Steps: Mentoring and Coaching Trustee’s Report & Financial Statement Year Ending August 2021 (01/05/2020 – 31/08/2021)
Steps: Mentoring and Coaching
1189208
Charity : Steps: Mentoring and Coaching
Charity Number : 1189208
Steps: Mentoring and Coaching was registered on 27[th] April 2020. This is its first annual report.
Objects
“To advance in life and help people by providing support and activities which develop their skills, capacities and capabilities to enable them to participate in society as mature and responsible individuals.”
Trustees
Rev Valerie Spencer (Chair)
Rev Timothy Weatherstone
Mr Peter Orr (Secretary)
Treasurer
Mrs Angela Fox
Intro
The charity was launched during a pandemic which has shaped how we have operated. We had initially intended to work with young people but the need amongst adults for the type of support we are able to offer was clear, so we were able to expand our remit to include people of any age.
The vast majority of sessions have taken place online via videoconferencing applications or by telephone. A small number of sessions have taken place in-person where that has been possible. This has allowed the two members of staff to engage with clients and to provide much-needed support at a most difficult time.
All trustee meetings have been online due to initial restrictions and the subsequent need to avoid unnecessary inperson meetings. We expect a mix of in-person and online meetings to be the norm in future.
As regards public benefit, it is widely acknowledged that people of all ages are suffering from the stresses caused by the pandemic we are still experiencing. We know that the care and support provided so far has made a difference to those with whom we have been working, helping them directly and alleviating the demands on other services.
We anticipate our ways of working being appropriate for the pursuit of our aims in post-pandemic times.
Activities & Achievements
Since the charity was founded, we have been able to support 22 young people mainly in secondary school and sixth form college, or who have just left college, and 6 adults.
This has involved one-to-one sessions with all clients where they have talked with and had the support of our members of staff.
Steps: Mentoring and Coaching
1189208
This has helped these clients deal with the pressures of their situations, whether in personal, educational, or work settings, which have been particularly difficult as a result of the pandemic. Many clients have shared that this support was critical in their navigating this period.
Future Plans
We are very pleased to have a productive relationship with the Sixth Form College and that we will be able to provide on-going services to the students. We intend to continue to develop this relationship.
We started the charity in a period of lockdown during a pandemic. As we move out of this, we hope to expand the service to include other settings, including workplaces, where young people are trying to make the transition into adulthood, and where we can also support any other adults who need it.
Finances
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Total income: £12,133 (01/05/2020 – 31/08/2021)
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Total expenditure: £9,258
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Assets: £2,875
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Sources of income: Grant income, regular and one-off donations from individuals and organisations.
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Main expenditure: Salaries, insurance, training.
Steps: Mentoring and Coaching
1189208
Steps 1189208 Receipts and payments accounts CC16a For the period Period start date Period end date To from 01/05/2020 31/08/2021
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 67 375 466 1,323 285 4307 700 7,523 7,523 |
Unrestricted funds to the nearest £ 67 375 466 1,323 285 4307 700 7,523 7,523 |
Restricted funds to the nearest £ 360 4,250 4,610 4,610 |
Restricted funds to the nearest £ 360 4,250 4,610 4,610 |
Endowment funds to the nearest £ |
Endowment funds to the nearest £ |
Total funds to the nearest £ 67 375 466 360 1,323 4,250 285 4,307 700 12,133 |
Total funds to the nearest £ 67 375 466 360 1,323 4,250 285 4,307 700 12,133 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|---|---|---|
| fund raiser | 67 | ||||||||
| Gift | 375 | ||||||||
| Gift Aid | 466 | ||||||||
| Training | |||||||||
| Investment interest | |||||||||
| NBYFC Mac | 1,323 | ||||||||
| Grant | |||||||||
| hmrc refund | 285 | ||||||||
| Individual Misc |
|||||||||
| A2 Asset and investment sales, (see table). |
|||||||||
| - | |||||||||
| Sub total | - | ||||||||
| Total receipts A3 Payments |
|||||||||
| - | |||||||||
| Salaries | 3,603 | 4,178 | 7,781 | ||||||
| Safeguarding | 171 | 171 | |||||||
| Training/conf | 432 | 432 | |||||||
| Expenses | 20 | 20 | |||||||
| Insurance/ Safeguarding | 513 | 513 | |||||||
| hmrc | 342 | 342 | |||||||
| **Sub total ** | 4,648 | 4,610 | 9,258 | ||||||
| 4,610 - - |
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| A4 Asset and investment purchases, (see table) |
|||||||||
| Sub total | - | ||||||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
|||||||||
| - | |||||||||
| 2,875 | - | 2,875 | - | ||||||
| 2,875 | - | 2,875 |
CCXX R1 accounts (SS)
04/09/2021
1
Section B Statement of assets and liabilities at the end of the period
| Categories in Bank on 31st Aug Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Details Total cash funds (agree balances with receipts and payments account(s)) Details NW Current NW Saver Account Details Signature |
Unrestricted funds to nearest £ 375 |
Unrestricted funds to nearest £ 375 |
|---|---|---|---|
| 2,500.18 £ |
|||
| 2,875 | - | ||
CCXX R2 accounts (SS)
04/09/2021
2