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2024-03-31-accounts

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Acorn Community Care

(A Company Charity limited by guarantee)

(Charity Registration Number 1095207)

(Registered Company Number 4528689)

Annual Report & Financial Statements for the year ended

31st March 2024

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Acorn Community Care

(A Company Charity limited by guarantee)

Contents

Index Page
Directors (Trustees) Annual Report 1-6
Auditors Report 7-9
Statement of Financial Activities 10
Balance Sheet 11
Statement of Cash Flows 12
Notes to the Accounts 13-21

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Directors' Report (incorporating the Trustees' Annual Report)

For the year ended: 31st March 2024

The Board of Trustees, who are also Directors of the charity for the purpose of the Companies Act 2006, present their annual report and financial statements for the year ended 31st March 2024. The financial statements comply with the Charities Act 2011, the Companies Act 2006, the Memorandum and Articles of Association, 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) (effective 1 January 2015).

Objectives and activities

Acorn Community Care provides regulated and unregulated support to adults with Learning disabilities either in their home environment or at our day service farm in Ryedale, Norton Yorkshire. The Charity aims to follow its financial objectives in order to improve the quality of life for its beneficiaries.

The trustees confirm that they have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the objectives and activities and in the planning of future activities. It is the judgement of trustees that activities in pursuit of the above objectives fully meet the public benefit test, which they have kept in mind in planning activities for the charity.

In delivering services and in the appointment of staff, volunteers and trustees, the charity operates a strict policy of no discrimination on any grounds.

Achievements and performance

Day Services

Throughout the reporting year, the day service at Whinflower Hall has warmly welcomed new individuals to our farm. These individuals have seamlessly integrated into the Acorn Family and quickly established themselves as valued members. This serves as a testament to the effectiveness of our day services, which provide a nurturing environment for learning and personal growth. We firmly believe in the importance of continuity and the seamless support we offer, ensuring a smooth and empowering journey for those we support.

Continuous building improvements have been ongoing around the farm. The main barns and improved toilet facilities are close to completion, and a new septic tank has been installed and is now operational.

This year, we also rescued ex-battery hens that now live free-range on our farm. The people we support take the eggs home, which has proven popular. Our polytunnel and allotment have provided us with a bountiful supply of fresh fruit and vegetables, contributing to the well-being and nutrition of our beneficiaries.

We have addressed the need for repairs by fixing the driveway and car park, ensuring a safer and more accessible environment for everyone.

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During this reporting year a decision was made to create a specialist service that runs alongside our existing day time provision. This bespoke support arrangement is designed to meet the needs of individuals with more complex health arrangements. Our team of staff are highly trained and have a wealth of experience, ensuring that we provide the highest level of care and support. This specialist service is also going to be extended into our supported living, providing continuity and specialised care for individuals with complex needs.

Supported Living

This year, we have made significant strides in expanding and enhancing our supported living services.

We have secured a lease on a new property in Malton, which will fall under the specialist support team. This initiative aims to provide specialised care for individuals with complex needs, ensuring that we continue to offer the highest level of support.

Meanwhile, the renovation work on the property in Pickering has faced delays, pushing its opening to early 2025. Despite these delays, we remain committed to ensuring that this new home will meet the high standards we set for all our services.

Our recruitment drive has been exceptionally successful, resulting in the addition of several new, highly valued members to our team. These new recruits bring fresh energy and skills to our organisation, bolstering our ability to provide exceptional care. Additionally, three of our service managers have completed their Level 5 Diploma in Leadership in Health and Social Care. This achievement not only highlights their dedication to professional development but also enhances our leadership capacity, ensuring that our teams are well-supported and effectively managed.

We now have senior support workers in post who assist service managers with the demands of managing a successful supported living service. These senior support workers are currently pursuing diplomas to improve their knowledge and skills, further enhancing the quality of support we offer.

The positive feedback from the people we support and their families has been equally gratifying. Their testimonials highlight the caring and supportive environment we strive to create, reinforcing the success of our efforts. We remain dedicated to maintaining and improving these high standards, continuously seeking ways to enhance the quality of life for all individuals in our supported living services.

Overall Charity

The role of the peripatetic support worker has been a notable success, and we plan to expand this team further. This initiative has allowed us to maintain high standards of care without the need for expensive agency staff, ensuring consistency and quality in the support we provide.

Our Head of Operations has been in post for one year and continues to play an important role in the current and future success of the charity. Their leadership has been instrumental in driving forward our strategic objectives and improving operational efficiency.

This year, we rolled out a new pension scheme for our staff. Each staff member received an opportunity for a one-to-one session with a financial advisor, which was very well received. The positive feedback from our team has been encouraging and has significantly contributed to the retention of skilled staff within our organisation.

The charity has been actively increasing its visibility by having stands at various shows. Additionally, our new fundraising manager has organised successful events such as a comedy night and a music night, which have helped raise both awareness and funds for the charity.

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Despite these successes, we have faced frustrations due to a below-inflation uplift from our host local authority. To address this, the Board of Trustees agreed to use reserve funds not only to meet the 2024/25 wage increase but also to remain competitive in our sector. This decision underscores our commitment to supporting our dedicated staff and maintaining the high quality of care we provide.

