2021-03-31-accounts

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Annual Report 2021 Swansea

Director’s Report ............................................... 3 Branch Details ................................................... 5 Treasurer’s Report ............................................ 6 Audited Accounts ............................................. 8 Recruitment and Selection ............................ 17 Training ............................................................... 18 Shop Report ........................................................ 20 Outreach Report ................................................ 21 Prison Support Report ..................................... 22 Volunteer Support Report ............................. 24 2020 AGM meeting minutes .......................... 25

THE SAMARITANS OF SWANSEA (Registered charity no: 1173627)

DIRECTOR’S REPORT

I cannot believe that by now I am well into my third year as director of Swansea Samaritans.

There were many changes during the last year within Samaritans, affecting all branches and all volunteers. Samaritans also have a new Chair, Keith Leslie, who took over as Chair of Samaritans in January this year, and a new CEO, Julie Bentley, who started her post in November 2020.

Safeguarding is being completely overhauled, and every volunteer will have to have the new training completed by the end of 2021.

Certain measures have been put in place to monitor our service to ensure consistency throughout the whole organisation, emails will soon be done from a dedicated virtual branch as well as the caller support.

In August 2020 our branch had the service quality review which every director has to have within their first year. For us it was delayed because of the pandemic. It was then decided to hold it virtually, a new experience for everyone involved.

Maybe the biggest change affecting our branch was the refurbishment to our duty room, including completely new equipment. We now have 6 duty stations. We will have no problem accommodating those volunteers who will join the email hub, to do emails from the branch if they wish. It certainly looks beautiful, and I am certain that when the new Director will start in July 2022, we have all got used to it.

It has been a difficult year, mainly due to the ongoing pandemic. Even though many volunteers had to isolate, we were able to offer our services to our callers without interruptions. Many volunteers did multiple shifts a week. I cannot thank them enough for their hard work. Some volunteers are still reluctant to mix with other people and some volunteers have decided not to return to Samaritans.

ANNUAL REPORT 2021

Luckily there are many potential volunteers. Because of a hardworking recruitment team and training team we managed to replace the volunteers we lost. I cannot thank them enough.

Because of the ongoing pandemic we were not able to welcome any Face-toFace callers in branch or indeed do any outreach work or hold any awareness and fundraising events. Some work with schools could be done digitally, but this cannot be compared with actual school visits.

We were able to continue our work in Prison with certain restrictions. A very big Thank you to the team!

For the coming year this will be our biggest challenge, to build up a new outreach team and re-establish our links with the local community. I continued attending Mental Health Forums and Self-Harm and Suicide Prevention Forums throughout the year, however everything had to go digtal.

Another challenge will be better shift coverage. We increased the number of shifts to 37 shifts in branch. This was mainly done to offer a bigger variety of timings. The early shift is proving very popular and so is the early night shift. We continue to have difficulties to regularly fill the second part of the night. I urge all volunteers to consider it. This is often the time when callers need us most.

We will also be introducing the chat service. This is still at an early stage and is offered to callers only at certain times. I would particularly thank those volunteers who have completed the additional training and are willing to offer emotional support to our callers via this new media. Hopefully other volunteers will be encouraged by seeing chat in practice.

I would like to thank every volunteer for the time they spend to support our callers. Some can do more than others, but every single minute is valuable. Without you Swansea Samaritans would not exist.

THE SAMARITANS OF SWANSEA (Registered charity no: 1173627)

BRANCH DETAILS

Registered Charity Number: 1173627 Registered Address: Swansea Samaritans, 17 St John’s Road, Manselton, Swansea, SA5 8PR Website: www.samaritans.org/swansea The Trustees of Swansea Samaritans at 1st September 2021: Director/Chair of Trustees: Mrs. M. Bugelli Secretary: Reverend J Phillips Treasurer: Mr. I. Phillips Trustees: Reverend Dr P Philips Mr W Davies Dr A Rees Ms D Smith Ms C Heard Ms D Thomas Ms T Hatherill Bankers: Barclay Bank plc

ANNUAL REPORT 2021

TREASURER’S REPORT

Treasurers Report for the Year ending 31st March 2021

I attach the accounts for the year and as you can see our accounts are in an extremely favourable position despite the lockdown. We were extremely fortunate to be able to avail ourselves of several Grants relating to the Pandemic and we owe a great deal of thanks to City of Swansea (20,000) for supporting our Shop which had to close during the pandemic. Also to WCVA which was funded by Welsh Government (13,958) . Moonstone (1000) and The Waterloo Foundation (2,222) who all gave us support.

During this period we were able to secure funding to replace 2 Laptops. We also replaced the Boiler in the Branch.

Following a Talk I gave to Swansea Rotary Club back in May 2019, they presented us with a cheque for £1,000 in May 2020. We also received support from Welsh Churches Trust (898). Samarathon produced £540 for the Branch. Then in February 2021 we received a Grant from Samaritans of £1,800.

The Prison service also made a contribution to Branch expenses as a thank you for running the Listener Scheme.

Back in 2019, Llanelli Rural Council informed us we would be one of 4 Charities selected as The Chair of the Council’s preferred Charities. When the Pandemic broke, I was not hopeful that this would produce much, so I was really surprised to receive a Cheque in March 2021 for £2,500. You will notice their plaque in the Operations Room which recognises their support.

