## **Trustees’ Annual Report for the period** ## **From 1/1/2024 Period start date To 31/12/2024 Period end date** ## **Charity name: FOOTSTEP HOUSING TRUST** ## **Charity registration number: 1161528** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|To relieve and support homeless and vulnerably
housed persons residing in the UK for the public
benefit in particular but not exclusively by (a
providing finance to support projects and services
dedicated to homeless and vulnerably housed and
b)canvassing, lobbying and supporting campaigns
encouraging affordable housing for all.| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|By making grants to projects and services dedicated
to supporting and providing accommodation to the
homeless and vulnerably housed in the UK.
By advancing the education of the public about all
aspects of issues facing the homeless and vulnerably
housed in the UK.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The Footstep Housing Trust will, at the discretion of
its Trustees, decide the individuals it will support, the
projects it will support and where to geographically
operate. All decisions will be made in accordance
with the Trust’s objectives.| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference| |---|---| ||Para 1.38| |Policy on grant making|| ||Para 1.38| |Policy on social investment|| |including program related|| |investment|| ||Para 1.38| |Contribution made by|| |volunteers|| Other ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|In December 2024 Footstep Housing Trust received
an application from a homeless charity, Trinity
Winchester, for a Capital Grant for the refurbishment
of a residential unit for vulnerable women. It
awarded a sum of £75,000.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |Achievements against
objectives set|Para 1.41|| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|Currently the charity has £88,918.79 in the bank
account.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**N/A**| |Amount of reserves held|Para 1.22|**N/A**| |Reasons for holding zero
reserves|Para 1.22|**N/A**| |Details of fund materially in
deficit|Para 1.24|**N/A**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**N/A**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Foundation| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|CIO| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|Co-opted| ## **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|| |Relationship with any related
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|FOOTSTEP HOUSING TRUST| |---|---| |Other name the charity uses|| |Registered charity number|1161528| |Charity’s principal address|37 Jewry Street
Winchester
SO23 8RY| ||| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**| |---|---|---|---|---| ||Peter North|Chair|01/01/2024 – 31/12/2024|| ||Charles Wilkinson||01/01/2024 – 31/12/2024|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – Corporate trustees names of the directors at the date the report was approved **Director name** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** ## **Funds held as custodian trustees on behalf of others** Description of the assets N/A held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Type of**|**Name**|**Address**| |---|---|---| |**adviser**||| **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** **Footstep Housing Trust Year Ended 31/12/2024** Receipts/(Payments) |Date
Details
1/1/2024 Balance Brought Forward
1/15/2024 Account Fee
2/15/2024 Account Fee
2/21/2024 Transfer from 00028267
3/12/2024 Transfer Philippa Luckhurst
3/15/2024 Account Fee
3/26/2024 Interest
4/3/2024 Transfer Philippa Luckhurst
4/15/2024 Account Fee
5/1/2024 Transfer Philippa Luckhurst
5/15/2024 Account Fee
6/6/2024 Transfer Philippa Luckhurst
6/17/2025 Account Fee
6/26/2024 Interest
6/27/2024 Transfer Philippa Luckhurst
7/15/2024 Account Fee
7/30/2024 Transfer Philippa Luckhurst
8/15/2024 Account Fee
9/4/2024 Transfer Philippa Luckhurst
9/16/2024 Account Fee
9/26/2024 Interest
9/30/2024 Transfer Philippa Luckhurst
10/15/2024 Account Fee
11/5/2024 Transfer Philippa Luckhurst
11/15/2024 Account Fee
11/27/2024 Winchester Kanga Grant
12/3/2024 Transfer Philippa Luckhurst
12/16/2024 Account Fee
12/27/2024 Interest
12/31/2024 Transfer Philippa Luckhurst|DR/(CR)
90,548.39
(5.00)
(5.00)
30.00
(250.00)
(5.00)
45.13
(250.00)
(5.00)
(250.00)
(5.00)
(250.00)
(5.00)
45.32
(250.00)
(5.00)
(250.00)
(5.00)
(250.00)
(5.00)
44.95
(250.00)
(5.00)
(250.00)
(5.00)
(75,000.00)
(250.00)
(5.00)
32.19
(250.00)|Account
Fee
(5.00)
(5.00)
(5.00)
(5.00)
(5.00)
(5.00)
(5.00)
(5.00)
(5.00)
(5.00)
(5.00)
(5.00)|Account
Fee
(5.00)
(5.00)
(5.00)
(5.00)
(5.00)
(5.00)
(5.00)
(5.00)
(5.00)
(5.00)
(5.00)
(5.00)|Philippa
Luckhurst
(250.00)
(250.00)
(250.00)
(250.00)
(250.00)
(250.00)
(250.00)
(250.00)
(250.00)
(250.00)
(250.00)| |---|---|---|---|---| |||||| ||12,935.98||(60.00)|(2,750.00)| |Grant
(75,000.00)|Interest
45.13
45.32
44.95
32.19|Trasfer
Balance
Received
C/F
90,548.39
90,543.39
90,538.39
30.00 90,568.39
90,318.39
90,313.39
90,358.52
90,108.52
90,103.52
89,853.52
89,848.52
89,598.52
89,593.52
89,638.84
89,388.84
89,383.84
89,133.84
89,128.84
88,878.84
88,873.84
88,918.79
88,668.79
88,663.79
88,413.79
88,408.79
13,408.79
13,158.79
13,153.79
13,185.98
12,935.98
30.00| |---|---|---| |(75,000.00)|167.59|| DATE TRANSACTION FEES ADMIN INTEREST OTHER |1.1.24
15.1.24
Account fee
15.2.24
Account fee
21.2.24
Transfer
12.3.24
Admin fee
15.3.24
Account Fee
26.3.24
Interest
3.4.25
Admin fee
15.4.24
Account Fee
1.5.24
Admin fee
15.5.24
Account Fee
6.6.24
Admin fee
17.6.24
Account fee
27.6.24
Admin fee
26.6.24
Interest
15.7.24
Account Fee
30.7.24
Admin fee
15.8.24
Account Fee
4.9.24
Admin fee
16.9.24
Account Fee
26.9.24
Interest
30.9.24
Admin fee
15.10.24
Account Fee
5.11.24
Admin fee
15.11.24
Account Fee
27.11.24
Trinity Winchester Grant
3.12.24
Admin fee
16.12.24
Account fee
27.12.24
Interest
31.12.24
Admin fee|(5.00)
(5.00)
30.00
(250.00)
(5.00)
45.13
(250.00)
(5.00)
(250.00)
(5.00)
(250.00)
(5.00)
(250.00)
45.32
(5.00)
(250.00)
(5.00)
(250.00)
(5.00)
44.95
(250.00)
(5.00)
(250.00)
(5.00)

(250.00)
(5.00)
32.19
(250.00)| |---|---| ||(60.00) (2,750.00)
167.59
30.00| GRANTS BALANCE B/FWD 90,548.39 (75,000.00) (75,000.00) 12,935.98