Financial Review

The results for the year ending 31st March 2024 show an overall surplus in year of £110,753, comprising; a surplus of £151,435 on unrestricted funds; a deficit of £46,970 on designated funds and a surplus of £6,288 on restricted funds before transfers. The surplus in year on unrestricted funds reflects increases in all areas; in particular, an increase in supporting living rental income which has more than doubled; increases in fundraising and donations and an almost trebling of interest earned on cash reserves. Plus there have been two core grants; a market supplement grant and one resulting from a sustainability application. The deficit on designated funds reflects the spending this year of previously approved planned improvements to site regarding the extra power supply and treatment plant. The surplus on restricted funds in year reflects the receipt of two capital grants, one for a defibrillator and the other towards the refurbishment of a new supported living premises. These have been spent in year and as they are capital assets will be depreciated over their useful life. As the funds have been spent, the restriction on use is lifted and they will be depreciated under unrestricted funds, hence the transfer between reserves. This year a further transfer of £115,570 has been made from unrestricted general reserves to designated reserves to take account of an increasing redundancy/wind down provision, a provision to complete the Potter Hill project and a new one for a new premises - Barton Cottage, a provision for the new pay rises in 2024/25 and a resilience contingency to enable the charity to retain staff for a short period in the event of a sudden loss of contract. These are detailed further under note 16.2.

This brings the total cumulative position of reserves to £550,004 comprising £144,578 unrestricted funds; £398,126 designated funds and £7,300 restricted funds.

The level of free reserves, that is those unrestricted funds not tied up in tangible fixed assets, nor held in designated funds, stands at £41,414 at 31st March 2024. Given that there has been a comprehensive review of the requirements of the designated reserve, the trustees believe that this level of free reserves is reasonable to ensure that the charity can meet any unexpected calls on funds or indeed opportunities that may present themselves over the forthcoming year.

The trustees are confident that the charitable company will be able to meet its liabilities as they fall due in the forthcoming year. Accordingly, these accounts have been prepared on a going concern basis.

Plans for the future

Looking ahead, we have several exciting plans that aim to enhance our services and support for individuals with learning disabilities.

We plan to introduce new alpacas to our day services. These alpacas will be part of our alpaca trekking activities, providing enjoyable and therapeutic experiences for the people we support. Additionally, we are getting two female alpacas for breeding purposes, this will enrich the learning and development to the people we support.

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We are close to securing a lease on Barton Cottage. This new facility will be a specialist support service designed to meet the needs of individuals with more complex needs. Our aim is to create a safe, supportive environment where specialised care can be provided.

Although there have been hold-ups with the restoration of the property in Pickering, we plan to have it open by early 2025. This new facility will provide additional opportunities for individuals requiring supported living, furthering our mission to offer quality care and support.

We have a mock CQC inspection planned, and our goal is to achieve an "Outstanding" rating. The inspection will help us identify areas for improvement and demonstrate our commitment to providing the highest quality of care.

To further improve our support and services, we are appointing a Quality and Development Manager. This role will be crucial in driving quality improvements across the charity, ensuring that we continue to deliver exceptional care and support.

These plans align with our overarching goal of enhancing the quality of life for individuals with learning disabilities. By investing in new initiatives, expanding our services, and prioritising quality improvements, we are actively working towards creating a more inclusive and supportive environment for those we serve.

We will continue to lobby with the funding authorities to attempt to make uplifts sustainable for the future. This advocacy is essential to ensure that we can maintain competitive wages and provide the high-quality support that the people we support deserve. By securing sustainable funding, we can continue to invest in our staff and services, ensuring the long-term success and impact of our charity.

Structure, governance and management

Acorn Community Care is a non profit making company limited by guarantee and a charity governed by the Memorandum and Articles of Association with all the trustees of the charity being directors of the company.

At the Annual General Meeting all trustees resign and then nominations are made and seconded to elect trustees for the year ahead.

New trustees undergo an induction meeting whereby they gain a greater understanding of how the charity operates and ongoing training to help ensure they understand their legal obligations under charity and company law and the financial performance of the organisation. The trustees continue to keep in touch with the charity and its current services and building projects. The charitable company is governed by its trustees with day to day management delegated to the Chief Officer.

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.

The remuneration policy is to benchmark salaries against similar roles in the sector and to implement statutory changes where appropriate. An appraisal process is in place for all staff, undertaken by line managers and regular supervision undertaken for all staff.

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Reference and administrative details Charity name Acorn Community Care Other name(s) the charity is known by The company changed its registered name on the 17th Change of Name October 2009 from Acorn Services (North Yorkshire) Registered as a Company on 06/09/2002 Registered as a Charity on 03/01/2003 Registered Company number 4528689 (England and Wales) Registered Charity number 1095207 Charity's principal address Whinflower Hall (& registered office) Scarborough Road Norton, Malton YO17 8EE Auditors Millet Accountants Ltd Beyond Aldgate Tower 2 Leman St, London E1 8FA Banks CAF Bank Ltd Hampshire Trust Bank 25 Kings Hill Avenue 55 Bishopsgate West Malling, Kent London ME19 4JQ EC2N 3AS Charity Bank Virgin Money Fosse House 46 Coney Street 182 High Street York Tonbridge 9NQ TN9 1BE

Names of the directors (trustees) who manage the charity

(unless indicated otherwise all are trustees and directors)

Trustee Name Office (if any) Dates acted if not for whole
year
Name of person (or body)
entitled to appoint trustee
(if any)
F Walls
Chair (to 8/5/24)
Resigned 08/05/2024
M P Harrison
Chair (from 15/8/24 )
Appointed 08/05/2024
T Bell
S Neal
C Storr
Secretary
R Holliday

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Trustees' responsibilities in relation to the financial statements

The charity trustees (who are also the directors of Acorn Community Care for the purposes of company law) are responsible for preparing a trustees' annual report and financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company law requires the trustees to prepare financial statements for each financial year, which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure of the charitable company for that period. In preparing those financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the company and to enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charitable company's website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

Members of the Board of Trustees, who are directors for the purpose of company law, and trustees for the purpose of charity law, who served during the year and up to the date of this report are set out on page 4.