We purchased the Fogger also in March 2021. A number of repairs were carried out during this period and we thank Wynne for organising this for the Branch.

Finally, Boyd Patrick retired as our Accountant in 2020 so we appointed Ashmole’s in Carmarthen and I thank them for Certifying our Accounts for the 2020/21 period.

If re-elected 2021/22 will be my Final year as Treasurer and Trustee. I have been a Trustee for 10 years including 7 as Treasurer and it is time for me to pass the baton on.

THE SAMARITANS OF SWANSEA (Registered charity no: 1173627)

I also, hope that the Branch can find someone to take control of Fund Raising in securing the Branches future. It would be good to separate these roles so that the job of Treasurer does not appear to onerous. Both roles are extremely rewarding.

I would also like someone to come on board as Assistant Treasurer during 2022, with a view to an easy handover at the AGM in 2022.

ANNUAL REPORT 2021

REPORT AND ACCOUNTS PERIOD ENDED 31st MARCH 2021

Ashmole & Co Chartered Certified Accountants The Old School The Quay Carmarthen SA31 3LN

THE SAMARITANS OF SWANSEA (Registered charity no: 1173627)

INDEPENDENT EXAMINER’S REPORT TO

THE TRUSTEES OF THE SAMARITANS OF SWANSEA

We report on the accounts of The Samaritans of Swansea for the year ended 31 March 2021.

Respective responsibilities of trustees and examiner

As the charity’s trustees, 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 all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Basis of independent examiner’s report

Our examination was carried out in accordance with the General Directions given by the Charity Commissioners. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently we do not express an audit opinion on the view given by the accounts.

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 which gives me cause to believe that in, any material respect:

the accounting records were not kept in accordance with section 130 of the Charities Act; or
the accounts did not accord with the accounting records; or
the accounts did 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.

ANNUAL REPORT 2021

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.

Carwyn Morgan FCCA Ashmole & Co. Chatiered Cetiified Accountants The Old School The Quay Carmarthen SA31 3LN

THE SAMARITANS OF SWANSEA (Registered charity no: 1173627)

STATEMENT OF FINANCIAL ACTIVITIES - PERIOD ENDED 31 MARCH 2021

Note Incoming Resources Collections Donations Fundraising Events Deposit Interest Dividends Received Unit Trust Income Prison Support Shop Income (Net) 50 Club Big Lottery Grant COVID Grants Welsh Churches Trust Other Grants Total incoming resources Resources expended Branch Centre Running Costs 2 Direct charitable expenditure 3 Fundraising Costs 4 Management and Administration costs 5 Total resources expended	Un- Restricted Funds £ 302 3178 5434 0 0 13295 2280 (9529) 401 0 39758 0 6722 61841 18674 10438 3214 7320 39646	Restricted Funds £ - - - - - - - - - - - 898 - 898 - - - - 0	All Funds 2021 £ 302 3178 5434 0 0 13295 2280 (9529) 401 0 39758 898 6722 62739 18674 17124 3214 7320 39646	All Funds 2020 £ 1437 5092 13280 0 4002 (933) 2417 5384 295 10000 0 0 0
				40974
				18778 17124 6097 4103
				46102

ANNUAL REPORT 2021

Net incoming resources for the year 22195 Movement in funds - Fund balances brought forward at 1 April 2020 331688 Fund balances carried forward at 31 March 2021 353883 BALANCE SHEET AS AT 31 MARCH 2021 Note £ TANGIBLE FIXED ASSETS 6 INVESTMENTS 7 UNIT TRUSTS CURRENT ASSETS Debtors 8 2875 Cash at Bank and in Hand 9 26255 29130 LESS CURRENT LIABILITIES (Amounts falling due within one year) Creditors and Deferred Income 10 5574 NET CURRENT ASSETS TOTAL ASSETS LESS CURRENT LIABILITIES NET ASSETS	898 (545) 12806 13159 2021 £ 201197 30269 64064 23556 319086 319086	23093 (545) 344494 367042 £ 2875 15397 18272 1408	(5128) - 349622
			344494
			2020 £ 198636 24593 50769 16864
			290862
			290862

THE SAMARITANS OF SWANSEA (Registered charity no: 1173627)

Note £ REPRESENTED BY: UNRESTRICTED FUNDS General Fund 11 Investment Revaluation Reserve RESTRICTED FUNDS Other Funds 12	2021 £ £ 353883 (47956) 13159 319086	2020 £ 331688 (53632) 12806
		290862

The notes form part of these accounts. The accounts were approved by the Committee on ...................................... 2021 ........................................... M. BUGELLI, DIRECTOR ........................................... I.J. PHILLIPS, HON. TREASURER

ANNUAL REPORT 2021

NOTES TO THE ACCOUNTS – PERIOD ENDED 31 MARCH 2021

1. ACCOUNTING POLICIES

a) Basis of Accounting. The accounts have been prepared under the historical cost convention, as modified by the revaluation of freehold property, and in accordance with applicable accounting standards and the Statement of Recommended Practice of Accounting by Charities (Charities SORP).
b) Voluntary income by way of donations is included in the Statement of Financial Activities (SOFA) when received. Gifts in kind are valued and brought in as income.
c) Gross fundraising income from events organised by the Charity itself is included in the SOFA when received. Fundraising proceeds not yet received by the Charity for events which took place during the year have been excluded from the SOFA, as it has not been possible to estimate the likely receivable amount.
d) Income from legacies is included in the SOFA when received.
e) Grants for immediate financial support are recognised in the SOFA on receipt and on satisfaction of any pre-conditions.
f) No depreciation is provided on freehold property and improvements as the Trustees pursue a full repairing policy. Depreciation is provided on a straight line basis on equipment and furniture, and motor vehicles, at the rates of 15% and 25% per annum.

