Trustees’ Annual Report for the period
Period start date 11/01/2023 Period end date 10/01/2024
Charity name: Elland and District Foodbank
Charity registration number: 1201549
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To prevent or relieve poverty in the HX4 and HX5 Elland and District area by: ● Providing emergency food and basic essential items to individuals and families in need and /or other charities and organisations working to prevent or relieve poverty for their distribution ● Providing support, advice or signposting to the relevant information or advisory services ● Working in partnership with other organisations in the relief of food poverty ● Giving emergency assistance to anyone seeking help and signposting as a one-off provision, at the discretion of the trustees. |
| 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 |
Weekly food provision to people in poverty from HX4 or HX5 every Saturday. In addition to food, we provide pet food each week and toiletries/cleaning products once a month. A coffee bar is available for clients to use for social support. Local councillors and other community groups are present to provide additional support and guidance to clients about housing, finance etc. On Fridays each week, volunteers pick up food donations from local supermarkets/donors. We also have a network of individuals, schools, church |
| groups, businesses, and organisations who regularly donate to us. We work with other charities and voluntary groups across Calderdale to ‘trade’ items to best use the collective resources to benefit the wider community in need. The Trustees identify and make grant applications to support the running of the Foodbank. |
||
|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees are aware of, and have regard to, the Charity Commission's public benefit guidance. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | N/A |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | The volunteers are organised into 6-week rotas for every Friday and Saturday of the year. On Fridays, three teams of 6 volunteers collect from our local supermarket donors. An additional 4 volunteers help unload, sort and pack staple provisions and fresh produce bags ready for distribution on Saturday mornings. The Saturday team of 10 volunteers carry out a range of tasks from welcoming the clients; registering new clients; distributing the food bags; providing refreshments and signposting clients to other organisations as appropriate. Volunteers are encouraged to provide feedback on the effective operation of the Foodbank and many good ideas have been implemented. We also have the support of 3 local councillors who either attend on Saturday mornings to give advice or bring food donations each week. |
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 | On average 58 households attend the Foodbank each week, feeding 70+ adults and 50+ children. This is an increase of 17% in adults and 34% in children from 2022. 80% of clients are from HX5 and 20% from HX4. We provided food to 8 clients who lived outside HX4 and HX5 and directed many more who contacted us by telephone or email to their relevant Foodbank. We collect from 7 local supermarkets/food suppliers each week. We have 39 committed and active volunteers, 8 new to us this year. The volunteers receive a written monthly update following the Trustees meeting and a Safeguarding training course was provided in May 2023. We had a volunteer social event in November 2023 to thank our volunteers for their time, effort and commitment. In January an Annual General Meeting is held for donors and the public to hear about the work of the Foodbank in the previous year. A newsletter is circulated to everyone on the Foodbank’s circulation list. In addition to the National Lottery Grant awarded this year, the Trustees applied for and received other grants from the One Stop Shop and the Local Authority. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | N/A |
| Performance of fundraising activities against objectives set |
Para 1.41 | When we became a charity, we applied for and received funding from the National Lottery, which will secure our future for at least the next two to three years. We also applied for and received grants from Calderdale Local Authority (for running costs) and the One Stop Supermarket (to purchase food). |
| Investment performance against objectives |
Para 1.41 | N/A |
| Financial Review | Financial Review | Financial Review |
