Charlty number: 1203953 STEP UP FAMILY ORGANISATION UNAUDrrED TRUSTEES, REPORT AND FINANCIAL sTATEmEs FOR THE YEAR ENDED 31 JULY 2024
STEP UP FAMILY ORGAN18ATION coENTs Referenc8 and Adrninistratp Detsifs of Ihe Comp8ny. Its Truste86 and Adviws TrUstS. Report lThJependent Examin8tr8 Rwt Statemanl of Financlal Advlu Balance Sheet Notss to lh8 Fln8nc4al Stsknents 8-10
STEP UP FAMILY ORGANISATIOM REFERENCE AND ADIIINISTRATrVE OETAILS OF THE COMPANY. ITS TRUSTEES AND ADVISERS FOR THE YEAR ENDED 31 JULY 2024 Trustees A Gruber K Lovell R Dunn R Bray Ch•rfty rnglster•d numbor 1203953 R•gl•t•r•d offl¢• Lgys Cotlage. Hill Tcp Fremlngton EX31 38L Mendlp Accountlw Solutions Ltd 6 Hill Road Clevedon North Somor8Ot BS217NE B•nk•rn The Cowoperatfve Bank Page 1
STEP UP FAMILY ORGANISATIOM TRUSTEES, ANNUAL REpoRr FOR THE YEAR ENDED 31 JULY 2024 Inlro I Summary Slep Up Famity orglS81)n was formed kn 2020 ty lazzy L¢)vell who sited Uganda arKI. wh118t tharn. spon8(ThJ a chikl wP) Uired lo go to sclMxA. WorkirvJ wlth a w of Val #i Uganda she thon bggan to flnd Spcs0T$ for mLYe and m6 chiklren and 88 the organ198t1c grew she Sought help of several volunteors in the UK, minatir¥J In the Organ10n boing rogi¥tered wtth the Ctwty Commission for England and W8188 on 12th July 2023. Al thg of reg18trat#)n thare were 517 chAdrgn rerriving sF1ShlP and we continue to spon80r over 500 thildren a$ the orgaThsalth grcvws and restKJrwJ8 to chaIge$ l Ghangng prioribes, w01rj ¢108oty witt) the volunteers in Uganda. During the have been tive in danfying our purpLws. streamlinkng proc888e8. making ali our financial a¢untIng totslty transparen( registering HMRC and dgvebplng policies. We have aFpointed a Patron. organised a very SLK£ssfiJ trbp fLY Spornm to m88t their swns80s and shipFed urg8nty raquired edUtional and personal items to the childran. Above all wè have ContinUj lo me&t the many educalional and wellbelng needs of those ththyren in noed and have had the Joy ofwltswng the ditference our help 1$ making to Ibrn8. Appolntm•nl of Patron 11 was agreed that we shoukl apwnt a Patrrm) to a88iSt In our wofilo in¢xea8lThJ publl¢rty. Ca8ey18 the daughter of a Sp(or., sh8 has Cerel palsy arml has won wld m&la15 In Para Powerlrfong. Her sheor deternilnati to rthvor through all cthtacles irwirabonal and rgllects thè struggl8s our sponsored childrgn hav• to overcome In crtèr lo map out lutures for thgmsefves tlwh U(tIOn. Caw L8 Fwsionat8 about our wo) and often 8hare8 upjales abcmrt hèr sp)red hw Fxob(x)k ¢'ca88Y th& P(y•MINtar. Sho and mum WMI our T Shlrt ofi pr(MJuc•J. Bank account •nd Glft Ald On becoming a CIO il was agrwj Ihat wo nooded to o chaiity I l)u8lne88 accwnt to maxlmb69 tran8P8r8ncy and for e889 of acunts1 and auditA. Th8 Coopgralive Bank was chosen in part dug to st1t ethkal guidelms WKI polic48s apginst chlkl or onft>rced lab1 very muth reilecting cw 