Chafity No. SC041376 PMH BORDERS ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH2026
PMH BORDERS CONTENTS Page TRUSTEES, ANNUAL REPORT INDEPENDENT EXAMINER'S REPORT STATEMENT OF RECEIPTS AND PAYMENTS STATEMENT OF BALANCES NOTES TO THE FINANCIAL STATEMENTS
PMH BORDERS TRUSTEES, ANNUAL REPORT The Trustees are pleased to present their annual report tO8ether with the financial statements for the year ending 31 March 2026. OBJECTIVES & ACTIVITIES Otsr service provides specialist perinatal rnental health care for pèrents and familles in the Scottish Borders durin8 the perinatal period. We employ counsèllors and psychotherapists who are qualified to UK recognised post-grad level and are regulated by British regulating bodies such as HCPC. We treat mild to moderate, non-acute mental health difficultie5, at just below the level accepted by NHS cri515 and acute perinatal mental health teams, and just above community wellbeing and peer support offered by other 3rd sector organi5ations. We receive referrals only from health care professiona15 Wlth whom we have a stron8 relationship. We offer blocks of 12 in-person se55ions using a range of evidence-based therapie5. endorsed bv the NHS, includin8 eoun5ellinFJpsychotherapy.' EMDR therapy,. and art psychotherapy. Parents can benefit from a supervised Creche, providing respite while they are in session, and we also offer peer led and facilitated courses throughout the year where possible. ACHIEVEMENTS & PERFORMANCE Our Therapeutic Services M3nager has liaised with NHS Borders health professionals, attending various meetings and workshops with Health Visitors and Midwives. She has now rret many of our referrers face to face and has found that we have a very good reputation and are used as an example of best practice. She has also been involved in meetings with outside bodies, such as NHS Border5 managers and our local MSP. The Creche ctsntinues ro be run by a very e¥perienced Creche Co-ordinator. It is welcomed by mothers, fathers, babie5 and sometimes slightly older children. Over the year there were usually adequate numbers of volunteers, though rnore are always welcome. The team currently consists of the Therapeutic Service5 Manager, lalso an Art and Dyadic Psychotherapist, Ctsunsellin8 Psychotherapist and EMDR Therapi5tl, the Deputy Manager/Administrator, two CounsellorslPsychotherapists lone works two days a week and one works one day a weekl. one Art Psychotherapist (two days a weekl who recently qualified as an EMDR Therapist and the Crèche Co-ordinator (two day5 a weekl. We are extremely lonunate in the calibre of staff PMH Borders attracts and keeps. Our Counsellors/Psychotherapists are experienced and qualified to UK recogni5ed postgraduate level and are re8ulated by HCPCIBACP regulating bodies. They use clinical practices which are endorsed by SIGN, NICE and the NHS. A good deal of training has happened during the year. Notably, our Art Therapisvcounsellor completed her EMDR training. A very useful technique within EMDR is called the Flash Technique, and the whole clinical team have now received this training, which can be used by qualified therapists who aren't necessarily qualified in EMDR specifically. It is a tèchnique which is proving very helpful within our speciality. All Trustees and staff tontinued to complete regular on-line safe8uardin8 training regardin8 both vulnerable adults and chilijren. In total, 145 referrals were made to the servlce, an average of 12.2 per month, with 137 birthing parents and 8 birthin8 partners and 3 new unprecedented monthly peak of 22 in Novernber. Seven of the twelve months saw ten or more referrals. In line with recent years, the number of birthing parent referrals equated to around 13.5% 01 births re8lStered in the Scottish Border5 over this period. As always, most relerrals178%1 were received from Health Visitors, a further 10% from Midwives, 6% frorn GPS and the rest from other health professionals. After taking account of referral withdrawals and ongoing intervention from thè previous year, 126 different clients had input from PMH Borders over the period. The seNice ran at an avera8e of 66 tspen cases at any one time. A record 1223 se55ions were offered with an attendance rate of 76.61%. A total 01408 Creche sessions took place.
