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REGISTERED CHAIUTY NUMBER: 11651)49 REPORT OF TFIE TRUSTkES AND FINAN IAL STATEMENTS THE YEAR ENDED 31 MARCH 2024 OUTH WE OYDON SAMARITANS Hartley Fowler LLP Chartered AcGountani8 4th Flix)r, Tuitiott House 27137 St George's Road Wimbledon London SWI9 4EU Tel= 020 8946 1212 - Fax 020 8947 0998 Website.. wv/w.hartl¢yfowler.com
INNER SOUTH WEST LONDON SAMARITANS CONTETr4TS OF THE FINANCJAI, STATEP+qF.YTS FOR Tllb YbAII EN'DED 31 lARc]I 2024 Page OrRaDlsatloDai lrtformAtlon Report of the Truit¢ StAtement of FIDanel*J Actlvltleg Statement of Fln4n¢l41 Posltlon Notes to the F5n4n¢Sal StAtement• Independent Eumlner's Report 10
INNER SOUTH WEST LONDON SAMARITANS ORC.ANISATIONAI. INFORMATIO FOR"I'HL YEAR DLD 31 IMARCII 2 OFFICERS AND TRUSTEES M Pizzey A Buckland R Binny FCA (elc¢i¢d 21 September 2023) G Wesunore FCA Iretired 21 September 2023) L C den Hartog T Longden N Scotts A Sharif P Murray (elected 21 S¢pt¢mber 20231 D McGuinne88 (elcct¢d 21 September 20231 H Lisle (elected 21 September 2023) S P¢4rt {elected 21 September 2023) S Kam Cheon8 Iretircd 21 September 2023) S Labatt {retlTed 21 Septcmber 20231 A Partridge {retired 21 September 2023) Branch Director Secretary Trea8ureT Trca8urer REGISTERED OFFICE: 14 Princeton Court. 53-55 Felslwn Road, Putney London SW15 IAZ INDEPENDENT EXAMINER: Jonathan Askew FCA Hartley Fowlcr LLP Chartered A¢counlants 4 Floor Tuition House 27137 St Geor8e'$ Road Wirnbledon London SW194EU BANKERS: CAF Bank Ltd 25 Kings Hill Avenue Kings Hill Wesi Malling Kent ME19 4JQ Pag¢ I
INNER SOUTH WEST LOIYDON SAMAIUTANS RTr.POR'f OF TFIE TRLSTEES FOR THk YLAR EIYDED 31 MAR H 2024 The TTUStee8 pr¢s¢nt their report with the fancIal stalements of the Branch for the year ended 31 March 2024. The fmancial slat¢ments have been prepared in accordance with the accounting policies set out in noie l Lo the accounts and comply with the charity's constitution. the Charities Act 20114nd Accouniing and Reporting by Charilies: Staternent of Recommended Practice applicable to chariti¢ preparing their ac¢ounts in accordance with the Firlancial Reportin8 Standard applicable in the UK and Republic of Irela[ IFRS 102) (effe¢tive l January 2015). STRUCTURE AND GOVERLYANCE Inner South Wesi London Samaritans I'the Charity") is & branch of the S8marithn5 and L5 eonsiituted a Charitable Incorporated Or88nisaiion (CIO), r¢gist¢rtd charity number 1165049 and is governed by its constitution daied 27 September 2016. The truse8 of the Charity are responsible for its general management. The tNsiees consult wtth all branc members as to who should be appointed as Branch Director for a period of tljree years. The Branch Director represents the branch at the twice yearly Samari¢an$ Council of Manag¢m¢nt meeting and oversees all $p¢¢ts of branch work in relalion to the service it provides to caller5. The TnA$ who served during the year Are shown on page l. PRINCIPAL ACTIVITIES AND ACHIEVEMENTS The objKts of the Charity are.. l.To enable peT80J]5 in South West London and the SUTTounding area as well a8 elsewhere who are experiencing f¢¢lings of distress or despair, including thos¢ who may be at risk of suicide. lo receive confidenual emotional support at any time of ihe day or night in order io improve their emolional health and to reduce the incidence of Suicide. 