1> akns to provth thihJTen wilh adu¢ation g) that have oppXt8s and Cho86 in tha futurg and wil be into or maffiage al a yourKJ agè. The account was finalty opfjd ki Novemb 2023 afterwhth folth¥ed a lengthy FOCaSS of gettlng $pon8m to chnge the detslls ts their stsndlrwJ ordern etc: we k)st 8 number of dwlNJ ts pro(s We have rewlbJ a slet•Jy stream of r¥ during last year arKI at (Th rne our Sponsorshlp Coordwiator belleved that we had 700 ildren sponsored. HVer on ch)ser 8xamlnation and comwi60n of her Ilst of Sponsor5 to tho Treasurers SPTeadsho01 it became obvK)us that there were many who were no longer paYg,. we mnk¥ted wlth 85 many of these as possiblg and the maln reason we were gwen fw th91r dlscontinuaoc wa8 th8 of lfving crfsls. This resulled in us ha¥irvJ appn)xThtety chthen In schcd for wts)m we arg no kger recdvlThJ sponsorship.. thts has a Ilnancial def1t but we are trying to keep ll5e chlldren in schcol evon without SporOr8 for the lkne bakng. We oJrrtinue to ra(xuil sponsors and meanllmè we are meellng thls deficll Ihrough donallons. ldraISing. G5ft Aid and the generoty of our volunteers In Uganda. We ty to 8rwJre that spwsor8 updates fmm lh d)ibJw In the form ofvldeos aThJ pkAos {arMI occasionalty phone calls vla Messenger) every U weeks: some thildren also correspond wlih their $pDnsofg via letters. In additson we publish genernl wrfmlion for am sp(¥W5 on wre Fk page. Clarification ol Purpo•• It become appent that to ertsure that thR(frw can recth w6d ber from ethcation other basic needs such as S8fety. aCry)mNw)daOft aThJ food to be met The Chair cAtacted Ihe Charity CAimmission to gain some darity on whether cerlain projects ctyJhJ t funded within tyjr ch¥ity purp arKI w8S tokl that the commbssion (*Jtsld Thjl interpret Ihe purrx)ses for us ond that the INstees slK>ukl dede a1 Itify ts ds)nS mad
STEP UP FAMILY ORGANISATION TRUSTEES. ANNUAL REpoKr FOR THE YEAR ENDED 31 JULY 2024 FollowiThJ18ngthy discus am(xvJst the trtee5. hayw the opini¢M of our sponsors, we have decided that wa wim osslst In provKJlng a(xomrncKlaticffl for chihjren from strèets who are sponsored to go to School. chiktren who rxjuhj not attend sthcd rf ttw dkl not ha¥e acoynmodation (durlng the week, at least) as their rents I guardians would rnake them aTrl chren for wtthi me 15 unsafe such as siblings who vrtre abandonod by ther parents to live with their aurf who beats th se£1Y on a regular basi9. It was agreed. however. that onty money donabj l fijndraised for tlis a£cannwxlation be . it wll not b8 taken frcyn sponsolp money 8armarked ts f()d I sd)wl fees. AllhoLW our sprff1 children 8Kead througlxmrt BLkn.. ALL the 450 (lklren wtho attend Lovel school are 5ponsor8d. Lo¥d schcxil was built aThJ estsblish8d ty ow gnjup of Volunteers and 8mpl¢)ys h•admaster and teachors who work to a very h1 8lÈndard. The sch4 has a very 9(0 nam# In the aroa but il is over crowded and onty I8 do3se8 for wimwy 1-3. It needs to ba oxtendod lo roduee cla88 size and also lo offer schoolirwJ for primary 3-7. Agawi. 