The Charity purchased the leasehold interest in the leasehold property on 30 April 2002.

g) No provision for taxation is included in the accounts as the Charity is entitled to the exemption from tax afforded by Section 505 of the Income and Corporation Taxes Act 1988.

THE SAMARITANS OF SWANSEA (Registered charity no: 1173627)

NOTES TO THE ACCOUNTS - YEAR ENDED 31 MARCH 2021

2. BRANCH CENTRE RUNNING COSTS Motor Expenses Water Light and Heat Repairs, Renewals & Maintenance Security & Health & Safety Cleaning, Housekeeper & Gardening Ofce Telephone Insurance COVID/PPE Expenses Depreciation 3. DIRECT CHARITABLE EXPENDITURE Emergency Telephones Caller Support Volunteer Recruitment & Selection Volunteer Training & Support Costs Volunteer Travel Expenses Volunteer Care Publicity Outreach Director’s Expenses Conferences Sundry Expenses Prison	2021 £ 2151 353 2453 2066 2563 4441 418 2250 1125 854	2020 £ 5906 303 3178 1788 733 3947 1502 1421 0 0
	18674	18778
	2021 1715 0 0 104 7356 0 900 177 186 0 0 0 10438	2020 1236 0 0 482 8461 277 2871 1221 1356 166 1 1053 17124

ANNUAL REPORT 2021

NOTES TO THE ACCOUNTS - YEAR ENDED 31 MARCH 2021

4. FUNDRAISING AND PUBLICITY COSTS Fundraising Expenses 5. MANAGEMENT AND ADMINISTRATION COSTS Branch Contribution Postage, Stationery & Sundries Accountancy Fees Other Professional Fees AGM & Other Governance Costs Legal Fees	2021 £ 3214 3214 2021 5135 1430 600 35 120 0 7320	2020 £ 6097
		6097
		2020 832 1903 400 520 448 0
		4103

THE SAMARITANS OF SWANSEA (Registered charity no: 1173627)

RECRUITMENT AND SELECTION REPORT

It has been a very busy year for the recruitment and selection team. Despite the pandemic we have been able to carry on and we now have the second COVID cohort being mentored. The interviews have been carried out on Zoom and that has worked really well. I would like to say a huge thank you to the team who have all been involved and helped enormously. It could not happen without these volunteers. It is a timeconsuming process and they have done it willingly and very well. The interviewees responded happily to the form the interview had to take and despite a few technical hitches it was a great success.

We have also joined the Branch Management Tool which has been a challenge but is now making the process easier (I think!). The BMT team are very helpful and answer any queries quickly and efficiently. There are also regular updates and meetings on Zoom to discuss any questions you may have. We are hoping to bring the DBS applications on to the BMT very soon.

Our present situation is that we have approximately 200 potential volunteers who have completed application forms and are waiting for an interview. Our next training programme is due to start in October. Interviewing will begin this month and we are aiming for a cohort of 15 if the training is online or 30 if training can take place in the branch. The problem with training 30 is that mentoring could prove to be problematic. Many of the applications came at the peak of the pandemic so whether the interest will have waned as life returns to normal remains to be seen. We are hoping to carry out the interviews during the time when the branch is closed for refurbishment. So here’s to next cohort of Swansea Samaritans!

ANNUAL REPORT 2021

TRAINING REPORT

– Core Development learning for New Volunteers training to be Samaritans

Embedding Development – learning for volunteers who have finished the Core Development and completed mentoring

Continuous Development – online learning for all Samaritans volunteers to develop our skills, including a mandatory digital topics

Core and Embedding:

Many current and retired volunteers will still be more familiar with the term SIT1 and SIT2 and OGT (ongoing training).

Samaritan training was completely overhauled in the beginning of 2020 and is blended learning. Trainees have to complete a mixture of group sessions and digital modules.

We had finished the first group of CORE in March 2020, just before restrictions had to be enforced due to the pandemic.

We were not able to mentor the new Volunteers until September 2020. I am very pleased to say that after 6 months of inactivity most were still willing, in fact eager, to continue on their Samaritan journey. By now this group have all finished their probation and are fully integrated members of Swansea Samaritans.

Due to the ongoing pandemic we were not able to do any face 2 face training. The training material had been modified to be delivered online. We also had a long waiting list of potential volunteers. Delivering training online was a completely new challenge for everyone on the training team, some viewed it with trepidation. We all had to learn very quickly – and we did.

