**Trustees’ Annual Report for the period From Chris Mitchell Chair of Trustees Period 09/08/2020 to 31/03/2021**
## **Charity name: STEPWAY CIO**
## **Charity registration number: 1186465**
## **Objectives and Activities**
**----- Start of picture text -----**
SORP reference
Summary of the purposes Para 1.17 TO PROMOTE SOCIAL INCLUSION
of the charity as set out AMONG VETERANS OF THE ARMED
in its governing FORCES LIVING IN ENGLAND & WALES
FOR THE PUBLIC BENEFIT BY
document
PREVENTING THEM FROM BECOMING
SOCIALLY EXCLUDED, RELIEVING THE
NEEDS OF THOSE WHO ARE SOCIALLY
EXCLUDED AND ASSISTING THEM TO
INTEGRATE INTO SOCIETY THROUGH
THE PROVISION OF A 7 STEP CIVILIAN
SKILLS PROGRAM TO HELP WITH
ADAPTION INTO CIVILIAN LIFE,
MENTAL HEALTH AND EMPLOYMENT.
Summary of the main Para 1.17 and Provision of three main
1.19
activities in relation to services.
those purposes for the 7-step civilian skills
public benefit, in program
particular, the activities, Drop-in centres
projects or services Outdoor community
identified in the projects
accounts.
Veteran HUB based in
Worcester covering
Worcestershire
Statement confirming Para 1.18 The Trustees of STEPWAY CIO have
whether the trustees had regard to the guidance issued
have had regard to the by the Charity Commission on
guidance issued by the public benefit.
Charity Commission on
public benefit
**----- End of picture text -----**
## **Additional information (optional)**
You may choose to include further statements where relevant about:
**----- Start of picture text -----**
SORP reference
NA
Para 1.38
Policy on grant making
NA
**----- End of picture text -----**
Policy on social Para 1.38 investment including program related investment **NA** Para 1.38 Contribution made by volunteers **NA** Other
## **Achievements and Performance**
**----- Start of picture text -----**
SORP reference
The key achievements of the
Charity during the reporting
period are:
Summary of the main
Para 1.20
achievements of the Delivery of 3 x 7 Step civilian
charity, identifying the skills program throughout
difference the charity’s Worcestershire in several
work has made to the different areas. Improving
circumstances of its lives of over 65 Veterans and
beneficiaries and any their families
wider benefits to society Running of the Veteran
as a whole. Community Day where other
organisations can take part
and showcase their services
to the veteran community.
First one took place in
Worcester. One in the West
Midlands is taking place on
15 [th] October 2021.
Opening of a Veteran’s
Wellbeing Centre in Oldbury.
o Community Project
o Veteran’s Hub
o Therapy unit where
partner charities can
see their clients for
free.
Opening of a Veteran’s hub
in Worcester
o Outdoor Community
Project
Award of silver employment
recognition from the Armed
Forces Covenant
Veterans within Worcestershire
and the West Midlands have
benefitted from the services
provided by STEPWAY. We have
**----- End of picture text -----**
**seen a significant uptake in attendance at our community project and feedback from those veterans attending is that the activity has been extremely helpful in dealing with a number of PTSD related issues, isolation and adaption into civilian life.**
## **Additional information (optional)**
You may choose to include further statements where relevant about:
**----- Start of picture text -----**
Opening of the Veterans Hub
Delivery of the 7-step
Achievements against Para 1.41 civilian skills program
objectives set Opening of Wellbeing Centre
– Oldbury
Delivery of Veteran’s
Community Days
Outdoor community projects
Award of Silver employment
recognition from the Armed
Forces Covenant
Covid 19 has had an impact upon
our fundraising targets, however,
Performance of the Charity has been able
fundraising activities Para 1.41 generate £707 through our
against objectives set fundraising activities and remains
**----- End of picture text -----**
**----- Start of picture text -----**
sustainable going into 2022.
