Charity No. 1147278
Achieve Change & Engagement ACE
Trustees’ Report and Unaudited Financial Statements
For The Year Ended 31 March 2023
ACHIEVE CHANGE & ENGAGEMENT ACE
CONTENTS
| Page | |
|---|---|
| Charity reference and administrative details | 1 |
| Trustees report | 2 |
| Independent Examiner’s report to theTrustees | 14 |
| Statement of financial activities | 15 |
| Balance sheet | 16 |
| Notes to the accounts | 17 |
ACHIEVE CHANGE & ENGAGEMENT ACE
CHARITY REFERENCE AND ADMINISTRATIVE DETAILS
FOR THE YEAR ENDED 31 MARCH 2023
Registered charity name Achieve Change & Engagement ACE Charity registration number 1147278 Registered office 18 Sun Street Lancaster LA1 1EW Trustees S Temple P Callis D Tyson (resigned 31 December 2022) J Johnson (resigned 5 October 2023) C Welsby H Belbin T Corish S Kay (appointed 24 July 2022) Katharine Griffin (appointed 24 October 2023) Elinor Harris (appointed 24 October 2023) M Duncan (resigned 31 December 2022) V Gray-Joyce (resigned 28 February 2023)
Independent Examiner MHA Moore and Smalley Chartered Accountants Priory Close St Mary’s Gate Lancaster Lancashire LA1 1XB
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ACHIEVE CHANGE & ENGAGEMENT ACE
TRUSTEES REPORT
FOR THE YEAR ENDED 31 MARCH 2023
The trustees have pleasure in presenting their report and the unaudited financial statements of the charity for the period ended 31 March 2023.
The financial statements comply with the Charities Act 2011, the Memorandum and Articles of Association, and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).
Reference and administrative details
Reference and administrative details are shown in the schedule of members of the board and professional advisers on page 1 of the financial statements.
The charity is known as “ACE”.
The trustees
The trustees who served the charity during the period are shown on page 1.
Structure, governance and management
Governing document
The charity operated as an unincorporated organisation from 2008 until it was incorporated on 15 November 2011 and registered as a charity with the charity commission on 16 May 2012.
At a meeting on 15th March 2021 the trustees agreed to convert the existing Charitable Company from its current status to become a Charitable Incorporated Organisation (CIO) using the Foundation Model Constitution. In practice, the CIO becoming operational on 1 April 2021 with the Charity Commission recording conversion on 12[th] May 2021.
Trustees
The number of trustees shall be at least three. A trustee must be a natural person aged 16 years or older. Any person who is willing to act as Trustee, and is permitted by law to do so, may be appointed to be a trustee by the decision of the trustees. Recruitment induction and training is conducted by existing trustees as necessary.
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ACHIEVE CHANGE & ENGAGEMENT ACE
TRUSTEES REPORT (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2023
Objectives and activities
The Charity's objects are specifically restricted to the following:
— Object 1 Young people
Object 2 — Social inclusion
To act as a resource for young people up to the age of 25 living in England and Wales by providing advice and assistance and organising programmes of physical, educational and other activities as a means of:
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advancing in life and helping young people by developing their skills, capacities and capabilities to enable them to participate in society as independent, mature individuals;
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advancing education;
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relieving unemployment;
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providing recreational and leisure time activities in the interests of social welfare for people living in the area of benefit who have need by reason of their youth, age, infirmity or disability, poverty or social and economic circumstances with a view to improving the conditions of life of such persons.
To promote social inclusion for the public benefit by preventing people from becoming socially excluded, relieving the needs of those people who are socially excluded and assisting them to integrate into society. For the purpose of this clause 'socially excluded' means being excluded from society, or parts of society, as a result of one or more of the following factors: unemployment; financial hardship; youth or old age; ill health (physical or mental); substance abuse or dependency including alcohol and drugs; discrimination on the grounds of sex, race, disability, ethnic origin, religion, belief, creed, sexual orientation or gender reassignment; poor educational or skills attainment; relationship and family breakdown; poor housing (that is housing that does not meet basic habitable standards; crime (either as a victim of crime or as an offender rehabilitating into society).
Our vision
All children, young people and adults live in emotionally healthy communities where they are heard and valued and able to get help when needed.
Our mission
ACE works with children, young people and adults to support them to build emotional resilience, putting their voices at the heart of our work.
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ACHIEVE CHANGE & ENGAGEMENT ACE
TRUSTEES REPORT (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2023
Our work
The charity has undertaken the following overarching activities for public benefit in relation to its objects:
● One to one work ● Group work Emotional Health Practitioners work Groups of young people are worked with young people ages 11 to 25 in with to support their emotional health schools, GP Practices and and build resilience around specific community venues on an individual issues such as self-esteem, basis to support them to improve relationships or stress and anxiety. their emotional health. Referrals are Again, improvements in emotional taken from school staff, GPs, mental health and resilience are measured. health services, other services, parents and young people themselves. The work is personcentred, solution focussed and goal based. The young people are ● Participation generally seen weekly and their Groups of young people meet to gain improvement in emotional health information on mental health services and resilience is measured along or education for children and young with the impact of the work. Two people and advocate on behalf of half-time trauma therapists young people’s voice with continued our team working with 10 commissioners and decision-makers. to 18 year olds and we supported young people with autism or on the autism pathway with specific support.
Groups of young people meet to gain information on mental health services or education for children and young people and advocate on behalf of young people’s voice with commissioners and decision-makers.
Public benefit
We have referred to the guidance contained in the Charity Commission’s general guidance when reviewing our aims and objectives and in planning our future activities.
Achievements and performance
Some overarching information relating to our work:
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ACE provides individual appointments to young people aged 10 – 25.
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The most vulnerable young people received face-to-face support where this was possible.
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Families received support from ACE and young people were able to access their Practitioners for additional support out of hours when required.
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Face-to-face participation group work where there was a need identified by the school and around a theme related to the concerns in the school such as anxiety around exams.
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ACHIEVE CHANGE & ENGAGEMENT ACE
TRUSTEES REPORT (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2023
During 2022/23, ACE has:
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Maintained a reputation for delivering quality work that positively impacts the lives of young people and influences adult decisions.
