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2022-03-31-accounts

TRUSTEES’ REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022

Registered company number 06217626 / Registered charity number 1122831

3 Report of the trustees

18 Independent examiner’s report

19 Statement of financial activities

20 Balance sheet

21 23 Principal Notes to the accounting financial policies statements

33 A huge thank you to our funding partners

Acacia Family Support

2

Trustees’ Report and Financial Statements for the year ended 31 March 2022

Report of the trustees

A time of exciting growth

Last year, we saw how Acacia responded to the COVID-19 pandemic with agility and speed. Our amazing staff and volunteers very quickly adapted our existing models to provide online and telephone support. In this way, we provided a vital lifeline for many isolated and vulnerable new parents.

We learnt many lessons from this time and as we have moved through the last 12 months, and we have yet again seen immense change in how we offer support to families. In September 2021, we began the process of re-opening our three centres and face to face services across Birmingham. Drawing on the lessons we learnt from supporting families remotely, we also established a new team of telephone support staff that runs alongside our in-person services. Moving forward, our new mixed model now offers families a variety of flexible ways to access our services as quickly as possible in a way that suits their needs.

The year has also seen Acacia have an impact regionally and nationally. We delivered a national conference and launched six new multi-lingual films, extended our services beyond Birmingham and continued to develop the capacity of our sector across England via the Hearts and Minds Perinatal Mental Health VCS Partnership.

Amidst such change and growth, the heart of who we are remains unshakeable. Our Christian ethos of love, kindness and hope combined with professionalism and lived experience means we are unique. We understand what families are going through and consistently go ‘above and beyond’ for families. In the year ahead, we look forward to supporting more parents and families and making sure our internal systems and business processes are robust and fit for the future.

Thank you to all those who have engaged, supported, and partnered with us over the last year. We hope you can be part of this continued and exciting journey.

Georgina Dean

Chair of the board of trustees

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

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:

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.

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

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.

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.

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

Strategic aims

Acacia’s 2 year Strategic plan (2022-2024) develops these aims and identifies specific objectives and time scales for achieving these goals and ensuring Acacia’s continued success.

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

Our model of support

----- Start of picture text -----
Online or
further
Dads & telephone
partners support
project CBT-based
Telephone and group sessions
face-to-face support
delivered by
volunteers
BAME
awareness
raising project Telephone
BAME awareness assessment
raising sessions and
peer support
service
Young
parents’ Facilitated
project signposting
Home visits, groups and advocacy
and outreach
Helping
Hands at
Emma’s gift
Home
Gift bags and hampers
Practical and of essential items
emotional support Face-to-face
at home
Listening and
befriending – three
centres with
free crèche
----- End of picture text -----

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

Who accessed our support in 2021-2022?

Last year, the number of service-users referred with severe mental health conditions reached its highest ever levels.

----- Start of picture text -----
633
----- End of picture text -----

----- Start of picture text -----
families accessed
our support
39% 29 28%
of mums were from was the average age of mums
minority ethnic of mums entering were 25
backgrounds the service or under
----- End of picture text -----

----- Start of picture text -----
19% 54% 53%
of mums entered of mums entered were self- of referrals came
with severe with severe referrals, the most from health
depression anxiety common route [42] professionals [%]
The number of service-users referred with
severe mental health conditions is growing
and has reached its highest ever levels
----- End of picture text -----

The number of service-users referred with severe mental health conditions is growing and has reached its highest ever levels

*Based on 2 IAPT and NICE recommended clinical tools for measuring depression and anxiety: PHQ-9 and GAD-7 questionnaires

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

Our impact

84% 82% of women had had reduced anxiety

of women had reduced depression

“I opened the post and it was a card from Acacia and I just cried as I thought it was ... such a beautiful touch. Thank you so much to everyone at Acacia, I know my journey is only just beginning ... but I just wanted to say a thank you for bringing happiness and a sense of feeling that everything will be OK with something so sweet and small with a card.”

97% 98%

felt more felt better optimistic and hopeful able to cope

“My befriender listened and really understood where I was coming from and went above and beyond to help me feel safe and reassured. I always received such a warm welcome from yourself and all of the team at Crossway. The little touches really made a big difference.”

----- Start of picture text -----
75% 99% 98%
----- End of picture text -----

had reduced felt more depression supported and anxiety

would recommend Acacia to friends and family

100% rated Acacia’s services are good, very good or excellent

7½ 53% 353 months was the of client contact gifts and care average length was via packages were of service telephone delivered

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

Reaching further Our wider impact

Acacia’s impact extends beyond Birmingham and our grassroots service delivery.

We believe all families should have access to the help they deserve. During the year we have delivered the following projects that ‘go further’ and reach parents who are most in need of support but are least likely to find help.