Not Applicable. As a new Charity,
STEPWAY does not have reserves
Investment performance Para 1.41 available for investment at this
against objectives stage.
Not Applicable
Other
**----- End of picture text -----**
## **Financial Review**
**----- Start of picture text -----**
Review of the charity’s Para 1.21 See attached financial report
financial position at the
end of the period
Statement explaining the Para 1.22 Not applicable at this stage of the
policy for holding Charities life. A policy on reserves
reserves stating why they will be developed by our Trustee
are held with responsibility for Finance
during 2022.
Amount of reserves held Para 1.22 N/A
Reasons for holding zero Para 1.22 N/A
reserves
Details of fund materially Para 1.24 Nil
in deficit
Explanation of any Para 1.23 Not Applicable
uncertainties about the
charity continuing as a
going concern
**----- End of picture text -----**
## **Additional information (optional)**
You may choose to include further statements where relevant about:
**----- Start of picture text -----**
The Armed Forces Covenant Trust
Fund
The charity’s principal Local Councils
sources of funds Para 1.47 Heart of England community
(including any foundation
fundraising) European Social Funding
Local businesses (Donations)
Online fundraising through Just
Giving
We currently have no investment
policy due to the limited time of
Investment policy and operation.
objectives including any Para 1.46
social investment policy
adopted
Further impacts of Covid 19
Loss of AFC Funding
A description of the Para 1.46
principal risks facing the
charity
Growing too quickly
Other
**----- End of picture text -----**
## **Structure, Governance and Management**
**----- Start of picture text -----**
Description of charity’s CIO
trusts:
Type of governing Para 1.25 The ‘foundation’ model (this
document model) is for charities whose only
(trust deed, royal voting members will be the charity
charter) trustees
How is the charity Para 1.25 CIO
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Trustees are selected by
methods including details agreement with the existing
of any constitutional trustees, CEO and Operation
provisions e.g. election to Director.
post or name of any
person or body entitled
to appoint one or more
trustees
**----- End of picture text -----**
**----- Start of picture text -----**
Additional information (optional)
You may choose to include further statements where relevant about:
In-house training provided to
cover financial controls policy,
Policies and procedures Fundraising policy, Data
adopted for the induction Para 1.51 protection, health and Safety. The
and training of trustees full list of policies can be found on
www.stepway.org Professional
Indemnity insurance policy.
Managing Performance /Capability
Policy are also in place.
Trustees receive an in-
brief/training session from the
Chair and CEO. They are also
encouraged to attend the 7 Step
civilian skills program to
familiarise themselves with the
aims of the charity. Moreover, A
handbook for employees and
volunteers is provided which
includes all policies and
procedures.
Trustees Board, CEO and
Operations Director.
The charity’s Work closely with Armed Forces
organisational structure Para 1.51 Covenant Team at County Council
and any wider network and City Council, sit on the AFC
with which the charity Committee.
works In partnership with the Salvation
Army who we operate out of their
buildings in Oldbury.
N/A
Relationship with any Para 1.51
related parties
**----- End of picture text -----**
Other
## **Reference and Administrative details**
Charity name **STEPWAY CIO** Other name the charity N/A uses Registered charity **1186465** number Charity’s principal **STEPWAY CIO** address **The Trinity Worcester WR1 2PN**
## **Names of the charity trustees who manage the charity**
**----- Start of picture text -----**
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Christopher Chair Whole Year Board of Trustees
1
Mitchell
2 James Stanley Trustee Whole Year N/A
3 Kevin Gale Trustee Whole Year N/A
4 David Carney Finance Whole Year N/A
Michael Trustee Whole Year N/A
5
O’Connell
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
**----- End of picture text -----**
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
**----- Start of picture text -----**
Trustee name Dates acted if not for whole
year
**----- End of picture text -----**
**Funds held as custodian trustees on behalf of others**
Description of the assets 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**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)**
**Full name(s)** David Paul Carney
**Position (eg** Trustee and Accountant **Secretary, Chair, etc)**
**Date** 24/12/2021