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We have worked with young people to help them develop new social and emotional skills, resulting in improved emotional health.
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Enabled young people to influence services and the workforce, particularly focusing on the social inclusion of those with poor mental health.
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Addressed a critical service gap between universal and specialist services in our locality.
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Responded to the increasing number of young people facing emotional challenges.
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Enabled young people to volunteer and generated income to support the charity's objectives.
Funding Sources: ACE received funding from various organisations, including:
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Lancashire and South Cumbria ICB,
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National Lottery Funding (Awards for All),
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Children in Need,
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Westminster Foundation,
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Francis C Scott Charitable Trust,
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Angus Lawson Memorial Trust,
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Mark McQueen Memorial Trust,
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as well as donations from individuals, organisations, and local schools.
Performance Data:
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ACE received a total of 583 referrals during the year.
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Of these referrals, 170 (29.2%) were allocated and ongoing with intervention.
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154 (26.4%) were seen and closed as they completed intervention.
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89 (15.3%) were still awaiting allocation to a practitioner, and an additional 36 were waiting for their first appointment.
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134 (22.9%) either declined intervention before or during their first appointment, were receiving services elsewhere, or did not respond to calls/emails/texts.
Feedback:
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Feedback from service users indicated high satisfaction with ACE's services, with 57.2% rating the service as "Excellent," 32.1% as "Very Good," and 10.7% as "Good."
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An impressive 89.3% of respondents felt that the service could not be improved.
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The remaining 10.7% suggested shorter waiting times as an area for potential improvement.
The Trustees expressed their gratitude to the ACE team for their resilience and continued hard work in supporting both the charity and the individuals it serves.
Overall, ACE appears to be making a significant positive impact on the emotional well-being of young people and contributing to the improvement of services in their community.
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ACHIEVE CHANGE & ENGAGEMENT ACE
TRUSTEES REPORT (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2023
Achievements and performance in more detail
Some reports on our major funding streams follow:
Lancashire and South Cumbria Integrated Care Board (ICB)
Morecambe Bay
The ICB provided funding for practitioners to work within 4 Lancaster District schools for 0.5 days per week, providing 1-2-1 emotional health and wellbeing support for their young people mainly in the school in which they attended. We were able to extend the school support to include an alternative provision school supporting pupils who are struggling to engage with mainstream education.
Outcomes
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Verbal feedback from young people, parents/carers and professionals is that the support provided has been of benefit and has assisted young people in coping with the additional anxieties of being a teenager as well as complexities of family life.
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On average young people have received an intervention of approx. 12 weeks, usually a school term.
Schools feedback
“ From a professional point of view there is a wide variety of different kinds of therapy and counselling approaches, assessments of the young person's needs and what therapy is best suited to those is used effectively. The staff, from the admin right throug h to the therapists are approachable and understanding.” - School
Parent’s feedback
“ My son had support from ACE during lockdown, due to panic attacks and anxiety, the support he had was valuable and helpful at that time, and the counselling helped him to be more resilient and to equip him with strategies that has helped move him forward. At that time he was unable to even leave the house, or manage his anxiety. He was unable to engage with college and ended up leaving the course. He has now recommenced the course he started, is able to engage with activities he couldn’t at the time, such as playing Rugby, which he loves, and he has come on leaps and bounds and enjoying life again, socialising and travelling. While this is as much down to him pushing himself, he wouldn’t have been able to do that without the support of ACE. So thank you.” - Parent
Lancashire and South Cumbria Integrated Care Board (ICB)
Fylde and Wyre
The ICB provided funding for practitioners to work within 6 schools for 1 day per week and within the community for 0.5 days per week in the Fylde and Wyre area.
We also received additional funding in October for an additional 4 schools in the Fylde and Wyre area.
Outcomes
Number of young people completing a closing assessment and percentage of C.Y.P who experienced improvement in their level of emotional health/wellbeing measured by 99%
- Scoring in our assessment tools showed improved confidence, greater resilience, reduced anxiety, and improved emotional well-being and reduced low mood.
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ACHIEVE CHANGE & ENGAGEMENT ACE
TRUSTEES REPORT (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2023
Achievements and performance in more detail
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Young people reported that they had found the sessions with ACE beneficial. They liked the confidentiality of the service, found the Practitioners approachable and non-judgmental and felt safe within the environment. They reported that they had improved confidence, lower anxiety, better sleeping patterns and that their motivation had increased. They felt that they had benefitted from the coping strategies given to them to help manage their anxieties and worries.
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On average young people have received an intervention of approx. 12 weeks, usually a school term.
Some feedback from a school when asked ‘in what way has ACE changed young people’s lives?’
“Motivation, attendance at school and in lessons, meeting academic targets, less behaviour incidents.” - School
Lancashire and South Cumbria Integrated Care Board (ICB)
ASD
The ICB provided funds for targeted work with young people who were on the ASD pathway or had a diagnosis of ASD and/or LGBTQ+. The support provided to this specific population, along with the enhancements made to our therapeutic techniques and facilities, has contributed to their improved well-being. Knowledge sharing within our organization has furthered our commitment to best practices in serving young people’s individual needs.
Outcomes:
The project successfully achieved the following outcomes:
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Redesigned Therapy Rooms: As part of the project, therapy rooms were reconfigured to create a more accommodating and comfortable space for working with young people on the ASD pathway or those with a diagnosis of ASD.
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Enhanced Therapeutic Techniques: The project expanded the range of therapeutic techniques used to engage with young people with ASD. These techniques were tailored to meet the unique needs of this specific population, considering their distinct communication and interaction styles.
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Knowledge Sharing: The practitioner directly involved in working with these young people shared their expertise and experiences with other staff members. This knowledge sharing has contributed to the dissemination of best practices in working with young people with ASD and LGBTQ+ identities within our organisation.
Impact:
The project's impact has been positive and significant:
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Young individuals on the ASD pathway or with a diagnosis of ASD and LGBTQ+ have received targeted support, resulting in improved well-being and engagement.