0Y rhY donated I 8pecifxslly tAryU be uwl for 1kn8tions may be askfyj as to why wa ¥)uld fuTrJ over 0th8rn1.......ixrt otlw 8thKxs may ha¥6 only 3 or 4 dour 8prn)red thildrnn wher988 Lovel school has 450...a is very rnh helpgd by our vokrnteers ccok the 8chcol meals, house somé of the thlldran arKI assist maintenanc•l paknthg o1& M other SCI)01S a8kod for our help for certaln Projects IW tho have to be (x)n5 tArt at prowrt1116 cmly Lovall school that18 In dosperatè need of g¥pansw. It18 akn to Lovei school that Llhfren bjm up in the schtsj Way81(Klng activity and fo(xl ar Wh now run8 Hcliday Clubs for all ago8 ..... ne&J space kn these dubs and we need to be ab to feed the88 chlldrnn who w0d otherl80 go hungry. 3. Weif8r8 and wo As well as pyovidlng basK 8th)1 fees arwj frmxl l(Y chthjrnn at SCI1 hovg akn PPd famlll&s In d68p8rate nood includlng Ihwe has been a dealh in ts famty c. in one c088, a 804we firg. h88 bean done by 8pecthc rèque81 for don0n8 on rte FaCetK paga Sponsors have also provided mattr8sgoslsheotslmwuilo nots for th8lr children an8blir)g chlhjrgn to ieep bottw and be mcTr prepared lor S(1...aS wo11 as hol" to wevgnt Ih&m from bacoming unwett. Provision of 8anllary pruC1S ¢om• kn 8ch(xA during thetr WKXI) and tths I di8cus8h)n from Kizzy for older girfs. Tralnirvj rg 8atsguanHrKJ aThJ CMI uThJertakon by al volunts&rs In Ugand8 Jan 24. Inclu•lon Some of Ihe UgaThJa team fvdunleers att1 a c#)nfereO almxrt of ththyren whh diSatAli8 In sch(x)is and leamt more aLwt what W86 rtyured to facknto Iho of8wkn thlklron. Sponr$ Vltt 13 sponSc5 vlslted Ihek thitdren as part of a 2 week tow whkh Indu( vl8iknng Kampala. a ¢ultural strKhV and a 2 day safaFI whKh 4 srM)n8ored chlhknn accompanled Ihelr . Thi5 was an Imme• surxesslul trip and il was wrxKlerhJl for spon8c to magt al voluntO8r8 aNI chlldren. Thoy visit 5choois aThJ famly )MeS where apwEykb as wel as a5818ttry paintirvj. carpenty, (#)oking. plantlng I famiing and partr(¥pan9 n knons. Ajly aThl W ha¢J met with Josgph and Jullus to dlscuss loint aThJ h b8St that wo havg al thé Inftxmatknn that we need for the Ann Rep and Arnts. Pap3
STEP UP FAMILY ORGANISATIOM TRUSTEEW ANNUAL REpoirr FOR ThE YEAR ENDED 31 JULY 2024 A meeting with the Conmunty DeVelopnt Olknr for P4Jsk way also held and It vrns encouraging to llnd cyjt how much SUPPDrt they have and how hwty the Busi8 &ep Up Famlly is reg¥tsJ by the Itxal 0llkF8. Became ¢Jbvlous whll5t W8 werB the that Itre was x lot of Kyk to th) In tern of maklr¥J SU of du8 dilenCe ete...... recor(I keepiry of spons chken. pokies. traln¥vJ re safewardlry budget Flannlw etc. We pald for our Sponsorship Ccordbkn to fy ts[ (rtrt to Uganda to do nN)re TAVTk Wbtt) the volunteern to streaftllno, mako