SAMARITANS PERTH SAMARITANS SCIO Annual Report & Financial Statements For the year ended 31 March 2025 Samaritans, vision is that fewer people die by suicide OSCR koii6h Chafity RtKUtrttor ¥rtbW.05(r.ouk stered SCIO SCts4812S
ANNUAL REPORT & FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 CONTENTS Trustees, Annual Report . Independent Examiner's Report . Statement of Receipts & Payments . Statement of BalanS Notes to the Financial Statements .10-12 Supporters ........... .13
TRUSTEES. REPORT FOR THE YEAR ENDED 31 MARCH 2025 The trustees present their report and financial statements together with the independent examiner's report for the year ended 31 March 2025. REFERENCE AND ADMINISTRATIVE DETAILS Charity Name Perth Samaritans SCIO Charity Number SC048125 Prlnclpal Address 18 Unity Terrace Perth PH12BQ Website address htt s:IIwM.s2maritans.orolbrancheslDerthl Current Truste8$ Other Trustees who served durlng the year Bankors Unity Trust Bank plc 4 Brindley PlaGe Birmingham B12JB Independent Examlner
TRUSTEES. REPORT FOR THEYEAR ENDED 31 MARCH 2025 STRUCTURE GOVERNANCE AND MANAGEMENT Governing Document The charity is a Scottish Charitable Incorporated Organisation (SCIO) that was registered on 07 February 2018 and is governed by its constitution from that date. It is the successor charity to Perth Samaritans which was an unincorporated association (Charity Number SC016369) which was established in 1974. Appointment of Trustees The board of trustees consists of the Branch Director (whose appointment is subject to the approval of the board of trustees of the Samaritans Central Charity), a Secretary, a Treasurer and up to eight trustees elected by the members of the Branch. The trustees may co-opt two further trustees, but are not required to do so. The Branch Director serves for three years. All other trustees retire at the AGM but are eligible for re- election if they have not served for six or more consecutive years. New trustees are inducted and trained in accordance with Samaritans, national policy. Organisational Structure The board of trustees, which is responsible for the day-to-day management of the charity. meets every second month. Risk Management The trustees regularly review the risks, including Health and Safety of its volunteers, to which the charity is exposed. They do not believe there are any substantial risks beyond the liabilities disclosed in the accounts. The property, which the charity owns, is maintained in good order and properly insured. The trustees accept that Samaritans, reputation could be at risk through misuse of confidential infomiation but has policies and procedures in place, including Protection of Vulnerable Groups checks on all listening volunteers. to mitigate this risk. Samaritans Central Charity policies and procedures, including safeguarding, have been implemented within the Branch and integrated into our standard practice. OBJECTS & ACTIVITIES The objects of the charity are: to enable persons in Perth and the surrounding area as well as elsewhere who are experiencing feelings of distress or despair, including those who may be at risk of suicide, to receive confidential emotional support at any time of the day or night in orderto improve their emotional health and to reduce the incidence of suicide- to promote a better understanding in society of suicide, suicidal behaviour and the value of expressing feelings which may otherwise lead to suicide or impaired emotional health., and to collaborate with and support Samaritans Central Charity and its affiliated branches in fulfilling these objects. Samaritans, vision is that fewer people die by suicide. We work to achieve this by making it our mission to alleviate emotional distress and reduce the incidence of suicidal feelings and suicidal behaviour.
TRUSTEES, REPORT FOR THE YEAR ENDED 31 MARCH 2025 ACHIEVEMENTS & PERFORMANCE It has been another busy year at Perth Samaritans with the volunteers spending 1716 hours (2,221 in 23124) on the phone answering 6890 calls (9,219 in 2023124">. Volunteer numbers have grown to 62 and we have others in the pipeline awaiting training. ' A reduction in listening hours versus the pTrvious year was due to branch closure ahead of 8 move in pMises, and downtime conneGted with the introduction of new"Li$tening Centre, technology by the Central Charity. We have continued to carry out our training via Zoom (which brings valuable flexibility) and will start to supplement this with a return to traditional (in-branch) training. Other training has taken place online through the Samaritans portal and via Zoom to ensure that our longer serving volunteers remain up to date. There are numerous training opportunilies through the Samaritans portal of which many volunteers have availed themselves. We are involved regionally and nationally with the Samaritans Central Charity and take an active part in their initiatives. During the year we moved to new premises at Unity Terrace, Perth which is more accessible than our previous office. We plan to refurbish these premises to accommodate additional listening room space, an interview room, offices and a training space. In April 2024. we also recruited and trained a further 4 Listeners in HMP Perth. We currently have 7 trained Listeners and we are very pleased that we are able to support HMP Perth. We have