## **Trustees Annual Return 2024 -2025**
## **FIRST STEPS NEW FOREST**
# **Charity Number: 1037064**
## **Submitted on 22[nd] January 2026**
## **FINANCIAL YEAR**
05 April 2024 - 04 April 2025
## **Next financial year-end:**
05 April 2026
## **INCOME AND EXPENDITURE**
Income and expenditure for the financial year 2024 - 2025
INCOME: - £31,240 EXPENDITURE: - £28,990
## **CHARITY CONTACT**
Current contact is: -
MRS ERICA JANE ARNOLD
TELEPHONE: - 07866 473957
erica-arnold@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: Daniel Nutbeam Date of birth: - 1[st] July 2005
11 Slinn Road Christchurch Dorset BH23 3AN
E-mail: - danieljnutbeam@gmail.com
**Trustee 2**
## **Title: - Secretary**
Display name: Amy Pidgley Date of birth: 14 February 1986
7 Whitelands Thorney Hill Bransgore Nr. Christchurch Dorset BH23 8DY
## **Trustee 3**
## **Title: Treasurer**
Display name: David John Cook Date of birth: 25 February 1959 79 Ash Grove High Town Ringwood Hampshire BH24 1XT
E-mail: - cookamon@hotmail.co.uk
## **Trustee 4**
Display name: MR BRIAN GRUMBRELL Date of birth: 1 Feb 1962
10 Moortown House Christchurch Road Ringwood Hampshire BH24 3AN
## **Trustee 5**
Display name MR CHRIS COOPER Date of birth: 04 September 1961
2 WHITELANDS BRANSGORE CHRISTCHURCH BH23 8DY
E-mail: - info@firststepscharity.org
## **Trustee 6**
Display name: Louisa Mobey
Date of birth: - 15[th] February 1977
38 Widbury Road Pennington Lymington SO42 8EF
E-mail: - Louisa@firststepscharity.org.uk
## **Trustee 7**
Display name: Kay Sanders-Fox
Date of birth: 3[rd] March 1991
Flat 1, 49 Stour Road, Christchurch, Dorset, BH23 1LN
E-mail: - kaysandersfox7@gmail.com
## **LINKED CHARITIES**
We have no active linked charities (subsidiaries or constituents) 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 over thirty years with people of Gypsy origin who live in permanent housing in a
rural area. This community experiences significant disadvantage due to poverty, isolation, high unemployment, and serious health issues.
Through our long-term work and local research, we have identified a strong and ongoing need for our services. The individuals and families we support regularly ask for help with day-to-day tasks, and demand for our support is high. Many members of the community have low literacy levels, and there is also a high level of disability. Unfortunately, there are very limited alternative services available to meet these needs.
We work closely with a wide range of agencies, including housing providers, education services, the police, NHS services, social services, and other voluntary organisations. These agencies often rely on us to make initial contact and maintain community engagement.
A significant part of our work involves advocacy. We represent this ethnic minority by promoting their needs, rights, and cultural background, and by supporting individuals and families in their interactions with statutory and voluntary services.
By working directly within the community and advocating on behalf of individuals and families, we help to improve health, well-being, and overall quality of life. We also provide a varied programme of activities designed to increase independence, skills, and opportunities for personal development.
Our close partnership working ensures that health, welfare, environmental, social, and educational needs are met more effectively and efficiently.
The charity employs two part-time community care workers and is supported by regular volunteers. Our community workers provide one-to-one support for families and individuals, helping with issues such as housing, health, education, sexual health, young offenders, benefits, and debt.
In addition, we support a small group of young adults with moderate learning difficulties who require a high level of assistance. We provide these young people and their families with tailored support and activities that would otherwise be difficult for them to access.
## **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 account.
Account details are not available to the public. For security purposes, we have not printed the full account number.
Bank name: CAF Bank Sort code: 40-52-40
Account number: 0****417
Account Name: - FIRST STEPS NEW FOREST
PA
## FIRST STEPS NEW FOREST
FOR THE PERIOD FROM 5 APRIL 2024 TO 04 APRIL 2025
Registered Charity No 1037064
## FIRST STEPS NEW FOREST
## Approval statement
We apporve the accounts which comprise of the Profit and Loss Account and the Balance Sheet. We acknowledge our responsibilty for the accounts, including the appropriateness of the applicable finance reporting framework and for providing Daniel C Short Ltd with all the information and explanations necessary for their compilation. use DAVID Dol Cook eal hd
Trustee
Trustee
1
## Report to the trustees/members of
## First Steps New Forest
On accounts for the Extended Period: 5 April 2024 to 4 April 2025 Set out on on pages 3 to 4
Set out on on pages Respective responsibilities of trustees and examiner
The charity's trustees are responsible for the preperation of the accounts. The charity's trustees consider that an audit is not required for this year under section 43 (2) of the Charities Act 1993 (the 1993 Act) and that an examination is needed. It is my responsibility to: examine the accounts under section 43 of the 1993 Act,
to follow the procedures laid down in the general Directions given by the Charity Commission (under section 43 (7) (b) of the 1993 Act and to state whether particular matters have come to my attention
Basis of independent examiners statement
My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.