I am so pleased to say that by now we trained three groups, initially completely online.

Thank you to the mentors who were then willing to mentor these new volunteers,

THE SAMARITANS OF SWANSEA (Registered charity no: 1173627)

despite the fact that social distancing is practically impossible. Mentoring has become even more important than previously, because the New Volunteers had never been in branch before

The embedding development has also been modified to be delivered online and is proving very successful. Again, volunteers are asked to complete digital topics to complement the group session.

Continuous Development

Due to the pandemic we were not able to do face to face sessions. Volunteers had to complete some mandatory digital modules on safeguarding and refreshing our core skills.

They were also encouraged to several other modules, for example on taking calls from prisoners and veterans.

It is hoped however that in the future we will be able again to do more group sessions in branch.

I would like to express my sincere gratitude to every member of the training team. We could even welcome some new members, and everyone took on the new challenges wholeheartedly, working around unforeseen problems. It is due to them that despite so many problems created by the pandemic our branch is still going strong.

ANNUAL REPORT 2021

SWANSEA SAMARITANS - CHARITY SHOP REPORT

2020 was an unusual year due to the Pandemic. The shop was closed for most of the year having closed on 23rd March 2020. We did manage to open between August and December and then we had to close again. So the turnover was really small for the year.

In July 2020, John the Treasurer arranged for the Shop to have a PDQ Machine so that the shop would not have to touch the cash during the pandemic and that helped with a substantial part of our income now going through the card machine.

City of Swansea supported us financially through the Pandemic meaning we could meet all our costs.

Mair and Eric retired at the end of 2020 and we thank them for all their efforts over the past 15 years. The Director sent them a thank you.

Also, thanks to Ida and Syd for storing some of the Winter coats. Because we were closed for much of the winter, we ran out of storage space.

THE SAMARITANS OF SWANSEA (Registered charity no: 1173627)

OUTREACH REPORT

Estyn allan

Swansea Samaritans has always realized the importance of reaching out to the community to try and engage with those who might never feel like reaching out to us. Unfortunately, due to Covid restrictions, this has not been easy this year.

We have, however, succeeded in reaching out to all our schools, further education colleges and university colleges via internet, post and virtual talks. We were able to celebrate Brew Monday by putting our outreach vehicle at the front of the building, and making lots of posters which encouraged passers by to help themselves to a tea bag.

Virtual zoom talks have been given to community groups. We have also supported The Rally in Loghour and Mals Maurauders in Port Talbot.

ANNUAL REPORT 2021

PRISON SUPPORT REPORT

Many People will have vivid memories of their experiences during the past year. We consider it a privilege that we have many that includes our involvement with the listener scheme at HMP Swansea.
We have had a unique insight into how the Prison Service and our Listeners have survived and maintained the safety and wellbeing of people unfortunate to be in prison throughout this period.
When it was impossible to go into the prison the staff maintained contact between us and the Listeners by telephone on a regular basis. When we were allowed to go back into the prison we were able to train new Listeners. We achieved two back-to-back sessions last year e.g., August to October and one this year July to August. Without the support of prison staff this would not have been possible. As usual availability of appropriate rooms has been a challenge.
As well as doing the Listener role within their ‘bubbles’ they were also asked to contribute to discussions and planning of the service. This included safe systems of cleanliness, what should be included in distraction packs (word search, puzzles etc) and giving opinions on what was working and what was not.
The Governor personally commended the Listeners on their contribution to the safety and well being of the prisoners most of whom were locked in their cells for 23 hours a day. We as a team will never underestimate the effort that needed to be made by everyone to achieve this. At the risk of repeating myself again, when things go wrong in a prison everyone gets to know but no one really wants to know what effort goes into getting things right.
We are in our thirtieth year of Samaritans training and supporting Listeners in HMP Swansea and are very proud of the fact the scheme started with us. We have had tentative discussions with staff in the prison as to how we could commemorate this but it has been very difficult to do any forward planning given the present circumstances. One of things that has been suggested is an open day specifically for us at Samaritans so that we can hopefully dispel a few myths about prison and what it offers. Hopefully we can make this happen. With more than a little help from our colleagues who work in partnership with us and my fellow volunteers, we would not have survived the past year.

Thank you each and everyone

THE SAMARITANS OF SWANSEA (Registered charity no: 1173627)

We have been unable to go in and support Quay House in person since the start of the pandemic. However, I have kept in touch and reminded the Manager that Samaritans are always there for both the residents and the staff. As soon as we are able, we will resume our direct support for this much needed service.

ANNUAL REPORT 2021

CEFNOGI EIN GWIRFODDOLWYR/ VOLUNTEER SUPPORT REPORT

The last year has been a quiet period for Volunteer Support. Keeping contact with our fellow volunteers has been the priority especially over the winter lockdown of 2020-21. During the spring and summer 2021 more and more of those greatly affected by the Covid restrictions have returned to branch duty and gradually the “normality” of doing a weekly shift (or two!) has been restored for most.

Since the last report 34 new volunteers have joined Swansea Branch while 20 in all have left. Amongst the latter are several Samaritans who gave many years of faithful service to the branch and they will be greatly missed. Individuals and couples have celebrated some of life’s great milestones, some have undergone surgery, and others have mourned for family members and friends. I hope that members of the VS Team have been there to rejoice, support and sympathise accordingly in all instances.