Safe aH th8 proc655es. improve updates. She now spends the of her timg in 8wla as a vltal Ilnk beten us and them. From Janu8ry-Apnl 2024 RaboLra ¥teered team In helpkng to te tho thildren 8nd encourage them with thgir English speakirKJ. She also t(x)k part in out of SChC 8Ctlwties, crafts and letter writMIg and partlclpoted in home visits daliverlng fc(Ml parce18 to famdw. said 'it Wa6 k)vely to see w(4re¥s thg chltdrgn madè in such a short liTrw due to s((8d". Slnce her ffjtum sh8 has taken on GpcMwKship of a Ilttle 9A1 arKI h85 bec(fft a trustee. Her Ikst hand kn(yA96 (rf how things work PT8clice in Ugand8 is wivthat4e to the Inlee team, 8rKI all Sor8, and she n1 Coordinat88 ow lundrak8kng athitkn8. W•bBtt• OriglnalFy wbllshad by t¥Jt In the wocoss of wxtsted arnl revaftw tr) wwJagèment and reduce cost. Shlpwng We made 3 shIpnIS durlng the wtkh was not as many 8S FAanned du• lo Ihe kl h881th of our Shlppkng Co)rdin8tor. The88 shSpments contBin&J educ811caI equipmonl WKludSNJ br, 5ecoTrJ hand and now clolhes presents for indlvldual children frDm their srxvwirn, swts OqupThit lor tho Stèp Up Famity footw team, $8niiary products. first ald pack8 arKf other n8cos8ItI88 or treats for ¢Mff spons¢ chldrgn. SP8(8 pay pgr k9 SerIng th'T parcels to minimlse tho by tha (thwty. K•y obJ•th for Comlng ymr r main obl8cUve the comlNJ ygar18 to maintalTr aThJ increase spOrnotsh of thrn so Ih81 gdwatlon can bè offered to nwe childrw¢. In 8thJrtion we tw8 to.. Commenrn Some youlh skmls traIn 4rMJ Identy patrbWJyB Irrto employmanl ty py0gre85h t(Mwds a Fadlitate further sporw lrips Offer schooling to ctrmklren viti di5abiltbes Do¥elop and sel SUFO merthandi5e to wlth and furKtraisirKJ Devek)p 8rAI ado mcTr pthies and [Oced88 nalty thkS to all our sponw8. and kn rInte0& and %lteerS who th thelr timg. Apwovwj by the board of Tnth aThJ svJ{d on Ihelr bel11 by. sned. . A Gruber. 25
STEP UP FAMILY ORGANISATION DEPENDEKf EXAkllNEifs STATEMENT FOR THE YEAR ENDED 31 JULY 2024 I I8rt on the 8nts ol the clwity for the eThJod 31st JY 2024 set out m Ihe attached pag88. RESPECTIVE RESPONSIBILMES OF THE CIIARITY & INDEPENDENT EXAMINER the Charitys tnJstee9 you we resple the Fyeparation ot the The Charity consid8rs th81 an audit is not wuired for this year undef secthjn 144(21 of Ihe Chath 2011 (ts 2011 ALt) and that an indgpendent r6ww is need&l. It 18 our res[sibIlIty.. a) Ex8mine thg accoJnts under 8o¢lvJn 145 of the 2011 fvrt. b) To folkyw Ihe wrxedur86 lald dcNm in the by Ihe Charhty Ccfflml¥thn under seclK>n 14S(5Xb} of Ihe 2011 &" ) To state wh8th8r parti¢JAar m811or¥ hav8 (x¥n8 to my attwthn. BASIS OF INDEPENDENT EXAMINER'S sfATEMENT Our eX)InatIon was carrled OLrt In aCcUd wilh the Gen8ral Dke(ons grven by thg Charfli98 Commission. An examination indudes a review of the aUnting re(>Nds kept by the chanty and ofthe accounts presented wth those rettrts. It 