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2023-03-31-accounts

Aim

Statistics

In the period from July 22 to September 2023 there were a total of 13,538 contacts, and a total of 3,444 hours were spent on calls..

Methods of Contact

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Telephone contacts (including contacts lasting less than 30 seconds): 12,312
Email: 1,226
Total 13,538
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Samaritans supported in 2022 - 2023 by:

Financial Summary 2022 - 2023

INCOME TOTAL: £29,800

Gifts & Donations £21,424

Interest on

Grants Investments £8,287 £89

EXPENDITURE TOTAL: £37,063

There was no income from fundraising or appeals in this financial year.

Management & Admin £10,191

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Premises costs
£13,809
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Our aim is to:

• [Ensure that callers receive a high quality of consistent service to enable them to express ] their feelings effectively in complete confdence and equally to

• [Ensure volunteers are given the necessary initial and ongoing training and support to ] carry out their role.

Objectives

We will:

• [Provide a quality service]

• [Raise our prof][le and ensure a favourable environment for our callers and our volunteers] • [Obtain human and f][nancial resources needed to achieve our objectives] • [Strive for the retention and motivation of volunteers]

• [Ensure the effective management of the Branch.]

Service

Samaritans provide a service that is available by telephone around the clock, every day of the year. They can also be contacted by email.

Callers do not need to identify themselves and the confdential service is free of charge. Each of the volunteers gives their time freely to the Charity.

Funding

The Charity is entirely dependent for funding on donations and grants from local and county authorities, the Home Offce, organisations and individuals - and the hard work put in by Tamworth Samaritans’ volunteers.

Tamworth Samaritans relies on donations and it is a registered charity (Charity Number 1170514). To make a donation, please send a cheque made payable to “Tamworth Samaritans” at our Branch address or contact the Branch for further details.

Bank: Lloyds Bank, 17 George Street, Tamworth, B79 7LW

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Tamworth Branch
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Registered Charity no. 1170514.

Annual Review 2022 - 2023

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Tamworth Castle
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Tamworth Castle and Lichfield’s Council offices light up green to celebrate the 70[th] birthday of the Samaritans!

Lichfield District Council Offices

Phone: Free Call 116 123 Email: jo@samaritans.org Website: www.samaritans.org/tamworth

Volunteer & Operational costs £13,063

@SamaritansTam

2nd Floor Office Suite, The Manor House, Lichfield Street, Tamworth, Staffordshire, B79 7QF

Branch Leadership Team 2022-2023

Tamworth Samaritans is a registered charity with the Charity Commission No. of 1170514 and is located at the Manor House, Lichfield Street, Tamworth, Staffordshire, B79 7QF.

Samaritans is located at the Upper Mill, Kingston Road, Ewell, Surrey, KT17 2AF.

Tamworth Samaritans is an Affiliated member of the Samaritan organisation and it is administered by a Single Branch Leadership Team (BLT) comprising:

~ Branch Leadership Co-ordinators … Megan Hubbard and Mark Emly

~ Deputy Director for Volunteer Care … Sue Fryer

~ Secretary … Megan Hubbard

Responsibilities of the Branch Leadership Team

The Branch Leadership Team (BLT) is responsible for the general management of the administration of the charity, its property and affairs, and in particular is responsible for publicity and all fnancial and property affairs including fundraising, investments, maintenance of the building and provision of insurance.

The Leadership Team oversees the selection of a new Branch Director every three years. The Branch Director is responsible for the day-to-day management of the Branch and of the volunteers.

A huge thank you to every volunteer for their continued dedication to Tamworth Samaritans. Without your hard work and willingness, not only for the work in the duty room, but for all the other tasks that require extra support, we would not be able to maintain the 24/7 service we promise to our callers. You are all stars!

Director’s Report

We write this in the absence of a Director at present. As Branch Leadership Team Coordinators, it has been our pleasure to support the Branch Leadership team since Judith stepped down as Director in May. We would like to start by recognising all Judith has done for Tamworth Samaritans and say a big thank you for leading us so well for two years.

Throughout the year since the last AGM, we have continued to provide excellent support to our listeners through the cost of living crisis in a turbulent world. And now, Samaritans has turned 70! Every one of our volunteers has been a part of that journey and we have a team of volunteers who are committed and empathetic.