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The redesigned therapy rooms have created a more comfortable and accommodating environment for therapy sessions, which has contributed to better outcomes for the young people served.
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The enhanced therapeutic techniques have proven effective in engaging and supporting young people with ASD, leading to more successful therapeutic interventions.
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Knowledge sharing among staff members has increased the organisation's overall competence in working with young people who have ASD and LGBTQ+ identities.
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ACHIEVE CHANGE & ENGAGEMENT ACE
TRUSTEES REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023
Achievements and performance in more detail
Lancashire and South Cumbria Integrated Care Board (ICB)
Research project
ACE has been conducting research into emotional health and wellbeing support in Primary schools and how it is best to implement such interventions.
Awards for all - Lottery funding
We have been able to use the money from the national lottery to employ a triage worker. The triage practitioner has been able to quickly assess the referrals coming to ensure that the young people with the greatest need receives the most urgent support. Young people are also assessed to match their needs with practitioners experience and to ensure that we place the young people on the correct funding stream. The practitioners also gives support whilst on the waiting list before allocation to 1-2-1 support.
Banks Lyon
We have been able to appoint half a day a week to work 1-2-1 with young people to work on their emotional health and wellbeing.
Children in Need - Small Grant
Children in Need provided funding for ACE to work with young people both as a group using telephone and video call applications and for individual support outside of school hours.
Outcomes
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Work with the young people was focussed on improved emotional health and building resilience; improved self-confidence and self-belief, together with empowerment to make positive life changes.
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Improvement scores based on paired outcome self-assessment questionnaires completed at start, mid and end of intervention showed an average improvement of 27.23%.
“These sessions have been really good. I have been able to open up and explore my feelings about so many things. I feel more confident in school, I have learnt about managing my worries.” - Young Person
“I have enjoyed these sessions. They have helped because I don’t overthink and worry much now. The sessions have been very helpful and I like talking to my counsellor. I use my candle technique breathing and it’s helpful in stressful situations. My mum has said I’m much happier at home and not so stressed.” - Young Person
“I have enjoyed these sessions and I think they have helped me quite a bit and they have made me not worry as much as I used to. Overall these sessions have really helped; the breathing exercises, the formulation, the continuous cycle have helped have helped me think of how I feel. I have worked on reducing my safety behaviours eg. opening the doors times. The practitioner has been really helpful and kind towards me. My confidence has gone up and I felt less anxious and happier overall and I am starting to enjoy going out more. I realise that not everything is bad and I enjoy quite a lot of things in my life. School has been more enjoyable as I’m more confident speaking to people and the lessons I’m enjoying more because of that. Keeping friendships is a lot easier because I used to get anxious around big groups but not as much anymore and I enjoy my time with them a lot more.” - Young Person
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ACHIEVE CHANGE & ENGAGEMENT ACE
TRUSTEES REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023
Achievements and performance in more detail
“...thanks for your support and understanding earlier today...you gave me some really helpful insight and advice which will help me greatly as a parent…” - Parent
Children in Need - Main Grant
Children in Need fund Trauma Practitioners to engage with young people aged 10 – 18 and to work with the wider ACE Emotional Health Practitioner team to increase their knowledge in and support their assessment and response to symptoms of low level Trauma in young people.
Outcomes
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Work with young people was centred around improved emotional health and well-being; improved emotional regulation, and greater self-worth and self-confidence.
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The therapy received was rated as 62.5% excellent; 12.5% very good; 25% good.
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Improvement in emotional health and wellbeing was rated as 12.5% excellent; 50% very good; 37.5% good.
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Improvement scores based on paired outcome self-assessment questionnaires completed at start, mid and end of intervention showed an average improvement of 35.66%.
CIN Trauma requested Feedback:
“I got to talk about the people and animals who died. I understand why I feel sad.” - Young Person
“I liked having someone to speak to and share my opinions on stuff. My anxiety has improved a lot. I never used to be able to leave my house and now I can do that and a lot more. My school attendance has improved.” - Young Person
“The best bit was how you could speak about things. The breathing techniques really helped. My anxiety levels are much lower and I am able to control my panic attacks. It would be better if the waiting time for appointments was less.” - Young Person
“Having the freedom to speak, having someone there to just listen and point me in the right direction was great. Talking and understanding really helped. My happiness and mental wellbeing have improved, I’m more able to talk to others about the way I feel. My relationships and communication are so much better.” - Young Person
“I found it very useful, I have improved a lot over a few months and have learnt breathing techniques and have got a lot of good advice. Learning the breathing techniques has really helped me and it has been really nice to have someone who listens. My anxiety levels and happiness have improved a lot more as I am more comfortable with who I am. It has made me get along a lot more with my family and I now share a lot more with them than before.” - Young Person
“I feel that J presented an alternative way of engaging the young person to explore therapeutic interventions and the sessions had been successful. The young person decided to stop attending, she had moved to a new home and was feeling settled. She has been provided with reading and mood diaries have been explored with her. The sessions she did attend she spoke positively about them and stayed for the full session and at times longer. It was good to see her engaging with a therapeutic service and having an outlet. Her emotional health improved over the course of her using the service as she moved to a different home. She was struggling to settle with her foster carer. J provided support to the young person during a difficult time in her life.
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ACHIEVE CHANGE & ENGAGEMENT ACE
TRUSTEES REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023
Achievements and performance in more detail
It is difficult to measure the impact as she did not continue to engage with sessions after she moved. She did engage during a time when she was struggling in foster care and once she moved and felt happier in her home environment she decided she no longer needed to attend.” - Professional
“I liked that I could stay as long as I needed to. Being heard and learning about the brain and body in trauma helped me the most. I understand myself better and cope better.” - Young Person
Francis C Scott Charitable Trust
Francis C Scott Charitable trust funded two projects;
One project works with young people at risk of becoming homeless, who have experienced family breakdown, a lack of family support leading to a lack of fulfilment of potential or who have experienced of domestic violence and abuse. The other one was for a practitioner to help with the most urgent cases on our waiting list as well as support young people to move through our service as quickly as possible, such as creating pathways to other services. We established an art group and craft making groups to get young people together around a hobby or passion.
