## **Trustees Annual Return 2020 -2021** ## **FIRST STEPS NEW FOREST** **Charity Number: 1037064** ## **Submitted on 24[th] January 2022** ## **FINANCIAL YEAR** 05 April 2020 04 April 2021 Next financial year end: 04 April 2022 ## **INCOME AND EXPENDITURE** Income and expenditure for the financial year 2020 - 2021 INCOME: - £32,152.00 EXPENDITURE: - £23,076.00 ## **CHARITY CONTACT** Current contact is: - MRS ERICA JANE ARNOLD TELEPHONE: - 07866 473957 erica@firststepscharity.org ## **CHARITY WEBSITE** www.firststepscharity.org www.newforestromanygypsytraveller.co.uk www.firststepshealthandwellbeing.co.uk ## **CORPORATE TRUSTEE** The charity has no corporate trustees. ## **CURRENT AND NEW INDIVIDUAL TRUSTEES** ## **Trustee 1** ## **Title: - Chairperson** Display name: MR BRIAN GRUMBRELL Date of birth: 1 Feb 1962 10 Moortown House Christchurch Road Ringwood Hampshire BH24 3AN ## **Trustee 2** ## **Title: - Treasurer** Display name: David John Cook Date of birth: 25 February 1959 79 Ash Grove High Town Ringwood Hampshire BH24 1XT ## **Trustee 3** ## **Title: - Secretary** Display name: Maya Ostey Date of birth: 15 July 1997 15 Scotts Hill Lane Christchurch Dorset BH23 1HF ## **Trustee 4** Display name MR CHRIS COOPER Date of birth: 04 September 1961 2 WHITELANDS BRANSGORE CHRISTCHURCH BH23 8DY ## **Trustee 5** Display Name: - Billie-Jo Sherred Date of birth: 18 January 1992 7 Magpie Grove New Milton Hampshire BH25 6SD ## **Trustee 6** Display Name: - Patricia Anne Barker Date of birth: 28 November 1935 46 Rosehill Drive Bransgore Hampshire BH23 8NR ## **LINKED CHARITIES** We have no active linked (subsidiary or constituent) charities associated with this Charity. ## **AREA OF OPERATION** HAMPSHIRE/NEW FOREST ## **CHARITY CLASSIFICATION** General Charitable Purposes Education/Training Health/Sickness Disability Relief of Poverty Accommodation/Housing Economic/Community development/Employment Other charitable purposes ## **Who the charity helps –** Children/Young people Elderly/Old People People with disabilities People of a particular ethnic or racial origin ## **How the charity operates: -** Provides services Provides advocacy/advice/information/support Provides activities ## **CHARITY ACTIVITIES** We are a small community-based charity that has been working for twenty years with people of Gypsy origin living in bricks and mortar in a rural area, disadvantaged by poverty and isolation. We have identified high levels of unemployment and major health problems in this Community. Whilst working with this community and through local research we know that there is a high need for our project as the individuals that we work with regularly ask us for help with many day-to-day tasks. The majority of this community are unable to read or write and there is a high level of disability, unfortunately there is nowhere else for them to gain this help. We also work closely with other agencies such as housing, education, police, Social Services, connexions and other voluntary sectors, which often rely on us in order to make contact with this community. We spend considerable time advocating on behalf of this ethnic minority, always promoting their needs and cultural background. By working closely within the community and advocating the needs of the people to other agencies we help improve the health and welfare of these individuals, also by offering a varied timetable to improve people’s opportunities and abilities to become more independent and skilled. By working closely with the community, health, welfare, environmental, social, and educational needs will be met more effectively and efficiently. We employ two part-time community care workers and have regular volunteers. Our two Community Workers work on an individual basis with families and individuals dealing with matters such as Housing, Health, Education, Sexual Health, Young Offenders, Benefits and Debt. We also have a small group of young adults with a moderate Learning Difficulties. These young adults need a high level of support. We offer these young