Finance Score: 2
Governance Score: 8
Support Score: 10
  • Strong growth: +2
  • Multiple Deficits and declines: -5
  • Future income +5
  • No PartB
  • No conflicts policy: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +10
Overall GiG Score: 20 ?

SOUTHAMPTON 2025 TRUST

Southampton Forward is an independent charity working across culture, tourism and festival and events. Our role is to build capacity and enhance networks between the city's cultural organisations, create opportunities for cultural engagement for people throughout Southampton and to enable culture to be a catalyst for Southampton's creative placemaking.
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years
  • A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy
  • Over half the Board have joined recently

Financial issues to consider:

  • Income has been volatile and on several occasions in recent years less than spending
  • A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£140£404£-264n/an/an/an/an/an/a
31/03/22£607£535£72£0£454£90.200
31/03/21£446£83£363n/an/an/an/an/an/a
31/03/20*£96£123£-27n/an/an/an/an/an/a
31/03/19£314£324£-10n/an/an/an/an/an/a
31/03/18£195£198£-3n/an/an/an/an/an/a
31/03/17£181£231£-50n/an/an/an/an/an/a
31/03/16£316£217£100n/an/an/an/an/an/a
31/03/15£96£174£-77n/an/an/an/an/an/a
31/03/14£199£112£87n/an/an/an/an/an/a
31/03/13£373£383£-10n/an/an/an/an/an/a
31/03/12*£131£122£8n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Balance Sheet History
Established: 14 years

www.southamptonforward.org.uk

info@SOUTHAMPTONFORWARD.ORG.UK

023 8201 3000

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • Support for victims of domestic or sexual abuse
  • Emotional support, counselling or therapy
How it operates
  • Acts as an umbrella or resource body
  • Makes grants to individuals
  • Makes grants to organisations
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides other finance
  • Sponsors or undertakes research
Where it operates
  • Southampton City,
Who it helps
  • Other Charities Or Voluntary Bodies
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations
Amount When
Months
To be used for
Esmee Fairbairn - Grant to Southampton Forward
£200,000 12/06/2024
24
Towards core costs of a programme of co-creation and collaboration which uses culture and creativity as drivers for change in Southampton
DCMS - National Lottery Project Grants
£1,575,408 16/01/2023
National Lottery Project Grants is our open access programme for arts, libraries and museums projects. The fund supports thousands of individual artists, community and cultural organisations.
DCMS - UK City of Culture runners-up award
£125,000 05/09/2022
UK City of Culture is a flagship DCMS programme, inviting places across the UK to set out their vision for culture-led regeneration, every four years. To maximise the benefits of bidding, for the first time this year, the three runners-up will ....more

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)
Current Trustees appointed
Gender Split

Age Range of Trustees: 30-79
  • BRENT LEWIS MEHEUX Appointed: 2024, Occupation: Academic
  • HAYDEN COLLINS Appointed: 2024, Occupation: Community Youth Leader
  • LADY SUSAN MARY WOODFORD-HOLLICK Appointed: 2020, Occupation: Retired
  • LAURA KATHRYN READ (Chair) Appointed: 2022, Occupation: General Manager
  • LORNA EILEEN LYDIA FIELKER Appointed: 2024, Occupation: Leader Of Southampton City Council
  • MICHAEL DAVID OCKWELL Appointed: 2023, Occupation: Chief Executive
  • PETA JOYCE ASH Appointed: 2024, Occupation: Retired Ceo
  • PETER ASTON BURLEIGH TAYLOR Appointed: 2023, Occupation: Partner - Legal Firm
  • SHARON DAWN-MARIE LLOYD Appointed: 2024, Occupation: Lecturer
  • STEPHEN YAW OFORI OBUBA Appointed: 2024, Occupation: Chartered Management Accountant
  • SUSAN JANE LITTLEMORE Appointed: 2024, Occupation: Director, Civic University Of Southampton
  • TIMOTHY JAMES KEEPING Appointed: 2018, Occupation: Director
Legal constitution
  • Charitable company registered in England & Wales on 07/12/2010, number: 1139269
  • Registered at Companies House on 12/08/2010, number: 07344461
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Paying staff
  • Risk management
  • Trustee expenses policy and procedures
Filing Record
12 returns made; AR20: 57 days late, AR12: 43 days late,
Main office

