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2025-12-31-accounts

Acumen Academy UK

Report of the Trustees and Unaudited Financial Statements for the Year Ended 31 December 2025

Registered Charity No. 1185457

ANDERSON BARROWCLIFF LIMITED Chartered Accountants

Acumen Academy UK

Contents

Charity information
Report of the Trustees
Statement of financial activities
Balance sheet
Notes to the accounts
Independent Examiner’s Report
Pages

1
2 - 3
4
5
6 – 12
13

Acumen Academy UK

Charity Information

Trustees: Rebecca Eastmond
Sarah Farooq
Duro Oye
David Jeremy Gold
Katherine Osborn
Katherine Parker
Leonie Jarrett – appointed 11 February 2026
Programme Director: Benjamin Lane
Charity Number: 1185457
Principal Address: Acumen Academy UK
Somerset House
Strand
London
WC2R 1LA
Bankers NatWest Bank Plc
P O Box 414
38 Strand
London
WC2H 5JB
Independent Examiner Mrs J M Bennett
Anderson Barrowcliff Limited
3 Kingfisher Court
Bowesfield Park
Stockton on Tees
TS18 3EX

Page 1

Acumen Academy UK

Report of The Council of Management

The Trustees present their report together with financial statements for the Year Ended 31 December 2025.

The Trustees have adopted the provisions of the Statement of Recommended Practice (SORP) “Accounting and Reporting by Charities” in preparing the annual report and financial statements of the charity.

The financial statements have been prepared in accordance with the accounting policies set out in notes to the accounts and comply with the charity’s governing document, the Charities Act 2011 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 published in October 2019.

OBJECTIVES AND ACTIVITIES

The Charity’s objects are to advance education, development and training of individuals to enable them to work for the benefit of society and deliver progressive social change in communities and organisations. The principal activity is to deliver leadership training through online and residential programmes for those working to create social or environmental change, mainly charities, social enterprises and other purpose-led organisations.

ACHIEVEMENTS AND PERFORMANCE

The charity completed the 2025 UK Fellows Programme, which supported a cohort of 17 Founders, CEOs, and Senior Leaders to strengthen the leadership skills and community networks required to address entrenched social challenges in their communities. Analysis and evaluation of the 2025 UK Fellows Programme evidenced:

Alongside the core programme, the Charity has continued to strengthen “The Foundry” – a range of opportunities and events for programme alumni. Across our 84 UK Fellows, evaluation of the Foundry in 2025 showed:

The Charity also completed a successful outreach campaign for the 2026 Fellowship, engaging over 100 partner organisations and speaking directly with more than 250 social leaders to identify potential applicants for the 2026 UK Fellowship cohort.

Alongside this, the Charity partnered with a range of foundations and organisations to design and deliver tailored programmes that build trust and develop transformative leadership across diverse senior leaders in the social sector.

Further details can be found at https://assets.acumenacademy.org/uk-fellowship-impact-report-2025.pdf

Page 2

Acumen Academy UK

Report of The Council of Management

FINANCIAL REVIEW

The charity made a surplus of £111,412 (2024: deficit £109,892) during the year on unrestricted funds and surplus of £Nil (2024: £Nil) on restricted funds. The unrestricted funds at the year-end stood at £213,344 (2024: £101,932) and the restricted funds were £Nil (2024: £Nil).

Reserves Policy

Reserves are that part of a charity’s unrestricted funds that are freely available to spend on any of the charity’s purposes.

Acumen Academy UK has the ambition to maintain free unrestricted reserves:

STRUCTURE, GOVERNANCE AND MANAGEMENT

Acumen Academy UK CIO was incorporated on 23 September 2019. The CIO started to operate on 1 January 2020.

Governing document

The Charitable Incorporated Organisation’s governing document is its constitution dated 19 September 2019.