worked with other local organisations to provide support for the local community. During the year we also attended the Braco Show. Perth Pride, the Blairgowrie Highland Games Station and a local charity fayre organised by the Rotary Club to raise awareness of our services within the local community. We also took part in the Samaritans Small Talk Saves Lives campaigns with an event at the St Johns Centre. Live Active Perth have also allowed us to use the area outside Bells Sports Centre at the North Inch to interact with the local community- Over these events we interacted with around 2,500 members of the public. We are grateful to Morrisons Supermarkets for their support and for hosting us on a number of occasions and permitted us to collect donations and hand out awareness raising material. We are proud of what we have achieved during the last with the volunteers going well above what was expected of them so that the branch, and the service. stayed open for the callers. FINANCIAL REVIEW Overview Our principal sources of income continue to be donations. grants and the proceeds of fund raising, with the expenditure focussed on service delivery and the costs of the Branch building. The following is a summary of our income and expenditure for the year: Unrestricted Restricted Total Total Funds Funds 2025 2024 Rec£ipts Payments 172,680 172,680 161,926 271,446 271,446 32,584 Surplusl(deficit for the year -98.766 -98,766 129,342
TRUSTEES. REPORT FOR THE YEAR ENDED 31 MARCH 2025 Donated Facllltles & Servlces We thank all the volunteers In the Branch for thelr dedication and the tlme they give to the Branch. They are the heart of our service and it is due to tnem Ihat there is a safe space and a confidential listening ear for anyone feeling down. depressed, unable to cope or suicidal. We also thank all of our ffinancxal donor8 who enable us to conlinue our work and our heartfelt thanks go to: Perth and Kinross Ccuncil Enthuse Roy Henderson Colin Stewart The late Nonna Fenwick The late Maureen Buchanan CAF Grft Ald Can collectli)ns Reserves Pollcy Given the uncertainty of recurring income from donations, the trustees believe that 12 to 18 months of experKllture Is an approprlale level of reserves. The exact reserves amount was yet to be determined at the tirne of writs'ng due10 ongoing conversations with Samaritans Central Chanty about th8 final level of Central Charity Contribution for tIE financial year. Future Plans We plan to continue our support for the local community by undertaking outreach in rural and city k)cations. We will work with Perth & Kinross council to fijrther our engagernent in structured inrtiatives to support those in distress. We Intend to maxirnise the opportunity provided by our new premises to increase in-person interaction betrrfeen branch volunteers, while increasing listening capacity (aligning as best as possible wilh hours of need identified by Central Charity). We will identify opportunities to raise additional funds by renting out branch space (where it is safe to do so wthout impacting our listening seNice delivery). We will coniinue to angage with local organisations and give talks where feasible. We will continuè to support HMP Perth by running the Listeners Scheme. We hope to be able to widen our pop-up events in local green spaces during the year. We plan to move to more appropriate premises to enable a wider range of individuals to volunleer with us and to access our services. APPROVAL This report was approved by the trustees on 10 August 2025 arKI signed on their behalf by:
INDEPENDENT EXAMINER'S REPORT FOR THE YEAR ENDED 31 MARCH 2025 (Scan of original document) In ende xaminer. rt on the accounts Report to the trusteeslmembers of Perth Samarltsns SCIO Reg16tered Gharlty number SGO48125 I report on the accoijntsof the charity for the year ended 31 March 2025. which are set out on page5 Ito5 Respectlve responslbtiitles of trustees and examiner The charfty'5 trustees are responsible for the preparation of the accounts in accordance with th2 terms of the Charines arNI Trustee Investment {Scotlandl 2005 Act and the Charittes Accounts (Scotlandl Regulations 2006 {as amended). The charity trustees consider that the audit requirement of Regulation 10{11 Idl of the Accounts Regulations does not apply. tt is my responsibility to examine the accounts as required under section 44{11 (cl of the Art and to st3tp whether particular matters have come to my attention. Basis of independent examinerfs statement Myexamination is carried out In accordance wlth Regulation 11 of the 20 Accounts Regulations. An examinatron Includes a review of the accounting records kept by the charity and a comparison cf the accounts presented with those records. It also includes consideration of any unusual iterns or disclosures In the accounts and seeks explanations from the trustees concerning any such matters. The procedu5 undertaken do not provKle all the evidence that would be required in an audit and. consequently, I do not express an audit oplnion on the view given by the accounts. Independent examlner's statement In the course of my eyamination, rK) matter has come to my attentlon which gives me reasonable cause to believe that in any material respert the requirements: to keep accounting records in aCrdance wlth section 4411) lal of the 2005 Act and Regulation 4 of the 2006 Accounts Regulation5. and to prepare accounts whKh accord with the accountin8 record5 and comply with Regulation 9 of the 2006 Accounts Regulatlons have not been met, or to which, in my opinion, attention should be drawn in order to enable a proper derstanding of the accounts to be reached. Si8ned: Date: 9th Juli z025 P4ame: Addre5S:
