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2023-03-31-accounts

TRUSTEES’ REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

Registered company number 06217626 / Registered charity number 1122831

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3 16
Statement
Report of the Reserves of trustees’
trustees policy
responsibilities
19 20
21
Independent Statement
Balance
examiner’s of financial
sheet
report activities
35
22 24
A huge thank
Principal Notes to the
you to our
accounting financial
funding
policies statements
partners
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Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2023

Report of the trustees

Looking back over 20 years and looking forward to an exciting future

As we prepare to celebrate 20 years of Acacia in 2023/24, it feels important to pause and reflect not only on what we have achieved so far, but what our future looks like. Understanding why we do what we do and how we can help more parents with maternal mental health issues remain key questions that must be held close as we look towards the next 20 years.

The past year has felt both exciting and transitional. On the one hand, it has been yet another year of growth and change in our service delivery as we have extended our offer of support to more dads and mothers from minority ethnic communities across the city. On the other hand, we have been working hard behind the scenes to ensure that we have the right levels of support staff and backoffice systems to cope with our rapid growth over the past five years but also to ensure we are fit for the future and another 20 years. We have invested in our volunteer training programme, our HR systems, our administration support, our cyber security and our safeguarding team. Although this growth is less visible, they are all vitally important for our future sustainability and success.

As we look towards our future, the heart of who we are remains unshakeable. Our Christian ethos of love, kindness and hope combined with professionalism and lived experience means we understand what families are going through and consistently go the extra mile for parents so desperately in need of support.

Thank you to all those who have engaged, supported and partnered with us over the last year. We hope you can be part of our continuing 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 2023

Charitable objectives and activities

The objects of the charity, as amended by special resolution dated 22 June 2023, 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.

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Acacia Family Support
Trustees’ Report and Financial Statements for the year ended 31 March 2022 4
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Why do we exist?

Nationally, suicide is the leading cause of maternal deaths during pregnancy and in the first year after birth; maternal deaths by suicide have risen three-fold since 2021.

Statutory services are struggling with a 40% increase in demand for perinatal mental health services and access to community-based maternal mental health support remains disappointingly inconsistent and patchy.

1 in 5 mothers will experience a maternal mental health issue and annually, approximately 3,000 mothers in Birmingham will be affected. Most of these parents will not be eligible for specialist care.

Acacia aims is to address these needs by filling a vital gap in local support. Delivered by parents who have experienced perinatal mental health issues, our non-judgemental support is underlined by love and care.

Our model of support

Acacia Family Support is a Christian charity, which for nearly two decades has been offering specialist support for families living with pre and postnatal depression and anxiety in Birmingham, in community settings. Services are based on a model of lived-experience and peer support, within a central ethos of ‘love and kindness’.

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.

“I felt so awful when I became a mum that I wasn’t enjoying my baby. I remember crying on my way to Acacia thinking “I’m going to to be judged” but of course I wasn’t. I felt immediately supported, understood and validated.”

Mum using our befriending service

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2023

Our model of support

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Online or
further
telephone
Dads &
support
Partners CBT-based
service group sessions
Telephone and face to Face-to-face or online
face peer support
BAME
awareness
raising service Telephone
BAME awareness assessment
raising sessions and
peer support
service
Young
Advice,
parents’
signposting,
service
hand holding
Home visits, groups and referral
and outreach
Helping
Hands at Emma’s gift
Home
‘Bags of Love’
Practical and and hampers of
essential items
emotional support Face-to-face
at home
Listening and
befriending – three
centres with
free crèche
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Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2023

Our vision, mission and strategic aims

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.

Strategic aims

Acacia’s two-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. A copy of the plan is available on request.

We are a lived experience charity

31 50[+] 88% 78% paid staff regular have lived-experience have lived-experience (18.8 FTE) volunteers of perinatal/mental of perinatal/mental health issues health issues

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2023

Holly

How I felt before Acacia’s help

I felt hopeless and depressed. I was filled with sadness and felt overwhelmed by life. I was terrified that I was a bad mum, or that something was going to happen to my baby. I felt traumatised by my birthing experience and was struggling to process it.

My experience of Acacia’s service

I was nervous at first, worried about being judged. What I received was the exact opposite – absolute acceptance and support. The warmth shown, not just for me but for my wife too, was very encouraging. I felt very quickly that Acacia was a safe space for me

to explore my feelings and started to realise that I wasn’t alone in how I was feeling.

How I’m feeling now

I feel like I believe in my abilities as a mum and realise that I always was the mum I wanted to be, but I just couldn’t see it through the fog of postnatal depression. I feel more confident and have met some wonderful people who have become friends and pillars of support.