Outcomes
Young people have given ACE positive feedback for our delivery with 96% of evaluations rating the service as good, very good or excellent and 64% as excellent.
Feedback about the practitioners approach was highlighted.
“Having someone listen to me and giving me ways that I can cope” - Young Person
“X more settled in self...more open and relaxed talking about stresses/worries...more able to resolve issues when there are problems...more at ease with school and compared to previous academic year where I received weekly telephone contact there have been no major concerns…" - Parent
“Thank you for the effort you I’ve put into your sessions with X. My husband, and I have noticed a much better improvement with my young person, their sense of well- being...thank you for the time you’ve spent helping X learn how to self-regulate...and also thank you to your organisation for providing such an important service to the community, especially so in days where funding is simply not good enough to provide the help communities are crying out for.” - Parent
“Hi just wanted to let you know I’m doing really well. I have been going into school just about to go to the exam room, I’m sitting my exams, I have been getting out more, I got a college place for September and I’m going to the Highest Point Festival today and tomorrow. Thank you for all the help you gave me, it has made a huge difference. Thanks” - Young Person
The Westminster Foundation
The Westminster Foundation provided project funding for a family worker to work with young people and their families where it is impossible to help the young person separately from their family. This is a holistic approach to the therapy we offer on this project.
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ACHIEVE CHANGE & ENGAGEMENT ACE
TRUSTEES REPORT (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2023
Achievements and performance in more detail
Outcomes
The outcomes of this project are improved emotional health for young people and increased knowledge of coping strategies and long-term solutions for young people and the whole family.
The young people who were on this project needed support and this extended to their families.
Overall we are seeing more young people present with more challenging and complex situations affecting their lives rather than low level anxiety and emotional wellbeing. We are therefore working with the young people and their families for longer, providing the support they need. Our practitioner has been working with the families to provide signposting and other referrals into other services to also continue the support after we have finished intervention. We have had two young people who we have had to support with issues around safeguarding and sought the appropriate support.
Young Persons feedback: When asked in what way has intervention changed the young persons life:
“Anxiety reduced, able to attend college and working on small changes to help keep this up.” - Young Person
“Confidence has improved a lot.” - Young Person
“ My general approach to life, better mental health and happier and healthier lifestyle.” - Young Person
“ How kind you [the practitioner] were and how you showed me that someone actually cares and is easy to talk to” - Young Person
“Anxiety has reduced slightly. Seems less angry when I become confrontational.” - Young Person
Parent/carer/guardian feedback:
“Honest and open communication, my child really trusted them. Coping strategies, someone to talk to.” - Parent
“College attendance, I have got my lovely boy back.” - Parent
“Talking to X we feel has enabled the young person to express their feelings without talking to family.” - Parent
Angus Lawson Memorial Trust
The money received from the Angus Lawson Memorial Trust has enabled us to have a huge impact on the lives of young people in the Lancaster and Morecambe district. We have been able to employ a Cognitive Behavioural Therapist (CBT) for 11.25 hours a week. The CBT therapist worked with the young people on relationships, school/college attendance, social interactions, hobbies and volunteering as well as creating CBT management plans for future sustainability. The CBT management plans can be used by the young people as a reference point to help them when they are struggling with their mental health in the future.
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ACHIEVE CHANGE & ENGAGEMENT ACE
TRUSTEES REPORT (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2023
Achievements and performance in more detail
The young people have been able to reduce and manage their symptoms, learnt new coping skills, and rebuild their confidence and resilience.
Comments from young people:
“ Talking through my emotions and making sense of them all in a logical way - laying it out within the "rules" as such of CBT, which made them feel far less daunting. “ - Young Person
“ Managed to begin my first relationship, move out of a living environment that wasn't good for me which in turn calmed me down massively and improved my motivation and ability to function” - Young Person “I feel like I've actually been able to understand my thoughts, feelings and overall self a lot more.” - Young Person
“ Far less anxious overall in general situations, managed to come off antidepressants. Having pretty much no panic attacks at all.” - Young Person
“ The fact that there was no limit on the amount of sessions you could have - the reason no other therapy has worked for me is because I was usually made to leave too soon.” - Young Person
Mark McQueen Memorial Fund
The Mark McQueen Memorial Funding was given to support young men 16-25 with the prevention of suicide. This included working with young men with suicide ideation.
Community donations
Donations were received from a number of sources to provide 1-2-1 emotional health and well-being support in Lancaster Royal Grammar School, Lancaster Girls Grammar School and community settings in the Morecambe area.
Student placements
We were able to offer 6 students placement opportunities to develop their knowledge and studies. These students were from a range of education providers, University of Cumbria, University of Central Lancashire and Runshaw College. The support they offered our young people 16-25 was extremely beneficial to the young people on our waiting list. All students were successful in their placements and we wish them all success in their future endeavours.
Financial review
The detailed results for the charity are included in the Statement of Financial Activities.
The financial statements show total income of £251,085 (2022: £209,372) and expenditure of £237,488 (2022: £192,149) generating a surplus of £13,597 (2022: £17,223) for the year. This comprises of a surplus of £14,497 (2022: £20,045) relating to restricted funds and a deficit of £900 (2022: £2,822) relating to general funds into the next financial year, after transfers between funds.
Funds at 31 March 2023 comprise restricted funds of £97,171 relating to on-going projects, leaving unrestricted general funds of £24,873 in the budget for 2023-24 which will be invested in future activity.
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ACHIEVE CHANGE & ENGAGEMENT ACE
TRUSTEES REPORT (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2023
Reserves
The charity reviewed its Reserves Policy in 2019 and following significant growth of funded project work agreed to hold reserves equivalent to three months running costs for its overhead costs. This is currently estimated to be £21,000 and current unrestricted reserves of £24,873 exceed this figure. Overheads are estimated based on costs not directly associated with project work which will ebb and flow as funding is secured and ends but includes primarily premises and administrative costs, management and administrative staff as well as estimated accrued redundancy liabilities.