The major event for Swansea branch this year has been the refurbishment of the ops room. The reopening in September was celebrated with a well-attended buffet and huge thanks and congratulations are due to the working party who planned and supervised the whole process. Further thanks are extended to others who serve the branch faithfully but work in the background: our hard-pressed rota secretaries, our health and safety officer, and the support Samaritans who maintain the IT equipment or have upheld rigorous cleanliness routines in the branch over a long and demanding period.

Last but not least, thanks to the members of the VS Team for their co-operation and kind support to all members of Swansea Samaritans.

THE SAMARITANS OF SWANSEA (Registered charity no: 1173627)

Swansea Samaritans Annual General Meeting Thursday 26 November 2020 (on Zoom)

Present: 39

Apologies: Ruth, Carol, Joanne, Nikky, Sally

Speakers: Sarah Stone, Executive Director for Wales

Meryl James, Regional Director for Wales Jason Lodwig, Prison Officer HMP Swansea

Mal Emerson, Mal’s Marauders

Welcome:

As Director, Monika welcomed all present online, including new Samaritans, to the AGM. She mentioned the new Sams CEO, Julie Bentley, and the new Chair, Lesley (see SAMSNet and Sams Home Page for more details), and the arrival of Workplace, with FAQs and information about invitations in Branch. She reminded us that 2021 will be the 60th anniversary of the Swansea Branch, and the 30th anniversary of the first Listeners, in Swansea Prison, and invited ideas to mark these occasions. The 2020 AGM should have been in September 2020, with the year running from 31 March, but was delayed because of COVID 19. Most reports deal with what has happened since then. She suggested that 2021 AGM should be July 22, preceded by a very brief Extraordinary Meeting to confirm the timing beforehand.

Minutes of previous AGM 19th September 2019:

Acceptance moved by John and seconded by Judith, and approved.

Matters arising:

There were no matters arising.

Reports

All reports being available online, it was agreed that those present would also accept them online. The Director’s Report was proposed by John and seconded by Ida, the Treasurer’s Report by Peter and Molly, the Recruitment/Selection Report by Syd and Daisy, and the remainder accepted en bloc, proposed by Wynne and Sue.

ANNUAL REPORT 2021

Election of Independent Examiner

With the retirement of Boyd Patrick, the Trustees proposed his replacement by Carwen Morgan of Ashmoles/Carmarthen, and his acceptance was proposed by John, seconded by Peter. The only additional cost will be about £80 for VAT from 2021.

Election of Officers

The nominations matching the numbers required, no elections were required. New Officers and Trustees as follows:

Treasurer

John Phillips

Secretary

Mary. (Lynne was standing down, and thanked for her services.)

Trustees

Peter, Wynne, Jules, Hannah, Judith, Catherine, Sue and Violet.

Any other business.

There being no other business, the meeting closed at 7.20 pm.

SPEAKERS

1 Sarah Stone, Executive Director for Wales . She spoke of the work of Samaritans in Wales, of how proud she was of what was being done, of the work in branches and in prisons, particularly with Swansea’s approaching anniversaries. She told the meeting that in the year ending April 2020, Welsh Samaritans had responded to 147,000 calls for help. Although the rate of suicide in males was roughly 3 times more than women, the male rate remained relatively stable. It was hoped to develop Equality, Diversity andf Inclusion, to be able to increase recruitment and retention, and in shaping Welsh policy, to look at Loneliness and isolation with the Welsh Parliament, to develop a toolkit to deal with socio-economic issues and disadvantage, and to have an impact on awareness of emotion, Mental Health and Wellbeing in the new curriculum. Those present were thanked for their work in keeping it all running.
Meryl James, Regional Director for Wales . She thanked everyone, not just listening volunteers, for this year’s work in particular, maintaining good service under difficult cirumstances.. She looked forward to the beginning of a return to normality. A question about night shifts having been asked, she said they were vital, and would become even more essential as COVID continues; everyone who can do them should do them.

THE SAMARITANS OF SWANSEA (Registered charity no: 1173627)

Jason Lodwig, Prison Officer HMP Swansea. He spoke of his involvement with Listeners, both before and during COVID, of suicide prevention with the Safer Custody Team and his work as Equalities Officer. He said that Swansea were intending to provide in-cell phones as from next year, despite the expense. He was unable to quantify the huge impact that Samaritans have on people’s lives, not only in prison, and suggested that branch members might be interested in a visit to the prison as part of the 30th anniversary celebrations next year.
Mal Emerson, Mal’s Marauders. He spoke of his own experience of coming through a terrible accident at Tata Steel, and how he was able to use that experience to encourage and support men in Port Talbot who were struggling with their own problems, by walks of varying lengths together, and talking and listening to each other. The work of men helping men, going into male work and leisure environments, had now got lottery funding for a drop-in, and support from MIND, NPTC, as well as close involvement with the Swansea Samaritans, for which he was very grateful.