Disclosure of information

In so far as the trustees are aware at the time of approving our trustees' annual report:

Declaration

The trustees declare that they have approved the trustees' report above Signed on behalf of the charity's trustees

06 January 2025 929B1485849E437... R Holliday, chair Date Signed by: 06 January 2025 ~~(ty bul~~ T Bell, trustee Date

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Independent auditor’s report to the trustees of Acorn Community Care Limited

Opinion

We have audited the financial statements of Acorn Community Care Limited] (the “Charity”) for the year ended 31[st ] March 2024 which comprise the statement of Financial Activities, Balance Sheet, Statement of Cash Flows and notes to the financial statements, including a summary of significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102: The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

In our opinion, the financial statements:

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit of the financial statements section of our report. We are independent of the Charity in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

We have nothing to report in respect of the following matters in relation to which the ISAs (UK) require us to report to you where:

Other information

The trustees are responsible for the other information. The other information comprises the information included in the annual report other than the financial statements and our auditor’s report thereon. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

In connection with our audit of the financial statements, our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether there is a material misstatement in the financial statements or a material misstatement of the other information. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

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Matters on which we are required to report by exception

In the light of the knowledge and understanding of the Charity and its environment obtained in the course of the audit, we have not identified material misstatements in the Trustees’ Annual Report.

We have nothing to report in respect of the following matters in relation to which the Charities Act 2011 requires us to report to you if, in our opinion:

Responsibilities of the trustees

As explained more fully in the trustees’ responsibilities statement set out on page 5, the trustees are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as they determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the trustees are responsible for assessing the Charity’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the Charity or to cease operations, or have no realistic alternative but to do so.

Our responsibilities for the audit of the financial statements

The trustees have elected for the financial statements to be audited in accordance with the Charities Act 2011 rather than the Companies Act 2006. Accordingly, we have been appointed as auditor under section 144* of the Charities Act 2011 and report in accordance with regulations made under section 154 of that Act.

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

As part of an audit in accordance with ISAs (UK), we exercise professional judgement and maintain professional scepticism throughout the audit. We also:

• Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, design and perform audit procedures responsive to those risks, and obtain audit evidence that is sufficient and appropriate to provide a basis for our opinion. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control.

• Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the institute’s internal control.

• Evaluate the appropriateness of accounting policies used and the reasonableness of accounting estimates and related disclosures made by the directors.

• Conclude on the appropriateness of the directors’ use of the going concern basis of accounting and, based on the audit evidence obtained, whether a material uncertainty exists related to events or conditions that may cast significant doubt on the institute’s ability to continue as a going concern. If we conclude that a material uncertainty exists, we are required to draw attention in our auditor’s report to the related disclosures in the financial statements or, if such disclosures are inadequate, to modify our opinion. Our conclusions are based on the audit evidence obtained up to the date of our auditor’s report. However, future events or conditions may cause the institute to cease to continue as a going concern.

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• Evaluate the overall presentation, structure and content of the financial statements, including the disclosures, and whether the financial statements represent the underlying transactions and events in a manner that achieves fair presentation.

• Obtain sufficient appropriate audit evidence regarding the financial information of the entities or charities activities within the institute to express an opinion on the financial statements. We are responsible for the direction, supervision and performance of the institute audit. We remain solely responsible for our audit opinion.

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council’s website at: [www.frc.org.uk/auditorsresponsibilites]. This description forms part of our auditor’s report.

Use of our report

This report is made solely to the Charityʼs trustees, as a body, in accordance with section 144* of the Charities Act 2011 and the regulations made under section 154 of that Act. Our audit work has been undertaken so that we might state to the Charityʼs trustees those matters we are required to state to them in an auditorʼs report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the Charityʼs trustees as a body, for our audit work, for this report, or for the opinions we have formed.