8lso indudes conslderatx)n of any unusual Itarns or d16closures n the accounts. and seekKy expTrationS ffom a$ (rKernJ any such motters. Th prolreS uThlertakon do not provkle aN the aYiden(% thal wouhj bè requred in an authL and cDrwwity I do not oxprgss an aud6t opinion whether the acccmmts presenl a In and fatr VW. INDEPENDEKf EXAMINER'S STATEMeNr In tOMeCtlon wlth my èxam1nal1, matter has come to my attentk>n.' {1) Whlch gb4es mè reas(¥th c4u5e to lleye that In any r8sW lh& tntstees hwo Th)t met the wulrnmonts to that.. PTOPgr acco(mtlNJ r$ are kopt (in aCrdanC• with secllon 130 of tho 2011 Act),. and Accnts are wepared whith agr89 wlth nting roc(¥(Is and comply wrth tha acxwnlky requlr8Th*nts ol the 2011 Art. or (21 To whlch. In my oplrkn. attenlkn ShAd b& drawn in onler to arth a Fxopgr understandirvJ ofthé accounts to be reached. SKJned.. Mary K11118 FCA Mandlp Ac0nIg Ltd 6 Hill Road Cleved¢ North Somgrnet BS21 7NE Pa98 5
STEP UP FAMILY ORGANISATION STATEMENT OF FINANCIAL AcrrivmES Oncludkng Incom and Expendilur• Account) FOR THE YEAR ENDED 31 JULY 2024 Total Funds 2024 Funds Funds INCOME FROM: Sponsorship Donation5 Shlpping 55,964 14,058 1,21S 55.964 18,535 1.215 4.4TI TOTAL INCOME AND ENDOWMEKrs 4,477 71.237 75.714 EXPENtXTURE 014: Charitable Activities Sent to SUFO, Uganda 3,744 4.524 70,457 70.457 TOTAL EXPENDITURE 3.744 71.237 74.981 NEf INCOME/(EXPENDITiMIEI 733 733 Totsl Funds at 1st Au8 Tthl Funds at 31 733 733
STEP UP FAMILY ORGANISATION BALANCE SHEEr FOR THE YEAR ENDED 31 JULY 2024 2024 FIXED ASSEY&. Tangible Assets CURRENT ASSETS: C85h at bank ar In hand 733 CURREpif UABiufES: NEf CURRENT ASSETS 733 NEf ASSETS: 733 FUNDS Restrlcted FurKIs Unrestricted Funds 733 733 Apwovod by the boarfl (rfTrust888 and Slgned their ty. Synod.. A Grnb•r. 23 Page 7
STEP UP FAWLY ORGANISATK)N NOTES TO THE FINANCIAL STATEMEpifs FOR ThE YEAR ENDED 31 JULY 2024 1 ACCOUNTING POLICIES The financlal statements have been we[wj thè historic Ix)5t convanti(. Thg financlol statemènts have bgen prepargd in aCXnce with the Statement ol RecOrTh PwtTrce'. AccoLMting and Retthlng by Charits8 (FRS 102 SORP) i8su8d in 2014, and applrable UK knountmw StarHlard$ aThY tho Chaiti8$ hLt 2011. Fund• #trucluv• Unre8tridgd Incom& funds conyrfse IIN)¥e funds Ihe trlee5 are free to usa for any Fwose In furtherance of Ihe charitsble obi8cts. UnrestrKled includ8 designated I where thg trusteos, at thdr or the t8mi$ of a 8pedts aweal. Incom• AJI Incom8 is rwnl6ed on( tho ch8rlty has enti11th tr) th8 r08rJJYc88. * is (xt81n that the r&8ource8 WMI b8 recerthj and tho rTK)nelary value of Irwne be nwsurgd with sufficient relIabty. Income Irom don811ty)s Is incknled when are r8¢d¥at48. •XC4Pt 88 frIIM: l) When th8 dLYKKS 8pKify that th• th%)atK gfven to ts ch&ity bè u8•J In luknr8 a(YxJuntvig perlod8.' 