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2021-03-31-accounts

Registered company number 06217626 Registered charity number 1122831

TRUSTEES’ REPORT AND FINANCIAL STATEMENTS iw wf FOR THE YEAR ENDED 31 MARCH 2021

Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

Contents

Report of the trustees 3
Statement of trustees responsibilities 17
Independent examiner’s report 18
Statement of financial activities
(incorporating an income and expenditure account) 19
Balance sheet 20
Principal accounting policies 21
Notes to the financial statements 23

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

Report of the trustees

Reflection on the year

2020/21 has been extremely busy and challenging for us at Acacia as we navigated delivery of services against a backdrop of COVID and multiple lockdowns and social restrictions. Our amazing staff and volunteers very quickly adapted our services to ensure we could continue to support families; their resilience and creativity was inspiring.

It meant that we were still able to support over 500 families at a very difficult time. This report shows how we have succeeded in continuing to make a difference and deliver fantastic outcomes for our families. What makes Acacia special is the ethos of kindness, combined with a professionalism that has enabled us to develop a reputation as specialists in the field both locally and nationally.

As we moved all of our services online and to telephone support, this ethos of kindness and love was never lost. In fact, it only got stronger. Going the extra mile time and time again for pregnant mothers and new parents with mental health issues, our team offered the hand of friendship, love and kindness at a time when it was never more needed. We have learnt so much from the previous 12 months.

We work with inspirational families, whose lived experiences and stories of courage and hope inspire us to do more and be the very best that we can be. I am so proud of what the team have achieved this year and I thank you for your support. We look forward to helping more families flourish over the next 12 months.

Georgina Dean

Chair of the board of trustees

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

Charitable objectives and activities

The objects of the charity as set out in the charity’s governing document, the Articles and Memorandum of Association, are:

Public benefit

The Trustees confirm that they have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing the Charity’s aims and objectives and in planning future activities.

Why do we exist?

During the year and after consultation with key stakeholders our vision, mission and strategic objectives were agreed as:

Our vision

Acacia seeks a world where every family affected by pre- or post-natal mental illness receives timely and effective support close to home.

Our mission

To improve the lives of mothers and families affected by pre and postnatal depression (PND) and anxiety.

Acacia is a volunteer led, user-led Christian charity and our work is underpinned by the Christian faith.

Our services are free and open to families of all faiths or none. We welcome contributions from those with differing faiths, abilities and backgrounds in working and volunteering for Acacia.

During the year, staff and trustees contributed to the development of our five-year strategic plan (2017-2022). The plan is built around three themes:

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

From these themes we have developed the following strategic aims.

The plan develops these aims and identifies specific objectives and time scales for achieving these goals and ensuring Acacia’s continued success.

Our Christian values and what they mean to us

Acacia is built on a strong Christian foundation. We enable people to flourish by experiencing and responding to the love of God which inspires and challenges us to trust steadily, hope unswervingly and love unconditionally. We place equal value on every individual; welcoming people of all faiths and of none. We aim to create supportive, inclusive and energising communities where parents and families can belong, be valued, contribute and thrive.

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

The pandemic has worsened perinatal mental health for pregnant women and new parents

Up to 20% of women develop a mental health condition at some point during pregnancy or in the first year following birth.

The pandemic has made this worse. For pregnant mothers and new parents, national lockdowns and social distancing means supportive friends, family and parent-baby groups disappeared and intensified feelings of stress, anxiety, loneliness and isolation. Research by University College London suggests that rates of postnatal depression almost doubled during the first lockdown to 47.5% of those with a baby aged six months or younger.

Not a lot of people saw me pregnant. My partner was not able to go to scans, I felt for him that he was missing out. I ended up having to stay in hospital for a few days and everything happened very quickly and my partner wasn’t there for a lot of it. When I was getting certain bits of news, it was difficult to digest that and hear that on my own.

As well as feeling like you’re now a prisoner in your own home, I definitely felt more trapped than ever, it was suffocating.

