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← Sunrise Partnership SCIO

2025-05-31-accounts

Docusign Envelope ID: D7A27231-F389-4804-B112-497D87FDD604

Charity Registration No. SC044859 (Scotland)

SUNRISE PARTNERSHIP SCIO

ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MAY 2025

Docusign Envelope ID: D7A27231-F389-4804-B1 12-497D87FDD604

SUNRISE PARTNERSHIP SCIO

LEGAL AND ADMINISTRATIVE INFORMATION

Charity number (Scotland) $C044859 Principal address 2 Poynernook Road Aberdeen AB11 5RW Independent examiner Ward Williams Limited Belgrave House 39-43 Monument Hill Weybridge Surrey KT13 8RN

Docusign Envelope ID: D7A27231-F389-4804-B112-497D87FDD604

SUNRISE PARTNERSHIP SCIO

CONTENTS

Page
Trustees’ report 1-3
Independent examiner's report 4
‘Statement offinancial activities 5
Balance sheet 6
Notestothefinancialstatements 7-12

Docusign Envelope ID: D7A27231-F389-4804-B112-497D87FDD604

SUNRISE PARTNERSHIP SCIO

TRUSTEES' REPORT FOR THE YEAR ENDED 31 MAY 2025

The Trustees present their report and financial statements for the year ended 31 May 2025.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the Charity's governing document, the Charities and Trustee Investment (Scotland) Act 2005, the Charities Accounts (Scotland) Regulations 2006 (as amended) and “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)" (published in October 2019).

Structure, governance and management

Sunrise Partnership is a Scottish Charitable Incorporated Organisation governed by its constitution which was adopted on 31st January 2014 and registered with the Office of the Scottish Charity Regulator (OSCR) on 15th May 2014. Sunrise Partnership has a single tier structure and as such the trustees are the members of the charity.

The management and administration of the charity is the responsibility of the charity trustees who meet every 2 — 5 weeks. There can be a minimum of three and a maximum of ten charity trustees.

New trustees are appointed following application for charity trusteeship, by majority vote of existing trustees.

Objectives and activities

The purpose of the Charity is to relieve the needs of children and young people affected by bereavement and/or significant loss, by providing supportive interventions to children and young people, and working in partnership with other bodies to achieve this purpose.

Sunrise Partnership offers a free, confidential & therapeutic bereavement and loss support service for children and young people up to the age of 18, living in Aberdeen City and Aberdeenshire. We aim to help children and young people deal with the loss and/or death of a significant person from their lives in a healthy and positive way. We help them to acknowledge and process the loss, understand their feelings, and learn coping strategies and resilience to enable them to move towards a brighter future. Our approach is flexible, and support is tailored to the individual's age, personality, and circumstances, and lasts for as long as required.

We accept self-referrals and referrals from education, social services, healthcare professionals and other third sector organisations. We respond as quickly as possible to referrals and travel to meet with the child/young person in a setting they feel comfortable. All support staff are fully experienced in loss and bereavement work.

We also provide Seasons for Growth sessions which allow groups of up to 8 children/young people of similar age explore change and loss.

Additionally, we offer day-long Loss Days which allows sibling groups and/or families to receive support to address their loss and find resilience to move forward.

We offer peer support groups, in partnership with Urban Uprising and Transition Extreme, providing a six-week block of climbing lessons for a group of six young people aged 8 years and above.

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SUNRISE PARTNERSHIP SCIO TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MAY 2025

The Trustees have paid due regard to guidance issued by the Office of the Scottish Charity Regulator in deciding what activities the Charity should undertake.

Achievements and performance

During June 2024 to May 2025, we accepted 48 new referrals (with 18 on our waiting list). We provided 490 individual sessions for 87 young people aged 5-17 years. Nine of these young people were re-referrals, owing to either having experienced additional bereavements, or wishing to revisit their bereavement as they mature and develop. We supported five young people who were bereaved by suicide, and ten young people who were Care Experienced.

Additionally, we have provided two Family Loss Days, a peer support climbing group in partnership with Urban Uprising, plus online Relax Kids sessions. Feedback from all these aspects has been positive. As a result, several families now consistently support Sunrise at fundraising events, have joined the Board of Trustees, and joined the team to provide sessional support work.

