,843
4,927
132,770
61,736
18,167
79,903
52,867
66,107
2024
£
1

Shares in group undertakings and participating interests

Page 13

Surplus to Supper Trust CIO

Notes to the Financial Statements for the Year Ended 31 March 2025 (continued)

Shares in group undertakings and participating interests

Cost
At 1 April 2024
At 31 March 2025
Net book value
At 31 March 2025
At 31 March 2024
Subsidiary
undertakings
£
1
1
1
1
Total
£
1
1
1
1

Details of undertakings

Details of the investments in which the charity holds 20% or more of the nominal value of any class of share capital are as follows:

Country of Proportion of voting rights Proportion of voting rights Principal
Undertaking incorporation Holding and shares held activity
2025 2024
Subsidiary undertakings
cafe and
Surplus to Supper
(Trading) Limited
England and Wales Ordinary 100% 100% provision
catering
of
services.

Subsidiaries

The profit for the financial period of Surplus to Supper (Trading) Limited was £Nil (2024 - £Nil) and the aggregate amount of capital and reserves at the end of the period was £(1) (2024 - £(1)).

The profit prior to donation to the charity was £2,927.

Surplus to Supper (Trading) Limited incorporated on 1st August 2024. Company registration number 15042928.

Page 14

Surplus to Supper Trust CIO

Notes to the Financial Statements for the Year Ended 31 March 2025 (continued)

12 Debtors

12 Debtors
Prepayments
Other debtors
13 Cash and cash equivalents
Cash at bank
2025
£
-
-
-
2025
£
118,198
2024
£
4,927
250
5,177
2024
£
107,292

14 Creditors: amounts falling due within one year

Trade creditors
Other taxation and social security
Other creditors
Accruals
2025
£
701
4,516
5,262
4,170
14,649
2024
£
1,084
6,189
3,004
3,900
14,177

15 Commitments

Capital commitments

The charity has a commitment with the Sunbury Cricket Club to lease the premises for 5 years. The lease commenced on 1st August 2021 and runs to 31st July 2026 at a cost of £1,000 per month. There is a future commitment of £16,000 not reflected in the accounts to 31st March 2025.

The total amount contracted for but not provided in the financial statements was £16,000 (2024 - £28,000).

Page 15

Surplus to Supper Trust CIO

Notes to the Financial Statements for the Year Ended 31 March 2025 (continued)

16 Funds
Balance at 1
April 2024
£
Incoming
resources
£
Unrestricted funds
General
General
136,409
234,397
Restricted funds
London Borough Hounslow
15,000
-
Surrey CC
-
50,000
Spelthorne
12,991
12,013
Total restricted funds
27,991
62,013
Total funds
164,400
296,410
The restricted fund consisted of funds provided for containers to distribute
for the community, heating, van running costs and help with staff costs.
Balance at 1
April 2023
£
Incoming
resources
£
Unrestricted funds
General
General
122,187
224,456
Restricted
London Borough Hounslow
-
15,000
Surrey CC
-
9,520
Spelthorne
-
41,451
Greater London Authority
13,200
-
Total restricted funds
13,200
65,971
Total funds
135,387
290,427
Resources
expended
£
Balance at 31
March 2025
£
(214,389)
156,417
(15,000)
-
(50,000)
-
(25,004)
-
(90,004)
-
(304,393)
156,417
more meals, Energy Top Up grants
Resources
expended
£
Balance at 31
March 2024
£
(210,234)
136,409
-
15,000
(9,520)
-
(28,460)
12,991
(13,200)
-
(51,180)
27,991
(261,414)
164,400
Balance at 31
March 2025
£
156,417
-
-
-
-
156,417
27,991
164,400

Page 16

Surplus to Supper Trust CIO

Notes to the Financial Statements for the Year Ended 31 March 2025 (continued)

17 Analysis of net assets between funds

Tangible fixed assets
Fixed asset investments
Current assets
Current liabilities
Total net assets
Tangible fixed assets
Fixed asset investments
Current assets
Current liabilities
Total net assets
Unrestricted
funds
General
£
66,107
1
84,478
(14,177)
136,409
Unrestricted
funds
General
£
52,867
1
118,198
(14,649)
156,417
Restricted
funds
£
-
-
27,991
-
27,991
Total funds at
31 March
2025
£
52,867
1
118,198
(14,649)
156,417
Total funds at
31 March
2024
£
66,107
1
112,469
(14,177)
164,400

18 Related party transactions

During the year the charity made the following related party transactions:

Markku Koppinen

(Trustee)

Has given a grant of £25,000 from his charitable foundation, (2024 - £25,000).

Page 17