THE STEPHEN LYON ORGANISATION Trustees, Annual Report October 2023 to September 2024 Charity contact information The Stephen Lyon Organisation Number. SC050446 Telephone: Email addr Website" www.slo20.com Twitter: twitter.comltslo2020 Facebook" www.facebook.comltslo2020 Instagram" instragram.comltslo202?utm sU0r=qr "When you feel like giving up, just remember the reason why you held on for so long.. Hayley Williams
Charity Trustees
Name all of your charity trustees for the period, and the date they left if they were not in post for the whole year
- • • • • • •
A word from our Chair
Objectives and activities
The Stephen Lyon Organisation is dedicated to preventing suicide, challenging prejudice, and promoting diversity. Our goal is to provide a broad spectrum of support and adopt positive relationships that enhance the lives of individuals struggling with suicidal thoughts or mental health issues.
We strive to empower individuals to openly discuss their thoughts and feelings about suicide. We collaborate with government agencies and other community and voluntary organisations to create and enhance a support service that benefits the local community.
Our mission is to offer a safe and confidential environment where individuals can freely express their thoughts and feelings about suicide without fear of judgment or embarrassment. We aim to educate and assure individuals that mental health challenges can be managed with community support.
Our team is composed of a diverse group of staff and volunteer support workers who champion voluntary action. We collaborate with other agencies to enhance community-based opportunities and build a resilient and sustainable organisation.
We adopt a person-centred approach to make voluntary and community action effective. We ensure everyone feels welcome and has an independent voice that helps alleviate anxieties and promotes self-control. Our ultimate goal is to create a supportive and understanding community where mental health is openly challenged, discussed and addressed.
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Structure, governance and management The Stephen Lyon organisation is Scottish Charitable Incorporated Organisation {SCIO). It was created in its current form on 9th September 2020. Our charity has a single tier structure therefore, trustees are also members of the organisation for the purposes of the charities and trustee investment (Scotland) Act 2005. Trustee recrultment and appolntment The management committee are the charity's trustees, and they meet every quarter and have the general control over the activities of the organisation. Membership of Ihe management committee is open to member of the public and willing to uphold the aims and values of the charity. The board can appoint any person to be an appointed trustee by way of a resolution passed by the majority vote at a board meeting. Each of our Trustee have completed a declaration form and a disclosure Scotland application. Claire is also our senior lead for safeguarding and child protection, along with the seNice manager {also a child protection lead) they ensure that we always have a safeguarding policy in place and that all volunteers and staff follow the correct procedure when working with children or vulnerable adults. Our management committee is a diverse pool of knowledge and expertise. Our chairperson brings to the table valuable experience in business management, while our treasurer contributes years of commitment to the charity and serves and also serves as a volunteer. Our secretary, despite being new to the role, is keen to demonstrate her commitment and efficiency to the committee. We also have our family spokesperson, who articulates the perspectives and wishes of Stephen's family regarding the charity's progression. This collective expertise ensures a well-rounded approach to our mission. Achievements and performance This year has been a year for us to make connections. We have continued to work with a variety of different organisations and agencies to widen our reach and promote our mission in the prevention of suicide. Our manager has completed her qualification in Counselling and will use her trainin know ge and expertise to offer counselling to our seNice users in the future. continues to work with Trauma Healing Together- who provide support & opportunities to individuals who have experienced psychological trauma and The Neuk, Perth - a mental health crisis and suicide prevention centre. Our apprenti has completed her Level 4 Business Admin and has now embarked on a course with the Open University to become a qualified support worker. We congratulate on all her achievements and hard work and wish her the best of luck in the ure will continue with us as a admin volunteer and trainee befriender.
The Thurs Group enjoyed a holiday in Jedburgh this year. Five of the group enjoyed visiting the historical monuments, visiting Berwick and having time to relax and support each other. The group ee will continue to meet each week at the Tillicoultry Baptist Church Annexe in the winter and plan the walks & activities for the Spring.