ANNUAL REPORT 2021

COULD YOU EE THERE WHEN I CALL? A lot of people need us. That's why our volunteers are always around to give anyone who is struggling to cope the space and time to talk. Find out about joining us Come along to our next information session e 17 St John's Road, Manselton Swansea SA5 8PR samaritans.org/swansea %AMARITANS Swansea

TFIE SAMARITANS OF SWANSFA (Registei'ed cl)arity no.. 1173627) REPORT AND ACCOUNTS YEAR ENDED 31 st MARCH 2021 Ashmolc & Lo Charlej'ed L'ertified Accountants Thc Old School The Quay Carmarthen SA313LN

INDEPENDENT EXAMKNER'S REPORT TO THE TRUSTEI ES OF THE SAMAIUTANS OF SWANSEA We report oil the aecounts of The Samaritans of Swansea for the year ended 31 March 2021, whicli arc set out on pages 3 to I l. Respeetive reJponsibilitle5 of tn13tees And examiner As thc charity's trusleesa you are responsible foi the preparation of the accounts in Oi.danCe with the iequirements of the Charitie3 Act 2011 C'the Act"). I J'eport iii respect of my exan)Ination of the Trust's accounts. cai'ried out under section 145 of the 2011 ALtt and in cai'rying out my examination. I liave followed all tbe applicable Directions given by tlie Charity Conunission under section 145(5)(b) of117e Act. BRsis of independent oxaminer s report Oui. exaniination was carried out in accordance with tlie General Directions given by the Chai'ity Loinmission¢Ts. An examittation ineludes a review of tI)e accountillg records kepl by the ¢liarily aiid a comparisoli of the accounts presented with tliose recoi'ds. It al,90 inLliide8 considerntion nf any unusual items or discloyures in the accounts, and Seeking explaall05 from you as truslecs coiicerning any such mattery. 'I'he proccdui'es undei'laken do not piDvide all the evidence that would be required in audit, and coi)9equeJiily we do not express an Audit opinton on the view given by the accounts. IndependeTh¢ examlner'i st¥tement I have compleled Any examination. I coi)firin that no material matters have come to tny attenlitTrn in Conn'tIOn with die examination which give5 Ine cause to believe that in. )Y rnalei'ial respcct.. thc accountin8 records were not kept in accordance with section 130 of the Charities thc accounts did not accord with the aceoulltin8 records- or tlie accoun15 did not comply with tlie applicable requirements concerning tlie foiTn and coi)lent ofaccounts set out ui tli¢ Chai'itics (Accounts and Reports) Regulations 2008 othcr than any requireinent tlial. the accounts give a 'true and fRii VAew which 15 not a matter Considered a8 part of an independ¢iit examination. I have no concerns and Ive come across no other matter.s in connection with ihe exnAlIatiOl7 to wl?ich attention should be drawn iii this Leport in order to etiable a proper un ,landing of tl accounts to be reached. Carwyn Morgan FCCA Ashmol¢ & Co. Chaitei'ed Ceitified Accountants The Old School The Quay Carmarthen SA313LN .2021

THE SAMARITANS OF SWANSEA (Registered Charily No 1173627) SI'AI'EMEDrr OF FINANCIAL Acrivi'riES- YEI AR 31 MARCII 2021 Restricted FuJid$ Note Restricted All Funds All Fundg Fund5 2021 2020 Incoming Re50urc¢s Collections Donations k".undrnisAiiI", Events Deposit Inteirst Divideiids Received Unit Tj'ust Income Prison Support Shop Incon]e (Net) 50 Club Big Lotleiy Cn7nt COVID Grants Welsh Churches Tnist Olhci. Grants 302 3178 5434 302 3178 5434 1437 5092 13280 13295 2280 (9529) 401 4002 (933) 2417 5384 295 i 0000 13295 2280 (9529) 401 39758 39758 898 6722 898 6722 Total Inenmlng resuur¢es 61841 898 62739 40974 Re8oure¢8 expendod BranLh CLiitrc Runiiing Costs 2 Direct charitable expcnditure 3 Fundraisiiig Cosls 18674 10438 3214 18674 17124 3214 18778 17124 6097 Management and AiJmini$lratiui) costs 7320 7320 4103 Totil roUrCeS ¢xpend¢d 39646 39646 46102 Net incomlng resouree8 for the yi'ar Movenient in fund8 Fund balanc bmught fonvard al l April 2020 22195 898 (545) 23093 (545) (5128) 331688 12806 344494 349622 Fund balances carried forward at 31 March 2021 353883 13159 367042 344494

THE SAMARITANS OV SWANSEI A (Registered Charity Nib 1173627) BALANCE SHEET AS AT 31 MARCH 2021 Note 2021 2020 TANGIBLE FIXED ASSETS INVESTMENTS UNIT TRUSTS 201197 198636 30269 64064 24593 50769 CURRENT ASSETS Debtoi C&sli al Bank and in Hand 2875 26255 2875 15397 LE.SS CURJiENT LIABILITIE( (Amounts falling duo withln ont year) Creditor,5 and Defei'red Income NET CURRLNT Assfi T8 TiyfAL ASSETS LESS CURRENT LIABILITIES 29130 18272 io 5574 1408 23556 16864 319086 290862 NET ASSETS 319086 290862 REPRLSENTrD IIY.. UNRESTRICTED FUNDS Genei'al Vund tnvestmeiil Revaluatioii Reserve RES'TRICTED FUNDS Otlier Funds li 353883 (47956) 331688 (53632) 12 13159 12806 319086 290862 The notes on pages 5 to I I forin part of tliese accouiits. The accounts were approved by the CA)mmitte¢ on.... .2021 M. BIJGELLI , DIRECTOR . I.J. PHILLIPS, HON. TREASURER

