Finance Score: -3

Governance Score: 3

Support Score: 7

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

Dynamic board: +3

Large volunteers +3
Grant maker support: +4

Overall GiG Score: 7

FIRST STEPS NEW FOREST

We work with families and children mainly from an the local settled Gypsy/Traveller community who live in rural isolation. We employ two part time Community Development workers. We advocate on behalf of the community with outside agencies.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers and there are significant future grants due to be received
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

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 and on several occasions in recent years less than spending

Established: 30 years

firststepscharity.org

erica@firststepscharity.org

01425672800

Charity Commission for England and Wales

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
04/04/23		£21	£27	£-6	n/a	n/a	n/a	n/a	n/a	13
04/04/22		£27	£25	£2	n/a	n/a	n/a	n/a	n/a	11
04/04/21		£32	£23	£9	n/a	n/a	n/a	n/a	n/a	13
04/04/20?		£10	£29	£-19	n/a	n/a	n/a	n/a	n/a	11
31/12/18		£31	£24	£6	£0	£0	£0	n/a	0	17
31/12/17		£37	£35	£1	£0	£0	£0	n/a	0	0
31/12/16		£46	£42	£4	£0	£0	£0	n/a	0	0
31/12/15		£28	£30	£-2	£0	£0	£0	n/a	0	0
31/12/14		£15	£20	£-5	£0	£0	£0	n/a	0	0
31/12/13		£28	£27	£0	£0	£0	£0	n/a	0	0
31/12/12	*	£28	£28	£-1	£0	£0	£0	n/a	0	0
31/12/11		£11	£24	£-13	£0	£0	£0	n/a	0	0
31/12/10		£24	£21	£3	£0	£0	£0	n/a	0	0
31/12/09	*	£25	£21	£5	£0	£0	£0	n/a	0	0
31/12/08		£24	£25	£-1	£0	£0	£0	n/a	0	0
31/12/07		£41	£28	£13	£0	£0	£0	n/a	0	0
31/12/06		£26	£26	£0	£0	£0	£0	n/a	0	0
31/12/05		£27	£33	£-5	£0	£0	£0	n/a	0	0
31/12/04		£14	£21	£-6	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Hampshire,

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who works here?

Unknown number of employees
13 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
National Lottery Community Fund - First Steps New Forest
£86,340	31/01/2020 60	First Steps New Forest (FSNF) supports individuals from the settled Gypsy and Traveller community locally in the New Forest. The organisation will use funding to fund two part-time community care ....more First Steps New Forest (FSNF) supports individuals from the settled Gypsy and Traveller community locally in the New Forest. The organisation will use funding to fund two part-time community care workers, who will provide one-to-one support to families registered on its database. The project aims to provide personal and tailored support, which can include helping with personal correspondence relating to bills benefits and general enquiries and accompanying people on appointments. The project works alongside other organisations such as housing, education, the police and local voluntary organisations.
Henry Smith Charity - Grant to First Steps New Forest
£9,000	10/12/2019 36	towards three years' running costs of a project providing support to people with disabilities and mental health issues from the Gypsy and Traveller community in Hampshire
Quartet Community Foundation - First Steps New Forest
£5,000	18/03/2019 11	Toward the First Steps New Forest project sessions for members of the local Gypsy Traveller community enabling them to seek advice and support regarding financial matters.
National Lottery Community Fund - First Steps New Forest
£10,000	17/08/2018 12	The funding will be used for staff and running costs. The project aims to provide a social space and integral support for the Gypsy Traveller community.
Quartet Community Foundation - First Steps New Forest
£5,000	03/01/2018 11	For the First Steps New Forest project, providing sessions where members of the local Gypsy Traveller community can attend, seeking advice and support regarding financial capability matters.
Tudor Trust - Grant to First Steps New Forest
£20,000	27/03/2017 24	over two years towards the running costs of a charity supporting the New Forest Gypsy/Traveller community
National Lottery Heritage Fund - Grant to First Steps New Forest
£10,000	21/02/2017	Our Heritage
Henry Smith Charity - Grant to First Steps New Forest
£10,000	16/03/2015 24	towards two years' salary of a part-time Community Care Worker at a project providing support to people with learning and physical disabilities and mental health issues from the Gypsy and Traveller ....more towards two years' salary of a part-time Community Care Worker at a project providing support to people with learning and physical disabilities and mental health issues from the Gypsy and Traveller community in Hampshire
Henry Smith Charity - Grant to First Steps New Forest
£5,000	12/09/2013	towards one year's salary of a part-time Community Care Worker to provide welfare support and advice to members of the Gypsy and Traveller community in the New Forest

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

BRIAN GUMBRELL MR (Chair) Appointed: 2023

BILLIE-JO SHERRED Appointed: 2023

CHRISTOPHER COOPER Appointed: 2023

DANIEL NUTBEAM Appointed: 2023

JOHN DAVID COOK Appointed: 2023

KAY SANDERS-FOX Appointed: 2023

LOUISA MOBEY Appointed: 2023

PATRICIA ANNE BARKER Appointed: 2023

Legal constitution

Charity registered in England & Wales on 27/04/1994, number: 1037064

Gift Aid

NOT registered with HMRC for Gift Aid

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
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

19 returns made; AR12: 25 days late, AR09: 10 days late,

Main office

COURT COTTAGE
LYNDHURST ROAD
BRANSGORE
CHRISTCHURCH
BH23 8JY

Objectives

THE AIM OF THE CHARITY IS TO ENHANCE THE DEVELOPMENT, EDUCATION, HEALTH AND WELFARE OF CHILDREN AND THE EDUCATION AND HEALTH OF OTHER MEMBERS OF THEIR FAMILY GROUP ENCOURAGING THE PARENT/S GUARDIAN/S TO UNDERSTAND AND PROVIDE FOR THE NEEDS OF THEIR CHILDREN THROUGH COMMUNITY GROUPS AND BY:OFFERING APPROPRIATE PLAY FACILITIES AND OPPORTUNITIES FOR PARENT/S GUARDIAN/S TO TAKE RESPONSIBILITY FOR AND TO BECOME INVOLVED IN THE ACTIVITIES OF SUCH GROUPS.ENSURING THAT SUCH GROUPS OFFER OPPORTUNITIES FOR ALL CHILDREN AND THEIR MEMBERS OF THEIR FAMILY GROUP, REGARDLESS OF RACE, CULTURE, RELIGION OR MEANS.ENCOURAGING THE STUDY OF THE NEEDS OF SUCH CHILDREN AND THEIR FAMILIES AND PROMOTING PUBLIC INTEREST IN THE RECOGNITION OF SUCH NEEDS IN THE LOCAL AREAS.

Defined Area of Benefit:

NOT DEFINED

Data Sources