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2024-03-31-accounts

REGISTERED CHARITY NUMBER: 1170460

Report of the Trustees and

Unaudited Financial Statements for the Year Ended 31 March 2024

for Samaritans of Leatherhead, Epsom & Dorking

Samaritans of Leatherhead, Epsom & Dorking

Contents of the Financial Statements for the Year Ended 31 March 2024

Page
Report of the Trustees 1 to 3
Independent Examiner's Report 4
Statement of Financial Activities 5
Balance Sheet 6
Notes to the Financial Statements 7 to 11
Detailed Statement of Financial Activities 12

Samaritans of Leatherhead, Epsom & Dorking

Report of the Trustees

for the Year Ended 31 March 2024

The trustees present their report with the financial statements of the charity for the year ended 31 March 2024. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

Samaritans of Leatherhead, Epsom & Dorking is one of over 200 Samaritans branches across the UK that provide confidential emotional support to those in distress or despair. The Leatherhead branch is an independent charity registered with the charity commission and an affiliated branch of the main UK and Irish Samaritans charity.

The Charity offers six main services to the community:

  1. Emotional support by telephone, email, online chat or in person from our Centre at 7 Church Road Leatherhead

  2. Training, support and guidance at Her Majesty's Prison (HMP), Downview through delivery of the Listener Scheme

  3. Emotional wellbeing talks to pupils attending local Schools

  4. Talks and visits to local groups in the community

  5. Assistance to the wider Samaritans organisation

  6. Partnerships with local organisations including Surrey& Borders NHS, Surrey CC and Surrey police

Face-to-face emotional support at the branch was suspended in March 2020 because of the COVID epidemic. Demand for this service has been declining for many years, and the Trustees have decided not to reintroduce it for the time being, though the position is being kept under review.

Our services support the Vision, Mission and Values of Samaritans nationally:

Our Vision

Our vision is that fewer people die by suicide.

To achieve this, we believe Samaritans has a crucial role to play in:

Reducing the risk factors that make some people more likely to take their own lives. Ensuring that people who are at increased risk of suicide are supported. Making it less likely that people who do experience suicidal thoughts act on them. Reducing the likelihood that people will develop suicidal thoughts.

Our Mission

We're here every day and night of the year for anyone struggling to cope. We make sure people have somewhere to turn and support when they need it most. We work with communities to let people know we're here for them and we campaign to make suicide prevention a priority.

Our Values

Our support services adapt to the changing environment, but the values at the core of our listening service remain constant: Listening

Exploring feelings alleviates distress and helps people to reach a better understanding of their situation and the options open to them.

Confidentiality

If people feel safe, they are more likely to be open about their feelings. Non-judgemental

We want people to be able to talk to us without fear of prejudice or rejection. People making their own decisions wherever possible

People making their own decisions

Page 1

Samaritans of Leatherhead, Epsom & Dorking

Report of the Trustees

for the Year Ended 31 March 2024

We believe that people have the right to find their own solution and that telling people what to do takes responsibility away from them.

Human contact

Giving people time, undivided attention and empathy meets a fundamental emotional need and reduces distress and despair.

SERVICE DELIVERY

The total number of contacts answered by our volunteers in 2023/24 where callers sought emotional support was 13,529, a figure very similar to the previous year. We increased the number of phone calls to 12,339, compared to 12,074 in 2023/4 and 11,389 in 2021/22, but the number of emails was reduced from 1,386 to 811, reflecting changes in the way the national email service is delivered. Although our webchat service is still being piloted after its introduction in 2020/21, we were able to increase the numbers of support calls from 118 to 378.

Maintaining the safety of our callers, our volunteers and their families remained our top priority.

At year-end, we had 119 branch volunteers. Although slightly fewer than 2022, this figure still represents a substantial increase of 15-20% on numbers which were typical before the pandemic. The number of those leaving the branch has fallen, and fewer have been seeking to take significant periods of absence.

We were able to continue recruitment and training of new volunteers throughout the year, though there has been some reduction in applications and in those progressing to training over the last year, more obviously from early 2023. We are taking part in local recruitment events and targeting specific groups to increase awareness of the opportunities.

We have a continuing programme of training and development for existing volunteers to ensure the continuing quality of our service. We are very grateful for the contributions from a number of external speakers.

Awareness packs designed to encourage those in need to call us and also to improve recruitment have been distributed to over forty Churches, Community Hubs, Sports Clubs, School Staff Rooms, GP surgeries and others. This continues and has presented opportunities to extend our outreach services in partnership with other local organisations.

We maintain contact with local secondary schools, and have been able to speak to a number of pupil groups about our work. We continue our efforts to develop sustainable links with schools in our area.

A team of Samaritans from the branch continues to provide support and training for prisoners at HMP Downview who are trained as Listeners to provide a 24 hour Samaritans service to their fellow prisoners.

