APPENDIX 1 oscr,- Peri start date Month Year Period end date Month Year Apfll 2024 To 31 March 202S Offe of the Scottish Charlty Regulator Reference and administratlon details Charlty name Oth•r nam•• charlty Is known SHETLAND BEREAVEMENT SUPPORT SERVICE Reglstered charfty number Charlty's prfnclp•l addr•ss SC037783 Po8tcodg Name• of th• charlty tru8tee8 on dats of approval of Trustees. Annual Report Tru8teo nam• Offlce (If any) D•te8 a¢t•d If not for whole y,•ar ResvJned 05106r24 (or body> entlued. Chair Vlce Chair Vice Chair Appt 05106124 Resyned 05llr24 Chair 4opl 05106124 Treasurer Secretary Committee member Comrnittee member Resigned 03103125 Committee member Committee member 10 11 12 13 14 15 16 SBSS SC037783 Page 1 of 12 Trustees Annual Report 2024-25
Reference and administration details Names of all other charity trustees durlng the period, If any, (for example, those who resigned part way through the financlal perlod) Namo Structure, governance and management Type of governlng document Shetland Bereavement Support Service was accepted as a charitable unincorporated association on 5th February 2007 and is governed by a constitution which was amended on 51h October 2011, 61h November 2013, 181 April 2015, 181 June 2016, 2nd August 2017 and 4th December 2019. Trustee recrultment and appolntment Trustees are appointed at the Annual Gener21 Meeting and shall not exceed the maximum number of 15. Individuals aged 16 years and over and permanent resident of the Shetland Islands with an interest in supporting and furthering the aims of the charity are eligible to become Trustees. Objectives and activities Charltable purpose8 Our purpose, as recorded in our constitution, is a credible and confidential bereavement support service for Shetland residents who have been affected by the death of someone close and need care and support. Summary of the maln actlvltles In relatlon to these objects The Service launched in April 2007 and provides a counselling, support service to clients who either self refer or are referred by professional agencies. Volunteer Support Workers provide a one to one counselling support service to adult clients. We also provide a support service to children who have been bereaved. Fundraising activities undertaken throughout the year. Provide training for new volunteer support workers. Support existing support workers with ongoing CPD and training. Information leaflets distributed to local health centres, ministers, hospitals, undertakers and other relevant areas. Notepads with our contact details are provided free of charge at local community events throughout Shetland. SBSS SC037783 Page 2 of 12 Trustees Annual Report 2024-25
Achievements and performance Summary of the maln achievements of tho charlty durlng thg flnanclal pgrlod The Trustees are pleased to report that SBSS has met its objective of providing bereavement support service to the people of Shetland. Demand continues to be high for the service, with a waiting list in pla at year end. SBSS continues its partnership working with Shetland CLAN, Mind Your Head, Shetland Recovery Hub and Shetland Sands (still birth and neo natal death), as well as ongoing connections with NHS Mental Health Team and Shetland NHS Health Improvement Team. Donations totalled £9,808- thank you to all the local businesses and people who generously donated to the service. The Community Mental Health & Wellbeing Fund ICMHW) has awarded £4,000 towards establishing group support in Lerwick. Other sources of funding continue to be sought to ensure the viability of the service going forward. This year saw SBSS start a three year funding award with a National Lottery Improving Lives Grant of £48,183. Main achievements in 2024-25 include.. 