We have found, as expected, that young people continue to be adversely affected by the pandemic, specifically an increased prevalence of anxiety which compounds their grief and bereavement experience. As such, we continue to tailor our sessions to fit with the young people's needs and have found that support now lasts for longer for a high proportion of young people, averaging nine months. We also receive an increasing number of referrals for young people who have received a neurodivergent diagnosis. We continue to receive invitations from community groups to talk about childhood bereavement, our service, and provide training. We were delighted to once again be finalists Celebrate Aberdeen awards for Small Organisation of the Year. During this period, we supported a 15-year-old boy in Aberdeen City. Two close family members had died within a 12-month period and as a result, he was struggling in school and had sadly experienced bullying which targeted his loss. This not only affected his mental health and induced suicidal thoughts but also impacted upon his ability to grieve the loss of family members. The one-to-one support we provided initially allowed him a confidential space to talk about his experiences, thus allowing him to accept and process his losses and grief. His support worker helped him work on strategies to improve his mental health and anxiety. As a result of this support, his self-confidence and self-esteem deepened so he was no longer having suicidal thoughts. He was also able to identify and talk about positive memories which strengthened his connection with those he had lost. Subsequently, he was more able to engage with school, develop supportive and protective friendships, engage in activities he had formerly enjoyed, and cultivate a sense of self-acceptance. He felt able to write about his experiences and the positive impact of our support for a school assignment, which will hopefully help other young people to seek support.

This demonstrates how effective our bespoke service is, providing a person-centred approach, for as long as the young person requires it. Offering positive regard can have a lasting impact on the young people we support.

We are grateful for all financial contributions to Sunrise Partnership. This has enabled us to provide an effective range of support and session resources during the last financial year and helped reduce barriers for young people accessing our service. As we reach the end of our 10" anniversary year, we are proud to continue to offer a bespoke, confidential, intensive therapeutic service which is free of charge to the families we support.

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SUNRISE PARTNERSHIP SCIO

TRUSTEES' REPORT (CONTINUED)

FOR THE YEAR ENDED 31 MAY 2025

Financial review

Money available at the end of the year was £205,554 (2024: £177,988) and reserves of 3 months expenditure were maintained at all times.

We are registered with Virgin Money Giving and the National Fundraising Scheme to collect donations on our behalf. We have a current account with RBS and a savings account with Virgin Money from which we received £1,807 (2024: £861) interest.

The Trustees’ have assessed the major risks to which the Charity is exposed, and are satisfied that systems are in place to mitigate exposure to the major risks.

ActivPayroll continues to generously undertake the provision of payr i i t is beingsafeguardingkindly providedadvice providedby Sitecut._—Safeguarding training is provided b and

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SUNRISE PARTNERSHIP SCIO

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF SUNRISE PARTNERSHIP SCIO

| report on the financial statements of the Charity for the year ended 31 May 2025, which are set out on pages 5 to 12.

Respective responsibilities of Trustees and examiner

The Charity's Trustees are responsible for the preparation of the financial statements in accordance with the terms of the Charities and Trustee Investments (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006. The Charity's Trustees consider that the audit requirement of Regulation 10(1)(d) of the 2006 Accounts Regulations does not apply. It is my responsibility to examine the financial statements as required under section 44(1)(c) of the Act and to state whether particular matters have come to my attention.

Basis of independent examiner's statement

My examination is carried out in accordance with Regulation 11 of the 2006 Accounts Regulations. An examination includes a review of the accounting 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 any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently | do not express an audit opinion on the view given by the financial statements.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

have not been met or

Belgrave House

39-43 Monument Hill Weybridge Surrey KT13 8RN

Dated: betas

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SUNRISE PARTNERSHIP SCIO

STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 31 MAY 2025

Unrestricted Restricted Total Total
funds funds 2025 2024
Notes £ £ £ £
Income from:
Donations and legacies 2 53,317 95,057 148,374 77,117
Investments 3 1,807 - 1,807 861
Total income 55,124 95,057 150,181 77,978
Expenditure on:
Charitable activities 4 55,507 67,108 122,615 113,510
Net (expenditure)/income forthe year/
Netmovement in funds (383) 27,949 27,566 (35,532)
Fund balances at 1 June 2024 169,858 8,130 177,988 213,520
Fundbalancesat31May2025 169,475 36,079 205,554 177,988

The statement of financial activities includes all gains and losses recognised in the year.