STATEMENT OF RECEIPTS & PAYMENTS FOR THE YEAR ENDED 31 MARCH 2025 PERTH SAMARITANS SCIO STATEMENT OF RECEIPTS & PAYMENTS FOR THE YEAR ENDING 31 MARCH 2025 (Scan of original document) Unrestricted Funds Restrirted Funds Total 202S Total 2024 Note Receipts Oonations Gift Aid Legacies Prison grant Other Brants Property rents Fund ralsing 2,859 1,946 600 2.139 6,450 2,000 1,686 17,680 155,000 172,680 2.859 1.946 600 2,139 6,450 5.212 190 134,784 2,625 11,242 6,000 1,873 161.926 1,686 17.680 155,000 172.680 Sale of fixed assets 161,926 Payments Fund raising costs Central charlty contribution Charitable activttzes Branch tosts Service delivery Governance costs Data protection register Donation in lieu of IE fee 1,065 1,065 1,225 10,281 41,583 8,613 41,583 8,613 9,735 11,308 35 150 51,446 220,CK>O 271,446 35 150 51.446 220,OIXI 271,446 35 PuTchase of fixed assets 32,584 32,584 Surplus/{deficitl for year -98,766 -98,766 129,342 The Notes on pages 3 and 4 form an integral part of these accounts. Pagelof5
STATEMENT OF BALANCES FOR THE YEAR ENDED 31 MARCH 2025 (Scan of original document) PERTH SAMARITANS SCIO STATEMENT OF BALANCES A5 AT 31 MARCH 2025 UngIrl(ted Funds Re5trlcted Fund5 Total 2025 Total 2024 Note C45h at Bank Balance Js at l Aprll 2024 Surplus/lDeficitl for the yeai 8alance as at 31 March 2024 364,867 -98,766 26fj,101 364,867 -98,766 266,101 235,525 129,342 364,867 Other A55ets ransib fixed assets Debtors 236.170 1.1167 238.037 236,170 1.867 238,037 228,926 1.936 230,B62 Uabllltles Cenir81 charlty duès Other uedttor5 23,114 4,531 27,645 33,114 4.531 27,645 25.366 692 26.058 ftotes on pa8¢5 3 and 4 forrn an inte8rn1 pért of these auounts. These aCcnts. which have been prepared in accordancÈ with th• (hHritlw rtA T1* loi- Pa8e2of5
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 (Scan of original document) PERTH SAMARITANS SCIO NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 MARCH 2025 l. Basis of preparation These accounts have been prepared on the recelpts & paymerFts basis in accordance with the terms of the Charities and Trustee Investment Istotlandl 2005 Act and the Charities Accounts Iscotlandl Regulations 2006 las amended). There have been no changes to the basis of preparation or to the previous year's accounts. 2. Fvnd a¢countln8 Restricted funds are those that may only be used forspecific purposes. RestrictlOll5 arise when Specified by the donor, or when funds are r8i5ed for speclfic purposes. There are no restricted funds in the year ending 31 March 2025. 3. Taxation The charity is not Ilable to corporation tax or capital gains tax on its charitable activttles, and is not registered for VAT. All costs Shown in the accounts are inclusive of VAT. 4. Trustee remuneration There were no remuneration payments made to trustees during the year or in the previous year. 5. Trustee expenses 2025 2024 Noof Trustee5 Noof Trustees Amount £ Amount £ Travelling expenses 637 1987 6. Transartion with related parties fhere were no other transaction with related parties during the year or in the previous year. Pa8e3of5 10-
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 (Scan of original document) PERTH SAMARITAN5 SCIO NOTE5 TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 MARCH 2025 7. Branth costs Total 2025 Total 2024 Bank charges Cleaning and housekeeping Heating and lighting Insurance New eovSpment Professional fees Repairs and maintenance Sundries 159 1142 2780 2329 16822 10581 7588 182 41583 137 1474 2717 1361 3048 968 30 9735 The increased costs for equlpment pur¢hasesi professional fees and repair5 are due to the sale of 3 K&ngs Place and the purchase of 18 UnityTerrace which were completed during the year. 8. Servlce delivery costs Total 2025 Total 2024 Aertising and pitbliclty Conferences and training Outreach Postage and stationery Pristsn expenses Telephone Travelling expenses 50 27 885 59 169 870 368 2388 4350 8613 404 2750 7192 11308 Page4of5
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 (Scan of original document) PERTH SAMARITANS SCIO NOTESTO THE FINANCIALSTATEMENTS FOR THE YEAR ENDING 31 MARCH 2025 9. Fixed assets During thè yeai the charity sold the property at 3 Kings Place, Perth and moved to premises piJrcha5e(J at 18 Unity Terrace, Perth, which tlie chartty now owns. The value shown in the current year's accounts is the purchase price of the property. 2025 2024 Bulldings Contents 220000 16170 236170 180000 48926 228926 10. Movement In funds Asèt 3110312024 Asat 31103/2025 Recetpts Payments Genéral funds 364,867 172,680 -271,446 266,101 PaEe5of5 12-
ANNUAL REPORT & FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 Perth Samaritans are very grateful for all the support received throughout the year and, in particular, would like to thank the following: Perth and Kinross Council Enthuse Roy Henderson Colin Stewart The late Norma Fenwick The late Maureen Buchanan CAF Gift Aid Can collections and many others, some of whom prefer to support us privately or anonymously