Raising awareness and supporting parents from minority ethnic communities

This year we launched six new multilingual films – Punjabi, Mirpuri, Dari, Gujarati, Slovakian and Urdu – aiming to raise awareness of perinatal mental health issues in a culturally appropriate way. The films are distributed via social media and are freely available for communities and services throughout the UK.

We employ an NHS funded BAME Peer Support worker who offered telephone listening and befriending, home visits, walk and talks, peer-led group work and stay and plays.

We became a founding partner in Birmingham’s Parent and Carer Race and Equality Framework (PCREF). Birmingham is one of NHS England’s three pilot sites for the implementation of the PCREF initiative across the country.

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

We have delivered over five cultural awareness training workshops for specialist perinatal mental health teams.

We provide free interpretation services for any referrals who struggle with the English language and for whom English isn’t their first language.

Supporting dads and partners

During the year, we employed a full time Dads and Partners worker and developed free and comprehensive online and printed resources which are tailored to their diverse needs. We have also developed resources aim at LGBTQ+ families.

Beyond Birmingham: Acacia in Bedford, Luton and Milton Keynes

During the year, we have continued to run a new project to support young people, BAME communities and dads/partners across this area.

Hearts & Minds Partnership

As a well-established leader in the field of third sector perinatal mental health care, Acacia believes that good quality, local, grassroots perinatal mental health services should be available to everyone.

Along with our partners Bluebell (covering the south west) and Smile Group (covering the north west), Acacia helped to establish a national partnership of grassroots perinatal mental health VCS organisations goes from strength to strength: Hearts & Minds Partnership.

Highlights include:

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

Volunteers are the heart of our service

As we emerge from Covid, we have felt a strong sense of family, community and connection amongst our volunteers. They care and support and encourage each other, which inspires us daily. We cannot thank you enough.

Our volunteer survey results... 93% of our volunteers volunteers felt that they of our volunteers of volunteers have said that their were making a useful felt a greater sense helped Acacia skills had increased contribution[90] to society[%][84] of community[%][27] for 6-10 years[%]

We asked volunteers what they enjoyed most about working with Acacia. The main themes that emerged were:

“After Acacia, I went onto study social work at university. This role was key in securing my place and I am currently employed as a social worker and working with people with mental health difficulties everyday.”

“Volunteering as a befriender helped me to have the confidence to go to university as a mature student and then get a job in mental health. None of this would have been possible without Acacia.”

Acacia Family Support

Trustees’ Report and Financial Statements for the year ended 31 March 2022

11

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 are committed to promoting equality and diversity and fostering a culture that actively values difference and recognises that people from different backgrounds and experiences bring valuable insights to the workplace to enhance the way we work.

As we have grown, we have kept the voices and needs of our most vulnerable clients at the heart of our decisions. The pandemic has re-emphasised to us the vital importance of accessibility for parents with PND. This more than anything has driven us to diversify our services to enable mums to find the help that they need through a wider range of accessible and inclusive services.

By continually developing specialist services for parents whose voices are seldom heard, we have worked hard to ensure that we are breaking down barriers, eliminating discrimination and ensuring equal opportunities and access for all parents.

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

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

Finance and fundraising

We are extremely grateful to all our funders who continued to support us during the year.

Investing in our future and a more flexible model of support

2021 and 2022 has been a period of huge learning and growth at Acacia. The lessons we learnt from offering online and telephone support during Covid suggest that we can and should offer families better flexibility when accessing our support. As a result, we have committed to a future where we offer our families both the option of telephone support and/or face to face support.

We have also invested in important back-office business systems and staff that will help us perform better and be a healthy, resilient charity fit for the future.

Our growth in 2021/22:

We have seen a 42% growth in expenditure from 2021-2022 and expect to see a further growth of 24% as we move into 2023-2024. The biggest areas of increased income have been via emergency Covid-19 funds (22% in 2020/21), NHS contracts (37% in 2020/21 and 46% in 2021/22), and trusts and foundations (35% in 2020/21 and 40% in 21/22).

----- Start of picture text -----
Community
fundraising
Covid-19 Support Fundraising,
Income NHS contracts Expenditure support and governance costs
£564,845 £603,279
Restricted Direct charitable
income – grants activities
Unrestricted
income – grants
----- End of picture text -----

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

Fundraising

Acacia’s fundraising is overseen by the Business Director with support from a community fundraising manager and two fundraising assistants. All staff are part time. Our fundraising objectives for 2022-2024 are to:

A full version of our fundraising strategy is contained in our 2022-24 Strategic Plan.

