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2024-12-31-accounts

Registered number: Charity number: 1182367

ACHIEVING GOALZ AND DREAMS

(A company limited by guarantee)

UNAUDITED

TRUSTEES' REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2024

ACHIEVING GOALZ AND DREAMS (A company limited by guarantee)

CONTENTS

Page
Reference and administrative details of the Charity, its Trustees and advisers 1
Trustees' report 2 - 4
Trustees' responsibilities statement 5
Independent examiner's report 6
Statement of financial activities 7
Balance sheet 8 - 9
Notes to the financial statements 10 - 20

ACHIEVING GOALZ AND DREAMS (A company limited by guarantee)

REFERENCE AND ADMINISTRATIVE DETAILS OF THE CHARITY, ITS TRUSTEES AND ADVISERS FOR THE YEAR ENDED 31 DECEMBER 2024

Trustees Surinder Kaur Lynne Page Andippe Purewal Karamjit Singh Deborah Southwick

Charity registered number 1182367 Registered office 35 Foster Avenue Hednesford Cannock WS12 4HN

Page 1

ACHIEVING GOALZ AND DREAMS (A company limited by guarantee)

TRUSTEES' REPORT FOR THE YEAR ENDED 31 DECEMBER 2024

The Trustees present their annual report together with the financial statements of Achieving Goalz and Dreams for the year 1 January 2024 o 31 December 2024.The Annual report serves the purpose of both a Trustee’ report and a directors’ report under company law. The Trustees confirm the Annual report and the financial statements of the charitable company comply with the current statutory requirements, the requirements of the company’s governing document and the provision of the Statement of Recommended Practice (SORP) applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) (effective 1 January 2019).

Since the Company qualifies as small under section 382 of the Companies Act 2006, the Strategic report required of a medium and large copmanies under the Companies Act 2006 (Strategic Report and Directors' Report) Regulation 2013 has been omitted.

Public Benefit

In setting objectives and planning for activities, the Trustees have given due consideration to the general guidance published by the Charity Commission relating to public benefit, including the guidance ‘Public benefit: running a charity (PB2)’.

Introduction

The Trustees of Achieving Goalz and Dreams are pleased to present their annual report together with the financial statements for the year ending 31 December 2024.

This report provides an overview of the organisation’s objectives, key activities, achievements during the year, and plans for the future.

Objectives and Activities

Our organisation continues to focus on improving the lives of young people through education, mentoring, early intervention, and promoting healthy and active lifestyles.

Our core aims are to:

Provide targeted early help interventions through our Locality, Repair & Restore, and HAF (Holiday Activities and Food) programmes.

Achievements and Performance

Overview – 2024 proved to be another challenging year, with school funding continuing to be difficult to access due to budget cuts. Despite this, the organisation achieved significant success in maintaining and expanding its reach and impact across the community.

The Trustees are deeply grateful for the continued commitment and hard work of Nicola and Bal, who secured key funding for HAF, Space, and Locality programmes throughout the year.

Programme Highlights

Page 2

(A company limited by guarantee)

ACHIEVING GOALZ AND DREAMS

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2024

Staff and Volunteers:

Financial Review

Our income was £81,010 and expenditure £79,417.

While financial challenges persisted due to school funding constraints, careful management and the dedication of staff ensured the continuation of all core programmes.

The organisation met its budget requirements through effective cost control and grant income from Staffordshire County Council and other local partners.

Trustees remain committed to maintaining a sustainable financial position and seeking new funding opportunities in 2025.

Plans for Future Periods

Looking ahead to 2025, the Trustees have set the following priorities:

  1. Secure additional HAF funding from Staffordshire County Council to expand provision (decision expected February 2025).

  2. Develop more school programmes, including PE sessions, breakfast clubs, and after-school clubs.

  3. Apply for extra Space 2025 funding to increase capacity and engagement.

  4. Seek further Locality and Repair & Restore funding from Cannock Council.

  5. Expand the partnership with Queensridge, supporting three additional homes with weigh-in, seated exercise, and healthy lifestyle sessions.

  6. Improve transport resilience, training and insuring two additional sessional staff to drive vehicles and the minibus.

  7. Build new partnerships with schools and PRUs in Stonnall and Stafford.

  8. Work with Staffordshire Police to develop new ASB early intervention projects in Stafford.

  9. Collaborate with Cannock Chase Council and the Community Hub to grow ASB and R&R projects, including funding for a part-time worker.

Page 3

ACHIEVING GOALZ AND DREAMS

(A company limited by guarantee)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2024

Recruit more sessional and volunteer staff to sustain and expand delivery capacity.

Conclusion

Despite financial pressures and operational challenges, 2024 was a year of significant achievement. The organisation reached record numbers of young people, delivered high-quality community programmes, and strengthened its partnerships with local schools, councils, and the police.