I was expecting to be able to take her out and do social things, and have support from family and friends. It was that thing of being on your own at home. I felt very alone. Because I was expecting to be able to go to coffee mornings and baby classes. And then when we were allowed to go out, I didn’t know what I was doing. I didn’t have any confidence in safely taking a child out for the day.

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

Adapting our services during the Covid-19 pandemic

All of our face-to-face services, centres and home-visiting services had to be immediately closed when UK lockdown was first announced in March 2020. We are extremely proud of the way our volunteers, staff and trustees worked together to quickly adapt our services and move to online and telephone support.

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One-to-one
telephone
support
Facilitated Zoom based
signposting onto CBT group
other services support
Specialist Five
support workers moderated
for young people WhatsApp
(up to 24 yrs), peer support
dads/partners groups based
and BAME on geography
communities and age
Online
resources,
‘Acacia stay at
Hand
home’ guide and
delivered care
free online yoga
packages
and parent and
baby music
classes
Group
Walk
meet-ups
and talks
in the park
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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

Who accessed our support in 2020-2021?

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554
families were
supported by
Acacia during
the year
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Referrals

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79 % 83 %
30 24 % 37 % of mothers of mothers
years was the average age under 25 of mothers were years old were mothers from minority ethnic backgrounds [3] entering the service had to severe moderate entering the service had severe anxietymoderate to [4]
depression
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  1. Health visitors, midwives and GPs / 2. Family support workers, Forward Thinking Birmingham, specialist perinatal mental health teams 3. The largest minority ethnic groups were Pakistani and Caribbean / 4. Based on 2 IAPT and NICE recommended clinical tools for measuring depression and anxiety: PHQ-9 and GAD-7 questionnaires

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

Last year we saw the highest rates of recovery for families accessing our support

of women 86% had reduced depression

felt they’d been 97% treated with respect and dignity

of women 89% had reduced 80% anxiety would recommend 96% Acacia to 96+% friends and family

of women had reduced depression and anxiety

of users felt Acacia’s support had helped them to feel:

Our impact is in line with the expected standard of recovery for NHS statutory mental health services.

Acacia is a voluntary sector organisation, relying heavily on a volunteer workforce. Staff and volunteers are not clinically trained, nor are they delivering a clinical service. Yet, Acacia’s services are having an impact which is equivalent to the national standard for recovery set by the NHS IAPT (Improving Access to Psychological Therapies) service. This demonstrates the quality of support, as well as the value for money provided by Acacia.

In more detail...

Four key messages were identified from interviews with service users. Mums said they:

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

New developments during the year

As a well-established leader in the field of third sector perinatal mental health care, we believe good quality, local, grassroots perinatal mental health services should be available to everyone. During the year, our work towards achieving this vision included:

Working alongside two other perinatal mental health charities, Bluebell (South West) and Smile (North West), we have developed a national partnership that aims to connect and support community-led perinatal mental health services across England. We have created an online digital map of safe, good quality grassroots services across England.

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

Our services are delivered by an incredible team of over 50 volunteers

During the year, due to Covid-19, our volunteering programme looked very different, however we worked very hard to develop new volunteering opportunities, keep volunteers connected to each other, offer training opportunities and show volunteers how valued they are.

Our 2020 volunteer survey showed that during the pandemic:

In 2020, our volunteers received recognition for their work by receiving a Queen’s Award for Voluntary Service. This award is the MBE for voluntary groups.

The Queen’s Award for Voluntary Service

Due to Covid restrictions, and the nature of my role within Acacia (crèche work), I have been unable to do much. However, the Acacia team have continued to make me feel involved and part of the team.

Acacia volunteer

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

How do we make sure that our services are open to all people?

Equality of opportunity and the promotion of diversity are central to Acacia’s mission. We were established to help redress the stigma and discrimination that mothers and fathers with mental health problems face. Our commitment to this guides our whole organisation: from our board, through our policies, staff and volunteers, into our services and providing equal access for our beneficiaries. We want our projects to be open to as wide a range of people as possible and as such, we have deliberately tried to help the most marginalised parents overcome the extra challenges they face in the following ways:

How do we ensure our services are safe?