87 clients supported on a one to one basis. 607 support sessions offered to clients 12 bereaved families applied for memory boxes, directly supporting 44 family members. Room refurbishment complete, office and meeting rooms Website continues to be updated and information added - new video showing client's journey now available to view- thankyou to AHS YPI group for making and donating this video to SBSS. Hosted re-connector day for all volunteers with the seplice, offers training and nelMorking Life After Loss (group support) launched in LeMick Took part in YPI and supported 4 groups. Successfully won bwo YPI'S at Sandwick High School and Unstlyell Delivered 3 Wave after Wave (post suicide support) training workshops 2 support workers currently working towards their placement hours to complete their children and young people training, and another 3 support workers have started their children & young people training with CRUSE. Supported publication of 'Emojis in the Margin, _ poetry book sharing the poet's very open and honest experience of grief 8 new volunteers starting their Bereavement & Loss Training Our social media and website continue to raise awareness of our service and are useful tools when promoting events and training courses. The service is represented on the Shetland Mental Health Partnership and Third Sector ForLJm. It is important that our service is recognised by statutory bodies. SBSS continues to have positive connections with the NHS Chaplain, SIC Psychological Services and the local Community Mental Health Team. And last, but not least, the Committee would like to thank its volunteers for all their hard work, time and commitment over the last year- the service could simply not run without them. SBSS SC037783 Page 3 of 12 Trustees Annual Report 2024-25
Financial review
Brief statement of the charlty'8 policy
on reserves
The trustees have examined the charity's requirements for reserves in
light of the main risks to the organisation. They have established a policy
whereby the unrestricted funds held by the charity should be beeen 3 to
6 months of expenditure. However, the trustees recognise this sum may
only be achieved by building on reserves through operating surpluses Ihat
may be subject to funder grant condition restraints.
D•talls of any deficlt
Donatod facilities and servlces
