## **Trustees’ Annual Report for the period**
## **From 01/01/23 Period start date To 31/12/23 Period end date**
## **Charity name: Borderline Counselling Services**
## **Charity registration number: 1058845**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes
of the charity as set out in
its governing document|Para 1.17|**To advance without discrimination**
**emotional, intellectual, spiritual,**
**social and physical health through**
**the provision of counselling**|
|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|**Training and counselling to help**
**members of the public with issues**
**i.e. abuse, depression,**
**bereavement, pregnancy,**
**relationships and other life issues.**|
|Statement confirming
whether the trustees
have had regard to the
guidance issued by the
Charity
Commission on public
benefit|Para 1.18|**Trustees have due regard to the**
**Charity Commissioners Public**
**Benefit**
**Guidance.**
**They meet quarterly to discuss that**
**all objectives and activities are being**
**met according to their governing**
**document, and to monitor accounts.**|
## **Additional information (optional)**
## You may choose to include further statements where relevant about:
||SORP reference|
|---|---|
|Policy on grant making|Para 1.38|
|Policy on social|Para 1.38|
|investment including||
|program related||
|investment||
Contribution made by Para 1.38 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|**The charity has been able to provide**
**counselling to members of the public**
**and as such people have been helped**
**to address issues, noted above. This**
**in turn has helped the families as**
**well as the clients.**
**Following are quotes from some of**
**the clients who have had counselling**
**during 2024.**
**_I am very appreciative of the help I_**
**_have been given – this service is a_**
**_much needed lifeline when I was in_**
**_a really bad place_**
**_It has been amazing and helpful,_**
**_you provide a great service_**
**_My counsellor has been so patient_**
**_and so helpful Thank You_**
**_An essential lifeline and_**
**_opportunity to change life for the_**
**_better_**|
## **Additional information (optional)**
You may choose to include further statements where relevant about:
||||
|---|---|---|
|Achievements against
objectives set|Para 1.41||
|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|**The charity is at the moment in a**
**healthy financial position due to**
**employing a fundraiser.**|
|Statement explaining
the policy for holding
reserves stating why
they are held|Para 1.22|**To be able to have a minimum**
**amount to keep the charity solvent**
**for at least a 3 month period.**|
|Amount of reserves held|Para 1.22|**£10,000**|
|Reasons for holding
zero reserves|Para 1.22|**N/A**|
|Details of fund materially
in deficit|Para 1.24|**N/A**|
|Explanation of any
uncertainties about the
charity continuing as a
going concern|Para 1.23|**We are dependant upon**
**ongoing fundraising and client**
**donations.**|
## **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|**Client donations, and grants sourced**
**by our fundraiser. We are also**
**supported by some church**
**donations and**
**individual donors.**|
|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|**Lack of funds**|
|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|**Trust**|
|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|**Appointed by all existing trustees**|
## **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||
|The charity’s
organisational structure
and any wider network
with which the
charity works|Para 1.51||
|Relationship with any
related parties|Para 1.51||
|Other|||
## **Reference and Administrative details**
|||
|---|---|
|Charity name|Borderline Counselling Services|
|Other name the charity uses||
|Registered charity number|1058845|
|Charity’s principal address|42a Warwick Road
Carlisle
CA1 1DN
Cumbria|
|||
## **Names of the charity trustees who manage the charity**
|||||
|---|---|---|---|
|**Trustee name**|**Office (if any)**|**Dates acted if not for**
**whole year**|**Name of person (or body)**
**entitled to appoint trustee (if**
**any)**|
|Ken Fearon||||
|Kieran Palliser|Treasurer|||
|Jannette Alexander|
Secretary|||
|||||
|---|---|---|---|
|Karen Bragg||||
|Brian Downie|Chairman|||