All of our Branch Leadership team have led in their respective areas to ensure that we are delivering high quality outreach, supporting our local prison, bringing in and training two new cohorts of volunteers, keeping us compliant, safe and with the tools required to fulfil our roles, providing support and care to all of us, and ensuring we stay financially robust. In the summer Norman and Ed joined the BLT team to give us an enhanced leadership focus on rota and shift management and for leaders. Thank you to all of the BLT team for supporting Judith and us, and also to everyone else who has taken on roles and responsibilities to help our branch run smoothly.

As we move into this period of a new Director/Co-Directors, we say thank you for everyone’s continued support of our branch, helping us to support the callers who need us so much.

Megan476 and Mark423 Branch Leadership Team Coordinators

Prison Report

Swinfen Prison is doing well at the moment. I think we are starting to get back to normal after Covid, which is so nice to report, but prison life is always challenging.

In April we trained 14 new Listeners. We still go into the prison on a Thursday evening most weeks to see our Listeners and hold our monthly meetings in the chapel.

Our Safety Officer Carol Sweet is moving to another department in the prison and we are going to miss her. She has done an amazing job with us with the Listeners, often going above and beyond what was needed. So - thank you Carol.

My thanks to the Prison Team: Dave 161, Marion 397, Trish231 (S) and Erica 464, who all do an amazing job week in, week out.

Thanks also to the Governor and staff at Swinfen Prison - without them we would not be able to deliver the Listeners scheme, so thank you Swinfen.

Let’s hope the coming year will continue to be as good as this one. Paula 89

Trustees’ Reports

Documentation and Compliance Trustee’s Report

Partnership Trustee Report 2021-22 Network Rail

We have visited Tamworth Station on a number In the period since our last report, the main of occasions, including Brew Monday, which is challenges for the Trustees and Branch have always on the second Monday in January and can arisen from the need to ensure that Data Protection be a very diffcult time of year for many people. is understood at an individual level, and that our Sadly, someone took their life near Tamworth Key Policies of Confdentiality, Self-Determination Station in March and we helped support staff and and Safeguarding are expressed confdently members of the public following this tragic event. by every volunteer in the quality of the service We also attended the station in July as part of our they offer to every caller. A further focus has ‘Small Talk Saves Lives’ campaign. been working with our Branch Treasurer, Sulhee, to enable her to ensure that all our fnancial Tamworth Soroptimists procedures are specifed within a best practice framework.

Katy represented us at their annual Charity Lunch in June and we were presented with a cheque as one of their charities of the year. Thanks Katy.

I would like to acknowledge the unusual nature of the challenge we have experienced in having nearly six months without a Branch Director. However, I am sure we would all wish to acknowledge that we have been held safe. secure and forward facing through the diligent and engaging approaches of our BLT Co-ordinators, Megan and Mark.

Tamworth Pride

We supported this event at the Castle Grounds in July by running a stall with a raffe which was well supported by volunteers and generated a lot of interest in our organisation. Thank you to Paula for organising this.

Looking forward to more of the same in 2024. Dave 161

Looking ahead, as we move to develop a muchneeded positive and outward facing approach to fund-raising and outreach activities, we will need to ensure that the safety and wellbeing of our volunteers and members of the public is captured within an agreed Risk Assessment and Event Information for every external activity. The redrafting of local policies and a clear understanding of Risks and Risk Management Procedures will also be a key challenge for the new Branch Leadership Team.

