## **Trustees’ Annual Report for the period** **From 01/01/24 Period start date To 31/12/24** ## **Period end date** ## **Charity name: Otley Foodbank** ## **Charity registration number: 1197645** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|The objects of the CIO are seeking to
relieve persons in Otley, and surrounding
districts in West and North Yorkshire, that
are in financial hardship, need or distress in
such ways as the trustees from time-to-time
think fit, in particular, but not exclusively by:
a) providing emergency food, essential
toiletries and household items to
individuals and families in need
and / or for distribution by charities
or other organisations working to
prevent or relieve poverty, and
b) such other means, including (but not
limited to) the relevant provision of
support or signposting to relevant
information or other advisory
services as the trustees shall think
fit.| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|The charity has provided an average of 280
food parcels per month to those in need in
Otley and the surrounding area, following a
referral from other agencies. This is slightly
fewer than last year as we made some
changes to our system, requiring recipients
to ask for a new referral after 8 weeks, up
to a maximum of 3 referrals in a 12 month
period. This was decided, after much
discussion, as we were concerned that the
amount we were spending to supplement
food donations was exceeding financial
donations.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The trustees have had due regard for the
guidance issued on public benefit.| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||
SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|When funds allow, the charity may make a
grant to other charities or charitable
organisations, seeking to alleviate food
poverty| |Policy on social investment
including program related
investment|Para 1.38|| |Contribution made by
volunteers|Para 1.38|The charity, and the work it does, is
organised and staffed wholly by volunteers,
whose contribution is invaluable. We have
about 60 volunteers who make up parcels,
stock shelves, collect from collection points
and deliver parcels to recipients. The
Trustees and Management Group are also
volunteers.| |Other||| ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|In 2024, the charity delivered 3353 parcels
to recipients who were struggling to feed
themselves and their families. Many were
parcels delivered on a weekly basis as the
energy and cost of living crisis continued
and families found themselves unable to
cope without help.
We also delivered items at Christmas and
Easter to provide extra seasonal items
which many could not afford.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |
Achievements against
objectives set|
Para 1.41|
The charity has achieved its objectives
although we accept that we may not have
reached all those in need of help. We
continue to try to reach as many as| |---|---|---| |||possible.| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|Our financial position is healthy. We
received £28,517 in donations of which
£10,000 was a donation from The Postcode
Lottery. The Postcode Lottery. We spent
£26,465 to supplement food donations and
£2,576 on running costs. The balance in
our account is £46,683| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Reserves are held, firstly, to enable the
purchase of supplies to supplement the
food donations. We currently spend an
average of £ 500 each week on purchase
of food. This amount has increased over
the year as prices have risen. We now find
that our spend exceeds our monthly
donations
Secondly, we have a short lease from the
Local Authority for our premises. We may
have to find other premises on which we
would have to pay a commercial rent.| |Amount of reserves held|Para 1.22|Our end of year balance is £46,683, all of
which is available for use| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|| ## **Additional information (optional)** You may choose to include further statements where relevant about: |
The charity’s principal
sources of funds (including
any fundraising)|
Para 1.47|
The funding for the charity comes from
donations from the general public and local
businesses| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|A fall in donations of food at collection
points makes it difficult, at times, to keep up
with the increasing demand. We have the
funds to shop for supplies but find that we
are regularly spending more to keep up
with demand. We are now spending more
each month than we receive in donaons.| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Trust deed| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|CIO| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|Trustees were originally selected from the
steering group, made up of representatives
of local churches. In future, we will look to
fill vacancies from our group of volunteers,
or from the local community.| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: |
Policies and procedures
adopted for the induction
and training of trustees|
Para 1.51|
Volunteers are asked to fill in an application
form, provide two referees and have an
interview with a trustee. Delivery drivers are
asked to complete a Self-Declaration form,
confirming they have no convictions. We
have an Advice for Drivers document, with
information on safe practice. Procedures
are in place to deal with any situations
which compromise safety. We have
appointed a safeguarding offcer.
Training is given by working with other,
more experienced volunteers.| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|The charity has 6 trustees, who are
volunteers, and the day to day running of
the charity is delegated to a management
group, made up of the trustees and two
volunteers. The charity has links within the
local community, to other groups, who, in
the main, carry out charitable functions.