06 January 2025

Andrew Millet BA MBA FCA (Senior Statutory Auditor)

For and on behalf of Millet Accountants Ltd Chartered Accountants and Statutory Auditors Beyond Aldgate Tower 2 Leman Street London, England, E1 8FA

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Acorn Community Care

(Charity Registration Number 1095207)

Statement of Financial Activities for the year ended:

31st March 2024

(incorporating the Income & Expenditure Account)

Note
Income and endowments from:
Donations and legacies
3
Charitable activities
4
Other trading activities
5
Investments
6
Total income and endowments
Expenditure on:
Raising funds
Total expenditure
7
Transfers between funds
Net movement in funds
Total funds brought forward
Total funds carried forward
Net income/(expenditure)
Charitable activities
Reconciliation of funds
Note
Income and endowments from:
Donations and legacies
3
Charitable activities
4
Other trading activities
5
Investments
6
Total income and endowments
Expenditure on:
Raising funds
Total expenditure
7
Transfers between funds
Net movement in funds
Total funds brought forward
Total funds carried forward
Net income/(expenditure)
Charitable activities
Reconciliation of funds
2024 2023
Unrestricted
Designated
Restricted
Total
funds
funds
funds
Funds
£
£
£
£
4,019
-
-
4,019
2,101,570
-
8,200
2,109,770
7,630
-
-
7,630
8,214
-
-
8,214
Unrestricted
Designated
Restricted
Total
funds
funds
funds
Funds
£
£
£
£
2,944
-
-
2,944
1,706,902
-
-
1,706,902
3,820
-
-
3,820
2,876
-
-
2,876
2,121,433
-
8,200
2,129,633
1,716,542
-
-
1,716,542
4,733
-
-
4,733
1,965,265
46,970
1,912
2,014,147
7,538
-
-
7,538
1,696,952
15,033
7,727
1,719,712
1,969,998
46,970
1,912
2,018,880
1,704,490
15,033
7,727
1,727,250
151,435
(46,970)
6,288
110,753
12,052
(15,033)
(7,727)
(10,708)
(109,282 )
115,570
(6,288 )
-
-
-
-
-
42,153
68,600
-
110,753
12,052
(15,033)
(7,727)
(10,708)
102,425
329,526
7,300
439,251
90,373
344,559
15,027
449,959
144,578
398,126
7,300
550,004
102,425
329,526
7,300
439,251

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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Acorn Community Care

(Charity Registration Number 1095207)

Balance Sheet as at: 31st March 2024
Note 2024 2023
Fixed Assets £ £
Tangible assets 103,164 67,720
Total Fixed Assets 12 103,164 67,720
Current Assets
Cash at bank and in hand 13 585,245 472,092
Debtors & prepayments 14 76,257 75,673
Total Current Assets 661,502 547,765
Current Liabilities: Amounts falling due Current Liabilities: Amounts falling due
within one year
Creditors and accruals 15 178,687 130,126
Net Current Assets/(Liabilities) 482,815 417,639
Current Liabilities: Amounts falling due Current Liabilities: Amounts falling due
after more than one year
Creditors and accruals 15 35,975 46,108
Net Assets/(Liabilities) 550,004 439,251
Funds of the Charity 16
Unrestricted Funds (General) 144,578 102,425
Unrestricted Funds (Designated) 398,126 329,526
Restricted Funds 7,300 7,300
Total Funds Carried Forward 16 550,004 439,251

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2024.

The members have not deposited notice, pursuant to Section 476 of the Companies Act 2006 requiring an audit of these financial statements.

The directors (trustees) acknowledge their responsibilities for:

i) ensuring the company keeps accounting records which comply with Sections 386 and 387 of the Companies Act 2006; and

ii) preparing financial statements which give a true and fair view of the state of affairs of the company at the end of each financial year and of its profit and loss for each financial year in accordance with the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far as applicable to the company.

These financial statements have been audited under the requirements of Section 144 of the Charities Act 2011.

The financial statements have been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies and with the Financial Reporting Standard FRS102.

The financial statements were approved by the trustees and signed on their behalf by:

Signed by:
~~[nil Susan. Hollidaw~~
06 January 2025
~~[nil Susan. Hollidaw~~
R Holliday, chair Date
Signed by: 06 January 2025
18A2F748C3504F9...
T Bell, trustee Date

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Acorn Community Care

(Charity Registration Number 1095207)

Statement of Cash Flows for the year ending:
31st March
Note
2024
£
Cash used in operating activities
18
169,092
Cash flows from investing activities
Interest income
8,214
Proceeds from sale of tangible fixed assets
-
Purchase of tangible fixed assets
(64,153 )
Cash provided by (used in) investing activities
(55,939)
Cash used in financing activities
-
Increase (decrease) in cash and cash equivalents in the year
113,153
Cash and cash equivalents at the beginning of the year
472,092
Total cash and cash equivalents at the end of the year
585,245
2024
2023
£
50,748
2,876
-
(55,666 )
(52,790)
-
(2,042 )
474,134
472,092

All of the cash flows are derived from continuing operations during the above two periods.

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Acorn Community Care

(Charity Registration Number 1095207)

Notes to the accounts for the year ended:

31st March 2024

1 Basis of preparation

The financial statements have been prepared in accordance with 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) (effective 1st January 2015) - (Charities SORP (FRS 102), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

In preparing the accounts, the trustees have considered whether in applying the accounting policies required by FRS 102 and the Charities SORP FRS 102 the restatement of comparative items was required. No restatement was required, therefore no reconciliation of adjustments on transition to FRS 102 in 2016/17 was required.

The charity constitutes a public benefit entity as defined by FRS 102.

The trustees are confident that the charitable company will be able to meet its liabilities as they fall due in the forthcoming year. Accordingly, these accounts have been prepared on a going concern basis.

2 Accounting policies

Income and endowments

Recognition of income

These are included in the Statement of Financial Activities (SoFA) when:

Offsetting

There has been no offsetting of assets and liabilities, or income and expenses, unless required or permitted by the FRS 102 SORP or FRS 102.