The Trustees remain confident that with continued dedication and strong partnerships, the organisation will build on this success in 2025.

Reserves policy

The company aims to hold general (unrestricted) reserves of three months running costs.

Structure, Governance and Management

The organisation is governed by a Board of Trustees who meet regularly to oversee strategic direction, governance, and financial management. Delivery is managed by a dedicated team led by Bal and Nicola, supported by sessional staff and volunteers.

The Trustees wish to record their thanks to all staff, volunteers, funders, and partners for their ongoing commitment and contribution throughout the year.

Approved by order of the members of the board of Trustees on 28 October 2025 and signed on their behalf by:

Lynne Page (Trustee)

Page 4

ACHIEVING GOALZ AND DREAMS (A company limited by guarantee)

STATEMENT OF TRUSTEES' RESPONSIBILITIES FOR THE YEAR ENDED 31 DECEMBER 2024

The Trustees (who are also the directors of the Charity for the purposes of company law) are responsible for preparing the Trustees' report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company law requires the Trustees to prepare financial statements for each financial . Under company law, the Trustees must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the Charity and of its incoming resources and application of resources, including its income and expenditure, for that period. In preparing these financial statements, the Trustees are required to:

The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the Charity's transactions and disclose with reasonable accuracy at any time the financial position of the Charity and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by order of the members of the board of Trustees on 28 October 2025 and signed on its behalf by:

Lynne Page (Trustee)

Page 5

ACHIEVING GOALZ AND DREAMS (A company limited by guarantee)

INDEPENDENT EXAMINER'S REPORT FOR THE YEAR ENDED 31 DECEMBER 2024

Independent examiner's report to the Trustees of Achieving Goalz and Dreams ('the Charity')

I report to the charity Trustees on my examination of the accounts of the Charity for the year ended 31 December 2024.

Responsibilities and basis of report

As the Trustees of the Charity (and 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 Charity 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 the Charity's accounts 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

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 Charity 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 (FRS 102)].

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.

Signed:

Melissa Smith 172 Lawnswood Road Stourbridge DY8 5LW

Dated: 28 October 2025 CIMA dip MA, MAAT

Page 6

ACHIEVING GOALZ AND DREAMS

(A company limited by guarantee)

STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 DECEMBER 2024

Note
Income from:
Donations and legacies
3
Charitable activities
4
Other income
6
Total income
Expenditure on:
Charitable activities
7
Total expenditure
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Net movement in funds
Total funds carried forward
Unrestricted
funds
2024
£
-
5,766
580
6,346
4,753
4,753
1,593
(7,944)
1,593
(6,351)
Restricted
funds
2024
£
13,500
61,164
-
74,664
74,664
74,664
-
-
-
-
Total
funds
2024
£
13,500
66,930
580
81,010
79,417
79,417
1,593
(7,944)
1,593
(6,351)
Total
funds
2023
£
-
71,466
-
71,466
85,159
85,159
(13,693)
5,749
(13,693)
(7,944)

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

The notes on pages 10 to 20 form part of these financial statements.

Page 7

ACHIEVING GOALZ AND DREAMS (A company limited by guarantee) REGISTERED NUMBER:

BALANCE SHEET AS AT 31 DECEMBER 2024

Note
Fixed assets
Tangible assets
11
Current assets
Debtors
12
Cash at bank and in hand
Creditors: amounts falling due within
one year
13
Net current liabilities
Total assets less current liabilities
Net liabilities excluding pension asset
Total net assets
Charity funds
Restricted funds
15
Unrestricted funds
15
Total funds
458
5,375
5,833
(29,368)
2024
£
17,184
17,184
(23,535)
(6,351)
(6,351)
(6,351)
-
(6,351)
(6,351)
4,002
307
4,309
(32,256)
2023
£
20,003
20,003
(27,947)
(7,944)
(7,944)
(7,944)
-
(7,944)
(7,944)

Page 8

ACHIEVING GOALZ AND DREAMS

(A company limited by guarantee) REGISTERED NUMBER:

BALANCE SHEET (CONTINUED) AS AT 31 DECEMBER 2024

The Charity was entitled to exemption from audit under section 477 of the Companies Act 2006.

The members have not required the company to obtain an audit for the year in question in accordance with section 476 of Companies Act 2006.

The Trustees acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and preparation of financial statements.

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

The financial statements were approved and authorised for issue by the Trustees on 28 October 2025 and signed on their behalf by:

Lynne Page (Trustee)

The notes on pages 10 to 20 form part of these financial statements.

Page 9

ACHIEVING GOALZ AND DREAMS (A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

1. General information

The company is registered as a charitable company limited by guarantee and was set up by a Constitution in 5 March 2019.