Appointment and Recruitment of Trustees

Other than the first charity trustees, every trustee must be appointed for a term of three years by a resolution passed as a properly convened meeting of the trustees. In selecting individuals for appointment as trustees, the charity has regard to the skill, knowledge and experience needed for the effective administration of the CIO.

Organisational structure

The Trustees hold quarterly Board Meetings where key decisions around governance are made and recorded in the minutes. The day to day running of the charity is dealt with by the Programme Director.

Trustee Statement

In setting our objectives and planning our activities, the trustees have given careful consideration to the Charity Commission guidance on public benefit.

Approved by order of the board of trustees on and signed on its behalf by

………………………………………………………………………………. R Eastmond Trustee

Date: 16/03/2026

Page 3

Acumen Academy UK

Statement of Financial Activities

for the Year Ended 31 December 2025

2025
2025
Restricted
Funds
Unrestricted
Funds
Note
£
£
Income
Donations & legacies
2
184,500
212,098
Other trading activities
3
-
19,650
Investment income – interest received
-
3,143
Total Income
184,500
234,891
Expenditure
Charitable activities
4
184,500
123,479
Total Expenditure
184,500
123,479
Net expenditure for the year / net
movement in funds
-
111,412
Fund balances brought forward at
1 January 2025
-
101,932
Fund balances carried forward at
31 December 2025
11
-
213,344
2025
Total
Funds
£
396,598
19,650
3,143
419,391
307,979
307,979
111,412
101,932
213,344
2024
Total
Funds
£
156,198
-
4,034
160,232
270,124
270,124
(109,892)
211,824
101,932

The accompanying notes form part of these financial statements

Page 4

Acumen Academy UK

Balance Sheet for the Year Ended 31 December 2025

Fixed Assets
Tangible assets
Current Assets
Cash at bank and in hand
Debtors
Creditors: Amounts falling due within
one year
Net Current Assets
Net Assets
Funds
Restricted
Unrestricted
Total Funds
…………………………………………………………………
R Eastmond
Trustee
Notes
8
9
10
11
…………….
2025
£
£
379
232,862
1,000
233,862
20,897
212,965
213,344
-
213,344
213,344
2024
£
£
1,006
168,686
7,181
175,867
74,941
100,926
101,932
-
101,932
101,932

The accounts were approved by the Trustees on …………………………………………………….

The accompanying notes form part of these financial statements.

Page 5

Acumen Academy UK

Notes to the Financial Statements for the Year Ended 31 December 2025

1 ACCOUNTING POLICIES

(a) General information and basis of preparation

The charity is a registered charity in England. The address of the principal office is given in the charity information on page 1. The nature of the charity’s activities are shown in the Report of the Trustees.

The charity constitutes a public benefit entity as defined by FRS 102. The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued in October 2019, the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102), the Charities Act 2011 and UK Generally Accepted Practice as it applies from 1 January 2015.

The financial statements have been prepared to give a ‘true and fair’ view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a ‘true and fair view’. This departure has involved following the 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 published in October 2019 rather than the accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.

The financial statements are prepared on a going concern basis under the historical cost convention. The charity currently has sufficient reserves to continue in operation. The Trustees therefore believe that it is appropriate to prepare the financial statements on a going concern basis.

The financial statements are prepared in sterling which is the functional currency of the charity, 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.

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

Income from other trading activities includes income recognised as earned (as the related goods or services are provided) under contract. There is no netting off within the accounts.

Donations are credited to income as they are received. Grants received are recognised as income for the period which they relate to.

Page 6

Acumen Academy UK

Notes to the Financial Statements for the Year Ended 31 December 2025

(c)

Expenditure

All expenditure is accounted for on an accruals basis and 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 can be measured reliably. Irrecoverable VAT is included in expenditure against the relevant cost for which the expenditure was incurred. Expenditure is classified under the following headings:-

(d)

Fixed Assets

Fixed assets are stated at cost less accumulated depreciation. Assets costing less than £500 are not capitalised.