Grants and donations

Grants and donations are only included in the SoFA when the charity has evidence of entitlement to the resources and receipt is probable.

Income from Government

The charity has received income from the government in the reporting period.

Contractual income and performance related grants

In the case of contractual income and performance related grants, income is only recognised once the charity has provided the specified services or performance related conditions.

Volunteer help

The value of any voluntary help received is not included in the accounts but is described in the Trustees' Annual Report.

Investment income

This is included in the accounts when receipt is probable and the amount receivable can be measured reliably.

13

Docusign Envelope ID: F74E4A8E-FFD8-4315-AD03-3F0BEE13A2A1Docusign Envelope ID: 2F8A1F4D-5470-4F4B-9173-7BD98DAF04E7

Acorn Community Care

(Charity Registration Number 1095207)

Notes to the accounts for the year ended:

31st March 2024

Expenditure and Liabilities

Expenditure

Raising funds

Cost of raising funds comprise those costs associated with attracting voluntary income and staging fundraising events.

Charitable activities

Charitable activities expenditure comprises those costs incurred by the charity in the delivery of its activities and services. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Liability recognition

Liabilities are recognised where it is more likely than not that there is a legal or constructive obligation committing the charity to pay out resources and the amount of the obligation can be measured with reasonable certainty.

Redundancy cost

The charity made no redundancy payments during the reporting period.

Assets

Tangible fixed assets for use by the charity

These are capitalised if they can be used for more than one year and cost at least £500 each (increased September 2019 to £1,000). They are valued at cost or, if gifted, at the value to the charity on receipt, less depreciation. Depreciation is provided at rates to write off the cost of the asset over the useful economic life of that asset as follows;

Equipment & Machinery - over each assets useful life of 2-10 years Fixture & Fittings - over each assets useful life of 2-10 years Vehicles - over assets life of 4 years

Taxation

The company is a registered charity and is exempt from corporation tax on its charitable activities.

Leases

The company enters into an annual lease agreement for the building which is fully paid each year.

In 2019/20 the company entered into a lease agreement for two company cars with a 36 month term to October 2022. The leased car payments are recognised as an expense in the profit or loss over the lease term on a straightline basis. These were replaced in October 2022 with one company car on a new lease agreement to October 2025 and the other under a new hire purchase agreement.

Hire purchase and leasing commitments

In 2019/20 the company entered into a hire purchase contract to acquire a pool transporter vehicle until November 2023. This agreement ended in January 2022 when the vehicle was sold. A new hire purchase agreement was entered into January 2022 for a new transporter vehicle until January 2026. Also, as noted above one of the two company cars has been replaced with a hire purchase contract in October 2022. Assets obtained under hire purchase contracts or finance leases are capitalised in the balance sheet. Those held under hire purchase contracts are depreciated over their estimated useful lives.

The interest element of these obligations is charged to profit or loss over the relevant period. The capital element of the future payments is treated as a liability.

Fund accounting

Unrestricted funds are funds which are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.

Designated funds are unrestricted funds earmarked by trustees for particular purposes.

Restricted funds are funds which can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor.

Financial instruments

The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their amortised cost using the effective interest method. However all the financial instruments are payable or receivable within one year and are therefore measured at the undiscounted amount of the cash expected to be paid or received.

14

Docusign Envelope ID: F74E4A8E-FFD8-4315-AD03-3F0BEE13A2A1Docusign Envelope ID: 2F8A1F4D-5470-4F4B-9173-7BD98DAF04E7

Acorn Community Care

(Charity Registration Number 1095207)

Notes to the accounts for the year ended: Notes to the accounts for the year ended: 31st March 2024 31st March 2024
3 Donations and legacies
Unrestricted Restricted Total Unrestricted Restricted Total
funds funds 2024 funds funds 2023
£ £ £ £ £ £
Voluntary grants
Grants supporting core 500 - 500 - - -
Voluntary donations
General donations & Gift Aid 3,519 - 3,519 2,944 - 2,944
4,019 - 4,019 2,944 - 2,944
4 Charitable activities
Fees for Day Services 512,004 - 512,004 425,189 - 425,189
Fees for Supported Living 1,427,628 - 1,427,628 1,187,964 - 1,187,964
Supported Living rent contributions 57,125 - 57,125 27,371 - 27,371
Farmhouse rents 39,676 - 39,676 33,889 - 33,889
NYC Market supplement grant 11,301 - 11,301 5,804 - 5,804
ESFA Apprenticeship incentive - - 4,500 - 4,500
Toilet upgrade(Norton Town Council grant) - 750 750 - - -
Wear it together project(Malton - 250 250 - - -
Town Council grant)
Chicken Coop project(Lions Club) - 500 500 - - -
Defibrilator project(Rotary Club & - 1,500 1,500 - - -
Charles Ruddock Trust) - - -
Potter Hill project(Rotary Club) - 5,200 5,200 - - -
NYC sustainability application 11,836 - 11,836 - - -
Service user reimbursement 40,607 - 40,607 20,446 - 20,446
Other/Sundry income 1,393 - 1,393 1,739 - 1,739
2,101,570 8,200 2,109,770 1,706,902 - 1,706,902
5 Other trading activities
Fundraising events 7,630 - 7,630 3,820 - 3,820
7,630 - 7,630 3,820 - 3,820
6 Investments
Bank interest received 8,214 - 8,214 2,876 - 2,876
8,214 - 8,214 2,876 - 2,876
Total income 2,121,433 8,200 2,129,633 1,716,542 - 1,716,542
Within charitable activities above is income Unrestricted Restricted Total Unrestricted Restricted Total
from the Government from; funds funds 2024 funds funds 2023
£ £ £ £ £ £
City of York Council 180,126 - 180,126 69,596 - 69,596
NHS Humber & Yorkshire ICB 191,184 - 191,184 171,928 - 171,928
NYCC Homecare contract 1,376,626 - 1,376,626 1,196,510 - 1,196,510
1,747,936 - 1,747,936 1,438,034 - 1,438,034
All of the above sources of government income represent fees for services provided by the charity.
Plus grant income of: £ £ £ £ £ £
NYCC Market supplement grant 11,301 - 11,301 5,804 - 5,804
ESFA Apprenticeship incentive - - - 4,500 - 4,500
Malton Town Council - 250 250 - - -
Norton Town Council - 750 750 - - -
11,301 1,000 12,301 10,304 - 10,304