Last year we were also able to participate in numerous local and national events. Teams of our volunteers were available, for example, on Epsom and Leatherhead stations on "Brew Monday" in January, in events at Epsom and Ashtead Libraries and at the Love Me Love My Mind Festival in Epsom and Mindfest in Dorking. We have participated in several local village fetes and given talks to groups ranging from Leatherhead Football Club to local Women's Institutes. Our programme to engage the local community continues to develop and expand.

Our thanks go to all our branch volunteers for the time and care that they have committed to the well-being of our callers and fellow volunteers.

FINANCIAL REVIEW

Financial Report

We have benefitted in the past from some generous donations, which allowed us to build up our reserves and invest in improvements to our building and arrangements for our volunteers. But there has been a drop in income over the last two years, and some significant increases in costs.

We remain relatively secure financially, but like other charities, need to ensure that much effort is put into raising sufficient funds to cover our costs. The Trustees are determined to continue these efforts in 2024/5 and future years.

Page 2

Samaritans of Leatherhead, Epsom & Dorking

Report of the Trustees

for the Year Ended 31 March 2024

STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document

The charity is controlled by its governing document, a deed of trust, and constitutes an unincorporated charity.

Trustees are elected annually by the Charity's membership, and work within a framework of policies for branches developed by Samaritans nationally. Policies developed specifically for the branch include a policy that the Treasurer should provide Trustees with regular reports on the charity's reserves, with the aim that these should fall between a minimum of one and a maximum of two year's running costs.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

1170460

Principal address 7 Church Road Leatherhead Surrey KT22 8AT

Trustees

K Haynes J Tullett C Dixon A Harrison (resigned 14.9.23) K Wastell S Fox D Millar S Walsom C Boon G Cooper (appointed 23.1.24) S M Endean (appointed 14.9.23) T Padden-Evans (appointed 14.9.23)

Independent Examiner

Paul Tiller Kate Haynes Ltd 129 Woodlands Road Little Bookham Leatherhead Surrey KT23 4HN

Approved by order of the board of trustees on ............................................. and signed on its behalf by:

.......................................................................... K Wastell - Trustee

Page 3

Independent Examiner's Report to the Trustees of Samaritans of Leatherhead, Epsom & Dorking

Independent examiner's report to the trustees of Samaritans of Leatherhead, Epsom & Dorking

I report to the charity trustees on my examination of the accounts of Samaritans of Leatherhead, Epsom & Dorking (the Trust) for the year ended 31 March 2024.

Responsibilities and basis of report

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 Act and in carrying out my examination I have followed all 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 in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form 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 concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Paul Tiller

Date: .............................................

Page 4

Samaritans of Leatherhead, Epsom & Dorking

Statement of Financial Activities for the Year Ended 31 March 2024

Unrestricted
funds
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
2
14,548
Investment income
3
148
Total
14,696
EXPENDITURE ON
Charitable activities
Support costs
24,072
NET INCOME/(EXPENDITURE)
(9,376)
RECONCILIATION OF FUNDS
Total funds brought forward
487,434
TOTAL FUNDS CARRIED FORWARD
478,058
Restricted
funds
£
2,039
-
2,039
2,039
-
-
-
31.3.24
Total
funds
£
16,587
148
16,735
26,111
(9,376)
487,434
478,058
31.3.23
Total
funds
£
11,532
63
11,595
23,354
(11,759)
499,193
487,434

The notes form part of these financial statements

Page 5

Samaritans of Leatherhead, Epsom & Dorking

Balance Sheet 31 March 2024

Unrestricted
funds
Notes
£
FIXED ASSETS
Tangible assets
6
462,464
CURRENT ASSETS
Debtors: amounts falling due within one year
7
-
Cash at bank
16,282
16,282
CREDITORS
Amounts falling due within one year
8
(688)
NET CURRENT ASSETS
15,594
TOTAL ASSETS LESS CURRENT
LIABILITIES
478,058
NET ASSETS
478,058
FUNDS
9
Unrestricted funds
TOTAL FUNDS
Restricted
funds
£
-
-
-
-
-
-
-
-
31.3.24
Total
funds
£
462,464
-
16,282
16,282
(688)
15,594
478,058
478,058
478,058
478,058
31.3.23
Total
funds
£
462,464
2,190
24,059
26,249
(1,279)
24,970
487,434
487,434
487,434
487,434

The financial statements were approved by the Board of Trustees and authorised for issue on ............................................. and were signed on its behalf by:

............................................. K Wastell - Trustee

The notes form part of these financial statements

Page 6

Samaritans of Leatherhead, Epsom & Dorking

Notes to the Financial Statements

for the Year Ended 31 March 2024

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure. It is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

2. DONATIONS AND LEGACIES

DONATIONS AND LEGACIES
31.3.24 31.3.23
£ £
Donations 14,548 9,342
Listener Scheme Funding 2,039 2,190
16,587 11,532

continued...