Financial review
Statement of the charity’s policy on reserves
At The Stephen Lyon Organisation, we adhere to a prudent financial strategy by maintaining a target of one month's operating costs as our desired level of general reserves. This deliberate approach ensures our financial stability and resilience. Our decision regarding reserves undergoes an annual review, considering several critical factors:
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Volunteer Numbers*: We assess the availability and commitment of our dedicated volunteers.
-
Operational Costs: A thorough examination of our ongoing expenses guides our reserve allocation.
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Service User Considerations: The number of service users and their needs play a pivotal role in our decision-making process.
These reserves serve as a safeguard, allowing us to offset unforeseen bills or unexpected payments when necessary. By maintaining this balance, we uphold our commitment to responsible financial management.
Details of any deficit
During this period, our charity encountered a financial deficit due to a computer error at HMRC, resulting in an overcharge of £7,625. HMRC is aware of the issue and has initiated an investigation to resolve it and return the overcharged amount. While this process may take some time, our volunteers have continued to provide professional and effective service. This underscores the resilience and commitment of our team in navigating financial challenges.
GRAPH TO BE ADDED
Donated facilities and services
We have not required any the use of any other service or facility.
Future plans
We have a lot of plans for the year 2024 – 25. We plan to expand our services to include counselling. As part of our new initiatives, we have introduced a befriending service. This service provides individuals with hope and
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companionship, whether they need support after intensive support or simply a companion to help them achieve their goals, attend appointments, try new challenges, and make new friends. We are discussing a relocation of the charity. Our research indicates that we have significantly more service users in Perth compared to our current area. Relocating to Perth would offer numerous opportunities for expansion and development, allowing us to recruit more volunteers and reach a greater number of individuals in need. Perth, with an approximate population of 47,350, presents a promising environment for our services.
As of January 2024, 1,885,217 people were in contact with mental health services across the UK. The Perth & Kinross Council has a three-year action plan that implements the first stage of the Scottish Government and COSLA’s 10-year suicide prevention strategy. We aim to be an integral part of this plan for change.
We are already collaborating with the Suicide Prevention Steering Group and Management Committees. By participating in Every Life Matters and Shatter the Silence campaigns, we can demonstrate to the Government, Council, NHS, and other statutory bodies that The Stephen Lyon Organisation is committed to its mission and eager to contribute to the action plan. This collaboration will involve sharing resources and learning.
We have also taken steps to join the National Suicide Prevention Leadership Group (NSPLG), which champions and drives suicide prevention through a partnership approach. Relocating to Perth will enhance our ability to deliver effective services that align with the Scottish Government’s 10-year plan. We will be able to showcase our commitment, empathy, and compassion for others.
Our charity was founded by individuals dedicated to helping others without monetary reward. We deeply value our volunteers for their skills, knowledge, and commitment to assisting others. By building a community that invests in its citizens, we can provide the support they need when they need it most.
Declaration
Signed on behalf of the charity trustees:
Print name
Designation
Service Manager 31/10/2025
Date
5
Enter SC No. below
APPENDIX 2
Enter charity name below
SC050446
The Stephen Lyon Organisation
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|||||||||
|---|---|---|---|---|---|---|---|
|Receipts and payments accounts|
|Period start date|Period end date|
|For the period|Day|Month|Year|to|Day|Month|Year|
|from|
|1|October|2023|30|September|2024|
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Section A Statement of receipts and payments
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|||||||||||
|---|---|---|---|---|---|---|---|---|---|
|Expendable|Permanent|