THI SAMARITANS of4 SWAN.SEA (Registered Charlty No 1173627) NOTES TO 'fFIE ACCOUNTS - YEAR ENDED 31 MARCH 2021 ACCOUNTING POLICIES B1( sis of Accounting. The aocounts have beeii prepared under the historiGal cost conv¢ntioii. as modifjed by the valUatiOn of fiEehold property. and in accordan¢¢ with applicable accounting standards and the Siatement of Recommended Practice of Accoiinting by Charities (Cliarilies SORP). b) Voluntaiy income by way ot'donations is included in the Statement of Financial Aclivilies (SOFA) wheii reLciv¢d. Gifts in kind are valued and brought in as income. Gross fijndraising income from events OTganised by ihe Charity itself is included in the SOFA when ieceived. Fundiyising proceeds not yet received by the Charity for ¢vvnls which took pla¢e during Ihc year have be¢n excluded from the SOFA, as il has not beeji possible to estimate the likely receivable amount. Income from legacies 13 included in the SOFA when received. Giwjts for immediate financial support are teci)gnised in the SOFA on r¢ccipt and on satisfaction of aiiy PlE.conditioi)s. N(Tr depi'cciation is provided on firehold property and improvements as the Trustees piirsuc a full repaii'iiig policy. Depreoiation is provided on a straight-line balis on equipment and furnitui'¢, and molor vehiLles, ai the rates of159/0 and 250/D per annum. Tlie Charity purchased the leaschold interest in the leasehold property on 30 April 2002. No provistoii for taxal'ion 18 includd in th¢ accounts as the Charity is Clititled to the excmption fi'oni t8x afforded by Sc¢lion 5Q5 of the Income and Corpotmtion T&xes ALI 1988.

THE SAMARITANS OF SWANSEA (Registered Ch9rity No 1173627) NOTKS TO THE ACCOUNTS- YEAR EI JYDED 31 MARCH 2021 BRANCH CENTRE RUNNING COSTS 2021 2020 MotOT Expenses Water Light and Heal Repaii's, Renewals & Maintenauce Security & Health & Safety Cleaning. Housekeeper & Gaixlening OffLce Telephone Insurance COVED/PPE Expenses Depreciation 2151 353 2453 2066 2563 4441 418 2250 1125 854 5906 303 3178 1788 733 3947 1502 1421 18674 18778 DIRECT CHAiUTABLE EXPENDITURE Emergency Tel¢phones C,allcr Support Vnlunteer Recruitmeiit & Selection Volunteer Training & Support Costs Voluiiteer li'av¢l Expenses Volunteei, C'c Pliblicity Oulreacli Dii'ector's Expenses Conferences Sujidry Expen8CS Pi'ison 1715 1236 104 7356 482 8461 277 2871 1221 1356 166 900 177 186 1053 10438 17124

TIIEI SAMARITANS OF SWANsfi A (Registered Charity No. 1173627) NOTES TO THE ACCOUNfs- YEI AR ENDED 31 MARCE12021 FUNDRAISING AND PUBLICI'fY COSTS 2021 2020 Fundraising Expenses 3214 6097 3214 6097 MANAGEMENT AND ADMINISTRATION COSTS 2021 2020 Branch Contribution Poslagc, Stationery & Sundries Accountancy Fees Other Professional Fec. A(TM & Othci. Governaiic¢ Cost8 Legal FL*8 5135 1430 600 35 120 832 1903 400 520 448 7320 4103

THE SAMARITANS OF SWANSEA (Registered Charity No 1173627) NOTLS TO THE Accouwfs- YEAR ENDED 31 MARCH 2021 TANGIBLE rED ASSETS Motor Vehiele8 Fixtures Shop Fixtures FittlThg8 Offjoe Freehold & Flttings Equipment Property Total Cost or valuation At l Api'il 2020 AdditlDn& Disposals 15677 3415 7163 30422 198635 251897 3415 At 31 March 2021 19092 7163 30422 198635 255312 Depreciatlon At l April 2020 Charge for year On Disposals 15677 854 7163 30421 53261 854 Al 31 March 2021 16531 7163 30421 Net Ilorjk Value At 31 March 2021 54115 2561 Ai 31 March 2020 198635 201197 198635 198636 The title to tlie freehold propcty is held by Tlic Samai'ilans as custodian tt'ustee, and the Ch'Ity 18 subject to a Trust Dc¢d in r¢spect of the pi'operty, JNVESTME]YTS Barclayg Bank PLC HSBC LIDyds 'Tot41 TSB At l Api'il 2020 Additions at Cost Disposals Revaluation At 31 March 2021 6536 17030 1027 24593 6458 12994 1125 1590S 343 1370 5676 30269 Cost at.I l Mardi 2021 34169 30739 13317 78225