PMH BORDERS TRUSTEES. ANNUAL REPORT ICONTDI PLANS FOR THE FUTURE Whilst there is no immediate prospert of any fundin8 from the Scottish Government the Trustees intend to continue to develop the service and to search for new funding sources. Funding applications have been submitted, or are in preparation lor subrnission, to various trusts and foundations. They have already agreed to permit another local charity to use the buildin8 when it is not in use by PMH Borders and are liaising With Borders Community Action in its bid to the Whole Family Support Fund. The possibility of establishing a trading arm is being explored with the Community Enterprise Accelerate Pro8ramme. FINANCIAL REVIEW Total income received during the year was £151,676 12025". £248,763) and total expenditure was £164.589 12025.. £251,419) giving an overall deficit ol E12,91312025'. deficit of £2,656). Given the spend on the new boiler durin8 the year we did well to limit the deficit vihich itself was covered by reserves. Staff costs. by far our biggest item of expenditure, increased from f 115.130 to £132,634. an increase of 15% due in part to the increase in Employers, National Insurance, although thi5 was partially offset by extra support of £4,920 from the Henry Smith Foundation. In the previous year, total income included 8rènts and donations received toward5 the purchase ol East Lodge in that year. while total expenditure included its purchase price and assoclèted conveyancing fees. An analysis ol grants received 15 shown rn the Note5 tts the Financial Statement5. Total fund5 at the end ol the financial year were £113.720 of which £81.220 were unrestricted and £32,500 were restricted as shown on the Statement of Balances. Reservespolky Th& Trustee5 endeavour to maintain reserves to protert the charity from unforeseen fluctuations in income. The policy is to rnaintain unrestricted general funds at a level which would enable the charity to continue provision ol its Services if it5 50urce5 of income were to cease or be delayed si8nificantly. The Trustees consider that it is prudent lor them to aim to cover between three and six rnonth5 Worth ol expenditure by way of reserve. At 31st March 2026, the Trustees consider that the balance on the available unrestricted funds to be at a satisfactory level in line with thi5 polity while being mindful of the tontinuin8 difficulty in attracting 5ullitient funding to continue to run the service as it is today. GOVERNANCE The charity is è Scottish Charitable Incorporated Organisation la SCIOI 8overneLI by its Constitution. Trustees are recruited from appropriately experienced members of the local community. There must be a minimum of 5 and a maximum of 12 Trustee5. The Trustee5 are the members of the or8anisation for the purposes of the Charities and Trustee Investment (Scotlandl Act. REFERENCE & ADMINISTRATIVE DETAILS Charity name PMH Borders Charlty number SC041376 Addiess East Lod8e, Elm Row, Galashiels TDI 3HT Robert Crawford (Chairl Beauty Kureya (appointed 19191251 Dr Roger Wardman (Treasurer) Linda Turnbull lappointed 19191251 Dr Gillian Arbuckle (Secretaryl Yvonne Allan lappointed 1919125, resigned 6131261 Veronica R055 Ann Rob50n (resigned 20161251 Dr Ruth Solomon Iresigned 20161251 Barbara Wright Iresigned 20/61251 Trustees Margaret Notman Lorna Paterson Anne Harkness Approved by the Trustees and 51£ned on thelr behalf by: l June 2026 Robert Crawford Trustee and Chair
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF PMH 80RDERS I report on the financial statement5 for the charity for the year ended 31 March 2026. which are set out on pages 4 to 6. Respectfve responsibilities of Trustees & independent exominer The Trustees are responsible for the preparation of the financial staternents in accordance with the terms of the Charities nd Trustee Investment (Scotlandl Act 2005 and the Charities Accounts (Scotlandl Regulations 20061as amended). The Trustees consider that the audit requirements ol Regulation 10111 Idl of the 2006 Regulations las amended) does not apply. It 15 my responsibility to examine the financial statements as required under section 4411> Icl of the 2005 Act and to state whether particular matters have come to my attention. 