Acacia has a strong clinical governance structure to ensure effective quality and risk management and facilitating safe practice. At its core is a quality management system which incorporates comprehensive policies, processes, document control and incident reporting. Our service development and delivery is overseen by an Operational Management Team made up of our two Directors and our senior clinical staff (Locality Managers). Our Locality Managers all receive ongoing external clinical supervision, both individual and group supervision, including case review. In turn our Locality Managers provide supervision to their staff and volunteers. Our Operational Management Team also forms, together with the Operations Director, our Safeguarding Team. All the Locality Managers are Safeguarding Deputy’s for their locality reporting to the Ops Director as safeguarding lead.

Together with our robust DBS procedure for all staff and volunteers, our clinical governance system ensures that we deliver safe, outcomes driven services which are of consistently high quality, manage risk effectively, and reflect best practice.

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

Funding and fundraising

We are extremely grateful to all our funders who continued to support us during this most challenging of years. Our very small fundraising team worked tirelessly to ensure that despite the pandemic and the changes to charitable giving and donations, we were able to successfully raise funds from a variety of existing and new funding streams. During the year, one of our longest and largest grants (The Community Fund’s Reaching Communities Grant) ended however we were able to access a significant percentage (22%) of funds from emergency Covid-19 grants.

Financial summary

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6 %
18 %
22 %
Income
17 % £528,455
37 %
12 %
Expenditure
£424,582
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Community fundraising

Covid-19 Support

NHS contracts

Restricted income – grants Unrestricted income – grants

Fundraising, support and governance costs

Direct charitable activities

phenomenal really.

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make you feel positive.

Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

Future plans

In many ways, the pandemic has presented an opportunity for Acacia to show what we do best, keeping families’ needs at the centre of our focus, leading us to explore new service models and the constant development and expansion of our repertoire to meet the needs head on. As a well-established leader in the field of third sector mental health perinatal care, we are also marking out a national presence and have much to offer in terms of supporting smaller grassroots organisations, extending our service delivery beyond Birmingham. This includes a stronger focus on our web presence. We have significantly expanded our provision of website based information and resources, not only for Birmingham residents but for families who are struggling across the country. The pressure on all charities in the coming year will be even greater as competition for funding from all sources is greater than we have ever experienced. Despite this, we move forward confidently and with your help and support we can together achieve our vision of “a world where every family affected by pre or postnatal mental illness receives timely and effective support close to home.”

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

Reserves policy 2021

The calculation of the required level of reserves is an integral part of

Acacia’s planning, budget and forecast cycle. It considers:

During the year, the Trustees have reviewed their reserves policy as follows:

• Reserves are maintained at a level which ensures that at least 3-6 months of the organisation's core activity could continue during a period of unforeseen difficulty.

This policy will be reviewed annually or more frequently if necessary.

Acacia’s un-restricted reserves at the end of the year amount to £368,775 and from this Trustees have designated £152,037 to cover the following costs:

Redundancy costs £46,787 Dilapidation costs £3,000 Rental commitments £2,250 Designated project costs £100,000 Total £152,037*

Taking off our Fixed Assets of £19,160 means that Acacia’s non-designated free reserves are therefore £197,578 for the year being reported representing approximately 7.6 months budgeted ‘core activity’

running costs for 2021/22. Trustees recognise that a continuous process of fundraising is required to ensure that reserves can be maintained at a level that is in line with the reserves policy and reflects the organisations continued desire to increase service delivery and activity. They regularly informally review the level of reserves during the year and feel it prudent to maintain at a slightly higher level at present given the current economic climate, increased competition for funding and continued high demand for our services.

Risk assessment

The Trustees are constantly aware of risk and are fully aware of their responsibilities. The ongoing expansion of the charitable company’s work, proposed major developments and continuing developments with government initiatives, all contribute to the need to be vigilant in identifying and managing risk. The trustees are committed to working with the senior leadership team in reviewing and updating all written policies and procedures on a regular basis. Risks associated with mental health and child protection are closely monitored and procedures are in place should these arise. All employees, voluntary workers and trustees have a DBS check in line with our DBS policy.

