Finance Score: -5

Governance Score: 9

Support Score: 2

Volatile income & significant deficit in latest year: -5
No PartB

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

Grant maker support: +2

Overall GiG Score: 6

SMALL STEPS SFP

Small Steps is a support group for babies & young children who have a physical disability, sensory impairments or genetic disorders. Small Steps runs structured sessions for these little ones and their parents, where parents are hands on with their own child, learning skills to help them in their progress across all areas of their development, directed / facilitated by a multidisciplinary team.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently and was significantly lower than spending in the latest year

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
31/05/23	£345	£504	£-159	n/a	n/a	n/a	n/a	n/a	9
31/05/22	£732	£490	£241	£56	£3,884	£313	7.7	8	5
31/05/21	£997	£494	£503	£37	£3,643	£258	6.3	9	3
31/05/20	£3,380	£588	£2,792	£106	£3,140	£256	5.2	9	4
31/05/19	£395	£435	£-40	n/a	n/a	n/a	n/a	n/a	4
31/05/18	£537	£453	£84	£54	£387	£346	9.2	8	0
31/05/17	£324	£416	£-93	£0	£0	£0	n/a	0	0
31/05/16	£427	£434	£-6	£0	£0	£0	n/a	0	0
31/05/15	£376	£336	£40	£0	£0	£0	n/a	0	0
31/05/14	£782	£420	£362	£41	£362	£338	9.7	6	0

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Senior Staff Costs/Total Spending: 18%
Highest pay band: £70,000-£80,000

Established: 11 years

http://smallsteps.org.uk/

info@smallsteps.org.uk

02087045935

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training

GiG Classification

Services for people with disabilities

How it operates

Provides services

Where it operates

Richmond Upon Thames,

Who it helps

Children/Young People
People With Disabilities

Who works here?

Unknown number of employees
9 volunteers

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 - VSCE CMC Fund
£2,578	28/05/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
Co-Operative Group - Grant to Small Steps
£3,150	29/11/2017	We need funds for helping, teaching and supporting disabled children and their families.
Masonic Trust - Core funding
£4,088	19/04/2017	Advice, information and support for parents of children with physical disabilities.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 27-78

ANDREW CHRISTOPHER RICHARDSON Appointed: 2024, Occupation: Corporate Controller

CHARLES LORT-PHILIPS Appointed: 2022, Occupation: Company Director

DAVID MARILLAT Appointed: 2024, Occupation: Headteacher

ELEANOR GRACE CHADD Appointed: 2021, Occupation: Law Student

HARRIET EDWARDS Appointed: 2024, Occupation: Head Of Policy

NINA PRESTON-SMITH Appointed: 2024, Occupation: Communications Manager

ANDREA SAMUELSON (Chair) Appointed: 2013, Occupation: Self Employed

DEBORAH CHALLINOR Appointed: 2021, Occupation: Consultant

JOANNA BROTHERSTONE Appointed: 2013, Occupation: None

MARGARET KELLY Appointed: 2018, Occupation: Retired Teacher

REBECCA SARSON Appointed: 2020, Occupation: Fundraiser

TIM THEOBALDS Appointed: 2013, Occupation: Accountant, Other trusteeship: BLANK CANVAS,

Legal constitution

Charitable company registered in England & Wales on 31/01/2013, number: 1150651
Registered at Companies House on 09/01/2013, number: 08353635

Gift Aid

Registered with HMRC for Gift Aid

Event History

05/09/2013 - Asset transfer in from SMALL STEPS - SCHOOL FOR PARENTS, GREENMEAD
20/03/2024 - Asset transfer in from GRACIOUS HEART

Policies in force

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

Filing Record

10 returns made; all on time

Recent reorganisation events:

Asset transfer in from GRACIOUS HEART on 20/03/2024

Main office

Small Steps
Burleigh House
17-19 Worple Way
RICHMOND
TW10 6DG

Objectives

THE RELIEF OF NEED AND ADVANCEMENT OF EDUCATION OF CHILDREN WHO HAVE CEREBRAL PALSY OR OTHER MOTOR AND SENSORY IMPAIRMENTS AND THEIR FAMILIES, THROUGH THE PROVISION OF CLASSES, ACTIVITIES AND ADVICE IN A SUPPORTIVE ENVIRONMENT.

Data Sources