2. To Promoie a better understandin¥ in society of suicide. guicidal b¢haviour and th¢ vklue of expr¢ssing feelings which m4y otherwise lead to suicide or impaired ¢motional hcalth. and 3. To collaborate with and suppon Sam4ritarL# Central Chprily 8nd its affiliatcd branches in fulfillin8 these objecis. Samaritany offer emotional Support to anyone in distre tsr despair. includinx those who may be thllthing of ending their life. Suppon from our Irlner South West London branch 18 ¢urrently given by Hround 190 voluntceTS who help our calleTh by giving each one a safe and confidential space tts Ik on the phone. by ernail OT in person. We work with ¢he other 200 Samaritan brdnches to ensure 2hour availability of the service across the whole of (he UK. Our branch responded to over 24.000 Conthcts laAt year. in line with the prior year. Tht majority of our conta¢L8 are still by telephone but we 2re seeing an increase in webcha( and we are still dealing with emails, notwithstandiTJg a netional initiative 10 move em8iSs to a central hub. W¢ continue to focus on increasing our voluntcer T)umbers which will help u8 to offer mor¢ h¢lp to calle15, particularly during the unsocial hours when demand for our servi¢es is at a peak. Outreach a¢tivitie8 continued during the ye8r where we have both vijtual and fa¢¢ to face presence at various community and sohool events to raise &warene8s and provide emotional support. Page 2
INf4ER SOUTH WEST LOryDON SAMARITANS REPORT OF THE TRUSTEES FOR TIIE YEAR ETriDED 31 MARCH 2024 Fund-raising events contined during the year and our income from these activities rose by 58(/*p over the previous year. Our tn05t 5Lxnifi¢ant nd-raising events during the year were the London Marathon. London to Brighton WaiK Swirn Serpentine, and the Wolk Around the World Wild¢ 7. We are extremely grateful to dll our supporters for their great efforts in raising money for u8. D0ttiOnS remain a vital source of revenue for the branch. During the year we benefited from the receipl of significant legacie5, and we continuc to b¢ particularly appreciative of those who donate r¢gularly by standing order, as these donations rcpr¢s¢nt our most predictable sour¢¢ of income. Additionally this year we received two Sl8nificant grants fmm The National Lottery and the Foyle Foundation which will help us continue our vital work 5UPPOrting callers, The-rtustees have complied with the duty out in Section 4 of the Charities Act 2011 to have paid due regard to the public benefit guidance publith¢d by the Charity Commi&4ion in planning their artivities. FINAIYCIAL REVIEW AND RISK MANAGEMENT A summary of ihe financig41 p051tion 8nd incotrte and expendilure for the year are given on page5 5 to 10. The TNstees have considered the principal risks to which the OTganisation is exposed and hav¢ developed straiegie5 to mitigate the effects of these where possible. RECRUITMENT AND APPOIIYTMENT OF TRUSTEES Trustees are elected by the members a( the Annual Gener41 Mceting and up to two Trustee5 may b¢ appoirtied by the existing Trustees in order to fill identified gaps in expertise on the Charity's Board of Trusiecs, althou8h Such TN8tee5 are required io reiire and seek re-¢le¢Lion &1 the next AGM. FUNDRAISING ACTIVITIES Fundraising activities are monitored by the Tru5t¢e8 and the Clwity does not employ pr()f¢s5LQrtBI ndraisers or other commercial participator8 lo raise funds. The Charily 15 not bound by any voluntary scheme or standard for fundraising but Seeks to ensure this is carried out in an eihical manner and in accordance with Charity Commission guidance. In partieular the Charity seeks to pro¢¢ lnerable people and oiher members of the public from the following. unreasonable intrusion on privacy. unreasonably persisient approa¢hes or placing undue pressure on A person to giv¢ morley or other property. No complaints about it% fundraising aciiyitiei were received in the y¢ar. RESERVES POLICY The Charity seck8 to maintain a l¢v¢l of reserves 5uffici¢nt to allow it to maintain the infrastrncttjre ncccssary for it to carry on its operations, to provide a butrer against variations in cash flow and to allow for such contingenties as might reasonably be expected to arise. A separate capithl r¢setve was set up to r¢flw¢ th¢ oo5t of the freehold propety and other red assets. PREMISES ThE freehold property allows the Branch to operate without having to pay commercial rents as well as representing a possible source of incotne for the fvture. Page 3