APPENDIX 3 OSCR ottish Charity Regulator Independent examiner's report on the accounts R8POrt to tha trust•aslm8mbers of SHETLAND BEREAVMENT SUPPORT SERVICE Roglsterod charlty SC037783 number On tho accounts of tho charlty for the perlod Period start date Month Period end date Month T Year MARCH 2025 08y 01 Ye8r Day 31 APRIL 2024 to Set out on pages 7 - 12 Respective The charity's trustees are responsible for the preparation of the accounts in accordance responsibilities of with the terms of the Charities and Trustee Investment (Scotland) 2005 Act and the trustees and examiner Charities Accounts (Scotland) Regulations 2006 (as amended) The charity trustees consider that the audit requirement of Regulation 10{1) (dl of the Accounts Regulations does not apply. It is my responsibility to examine the accounts as required under section 44{11 (c) of the Act and to state whether particular matters have come to my attention. Basls of Independent My examination is carried out In accordance with Regulation 11 of the 2006 Accounts oxamlner's statement Regulations. 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 include3 consideration of any unusual items or disclosures in the accounts and seeks explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and, consequently, I do not expr8SS 8n audit opinion on the view given by the accounts. Independent examlner's statement In the course of my examination, no matter has come to my attention [other than that disclosed on the attached page. which gives me reasonable cause to believe that in any material respect the requirements.. to keep accounting records in accordance with section 44(1) (a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations, and to prepare accounts which accord with the accounting records and cornply with Regulation 9 of the 2006 Accounts Regulations have not been met, or to which, in my opinion. altention should be drawn in order to enable a proper Slgned: ate: 0S.Oq.25 Name: Relevant profe88lonal qualificatlon(s) or body (If Independent Examiner any): Addross: Page 5
APPENDIX 3 Disclosure section Only complete if the examiner needs to highlight material problems. Give here brief details of any items that the examiner wishes to disclose Page 6
oscr Eiiltr SC No below c ol &JJll&iCIW Rtwbtrx Shetland Bereavement Support Service Receipts and payments accounts SC037783 For the perlod from 1st Aprll 2024 31$t Marrh 2015 Section A Statement of receipts and payments Unr•strlcted fundB Rg8trlct•d fund8 Expendable •ndowm¢nt lund8 Permanent endowm•nt funda Totsl funds current p•rlo¢J Tolal fund• last p8rlod ton••r••t E to n•ar•*t £ to n•ir••tt to n••rut£ to n••r•Jt E A1 Rec•1 DongtlOnS 10,801 10,801 3,491 Legaaes Granls 53,683 53,683 4,245 Receipts frorn fundraising activilieB Gross trading receipts Income Irorn inveslrnents olher Ihan land and buildings Rents from land & buildinys Gross receipls from other charitable 1,825 957 957 710 670 12,428 670 88.111 Al Sub total 290 10.561 53.883 A2 Rtcelpts from a#••t & Invutmont •al•s Proc8eds from $810 of fixed 81$916 ProrA8ds from sale of inv8Strnents A2 Sub total Totsl rnc•lpts 12.428 63,683 86,111 10,561 A3 Paymènt• Expenses for fundraising aclivrties Gross trading paymant Invèslrnenl man8g8rnenl cost$ Payments lating direcllylg chan18bl8 activilias Grants and donalion$ Governanc8 cosI8'. Audit l independafil exarninalion PParatIon of 8nnu818e¢ounts Leg81 costs Other 20 20 20 1,907 $0,046 01,963 41,563 140 A3 Sub total 1.927 BO,134 52,081 41,725 A4 Piyment• r8lat5ng to a88•t and Invg¥¢mont movements Purchases of fixed assels Purchaso of investmantS A4 Sub total Tolalpayments 1,927 50.134 52,061 41.725 10,501 3,549 14,050 (31,1641 AS Transfers to l (from) fund8 slusI fdeficltl foryear 10,501 3.649 14,050 31,164 SBSS SC037783 P4ge 7 of 12 R and P Accounts 2024-25