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

Structure, governance and management

Governing document

Acacia Family Support Limited is a company limited by guarantee (No. 06217626) and a registered charity (No. 1122831) governed by its Memorandum and Articles of Association.

Appointment of trustees, induction & training

New Trustees are appointed by invitation to join the Board given that they have the necessary skills and experience to contribute to the charitable company’s activities and to be able to discharge their obligations as Trustees. The chair and another trustee meet with new trustees to discuss their skills and experience and the contribution they can make to the charitable company. Induction for all new trustees includes meeting senior members of staff and discussing with them their respective roles in the organisation and meeting local members of support staff. Arrangements are made for trustees to visit the local operational centers and meet and talk with volunteers and service users if appropriate. Training days for trustees are held at least annually together with individual trustee training as requested or appropriate. The Company secretary is charged with keeping Trustees up to date with the requirements needed to fulfil their responsibilities.

Reference and administrative information

Trustees

Ms G Dean – Chair Ms R Gregory – Vice-Chair Mr D Spooner Mr D Knott Ms H Bowen Ms V Isley – resigned March 2021

Charity number

1122831

Company number

Independent examiner

Karen Hanlan Independent Examiner Limited 12 Waterloo Close Wellesbourne CV35 9JG

06217626

Registered office

5A Coleshill Street Sutton Coldfield West Midlands B72 1SD

Bankers

Unity Trust Bank plc Nine Brindley Place Birmingham B1 2HB

Approved by the Board and signed on its behalf by:

Georgina Dean, Chair of Trustees

Wednesday 24 November 2021

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

Statement of trustees’ responsibilities

The trustees are required to prepare financial statements for each financial year which give a true and fair view of the state of the affairs of the charitable company and of the surplus or deficit incurred by the charitable company for that year. In preparing those financial statements the trustees are required to:

The trustees have overall responsibility for ensuring that the charitable company has an appropriate system of controls, financial and otherwise.

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy, at any time, the financial position of the charitable company and to enable them to ensure that the financial statements comply with the Charities Act 2011.

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 and to provide reasonable assurance that:

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

Independent examiner’s report

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2021 which are set out on pages 19-33.

Responsibilities and basis of report

As the charity trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 (‘the 2006 Act’).

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity’s accounts as carried out under section 145 of the Charities Act 2011 (‘the 2011 Act’). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner’s statement

Since the Company’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales, which is one of the listed bodies.

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. Accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act; or

  2. The accounts do not accord with those records; or

  3. The accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a ‘true and fair view’ which is not a matter considered as part of an independent examination; or

  4. The accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102).

I have no concerns and have come across no matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Karen Hanlan, ACA Member of Institute of Chartered Accountants England & Wales Karen Hanlan Independent Examiner Ltd, 12 Waterloo Close, Wellesbourne, Warwickshire CV35 9JG

Wednesday 24 November 2021

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

Statement of financial activities (including an income and expenditure account)

Note
Income
Donations and legacies
1
Charitable activities
2
Investment Income – Bank interest
Total income
Expenditure
Raising funds
3
Charitable activities
3
Total expenditure
Net income and net movement in
funds for year before transfers
Transfers
Net income and net movement in
funds for year after transfers
Reconciliation of funds:
Total funds brought forward
Total funds carried forward		 Unrestricted
funds
2021
£
Restricted
funds
2021
£
Total
funds
2021
£
Total
funds
2020
£
126,110
48,700
174,810
176,860
103,701
249,533
353,234
310,493
411
-
411
990
230,222
298,233
528,455
488,343
24,926
6,853
31,779
30,080
120,206
272,597
392,803
390,081
145,132
279,450
424,582
420,161
85,090
18,783
103,873
68,182
(6,029)
6,029
-
-
79,061
24,812
103,873
68,182
289,714
18,719
308,433
240,251
368,775
43,531
412,306
308,433

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

All income and expenditure derives from continuing activities.