The charity has reviewed itself and identified areas of development need to improve management and staff supervision and to respond to the needs of some young people who although improving have complex and multi layered needs that require long term support.
Plans for future periods
Longer term, the charity continues to face the challenges of securing funding within a climate of year-on-year funding from public bodies. Tendering opportunities are anticipated in the near future which it is hoped will provide greater term stability, allowing it to build on its current good work to secure longer term funding to meet its objects.
The charity has reviewed itself and identified areas of development need to improve management and staff supervision. This is ongoing and includes internal and external support and supervision. The charity is focussed on responding to the needs of some young people who although improving have complex and multi layered needs that require long term support.
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 affairs of the charity and of its financial activities for that period. In preparing those financial statements the trustees are required to:
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Select suitable accounting policies and then apply them consistently;
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Make judgements and estimates that are reasonable and prudent;
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State whether the policies followed are in accordance with applicable accounting standards, subject to any material departures disclosed and explained in the financial statements;
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Prepare the financial statements on the going concern basis unless it’s inappropriate to presume that the charity will continue in business.
The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention of fraud and other irregularities.
04/12/2023
This report was approved by the trustees and authorised for issue on the ........................ and is signed on their behalf by:
…………………………………… …………………………………… S Kay Trustee Trustee
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ACHIEVE CHANGE & ENGAGEMENT ACE
INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF ACHIEVE CHANGE & ENGAGEMENT ACE FOR THE YEAR ENDED 31 MARCH 2023
I report to the charity trustees on my examination of the accounts of the charity for the year ended 31 March 2023 which are set out on pages 15 to 29.
Responsibilities and basis of report
As the charity trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of the charity’s accounts carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
Since the charity’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the Act. I confirm that I am qualified to undertake the examination because I am a member of Association of Chartered Certified Accountants, which is one of the listed bodies.
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
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accounting records were not kept in respect of the charity as required by section 130 of the Act; or
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the accounts do not accord with those records; or
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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
I have no concerns and have come across no other 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.
Richard Hall FCCA
MHA Moore and Smalley Chartered Accountants Priory Close St Mary’s Gate Lancaster LA1 1XB
05/12/2023
……………………..
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ACHIEVE CHANGE & ENGAGEMENT ACE
STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 31 MARCH 2023
| Income from: Donations and legacies 3 Charitable activities 4 Total Expenditure on: Charitable activities 5 Total Net income/(expenditure) Transfers between funds Net movement in funds Reconciliation of funds: Total funds brought forward Total funds carried forward 12 |
Total Total Unrestricted Restricted funds funds funds funds 2023 2022 £ £ £ £ - 12,142 12,142 10,960 - 238,943 238,943 198,412 - 251,085 251,085 209,372 900 236,588 237,488 192,149 900 236,588 237,488 192,149 (900) 14,497 13,597 17,223 - - - - (900) 14,497 13,597 17,223 25,773 82,674 108,447 91,224 24,873 97,171 122,044 108,447 |
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All gains and losses in each period are included above.
All of the above amounts relate to continuing activities.
The notes on pages 17 to 29 form part of these financial statements.
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ACHIEVE CHANGE & ENGAGEMENT ACE
BALANCE SHEET
AS AT 31 MARCH 2023
| Current assets Debtors 10 Cash at bank and in hand |
£ £ £ £ 8,635 58,561 176,978 138,650 2023 2022 |
£ £ £ £ 8,635 58,561 176,978 138,650 2023 2022 |
£ £ £ £ 8,635 58,561 176,978 138,650 2023 2022 |
£ £ £ £ 8,635 58,561 176,978 138,650 2023 2022 |
|---|---|---|---|---|
| Creditors:amounts falling due within one year 11 Net current assets Total assets less current liabilities Net assets Funds: Unrestricted funds Restricted funds Total funds 12 |
185,613 (63,569) |
122,044 | 197,211 (88,764) |
108,447 108,447 108,447 25,773 82,674 108,447 |
| 122,044 | ||||
| 122,044 | ||||
| 24,873 97,171 |
||||
| 122,044 | ||||
04/12/2023
These accounts were approved by the trustees and authorised for issue on the ........................ and are signed on their behalf by:
…………………………………… …………………………………… S Kay Trustee Trustee
The notes on pages 17 to 29 form part of these financial statements.
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ACHIEVE CHANGE & ENGAGEMENT ACE
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2023
1 Accounting policies
Legal form
Achieve Change & Engagement ACE is a charitable incorporated organisation (CIO) registered in the United Kingdom. The address of the charity, the nature of its operations and its principal activities are all detailed in the Trustees’ report and charity administrative details pages in these financial statements.
Basis of accounting
The charity constitutes a public benefit entity as defined by FRS102. The financial statements have been prepared in accordance with the accounting policies set out in note to the accounts and comply with the charity’s governing document, the Charities Act 201 1 and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).
The financial statements have been prepared on a going concern basis under the historical cost convention. The financial statements are prepared in sterling which is the functional currency of the charity and are rounded to the nearest £.
The significant accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all years presented unless otherwise stated.
Preparation of the accounts on a going concern basis
The trustees do not consider there to be a material uncertainty at this time, and there is a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus, the trustees continue to adopt the going concern basis of accounting in preparing the financial statements.
Taxation
The charity is recognised by the Inland Revenue as a UK Charity and is entitled to exemptions from corporation tax.
Income
Grants where the application of the grant is determined by the funder are included as restricted funds. Grants where there are no conditions set by the funders other than the general objects of the charity are included as unrestricted funds. Grants are accrued when any conditions on their receipt have been met and are deferred where conditions on their receipt have not been met.
Income with contractual service requirements are accounted for when the conditions to entitlement are met and accounted for within unrestricted income from charitable activities. No income is shown net of expenditure.
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ACHIEVE CHANGE & ENGAGEMENT ACE
NOTES TO THE ACCOUNTS
FOR THE YEAR ENDED 31 MARCH 2023
1 Accounting policies (continued)
Expenditure
Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure has been classified under headings that aggregate all costs related to the category. Expenditure is recognised where there is a legal or constructive obligation to make payments to third parties, it is probable that the settlement will be required, and the amount of the obligation can be measured reliably.
