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35,970 claims
The trustees are required to make reasonable judgments and estimates in preparing the financial statements.
In preparing these financial statements, the trustees are required to: Make judgments and estimates that are reasonable and prudent
Financial · Procedural statement · From Step Out Mentoring (The Wells Trust) — annual report and accounts, year ending 28 February 2025, page 6
The trustees are responsible for preparing the Trustees' Annual Report and financial statements in accordance with applicable law and UK Accounting Standards.
The trustees are responsible for preparing the Trustees’ Annual Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (UK Generally Accepted Accounting Practice).
Governance · Procedural statement · From Step Out Mentoring (The Wells Trust) — annual report and accounts, year ending 28 February 2025, page 6
Phil White leads Step Out Mentoring with Jessica Moreno Paz and Alethia Adewole supporting him.
Phil White continued to lead Step Out with Jessica Moreno Paz supporting him and also Alethia Adewole (from February 2025) supporting him.
Operational · Procedural statement · From Step Out Mentoring (The Wells Trust) — annual report and accounts, year ending 28 February 2025, page 5
The trustees seek specialist advice when necessary to support informed decision-making.
Where appropriate, the trustees seek specialist advice (legal, financial, or safeguarding) to support informed decision-making.
Governance · Procedural statement · From Step Out Mentoring (The Wells Trust) — annual report and accounts, year ending 28 February 2025, page 5
Trustees meet regularly to oversee the strategic direction, financial management and risk governance of the charity.
The trustees meet regularly to oversee the strategic direction, financial management and risk governance of the charity.
Governance · Procedural statement · From Step Out Mentoring (The Wells Trust) — annual report and accounts, year ending 28 February 2025, page 5
The charity is governed by its constitution which sets out the charitable purposes, powers and decision-making processes.
The charity is governed by its constitution, which sets out its charitable purposes, powers and how decisions are made.
Governance · Policy statement · From Step Out Mentoring (The Wells Trust) — annual report and accounts, year ending 28 February 2025, page 5
The Board of Trustees will review the reserves position regularly and adjust the policy in line with the charity’s growth, risk profile, and future commitments.
The Trustees will review the reserves position regularly and adjust the policy in line with the charity’s growth, risk profile, and future commitments.
Financial · Commitment statement · From Step Out Mentoring (The Wells Trust) — annual report and accounts, year ending 28 February 2025, page 4
The Board of Trustees established a policy to maintain free reserves at a minimum of six months' operating expenditure, approximately £40,000.
The Board of Trustees have established a policy whereby free reserves held by the charity should be maintained at minimum of six months' o f operating expenditure, which would equate to around £40,000.
Financial · Policy statement · From Step Out Mentoring (The Wells Trust) — annual report and accounts, year ending 28 February 2025, page 4
The charity experienced a net deficit of £12,336 with income at £51,978 and expenditure at £64,314.
Income for the year was £51,978, expenditure for the year was £64,314, so that there was a net deficit of £12,336.
Financial · Metric statement · From Step Out Mentoring (The Wells Trust) — annual report and accounts, year ending 28 February 2025, page 4
During its first reporting period, Step Out Mentoring focused on establishing governance frameworks and recruiting volunteer mentors.
During this first reporting period, the charity focused on establishing its governance framework, developing safeguarding and mentoring policies, recruiting and training its cohort of volunteer mentors and building referral relationships with local partners in preparation for service delivery in the coming months.
Operational · Commitment statement · From Step Out Mentoring (The Wells Trust) — annual report and accounts, year ending 28 February 2025, page 4
The charity's objectives are to advance the education, mental wellbeing, and personal development of young people through mentoring, guidance, and support services.
The charitable objectives of Step Out Mentoring, as set out in its constitution, are to advance the education, mental wellbeing, and personal development of young people, particularly those who are vulnerable, at risk, or facing disadvantage, by the provision of mentoring, guidance, and support services.
Service · Policy statement · From Step Out Mentoring (The Wells Trust) — annual report and accounts, year ending 28 February 2025, page 4
Step Out Mentoring is a Charitable Incorporated Organisation (CIO) registered with the Charity Commission for England and Wales on May 23, 2024.
Step Out Mentoring is a Charitable Incorporated Organisation (CIO), registered with the Charity Commission for England and Wales on 23 May 2024.
Governance · Policy statement · From Step Out Mentoring (The Wells Trust) — annual report and accounts, year ending 28 February 2025, page 1
No issues were found during the independent examination that indicate problems with accounting records or compliance.
In connection with my examination, no matter has come to my attention to indicate that:
Governance · Observational claim · From Make a Move — annual report and accounts, year ending 31 July 2025, page 9
The independent examiner's report is limited to the matters set out in the statement.
consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.
Governance · Procedural statement · From Make a Move — annual report and accounts, year ending 31 July 2025, page 9
The independent examiner must consider unusual items or disclosures in the accounts and seek explanations from trustees.
It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters.
Governance · Procedural statement · From Make a Move — annual report and accounts, year ending 31 July 2025, page 9
The independent examiner's role includes reviewing the accounting records and comparing them with the accounts.
An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records.
Governance · Procedural statement · From Make a Move — annual report and accounts, year ending 31 July 2025, page 9
The independent examiner must follow the procedures laid down by the Charity Commission.
to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and
Governance · Procedural statement · From Make a Move — annual report and accounts, year ending 31 July 2025, page 9
An independent examination is required instead of an audit for this year under the Charities Act.
The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.
Governance · Procedural statement · From Make a Move — annual report and accounts, year ending 31 July 2025, page 9
The trustees are responsible for preparing the accounts.
The trustees are responsible for the preparation of the accounts.
Governance · Procedural statement · From Make a Move — annual report and accounts, year ending 31 July 2025, page 9
The charity's activities include a Kindred Explorers trip to Bowness on Windermere.
o 1 x Kindred Explorers trip to Bowness on Windermere
Service · Procedural statement · From Kindred Minds — annual report and accounts, year ending 31 May 2025, page 4