Page 7

Samaritans of Leatherhead, Epsom & Dorking

Notes to the Financial Statements - continued for the Year Ended 31 March 2024

3. INVESTMENT INCOME

Deposit account interest

31.3.24 31.3.23
£ £
148 63

4. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2024 nor for the year ended 31 March 2023.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2024 nor for the year ended 31 March 2023.

5. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

Unrestricted
funds
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
9,342
Investment income
63
Total
9,405
EXPENDITURE ON
Charitable activities
Support costs
21,164
NET INCOME/(EXPENDITURE)
(11,759)
RECONCILIATION OF FUNDS
Total funds brought forward
499,193
TOTAL FUNDS CARRIED FORWARD
487,434
Restricted
funds
£
2,190
-
2,190
2,190
-
-
-
Total
funds
£
11,532
63
11,595
23,354
(11,759)
499,193
487,434

continued...

Page 8

Samaritans of Leatherhead, Epsom & Dorking

Notes to the Financial Statements-continued
for the Year Ended 31 March 2024
6.
TANGIBLE FIXED ASSETS
COST
At 1 April 2023 and 31 March 2024
NET BOOK VALUE
At 31 March 2024
At 31 March 2023
7.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Other debtors
8.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Other creditors
9.
MOVEMENT IN FUNDS
At 1.4.23
£
Unrestricted funds
General fund
487,434
TOTAL FUNDS
487,434
Net movement in funds, included in the above are as follows:
Incoming
resources
£
Unrestricted funds
General fund
14,696
Restricted funds
Listener Scheme Funding
2,039
TOTAL FUNDS
16,735
Freehold
property
£
462,464
462,464
462,464
31.3.24
31.3.23
£
£
-
2,190
31.3.24
31.3.23
£
£
688
1,279
Net
movement
At
in funds
31.3.24
£
£
(9,376)
478,058
(9,376)
478,058
Resources
Movement
expended
in funds
£
£
(24,072)
(9,376)
(2,039)
-
(26,111)
(9,376)

continued...

Page 9

Samaritans of Leatherhead, Epsom & Dorking

Notes to the Financial Statements - continued for the Year Ended 31 March 2024

9. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

At 1.4.22
£
Unrestricted funds
General fund
499,193
TOTAL FUNDS
499,193
Comparative net movement in funds, included in the above are as follows:
Incoming
resources
£
Unrestricted funds
General fund
9,405
Restricted funds
Listener Scheme Funding
2,190
TOTAL FUNDS
11,595
Net
movement
At
in funds
31.3.23
£
£
(11,759)
487,434
(11,759)
487,434
Resources
Movement
expended
in funds
£
£
(21,164)
(11,759)
(2,190)
-
(23,354)
(11,759)

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General fund
TOTAL FUNDS
At 1.4.22
£
499,193
499,193
Net
movement
in funds
£
(21,135)
(21,135)
At
31.3.24
£
478,058
478,058

continued...

Page 10

Samaritans of Leatherhead, Epsom & Dorking

Notes to the Financial Statements - continued for the Year Ended 31 March 2024

9. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 24,101 (45,236) (21,135)
Restricted funds
Listener Scheme Funding 4,229 (4,229) -
TOTAL FUNDS 28,330 (49,465) (21,135)

10. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 March 2024.

Page 11

Samaritans of Leatherhead, Epsom & Dorking

Detailed Statement of Financial Activities for the Year Ended 31 March 2024

Detailed Statement of Financial Activities
for the Year Ended 31 March 2024
31.3.24 31.3.23
£ £
INCOME AND ENDOWMENTS
Donations and legacies
Donations 14,548 9,342
Listener Scheme Funding 2,039 2,190
16,587 11,532
Investment income
Deposit account interest 148 63
Total incoming resources 16,735 11,595
EXPENDITURE
Support costs
Other
Rates and water 1,024 1,168
Light and heat 3,688 2,623
Telephone 3,080 3,485
Postage and stationery 48 201
Volunteer training and support costs 9 203
Volunteer care and travel costs 3,243 3,468
Outreach expenses 2,039 2,190
Advertising and publicity 684 762
Branch affiliation fee/BREF 451 376
Computer costs 444 822
Repairs and Renewals 2,313 6,103
house keeping 2,353 1,829
Insurance 3,263 -
Legal costs 35 35
Hire of facilities 237 89
CCTV 3,200 -
26,111 23,354
Total resources expended 26,111 23,354
Net expenditure (9,376) (11,759)

This page does not form part of the statutory financial statements

Page 12