8osis oAindependent examlner's Stotement My exarnination is carried out in accordance with Regulation 11 of the 2006 Regulations13s amendedl. An examination includes a review of the accountin8 records kept by the charity and a comparison of the financial statements presented. with those records. It also includes consideration of any unusual items or disclosures in the financial statements, and seeks explanations from the Trustees concerning such matters. The procedures undertaken do not provide all the evidence that would be required in an audit. and consequently I do not exprè55 an audit opinion on the view given by the financial ststements. Independentexominer's stuternent In the course of my examination. no matter has come to my attention.. which gives me reasonable cause to believe that in any material respect the requirements.. to keep accountin8 records in accordance with Sectlon 4411) lal of the 2005 Act and Regulation 4 of the 2006 Regulations las amended), and to prepare financial statements which actord with the accountin8 records and tomply with Regulation 9 of the 2006 Regulations las amended) have not been rnet, or 2. to which, in my tspinion, attention should be drawn in order to enable proper understanding of the finantial ststements to be reached. Allson Grav Charteied Accountant Le Noyer, Ettrick Terrace Selklrk TD7 4LE 1 | 611 Date
PMH BORDERS STATEMENT OF RECEIPTS & PAYMENTS For the Year Ended 31 March 2026 Unrestrltted Restritted Total funds Total funds Funds Funds 2026 2025 Note Re¢eiptS'. Grants 95.520 15,183 973 40,or)) 135.520 15.183 973 225,900 20,490 2,373 Oonations 8ank interest Total rèceipts 111.676 40,0(X) 151,676 248,763 Payments.. Cost of churitable ortfvities Staff costs 103,776 4,310 28.858 132,634 4,950 115,130 5.400 5upervi5ion. training and recruitment Rent 640 375 Heat and light Other household costs 1,174 10,827 7,579 429 345 1.519 11,495 9,568 429 1.501 5,451 11,167 S65 668 Office costs 1.989 Sundry Governunce costs Independent examiner's fees Cophulcosts Computer5 Property purchase and le8al fees 852 852 606 3,142 3.142 111,224 Total payments 132,089 32,500 164,589 251,419 DEFICIT FOR THE YEAR 120,4131 7,500 112,9131 12,6561 The notes on page 6 form part of these financial statements
PMH BORDERS Charity No. SC041376 STATEMENT OF BALANCES A5 at 31 March 2026 Unrestrlrted Restrlcted Total funds Total funds Funds Funds 2026 2025 Openin8 cash at bank and in hand Deficit for the year Closlng tash at bank and in hand 101,633 120.4131 81.220 25,000 7,500 32,500 126.633 112,9131 113,720 129,289 12,6561 126,633 ank and ta5h balances Cash at bank 81,158 62 32,500 113,658 62 113,720 126,594 39 Petty cash 81,220 32,500 126,633 2026 2025 Other assets- unrestrlcted fund Buildings at approximate value New computers at t05t 210,1 3,142 213.142 210,000 210,000 2026 2025 Liabilities- unre5trlrted fvnd Other creditor5 726 726 The financial statements on pages 4 to 6 were approved by the Trustees on behalf bv-. z6 and were signed on their pLtGa. Robert Crawford Trustee and Chair The notes on page 6 form part ol these financial statements
PMH BORDERS NOTES TO THE FINANCIAL STATEMENTS For the Year Ended 31 Marth 2026 l Basi5 of preparation The f1nancial statements are prepèred on thè Receipt5 and Payments basis in accgrdance with the Charities and Trustee Investment (Scotlandl Act 2(K)5 and the Charities Aeeounts (Scotlandl Regulations 2006 las amended). 2 Funds Unrestricted 8eneral funds are funds which can be used in accordance with the object5 of the charity at the discretion of the Trustees. Restricted funds are the funds that can only be used for particular restrirted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes. In terms ol restricted funding, an analysis ol the amounts received during the year are set out below. Of these, £7,SCK) of The Volant Charitable Trust grant was spent during the year on staff costs with £7,500 remainin8 unspent. The £25,(M)O received from The Weir Charitable Trust in the previous year was spent during the ye3r on staff and operational costs, with the £25.0 received in advance of 2026127 remainln8 unspent. The deficit in the year was funded by reserves. 3 Trustee remuneratlon and expenses No Trustees were paid or received any other benefits from employment from the charity in the year or previous year. No expenses were reimburseij to Trustees in the year or previous year. 4 Transactlons wlth connetted peisons There were no transactions with connerted persons in the year or previous year. S Grants received 2026 2025 The Volant Charitable Trust The Weir Charitable Trust Grants received towards East Lodge purcha5e- Miss M B Reekie Charitable Trust The Hugh Fraser Foundation Robert 8arr's Charitable Trust Total restricted grants 15,000 25,1X(I 15,000 25,000 50.000 20.C(JO io,coo 120,000 40,000 Scottish Government (Perinatal and Infant Mental Health Fund) The Robertson Trust Henry Smith Foundation Sedel-collings Foundation Garfield Weston Foundation Buccleugh Charitable Trust 7olal unrestrlcted 8rants 22,500 25,(M)O 48,0 iO,LYJO 25,(M)O 52,520 iO,LK)O 400 105,900 95,520 Total grant5 received 135,520 225,900 6 Don*lon5 recel¥ed 2026 2025 Donations towards East Lodge purchase Ire5trirtedl The Dyer5' Companv Other donations Total donation5 fecelved 13.9LX) 5.OCM) 1,590 20.490 5,OCKJ 10.183 15,183