My hopes for the future

I hope to continue to remain emotionally and mentally well and to be the best mum I can be. Acacia genuinely saved me and I will be forever grateful for the love and support shown to me and my family.

“Acacia genuinely saved me and I will be forever grateful for the love and support shown to me and my family.” Holly

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2023

Who accessed our support in 2022-2023?

families accessed our support

Severity

Background

Referrals

43% of mums entered with severe anxiety*

12% of mums entered with severe depression*

Age

19% of mums were 25 or under

The families we support experience higher than average levels of disadvantage and deprivation

39% of our clients live in the 10% most deprived areas of England

We are extending our reach to mothers from BAME communities

45% of mums were of BAME origin

52% were self-referrals, the most common route into the service

48% of referrals came from health professionals or other agencies

28% of referrals came from health visitors and midwives

31 years was the average age of mums

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2023

New developments in 2022-23

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Service
Service
Service delivery
delivery
delivery Cultural humility
Launched volunteering
Two full time Peer workshops for NHS
programme training
Support workers PCREF (Patient and
platform and
(Dads and BAME) Carer Race Equality
database
Framework)
Infrastructure Infrastructure
Gained Cyber Essential Recruited and expanded Infrastructure
accreditation and admin, management, Safeguarding audit and
completed NHS Data HR and payroll improvement plan
Security and Protection support staff
toolkit
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Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2023

Our impact

Our services significantly improve 8 parents’ mental health. We months was have seen an improvement in the average recovery rates and beneficiary length of outcomes in ALL areas service compared to the previous year.

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86% 85%
of women had had
reduced depression reduced anxiety
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96% 99% felt more felt better optimistic and hopeful able to cope

78% had reduced depression and anxiety

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99%
felt more
supported
99%
would recommend Acacia
to friends and family
100%
rated Acacia’s services are
good, very good or excellent
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Supporting professionals We delivered 18 awareness raising workshops and talks to nearly 300 maternity and perinatal health professionals including...

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12 6
cultural awareness
humility raising
workshops workshops
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Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2023

Our wider impact

The Hearts and Minds National Partnership – growing and empowering a more inclusive perinatal mental health community across England

We believe equitable access to good perinatal mental health support is critical. Working alongside Bluebell (Bristol and SW) and Smile (North West), our England-wide partnership of grassroots perinatal mental health VCS organisations aims to connect, support and celebrate the VCSE community in perinatal mental health across England. Over the past three years, the partnership has:

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2023

Emma’s Gift

Acacia Family Support was founded in 2003 by two local Birmingham mum and friends, Emma Borg and Rachel Gregory.

In 2018, Emma sadly passed away. To ensure that Emma lives on in our hearts and in the lives of the families we support, the Emma’s Gift project was created with the support and blessing of Emma’s family.

Emma’s Gift is a unique project that is at the heart of our service, offering families love, hope, kindness and compassion. Over the past 12 months Emma’s Gift has:

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.

Acacia Family Support

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

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 2023

Finance and fundraising

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

2022-23 has seen yet another period of huge growth and investment into our service. We have invested in new areas of service development and have ensured that we have the internal systems, processes, people and infrastructure to enable us to be a healthy, resilient and sustainable charity as we look towards the future.

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 2023-2024 are to:

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

Future plans

Our two-year interim business plan ends in March 2024. The charity is currently preparing a new three-year business plan for 2024-2027.

In 2023-24, we are excited to be celebrating Acacia’s 20th birthday. Starting in October 2023, to coincide with our co-founder Emma Borg’s Godly vision for Acacia 20 years ago, we have planned a wonderful year of celebrations including:

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2023

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 £336,936 and from this Trustees have designated £94,266 to cover the following costs:

Redundancy costs £69,766 Dilapidation costs £3,000 Rental commitments £3,000 Designated project costs £18,500 (Becky Plummer Fund) Total £94,266*

This means that Acacia’s non-designated free reserves are therefore £225,879 for the year being reported representing approximately 5 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.

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2023

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 and 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 centres 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 Mr D Spooner Mr D Knott Ms H Bowen Ms H Simnet (appointed 22 November 2022) M Clare (Dr) (appointed 15 February 2023)

Charity number

1122831

Company number

Independent examiner

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

06217626

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

29 November 2023

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2023

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 2023

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 2023 which are set out on pages 20-33.