15

Docusign Envelope ID: F74E4A8E-FFD8-4315-AD03-3F0BEE13A2A1Docusign Envelope ID: 2F8A1F4D-5470-4F4B-9173-7BD98DAF04E7

Acorn Community Care

(Charity Registration Number 1095207)

Notes to the accounts for the year ended:

31st March 2024

7 Total expenditure

Total expenditure
Analysed by activity
Raising funds
Fundraising & open days
Charitable activities
Salaries
Vehicle costs
Depreciation
Governance costs
VAT disallowed
Sundry expenditure
Total expenditure
HP finance costs
Service user reimbursement
Premises costs SL rents
Other staff costs
Staff costs
Direct costs
Office costs
Health Scheme
Premises costs
Activity costs
Subscriptions
Health & Safety
Grant funded project spend
Service user costs/outings
Designated
funds
Restricted
funds
Unrestricted funds
Core
Day
Supported
Total
Power
Grant
Total
Total
Services
Living
Supply &
Spend
2024
2023
treatment
plant
£
£
£
£
£
£
£
£
4,733
-
-
4,733
-
-
4,733
7,538
-
411,896
1,086,921
1,498,817
-
-
1,498,817
1,290,821
-
2,004
8,699
10,703
-
-
10,703
19,403
-
4,694
17,783
22,477
-
-
22,477
18,007
-
43,697
209
43,906
-
-
43,906
45,244
-
588
4,620
5,208
-
-
5,208
4,335
-
2,224
7,856
10,080
-
-
10,080
12,934
-
271
1,507
1,778
-
-
1,778
6,546
-
-
-
-
-
1,912
1,912
-
-
7,522
28,696
36,218
-
-
36,218
32,088
-
31,822
121,433
153,255
46,970
-
200,225
144,074
-
-
47,440
47,440
-
-
47,440
38,444
-
5,859
22,196
28,055
-
-
28,055
29,148
-
748
2,831
3,579
-
-
3,579
1,970
374
12,860
15,475
28,709
-
-
28,709
27,417
-
1,990
7,537
9,527
-
-
9,527
11,051
-
5,060
19,168
24,228
-
-
24,228
22,087
-
-
40,581
40,581
-
-
40,581
16,143
704
-
-
704
-
-
704
-
1,078
531,235
1,432,952
1,965,265
46,970
1,912
2,014,147
1,719,712
5,811
531,235
1,432,952
1,969,998
46,970
1,912
2,018,880
1,727,250

Wherever possible, costs are allocated directly to the activity. The Salaries costs include the apportioned share of the Key Management staff and central finance/admin totalling £290,095 (2023: £237,782) based on time spent managing and administering each of the charities services. The Office costs and Governance costs are allocated based on the turnover of each service as this is an indicator of the volume of administrative workload. The Premises costs (excluding buildings renovation costs) are allocated according to the time spent on premises and the Vehicles costs are allocated according to service usage.

Governance costs comprise the Audit fee and Legal & Professional fees.

8 Net income/(expenditure) for the year Total Total
2024 2023
This is stated after charging: £ £
Depreciation 28,709 27,417
Audit fee 6,000 4,039
Accountancy Services in year 18,318 14,690

9 Trustee remuneration and expenses

No trustees, nor any persons connected with them, have received any remuneration from the charity during the year. No trustees received any out of pocket expenses during the year (2023: £43.70)

No trustees have received any other benefits from the charity during the year.

16

Docusign Envelope ID: F74E4A8E-FFD8-4315-AD03-3F0BEE13A2A1Docusign Envelope ID: 2F8A1F4D-5470-4F4B-9173-7BD98DAF04E7

Acorn Community Care

(Charity Registration Number 1095207)

Notes to the accounts for the year ended:

31st March 2024

10 Staff costs and emoluments
Gross salaries
Employers National Insurance
Pension Contributions
Average monthly head count of staff employed
Other employee benefits
2024
£
1,333,931
118,332
46,554
26,175
1,498,817
44
2023
£
1,154,111
110,829
25,881
20,076
1,290,821
40

No employee received remuneration in excess of £60,000 (2023: Nil)

The total employee benefits of the key management personnel of the charity were £218,532 (2023: £189,169).

