Finance Score: 4

Governance Score: 6

Support Score: 3

Liabilities <10%: +3
Reasonable growth: +1

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 13

THE NEXT STEP TRUST

PROVISION OF A DAY CARE CENTRE TO SUPPORT & PROVIDE OPPERTUNITIES FOR YOUNG PEOPLE WITH COMPLEX DISABILITIES.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£2,217	£2,149	£68	£0	£2,445	£2,314	12.9	75	1
31/03/22		£2,316	£1,937	£379	£0	£2,377	£2,255	14	74	2
31/03/21		£2,047	£1,713	£334	£0	£1,998	£1,943	13.6	69	3
31/03/20		£1,983	£1,770	£213	£1	£1,664	£1,605	10.9	73	2
31/03/19		£1,724	£1,547	£177	£0	£1,452	£1,398	10.8	67	2
31/03/18		£1,545	£1,253	£292	£0	£1,274	£1,135	10.9	59	0
31/03/17	*	£1,226	£1,028	£198	£0	£983	£864	10.1	41	0
31/03/16		£1,155	£986	£170	£0	£784	£641	7.8	33	0
31/03/15		£1,077	£905	£173	£57	£622	£491	6.5	35	0
31/03/14	*	£916	£821	£95	£51	£450	£326	4.8	30	0
31/03/13	*	£728	£747	£-19	£48	£354	£206	3.3	24	0
31/03/12	*	£672	£670	£2	£51	£373	£179	3.2	23	0
31/03/11		£548	£555	£-8	£37	£271	£193	4.2	20	0
31/03/10		£374	£392	£-18	£0	£0	£0	n/a	0	0
31/03/09		£284	£251	£33	£0	£0	£0	n/a	0	0
31/03/08?		£225	£266	£-41	£0	£0	£0	n/a	0	0
28/02/07	*	£255	£62	£193	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 4%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 95%
Reserves/Spending: 12.9 months
Net Current Assets/Spending: 6 months
Quick Ratio: 7.8

Asset Split ?

Established: 18 years

www.nextsteptrust.org.uk

admin@nextsteptrust.co.uk

01422330938

Charity Commission for England and Wales

Listed activities

Amateur Sport
Disability
Economic/Community Development/Employment
Education/Training

GiG Classification

Other individual and family services

How it operates

Acts as an umbrella or resource body
Provides human resources
Provides services

Where it operates

Calderdale,

Who it helps

People With Disabilities
The General Public/Mankind

Who works here?

75 employees
1 volunteer

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
DCMS - Coronavirus Community Support Fund
£9,958	27/07/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Sir George Martin Trust - Grant to Next Step Trust
£3,180	28/06/2019	Capital costs for Disability Support & Activities
The Clothworkers Foundation - Grant to Next Step Trust
£20,000	07/02/2019	construction of a hydrotherapy pool, changing rooms and hoists for a charity which works with people with disabilities in Halifax.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-77

DR JULIE ANN WALSH Appointed: 2019, Occupation: Hospital Consultant

EMILY JAYNE PEARSON Appointed: 2023, Occupation: Community Programmes Manager

CHRISTINE ANN NAYLOR Appointed: 2006, Occupation: Housewife

JOHN SPENCER MOONEY Appointed: 2013, Occupation: Council Employee

MAUREEN SNEDDON CAWTHORN Appointed: 2008, Occupation: Solicitor

LEIGH-ANNE STRADESKI Appointed: 2013, Occupation: Director, Other trusteeship: EUREKA THE NATIONAL CHILDREN'S MUSEUM,

Legal constitution

Charitable company registered in England & Wales on 15/05/2006, number: 1114197
Registered at Companies House on 16/02/2006, number: 05711840

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

17 returns made; AR17: 1 days late, AR14: 47 days late, AR13: 46 days late, AR12: 28 days late, AR07: 110 days late,

Main office

Next Step Trust
Hoover Building
Westfield Street
HALIFAX
West Yorkshire
HX1 2DN

Objectives

(1) TO ESTABLISH A PROVISION OF A DAY CARE CENTRE TO SUPPORT AND PROVIDE OPPORTUNITIES FOR YOUNG PEOPLE WITH COMPLEX DISABILITIES

Defined Area of Benefit:

WEST YORKSHIRE.

Data Sources