Independent examiner's statement
In connection with my examination, no matter has come to my attention
1) which gives me resonable cause to believe that in, any material aspect, the requirements:
to keep accounting records in accordance with section 41 of the 1993 Act; and
to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 1993 Act have not been met; or
2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
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Signed 5 | 2
Daniel C Short Ltd
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Date 16/10/2025
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Address 70 Seabourne Road Southbourne Bournemouth Dorset BH5 2HT
2
## FIRST STEPS NEW FOREST
## INCOME AND EXPENDITURE ACCOUNT For the Period from 5 April 2023 to 4 April 2025
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||||||||||
|---|---|---|---|---|---|---|---|---|
|Year|Ended|Year|Ended|
|04/04/2025|04/04/2024|
|£|£|£|£|
|Restricted|Unrestricted|
|INCOME|
|The|Lottery|Fund|15,668|15,668|15,668|
|Hampshire|County|Council|15,569|15,569|3,808|
|Sovereign|Housing|-|1,000|
|Enham|Trust|-|5,390|
|Interest|received|3|3|1|
|TOTAL|INCOME|31,237|3|31,240|__|25,867|
|EXPENDITURE|
|Rent,|heating|and|cleaning|533|533|360|
|Salaries|and|NI|19,374|19,374|19,656|
|Pension|contributions|45|45|425|
|Refreshments|and|consumables|260|260|452|
|New equipment|274|274|58|
|Postage|508|508|267|
|Printing|&|stationery|115|115|246|
|Temp|staff &|training|-|-|221|
|Travel|&|subsistence|2,204|2,204|2,112|
|Social|&|trips|out|20|20|108|
|Legal|&|professional|costs|inc|Insurance|1,604|1,604|1,331|
|Depreciation|ATi|17|21|
|Computer/Internet/website|238|238|199|
|Enham|Healthcare|-|BUS|comparative|FBR|-|2,100|
|Hampshire County Council|(LDT)|-|BUS|920|920|670|
|Councelling|90|90|670|
|Bank|charges|95|95|52|
|Dontations|and|flowers|328|328|-|
|Other expenditure|2,365|2,365|1,790|
|TOTAL|EXPENDITURE|28,973|AZ|28,990|30,738|
|Surplus/(deficit)|for this year|2,264|(14)|2,250|(4,871)|
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FIRST STEPS NEW FOREST
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BALANCE SHEET
04-Apr-25
04/04/2025 04/04/2024
£ £ £ £
Assets
Fixed Assets
Capital equipment 67 84
Current Assets
Bank - after school club account 4 4
Bank current account 824 1,300
Cash at bank & in hand 32 32
Debtors & prepayments 639 897
Total Current Assets 1,496 2,230
TOTAL ASSETS 1,563 2,313
Liabilities: Current Liabilities
Creditors - -
Loan from Erica Arnold - 3,000
Total Liabilities - 3,000
Net (Liabilities)/Assets 1,563 (687)
Funds
Balance brought forward (687) 3,514
For this year profit/(loss) 2,250 (4,201)
At end of Year 1,563 (687)
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## Signature 1
Signed by Erica Arnold using authentication code L2pGdXJjdDxqRSo0 at IP address 92.31.56.45, on 2025/10/28 14:46:33 Z. Erica Arnold's e-mail address is: erica-arnold@tiscali.co.uk.
Report to the trustees/members of
## First Steps New Forest
On accounts for the Extended Period: 5 April 2024 to 4 April 2025 Set out on pages 3 to 4
Respective responsibilities of The charity's trustees are responsible for the trustees and examiner preperation of the accounts. The charity's trustees consider that an audit is not required for this year under section 43 (2) of the Charities Act 1993 (the 1993 Act) and that an examination is needed. It is my responsibility to: examine the accounts under section 43 of the 1993 Act, to follow the procedures laid down in the general Directions given by the Charity Commission (under section 43 (7) (b) of the 1993 Act and to state whether particular matters have come to my attention Basis of independent My examination was carried out in accordance with examiners statement general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.
Independent examiner's statement
In connection with my examination, no matter has come to my attention
1) which gives me resonable cause to believe that in, any material aspect, the requirements:
to keep accounting records in accordance with section 41 of the 1993 Act; and to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 1993 Act have not been met; or
2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Signed . | | Daniel C Short Ltd Address 70 Seabourne Road Southbourne Bournemouth Dorset BH5 2HT
Date 16/10/2025
2