Support costs are those which assist the work of the charity but do not directly represent charitable activities and include office costs and governance costs. They are incurred directly to support the objectives of the charity. Expenditure is inclusive of irrecoverable VAT.
Debtors and creditors
Debtors and creditors with no stated interest rate and receivable and payable within one year are recorded at transaction price. Any losses arising from impairment are recognised in expenditure.
Cash and cash equivalents
Cash held by the charity includes amounts held on call at banks.
Accumulated funds
Unrestricted funds - these are available for use at the discretion of the trustees in furtherance of the general activities of the charity
Restricted funds - these are subjected to restrictions on their expenditure imposed by the donor. The restricted fixed asset fund represents assets purchased from specific grants and funds future depreciation of those assets.
Financial instruments
The Charity has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.
Financial instruments are recognised in the Charity ’s balance sheet when the Charity becomes party to contractual provisions of the instrument.
Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to offset the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.
Basic and other financial assets
Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.
The charity has no financial instruments that are classified as other financial assets.
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ACHIEVE CHANGE & ENGAGEMENT ACE
NOTES TO THE ACCOUNTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023
1 Accounting policies (continued)
Impairment of financial assets
Financial assets are assessed for indicators of impairment at each reporting end date.
Financial assets are impaired where there is objective evidence that, as a result of one or more events that occurred after the initial recognition of the financial asset, the estimated future cash flows have been affected. If an asset is impaired, the impairment loss is the difference between the carrying amount and the present value of the estimated cash flows discounted at the asset’s original effective interest rate. The impairment loss is recognised in the statement of financial activities.
If there is a decrease in the impairment loss arising from an event occurring after the impairment was recognised, the impairment is reversed. The reversal is such that the current carrying amount does not exceed what the carrying amount would have been, had the impairment not previously been recognised. The impairment reversal is recognised in the statement of financial activities.
De-recognition of financial assets
Financial assets are derecognised only when the contractual rights to the cash flows from the asset expire or are settled, or when the charity transfers the financial asset and substantially all the risks and rewards of ownership to another entity, or if some significant risks and rewards of ownership are retained but control of the asset has transferred to another party that is able to sell the asset in its entirety to an unrelated third party.
Classification of financial liabilities
Financial liabilities and equity instruments are classified according to the substance of the contractual arrangements entered into. An equity instrument is any contract that evidences a residual interest in the assets of the charity after deducting all of its liabilities.
Basic and other financial liabilities
Basic financial liabilities, including creditors, are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future receipts discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised. Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.
The charity has no liabilities which are classified as other financial liabilities.
De-recognition of financial liabilities
Financial liabilities are derecognised when the charity ’s contractual obligations expire or are discharged or cancelled.
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ACHIEVE CHANGE & ENGAGEMENT ACE
NOTES TO THE ACCOUNTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023
2 Judgements and key sources of estimation uncertainty (continued)
In the application of the Charity’s accounting policies, the trustees are required to make judgements, estimates and assumptions about the carrying amounts of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.
The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods.
Key assumptions, judgements and estimates
In the opinion of the Trustees’ there have been no significant judgements made in the process of applying the above accounting policies. There have been no key assumptions concerning future and other key sources of estimation uncertainty at the reporting date that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next financial year.
3 Income from donations and legacies
| Unrestricted | Restricted | Total | Total | ||
|---|---|---|---|---|---|
| funds | funds | 2023 | 2022 | ||
| £ | £ | £ | £ | ||
| Donations | - | 12,142 | 12,142 | 10,960 | |
| - | 12,142 | 12,142 | 10,960 | ||
In the comparative year, all income from donations were restricted funds.
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ACHIEVE CHANGE & ENGAGEMENT ACE
NOTES TO THE ACCOUNTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023
4 Income from charitable activities
| Clinical Commissioning Groups BBC Children In Need Banks Lyon Memorial Trust Community Foundation Francis C Scott Carnforth High School MIND |
Unrestricted Restricted Total Total funds funds 2023 2022 £ £ £ £ - 39,507 39,507 71,232 - 49,849 49,849 49,235 - - - 5,000 - 2,684 2,684 - - 27,550 27,550 18,950 - 9,500 9,500 6,500 - - 4,462 |
|---|---|
| Westminster Foundation | - 8,515 8,515 9,214 |
| NHS Lancashire & Cumbria ICB Masonic Charitable Foundation Heysham High School Angus Lawton Memorial Trust ER Wilson Awards for All Butterfly Conservation |
- 62,843 62,843 - - 4,834 4,834 - - 17,100 17,100 17,550 - 14,322 14,322 7,052 - - - 2,000 - 2,239 2,239 6,717 - - - 500 |
| - 238,943 238,943 198,412 |
In the comparative year, all income from charitable activities were restricted funds.
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NOTES TO THE ACCOUNTS (CONTINUED)
ACHIEVE CHANGE & ENGAGEMENT ACE
FOR THE YEAR ENDED 31 MARCH 2023
5 Expenditure on charitable activities
----- Start of picture text -----
Youth wellbeing and support
Unrestricted Restricted Total Total
Activity Funds Funds 2023 2022
£ £ £ £
Youth worker costs - 223,431 223,431 182,186
Fund raising expenses - 16 16 19
Insurance - 1,419 1,419 1,162
Office accommodation costs - 5,632 5,632 4,057
Payroll processing - 360 360 360
Advertising - 175 175 -
Travel - 1,009 1,009 69
Printing, postage and stationary - 294 294 507
Web design - - - 17
Membership & Accreditation - 35 35 35
Telephone - 1,276 1,276 1,383
Staff training - 65 65 602
Sundry - 2,876 2,876 1,002
Support Costs ( note 6 ) 900 - 900 750
900 236,588 237,488 192,149
----- End of picture text -----
In the comparative year, expenditure on charitable activities included £750 on unrestricted funds and £191,399 on restricted funds.