11 Defined contribution pension scheme

The charity operates a defined contribution scheme. The pension cost charge for the year represents contributions payable by the charity to the scheme and amounted to £46,554. The March employer contributions of £4,217 were outstanding at the end of the year and collected by direct debit in April 2024.

The employer pension cost is allocated between the charitable activities in line with the allocation of the corresponding staff salaries.

12 Fixed assets

12 Fixed assets
Additions in year
Disposals in year
Prior depreciation on disposal
13 Cash and cash equivalents
CAF Bank current account
CAF Gold deposit account
Virgin Money
Charity Bank
Hampshire Trust Bank
Soldo
At 31st March 2024
Depreciation
Tangible fixed assets
Cost or valuation
At 1st April 2023
At 31st March 2023
At 31st March 2024
Net Book Value
At 31st March 2024
At 1st April 2023
Charge for the year
£
78,550
64,153
-
Plant, Vehicles
& Equipment
£
71,723
-
-
71,723
£
23,108
17,931
-
41,039
£
30,684
48,615
2024
£
38,298
371,113
-
86,103
89,014
717
585,245
Assets under HP
agreements
Total
£
150,273
64,153
-
142,703 214,426
£
59,445
10,778
-
£
82,553
28,709
-
70,223 111,262
£ £
72,480 103,164
19,105 67,720
2023
£
185,818
110,047
4
85,000
85,829
5,394
472,092

17

Docusign Envelope ID: F74E4A8E-FFD8-4315-AD03-3F0BEE13A2A1Docusign Envelope ID: 2F8A1F4D-5470-4F4B-9173-7BD98DAF04E7

Acorn Community Care

(Charity Registration Number 1095207)

Notes to the accounts for the year ended:

31st March 2024

14
15
**16 **
Debtors and prepayments
2024
£
34,703
15,675
21,925
Other
3,954
76,257
Creditors and accruals
2024
£
Accounts payable
4,772
Payments received on account for contracts or performance related grants
105,457
Taxation
28,132
Accruals
30,193
Hire Purchase agreements
10,133
178,687
£
Hire Purchase agreements
35,975
35,975
Movement of funds
16.1 Movement of major funds
2024
Balance
Incoming
Outgoing
b/fwd
resources
resources
Transfers
£
£
£
£
329,526
-
46,970
115,570
102,425
2,121,433
1,969,998
(109,282)
431,951
2,121,433
2,016,968
6,288
7,300
-
-
-
-
750
750
-
-
250
584
334
Chicken Coop project(Lions Club)
-
500
578
78
-
1,500
-
(1,500 )
Potter Hill project(Rotary Club)
-
5,200
-
(5,200 )
7,300
8,200
1,912
(6,288 )
Total Funds
439,251
2,129,633
2,018,880
-
Transfers between funds 2024
From
To
Reason
Unrestricted
Designated
General
Unrestricted
Restricted
General
Restricted
Unrestricted
General
Restricted Funds
Gannett Foundation
To increase the designated provisions as listed below under
note 17.2
Designated funds
Analysis of creditors falling due within one year
Unrestricted funds
Accrued Income
To make up the shortfall in spending on the Wear it together
project and Chicken Coop project
General unrestricted funds
Fund name
Analysis of creditors falling due after more than one year
Defibrilator project(Rotary Club &
Charles Ruddock Trust)
Toilet upgrade(Norton Town Council grant)
Town Council grant)
Wear it together project(Malton
To transfer the value of fixed assets where the asset has
been purchased from a restricted fund donation
Trade Debtors
Prepayments
2023
£
55,267
2,599
14,131
3,676
75,673
2023
£
9,939
84,323
5,188
20,543
10,133
130,126
£
46,108
46,108
Balance
c/fwd
£
398,126
144,578
542,704
7,300
-
-
-
-
-
7,300
550,004
Amount £
115,570
412
6,700

18

Docusign Envelope ID: F74E4A8E-FFD8-4315-AD03-3F0BEE13A2A1Docusign Envelope ID: 2F8A1F4D-5470-4F4B-9173-7BD98DAF04E7

Acorn Community Care

(Charity Registration Number 1095207)

Notes to the accounts for the year ended:

31st March 2024

16.1 Movement of major funds continued…..

2023
NYCC WRRF
Total Funds
Designated funds
Restricted Funds
Gannett Foundation
Fund Name
Unrestricted Funds
General Unrestricted funds
Balance
b/fwd
£
344,559
90,373
Incoming
resources
£
-
1,716,542
Outgoing
resources
£
15,033
1,704,490
Transfers
£
-
-
-
-
-
-
-
Balance
c/fwd
£
329,526
102,425
434,932 1,716,542 1,719,523 431,951
7,300
7,727
-
-
-
7,727
7,300
-
15,027 - 7,727 7,300
449,959 1,716,542 1,727,250 439,251

16.2 Details of Funds Held

Designated Funds

Designated funds have been set aside to cover;

  1. A redundancy/wind down provision of £232,006. This has been increased this year by £20,848 mainly due to an updated calculation of the required redundancy provision based on current staff in service plus additional provision made for contract obligations in the event of closure.