|Unrestricted|Restricted|Total funds|Total funds last|
|endowment|endowment|
|funds|funds|current period|period|
|funds|funds|
|to nearest £|to nearest £|to nearest £|to nearest £|to nearest £|to nearest £|
|A1 Receipts|
|Donations|9,376|9,376|8,526|
|Legacies|-|-|
|Grants|1,970|4,691|6,661|9,596|
|Receipts from fundraising activities|1,510|1,510|2,037|
|Gross trading receipts|184|184|15,450|
|Income from investments other than|
|land and buildings|-|-|
|Rents from land & buildings|-|-|
|Gross receipts from other charitable|
|activities|9,832|9,832|477|
|-|
|A1 Sub total|22,872|4,691|-|-|27,563|36,086|
|A2 Receipts from asset &|
|investment sales|
|Proceeds from sale of fixed assets|-|
|Proceeds from sale of investments|-|
|A2 Sub total|-|-|-|-|-|-|
|Total receipts|22,872|4,691|-|-|27,563|36,086|
|—————_——|
|A3 Payments|
|Expenses for fundraising activities|686|686|484|
|Gross trading payments|2,939|2,939|10,454|
|Investment management costs|-|
|Payments relating directly to charitable|
|activities|7,734|7,734|28,620|
|Grants and donations|-|
|Governance costs:|
|Audit / independent examination|736|736|524|
|Preparation of annual accounts|-|
|Legal costs|-|
|Wages/HMRC|10,910|4,961|15,601|
|A3 Sub total|23,005|4,961|-|-|27,696|40,082|
|A4 Payments relating to asset and|
|investment movements|
|Purchases of fixed assets|-|
|Purchase of investments|-|
|A4 Sub total|-|-|-|-|-|-|
|—|Total payments|——|23,005|4,961|-|= ———|-|27,696|40,082|
|Net receipts / (payments)|(133)|(270)|-|-|( 133)|(3,996)|
|A5 Transfers to / (from) funds|-|
|Surplus / (deficit) for year|
|==5s|( 133)|( 270)|-|S==>|-|( 133)|( 3,996)|
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APPENDIX 2
The Stephen Lyon Organisation
SC050446
| Section B Statement of balances | Section B Statement of balances | ||||||
|---|---|---|---|---|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Investments B3 Other assets B5 Contingent liabilities B4 Liabilities |
Details | Unrestricted funds to nearest £ 10,134 133) ( |
Restricted funds to nearest £ |
Expendable endowment funds to nearest £ |
Permanent endowment funds to nearest £ |
Total current period to nearest £ |
Total last period to nearest £ |
| Cash and bank balances at start of year | 10,134 | 14,130 | |||||
| Surplus / (deficit) shown on receipts and payments account |
133) ( |
3,996) ( |
|||||
| - | |||||||
| Cash and bank balances at end of year (Agree balances with receipts and payments account(s)) Details |
10,001 | - | - | - | 10,001 | 10,134 | |
| - 0 | 270 | - Fund to which |
- |
- |
- |
||
| asset belongs | Market valuation to nearest £ |
Last year to nearest £ |
|||||
| Details | Fund to which | asset belongs | Total Cost (if available) to nearest £ |
- | - |
||
| Current value (if available) to nearest £ |
Last year to nearest £ |
||||||
| IT Equipment | Unres | tricted | 1,400 | 1,600 | 800 | ||
| Shopfittings &Equipment | Unres | tricted | 570 | 570 | |||
| Printers | Unres | tricted | 100 | 100 | |||
| Details | Total Fund to which l |
1,400 | 2,270 | 1,470 | |||
| iability relates | Amount due to nearest £ |
Last year to nearest £ |
|||||
| Details | Fund to which l | Total iability relates |
- | - | |||
| Amount due (estimate) to nearest £ |
Last year to nearest £ |
||||||
| Signature | Print Name | Total | - | - |
|||
| Date of approval |
|||||||
| 31/01/2025 | |||||||
| 03/02/2025 | |||||||
New Statement of receipts - 23.24 / Statement of balances
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December 2007
APPENDIX 2
The Stephen Lyon Organisation
SC050446
Section C Notes to the Accounts
C1 Nature and purpose of funds (may be stated on analysis of funds worksheets)
Effective Service Delivery and Financial Stewardship at The Stephen Lyon Organisation. Our financial resources play a crucial role in ensuring the delivery of an effective and professional support service to our valued service users. Our funds are strategically allocated. A significant portion of our funds is dedicated to renting and maintaining our premises, where individuals can engage in confidential conversations comfortably. Our dedicated team of volunteers incurs expenses but often forego claiming travel expenses prioritsing funds for the direct benefit of our service users. Funds also helps to pay for our website and domain name which serves as essential communication channels allowing people to engage with us in various ways—seeking information, accessing resources, or connecting with our services. Our funds originate from the generosity and kindness of various stakeholders; our subscribers, donors, and fundraisers, which all contributes directly to our service users’ well-being.