6 Support costs
| Accountancy fees Companies House fees |
Total Total 2023 2022 £ £ 900 750 - - 900 750 |
|---|---|
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ACHIEVE CHANGE & ENGAGEMENT ACE
NOTES TO THE ACCOUNTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023
7 Net income/(expenditure)
| Net income/(expenditure) is stated after charging/(crediting): Independent examiner's remuneration: - independent examination fee |
2023 2022 £ £ 900 750 |
|---|---|
8 Staff costs and emoluments
Total staff costs for the year were as follows:
| Employment costs Wages and salaries Social security costs Pension costs The number of employees during the period was: |
2023 2022 £ £ 179,970 133,581 4,620 1,745 2,646 1,768 |
|---|---|
| 187,236 137,094 |
|
| Number of employees (all part time) Charity Coordinator Emotional Health & Wellbeing Practitioners |
2023 2022 No No 1 1 13 11 |
| 14 12 |
No employee received emoluments of more than £60,000 during the year.
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ACHIEVE CHANGE & ENGAGEMENT ACE
NOTES TO THE ACCOUNTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023
9 Trustees (and directors) remuneration and key management personnel
The key management personnel of the charity are considered to be the trustees.
No trustees were remunerated through the payroll of the charity, however, one trustee did receive payments from the charity as described in note 16 to the financial statements.
10 Debtors
| Debtors Other debtors |
2023 2022 £ £ 8,426 58,561 209 - |
|---|---|
| 8,635 58,561 |
|
11 Creditors: Amounts falling due within one year
| Trade creditors Accruals Deferred income Deferred income brought forward Released in the year Grants received in advance Deferred income carried forward |
2023 2022 £ £ 5,572 4,566 900 3,208 57,097 80,990 |
|---|---|
| 63,569 88,764 2023 2022 £ £ 80,990 50,784 (80,990) (50,784) 57,097 80,990 |
|
| 57,097 80,990 |
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ACHIEVE CHANGE & ENGAGEMENT ACE
NOTES TO THE ACCOUNTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2023
12 Analysis of charitable funds
| Unrestricted funds General fund |
At 1 At 31 April Transfers & March 2022 Income Expenditure gains/losses 2023 £ £ £ £ £ 25,773 - (900) - 24,873 |
|---|---|
| 25,773 - (900) - 24,873 |
|
| Restricted funds Clinical Commissioning Groups: North Lancashire Fylde & Wyre Fylde & Wyre - schools NLCCG CAMHS Transformation FWCCG Non Recurring Fund Other: BBC Children In Need Banks Lyon Memorial Trust Children In Need Trauma Francis C Scott Francis C Scott Resource Pack PQASSO Cost Saving Mark McQueen OL Catholic High School YOLO Carnforth High School MIND Grant Westminster Foundation LRGS LGGS Active Lancashire MUFC Fundraising Paid for support Bay Leadership Academy MGCCG Non Recurring Fund FWCCG Non Recurring Fund ALMT Funding Awards for All ICB for ASC/LGBTQI CYP ICB for Fylde & Wyre extended Masonic Foundation Other donations |
|
| - 6,738 (6,738) - - - 12,588 (12,588) - - 6,705 26,819 (24,439) - 9,085 3,496 6,738 (8,432) - 1,802 - 3,500 (2,998) - 502 1,190 10,490 (9,977) - 1,703 2,568 - (2,568) - - 5,706 39,359 (38,057) - 7,008 282 15,750 (15,521) - 511 2,950 11,800 (9,531) - 5,219 1,445 - - - 1,445 1,800 - - - 1,800 - 2,684 - - 2,684 3,349 - (2,388) - 961 1,491 - 506 - 1,997 984 9,500 (10,484) - - 1 - - - 1 1,416 8,515 (9,581) - 350 2,400 - (2,422) 22 - 3,000 - (3,134) 134 - 500 - - - 500 4,490 - (2,758) - 1,732 1,734 - (1,734) - - - 17,100 (17,100) - - 6,201 22,968 (25,946) - 3,223 8,400 - (2,060) - 6,340 377 14,321 (16,001) 1,303 - 765 2,239 (3,004) - - - 10,000 (8,217) - 1,783 - 13,000 (1,416) - 11,584 - 4,834 - - 4,834 21,424 12,142 - (1,459) 32,107 |
|
| 82,674 251,085 (236,588) - 97,171 |
|
| Total funds | |
| 108,447 251,085 (237,488) - 122,044 |
|
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ACHIEVE CHANGE & ENGAGEMENT ACE
NOTES TO THE ACCOUNTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023
12 Analysis of charitable funds (continued)
Clinical Commissioning Group Contracts
The funding allows ACE to operate peer support groups, deliver participation and run one to one work in various schools and community venues across Lancaster, Fylde and Wyre for young people.
BBC Children In Need
Funding is used to reduce distress, improve the emotional health and wellbeing and build the resilience of children aged 11-18 outside of school hours.
Banks Lyon Memorial Trust, Galbraith Trust, Paid for Support, LRGS , LGGS, Mark McQueen, Masonic Foundation and MUFC Fundraising and Other Donations
This grant, fundraising income and donation is used to support the aims and objectives of ACE, supporting young people to reduce anxiety, low self-esteem and social isolation and to improve emotional health and wellbeing to decrease school nonattendance at locations within Lancaster.
Children In Need Trauma
Funding is confirmed for three years from 2020/21 for ACE to deliver trauma focussed therapy to young people aged 10 to 19 years and to raise the skills of our wider team to recognise potential indicators of trauma and provide support. This work provides support to young people who have experienced traumatic events including emotional, physical and sexual abuse, exploitation, bereavement and domestic violence. The initial staff appointment to this work was before funding started and this overspend will be offset at the end of the grant.
Community Foundation
Funding provides support for ACE to support and develop its volunteers to ensure they have the skills to support young people to improve their emotional health and wellbeing.
Francis C Scott
Funding has been secured to reduce the waiting time before young people can access the service and in order to prioritise the work with young people to improve emotional health and build resilience for those that are at risk of becoming homeless and those who are aged 16 to 24 living in supported housing.
Resource Pack & PQASSO Cost Saving
These funds will be used to create and provide curriculum resources and will support the work of ACE.