INNER SOUTH WEST Lof4DON SAMARITANS REPORT OF THE TRUSTEES FOR I'IIE YEAR EP4'DLD 31 MARCH 21124 TRUSTEES, RESPONSIBILITY STATEMENT Th¢ Tslee5 art responsible for preparing thc Report of the Trnstees and the finaneiAI statements in accordance with applicable law and United Kingdom Accounting Stsndards (Unitcd Kingdom Generally Accepted Accoullting Practice). The law applicable to charities in England and Walcs, the Charitie8 Act 2011, Charity (Accounts and Reports) Regulaiions 2008 aThd the provksions of tht tN8t deed requires the Trustees to prepatz [ancial statements for each financial year which give 8 true and fair view of the state of affairs of th¢ chariry and of the incoming resources and application of resources. including the income and expenditure, of the charity for that period. In preparing those financial statemcnts, the Trustee5 are required io.. select suitablc accounting poli¢ics and then apply them consistently. ii. observe the methods and prin¢iplcs in the Charity SORP., iii. make Judgement5 and estimaiey that 4re reasonhble and pwd¢n¢: iv. stat¢ wh¢ther applicable accounting standards have been followed, subject to 4ny rn&terial departures disclosed and explained in the fInancial siat¢mcDt8' and v. preparc the flnancial s¢oiemen¢s on the goinB concern ba81$ unl¢$s it is inappropriate to presume that the C1"(Y will conunue in busincss. The Tru6te¢s are r¢sponsible for keeping proper accounting records which disclose with reasonable accu[Y a¢ any tirne the financial p051tion of the charity and to ¢nable them 10 ensure that the financial ytatements ¢omply with the Charities Act 2011, the Charity IA¢¢ounts and Repons) Rcgulaiions 2008 and the provisions of the trusi deed. They arc also responsible for sale8uardin8 the a5sel8 of ihe charity and hence for taking reasonable 8tep8 for the prevention and deltIon of fraud and other irregularities. ON BEHALF OF THE TRUSTEES: M Pizzey- Branch Director Date Pag£ 4
INli ER SOUTH WEST LONDOY SANlARITPIs STAI'Tr,INILNT OF FINANCIAL ACTIN'ITIF.S INCORPORA'llYC:"fHk INCOMTr. AND b.XPEN'DITbRE ACCO FOR TIIE YEAR LTr*DED 31 MA 112024 21124 20Z3 INCOME Incolne frotn events Income from donations and l¢gJ¢ies Gift Aid T0Vered on donations Grants re¢eived Training f¢¢9 received 51,607 31,253 2,404 17.51JO 32,733 21,397 2,377 950 57,457 102.764 ltt¢ome from Investments Interest rcceived 1.003 547 Total intomlng rewurces 103 767 EXPENDITURE Cost of 8entrallng funds Fundrdi¥ing expenbes 5.613 5.822 Ch4rlt4ble expendliure Volunteer expense# Property ¢05L4 Light, heat artd whter Telephone and IT Costs Cleaning OlCe and kIh¢ Supplies Insurance Bank chArges Sundry cxpcns¢s 18,242 6,795 4,493 5,415 4,103 3.592 1,391 180 428 44.639 22,634 11,505 3,203 4,829 3235 4,018 1.300 192 283 51259 Manaiement and admlDlstratlon coit$ Independent examiner's fees Branch contribuli(Fn payable to General Office 1,320 3.226 4,546 1248 501 1.749 Total rewur¢u expended 54.798 58,830 Net 1CoMe before depreela¢loD #nd unreallsed proflt on Investment 48,969 (826) Depreciation Unrealised {profiiyloss on inve$¢m¢lll 21,593 (257) 21.593 4,267 NET INCOMEI(EXPENDITURE) 27.633 {26,686) RECONCILIATION OF FUNDS Reserve$ brought fotward at l April 531,136 557,822 ReseTV¢$ earrled fonward at 31 Mareh 558 769 531 136 Pag¢ 5
INNER SOUTH WEST LONDON SAMARITANS STATEMENT OTr TrIYAINCIAL POSITION 31 MARCH 2024 Notes 2024 2023 FIXED ASSETS Tanghble assets 454.811 CURRENT ASSETS Cash at bank Investments 86,308 23,659 36,602 23,400 109,967 60,)2 CREDITORS Amoun18 fullin¥ due within one year NET CURRENT ASSETS I03.958 54,732 TOTAL ASSETS LESS CURRENT LIABILITIES 558,769 531,136 558 769 531136 RESERVES RESTRICTED 6.667 UNRESTRICTED General reserves C&piial reserve 97,291 454.811 54,732 476,404 558 769 531 136 Approved by the truste¢s on .......... artd SiBned on iheirbehalf by M Pizz¢y- Bran¢h Director Page 6