Treasurer’s Report

The Treasurer, as the Trustee responsible for of our volunteers and members of the public fnancial administration and management of the is captured within an agreed Risk Assessment Branch, is accountable to the Branch Director and Event Information for every external activity. and reports directly to the Trustees and Branch The redrafting of local policies and a clear Leadership Team. As a Treasury department, we understanding of Risks and Risk Management ensure that proper accounts and records are kept Procedures will also be a key challenge for the new in order to monitor the fnances and assets of Branch Leadership Team. Tamworth Samaritans. We attend meetings and report on the Branch’s There is both an opportunity and a need to build fnancial position, which also includes preparing some depth and breadth in our approach to an annual fnancial statement for Samaritans compliance. We are looking for Samaritans who Central Charity. are willing to shape our approach to building a Thank you to Helen295 for her continued register of risks and help carry out light touch commitment to ensuring our bills are paid on time, checks and balances around our fnances, assets, and to Susan for keeping the records up to date. policies and general practices. These activities are not onerous but do need a bit of passion, so if Although donations decreased by 10% and there anyone can spare some time and energy to ensure was no money from fundraising in the that we continue to operate as the independent, 2022-2023 fnancial year, the Branch’s income self-funded, affliated charity Tamworth Samaritans, increased by 2% in comparison to the previous please come and talk to me and our new Branch fnancial year because of an increase in the HMP Director. Swinfen NOMS Grant. Katy 271

However, expenditure in the year ending 31 March 2023 was £37063, 6% more than in the previous fnancial year.

Premises and Resources Trustee’s Report In the past 12 months we haven’t needed to carry out any major work in the premises. We have made sure that the regular maintenance work, such as the PAT testing and the annual boiler service, has been done.

Net assets as at 31 March 2023 were £109,364 in comparison to £116,627 in the year ended 31 March 2022.

We have continued to provide the resources needed to maintain a clean and safe working environment for everyone.

In summary, Tamworth Samaritans has made a loss of £7264, an increase of £1723 compared with the previous year’s loss of £5541. Sulhee

Thank you to John361 for his continuing support with the maintenance of the branch, and to Nick and Heather Read at TC Media who have printed our AGM pamphlet again this year. Alan188

T8mworth Samarltans Ch*rlty Commlsllon R•glitr•tlon Numb•r 1170514 Balance Sheet - Detall A• •1 March 31. 2023 31An 1$ lQ•J14 9D.510 l) Th• tnJstees' pJfi¢y, noting that they have no guaranteed incomg stream, is lo hold enough funds in reseNe lo enable the charity lo operate for 18 months in a similar manner 8s Il operated in Ihe F￿lOUs 18 mMth5 while 8$$ income would bè forthcoming. Sign Si￿ed Sulhee Ja Treasurer Signed on behalf of all Trustees David Oavies Independent Examiner Date ?5/0 // 2 0 2 Date 11

Indopendent examinor's report to the Trusto•s and m•mb•rs of The Samaritsns of Tamworth on tho accounts for tho finan¢lal pgrlod •nded 31 Mar¢h 2023 ns bi1rt18s of tru xaminer. The charity's Irustees are responsible for the preparation ol the accounts. The chanty's trustees consider that an audit is not Tequired for this year and that an independent examinatson is needed. {Seclion 144 of the Charities Act 2011 Ilhe Charities Acll, and subsequent revision issued in 20221 de nsibil- ' examine the accounts under section 145 of the Charrtiès Act. . lo follow the pro￿UreS laid down in th8 General Directions given by the Charity Commission lunder secbon of the Charities Act). and * lo stale whether particular mattefs have come lo my attention. find My examination was Ca￿led out in accordance with Oirections and guidance givén by thè Chanty Commission {CC321. An examination includes a revièw of the accounting records kept by the charity and a comparison of the accounts presented wrth those records. 11 also in¢lud8s consideration of any unusual items or disclosures in the accounts and seeking explanations from you as Iruslees concerning any such matters. The procedures undertaken do not provide all Ihe evidence that would be required in an audit, and consequently no opinion is given as lo whether the accounts present 'a tnje and fair vi8w' and the report is limrted to those mattets sel out in the statement below. Ind•p•nd•nt •xamln•rfs stat•m•nt: In connection wlh my examination. no matter has come to my attonlion.. 11) which gives me reasonable cause to believe that in any material respect. the requirements.. to keep accounting recotds in accordanc& wlh $8Ction 130 of the Charities Act. to prepare a¢￿Unts which a¢¢ord wrth the accounting records and comply wrth the accounting requirements of the Charits'es Act have not been met. or (21 lo which. in my opinion, attention should be drawn in order to enable a proper understa ing of the accounts to be reached. Signed.. Date.. a Mr. David Davies 4 Moat Drive Drayton Bassett Tarnworth Stsffordshirè B78 3UG