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2024-12-31-accounts

Headspace Annual Report of the Trustees for the year ended 31 December 2024

Registration and Trustees

Headspace is a Charitable Incorporated Organisation which is governed by a constitution adopted on 5 June 2020. Headspace was registered by the Charity Commission for England and Wales on the Register of Charities on 8 June 2020 – Charity Number: 1189822.

There are currently five trustees of Headspace:

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Name Role Appointment Date
Kathryn Helen Pulham Chair 8 June 2020
Kevan Taylor Trustee 8 June 2020
John ap Robert Jones Trustee 4 December 2024
Nikita Smith Trustee 9 April 2025
Gareth William Davies Trustee 16 July 2025
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During 2024, there were significant changes to the trustee board. Sadly Helen Adams, who was the inspiration for the creation of Headspace, passed away. Also Jon Wareing and Thomas Ian Watmore both resigned after more than three and two years of service respectively.. Patrick Flaherty and Paul John Ludlow also stepped down during the year. John ap Robert Jones was appointed as a new trustee in December 2024. After the year end, Julie Daphne Mitchell resigned in 2025.

Trustees are appointed with reference to their expertise in relation to the needs of the charity, most notably safeguarding, child welfare, financial management and fund raising. All future appointments of trustees will be for an initial term of 2 years. Trustees are appointed with reference to their expertise in relation to the needs of the charity, most notably safeguarding, child welfare, financial management and fund raising.

Four meetings of the trustees were held during the year.

All of the trustees act as volunteers for the charity and receive no remuneration for their services.

Objects

The objects of Headspace as laid down in its constitution are:

for the public benefit the promotion and protection of good mental health of young people in Gloucestershire and the surrounding areas, in particular but not exclusively through the provision of counselling programmes, signposting and support services

to relieve the needs of people in Gloucestershire and the surrounding areas experiencing mental illness, their families and carers in particular but not exclusively by provision of advice, information and support services.

Activities

The activities of Headspace during 2024 focused on consolidating and expanding the range of wellbeing services provided whilst maintaining counselling services for young people in secondary education. The charity continued its fundraising efforts through donations and grants to sustain its activities.

A significant development during the year was the appointment of Executive Services staff to strengthen the operational capacity of the charity, reflecting in the £10,822 expenditure on Executive Services that was new for 2024.

Wellbeing services continued to be provided to young people, building on the successful programme established in 2023. The charity maintained its comprehensive range of wellbeing activities including Breathwork & Mindfulness, Cooking, Crafts, and Gardening.

In December 2024, a pilot mentoring scheme was launched with a small number of young people from The Cotswold School, with plans to expand this service in future years.

Counselling services remained a core offering of the charity, continuing to provide essential mental health support to young people.

The charity also gained approval as an alternative provision supplier during 2024, demonstrating its expanding capacity to serve young people beyond traditional school settings. Plans are in place to expand the mentoring programme from September 2025 using trained community mentors, reflecting the charity's commitment to scaling successful initiatives.

Achievements and Performance

The trustees are pleased that Headspace has continued to develop its services during 2024 and maintains its strong reputation in the local community. This is evidenced by the continued support from donors and the practical assistance received from local supporters and volunteers.

The charity's safeguarding processes remain robust and fit for purpose, ensuring the protection of all young people accessing services.

It is vital to note that Headspace could not fulfil its remit without the dedication of both its staff and volunteers who generously provide their skills and time. The trustees offer their thanks and appreciation to all staff members and volunteers for their dedicated efforts on behalf of Headspace and the communities it serves.

The relationship with The Cotswold School has continued to strengthen, enabling expanded access to both counselling and wellbeing services for students requiring mental health support.

Financial Review

For the year ended 31 December 2024, the charity's financial results report a deficit of £67,096, which reduced reserves to £94,988. This larger deficit reflects the charity's continued investment in building services and operational capacity.

Total income for the year ended 31 December 2024 was £18,687 (2023 - £26,056). This represents a decrease of £7,369 from the previous year.