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | 2023/2024 was a successful year for the Elland And District Foodbank. Gaining charitable status allowed us to successfully apply for and receive grants which has secured our financial position for the foreseeable future. Our financial donations also increased in the period. Our non-financial donations continued to grow which helped us significantly minimise our running costs. Opening our new bank account and implementing improved financial controls and reporting allows us to review our financial position proactively and highlight any financial risks. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The reserves we are holding cover our expected expenditure levels for the next 2 years. This will enable us to put plans in place should our income levels fall, yet at the same time, help maintain our clients' current levels of support. In the next financial period and future years, we will apply for available grants to cover our expected expenditure and keep our current level of reserves intact. |
| Amount of reserves held | Para 1.22 | £35,000 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | None |
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 | Donations and grants |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | A significant reduction in our financial and food donations |
| Other | ||
Structure, Governance and Management
| Structure, Governance and Management | Structure, Governance and Management | Structure, Governance and Management |
|---|---|---|
| Description of charity’s trusts: | ||
Type of governing document (trust deed, royal charter) |
Para 1.25 | ‘Foundation’ model constitution |
How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charitable Incorporated Organisation (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 | Potential new trustees are approached to become a trustee following agreement at a trustee meeting. Consideration is given to the skills, knowledge and experience needed for the effective administration of the CIO. The role is fully explained to them. The potential new trustee is invited to a trustee meeting following which they confirm their acceptance of the role. |
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 | Each new trustee is provided with ● a copy of the current version of the constitution, policies and risk register ● a copy of the CIO’s latest Trustees’ Annual Report and statement of accounts ● the Volunteer handbook which details the operational roles of Duty Manager and Registration Manager - both of which are carried out by Trustees. ● Each new Trustee is supported in taking on new roles by existing Trustees. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The Foodbank has 10 Trustees who manage the affairs of the CIO as per the constitution. 39 volunteers are organised into a 6-week rota to ensure the service is provided every Friday and Saturday. The Foodbank has Trustee representation on the Calderdale Food Poverty Forum which brings together charities and voluntary organisations related to food poverty. It meets 6 weekly. |
| Relationship with any related parties |
Para 1.51 | N/A |
Reference and Administrative details
| Charity name | Elland and District Foodbank |
|---|---|
Other name the charity uses |
N/A |
Registered charity number |
1201549 |
| Charity’s principal address | Springfield House Forest Hill Road Elland Huddersfield Yorkshire HD3 3FB |
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|
|---|---|---|---|---|
| 1 | Moira Ann Mansfield |
Safeguarding Lead | ||
| 2 | Brian Denis Mansfield |
|||
| 3 | Colin Sherwood | Chair | January- August 2023 | |
| 4 | Chris Morton | Storage | ||
| 5 | Andrew Jacobs | Vice-Chair and GDPR Lead |
||
| 6 | Joanne Miller | Secretary | ||
| 7 | Maria Neary | Chair(from Sept) | ||
| 8 | Trevor Hicks | Stock Control Lead | ||
| 9 | MaryHamilton | Treasurer | ||
| 10 | Barbara McNally | January- March 2023 | ||
| 11 |
– Corporate trustees names of the directors at the date the report was approved Director name N/A
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| N/A |
Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity |
N/A |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
N/A |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
N/A |
Additional information (optional)
Names and addresses of advisers (Optional information)
| Additional information (optional) | Additional information (optional) | Additional information (optional) |
|---|---|---|
| Names and addresses of advisers (Optional information) | ||
| Type of adviser | Name | Address |
| N/A | ||
| Name of chief executive or names of senior staff members (Optional information) | ||
| N/A | ||
Exemptions from disclosure
Reason for non-disclosure of key personnel details
N/A
Other optional information
Declarations
| Declarations | ||
|---|---|---|
| Signature(s) | ||
| Full name(s) | Maria Neary | Mary Hamilton |
| Position (eg Secretary, Chair, etc) |
Trustee Chair | Trustee Treasurer |