Otley Community Group was set up at the
beginning of the covid pandemic to co-
ordinate a whole town response and has
continued to meet, recognising the mutual
support it offers.| |Relationship with any
related parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|Otley Foodbank| |---|---| |Other name the charity uses|| |Registered charity number|1197645| |---|---| |Charity’s principal address|Spring Gardens Annexe
Westbourne Grove
Otley
LS21 3LJ| ||| ## **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)**| |---|---|---|---|---| ||ShirleyRuth Parker|Chair||| ||Rosemarie Utley|Treasurer||| ||BarryMilner|||| ||John Howard
Chaplin|||| ||Allan Frederick
Boddy|||| ||Margaret Lesley
Turner|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – Corporate trustees names of the directors at the date the report was approved **Director name** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** ## **Funds held as custodian trustees on behalf of others** Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** **Type of Name Address adviser** ## **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s) Full name(s)** Shirley Ruth Parker **Position (eg Secretary,** Chair of trustees **Chair, etc)** **Date** CHARITY COMMISSION LNtsiAND AND WAtES O Y L tsy 1SAn Receipts and payments accounts CC16a For th• p•rfod To . IZ.Zo4- Soction A Receipts and payments Unr••tslct•d fund• RMtrlet•d lu1￿• En¢lowm•fit lund• Tot•1 fund• L•¥1 y••r 10 ty4• n••r••t £ to lh• nMF••lÉ to n•w••t t ioth• nMrnAtt to th• £ A1 R•c•l l• AR) 25 Sii L8S¥i JO ￿78 n¥ lyS17 AJP• nl• Sub tot*1 A4 Awl and InvMtm•nt Sub tot•1 N•t oIr•¢•Ip￿{p•Yrn•n11) AS Tr•n•l•r• b•tw••n lund• A8 C••h lund* la•t ymr •nd C•8h lundJ th1* y••r •nd CCXX Rl •cc¢unt• ISSI Section B Statement of assets and liabilities at the end of the period Unrestr4cted lund• to ng•rvtÉ R*stdcted lund• Endowment lund• to nur•4t £ B1 C••h fund8 Total ¢ash fvnds •>)JwMib}I Unrn•trlct fund• lo nur••t e R••trlctgd lund• to n•avMtE End<)wm•n¢ fund• to E 0rf311* Fund towhlch •Mg1 b•lon Detai15 CoBt loptloth•l) *hlch Currnnt v•1 onal Doiails Cwlloworbnl) B4 A•sgts r•talnod for th• charSty'* own u•• Fund towhbch knouni duo Detsll BS Ll•bllltlo• SNJn•d by on• or truslges on b8haif ol th• tru$tws Date of roval SvJn?luro Prlnt N4m• CCXX R2 a￿Ounts ISSI 2￿24 CHARITY COMMISSION FOR ENGLAND AND WAIES Independent examiner's report on the accounts Sectlon A Indopendent Examiner's Report Report to the trustees On accounts for tho year ended 31 Charity no lif any) Set out on pages Itemembei 10 Indude 11)e page nunibers of ￿ld111¥￿al ylipeis, I report to the trustees on my examination of the accounts of the above charity I'the Trust") for the year ended S I li As the charity's truslees. you are responsible for the preparation of the accounts in accordan￿ with the requirements of the Charities Act 2011 {"the Act.). Responsibilitiès and basis of report I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Acl 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 tThe d￿rity'S gross incorne exceeded £250,000 and l aFft qualifie examiner's statement undertake the examination by being a qualified membgr of lin88Ft Ramtrof applicable li#ts&bedyll. Delete ( l if not applicable. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below ') which gives me cause to believe Ihat in, any malerial respect.. the accounting records were not kept in accordan￿ with sèction 130 of the Charities Act- or the accounts did not accord with the accounting records.. or the arxounls did not comply with Ihe applicable requirements concerning the fomi 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 concems and have come across no other matters in connection wilh the examinalion to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete the words in th& brackets if they do not apply. IER Oct 2018 8lgn•d: D•t•: 2)(ty11i<5- Nam•; R•l•v*nt prof•Mlonal qu•llfi¢•tlonl•l or body (If any): Addr•u: 014 Section B Dl$closure Only complete if the examiner needs lo highlighl maienal marters ol ronc8rn (Me CC32. Independanl examinaiion of chanty •ccounl8' direcborn and guidance for éxaminers) IER Oct 2018 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiners Report R•port to the tru•teesl m•M￿rn of Fr•f• W, On accounts for th• yoar •nd•d Charity no (if any) S•t out on pago• I report to the trustees on my examination of the unts of the above R••pon•lbll1ti￿ and AS the chanty tru8tees of the Trust, you are responsible for the preparation b••ls of rnport of the accounts in accordance with the requirements of the Charrtbes A( 2011 Ilhe Act.). I report in respect of my examination of th8 Trust's accounts carried out under s8Ction 145 of the 2011 Act and in Carrying out my examinatK)n. I have followed the applicable Directions given by the Charty Commission under section 14515)(b) of the Act. I have completed my examination. I confimi that no matenal mallers have come to my attention (other than that disdosed below ') in connection with the examination which gives me cause to believe that in, any material respect.. accounting records were not kept in accordance wth section 130 of the Act or the accounts do not accord wrth the accountsn9 records Indop•nd•nt •xamln•rf8 Statement I have no concems and have Come across no olher matters in connacts'on with the examination to which attention should be drawn in order to enable proper understanding of the aG¢ounts to be reached. . P188se delete the ¥wds in the br8ckets rf they Iyo not apply. Dats: Slgnod: Nam•: R•l•v*nt profo••lon•l quallflcatlon(s) or body Ilf anyl: r rlthi (l{itr) J• 4 ¢ Addr•M: IER OCto￿r 2018