The income streams during the year were:

Total costs for the year amounted to £85,783 (2023 - £50,449). This substantial increase of 70% reflects the charity's investment in expanding services and operational infrastructure.

The major expenditure categories were:

Other notable expenses included training fees (£1,941), advertising and promotion (£2,024), and computer consumables (£1,751), all reflecting the charity's commitment to professional development and outreach.

The financial statements for the period to 31 December 2024 were prepared by independent accountants, Chamberlains (Accountancy and Taxation) Limited and are attached to this Annual Report.

Reserves

The charity has adopted a reserves policy of maintaining six months of operating expenses to ensure financial stability and continuity of services. Based on 2024 expenditure of £85,783, this target reserve level would be approximately £42,892.

As at 31 December 2024, the charity held reserves of £94,988, representing a significant decrease from £162,084 at the end of 2023. While current reserves exceed the policy target, this reduction reflects the planned investment in expanding services and recruiting executive leadership. The trustees continue to monitor the financial position carefully to ensure reserves remain adequate while supporting the charity's development objectives.

The trustees remain committed to utilising available resources effectively to establish sustainable services that support the mental health and wellbeing of young people, while developing income streams to ensure long-term viability within the framework of the reserves policy.

Risk Management

The trustees have assessed the major risks to which the charity is exposed and are satisfied that procedures are in place to mitigate exposure to major risks in relation to safeguarding, other operations, finances and reputation. Given the increased expenditure in 2024, particular attention has been paid to financial sustainability and ensuring appropriate controls are in place.

Looking Forward

The appointment of Paul Heming as CEO in October 2024 represents a pivotal moment for Headspace. His mandate to develop sustainable revenue streams and create a comprehensive 5-year strategic plan in liaison with the Board of Trustees, positions the charity for more structured growth and financial stability in the coming years.

The trustees remain committed to Headspace's mission of supporting young people's mental health and wellbeing. While 2024 saw significant investment in services and leadership infrastructure, this foundation will enable more strategic development of funding sources and service delivery models.

The charity will continue to explore opportunities to expand its reach while ensuring all activities remain aligned with its charitable objects and safeguarding requirements. The focus will be on building long term sustainability while maintaining the quality and impact of services that have established Headspace's strong reputation in the community.

Registered Office

Unit 6, Old Station Yard, Bourton Industrial Estate Bourton on the Water GL54 2RZ

Date: 8 October 2025

HEADSPACE

ACCOUNTS

(INCORPORATING THE REQUIREMENTS OF THE CHARITY COMMISSION)

FOR THE YEAR ENDED

31 DECEMBER 2024

CHARITY NUMBER: 1189822

This pap is intentionally left blank

HEADSPACE

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

Page
Accountant's Report 1
Balance Sheet 2
Income and Expenditure Account 3
Notes to the Financial Statements 4

FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2024

ACCOUNTANT'S REPORT TO

HEADSPACE

We have prepared the attached Balance Sheet and accompanying Income and Expenditure Account, as accountants, using the information contained within our client's business records for the year ended 31 December 2024,

Chamberlains (Accountancy and Taxation) Limited Ground Floor, 5 The Pavilions Cranmore Drive Shirley Solihull B90 4SB

8 September 2025

CLIENT APPROVAL CERTIFICATE

I have approved these financial statements and authorise them for production to HM Revenue and Customs and the Charity Commission.

Mrs K Pulham

8 September 2025

Page 1

HEADSPACE

BALANCE SHEET AS AT 31 DECEMBER 2024

FIXED ASSETS
Equipment
CURRENT ASSETS
Debtors and Prepayments
Bank Current Account
Bank Deposit Account
CURRENT LIABILITIES
Creditors and Accruals
PAYE and Social Security Costs
NET ASSETS
FINANCED BY
UNRESTRICTED FUNDS
Balance Brought Forward
Net (Deficit)/Surplus for Year
Accumulated Surplus
2024
£
612
2,688
18,293
80,270
101,251
1,830
5,045
6,875
94,988
162,084
(67,096)
94,988
2023
£
597
2,586
56,342
105,270
164,198
680
2,031
2,711
162,084
185,740
(23,656)
162,084