Southampton Solent University
East Park Terrace
SOUTHAMPTON
SO14 0YN

Objectives

THE CHARITY'S OBJECTS (OBJECTS) ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:TO FURTHER SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE PEOPLE IN THE CITY OF SOUTHAMPTON AS THE TRUSTEES/DIRECTORS SEE FIT FROM TIME TO TIME, IN PARTICULAR BUT WITHOUT LIMITATION TO THE FORGOING BY:(1) ADVANCING PUBLIC EDUCATION, ENJOYMENT AND ACCESS FOR ALL TO CULTURAL ACTIVITIES IN THE CITY OF SOUTHAMPTON (AS DEFINED HEREIN), AS A KEY CONTRIBUTION TO WELLBEING AND ECONOMIC GROWTH;(2) SUPPORTING, ENCOURAGING AND PROMOTING CULTURAL AND ARTISTIC EXCELLENCE IN THE DEVELOPMENT OF LITERARY, DRAMATIC, AND ARTISTIC MATERIAL (INCLUDING SUPPORTING AND PROMOTING FESTIVALS OF THE ARTS);(3) CONSERVING AND ENHANCING THE HISTORIC AND NATURAL HERITAGE OF THE CITY OF SOUTHAMPTON (AS DEFINED HEREIN);(4) PROVIDING RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE OR THOSE BY REASON OF ECONOMIC CIRCUMSTANCES, HAVE NEED OF SUCH FACILITIES;(5) PROVIDING FINANCIAL AND/OR TECHNICAL ASSISTANCE OR BUSINESS ADVICE OR CONSULTANCY IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES FOR UNEMPLOYED PEOPLE IN CASE OF FINANCIAL OR OTHER CHARITABLE NEED THROUGH HELP (I) IN SETTING UP THEIR OWN BUSINESS, OR (II) TO EXISTING BUSINESS;(6) PROMOTING SUSTAINABLE DEVELOPMENT FOR THE BENEFIT OF THE PUBLIC BY:(A) THE PRESERVATION, CONSERVATION AND PROTECTION OF THE ENVIRONMENT AND THE PRUDENT USE OF NATURAL RESOURCES.(B) THE RELIEF OF POVERTY AND IMPROVEMENT OF THE CONDITIONS OF LIFE IN SOCIALLY AND ECONOMICALLY DISADVANTAGED COMMUNITIES;(C) THE PROMOTION OF SUSTAINABLE MEANS OF ACHIEVING ECONOMIC GROWTH AND REGENERATION; AND(7) ADVANCING THE EDUCATION OF THE PUBLIC IN SUBJECTS RELATED TO SUSTAINABLE DEVELOPMENT AND THE PROTECTION, ENHANCEMENT AND REHABILITATION OF THE ENVIRONMENT AND TO PROMOTE THE STUDY AND RESEARCH IN SUCH SUBJECTS PROVIDED THE USEFUL RESULTS OF SUCH STUDY ARE DISSEMINATED TO THE PUBLIC AT LARGE.FOR THE PURPOSES OF THIS ARTICLE 4 SUSTAINABLE DEVELOPMENT MEANS DEVELOPMENT THAT MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS(8) TO DEVELOP THE CAPACITY AND SKILLS OF THE MEMBERS OF THE SOCIALLY AND ECONOMICALLY DISADVANTAGED COMMUNITY OF THE CITY OF SOUTHAMPTON IN SUCH A WAY THAT THEY ARE BETTER ABLE TO IDENTIFY, AND HELP MEET, THEIR NEEDS AND TO PARTICIPATE MORE FULLY IN SOCIETY.(9) THE PROMOTION FOR THE BENEFIT OF THE PUBLIC OF URBAN REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION IN THE CITY OF SOUTHAMPTON BY ALL OR ANY OF THE FOLLOWING MEANS(A) THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE, AND PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE.(B) THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF WORKSPACE, BUILDINGS, AND/OR LAND FOR USE ON FAVOURABLE TERMS:(C) THE MAINTENANCE, IMPROVEMENT OR PROVISION OF PUBLIC AMENITIES;(D) THE PROTECTION OR CONSERVATION OF THE ENVIRONMENT;(E) SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR WRITTEN CONSENT OF THE CHARITY COMMISSION FOR ENGLAND AND WALES.(10) TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY PREVENTING PEOPLE FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY.FOR THE PURPOSE OF THIS ARTICLE 4 SOCIALLY EXCLUDED MEANS BEING EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY, AS A RESULT OF ONE OR MORE OF THE FOLLOWING FACTORS: UNEMPLOYMENT; FINANCIAL HARDSHIP; YOUTH OR OLD AGE; ILL HEALTH (PHYSICAL OR MENTAL); SUBSTANCE ABUSE OR DEPENDENCY INCLUDING ALCOHOL AND DRUGS; DISCRIMINATION ON THE GROUNDS OF SEX, RACE, DISABILITY, ETHNIC ORIGIN, RELIGION, BELIEF, CREED, SEXUAL ORIENTATION OR GENDER RE-ASSIGNMENT; POOR EDUCATIONAL OR SKILLS ATTAINMENT; RELATIONSHIP AND/OR FAMILY BREAKDOWN; POOR HOUSING (THAT IS HOUSING THAT DOES NOT MEET BASIC HABITABLE STANDARDS); CRIME (EITHER AS A VICTIM OR AS AN OFFENDER REHABILITATING INTO SOCIETY)

Defined Area of Benefit:

CITY OF SOUTHAMPTON

Data Sources

Charity Commission for England and Wales
360 Giving

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