Reserves policy

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 £349,908 and from this Trustees have designated £81,041 to cover the following costs:

Redundancy costs £57,291 Dilapidation costs £3,000 Rental commitments £2,250 Designated project costs £18,500 (Becky Plummer Fund) Total £81,041*

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

Taking off our Fixed Assets of £17,035 means that Acacia’s non-designated free reserves are therefore £251,832 for the year being reported representing approximately five months

budgeted ‘core activity’ running costs. 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.

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.

Future plans

During the year, staff and trustees worked together to produce a two year (2022-2024) Strategic Plan. The key themes of ‘restoration’ and ‘reflection’ aim to ensure that we are able to embed the new way of working (offering both face to face services and telephone support via our new virtual services team) and improve and develop our internal business systems and processes. A copy is available on request.

Organisational structure

Acacia’s Business Director has responsibility for the governance and administrative side of the organisation, as well as ensuring there are sufficient funds for the organisation to operate its programmes of support. Together with the Operations Director, they are Acacia’s Executive Team. Acacia also has an operational mangement team of 6 staff. Our safeguarding lead and our four deputy safeguarding leads sit on the team. In total we employ 33 paid staff (X FTE) and work with over 50 regular volunteers.

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

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 (resigned November 2021) Mr D Spooner Mr D Knott Ms H Bowen

Charity number

1122831

Company number 06217626

Independent examiner

Karen Hanlan Independent Examiner Limited 1 Saracen Close Ettington CV37 7SZ

Bankers

Registered office

5A Coleshill Street Sutton Coldfield West Midlands B72 1SD

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 23 November 2022

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

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:

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

Independent examiner’s Report to the Trustees of Acacia Family Support (‘the Company’)

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2022 which are set out on pages 19-32.

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, 1 Saracen Close, Ettington, Warwickshire CV37 7SZ

Wednesday 23 November 2022

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

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 (expenditure)/income
and net movement in funds
for year before transfers
Transfers
Net (expenditure)/income and net
movement in funds for year after transfers
Reconciliation of funds:
Total funds brought forward
Total funds carried forward		 Unrestricted
funds
2022
£
Restricted
funds
2022
£
Total
funds
2022
£
Total
funds
2021
£
153,611
45,730
199,341
174,810
244,369
119,719
364,088
353,234
1,416
-
1,416
411
399,396
165,449
564,845
528,455
44,529
-
44,529
31,779
369,583
189,167
558,750
392,803
414,112
189,167
603,279
424,582
(14,716)
(23,718)
(38,434)
103,873
(4,151)
4,151
-
-
(18,867)
(19,567)
(38,434)
103,873
368,775
43,531
412,306
308,433
349,908
23,964
373,872
412,306

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

All income and expenditure derives from continuing activities.

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

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		 2022
£
2021
£
17,035
19,160
9,513
10,619
501,865
510,064
511,378
520,683
(154,541)
(127,537)
356,837
393,146
373,872
412,306
23,964
43,531
268,867
216,738
81,041
152,037
373,872
412,306

The accompanying accounting policies and notes form part of these financial statements. Registered Company number: 06217626.

For the year ended 31 March 2022 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 23 November 2022

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

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:

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

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:

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.

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

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
Henry James Sayer – training
Volunteering programme – various trusts
Total		 2022
£
2021
£
60,958
30,089
92,653
96,021
153,611
126,110
15,000
13,300
-
200
20,230
26,500
5,500
7,700
-
500
5,000
500
45,730
48,700
199,341
174,810

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

2. Charitable activities

2. Charitable activities
Unrestricted:
NHS Birmingham Cross City Clinical Commissioning Group
Birmingham & Solihull Mental Health Foundation
Trust – Dads/BAME Awareness projects
Birmingham Women & Children’s NHS Foundation Trust – YPP
Central & NW London NHS Foundation Trust –
Bedford, Luton & Milton Keynes project
Restricted:
Big Lottery Community Fund – project support 2021 to 2024
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 Wellbeing Society
Hearts & Minds Partnership
Birmingham & Solihull Mental Health Foundation Trust		 2022
£
2021
£
92,416
92,901
65,418
10,800
50,000
-
36,535
-
244,369
103,701
61,945
-
-
12,765
24,980
49,960
-
64,942
-
50,000
-
2,500
32,794
28,072
-
41,294
119,719
249,533
364,088
353,234

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

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 examiner’s fee
Legal & professional fees
Total		 Restricted
project costs
£
Direct
charitable
activity
£
Support and
governance
costs
£
2022
£
155,614
268,873
20,726
445,213
-
5,619
-
5,619
10,847
18,170
-
29,017
-
-
1,785
1,785
-
-
155
155
618
688
7,045
8,351
4,125
-
20,176
24,301
10,000
-
9,042
19,042
-
-
3,073
3,073
-
-
10,966
10,966
2,643
-
-
2,643
-
-
1,497
1,497
5,320
392
-
5,712
-
-
1,250
1,250
-
-
126
126
189,167
293,742
75,841
558,750

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

3. Expenditure (continued)

3. Expenditure(continued)
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 examiner’s fee
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
£
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)
(19,023)
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
2022
£
2021
£
30,099
17,159
14,430
12,853
-
1,767
44,529
31,779

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26

Trustees’ Report and Financial Statements for the year ended 31 March 2022

4. Analysis of staff costs, trustee remuneration and expenses

Salaries
National Insurance
Pension costs
Total		 2022
£
2021
£
441,570
310,430
18,393
13,587
15,349
11,767
475,312
335,784

The Charitable Company employed the full-time equivalent of 16.64 (2021: 12.67) staff during the year.

