Finance Score: 2

Governance Score: 2

Support Score: 3

Strong growth: +2
No PartB

Dynamic board: +3
Mainly male board: -1

Overall weighted support: +3

Overall GiG Score: 7

STEPWAY

TO PROMOTE AND IMPROVE MENTAL HEALTH AWARENESS AND SUICIDE REDUCTION AMONG VETERANS AND FAMILY MEMBERS OF THE BRITISH ARMED FORCES LIVING IN ENGLAND AND WALES, FOR THE PUBLIC BENEFIT BY PREVENTING THEM FROM BECOMING SOCIALLY EXCLUDED BY PROMOTING INCLUSIVE COMMUNTIES BY DELIVERING SUPPORT SERVICES, EVENTS, ACTIVITIES AND COURSES, WHICH PROMOTE A SENSE OF BELONGING AND PURPOSE IN CIVILIAN LIFE

Analysis by Giving is Great

Positives:

There has been strong growth in spending since inception
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

There has been a change of accounting period recently, so trends may be hard to determine
A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
31/03/23		£149	£131	£19	n/a
31/03/22		£102	£84	£19	n/a
31/03/21?		£24	£23	£1	n/a
08/08/20	*	£25	£14	£12	n/a

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 5 years

www.stepway.org

worcestershire@stepway.org

01905 745253

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Other Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives

GiG Classification

Social clubs and similar

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

Birmingham City, Dudley, Gloucestershire, Sandwell, Walsall, Wolverhampton, Worcestershire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

Ministry of Defence	£45,000
Sport England	£7,414
Heart Of England Community Foundation	£2,000

Specific Donations

Amount	When Months	To be used for
Sport England - Together for our Wellbeing Project
£7,414	29/03/2023	This project will deliver weekly 4-hour sessions of exercise and fitness, and table tennis. Participants will be able to choose to one or the other activity, or both.
Ministry of Defence - Covenant Fund
£10,000	22/02/2023	"The Armed Forces Covenant aims to: 1) the Armed Forces Covenant defines the enduring, general principles that should govern the relationship between the Nation, the Government and the Armed Forces community. 2) It aims to encourage all parties ....more "The Armed Forces Covenant aims to: 1) the Armed Forces Covenant defines the enduring, general principles that should govern the relationship between the Nation, the Government and the Armed Forces community. 2) It aims to encourage all parties within a community to offer support to the local Armed Forces community and make it easier for Service personnel, families and veterans to access the help and support available from the MOD, from statutory providers and from the Charitable and Voluntary Sector. These organisations already work together in partnership at local level. 3) the scheme is intended to be a two-way arrangement and the Armed Forces community are encouraged to do as much as they can to support their community and promote activity which integrates the Service community into civilian life. "
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£35,000	12/02/2021	The Positive Pathways programme funded projects that develop and run activities supporting the mental health and wellbeing of ex-Forces.
Heart Of England Community Foundation - Outdoor Community Garden Prioject
£2,000	04/02/2021	Towards and outdoor community garden project.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

DAVID CARNEY Appointed: 2021

GRAHAM JOHN GREENBERG Appointed: 2023

KEVIN GEORGE GALE Appointed: 2021

KEVIN JOSEPH MCCANN Appointed: 2022

MANDY CHRISTINE KNIGHTON Appointed: 2024

MICHAEL DAVID O'CONNELL (Chair) Appointed: 2021

Legal constitution

Charity registered in England & Wales on 20/11/2019, number: 1186465

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
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

4 returns made; AR20: 21 days late,

Main office

The Salvation Army
The Trinity
WORCESTER
WR1 2PN

Objectives

TO PROMOTE SOCIAL INCLUSION AMONG VETERANS OF THE ARMED FORCES LIVING IN THE WORCESTERSHIRE AREA FOR THE PUBLIC BENEFIT BY PREVENTING THEM FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY THROUGH THE PROVISION OF A 7 STEP PROGRAM TO HELP WITH ADAPTION INTO CIVILIAN LIFE.

Data Sources

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