adults and their families help, support and activities that otherwise, they would find hard to engage. ## **UK VOLUNTEERS** We had 13 UK volunteers during the financial year. ## **CHARITY'S MAIN BANK/BUILDING SOCIETY ACCOUNT** Below are the current details for our main bank or building society account. Account details are not available to the public. For security purposes we have not printed the full account number. Bank name: NAT WEST BANK PLC RINGWOOD Sort code: 54-30-45 Account number: *****53 Account Name: - FIRST STEPS NEW FOREST FIR RE FOR RIOD FROM 2020 T 04 APRI ist•r rl No 10370 FIRST STEPS NEW FOREST )prov•l stat•m•nt We apF•Th the acc￿nts c￿￿9• d th• 140fft Lo88 A{X￿￿t Ihe Balance Sheet. W• acknowtsdg• tyjr rwc*iwbty fry th• acc(vits. inclJdng the arwcfAlknaS$ cl the 4)pa￿tI• fnance reprytng frwnewyk for Danbel C &M)rt Ltd vAlh •1 th• lrrfcYmatw￿ Coo Twstee Trusts• BRIArv Lripl1￿ Pc VM&RGLL Truslo• Dat• R•port to th• trU￿•￿M￿nbWj of Firnt S*>B New F(yosl On accoun1• for th• EX¢•n￿ P•rfod: S 2020 kn 4 Awl 2021 S•t out on p•9•• 3104 R••p•ctlY• r••ponslblllll•• of trust•￿ and •x4mln•r c(rndw thol ￿ 0￿J￿ Is ncrt required kf y8W urKJer seclK>n 43 (2) ol Ihe Charfyes Ad 1993 (th8 1993 kll WMJ Ihal ￿ examinati(m 18 n￿ded. ft o my resr#MsIt4Nty to: oxarr#nè th• •cc(xmts under sKtion 43 d tho 1993 ryocedLffe* general rectrffls giv￿ by Chanty CcrnrnissK￿ (under seciM)n 43 (7) Ib) 1933 AL% and to Sl81e thther p*b'oJlar m8llw3 hav• coma to my attent Ball• of Ind•p•nd•nt general gven by the Chariy CtyMiis%on. An ex*nin8lKm hrydLhJes a r•vi•w ol Ihe accourtk r￿d8 kept by the charity and a ccynpwkn of Ihe presented with tr￿e records. h also udes c￿*m]erats￿ of any tsnu8ual rtems dBck>fJJres Undertak￿ do not 81 the mJefK• Ihat V￿k1 b• r•quffeAJ audil. 8nd c(nsequenty Iro￿ is QN•ll aCC￿nIS pr83Wrt Irv• and the rvF*Xt1g Imii•J lo those mJtttt8 set in IP* statwnent stst•m•nl In Lxnnxtlon my 0xan1n*k￿, no mattor has cc¥n• lo my all￿ 1) gNos rne res(￿4t￿O cwse to Weve Ihal In, any matenal ￿[tha, the requirement8. 4101tr* 1933 A¢ cl the 1 *33 kl have been rnrf. c 2)10 in my O￿nK)n. aiientkn sh￿ld be itrav in orrler kn enable a rycper LThknrntanthng of Date 12101r2022 C St#>t Ltd Ad&￿8 70 seat￿M• Road S￿t￿Me mom￿th BHS 2HT Ywr End•d 01￿lM9 to The Lclwy Ertwm Tfi 5.484 TOT AL V4CO•AE 32.152 32 152 10.090 EXPENDITURE 19.148 19.148 194 21.￿3 232 215 239 270 42 75 15• T•mp & trAnry Trnv•l & 94)a•l & fArt 426 1.198 41 661 426 lJ73 31 41 581 2210 TOTAL ExPEl￿rTuRe 23.076 23.076 29,104 Surp￿•1(0•￿c￿ th1• r4V 9,07B 9.078 Flx•d AM•¢• 164 7,142 31 221 31 c••h•ll￿A￿￿o Drtlcn & y•p•yn•nts 7J34 TOT*L *3SET8 7.498 45a 7498 1.57T F¥nd• 1,578 17.436 19 1.578 •nd ol Y••r 7.498 R•wt to the tru•t•••hYb•mb•rn ol Frst St•ps Now Fmst On •GCQUllt• lor th• P•rfod: 6 WI 2020 kn 4 W 2021 S•t on p•g•s 3104 R••p•th• r••ponslbllltl•s ol trust••• and •x4rnln•r The (tsrW8 trwt••8 are lor 11 th• a¢ccwnl•. Th• cMrftys trus1006 )ns#aer that an audrt rvwred for Ih's ￿ar urth se(Jic*i 43 {2) CA th• Chvths Act 1993 (th8 1993 Act) INryl ￿ examin•tiC*) is n••ded. 11 o my res[X￿51t*tity 10: to l(kn tKocth la￿ In the cMrectK￿S by Ch￿ty c￿nMi$S1Cffj (und sectx)n 43 (7) (b) ol tr* 1993 Acl and 10 8ts10 vknetrw part￿￿￿ matter5 hm c(Mn• 10 rny 8••l• of Ind•P￿d•Al •xamln•rs •lalom•nl My ex8mlnatKm wag carrl&d rxrt In accrydanc* wilh gerwal C)ir8(aThs by Ihe Charlty Ccrfnmw. An •xamknath)n inclLwJe5 a revknw ol the acco￿1 reccrfd8 kepi by the chanty a CLynparwm of Ihe counts pres￿1￿j trxxe re￿￿￿5. It a180 ￿￿e$ c￿sAderabcffl ol any UNWAI ttems or thsd08ur•s undeftAk￿ do Fxovid8 al the ovMa•fK• that l)e rwwkn•J n an audt. WKI • Irug and thi and the report o knited to tho mattern statwn•nl b•bx. Ind•p•nd•nt •xthn•rf• •t•t•m•nt In ￿￿n0th0n VAlh my matt•r h come ￿ my attenlkxl 1) wthich &¥v•s mo uu8• to bal*ve that i any malfThJl 88p•c* r•qi#rem￿tS 41 cl the 1993 Act: arKI cd the 1993 Act have nol b8en me(. Of 21 I) vthith. ￿ my attention be dra Nder to enab* 8 VOPW l￿der5(a￿*r4 ul Ihe Date 12A)1 r2022 Dar#d C sh￿ Ltd Ad(tr•8• 70 Seabxme Road BH5 2HT