Page 2

HEADSPACE

INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 DECEMBER 2024

Income
Donations
Grants
Events
Sales of Produce
Other Income
Bank Interest
Expenditure
Counselling Services
Wellbeing Services
Executive Services
Materials and Consumables
Unit Running Costs
Computer Consumables
Charity Insurance
Training Fees
Recruitment Fees
Advertising and Promotion
Sundry Expenses
Accountancy Charges
Bank Charges
Depreciation
Net (Deficit)/Surplus
2024
£
£
15,715
1,750
-
40
17,505
1,182
18,687
18,439
40,623
10,822
633
7,040
1,751
605
1,941
678
2,024
375
300
97
455
85,783
(67,096)
2023
£
£
18,693
6,000
1,363
-
26,056
737
26,793
18,455
20,744
-
717
6,092
1,593
569
460
-
811
346
150
13
499
50,449
(23,656)

Page 3

HEADSPACE

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

1 BASIS OF PREPARATION

These ‘Receipts and Payments’ accounts are presented under section 133 of the Charities Act 2011, which states that charities registered in England and Wales that are not companies are allowed to complete Receipts and Payments accounts if their turnover does not exceed £250,000. Also, In accordance with section 25 of the Charity’s constitution, the trustees have kept proper accounting records and the charity is entitled to file receipts and payments accounts if the Trustees choose to do so.

The Trustees confirm that none of the exceptions listed in the Charity Commission’s guidelines apply to the Charity and that receipts and payments accounts are appropriate to the Charity’s circumstances.

2
DEBTORS AND PREPAYMENTS
Amounts due from fundraising activities
Other debtors
Prepayments
3
CREDITORS AND ACCRUALS
Amounts due on invoices received
Accruals
2024
£
513
762
1,413
2,688
1,080
750
1,830
2023
£
488
762
1,336
2,586
230
450
680

4 TRUSTEES' REMUNERATION

Trustees received no expenses, remuneration or benefits in this period.

5 RELATED PARTY TRANSACTIONS

The Charity does not have any related parties.

Page 4

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examinerfs Report Report to the trusteesl members of HEADSPACE On accounts for the year ended 31 DECEMBER 2024 Charity no {If any) 1189822 Sèt out on pages 1T04 I report to the tTUStees on my examination of the accounts of the abov8 charity {Ihe Twst.) for the year ended 31 December 2024. Responsibllitles and basls of report As the ¢hariVs truslees, you are responsible for the preparation of the accounts in accordance with the r8quirements of the Charities Act 2011 ('the Act"). I report in respect of my examination of the Twst's accounts carrfed out under section 145 of the 2011 Act and in carying out my examination, I have followed all the applicable Dir8Ctions given by the Charity Commission under section 14515Xb) of the Act. Independent I have completed my examination. I confimi that no material matters have examlner's statement come lo my attention in conn8Ction with th8 examination (other than that disclosed below ') which gives me cause to believ8 that in, any material respect.. the accounting records were not kept in accordance with section 130 ofthe Charities A¢t', or the accounts did not ac(x)rd with the accounting records,. or the accounts did not comply with the appli¢able requirements conceming the form and content of accounts set oul in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter consid8r8d as part of an independent examination. I have no concems 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. Please elete the words in the brackets if they do not apply. Slgned: Data: Name: PAUL SMITH Relevant professional qualificationls) or body (rf any): FCCA CHAMBERLAINS (ACCOUNTANCY & TAXATION) LIMITED Address: IER Oct 2018

GROUND FLOOR. 5 THE PAVILIONS, CRANMORE DRIVE SHIRLEY. SOLIHULL, B90 4SB Section Disclosure Only complete if the examiner needs lo highlight material matters of concern {se8 CC32. Independent 8xamination of charity accounts: directions and guidance for examiners). Glve here brlef details of any items that the examiner wishes to dlsclosa. IER Oct 2018