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

Balance sheet

Balance sheet
Note
Fixed assets
Tangible assets
5
Current assets
Debtors and prepayments
6
Cash at bank and in hand
Current liabilities
Creditors: amounts falling
due within one year
7
Net current assets
Net assets
Funds of the charity:
Restricted funds
8
Unrestricted funds
General reserves
Designated reserves
9
Total charity funds		 2021
£
2020
£
19,160
4,849
10,619
5,605
510,064
343,667
520,683
349,272
(127,537)
(45,688)
393,146
303,584
412,306
308,433
43,531
18,719
216,738
153,536
152,037
136,178
412,306
308,433

The accompanying accounting policies and notes form part of these financial statements.

Registered Company number: 06217626

For the year ended 31 March 2021 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Responsibilities of directors/trustees:

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies’ regime.

Approved by the trustees and signed on their behalf by:

Georgina Dean, Chair of Trustees

Wednesday 24 November 2021

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

Principal accounting policies

Status of the company

The charitable company is limited by guarantee and does not have share capital. The liability of members is limited to £1 per member.

The principal accounting policies adopted, judgements and key sources of estimation uncertainty in the preparation of the financial statements are as follows:

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 (FRS102)(updated 1 January 2019) – (Charities SORP (FRS102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) and the Companies Act 2006.

Acacia Family Support meets the definition of a public benefit entity under FRS102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note(s).

Going concern statement

The financial statements have been prepared on a going concern basis which assumes that the Company will continue to operate. The validity of this assumption is dependent upon the continuance of support from the Company's key grant funders and in response to the progress made by the Company in pursuing a viable budget including the obtaining of further grants and other funds. The Company's current business plan shows that the Company will be able to operate in the foreseeable future. Based on this understanding, the directors believe that it remains appropriate to prepare the financial statements on a going concern basis. The financial statements do not include any adjustments, which would result from the basis of preparation being inappropriate.

Funds

General accumulated funds are unrestricted funds available for general purposes and include funds designated for a particular purpose; the use of such funds remains at the discretion of the trustees.

Restricted funds are funds subject to conditions imposed by the donor or by specific terms of the appeal under which the funds are raised. The restrictive conditions are binding upon the Charitable Company.

Income

Items of income are recognised and included in the accounts when all of the following criteria are met:

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

Expenditure and irrecoverable VAT

Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably.

Expenditure is classified under the following activity headings:

Irrecoverable VAT is charged as a cost against the activity for which the expenditure was incurred.

Tangible fixed assets

Depreciation is provided at a rate calculated to write off the cost on a straight line basis over a period of less than the estimated useful life of the assets as follows:

Fixtures, fittings and equipment 5-10 years Computer equipment 3 years

Fixed assets are capitalised when their costs exceeds £250.

Debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid after taking account of any trade discounts due.

Cash at bank and in hand

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

Creditors and provisions

Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

Deferred income

Income is deferred when monies are received in advance relating to projects commencing after the financial year where the contract period is specified by the funder.

Taxation

As a registered charity no provision is considered necessary for taxation.

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

Pensions

The charity contributes into a Group Personal Pension Plan for employees. This pension plan is defined contribution in nature and as required under FRS102 the annual cost is recognised as incurred and included in the Statement of Financial Activities.

Notes to the financial statements

1. Donations and legacies

1. Donations and legacies
Subscriptions and donations
Unrestricted grants
Restricted grants:
Sutton Coldfield Municipal Charities
Emma’s Fund
Young People’s Project – various trusts
South Birmingham Centre – various trusts
Sutton Coldfield Town Council
Henry James Sayer – training
Richard Kilcuppe’s Charity – volunteering programme
Total		 2021
£
2020
£
30,089
29,905
96,021
91,333
126,110
121,238
13,300
13,300
200
3,722
26,500
26,600
7,700
1,500
-
10,000
500
-
500
500
48,700
55,622
174,810
176,860