Computer equipment is depreciated on a 33% straight line basis to write off each asset over its estimated useful life.

Debtors

Trade and other debtors with no stated interest rate and receivable within one year are recognised at the transaction price.

Cash at bank

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

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.

(h) Fund accounting

General funds are unrestricted funds which are available for use at the discretion of the trustees in furtherance of the general objectives of the charity and which have not been designated for other purposes.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the charity for particular purposes. The cost of raising and administering the funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements.

Financial instruments

The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value.

Pension Costs

The charity operates a defined contribution pension scheme for the benefit of its employees and contributions are charged to the SOFA in the year in which they are made.

Page 7

Acumen Academy UK

Notes to the Financial Statements for the Year Ended 31 December 2025

(k) Going concern

The financial statements have been prepared on a going concern basis as the trustees believe that no material uncertainties exist. The trustees have considered the level of funds held and the expected level of income and expenditure for 12 months from authorising these financial statements. The budgeted income and expenditure is sufficient with the level of reserves for the charity to be able to continue as a going concern.

2

DONATIONS AND LEGACIES

2025
2025
Restricted
Unrestricted
£
£
Garfield Western
Postcode Innovation
The Dulverton Trust
AB Charitable Trust
The Aurum Charitable Trust
Symondson
32,000
100,000
30,000
22,500
-
-
-
-
-
-
20,000
35,000





Segelman Trust
-
40,000
J&C Stares
-
24,998
The David Cock Foundation
-
57,100
Acumen Fund, Inc
InThallo
Stratton Chase Foundation
-
-
-
-
10,000
25,000


184,500
212,098
2025
Total
£
32,000
100,000
30,000
22,500
20,000
35,000
40,000
24,998
57,100
-
10,000
25,000
396,598
2024
Total
£
32,000
-
-
-
-
-
40,000
24,993
50,000
9,205
-
-
156,198

In 2024 £32,000 of the income was restricted, and £124,198 was unrestricted.

3

OTHER TRADING ACTIVITIES

Collective Leadership Group
Structured Mentorship
The Segalman Trust
CEO Leadership Training
All Unrestricted
2025
2024
£
£
250
14,000
3,400
2,000
-
-
-
-
19,650
-
All Unrestricted
2025
2024
£
£
250
14,000
3,400
2,000
-
-
-
-
19,650
-
-

Page 8

Acumen Academy UK

Notes to the Financial Statements for the Year Ended 31 December 2025

4 CHARITABLE ACTIVITIES

Costs directly allocated to activities:
Salary costs
Pension costs
Programme delivery
Cohort outreach and selection
Acumen Programme Licence & support fees
Direct consultancy
Support Costs allocated to activities
Technology & software costs
General costs
Rent
Other Staff costs
Consultancy
Insurance
Bank Charges
Depreciation
Governance costs (note 5)
Total
2025
£
167,692
4,234
82,751
4,819
27,303
-
286,799
1,644
193
4,172
2,884
5,377
215
114
628
5,953
21,181
307,979
2024
£
134,855
5,686
80,692
1,702
-
24,855
247,790
1,342
780
3,226
2,823
7,927
209
85
974
4,968
22,334
270,124

In 2024 £32,000 of the expenditure was restricted and £238,124 was unrestricted.

5 GOVERNANCE COSTS

Accountancy
- independent examination
- other
Legal fees
2025
£
3,000
1,435
1,518
5,953
2024
£
3,000
1,578
390
4,968

6 TRUSTEE REMUNERATION AND EXPENSES

None of the Trustees received any remuneration from the Charity. No expenses were paid to the Trustees during this year or the previous year.