APPENDIX 2 Shètland Bereavement Su Section B Statement of balances port Senllee SC037783 UnT•dirtElttd kndA E¥pendatsiè Permanerrt Caia9OFleS Delall$ Toi•1 ¢urr•rrt p•rt•d d• Tota l••t pw B1 Cuhfundl Cash b•nk at slirt of yoaw i• ri•lrHIE tDnMIMtE 10.34S 6,501 31.948 Swplu¥ I I(¢) slMI Dn recelpb • 63.010 io,soi J.049 14.050 C••h bank b•l•nc•8 4t ond ol y••r (Agree 118ric•¥ 4cwJnii•ll 45.896 )1.148 DEIFII$ ndt•fIJhlthMMt1ryl L••i)ww 82 Inw•Btm•nt• IDWn•tE Tr1 DEtsIIs Fw#1•4gh••••tb•lpnB• L•iiw 83 Olhw ••••t• tDVIHV••tt T•iil Dot•ll$ Arnount du• LMI yr B4 Llablllll•¥ Tol•l thsch ff•t41•• ¢•llrnif•l Lmi 86 Contlng•nt Il•blllU•• Tolal Sl9n•d by gnports¥Otru•l4 on b•h•ll ol 1 Ih•lN*t si n4turn Oate Ippmval SBSS SCOJY783 P•G•8 of 12 si4t•nunl ol Z024-25
APPENDIX 2 Shetland Bereavement Support Service Section C Notes to the Accounts SC037783 C1 Naturn and purpose of funds (may b8 slated on an81ysis of funds workshe8ts) Unr•$tricted Funds Goneral Fund used to fund the support service and running costs. YPI - £5.500 to use for the Memory Box Service. Funds can roll on year lo year until spent. (Note.. this is an unre8lricled donation, but designated for memory boxes) R8strl¢tsd Funds Natlonal Lottery communlty Fund - Improving Lives - 3 year grant (2024-271 lo fund operating co818 of the servlce. Underspend al year end 2025 can be carried forward into 2025-26. CMHW Fund Yr2 - £2.476 carried foard. Funding lo fund the research. development and delivery of new posl suicide Ifaining. Underspend of £253 can be carried forward and used toward Wave After Wave Training. CMHW Fund Yr3 £4.245 awarded to fund Ihe publication of GRIEF booklet and towards pilot project costs lor Life After Loss support group expenses. Funds lo be spent by March 25. CMHW Fund Yr4- £4,000 awarded for Lerwck LSfe After L088 Group operaling cost8. To be spent by March 2026 D•ltlng CC - awarded £3,000 towards pilot projecl'LSfe Afler L088' Group support in north malnland. Funds lo be claimed relrospeclively. Type of a¢tlvity or proigct SLlPPOrted In¢Jl¥lduil I Inilitullon Numb•r vf 9r•nt• mad• C2 Grants Total C3a Trustee r•mun8ratlon If no remuneration was paid during the period lo any charity Iruslee or pef80n Connected lo a IfLl8lee 0s8 this box lotheThse complete section 3bl Aulhorlty under whlch pald C3b Trustee remuneratlon - detalls C4a Trustee expen•o8 If no expenses were paid lo any charity Iruslee during the period then cro88 Ihis box lolherwise complete Secllon 4b} Plumber ol trvit• C4b Trustee expen8e8 - detall$ Traniaetlon amovnt 1£) Naturr+ of relationshi Nature of Ira115action out8tandlng at rfod end C5 Transactlon$ wlth trustees and ¢onnected per80nS C6 Other InfOatIon SBSS SC037783 Page90112 Notes 2024-25