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

2. Charitable activities

2. Charitable activities
Unrestricted:
NHS Birmingham Cross City Clinical Commissioning Group
NHS England – BAME Awareness
Miscellaneous income
Restricted:
Big Lottery Fund – project support 2017 to 2020
Big Lottery Fund – COVID 19 emergency funding
Big Lottery Fund – Coronavirus Community Support Fund
Forward Thinking Birmingham
The Active Well-Being Society
Hearts & Minds Partnership
Birmingham & Solihull Mental Health Foundation Trust		 2021
£
2020
£
92,901
91,021
10,800
-
-
247
103,701
91,268
12,765
152,055
49,960
-
64,942
-
50,000
50,000
2,500
-
28,072
-
41,294
17,170
249,533
219,225
353,234
310,493

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

3. Expenditure

3. Expenditure
Expenditure on charitable
activities comprises:
Salary costs
Freelance fees
Project running costs
Printing & publicity
Staff travel
Depreciation
Office costs
Premises costs
Insurance
Finance costs
Overhead recovery
Staff/Trustee training
Volunteer costs
Independent Examiners fee
Trustee meetings & expenses
Total		 Restricted
project costs
£
Direct
charitable
activity
£
Support and
governance
costs
£
2021
£
212,480
96,190
9,955
318,625
-
275
501
776
12,356
746
-
13,102
-
-
572
572
-
-
160
160
578
-
2,901
3,479
977
737
11,205
12,919
10,000
-
6,124
16,124
2,460
-
-
2,460
2,740
-
5,582
8,322
30,239
(2,460)
(19,024)
8,756
500
1,532
391
2,423
267
3,568
-
3,835
-
-
1,250
1,250
-
-
272,597
100,588
19,618
392,803

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

3. Expenditure (continued)

Expenditure on charitable
activities comprises:
Salary costs
Freelance fees
Project running costs
BLF Conference
Printing & publicity
Staff travel
Depreciation
Office costs
Premises costs
Insurance
Finance costs
Staff/Trustee training
Volunteer costs
Independent Examiners fee
Trustee meetings & expenses
Total
Costs of raising funds comprise:
Salary costs
Fundraising consultant fees
Printing, publicity & fundraising activities
Total		 Restricted
project costs
£
Direct
charitable
activity
£
Support and
governance
costs
£
2020
£
225,224
51,912
22,958
300,094
11,024
-
100
11,124
11,735
871
-
12,606
2,419
-
-
2,419
-
-
762
762
475
-
176
651
-
-
2,041
2,041
3,532
-
16,582
20,114
15,275
480
2,940
18,695
-
-
2,692
2,692
-
-
8,220
8,220
2,100
-
3,201
5,301
1,190
2,778
-
3,968
-
-
1,050
1,050
-
-
344
344
272,974
56,041
61,066
390,081
2021
£
2020
£
17,159
16,203
12,853
11,075
1,767
2,802
31,779
30,080

26

Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

4. Analysis of staff costs, trustee remuneration and expenses

Salaries
National Insurance
Pension costs
Total		 2021
£
2020
£
310,430
291,083
13,587
13,739
11,767
11,475
335,784
316,297

The Charitable Company employed the full-time equivalent of 12.67 (2020: 11.71) staff during the year.

No employees had benefits in excess of £60,000 (2020: nil). Pension costs are allocated to activities in proportion to the related staffing costs incurred.

No expenses were reimbursed to Trustees during the year. 2020 £271 was reimbursed to one Trustee for travel costs incurred in carrying out their duty as Trustee.

Trustee Indemnity Insurance is paid for by the Charity as part of its overall insurance cover.

The key management personnel of the charity comprise the trustees, the Operations Director and the Business Support Director. Trustees receive no remuneration or other benefits from the charity. The remuneration, including pension contributions, of key management personnel for the year was £59,493 (2020:£56,751).