Page 9

Acumen Academy UK

Notes to the Financial Statements for the Year Ended 31 December 2025

7 EMPLOYEE INFORMATION

Staff costs are as follows:-
Wages & salaries
National Insurance
Pension costs
2025
£
162,177
5,515
4,234
171,926
2024
£
126,001
8,854
5,686
140,541

The number of employees whose remuneration (excluding national Insurance contributions) exceeded £60,000 was as follows:-

70,001 – 80,000
The average number of employees was:-
Direct
2025
£
1
2025
3
2024
£
1
2024
2

Key management personnel

The charity considers the Key Management Personnel to be the Trustees and the Programme Director. The salary of the key management personnel (including pension contributions and employer’s National Insurance amounts to £89,156.

8
TANGIBLE FIXED ASSETS
Computer
Equipment

£
Cost 1 January 2025
4,082
Depreciation
Brought forward
3,075
Charge for year
628
At 31 December 2025
3,703
Net Book Value
31 December 2025
379
Net Book Value
31 December 2024
1,006
9
DEBTORS
2025
£
Other debtors
1,000
Total
£
4,082
3,075
628
3,703
379
1,006
2024
£
7,181

Page 10

Acumen Academy UK

Notes to the Financial Statements for the Year Ended 31 December 2025

10 CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

Trade creditors
Accruals
Social security and other taxes
Other creditors
Deferred income
2025
2024
£
£
42
3,956
3,102
3,047
3,141
2,938
612
14,000
15,000
50,000
20,897
74,941

The deferred income in the current year relates to monies received for a mentoring training programme in 2025 which was not completed until 2026.

The deferred income in the prior year relates to grant funding received relating to the following year.

11 ANALYSIS OF CHARITABLE FUNDS

Balance Balance Balance
1 January Incoming Resources 31 December
2025 Resources Expended 2025
£ £ £ £
Unrestricted Funds 101,932 234,891 (123,479) 213,344
Restricted Funds
Garfield Western - 32,000 (32,000) -
Postcode Innovation - 100,000 (100,000) -
The Dulverton Trust - 30,000 (30,000) -
AB Charitable Trust - 22,500 (22,500) -
Total - 184,500 (184,500) -
Total funds 101,932 419,391 (307,979) 213,344

All the restricted funds were to set up the Fellows programme and to provide the training for the 2024 and 2025 cohorts.

12 ANALYSIS OF NET ASSETS BETWEEN FUNDS

Unrestricted
Funds
£
Tangible Fixed Assets
379
Current Assets
233,862
Liabilities
(20,897)
213,344
Restricted
Funds
£
-
-
-
-
Total
£
379
233,862
(20,897)
213,344

13 PENSION COSTS

The charity operates a contributory pension scheme. It is a defined contributions scheme and contributions are charged to the SOFA in the period that they relate to. The charge for the year was £4,234 (2024: £5,686).

Page 11

Acumen Academy UK

Notes to the Financial Statements for the Year Ended 31 December 2025

14 RELATED PARTY TRANSACTIONS

A trustee of the charity, Rebecca Eastmond is a trustee in The David Cock Foundation and The Segelman Trust, both of which made donations to the charity this year (£57,100 and £40,000 respectively). She also serves on the Acumen Fund Inc global advisory board. A Management charge of £27,303 was paid to Acumen Global in the year. Acumen Academy UK is a regional affiliate of the Acumen Fund Inc and is licenced to administer the Acumen Fellowship and Leadership programmes in the UK.

During the year mentoring payments of £200 have been paid to a trustee, David Gold. This was on normal commercial terms.

No other related party transactions occurred during the year.

Page 12

Acumen Academy UK

Independent Examiner's Report to the Trustees

I report to the charity trustees on my examination of the accounts of the Charity for the year ended 31 December 2025 which are set out on pages 4 to 12.

Responsibilities and basis of report

As the charity's 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 your charity’s accounts as 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

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 that in any material respect:

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.

J M Bennett FCA Anderson Barrowcliff Limited Chartered Accountants 3 Kingfisher Court Bowesfield Park Stockton on Tees TS18 3EX

Date: …………………………………………….

Page 13