NA>PENOIX 2 Shetland Bereavèment Support Sorvico SC037783 Additional analysi$111 Anaty515 of rvc•lpt8 and p•ym•nts 1 DoMtl¢>n T•t•l vJrr• Dcnatitsl &ton 1.106 t 011 Jao tknWion6 . Erw4U88t •. T6 l)0nAik- YPI l)onai Ljli ¢)onai tsn 132 132 260 Don8liJii 124 6D 124 334 Dn•iOn. 10.101 2 Grnt• g•dtsd CM14W Yr 3 CIIPbW Yf 4 N•tlorwl Lott -lrn 4B,183 1.600 D•lll ¢C Total 14101 424 J Qroji rn¢•lp¢¥ Irorn oth•rchrii•bl• Klfvld•¢ Ep•nd•k4• tuAd• p•rf MQTA I B&L Tr•lninO Wavg Allw W4w• Trnln CtslgllEInS Train9 130 Totsl 4 Piyrn•nts rd•tSng dlr•c¢iy to rh•rll•bl• •¢llvltl•• Ep•Ad4b Tulil ¢wTrt 1th1d• lun trat¢ P•rfOd Tr•lnlf ¥011th Ir•treavvment Reni ICT&Zc )sur¥ra 210 210 4•B 2.276 1.249 20) 6,790 6.342 981 18,627 3,900 1.061 l.Z78 1.246 203 8.yfrj •rihipi & D•1• C¢yNTh•siDn•r Vduni•8r Exp•ni•s SyTr)510n 332 981 10.027 3,9ty) 1.391 Athin &AthnlnCLW childr.5 Tr•lni Rme¢tra1TrW I CPD Slllionery ecywrlpp•i¥• Box0$ L1fe AiieT LOSE •71 320 187 1,327 1.J2V 3,976 1J 3,9T¢ 13 4J7 19 CMHW Exp@n5es W8vb Aftff Wa¥e Tr81 R•wyr¢•• 1223 892 714 0404• 2,22J 092 J.113 200 Toi fj1,963 41.061 SCOJ7nJ P*1• ltsof t2 Addlhjn Not•5 202ts25
APPENDIX2 SC037783 Additional analysis12} S of unrnBtrlcl•d funds Sifi¢ied fu4id 1 c•1 Id•ilqn•lodfor hlMwBox•i} unr•bidthd fund81111 p•rlod RI(Pt• tsonation$ LggaeA Granii R1p1S fiorn fundrai$iThJ activiti81 Gro$$ Iradiry rec&ipt¥ Inc¢m8 from Inlmanti Lher Lgnd and buildin Rdnis Iroffl land 8 buildinos Gr05s receipt$ trom 0r chwit4blo 8GtivilifrB Sub lol 5.301 10,801 3.491 1.825 907 957 710 870 0.928 870 12,428 8,316 R•¢•lpt• from a•••t & Inv•BInoI Ml•i Fro0d1 from solo of fixod Proceeds from 9819 of Inv8slmeni$ Sub lol•l Totsi r•c•lpl• P• m•n Exp8nso$ IOT fundrai$iNJ activiliei Gro$¥ Irodiw Paywls Invfjjtrnl Magernan1 co$ii PBymeni8 ftl¥ling dirBctly 10 thanthPo adiYili•J Gr8ni$ tsnd donation8 20 20 20 1,107 oJ8 Audrf I Indep•nd•nl •x•minlllion Praparotion d4Mu$l QGcouni Legal 81• 140 Sub lol•l 1,327 1.927 J489J P•ym•nt• rnlatlnp lo u••t and InV••Int mov•m•nl• PuTchas8$ of Iixed oJs811 Purch•w d inY•iirn•n14 loo 1.327 1,•27 J4,898 N•lff•c•IpM /(p•yrn•nts) i.J2B 4.17J 10,501 28,37• Tr•nif•v¥ to I Ilroml fvnd• Ifd•ff¢ft) fory•ar 328 4.173 10,M1 28,J7# NIre and of fun¢• GqnorAI Fund- ulled lor gen8r81 expenthttK8. YPI kl•rnory Boxu- donat d•siwBled lor Momory Boxei. Undw•p8nd can rdl on year 10 y•orL111 Spent. SC037783 Pao•11Df1Z Addithnd Ne$l2) 20225
ENX2 Shetland 8ereavom•nt Support S•rvlco SC037783 Additional analysi5131 4 brn4kdowftol r•¥trfd•d fund• lestTkte8luTr P•Tlpd1nd3 CAIHWFufi Yr2 W•v•Aft•v CAITrWlfuTr CAIHWFunrts YrJ Yr4 ILh•JknLoul iuf•AftqiLoM. Lol1•ry funds p•rknd R•c•lp 4B,14J Rec•ipls trom fvndiAil Gross Ir•din comèftum Inv•iThonii l•Thl •nd 4ZIJ R•nis Imrn nd 8 bJlhJl Rund Glos Imrn thhorthnthbl•vrt 4B,1•3 03.U3 R•r•l Irorn ••Mt & Inv••lm•nt Pw¢MdJ IT( of f•4 •bs•i PTo¢••ds olin¥••tmdth Sub ioi•I rot•lroc•lp P4yrn•nl• GTOXI Ir•diw P•STnthils Inv•iim•nl rn•n4p•moni cosi Paymonts Iol•tirffj dir•¢tly 10 Gr•nt•4nd don•lknni GoV•rnn cosls Authl Iindwnd•ni •1•mitln Pf•P4riVon or•nn •tunIS Sub toi•l 1.313 44•2 1,083 Pyrn•nl• r•l•llnot••wt Ind IhbbtThnt mov•M•ht• Sub IOl•l 2.213 1.402 N•1M¢P/(p•YM4fiI4j 2.12) 47 4J7 Tr11• Ioilftoml fvndi 22$ 437 J.•49 412• N4iur• 4nd of lund• . Op•rdr4 eInoI£l.478. E2,223 wnl1hl•lIlV&ty or£2J3. 8d•n¢•e b• mlod 14Thvd uniii ip Ill. Oponino &l¥K•o1£3.462. P¥id• ill VAI pyr . Aw•rdod t4.cthtrdl Opornlini co¥01L• LbAfiorLoii Omup. No th11. io b ipDni ty31 Mrth 26 fli111 . J grgnt Awthd lfyl¢Jnd OP•rnblln¥ olthbthwlty. 202&23 Yr 1. Mc•W t48,185. Own&91£13.3a8. l•avkno •nundtrp•nd of £4.797 All0 wrth hmderio 1 lor¥Ard inlo 2Wd>2e - Opqrdng billn Of-t437. FLrfI ill IP1. Fund fKrt¥dv¥•d. C03778J Ptyv 1201 12 2024-2S