All income and expenditure derive from continuing activities.

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SUNRISE PARTNERSHIP SCIO

BALANCE SHEET

AS AT 31 MAY 2025

2025 2024
Notes £ £ £ £
Current assets
Cash at bank and in hand 205,554 177 988
Net current assets 205,554 177,988
Income funds
Restricted funds 6 36,079 8,130
Unrestricted funds 169.475 169,858
205,554 177,988

The financial. statements were approved by the Trustees On 28..........eeeceeeeeeeNovember 2025

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SUNRISE PARTNERSHIP SCIO

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MAY 2025

Charity information

Sunrise Partnership SCIO is a Scottish Charitable Incorporated Organisation governed by its Constitution which was adopted on 31st January 2014 and registered with the Office of the Scottish Charity Regulator (OSCR) on 15th May 2014. It has a single tier structure and as such the trustees are the members of the charity.

The financial statements have been prepared in accordance with the Charity's governing document, the Charities and Trustee Investment (Scotland) Act 2005, the Charities Accounts (Scotland) Regulations 2006 (as amended) and “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)” (published in October 2019). The Charity is a Public Benefit Entity as defined by FRS 102.

The Charity has taken advantage of the provisions in the SORP for charities applying FRS 102 Update Bulletin 1 not to prepare a Statement of Cash Flows.

The financial statements have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a true and fair view. This departure has involved following the Statement of Recommended Practice for charities applying FRS 102 rather than the version of the Statement of Recommended Practice which is referred to in the Regulations but which has since been withdrawn.

The financial statements are prepared in sterling, which is the functional currency of the Charity. Monetary amounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared on a going concern basis under the historical cost convention. The principal accounting policies adopted are set out below.

1.2 Going concern

At the time of approving the financial statements, the Trustees have a reasonable expectation that the Charity has adequate resources to continue in operational existence for the foreseeable future. Thus the Trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

1.3 Charitable funds Unrestricted funds are available for use at the discretion of the Trustees in furtherance of their charitable objectives unless the funds have been designated for other purposes. Restricted funds are subject to specific conditions by donors as to how they may be used. The purposes and uses of the restricted funds are set out in the notes to the financial statements. 1.4 Incoming resources

Donations and legacies are recognised by the Charity when they are received.

1.5 Resources expended Costs of raising funds are those expenses related to the generation of voluntary, fundraising or investment income.

Expenditure relating to charitable activities includes expenditure directly attributable to the delivery of charitable activities.

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SUNRISE PARTNERSHIP SCIO

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MAY 2025

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Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

Basic financial liabilities

Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future payments discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

Derecognition of financial liabilities

Financial liabilities are derecognised when the Charity’s contractual obligations expire or are discharged or cancelled.

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Docusign Envelope ID: D7A27231-F389-4804-B112-497D87FDD604

SUNRISE PARTNERSHIP SCIO

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MAY 2025

2 Donations and legacies

Unrestricted Restricted Total Total
funds funds 2025 2024
£ £ £ £
Donations and gifts 13,267 - 13,267 15,786
Grants 40,050 95,057 135,107 61,331
53,317 95,057 148,374 tT AAS
Forthe yearended 31 May 2024 36,958 40,159 F117
Donations and gifts
Just Giving 3,132 - 3,132
Marks& Spencers 4,838 - 1,838
Stripe 1,510 - 1,510
Baldarroch 2,000 - 2,000
Auchterless &Auchaber Parish Church 413 - 413
GSK Good Fellowship Fund
;
CPNA (Mental Health Uk)		 500
3,273
-		 -
-
-		 500
3,273
-		 4,000
Shell Community Kindness Grant - - - 4174
Virgin Money Giving, My Donate, Charitable Giving - - - 1,965
The KiltWalk - - - 2,519
Quiz Night -Ashvale - - - 2,466
Arduthie Primary School - - - 662
Other Donations 601 - 601 -
13,267 - 13,267 15,786

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Docusign Envelope ID: D7A27231-F389-4804-B112-497D87FDD604

SUNRISE PARTNERSHIP SCIO

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MAY 2025

2 Donations and legacies

(Continued)