C2 Grants
C3a Trustee remuneration
| Type of activity or project supported The funds help us to run the service and the peer group support service The fuds allowed us to employ an apprentice for one year. The apprentice was able to complete her level 4 office admin while in post. |
Individual / institution |
Individual / institution |
Number of grants made £ |
Number of grants made £ |
|---|---|---|---|---|
| Co-op Community Local Causes |
2 | 1,970 | ||
| PKC Apprenticeship Rural Employment Incentative |
1 | 4,500 | ||
| Total | 6,470 |
|||
| If no remuneration was paid during the period to any charity trustee or person connected to a trustee cross this box (otherwise complete section 3b) |
X |
|||
| Authority under which paid | £ |
C3b Trustee remuneration - details
C4a Trustee expenses
If no expenses were paid to any charity trustee during the period then cross this box (otherwise complete section 4b)
| Nature of transaction | Number of trustees £ |
Number of trustees £ |
|
|---|---|---|---|
| Nature of relationship |
Transaction amount (£) Balance outstanding at period end (£) |
||
C4b Trustee expenses - details
C5 Transactions with trustees and connected persons
C6 Other information
New Statement of receipts - 23.24 / Notes
3
December 2007
APPENDIX 2
The Stephen Lyon Organisation
SC050446
Additional analysis (1)
Analysis of receipts and payments
1 Donations
| 1 Donations | 1 Donations | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Unrestricted funds to nearest £ |
Restricted funds to nearest £ |
Expendable endowment funds to nearest £ |
Permanent endowment funds to nearest £ |
Total current period to nearest £ |
Total last period to nearest £ |
||||
| CharityTins | 1,095 | 1,095 | 1,509 | ||||||
| Subscribers | 410 | 410 | 400 | ||||||
| One off donations | 3,940 | 3,940 | 2,770 | ||||||
| Just Giving/Facebook | 3,931 | 3,931 | 3,847 | ||||||
| Total 2 Grants |
9,376 | - | - | - | 9,376 | 8,526 | |||
| Unrestricted funds to nearest £ |
Restricted funds to nearest £ |
Total current period to nearest £ |
Total last period to nearest £ |
||||||
| PKC Apprenticeship | - | 4,691 | 4,691 | ||||||
| Co-op Community Local Causes | 1,970 | - | 1,970 | 865 | |||||
| Awards for All (National Lottery) | 8,731 | ||||||||
| - | |||||||||
| Total | 1,970 | 4,691 | 6,661 | 9,596 | |||||
| - | - | reference | - |
3 Gross receipts from other charitable activities
| 3 Gross receipts from other charitable activities | - |
- |
- | reference | reference | - | ||
|---|---|---|---|---|---|---|---|---|
| HMRC Refund Donations from Amazon Charities HMRC Gift Aid Total |
Unrestricted funds to nearest £ 9,831 |
Restricted funds to nearest £ |
Expendable endowment funds to nearest £ |
Permanent endowment funds to nearest £ |
Total current period to nearest £ 9,832 - - - - - - |
Total last period to nearest £ |
||
| 9,831 | 9,832 | |||||||
| 55 | ||||||||
| - | 422 | |||||||
| - | ||||||||
| - | ||||||||
| - | ||||||||
| - | ||||||||
| - | ||||||||
| 9,831 | - | - | - | 9,832 | 477 | |||
| reference error | - | - | - | reference error | - |