IliNER SOVTEI WEST LONDON SAMARITANS NOTES TO I'IIE FlTriATr4CIAI. S"IATEMENTS FOR THL YEAR L'DED 31 MAR 112024 I. ACCOUNTING POLICIES Accounting convention The financial statements of the charity. which is a public b¢n¢fit entiry under FRS 102. have been prepared in ac¢ordanc¢ with the Charitie.$ SORP (FRS 1021 'Accounting and Reporting by Chariiies.. Statement of Recommendcd Pra¢tice applicable ¢0 charities preparing their accounL8 in accordance with the Financial Reporting Siandard applicable in the UK and Republic of ITeland (FRS 102) (effective l January 20151,. Financial Reporting Standard 102 The Finan¢ial Reporting Standard applicable in the UK and Republic of Ireland, and thc Chorities Act 2011. The fancial statement8 have been prepared under the historical cost onveniion with iiems To&nised at cost or transaeiion value unles5 Otheti¥ise stsled in the relevant note(sl to thc8e accounts. Futtd #ecounllTrg Unrestricted furtds are available for use oi the dIretIon of the trustees in furtherance of th¢ objectives of the harity. Restrictcd furtds are subjected to r¢striction8 on their expendittwe imp)8ed by the donor or through the ternis of an app¢41. IncomlNg mourc All incom¢ i5 recognised in the Statement of Financial A¢tivities once the ¢hariiy en¢itlernent 10 the funds, it is probable that ihe incorn¢ will be received and the omoun¢ c8n b¢ measured reliably. Donated 8¢rvic¢s and facilitieq are included ai Ihe value to lh¢ charity where this can be qu8nlifi¢d. The valuc of xrvices provided by volunteer9 not been iD¢luded in these accounts. ReJoMr¢eJ expended Expend]T¢ 15 rcco8nised on an accrujl basi¥ as a liabilily i3 ineurred. Expenditure includes atty VA-r which cannot be fvlly recovered and this is r¢port¢d as part ofthe expenditure lo whieh il rclates. Charitsble expenditure comprise8 thoye ¢08ts incurred by the charity in the delivery of its activities and setvices. It includes both costs thai can allocated direcily ¢0 Slkch acliviii¢5 and those costs of 4n indirect naNre ne¢sary 10 SUPPOrt them. Costs of generating fund8 eompri8e the ¢os¢5 associated with attractin8 voluntary income. Mana8ement and 8dministration costs includ¢ those costs associated with meeting the con8tiwtional and st&tutory requirements of the chariiy and inelude the independent examiners f¢es and c08ts linked to rhe strategic management of the company. TJn¥ible fixed ai8et$ DreCIatIon ts provided at the following 8mual rates in older to write ofTeach asset over its estimated useful life. Minor additions costing le55 than £l.000 are nol capitalised. Freehold land Freehold property Improvem¢nls to property 20fj/• on c05t Investments Inve8tments are initsally reco8lli5ed at their transaction value and subsequently me&sured at their market value a5 at thc balance sheetdatc Using the clo8Lng quoted market price. The ststement of fllwicial activitses includes the net gains and 105scs arising on revaluation and disposals thToughoui the year. The notes forni part of these financipl Staments Page 7
IT+lNER SOUTH WEST LONDON SAMARITANS NOTES TO THE FINANCIAL s"fAI'b.IllENTS continued FOR THE YEAR ENDED 31 MARCH 2024 GRAI¥TS RECEIV ABLE Grants received from ingtitutions in the year were pj follows Foyle Foundation National Lottery £7.500 £io.000 Both grants were awarded io allow for an increase in volunteer houTS on ovemight shifts. NKT INCOMING RESOURCES These are Stated afier ¢harging'. 2024 2023 Independent examiner's feeg (including VATI 1,320 1.248 TAI¥GIBLE FIXED ASSETS Freehold property Improvements io property Total COST At l April 2023 445,000 96,840 541,840 Ai 31 March 2024 DEPRECIATION: Ai l April 2023 Charge for the year At 31 March 2024 26.700 38,736 19,368 05,436 21.593 NET BOOK VALUE: At l April 2023 418300 476 404 At 31 March 2024 416075 454811 CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR 2024 2023 Accrned expenses Net Branch Contribution due to Salnaritans Central Charity 2,783 3,226 3,183 2,087 The notes form part of these financial statements Page 8