2. Accounting policies

2.1 Basis of preparation of financial statements

The financial statements have been prepared in accordance with the Charities SORP (FRS 102) - 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) (effective 1 January 2015), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

Achieving Goalz and Dreams meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy.

2.2 Income

All income is recognised once the Charity has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.

2.3 Expenditure

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Central staff costs are allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset’s use.

Expenditure on charitable activities is incurred on directly undertaking the activities which further the Charity's objectives, as well as any associated support costs.

All expenditure is inclusive of irrecoverable VAT.

2.4 Tangible fixed assets and depreciation

Tangible fixed assets costing £NIL or more are capitalised and recognised when future economic benefits are probable and the cost or value of the asset can be measured reliably.

Tangible fixed assets are initially recognised at cost. After recognition, under the cost model, tangible fixed assets are measured at cost less accumulated depreciation and any accumulated impairment losses. All costs incurred to bring a tangible fixed asset into its intended working condition should be included in the measurement of cost.

Page 10

ACHIEVING GOALZ AND DREAMS (A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

2. Accounting policies (continued)

2.4 Tangible fixed assets and depreciation (continued)

Depreciation is charged so as to allocate the cost of tangible fixed assets less their residual value over their estimated useful lives, .

Depreciation is provided on the following basis:

Plant and machinery - 25% Straight line Motor vehicles - 10% Straight line Computer equipment - 33% Straight line

2.5 Debtors

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

2.6 Cash at bank and in hand

Cash at bank and 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.

2.7 Liabilities and provisions

Liabilities are recognised when there is an obligation at the Balance sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably.

Liabilities are recognised at the amount that the Charity anticipates it will pay to settle the debt or the amount it has received as advanced payments for the goods or services it must provide.

Provisions are measured at the best estimate of the amounts required to settle the obligation. Where the effect of the time value of money is material, the provision is based on the present value of those amounts, discounted at the pre-tax discount rate that reflects the risks specific to the liability. The unwinding of the discount is recognised in the Statement of financial activities as a finance cost.

2.8 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 with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.

Page 11

ACHIEVING GOALZ AND DREAMS (A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

2. Accounting policies (continued)

2.9 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 costs of raising and administering such 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.

3. Income from donations and legacies

Restricted Total Total
funds funds funds
2024 2024 2023
£ £ £
Donations 13,500 13,500 -

4. Income from charitable activities

Unrestricted
funds
2024
£
Income from charitable activities - Sport
Activities
5,766
Income from charitable activities - Grants
-
5,766
Total 2023
5,900
Restricted
funds
2024
£
-
61,164
61,164
65,566
Total
funds
2024
£
5,766
61,164
66,930
71,466
Total
funds
2023
£
5,900
65,566
71,466

Page 12

ACHIEVING GOALZ AND DREAMS (A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

5.
Grants Received
Restricted
funds
2024
£
The Community Foundation
12,300
Cannock Chase District Council
7,500
Staffordshire County Council
41,364
61,164
6.
Other incoming resources
Unrestricted
funds
2024
£
Other incoming resources
580
Total
funds
2024
£
12,300
7,500
41,364
61,164
Total
funds
2024
£
580
Total
funds
2023
£
4,199
3,500
57,867
65,566
Total
funds
2023
£
-

7. Analysis of expenditure on charitable activities Summary by fund type

Unrestricted
funds
2024
£
Sport Activities
4,753
Grants
-
4,753
Total 2023
17,376
Restricted
funds
2024
£
-
74,664
74,664
67,783
Total
2024
£
4,753
74,664
79,417
85,159
Total
2023
£
18,663
66,496
85,159

Page 13

ACHIEVING GOALZ AND DREAMS (A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

8. Analysis of expenditure by activities

Sport Activities
Grants
Total 2023
Analysis of direct costs
Room hire
Tutor fees
Activities
Refreshments
Volunteer expenses
Prizes
Travel & subsistence
Stationery
Clothes
Training
Motor expenses
Total 2023
Activities
undertaken
directly
2024
£
1,526
62,374
63,900
73,591
Sport
Activities
2024
£
-
715
318
91
11
-
45
-
-
-
346
1,526
8,025
Support
costs
2024
£
3,227
12,290
15,517
11,568
Grants
2024
£
2,576
21,500
16,595
8,495
3,838
2,462
100
13
-
216
6,579
62,374
65,566
Total
funds
2024
£
4,753
74,664
79,417
85,159
Total
funds
2024
£
2,576
22,215
16,913
8,586
3,849
2,462
145
13
-
216
6,925
63,900
73,591
Total
funds
2023
£
18,663
66,496
85,159
Total
funds
2023
£
5,003
31,203
22,577
10,404
1,380
2,315
605
-
8
96
-
73,591