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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 adviser**
**Name Address**
## **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)**
**Position (eg Secretary, Chair, etc) Date** ~~a~~ Ken Fearon Kieran Palliser ~~ee ee~~ Trustee Treasurer ~~es~~ 30/01/24 ~~|~~
**----- Start of picture text -----**
@"+| CHARITY COMMISSION VORB Ee
FOR ENGLAND AND WALES
Receipts and payments accounts CC16a
For th i
from
tor | foe Pe
Section A Receipts and payments
Unrestricterestrictedfunds Restrictedestrictefunds Endowdowmentfunds Total funds Last year
A1 Receipts tothe nearest £ to the nearest£ to the nearest£ to the nearest£ to the nearest£
A 1,432
Awards For All es |ee |ES 1
BrianLancastersTrust| SSC Ps
AAT | ee SC|
|ChristadelphinianFund ts 2 5700] [__—-*—'|
Cumberland | SSSC*dC«ES es |)ER |ee
[Cumbria Council ed ee |
[Dobies CharityCommunity FoundationSCidSSCS*~*~*é~‘~*~SOO ———s[|—SSSS~S~S~SY;CS et as | e eso |_||ee
[MacauleyMoatFoundation«| ~—SSSSSC~« OO] |S Po
Pignatelli | 5000] [5,000|
ProsperityProven FoundationLaw Poee500} |PSes |eS |eee0 fi| 2,500 |
Sir Family Trust PO) 007
Bernard and Lady Scheier Found re |es 1o00f |
Souter Charitable Trust | [5200)] |PE
[theTCCGraceTrust_ 0SSCSCSS*dC a8200] eee| 3,000 |
sitA@ i | | CC | Ci” ee 609] [795 |
interestCdTSSCSCSC™~™~S—S] [LY Ps
|Client Donations «|SSS | | PC| fe
[ChurchubDonationstotal (Gross incomedTfor SC] |SSCSpo) Po Pee| 660ao)| CS
AR) 32,615 32,615‘ sane;
A2 Asset and investment sales,
see table).
A3 Payments
fAccountFee TT SSCS~—SO TY es |eee
Electric es | es 24a7s| |______8,250
SC~=*” 2305} { Et
PS |
Kitchen/Office 6,567
MaintenancedTSSCSC—t YT ECSa P=| [525 |
Supervision CdSCC‘“‘“‘SC™*™*~S*i | eC 3,860
[Telephone SCdECSSCSC~*~‘~—tB] [SSCSCSS a |ee
insurancea0 | ee
dTSSS~ts | [CY ft | 851 |
SE Po
a eS 0 Po| ee)
EquipmentTCS [CS | CiszC|
[Counsellor Expenses Sub|SSSC~YCE SO ES |ee
total| ___ 20422) 3860] [| 2282] [___ 25900]
A4 Asset and investment
D nd eC ee adie
Sub totalL_ —— ——=—
Total payments 38,422 see ares
CCXX Net of receipts/(payments) | - 5,807] | - 3,860 ee : 9,667, 11,342
R1 accounts (SS) 0/06/20
一 一
国
**----- End of picture text -----**
Section B Statement of assets and liabilities at the end of the period Categories Details Unrestrictedfunds Restrictedfunds Endowmentfunds to nearest£ to nearest£ to nearest £ Total cash funds 13309] [[of] (agree balances with receipts and payments account(s)) Unrestricted Restricted Endowment funds funds funds Details to nearest £ to nearest£ to nearest£ —_ — Details; assetFund to belongs which Cost {optional)(optional Currentoptionalvalue —_ —<= Details; Fundasset to belongs which Cost'tostional(optional) Currentoptional value es |[es] | as |ee | es |[al] es |ee Details. liabilityFund torelateswhich Amountoptionaldue Whenoptionaldue _ —= = Signed by one or two trustees on : F Date of behalf of all the trustees eae ira Pee approval {ilo KIERAN PALLISER os /os4s is i42uw Et FEaRew ||0>/09/2s
CCXX R3 accounts (SS)
3
30/06/2025
ASTransfers betweenfunds [——-} |[Y]] _ Be AG Cash funds last year end 2is6||. Cash funds this year end 13,399] |20) 13,489 14,342)
CCXX R2 accounts (SS)
2
30/06/2025
## Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ members of
Charity Name Borderline Counselling Services
On accounts for the year ended
31[st] December 2024
Charity no (if any)
1058845
Set out on pages
1 & 2
(remember to include the page numbers of additional sheets)
Responsibilities and basis of report
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/12/2024.
As the charity trustees of the Trust, 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 Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
## Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:
- accounting records were not kept in accordance with section 130 of the Act or
- the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. * Please delete the words in the brackets if they do not apply.
Signed:
Date:
27/07/2025
Name:
Karen Parr
Relevant professional qualification(s) or body (if any):
1
October 2018
IER
FCA Institute of Chartered Accountants in England & Wales
Address:
Appletree, Broomfallen Road, Scotby, Carlisle, CA4 8DF
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .
2
October 2018
IER