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, 1 Saracen Close, Ettington, Warwickshire CV37 7SZ

29 November 2023

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2023

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
2023
£
Restricted
funds
2023
£
Total
funds
2023
£
Total
funds
2022
£
190,676
92,118
282,794
199,341
341,733
119,967
461,700
364,088
485
-
485
1,416
532,894
212,085
744,979
564,845
52,159
-
52,159
44,529
503,060
208,622
711,682
558,750
555,219
208,622
763,841
603,279
(22,325)
3,463
(18,862)
(38,434)
9,353
(9,353)
-
-
(12,972)
(5,890)
(18,862)
(38,434)
349,908
23,964
373,872
412,306
336,936
18,074
355,010
373,872

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 2023

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		 2023
£
2022
£
16,791
17,035
34,900
9,513
411,251
501,865
446,151
511,378
(107,932)
(154,541)
338,219
356,837
355,010
373,872
18,074
23,964
242,670
268,867
94,266
81,041
355,010
373,872

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

For the year ended 31 March 2023 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 29 November 2023

Acacia Family Support

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Trustees’ Report and Financial Statements for the year ended 31 March 2023

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

22

Trustees’ Report and Financial Statements for the year ended 31 March 2023

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 cost exceeds £500.

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

23

Trustees’ Report and Financial Statements for the year ended 31 March 2023

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 Charitable Trust
Sutton Coldfield Town Council
Leathersellers’ Company Charitable Fund
Young People’s Project – various trusts
South Birmingham Centre – various trusts
Volunteering programme – various trusts
Other grants under £5,000
Total		 2023
£
2022
£
63,593
60,958
127,083
92,653
190,676
153,611
15,000
15,000
10,000
-
15,000
-
29,000
20,230
500
5,500
6,750
5,000
15,868
-
92,118
45,730
282,794
199,341

Acacia Family Support

24

Trustees’ Report and Financial Statements for the year ended 31 March 2023

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
Birmingham & Solihull Mental Health Foundation Trust
– Patient Carers Race Equalities Framework Funding
Restricted:
Big Lottery Community Fund – project support 2021 to 2024
Big Lottery Fund – COVID 19 emergency funding
Hearts & Minds Partnership		 2023
£
2022
£
95,788
92,416
127,242
65,418
50,690
50,000
48,465
36,535
19,548
-
341,733
244,369
76,294
61,945
-
24,980
43,673
32,794
119,967
119,719
461,700
364,088

Acacia Family Support

25

Trustees’ Report and Financial Statements for the year ended 31 March 2023

3. Expenditure

3. Expenditure
Expenditure on charitable
activities comprises:
Salary costs
Freelance fees
Project running costs
Evaluation and impact
Printing and publicity
Staff travel
Depreciation
Office costs
Premises costs
Insurance
Finance costs
Staff/trustee training
Volunteer costs
Independent Examiners fee
Trustee expenses & meetings
Total		 Restricted
project costs
£
Direct
charitable
activity
£
Support and
governance
costs
£
2023
£
147,155
326,808
64,069
538,032
3,795
2,505
1,485
7,785
11,095
25,319
367
36,781
10,900
4,325
-
15,225
9
2,701
962
3,672
468
79
248
795
525
9,033
40
9,598
3,140
6,092
27,130
36,362
12,299
-
12,948
25,247
-
-
3,138
3,138
-
-
8,832
8,832
1,973
2,316
737
5,026
17,263
1,927
-
19,190
-
-
1,700
1,700
-
-
299
299
208,622
381,105
121,955
711,682

Acacia Family Support

26

Trustees’ Report and Financial Statements for the year ended 31 March 2023

3. Expenditure (continued)

3. Expenditure(continued)
Expenditure on charitable
activities comprises:
Salary costs
Freelance fees
Project running costs
Printing and publicity
Staff travel
Depreciation
Office costs
Premises costs
Insurance
Finance costs
Overhead recovery
Staff/trustee training
Volunteer costs
Independent Examiners fee
Legal and professional fees
Total
Costs of raising funds comprise:
Salary costs
Fundraising consultant fees
Fundraising activity costs and platform 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
2023
£
2022
£
37,612
30,099
4,625
-
9,922
14,430
52,159
44,529

Acacia Family Support

27

Trustees’ Report and Financial Statements for the year ended 31 March 2023

4. Analysis of staff costs, trustee remuneration and expenses

Salaries
National Insurance
Pension costs
Total		 2023
£
2022
£
524,303
441,570
31,595
18,393
19,746
15,349
575,644
475,312

The Charitable Company employed the full-time equivalent of 18.0 (2022: 16.6) staff during the year.

No employees had benefits in excess of £60,000 (2022: 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 £67,299 (2022:£65,910).