5. Tangible fixed assets

Cost
At beginning of year
Additions
At end of year
Depreciation
At beginning of year
Charge for the year
At end of year
Net book value
At 31 March 2021
At 31 March 2020		 Fixture, fittings
and equipment
£
29,486
17,791
47,277
24,637
3,480
28,117
19,160
4,849

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

6. Debtors

Prepayments
Grants and donations receivable		 2021
£
2020
£
6,964
4,943
3,655
662
10,619
5,605

7. Creditors: amounts falling due within one year

Trade creditors
Accruals
Deferred income
Movements in deferred income are as follows:
At beginning of year
Released to income in year
Deferred in year
At end of year		 2021
£
2020
£
7,803
6,208
1,591
2,781
118,143
36,699
127,537
45,688
£
36,699
(36,699)
118,143
118,143

Deferred income relates to funding received in advance for the forthcoming financial year.

28

Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

8. Restricted funds

The income funds of the charity include restricted funds comprising the following amounts which have been applied for specific purposes:

2021
Big Lottery Fund 2018 -2020
Big Lottery Fund COVID 19
Big Lottery Fund CCSF
Emma’s Fund
Sutton Coldfield Municipal Charities
Forward Thinking Birmingham
The Active Well-Being Society
Hearts & Minds Partnership
South Birmingham Centre Funding
Young People’s Project
Sutton Coldfield Town Council
Birmingham & Solihull Mental
Health Foundation Trust
Henry J Sayer – Training
Richard Kilcuppe’s Charity
– Volunteering
Total		 Balance
at beginning
of year
£
Income
£
Expenditure
£
Transfers
£
Balance
at end
of year
£
(6,668)
12,765
(10,650)
4,553
-
-
49,960
(49,146)
-
814
-
64,942
(65,007)
65
-
18,778
200
(3,475)
-
15,503
-
13,300
(13,300)
-
-
1,654
50,000
(52,994)
1,340
-
-
2,500
(2,570)
70
-
-
28,072
(23,319)
-
4,753
-
7,700
(7,700)
-
-
-
26,500
(13,635)
-
12,865
2,500
-
(2,500)
-
-
2,455
41,294
(34,495)
-
9,254
-
500
(500)
-
-
-
500
(159)
-
341
18,719
298,233
(279,450)
6,029
43,531

Transfers relate to expenditure on capital equipment.

Big Lottery Funds including Covid-19 and Coronavirus Community Support Fund (CCSF)

Project funding by the BIG Lottery to develop and run activities linked to Acacia’s support services in South Birmingham, funding Acacia’s group work project, Helping Hands at Home project, work with Fathers, BAME perinatal mental health project, group work, volunteer programme plus replacement of laptops and printers to help staff work from home.

Emma’s Fund

Donations received from friends and family of Emma Borg, founder of Acacia, after her death in September 2018. With support from Emma’s family, the charity are developing Emma’s Gift – a new project at Acacia that will offer welcome cards and practical packs of support to all new parents referred for support.

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

Sutton Coldfield Municipal Charities

Grant towards the rental costs of the Charitable Company’s head office in Sutton Coldfield and towards the salary of the Centre Manager in Walmley.

Forward Thinking Birmingham

Project funding towards the development and running of a specialist young parents (school age to 21) pre and postnatal depression and anxiety support project.

The Active Well-Being Society

Funding towards 238 care packages delivered to Acacia families during the year.

Hearts & Minds Partnership

Funding from the Community Fund’s England-wide Partnerships Fund to develop a grassroots partnership of perinatal mental health VCS organisations.

South Birmingham Centre

Project funding to running Acacia’s services across South Birmingham.

Young Parents Project

Project funding towards the development and running of a specialist young parents (school age to 21) pre and postnatal depression support project.

Sutton Coldfield Town Council

Funding towards Acacia’s support services with the Borough of Sutton Coldfield.

Birmingham & Solihull Mental Health Foundation Trust

Funding towards the delivery of BAME peer support services to women referred to Birmingham’s NHS specialist perinatal mental health teams.

Henry J Sayer

Supports our volunteer costs.