11) Whan donoTr Imrth rxJnditk>n5 wli( havo lo b8 full1 the (arity bgcomes entitbd to USO 6uch Expendltur• LbRI89 are ro(x)gnl8ed as expèrKliturn as s(K as IheTr18 a legal or conslruclive obligalK)n c4JmmlUng charity lo tho expenditure. AM expenditure 18 acccwntod for an accruals b8sls aThJ has been cLgssif under hgadlrvJs that agreo al (#)sts rdated to thg cal•g0ry. &Jpixyi have bgen alktated 11X)% tThvard8 th• thar1110 activits ofthe charty. Chwltabl• actlvlil•# Charitable OXPgndibJre compflses costs rred by the charity in thè d91ivery of tts aclivrties and soMce¥ its benefrarI&S. It Indi¢$ both the direct pey and norwy costs and rpport costs relabng to actlvllle Govemance costs indthle those 1xts asso¢thd rYwliryJ the conlonal and slatsrtory requirgments ofthe charity, and Indude its in(ThJent 8xamination fe8s and rA)sls Ilnked to the strategic management of the (tiwity IlUdI7g trustee
STEP UP FAMILY ORGANISATION NOTES TO THE FINANCIAL STATEMEFtrs FOR THE YEAR EMDED 31 JULY 2024 1 INCOME FROM DCINATIONS Total Funds Funds General Projects Birthdays Christmas Mattresses Medical Aid 4.477 4.477 6.293 6,293 1,385 4.144 4,144 356 356 4.477 14,058 18.535 2 EXPENDITURE ON CHARITA8LE ACTMES Unrestdrted Funds Total Fund5 2024 Fufids Website Telephony Bank Charges Travel Profésslonal Fees PostsgelStatkMary Shlpplng Storage Conferen¢e 163 31 373 163 31 373 18 294 2,424 52 260 294 52 260 3.743 4.523 NOTES TO THE F114At4ClAL 8TATEMEPtr8 Pag8 9
STEP UP FAMILY ORGANISATION FOR THE YEAR ENDED 31 JULY 2024 3 FINANCIAL REPORT FROM BIISIA STEP UP FAIIILY ORGAiimoN. UGANDA During thi5 perl¢)J. wo rec4ived ugx 335,313.843 (£70,457) which vas dir8Ct8d to dassmed a(ai¥iti8s wKludkng Paying school fees. food tJw¢ets lo f8mifi6s. bITtt pth, sthool uniforms. stslK)nary, mattr886es. medirAIK>n for the clNldTrn. vrAmte8r expen888. Lovd proieds. Christma5 paty and offire running (xjsts amng other8. At thè end of the peiiod, we had no oul8tandirwJ schocd fe8s or f(KJ to any SchL8. lood parcels waro di5tr1buted to the respedlve families. chldren re¢fjived mattressgs. bed sheots and mosquito nets, we celetrffated tArthday parues for thdren bom arKI held a and entwlalnlrvJ Chrfstmas porty at Lovdl S(K grouTrJs. UnT•slrlct•d Fund• Rostrlctod Funds Total Fun Total Funds UGX 151.724,472 18,2(K).OCK) 4,8ixi,(M)o 50,0(KI,O 33.950.OOD 3.PAX),OCKI 13,600.OC#) 8.187.400 6.031.000 18.047,000 5.1M)O.000 2,SSO.(M)o 18.2CM).000 1.333,LK)O 90,971 151.724.472 18,2(Kl,O(Kl 4,),0[1 so.0.000 33.950,0(KJ 3.600.000 13,600.000 8.187,400 6,031.CMXJ 18,047.CMYJ 5.tJ)O.C 2,550.0 18,2,(m)0 1,333,0(Kl .971 Unlfom)s Flre equipmenl Ststionary AccomryTh)don11rx) chlklron) Bat tYJ6. Englno r8pkneni Lovell schwl Fa¢ts Matra8888, b8d8 and Bed ¥1 Birthday ParUe8 Chrlstmas paty oulffts Fd Partd8 to famMI88 31,881 3.824 10,5CIS 7.134 756 2.858 1.720 1.287 3,792 1,051 School bags Bank charggs Balance k1 In 88nk 3,824 335.313.843 335.313.843 70.457 Pago 10