INI%ER SOUTH WEST LONDON SAMARITANS NOTES TO THE FIN'APCIAL STATEIMENTS continued FOR THE YEAR ENDED 31 MARCE12024 RESERVES Re¥tricted Unr¢ytricted Capital reserye Totsl At l April 2023 54,732 476.404 531,136 sUrplu{derlc1¢) for the year 6,667 18,855 27,633 Depreciation transfer 21,593 (21.593) At 31 March 2024 454811 558,769 The re$tTl¢tcd r¢s¢rve is in rel&iion io th¢ re¥lricLed grant income received in the year. Costs incurred in satisfaction of th¢ purpose of the grant ore alloc&ied against the rcKrv¢ as incurred. The capitV41 Serve is 4 del18tled rejetve 8¢¢ up to reflect the ndS tied up in fixed a&5ets. REMUNERATION AND EXPENSES During the year. none of the Trn8tee8 were paid any remuneration or received any other b¢ncfLts from an employment with the Charity or a related en¢ity {2023.' nil). Nu Trustees were paid any exp¢ns¢5 durin8 Ihe year (2023.. nil). There were no relaied party Irpnsaetions with any TNstee during the yw (2023.. nil). LINKED CHARITY A8 part of a resirucbjring of th¢ national SamarIw orgni88tion, the asse¢5, liabillties and activities of The Putney Samdritans ("the old Charity") were transferred on l April 2016 to a new Chhritllble Incorporated Or¥unisation, Putney Samaritans, regisier¢d nuTnber 11650491"the new Charity"} whi¢h Was Subsequently renomed as "The lttner South West London Snantan8' Th¢ old Charity became a dornant ctwity, called The Putney Samaritans, which is luthcd to the new charity and hos a new registered number, 1165049.1. The only activity of the old Charity is to colltet donations rnadt by 9tanding orders which are regularly paid over to the new Charity. At 31 Mah 2024, the old Charity had assets of £207, reprc5ented by Cash at bank. The notes fonn part of these flnancial stat¢ments Page 9
INDEPENDENT E(MINER's REPORT TO THE TRUSTEES OF IIYNER SOUTH WEST LONDON SAMARITANS l TCPOrt ro the charity Irustees on my ¢xatnin2tion of the accounts of th¢ Inner South West tnndon Samaritan5 (the ChBrity) f()r the year ended 31 March 2024. Responslbllitie& and bi$l$ of r¢port Ag the charity N5tS of the Charity you are responsible for the pwaration of th¢ accounts in 8¢¢ord&nce with thc requirements of the Chariiies Aci 2011 {¢ A¢t). I r¢port in resp¢ci of my exarninuiion of thc Charity's accounts carried out und¢r wtion 145 of ihc Ac¢ 8ttd in Lirryin8 out my examination I hav¢ followed all applicablc Dire¢tions given hy th¢ Chllrity Corntni5510 undcr section 14515Xb) of the Act. Independent eJ4mlner'i itsternent I have completcd my examinaiion. I confirm ¢hat no malerittl matters have comc to rny attention in connection with the cx4mination giving mcuus¢ io b¢lieve thai in dny m8terial re&pecl'. occounting T¢rdS WLYe not kept in T¢3P¢Ct of th¢ Charity 4$ r¢quired by tIOn 130 of the Aei. or the atiounis do not a¢¢oftl with Ih05e record5: or the occounis do not ¢omply wilh the applicabl¥ requirement5 concerning the fonn and ¢onterti of accounts scl out in the Chariiics (Accounts and Ry>rtsl RelatiOnS 2008 oth¢r than dny requiremcnt Ihal th¢ e¢¢ounts give & tTU¢ ond fair view which 15 not a matter considcrryj as part of an independent eKaminalion. l ¢onfimi th21 Ihcrc are no othcr TnAttcrs to which YQUT att¢tition should bc drawn to enablc & Propcr und¢r9tonding of the accounts 10 be rcached. Jonaih#n ICAF.W Hartley Fowlcr LLP Chartcrcd Accounlanl$ 4th Flry)T Tuition Hou8¢ 27137 Si Gcor8C'5 Road Wtmbledon Lx)ndon %Y FCA SW194EU 71112 Page 10