Richard Kilcuppe’s Charity

Funding towards the volunteering programme.

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

2020
Big Lottery Fund
Emma’s Fund
Sutton Coldfield Municipal Charities
Forward Thinking Birmingham
Young People’s Project
Sutton Coldfield Town Council
Birmingham & Solihull Mental
Health Foundation Trust
Albrights Charity
Richard Kilcuppe’s Charity
Brian Shaw Memorial Trust
Joseph Hopkins Trust
Total		 Balance
at beginning
of year
£
Income
£
Expenditure
£
Transfers
£
Balance
at end
of year
£
(4,623)
152,055
(154,100)
-
(6,668)
17,997
3,722
(2,941)
-
18,778
-
13,300
(13,300)
-
-
498
50,000
(48,844)
-
1,654
-
26,600
(29,574)
2,974
-
-
10,000
(7,500)
-
2,500
-
17,170
(14,715)
-
2,455
-
500
(500)
-
-
-
500
(500)
-
-
-
500
(500)
-
-
-
500
(500)
-
-
13,872
274,847
272,974
2,974
18,719

9. Designated funds

Funds have been designated by the Trustees to cover costs of redundancy (£46,787), dilapidations (£3,000) and rental commitments (£2,250) that would all fall due in the event of a winding up of operations. A further fund of £100,000 has also been set aside this year to build up a reserves for the running costs associated with projects currently funded by Bham and Solihull CCG when the current contract expires in March 2022. As noted above, the designated fund will also enable vital investment in the infrastructure of the organisation required due to its rapid growth over the last 2-3 years.

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Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

10. Analysis of net assets between funds

Fixed assets
Current assets
Current liabilities
Total funds
Fixed assets
Current assets
Current liabilities
Total funds		 Restricted
funds
£
Unrestricted
funds
£
2021
total
£
-
19,160
19,160
130,341
390,342
520,683
(86,810)
(40,727)
(127,537)
43,531
368,775
412,306
Restricted
funds
£
Unrestricted
funds
£
2020
total
£
-
4,849
4,849
40,418
308,854
349,272
(21,699)
(23,989)
(45,688)
18,719
289,714
308,433

11. Operating lease commitments

11. Operating lease commitments
2021 2020
Expiring: £ £
Within one year - 10,000
Between two and five years - 346

12. Controlling Interests

The charity is controlled by the trustees.

13. Related party transactions

There were no transactions with related parties in the year.

32

Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2021

14. Comparative statement of financial activities for 2020

Income
Donations and legacies
Charitable activities
Investment income – bank interest
Total income
Expenditure
Costs of raising funds
Charitable activities
Total expenditure
Net income/(expenditure) and net movement
in funds for year before transfers
Transfers
Net income and net movement in funds for year after transfers
Reconciliation of funds:
Total funds brought forward
Total funds carried forward		 Unrestricted
funds
£
Restricted
funds
£
Total
£
121,238
55,622
176,860
91,268
219,225
310,493
990
-
990
213,496
274,847
488,343
30,080
-
30,080
117,107
272,974
390,081
147,187
272,974
420,161
66,309
1,873
68,182
(2,974)
2,974
-
63,335
4,847
68,182
226,379
13,872
240,251
289,714
18,719
308,433

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A huge thank you to all of our funding partners

Thanks go to all the Trusts and Foundations and NHS teams who have supported us through the financial year. With so many sources of income being negatively impacted by the pandemic, we are hugely grateful for the support we continue to receive from so many. We couldn’t do it without you. Thank you.

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The Queen’s Award
for Voluntary Service
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Acacia Family Support, 5a Coleshill Street, Sutton Coldfield, West Midlands B72 1SD 0121 301 5990 @Acacia_Family ty] fF) AcaciaFS www.acacia.org.uk

Published by Acacia Family Support. © Acacia Family Support 2021, all rights reserved. Acacia Family Support is a registered charity no. 1122831 and a company limited by guarantee no. 6217626.

Photos: Main photos © Ian Cuthbert www.foveacreative.uk