## **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