| Date | 6.11.24 |
Elland And District Foodbank Charity Number 1201549 - Summary of Accounts 11th January 2023 to 10th January 2024 - Year 1
| Opening Balance - Old Account | £21,167.69 | |||
|---|---|---|---|---|
| Income - Old & New Account | £34,723.80 | |||
| Total Income | £55,891.49 | |||
| Expenditure | ||||
| Old Account | £11,259.43 | |||
| New Account | £1,178.22 | |||
| Total Expenditure | £12,437.65 | |||
| Petty Cash | £0.00 | |||
| Total Income - Total Expenditure | £43,453.84 | |||
| Closing Balances | ||||
| Old Account | £2,513.61 | |||
| New Account | £40,937.59 | |||
| £43,451.20 | ||||
| Difference | £2.64 |
Elland & District Foodbank Charity No. 1201549 - Summary of Income 11th January 2023 to 10th January 2024
| Period | Donations | **Grants *** | Total Income |
|---|---|---|---|
| Monthly Donations Other Donations Total & Monies |
|||
| 11th January 2023 January to 31st January 1st February to 28th February 1st March to 31st March 1st April to 30th April 1st May to 31st May 1st June to 30th June 1st July to 31st July 1st August to 31st August 1st September to 30th September 1st October to 31st October Old Account New Account 1st November to 30th November Old Account New Account 1st December to 31st December Old Account New Account 1st January to 10th January 2024 Old Account New Account |
310.00 720.30 1030.30 46.00 762.90 808.90 196.00 917.00 1113.00 101.00 30.00 131.00 451.00 158.82 609.82 156.00 150.00 306.00 401.00 177.00 578.00 156.00 722.87 878.87 101.00 5.10 106.10 451.00 90.00 541.00 0.00 194.70 194.70 160.00 100.00 260.00 0.00 2052.39 2052.39 105.00 100.00 205.00 0.00 2058.72 2058.72 40.00 0.00 40.00 60.00 0.00 60.00 |
500.00 Calderdale MBC Ward Forum 500.00 North Dean Charity 1000.00 Ground Works UK (One Stop Shop) Food 500.00 Lloyds Bank 250.00 North Halifax Partnership 20000.00 Main Grants BGC (National Lottery) Food, Bags, Rent & Insurance 1000.00 North Dean Charity |
1530.30 808.90 1613.00 131.00 609.82 306.00 578.00 878.87 106.10 541.00 1194.70 260.00 2552.39 250.00 205.00 22058.72 1000.00 40.00 60.00 |
| Totals | 2734.00 8239.80 10973.80 |
23750.00 | 34723.80 |
| Source of Data Old & New Bank Statements * Grants Except The National Lottery & One Stop Shop are Non Specific |
|||
Breakdown of Expenditure - Old Account - 11th January 2023 to 10th January 2024
| Bank Charges |
Rent * | Insurance * | Mobile * Lycamobile |
Stock / Food |
Other Expenses |
Totals | Total for Month |
|
|---|---|---|---|---|---|---|---|---|
| 11th January to 31st January 2023 12th January Aldi 19th January Morrisons 20th January Lycamobile |
1.95 | 158.40 121.38 |
158.40 121.38 1.95 |
|||||
| 25th January Aldi 27th January Milk |
122.20 | 122.20 | ||||||
| 41.40 | 41.40 | 445.33 | ||||||
| 1st February to 28th February 2023 3rd February 15th February Lidl 17th February Bags 17th February Stock 23rd February Long Life Milk 23rd February Stock Morrisons |
720.00 | 28.32 219.90 49.68 127.60 |
32.50 | 720.00 28.32 32.50 219.90 49.68 127.60 |
1178.00 | |||
| 1st March to 31st March 2023 1st March Morrisons 3rd March Milk 7th March Lycamobile 8th March Aldi 10th March Aldi 23rd March Milk 30th March Lanyards |
5.00 | 120.86 29.95 251.32 712.20 41.40 |
14.97 | 120.86 29.95 5.00 251.32 712.20 41.40 14.97 |
1175.70 | |||
| 1st to 30th April 2023 5th April Lycamobile 6th April Lanyards 7th April Bags 24th April Insurance 28th April Rent |
720.00 | 452.24 | 1.95 | 13.50 53.30 |
1.95 13.50 53.30 452.24 720.00 |
1240.99 | ||
| 1st to 31st May 2023 5th May Lycamobile 10th May Stock 15th May Flowers Trainer 19th May Catering 24th May Stock |
1.95 | 145.44 410.44 |
25.00 63.17 |
1.95 145.44 25.00 63.17 410.44 |
646.00 | |||
| 1st June to 30th June 2023 12th June Rent 12th June Stock |
680.00 | 341.58 | 680.00 341.58 |
1021.58 | ||||
| 1st July to 31st July 2023 1st July Bags 1st July Paper cups 1st July Stock 1st July Stock 4th July Lycamobile 6th July Stock |
4.75 | |||||||
| 65.00 69.72 |
65.00 69.72 |
|||||||
| 25.00 | 25.00 | |||||||
| 595.75 2614.10 |
595.75 4.75 2614.10 |
3374.32 | ||||||
| 1st August to 31st August 2023 3rd August Lycamobile 21st August Rent |
765.00 | 4.75 | 4.75 765.00 |
769.75 | ||||
| 1st September to 30th September 2023 4th September Lycamobile |
4.75 | 4.75 | 4.75 | |||||
| 1st October to 31st October 2023 4th October Lycamobile 16th October Various Milk |
4.75 | 239.44 | 4.75 239.44 |
244.19 | ||||
| 1st November to 30th November 2023 6th November Rent 7th November Milk 15th November Cheque Rent |
765.00 340.00 |
53.82 | 765.00 53.82 340.00 |
1158.82 | ||||
| Totals | 3990.00 | 452.24 | 29.85 | 6450.18 | 337.16 | 11259.43 | 11259.43 | |
Source : Ann's Book, Receipts & Bank Account info for Rent, Lycamobile & WH Smiths * Entries on Bank Statement