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
£
53,503
9,354
62,857
36,468
9,598
46,066
16,791
17,035

Acacia Family Support

28

Trustees’ Report and Financial Statements for the year ended 31 March 2023

6. Debtors

Prepayments
Grants and donations receivable		 2023
£
2022
£
6,296
5,663
28,604
3,850
34,900
9,513

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		 2023
£
2022
£
18,449
17,364
2,852
1,681
86,631
135,496
107,932
154,541
£
135,496
(135,496)
86,631
86,631

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

Acacia Family Support

29

Trustees’ Report and Financial Statements for the year ended 31 March 2023

8. Restricted funds

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

2023
Big Lottery Community
Fund 2020-2025
Emma’s Fund
Sutton Coldfield Charitable Trust
Sutton Coldfield Town Council
Leathersellers’ Company
Charitable Fund
Hearts & Minds Partnership
South Birmingham Centre Funding
Young People’s Project
Capital appeal
Volunteering Project
Virtual Services Team
Total		 Balance
at beginning
of year
£
Income
£
Expenditure
£
Transfers
£
Balance
at end
of year
£
-
76,294
(79,036)
-
(2,742)
14,554
-
(6,167)
-
8,387
-
15,000
(15,000)
-
-
10,000
(10,000)
-
-
-
15,000
(15,000)
-
-
4,037
43,673
(41,423)
-
6,287
-
500
(500)
-
-
5,373
29,000
(29,005)
-
5,368
-
10,468
(341)
(9,353)
774
-
6,750
(6,750)
-
-
-
5,400
(5,400)
-
-
23,964
212,085
(208,622)
(9,353)
18,074

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 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 have developed Emma’s Gift, an Acacia project that funds small gifts and essential items for families, service providers to offer practical support in families’ homes and emergency items.

Sutton Coldfield Charitable

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.

Acacia Family Support

30

Trustees’ Report and Financial Statements for the year ended 31 March 2023

Sutton Coldfield Town Council

Grant towards running costs of our Sutton Coldfield project.

Leathersellers’ Company Charitable Fund

Grant towards the costs of training videos for volunteers.

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 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.

Capital appeal

Grants towards new laptops and screens.

Volunteering project

Funding towards the volunteering programme.

Virtual Services Team

Grant towards the salary costs of the Virtual Services Team Manager

Acacia Family Support

31

Trustees’ Report and Financial Statements for the year ended 31 March 2023

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
Richard Kilcuppe’s Charity
– Volunteering
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)
-
-
500
(158)
-
342
43,531
165,449
(189,167)
4,151
23,964

9. Designated funds

Funds have been designated by the Trustees to cover costs of redundancy (£69,766), dilapidations (£3,000) and rental commitments (£3,000) 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		 Restricted
funds
£
Unrestricted
funds
£
2023
total
£
-
16,791
16,791
45,705
400,446
446,151
(27,631)
(80,301)
(107,932)
18,074
336,936
355,010

Acacia Family Support

32

Trustees’ Report and Financial Statements for the year ended 31 March 2023

Fixed assets
Current assets
Current liabilities
Total funds
11. Operating lease commitments
Expiring:
Within one year
Between two and five years		 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
2023
£
2022
£
-
-
3,000
-

12. Controlling interests

The charity is controlled by the trustees.

13. Related party transactions

There were no transactions with related parties in the year.

Acacia Family Support

33

Trustees’ Report and Financial Statements for the year ended 31 March 2023

14. Comparative statement of financial activities for 2022

Income
Donations and legacies
Charitable activities
Investment income – bank interest
Total income
Expenditure
Raising funds
Charitable activities
Total expenditure
Net expenditure and net movement in
funds for year before transfers
Transfers
Net expenditure 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
£
153,611
45,730
199,341
244,369
119,719
364,088
1,416
-
1,416
399,396
165,449
564,845
44,529
-
44,529
369,583
189,167
558,750
414,112
189,167
603,279
(14,716)
(23,718)
(38,434)
(4,151)
4,151
-
(18,867)
(19,567)
(38,434)
368,775
43,531
412,306
349,908
23,964
373,872

Acacia Family Support

34

Trustees’ Report and Financial Statements for the year ended 31 March 2023

A huge thank you to all of our funding partners

Thanks go to all the trusts, foundations and NHS teams who supported us through the financial year. 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 @acaciafamilysupport www.acacia.org.uk

Acacia is proud to be an accredited Living Wage Employer

Published by Acacia Family Support. © Acacia Family Support 2023, all rights reserved. Acacia Family Support is a registered charity no. 1122831 and a company limited by guarantee no. 6217626. Design and photography: Fovea Creative / www.foveacreative.uk