Unrestricted Restricted Total Total
funds funds 2025 2024
£ £ £ £
Grants receivable for core activities
Big Lottery - 38,500 38,500 -
The Vardy Foundation 3,000 - 3,000 3,000
Ina Scott Sutherland Charitable Foundation 2,000 - 2,000 2,000
The Iron Bridge Trust 2,000 - 2,000 2,000
Nimar Charitable Trust - - - 2,000
David Family Foundation - - - 3,000
WM Mann Foundation 1,000 1,000 -
The Henry Smith Charity - - “ 30,000
Brewin Dolphin - - - 1,000
The Mickel Fund - - - 2,000
Trefoil - - - 2,000
Porthlethen YPI - 3,970 3,970 3,000
Warburtons Community Grant - - - 400
The PatNewman Memorial Trust - - 1,000
Ward Family Trust - - 1,500
Marsh Charitable Christain Trust - - 800
Sydney Black Charitable Trust - - 500
The Rennie Jeffrey Boyle Trust - - 1,000
The Robert Haldane Smith Charitable Foundation - - 1,000
WO Street Charitable Foundation 3,000 3,000 -
Westwood Charitable Trust 2,000 2,000 -
Schuh Trust 2,500 2,500 -
Matheson Todd Foundation 2,000 2,000 -
Theodore Maxxy Charitable Trust 2,000 2,000 -
Yorkshire Building Society Charitable Foundation 2,000 2,000 -
Tom Morris &Tobby Black Ribbonfield Trust 2,000 2,000 -
Cash For Kids 2,029 2,029
Barrack Charitable Trust 5,000 5,000
Conundrum Trust 2,029 2,029
Hospital Saturday Fund 5,000 5,000
Trade Widows Fund 2,500 2,500
Anderson Anderson Brown Charitable Initiative 2,029 2,029
TheAlbert Hunt Trust 5,000 5,000
British Humane Society 5,000 5,000
HDH Wills CT 2,000 2,000
Bank ofScotland Foundation 10,000 10,000
Anton Jurgens 3,000 3,000
Stafford Trust 5,000 5,000
Schreier Foundation 2,500 2,500
The Jones Family Charitable Trust 1,000 1,000
OtherGrants 16,550 500 17,050 5131
40,050 95,057 135,107 61,331

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SUNRISE PARTNERSHIP SCIO

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MAY 2025

2 Donations and legacies (Continued)
3 Investments
2025 2024
£ £
Interest receivable 1,807 861
4 Charitable activities
2025 2024
£ £
Rentand phones 3,400 3,676
Registrations 25 321
Travel 2,913 3,422
Resources 2,533 1,818
Internet, website, e-mails and IT equipment 4,389 680
Printing, postage and stationery 741 460
Staff costs 89,703 81,487
Supervision 1,000 1,000
Sessional work 5,208 6,462
Bookkeeping 4,011 1,036
Insurance 449 449
Professional fees 3,236 3,905
Fundraising costs 6,123 7,871
Conferences, seminars and training 1,884 923
122,615 113,510
122,615 113,510
Analysis by fund
Unrestricted funds 55,507
Restricted funds 67,108
122,615
Forthe yearended 31 May 2024
Unrestricted funds 42,810
Restricted funds 70,700
113,510

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SUNRISE PARTNERSHIP SCIO

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MAY 2025

5 Trustees

None of the Trustees (or any persons connected with them) received any remuneration or benefits from the Charity during the year.

6 Restricted funds

The income funds of the charity include the following restricted funds which have been set aside out of unrestricted funds by the trustees for specific purposes:

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|||||||||| |---|---|---|---|---|---|---|---|---| |Movement|in|funds| |Balance|at|1|Incoming|Resources|Balance|at|31| |June|2024|resources|expended|May|2025| |£|£|£|£| |Restricted|funds|8,130|95,057|(67,108)|36,079| |8,130|95,057|67,108|36,079| |Analysis|of net net|assets|between|funds| |Unrestricted|Restricted|Total| |funds|funds| |£|£|£| |Fund|balances|at|31|May|2025|are|represented|by:| |Current|assets/|(liabilities)|169,475|36,079|205,554| |169,475|36,079|205,554|

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7 Analysis of net net assets between funds

8 Related party transactions

There were no disclosable related party transactions during the year (2024 - none).

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