No employees had benefits in excess of £60,000 (2021: nil). Pension costs are allocated to activities in proportion to the related staffing costs incurred.

No expenses were reimbursed to Trustees during the year.

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 £71,797 (2021:£59,493).

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 2022
At 31 March 2021		 Fixture, fittings
and equipment
£
47,277
6,226
53,503
28,117
8,351
36,468
17,035
19,160

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

6. Debtors

Prepayments
Grants and donations receivable		 2022
£
2021
£
5,663
6,964
3,850
3,655
9,513
10,619

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		 2022
£
2021
£
17,364
7,803
1,681
1,591
135,496
118,143
154,541
127,537
£
118,143
(118,143)
135,496
135,496

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

Acacia Family Support

28

Trustees’ Report and Financial Statements for the year ended 31 March 2022

8. Restricted funds

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

2022
Big Lottery Fund COVID 19
Big Lottery Community
Fund 2020-2025
Emma’s Fund
Sutton Coldfield Charitable Trust
Hearts & Minds Partnership
South Birmingham Centre funding
Young People’s Project
Birmingham & Solihull Mental
Health Foundation Trust
Volunteering Project
Total		 Balance
at beginning
of year
£
Income
£
Expenditure
£
Transfers
£
Balance
at end
of year
£
814
24,980
(25,308)
(486)
-
-
61,945
(66,603)
4,658
-
15,503
-
(949)
-
14,554
-
15,000
(15,000)
-
-
4,753
32,794
(33,510)
-
4,037
-
5,500
(5,500)
-
-
12,865
20,230
(27,723)
-
5,373
9,254
-
(9,254)
-
-
342
5,000
(5,320)
(21)
-
43,531
165,449
(189,167)
4,151
23,964

Transfers relate to expenditure on capital equipment.

Big Lottery Funds

Project funding by the BIG Lottery to 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 and volunteer programme.

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.

Sutton Coldfield Charitable Trust

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

Hearts & Minds Partnership

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

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29

Trustees’ Report and Financial Statements for the year ended 31 March 2022

South Birmingham Centre

Project funding to run Acacia’s services across South Birmingham

Young People’s Project

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

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.

Volunteering project

Funding towards the volunteering programme.

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 Wellbeing 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
(158)
-
342
18,719
298,233
(279,450)
6,029
43,531

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Trustees’ Report and Financial Statements for the year ended 31 March 2022

9. Designated funds

Funds have been designated by the Trustees to cover costs of redundancy (£57,291), 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 £18,500 has also been set aside this year towards activities in memory of Becky Plummer in conjunction with the agreed wishes of the Plummer family.

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
£
2022
total
£
-
17,035
17,035
59,258
452,120
511,378
(35,294)
(119,247)
(154,541)
23,964
349,908
373,872
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

11. Operating lease commitments

11. Operating lease commitments
2022 2021
Expiring: £ £
Within one year - -
Between two and five years - -

12. Controlling interests

The charity is controlled by the trustees.

Acacia Family Support

31

Trustees’ Report and Financial Statements for the year ended 31 March 2022

13. Related party transactions

There were no transactions with related parties in the year.

14. Comparative statement of financial activities for 2021

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
£
126,110
48,700
174,810
103,701
249,533
353,234
411
-
411
230,222
298,233
528,455
24,926
6,853
31,779
120,206
272,597
392,803
145,132
279,450
424,582
85,090
18,783
103,873
(6,029)
6,029
-
79,061
24,812
103,873
289,714
18,719
308,433
368,775
43,531
412,306

Acacia Family Support

32

Trustees’ Report and Financial Statements for the year ended 31 March 2022

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.

Acacia Family Support, 5a Coleshill Street, Sutton Coldfield, West Midlands B72 1SD 0121 301 5990 @Acacia_Family AcaciaFS www.acacia.org.uk

Published by Acacia Family Support. © Acacia Family Support 2022, all rights reserved. Acacia Family Support is a registered charity no. 1122831 and a company limited by guarantee no. 6217626.

Photos: Photos © Ian Cuthbert www.foveacreative.uk