  2. A fund of £50,000 to complete the housing project at 41 Potter Hill, Pickering.

  3. A provision to fund the pay rise for 2024/25 of £20,000.

  4. A provision of £18,000 for Barton Cottage, an old large house being converted into new living premises.

  5. A new resilience contingency of £78,120 to enable the charity to retain staff for a short period in the event of a sudden loss of contract.

Unrestricted Funds (General)

The General fund is unrestricted and available for the general running of Acorn Community Care.

Restricted Funds

The restricted funds are only available for the purposes specified for each fund, which are:

Gannett Foundation - reflects a grant to provide a walk in cold room for the new farm shop development. Toilet upgrade - this was supported by a grant from Norton Town Council and has been completed in year. Wear it together project - supported by Malton Town Council to provide logo embroidered fleeces.

Chicken Coop project - supported by the Lions Club to purchase materials to build a chicken coop and 25 chickens. Defibrilator project - puchase of a defibrilator using funds from the Rotary Club and the Charles Ruddock Trust. This has been spent in year and capitalised as a fixed asset, hence the transfer of funds to unrestricted to cover the depreciation charge over 4 years.

Potter Hill project - reflects the refurbishment of a new housing project - 41 Potter Hill, Pickering. The Rotary Club have contributed £5,200 towards this project. As these costs are being capitalised there is a transfer of funds to unrestricted to cover future depreciation once the project is fully completed.

NYCC WRRF - Workforce Recruitment and Retention Fund, supporting the provision of free private healthcare cover with Aviva Health for 12 months. This ended in 2023 with the cost of the health scheme now being supported by unrestricted core funds.

19

Docusign Envelope ID: F74E4A8E-FFD8-4315-AD03-3F0BEE13A2A1Docusign Envelope ID: 2F8A1F4D-5470-4F4B-9173-7BD98DAF04E7

Acorn Community Care

(Charity Registration Number 1095207)

Notes to the accounts for the year ended:

31st March 2024

17 Net assets between funds
Unrestricted
Funds
£
103,164
61,309
(19,895 )
144,578
£
67,720
51,167
(16,462 )
102,425
Fixed assets
Current assets
Current liabilities
Balances at 31st March 2024
Balances at 31st March 2023
Fixed assets
Current assets
Current liabilities
17 Net assets between funds
Unrestricted
Funds
£
103,164
61,309
(19,895 )
144,578
£
67,720
51,167
(16,462 )
102,425
Fixed assets
Current assets
Current liabilities
Balances at 31st March 2024
Balances at 31st March 2023
Fixed assets
Current assets
Current liabilities
Designated
Funds
£
-
589,386
(191,260 )
Restricted
Funds
£
-
10,807
(3,507 )
7,300
£
-
10,763
(3,463 )
7,300
Total
£
103,164
661,502
(214,662 )
144,578 398,126 550,004
£
67,720
51,167
(16,462 )
£
-
485,835
(156,309 )
£
67,720
547,765
(176,234 )
102,425 329,526 439,251

18 Reconciliation of net movement in funds to net cash flow from operating activities

Net movement in funds
Add back depreciation charge
Deduct interest income shown in investing activities
Decrease (increase) in debtors
Increase (decrease) in creditors
Net cash used in operating activities
Total
2024
£
110,753
28,709
(8,214 )
(584 )
38,428
169,092
Total
2023
£
(10,708 )
27,417
(2,876 )
(6,803 )
43,718
50,748

19 Lease commitments

The farm rent lease charge recognised as an expense during the year was £27,063 (2023: £27,063). The charity is currently in renegotiation as part of the right to renewal under the business lease arrangement. The new contract is expected to be signed this year for a further 10 years.

There are two hire purchase agreements in place for company vehicles. The Ford Tourneo has an end date of January 2026 and the Audi Q4 has an end date of October 2026. The total of future minimum lease payments at the end of the reporting period is;

£

not later than one year
10,133

later than one year and not later than five years
35,975
later than five years
-

The corresponding future interest, which is charged as an expense each year is;

£

not later than one year
3,579

later than one year and not later than five years
5,052
later than five years
-

20

Docusign Envelope ID: F74E4A8E-FFD8-4315-AD03-3F0BEE13A2A1Docusign Envelope ID: 2F8A1F4D-5470-4F4B-9173-7BD98DAF04E7

Acorn Community Care

(Charity Registration Number 1095207)

Notes to the accounts for the year ended:

31st March 2024

19 Lease commitments continued….

The lease of company cars recognised as an expense during the year was £11,297 (2023: £13,080). This comprises one company vehicle for which the charity is committed to until October 2025. The other company car has been replaced by a HP agreement noted above. The total of future minimum lease payments at the end of the reporting period is;

£ not later than one year 11,297 later than one year and not later than five years 7,866 later than five years -

20 Transactions with connected parties

Payments totalling £13,184 (2023: £7,920) have been paid to David Worth, father-in-law to Dave Holden, a member of the Senior Management Team. This was for electrical work conducted at market rates, undertaken over the course of the year. There were no outstanding amounts due at the year end.

A total aggregate salary amount of £423,260 (2023: £334,700) was paid to staff members who are related to the trustees and senior management team. This comprised 10 staff members (2023: 8).

21 Contingent Liabilities

The charity has no contingent liabilities at 31 March 2024 (2023: None).

22 Control

In the opinion of the trustees, no one party controlled the company in the year.

21