4 Payments relating directly to charitable activities
| Unrestricted funds to nearest £ |
Unrestricted funds to nearest £ |
Restricted funds to nearest £ |
Expendable endowment funds to nearest £ |
Permanent endowment funds to nearest £ |
Total current period to nearest £ |
Total current period to nearest £ |
Total last period to nearest £ |
||
|---|---|---|---|---|---|---|---|---|---|
| FundraisingActivities | 1,510 | 1,510 | 28,620 | ||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| Total | 1,510 | - | - | - | 1,510 | 28,620 |
New Statement of receipts - 23.24Additional notes (1)
December 2007
APPENDIX 2
SC050446
Additional analysis (2)
| Additional analysis (2) | |||||||
|---|---|---|---|---|---|---|---|
| Receipts 5 Breakdown of unrestricted funds |
Unrestricted fund 1 - enter name of fund below |
Unrestricted fund 2 - enter name of fund below |
Unrestricted fund 3 - enter name of fund below |
Unrestricted fund 4 - enter name of fund below |
Total unrestricted funds |
Total unrestricted funds last period |
|
| Donations | 9,376 | 9,376 | 8,526 | ||||
| Legacies | |||||||
| Grants | 1,970 | 6,661 | 9,596 | ||||
| Receipts from fundraisingactivities | 1,510 | 1,510 | 2,037 | ||||
| Gross tradingreceipts | 184 | 184 | 15,450 | ||||
| buildings | |||||||
| Rents from land & buildings | |||||||
| Gross receipts from other charitable activities | 9,832 | 9,832 | 477 | ||||
| Sub total Receipts from asset & investment sales |
22,872 | - | - | - | 27,563 | 36,086 | |
| Proceeds from sale of fixed assets | - | ||||||
| Proceeds from sale of investments | - | ||||||
| Sub total Total receipts Payments |
- | - | - | - | - | - | |
| 22,872 | - | - | - | 27,563 | 36,086 | ||
| Expenses for fundraisingactivities | 686 | 686 | 484 | ||||
| Gross trading payments | 2,939 | 2,939 | 10,454 | ||||
| Investment management costs | |||||||
| Payments relatingdirectlyto charitable activities | 7,734 | 7,734 | 28,620 | ||||
| Grants and donations | |||||||
| Governance costs: | |||||||
| Audit / independent examination | 736 | 736 | 524 | ||||
| Preparation of annual accounts | |||||||
| Legal costs | |||||||
| Wages/HMRC | 10,910 | - | 10,910 | ||||
| - | |||||||
| Sub total Payments relating to asset and investment movements |
23,005 | - | - | - | 23,005 | 40,082 | |
| Purchases of fixed assets | - | ||||||
| Purchase of investments | - | ||||||
| Sub total Total payments Net receipts / (payments) Transfers to / (from) funds Surplus / (deficit) for year |
- | - | - | - | - | - | |
| - | |||||||
| 23,005 | - | - | - | 23,005 | 40,082 | ||
| 133) ( |
- | - | - | 133) ( |
3,996) ( |
||
| - | |||||||
| 133) ( |
- | - | - | 133) ( |
3,996) ( |
Nature and purpose of funds
Unrestricted funds provide the independence to address day-to-day operational needs. It helps enhance infrastructure, adapt to evolving requirements, and the funds empower us to act swiftly and strategically. Unrestricted funds are the basis of our operational agility, allowing us to navigate challenges, seize opportunities, and fulfill our charitable mandate.