Page 14

ACHIEVING GOALZ AND DREAMS (A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

8. Analysis of expenditure by activities (continued)

Analysis of support costs

Travel & subsistence
Telephone
Stationery
Computer & software
Insurance
Accountancy
Bank charges
Repairs
Sundry
Depreciation
Motor expenses
Total 2023
Sport
Activities
2024
£
96
-
14
-
85
125
-
88
-
2,819
-
3,227
10,638
Grants
2024
£
-
1,284
985
1,489
3,170
800
151
735
1,665
-
2,011
12,290
930
Total
funds
2024
£
96
1,284
999
1,489
3,255
925
151
823
1,665
2,819
2,011
15,517
11,568
Total
funds
2023
£
1,507
928
30
588
1,340
1,118
104
364
-
3,373
2,216
11,568

9. Independent examiner's remuneration

2024 2023
£ £
Fees payable to the Charity's independent examiner for the
independent examination of the Charity's annual accounts 925 1,118

10. Trustees' remuneration and expenses

During the year, no Trustees received any remuneration or other benefits (2023 - £NIL) .

During the year ended 31 December 2024, no Trustee expenses have been incurred (2023 - £NIL) .

Page 15

ACHIEVING GOALZ AND DREAMS

(A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

11. Tangible fixed assets

Cost or valuation
At 1 January 2024
At 31 December 2024
Depreciation
At 1 January 2024
Charge for the year
At 31 December 2024
Net book value
At 31 December 2024
At 31 December 2023
12.
Debtors
Due within one year
Trade debtors
Prepayments and accrued income
13.
Creditors: Amounts falling due within one year
Other creditors
Accruals and deferred income
Motor
vehicles
£
23,920
23,920
4,784
2,392
7,176
16,744
19,136
Computer
equipment
£
3,413
3,413
2,546
427
2,973
440
867
2024
£
300
158
458
2024
£
13,259
16,109
29,368
Total
£
27,333
27,333
7,330
2,819
10,149
17,184
20,003
2023
£
2,673
1,329
4,002
2023
£
25,732
6,524
32,256

Page 16

ACHIEVING GOALZ AND DREAMS (A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

13. Creditors: Amounts falling due within one year (continued)

2024 2023
£ £
Financial instruments
2024 2023
£ £
Financial assets
Financial assets measured at fair value through income and
expenditure 5,375 307

14. Financial instruments

Financial assets measured at fair value through income and expenditure comprise of assets held for trading and those financial assets designated as being held at fair value through profit and loss.

Page 17

ACHIEVING GOALZ AND DREAMS (A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

15. Statement of funds

Statement of funds - current year

Balance at 1
January
2024
£
Unrestricted funds
General Funds - all funds
(7,944)
Restricted funds
Restricted Funds - all funds
-
Total of funds
(7,944)
Income
£
Expenditure
£
6,346
(4,753)
74,664
(74,664)
81,010
(79,417)
Balance at
31
December
2024
£
(6,351)
-
(6,351)

Page 18

ACHIEVING GOALZ AND DREAMS (A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

15. Statement of funds (continued)

Statement of funds - prior year

Balance at
1 January
2023
£
Unrestricted funds
General Funds - all funds
5,749
Restricted funds
Restricted Funds - all funds
-
Total of funds
5,749
16.
Summary of funds
Summary of funds - current year
Balance at 1
January
2024
£
General funds
(7,944)
Restricted funds
-
(7,944)
Income
£
Expenditure
£
5,900
(19,593)
65,566
(65,566)
71,466
(85,159)
Income
£
Expenditure
£
6,346
(4,753)
74,664
(74,664)
81,010
(79,417)
Balance at
31
December
2023
£
(7,944)
-
(7,944)
Balance at
31
December
2024
£
(6,351)
-
(6,351)

Page 19

ACHIEVING GOALZ AND DREAMS (A company limited by guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

16. Summary of funds (continued)

Summary of funds - prior year

General funds
Restricted funds
Balance at
1 January
2023
£
5,749
-
5,749
Income
£
5,900
65,566
71,466
Expenditure
£
(19,593)
(65,566)
(85,159)
Balance at
31
December
2023
£
(7,944)
-
(7,944)

17. Analysis of net assets between funds

Analysis of net assets between funds - current period

Unrestricted
funds
2024
£
Tangible fixed assets
17,184
Current assets
4,606
Creditors due within one year
(28,141)
Total
(6,351)
Total
funds
2024
£
17,184
4,606
(28,141)
(6,351)

Analysis of net assets between funds - prior period

Tangible fixed assets
Current assets
Creditors due within one year
Total
Unrestricted
funds
2023
£
20,003
4,309
(32,256)
(7,944)
Total
funds
2023
£
20,003
4,309
(32,256)
(7,944)

Page 20