Finance Score: 3

Governance Score: 6

Support Score: 7

Fundraising costs low: +3

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

Grant maker support: +7

Overall GiG Score: 16

STEP BY STEP PARTNERSHIP LIMITED

Relieves the need of the homeless, unemployed and other people by the reason of their condition of hardship or distress, by the provision of supported housing, education, training and support.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
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

Established: 34 years

www.stepbystep.org.uk

info@stepbystep.org.uk

01252346100

Charity Commission for England and Wales

Tweets

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	£3,866	£3,673	£193	£211	£1,944	£1,944	6.4	78	16
31/03/22	£3,557	£3,104	£454	£209	£1,752	£1,602	6.2	73	16
31/03/21	£3,313	£2,889	£425	£198	£1,298	£1,298	5.4	65	16
31/03/20	£3,390	£2,941	£448	£153	£873	£854	3.5	81	84
31/03/19	£3,058	£2,845	£213	£208	£425	£413	1.7	84	25
31/03/18	£2,980	£3,432	£-452	£226	£212	£199	0.7	58	0
31/03/17	£3,095	£3,242	£-147	£216	£664	£643	2.4	91	0
31/03/16	£2,861	£2,837	£24	£206	£811	£806	3.4	52	0
31/03/15	£2,107	£2,223	£-116	£183	£800	£788	4.3	47	0
31/03/14	£1,864	£1,852	£12	£141	£916	£858	5.6	40	0
31/03/13	£1,447	£1,384	£63	£110	£904	£793	6.9	28	0
31/03/12	£1,504	£1,386	£117	£86	£841	£709	6.1	24	0
31/03/11	£1,566	£1,432	£134	£82	£723	£551	4.6	17	0
31/03/10	£1,314	£1,254	£61	£50	£590	£534	5.1	22	0
31/03/09	£1,134	£1,139	£-6	£46	£529	£527	5.5	26	0
31/03/08	£962	£948	£14	£21	£534	£529	6.7	23	0
31/03/07	£899	£917	£-19	£108	£520	£520	6.8	24	0
31/03/06	£935	£932	£3	£0	£0	£0	n/a	0	0
31/03/05	£950	£901	£50	£0	£0	£0	n/a	0	0
31/03/04	£967	£837	£130	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 5.5%
Fundraising Costs/Total Spending: 5.7%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 25%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 6.4 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.3

Asset Split ?

Listed activities

Accommodation/Housing
Education/Training

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Dorset, Hampshire, Reading, Rhondda Cynon Taff, Surrey, Swindon, West Berkshire, West Sussex, Wiltshire, Windsor And Maidenhead,

Who it helps

Children/Young People

Who works here?

78 employees
16 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.

Major supporters in last 5 years

Garfield Weston Foundation	£75,000
BBC Children in Need	£74,125
Heart Of England Community Foundation	£47,605
Community Foundation for Surrey	£13,868