New Statement of receipts - 23.24Additional notes (2)
December 2007
APPENDIX 2
The Stephen Lyon Organisation
SC050446
Additional analysis (3)
| Additional analysis (3) | ||||||
|---|---|---|---|---|---|---|
| Receipts 6 Breakdown of restricted funds |
Restricted fund 1 - enter name of fund below |
Restricted fund 2 - enter name of fund below |
Restricted fund 3 - enter name of fund below |
Restricted fund 4 - enter name of fund below |
Total restricted funds |
Total restricted funds last period |
| Donations | ||||||
| Legacies | ||||||
| Grants | 4,691 | 4,691 | 8,731 | |||
| Receipts from fundraisingactivities | ||||||
| Gross tradingreceipts | ||||||
| Income from investments other than land and buildings |
||||||
| Rents from land & buildings | ||||||
| Gross receipts from other charitable activities | - | - | ||||
| Sub total Receipts from asset & investment sales |
4,691 | - | - | - | 4,691 | 8,731 |
| Proceeds from sale of fixed assets | - | |||||
| Proceeds from sale of investments | - | |||||
| Sub total Total receipts Payments |
- | - | - | - | - | - |
| 4,691 | - | - | - | 4,691 | 8,731 | |
| Expenses for fundraising activities | 484 | |||||
| Gross trading payments | ||||||
| Investment management costs | ||||||
| Payments relating directly to charitable activities | 7,723 | |||||
| Grants and donations | ||||||
| Governance costs: | ||||||
| Audit / independent examination | 524 | |||||
| Preparation of annual accounts | ||||||
| Legal costs | ||||||
| Wages/HMRC | 4,691 | 4,691 | ||||
| - | ||||||
| Sub total Payments relating to asset and investment movements |
4,691 | - | - | - | 4,691 |
8,731 |
| Purchases of fixed assets | - | |||||
| Purchase of investments | - | |||||
| Sub total Total payments Net receipts / (payments) Transfers to / (from) funds Surplus / (deficit) for year |
- | - | - | - | - | - |
| - | ||||||
| 4,691 | - | - | - | 4,691 | 8,731 | |
| - | - | - | - | - | - | |
| - | ||||||
| - | - | - | - | - | - |
Nature and purpose of funds
The restricted funds shows the trust that other organisations have in our ability to deliver a service in a professional and transparent manner, It allows us to align with the funders wishes, gives support to our project and gives integrity to our charitable work.
New Statement of receipts - 23.24Additional notes (3)
December 2007
APPENDIX 3 Inde endent examiner's re The Stephen Lyon Organlsatlon ort on the accounts Report lo the trusteeslmembers of Registered charty number On the accounts of the charity for the period SC050446 Period stsrt date nth Period end date M(xith 01 10 2023 30 09 2024 Set out on pages [mIX 1 pJes 1 2 page5 14 Respective The tharity's ttee$ are respC511e ts the preparati( Of aCUnIS n acrdanCe Tesponsibilrties of with the temis of the Charibes and Trustee Investment (Scolland} 2005 Act and the trustees and examiner Charit$ Accounts (Scotlandl Regulations 2006 (as amended). The charity trustees consider that the audit requirement of Regulation 10{11 Id) of the Account5 Regulations does not appty. It is my responsibilty to examine the accounts as required under section 44(1} {cl of the Act and to state whether particular matters have come to my attention. My eXaMinatn is carried oui in accordance wrth Regulation 11 of the 2006 Accounts Regulations. An examination includes a review of the accounting records kept by the charlty and a comparison of the accounts presented wlth those records. It also includes consideratKsn of any unusual rtems or disclosures in the accounts and seeks explanatn$ from the trustees conceming any such matters. The procedures undertaken do not w0Ve all the evKJence that would be required in an audit and. consequently. I do not express an audrt opinion on the vW gtven by the accounts. Independent examiner's In the course of my examination. no matter has come to my attention lother than that statement disclosed on the attached page'l Basis of independent examiner's statement which gives me reasonable cause to believe that in any material respect the requirements." lo keep accounkn.ng records in accordance wrth seth.on 44111 lal of the 2005 Act and RegUlatn 4 of the 2006 Accounts RegUlatnS. and lo prepare accounts which accord wrth the accounting reC(ts and comply wtth Regulakn 9 of the 2006 A(Jnts RegulatnS have not been met or 2. to which. in my opinK)n. attenticm should be drawn in order to enable a proper understandi of the accounts to be reached. Signed: Date: 24/01/2025 Name: Relevant professional qualification{sl or body (if any): | Address: "Please ete in tr t1$ rftyth) If*yd5 th) ar¢ty. sdtyA Ilw mknst•fith have c(ffi toywr attt (ffi the fdkwng g8.
APPENDIX 3 Give here brief During my exan)Inatio I did lloi find ally SI)1fiCallt issues that require details of any items attentt"oll. sOe sUppOrtg evideDce. such as receipts for SIllall amounts (e.g., that the examiner wishes to disclose shopping). were not available. Goinq forward, the managetnent con]mittee should ensure that all receipts and pajinellts are clearly documented to aIllta complete accuracy lli fillllg. Disclosure section Only complete rf the examiner needs to highlKJht material problems.