OL Catholic High School
Following some fundraising by the school, support is provided within the school offering person centred, solution focussed support for young people with poor emotional health.
YOLO
The fund is used to train young people in research and training skills so they can become volunteers for the charity.
Westminster Foundation
– Funding for a family worker during a pilot project working with young people aged 11 25 who have poor emotional health together with their families in rural Lancashire.
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ACHIEVE CHANGE & ENGAGEMENT ACE
NOTES TO THE ACCOUNTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2023
12 Analysis of charitable funds (continued)
Active Lancashire
Small grant to support a project encouraging the participation of young people in an outside challenge and the creation of a video.
Bay Leadership Academy and Carnforth High School
Schools commission Emotional Health Practitioner time to offer person-centred and solution focussed support for young people with poor emotional health.
MBGGC Non-recurring Fund
One off funding to increase capacity within ACE to deliver the existing service and manage increased demands on our service. This funding provided additional therapy hours within schools, a specialist Counsellor and additional hours for the triage assessment Practitioner and Increased management time.
FWCCG Non-recurring Fund
This project allowed us to research to identify from a school, child and parent perspective the mental the well-being and mental health needs of primary school children aged 7 to 11, in Fylde and Wyre and how could they best be met.
Carnforth High School
This fund allowed to have a specific emotional health practitioner based in Carnforth High school to help young people to build resilience, self-esteem and confidence.
Angus Lawson Memorial Trust Funding
Funding for a specialist Cognitive Behavioural Therapist to effectively support relevant young people referred to the service and support the clinical supervision of all practitioners in order to improve physical, mental health and well-being for all beneficiaries, increase self-esteem, confidence, reduce anxiety, social isolation and confusion. This fund also helped to reduce waiting times for the A-C-E service.
Awards for All
Funding to provide a triage assessor to enable assessment of the needs of the young people referred to ACE in a timely manner to identify the urgency of the case and allocate them to the practitioner with the best skills to meet their needs or alternatively to refer them on to a more appropriate service.
Integrated Care Board/Clinical Commissioning Group Contracts
Some short term funding for research projects and a pilot to support specialist work was also received.
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ACHIEVE CHANGE & ENGAGEMENT ACE
NOTES TO THE ACCOUNTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2023
13 Analysis of charitable funds: Prior Year
| Unrestricted funds General fund |
At 1 At 31 April Transfers & March 2021 Income Expenditure gains/losses 2022 £ £ £ £ £ 28,595 - (750) (2,072) 25,773 |
|---|---|
| 28,595 - (750) (2,072) 25,773 |
|
| Restricted funds Clinical Commissioning Groups: North Lancashire Fylde & Wyre Fylde & Wyre - schools NLCCG CAMHS Transformation CCG Pop In's Other: BBC Children In Need Banks Lyon Memorial Trust Children In Need Trauma Community Foundation Francis C Scott Francis C Scott Resource Pack PQASSO Cost Saving Lloyds Bank Foundation for England OL Catholic High School YOLO Carnforth High School MIND Grant Westminster Foundation LRGS LGGS CANW CAMHS Backlog Funding Active Lancashire MUFC Fundraising Paid for support CVS Urgent Response Bay Leadership Academy |
- 6,704 (6,704) - - - 12,384 (12,384) - - 4,342 26,364 (24,001) - 6,705 3,028 6,704 (6,236) - 3,496 1,452 1,080 (2,532) - - 1,120 9,976 (9,906) - 1,190 1,243 5,000 (3,675) - 2,568 1,488 39,259 (35,041) - 5,706 - - 1,155 16,000 (16,873) - 282 - 2,950 - - 2,950 1,445 - - - 1,445 1,800 - - - 1,800 1,774 - (1,774) - - 5,413 - (2,064) - 3,349 1,491 - - - 1,491 - 6,500 (5,516) - 984 2,760 4,462 (7,221) - 1 160 9,214 (8,164) 206 1,416 2,400 - - - 2,400 3,219 - (1,717) 1,498 3,000 5,696 - (5,696) - - 500 - - - 500 5,078 - (588) - 4,490 593 3,297 (2,156) - 1,734 1,000 - (1,000) - - - 17,550 (17,550) - |
| Butterfly Conservation Project | - 500 (500) - - |
| MGCCG Non Recurring Fund | - 7,656 (1,455) - 6,201 |
| ER Wilson FWCCG Non Recurring Fund ALMT Funding Awards for All |
- 2,000 (2,007) 7 - - 10,340 (1,940) - 8,400 - 7,052 (6,675) - 377 - 6,717 (5,952) - 765 |
| Other donations | 15,472 7,663 (2,072) 361 21,424 |
| 62,629 209,372 (191,399) 2,072 82,674 |
|
| Total funds | 91,224 209,372 (192,149) - 108,447 |
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ACHIEVE CHANGE & ENGAGEMENT ACE
NOTES TO THE ACCOUNTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2023
14 Analysis of net assets by funds: Current year
| 15 | Fund balances at 31 March 2023 are represented by: Current assets Creditors: amounts falling due within one year Analysis of net assets by funds: Prior Year |
Unrestricted Restricted Total Funds Funds £ £ £ 25,773 159,840 185,613 (900) (62,669) (63,569) 24,873 97,171 122,044 |
|---|---|---|
| Fund balances at 31 March 2022 are represented by: Current assets Creditors: amounts falling due within one year |
Unrestricted Restricted Total Funds Funds £ £ £ 26,523 170,688 197,211 (750) (88,014) (88,764) 25,773 82,674 108,447 |
16 Related party transactions
The charity was under the control of the trustees during the current and prior period.
During the year S Temple, a trustee and director of the charity, invoiced the charity £1,860 (2022: £1,063) for youth worker project management fees. This amount includes expenses incurred. A balance of £1,860 (2022: £159) was due to S Temple at the year end.
During the year C Welsby, a trustee and director of the charity, invoiced the charity £5,400 (2022: £3,900) for rent in relation to office space. A balance of £nil (2022: £300) was due to C Welsby at the year end.
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