THE SAMARrrANS OF SWANSEA (Registered Charity No 1173627) NO'fFS' TO THE AccouNfs- YEAR ENDED 31 MARCII 2021 DEBTORS 2021 2020 Prepaid expenditure.. Insuraiices Shop Rent 2875 2875 2875 21175 CASH AT BANK AND IN JIAND Barclays Bank.. Current Account Coinmunily Account Shop Account 50 Club Currcnt Account 2021 21120 2887 ioooo 12978 390 3436 i 0000 1800 (I i) Cash In Hand: Cash un Hand Shop Account 62 Virgin Money Account iio 26255 15397 io. CIiEDII'ORS 2021 2021J Accrued Expenditure (AiidiL NBC,) 5574 1408 5574 1408

THE SAMARII'ANS OF SWANSEA (Registered Chftrity No 1173627) NOTII S TO THE ACCOUNI'S_ YEAR Ef4DED 31 MARCH 2021 RECONCILIATION OF FUNDS Cyeller41 Restri¢ted Fund Fund Total At l April 2020 Ti'a125fers Surplus For The Year 331688 12806 (545) 898 344494 (545) 23093 22195 At 31 March 2021 353883 13159 367042 Gener41 Fund . Funds lield available foi. the oi'dinary purposes of tlie Ch,1£Y. Restricttd Funds .' funds have beeii i'eceived for the speGific purposes shown in no 12. 12. RESTiucfEI D FUNDS Blg Lottery (Camlrlhen Bi'Rnch) Balance l April 2020 Gi'anl Ile¢eived 2021 2020 i 0000 10000 Balance at 31 Mai'ch 2021 i 0000 Prison Support Fund Balance l April 2020 Donation5 Utilised 2806 2806 (545) Balance at 31 March 2021 2261 2806 Welsh Cliurehes Trust (Chromeboxes) Donation 898 Balauce at 31 March 2021 898 TOTAL OTIIER FUNDS 13159 2806 io

TTrIEI SAMARITANS OF SWANSEI A (Registered Ch4rAty No 1173627) NOTES TO THE ACCOUNTS- YUR ENDED 31 MARCH 2021 13. TRUSTEEI S, RLI MUNERATION AND EXPENSES None of the Charity's Trustees aTe directly or indirectly iemunerated in any way. It is the policy of the Charity lo irimburse all expenses properly incurred and claimed by its volunteers in cont]ection with ils charitable activiti. The Charity's Tru3lecs (t]iose wlio serve on the Maiiagement Committee) are reimbursed expgnses in accordance with that policy in common with all other voluntC¢l's, and the total amount involved is not co])sidered matei'ial. INDFMNITY INSUIiANCE 14. The Samaritans has centrally etTected profes.qional indemnity insurance to protect employees, tru$tees, directors and other volutite¢r members of all Samaritans Branches. 15. RISK MANAGEMENT In accordance with tlie Stalcment of Recoinm¢nded Pi'acticc 2000, the Trust¢es reLognise the risks to which a charity may be expo8ed. The Tivsiees have ¢w'ried out & irview of sucli J'isk% in ordcr to identify I'isks that may be applicable to The samarit18 of Swansea, and to initiate sy8lcmb in order to mitl8ate those risks, RLSERVES POLICY 16, The Trnstees ¢onsidei' il prudcnt to C]Y reserves. in keeping with the Chaiity Commissions Guidelines, amountin8 to beiween Iwclve and eight¢cn months of totaI i'unniiw costs. For the current year this would umounl to £59,469 (2020- £69,153). Unr¢striLt¢d reserves at 31 Ma]'¢h 2021 amount to £305,927 (2020 _ £278,056). This is inclusiv¢ of all fixed assets. which the Trustces acknowledge is gi'eater than required under the guidelines but in keeping with the fornial Reserves Policy of the braiich. Excluding the property the Charity's Reserves currently stand at 34 monlhs (2020_ 21 months).The Truslees ure comniitted io ensure that the maximum benefit accrues to the charity and its beneficiaries from the current levcl of reserves and that income streams are reviewed regUl'1Y.

TABLE OF CONTENTS

DIRECTOR’S REPORT

BRANCH DETAILS

TREASURER’S REPORT

Treasurers Report for the Year ending 31st March 2021

Respective responsibilities of trustees and examiner

Basis of independent examiner’s report

Independent examiner’s statement

1. ACCOUNTING POLICIES

NOTES TO THE ACCOUNTS - YEAR ENDED 31 MARCH 2021

RECRUITMENT AND SELECTION REPORT

TRAINING REPORT

Core and Embedding:

Continuous Development

SWANSEA SAMARITANS - CHARITY SHOP REPORT

OUTREACH REPORT

PRISON SUPPORT REPORT

CEFNOGI EIN GWIRFODDOLWYR/ VOLUNTEER SUPPORT REPORT

Swansea Samaritans Annual General Meeting Thursday 26 November 2020 (on Zoom)

Welcome:

Minutes of previous AGM 19th September 2019:

Matters arising:

Reports

Election of Independent Examiner

Election of Officers

Treasurer

Secretary

Trustees

Any other business.

SPEAKERS