Specific Donations

Amount	When Months	To be used for
Community Foundation for Surrey - Open Doors
£2,500	08/02/2024 5.4838709677419	Funding to support an organisation providing support to young homeless people.
Co-Operative Group - Grant to Step by Step (Step by Step Partnership Ltd.)
£2,213	22/10/2022	We wish to support young people facing homelessness to realise and fulfil their potential and aspirations. We want to support the mental health of young people at a time of great difficulty.
Garfield Weston Foundation - Multi-Year Grant (3 Years) award
£75,000	01/10/2021	YOUTH AIMS, WELLBEING WORKERS, RECOVERY WORKER AND FAMILY MEDIATION SERVICES
BBC Children in Need - Grant to Step by Step
£74,125	31/07/2020	Covid19 - This project will provide employability skills and work placement opportunities to homeless young people further impacted by COVID-19. Young people will better engage with employment, ....more Covid19 - This project will provide employability skills and work placement opportunities to homeless young people further impacted by COVID-19. Young people will better engage with employment, education or training, improve their independence and aspirations.
Community Foundation for Surrey - Continuing a Part Time Counsellor role across Guildford and Waverley for Young People aged 11-25
£11,368	01/04/2020 10	Continuing a Part Time Counsellor role across Guildford and Waverley for Young People aged 11-25
National Lottery Community Fund - Enhanced Wifi and IT access for young people
£4,021	27/03/2020 10	This organisation provides accommodation for homeless young people and will use the funding to upgrade access to WiFi and improve the specification of desktop computers at each of their IT suites. ....more This organisation provides accommodation for homeless young people and will use the funding to upgrade access to WiFi and improve the specification of desktop computers at each of their IT suites. The project aims to enhance IT facilities for young people.
Heart Of England Community Foundation - Step Worker within our Aldershot Foyer - working with vulnerable and homeless young people
£47,605	11/02/2020 17	We would like to employ an additional Support Worker to be based within our Aldershot Foyer, which provides supported housing to vulnerable homeless young people. This worker would join a team which ....more We would like to employ an additional Support Worker to be based within our Aldershot Foyer, which provides supported housing to vulnerable homeless young people. This worker would join a team which provides 24hr and 1:1 support and advice to young people in our care, assisting them to understand and develop the skills needed to live independently after their placement. A grant would fund this post for a period of 18 months, working within our Foyer on a full-time basis. Young people will be supported to navigate and overcome their homelessness and other presenting issues which often include family breakdowns, mental health issues and unemployment. 90% of the young people we support stablise their circumstances
Co-Operative Group - Grant to Step by Step
£2,513	15/11/2019	We want to reduce and prevent youth homelessness and make brighter futures possible.
National Lottery Community Fund - Family Mediation Training
£8,616	25/10/2018 12	The organisation will use the funding to train additional family mediators to support the increased demand for their services supporting people who are homeless or at risk of becoming homeless, with ....more The organisation will use the funding to train additional family mediators to support the increased demand for their services supporting people who are homeless or at risk of becoming homeless, with a view to preventing at risk situations.
Community Foundation for Surrey - Surrey – Counselling for Young People
£10,000	05/06/2018 11	Counselling services to young people aged 11-25 in Guildford and Waverley.
Community Foundation for Surrey - Future Steps - volunteer costs
£10,556	26/05/2016 11	Volunteer costs for a programme to educate young people on a range of topics e.g. health & wellbeing, employability, sexual health & relationships.
The Blagrave Trust - Training and education for young people who are homeless
£60,000	08/03/2016	Homeless young people
Paul Hamlyn Foundation - Core funding towards two new posts to assist the organisation in reducing its dependence on local authority contract income.
£60,000	17/11/2015 12	Step by Step would like to reduce its reliance on local authority contracts and increase commercial and individual donor income. This would enable the charity to meet the growing demand for its ....more Step by Step would like to reduce its reliance on local authority contracts and increase commercial and individual donor income. This would enable the charity to meet the growing demand for its services for young people who are homeless or facing homelessness. The grant will contribute to salary costs for two new posts: Business Services Manager and Head of Income Generation.
Tudor Trust - Grant to Step by Step Partnership Ltd
£5,100	30/07/2015	over one year towards a resilient resettlement and community integration project for ex-homeless people in Aldershot

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 37-77

ANDREW SCOTT MITCHELL Appointed: 2020, Occupation: Solicitor

CAROLINE SKERRY Appointed: 2020, Occupation: Company Director

CLARE GALLAGHER Appointed: 2022, Occupation: Lead People Partner

JOHN SYDNEY DEVLIN Appointed: 2006, Occupation: Retired

JAMES WILLIAM MOWAT Appointed: 2020, Occupation: Associate Director (Recruitment)

JONATHAN FRANCIS PORTAL Appointed: 2019, Occupation: Accountant

KEITH GATHERGOOD Appointed: 2010, Occupation: Company Director

LUCY ALANNAH ROSEMARY BARNES Appointed: 2020, Occupation: Solicitor

SASITHARAN MYLVAGANAM Appointed: 2019, Occupation: Chartered Accountant (Consultant)

STEPHEN BREARLEY Appointed: 2022, Occupation: Strategy Manager

Legal constitution

Charitable company registered in England & Wales on 25/01/1990, number: 900308
Registered at Companies House on 12/10/1989, number: 02431825

Gift Aid

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
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds 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

20 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE EMMA CAMPBELL TRUST on 16/08/2021

Main office

Step by Step Partnership Ltd
36 Crimea Road
ALDERSHOT
GU11 1UD

Objectives

TO RELIEVE THE NEED OF THE HOMELESS, UNEMPLOYED AND OTHER PEOPLE BY REASON OF THEIR CONDITION OF HARDSHIP OR DISTRESS, BY THE PROVISION OF SUPPORTED HOUSING, EDUCATION, TRAINING AND SUPPORT.

Defined Area of Benefit:

BOROUGH OF RUSHMOOR OR ELSEWHERE

Data Sources