No Expenditure on Old Account from December 2003 to 10th January 2024
Breakdown of Expenditure - New Account - October 2023 to 10th January 2024
| Bank * Charges |
Rent | Insurance | Mobile * Lycamobile |
Stock / Food |
Other Expenses |
Totals | Total for Month |
|
|---|---|---|---|---|---|---|---|---|
| 1st October to 31st October 2023 No Expenses |
0.00 | |||||||
| 1st November to 30th November 2023 9th November Milk 16th November Milk 23rd November Bags 23rd November Banners 28th November Catering |
33.12 33.12 |
65.00 216.00 286.00 |
33.12 33.12 65.00 216.00 286.00 |
633.24 | ||||
| 1st Decemebr to 31st December 2023 4th December Milk 4th December Bank Charges 6th December Milk 6th December Lycamobile 8th December Milk 13th December Milk 15th December Milk 18th December Meat & Cheese 19th December Meat & Cheese 20th December Meat & Cheese 22nd December Meat & Cheese |
2.47 | 5.00 | 33.12 24.84 29.81 41.40 46.92 68.11 107.90 42.77 94.80 |
33.12 2.47 24.84 5.00 29.81 41.40 46.92 68.11 107.90 42.77 94.80 |
497.14 | |||
| 1st January to 10th January 2024 2nd January Milk 2nd January Milk 9th January Bank Charges |
6.44 | 33.12 8.28 |
33.12 8.28 6.44 |
47.84 | ||||
| Totals | 8.91 | 5.00 | 597.31 | 567.00 | 1178.22 | 1178.22 |
Source : Receipts and * Entries on Bank Statement
INDEPENDENT EXAMINER'S REPORTTO THE TRUSTEES OF ELLAND AND DISTRICT FOODBANK I report to the trustees (who are also Directors for the purpose of company lawl on my examinatlon of the flnancial statements of Elland and Distritt Foodbank I'the charitable company,) for the year ended 10 January 2024 which comprise the Statement of Financlal Activities, the Balance Sheet and related notes. This report Is made solely to the charlty's trustees, as a body, In accordance with section 145 of the Charities Act 2011. My work has been undertaken so that I might state to the charitvs trustees those matters l am required to state to them In this report and for no other purpose. To the fullest extent permrtted by law, I do not accept or assume responsibillty to anyone other than the charity and the charitvs trustees a5 a body, for my work, for this report, or for the oplnlons I have formed. Responslbllltles and Basis of Report As the trustees of charitable company, you are responslble for the preparation of the financlal statements in accordance wlth the requlrements of the Companies Act 20061'the 2006 Act,). Havlng satisfied myself that the financlal statements of the charitable company are not requSred to be audited under Part 16 of the Act and are ellglble for independent examlnatlon, I report in respect of my examination of the charltable compan¢s financSal statements carrled out under 5ettion 145 of the Charities Att 20111'the 2011 Act'l and in carrying out my examinatlon I have followed all the appllcable Directlons glven by the Charlty Commisslon under section 14515llbl of the 2011 Act. An Independent examination does not Involve gatherln8 all the evldence that would be required In an audlt and Consequently does not cover all the matters that an auditor conslders in glvlng thelr oplnlon on the financial statements. The plannln8 and conduct of an audit goes beyond the limited assurance that an independent examinatlon can provlde. Consequently, l express no oplnion as to whether the financial statements present a 'true and fairf view and my report is limited to those specific matters set out in the independent examinerfs statement. Independent Examlnerfs Statement I have completed my examination. I confirm that no material matters have come to my attention in connectlon with the examination giving me cause to believe that in any material respert: accounting records were not kept in respect of the charitable company as required by sectSon 386 of the 2006 Act. or the financial statements do not accord wFth those records; or
the financial statements do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the financial statements give 'true and falr view, whlch is not a matter considered as part of an independent examination; or the financial statements have not been prepared in accordance with the methods and principle5 of the Statement of Recommended Prattice for accounting and reporting by charities applicable to charities preparSng their accounts in accordance with the Financlal Reporting Standard applicable in the UK and Republic of Ireland IFRS 102). I have no concerns and have come across no other matters in connectlon with the examlnatlon to whlch attention should be drawn in thls report in order to enable a proper understandln8 of the flnancial statements to be reached. Name / Detalls Robert Stephen Williams ACIB 15 Rid8e Vlew Dr Blrkbv HUDDERSFIELD HD2 2EX Slgnature........ Date th 6 November 2024