Finance Score: 7

Governance Score: 3

Support Score: 9

Strong growth: +2
Future income +5
No PartB

Gender balanced board: +3

Overall weighted support: +9

Overall GiG Score: 19

NEW FOREST DISABILITY INFORMATION SERVICE

Providing free, impartial, confidential disability related information, advice and guidance for people with disabilities, their families, carers, professionals and any other interested party throughout the New Forest and surrounding area.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent 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 gender

Financial issues to consider:

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	*	£190	£185	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£151	£155	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£133	£135	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£149	£101	£48	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£153	£108	£45	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£89	£85	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£88	£79	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£75	£79	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£74	£75	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£74	£76	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£62	£71	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£55	£61	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£76	£62	£14	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£61	£57	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£59	£34	£25	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08	*	£37	£18	£19	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£2	£9	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£74	£81	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£84	£65	£18	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 20 years

www.newforestdis.org.uk

info@newforestdis.org.uk

01425628750

Charity Commission for England and Wales

Listed activities

Disability

GiG Classification

Services for people with disabilities

How it operates

Provides advocacy/advice/information

Where it operates

Hampshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

National Lottery Community Fund	£373,158
Access to Justice Foundation	£281,298
Henry Smith Charity	£10,000

Specific Donations

Amount	When Months	To be used for
Access to Justice Foundation - Improving Lives Through Advice Grant
£261,298	01/05/2024	The Improving Lives Through Advice programme is made possible by a £30 million grant from The National Lottery Community Fund, thanks to National Lottery players. Working in partnership with the ....more The Improving Lives Through Advice programme is made possible by a £30 million grant from The National Lottery Community Fund, thanks to National Lottery players. Working in partnership with the largest community funder in the UK, the Improving Lives Through Advice programme will ensure continued access to specialist social welfare legal advice to some of the most marginalised communities in England. This funding programme aims to transform lives, address systemic issues, and empower individuals, families, and communities in need by funding organisations working at the frontline. The programme will also fund organisations embedded within communities, recognising the role they often play in providing inclusive, trusted spaces supporting individuals, families, and communities to access advice services when they need it most.
National Lottery Community Fund - Setting up a Carers Support Hub; promoting carers mental health and well-being
£10,000	28/03/2023	This project will support carers with the creation of a Carers Support Hub. The project aims to improve people's wellbeing and bring people together.
National Lottery Community Fund - Disability Benefits Advice & Advocacy
£363,158	20/10/2022	This funding will support New Forest Disability Information Service to deliver advice and advocacy support to disabled people in the New Forest area through direct client support. The project's ....more This funding will support New Forest Disability Information Service to deliver advice and advocacy support to disabled people in the New Forest area through direct client support. The project's advice and advocacy support scheme will seek to overcome issues such as mental and physical well-being financial concerns and insufficient levels of support and delivering vital information on the support available specific to individual needs.
Henry Smith Charity - Grant to New Forest Disability Information Service
£10,000	09/06/2021 12	towards one year's salary of a Senior Welfare Benefits Advisor supporting isolated people with disabilities and their families throughout the New Forest.
Access to Justice Foundation - Joint Initiative Flexible COVID-19 Grant
£20,000	16/07/2020	A flexible grant as part of wave 1 of the Community Justice Fund. A pooled fund to support the specialist legal welfare advice sector in its response to COVID19
Henry Smith Charity - Grant to New Forest Disability Information Service
£13,000	12/06/2019 24	towards two years' salary for a Senior Welfare Benefits Advisor supporting isolated disabled people and their families in the New Forest
Henry Smith Charity - Grant to New Forest Disability Information Service
£9,950	08/06/2017 12	towards one year's running costs of a project providing an outreach service to isolated disabled people and their families in and around the New Forest
Henry Smith Charity - Grant to New Forest Disability Information Service
£9,500	03/12/2015	towards one year's running costs of a project providing an Outreach Service to isolated disabled people and their families in Hampshire
Henry Smith Charity - Grant to New Forest Disability Information Service
£3,500	05/12/2012	towards one year's recruitment and training costs of an information service in Hampshire for people with disabilities
Lloyds Bank Foundation - Grant to New Forest Disability Information Service
£24,900	25/08/2011	the salary costs of the Outreach Worker including on costs, line management, travel, advertising, printing, copying, insurance and telephone costs

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-82

ANNE CORBRIDGE Appointed: 2012, Occupation: Occupational Therapist

DAVID WANSBROUGH Appointed: 2012, Occupation: Retired

PAM LACEY Appointed: 2016, Occupation: Retired

PENELOPE ANN CLARK Appointed: 2017, Occupation: Retired

PHILIP DEVEREUX LATHAM Appointed: 2018, Occupation: Retired Orthopaedic Surgeon

REG ODBERT (Chair) Appointed: 2015, Occupation: Aviation Medical Examiner For Civil Aviation Autho

SIMON JAMES ERIC SMITH Appointed: 2020, Occupation: Farmer

Legal constitution

Charitable company registered in England & Wales on 28/06/2004, number: 1104589
Registered at Companies House on 11/05/2004, number: 05124781

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

19 returns made; AR23: 37 days late, AR08: 109 days late,

Main office

NEW FOREST DISABILITY INFORMATION S
6 OSBORNE ROAD
NEW MILTON
BH25 6AD

Objectives

TO RELIEVE PEOPLE WITH DISABILITIES LIVING IN THE NEW FOREST AND SURROUNDING AREA SO THAT THEY MAY LEAD ACTIVE AND FULFILLING LIVES INTEGRATED IN SOCIETY

Defined Area of Benefit:

THE NEW FOREST AND SURROUNDING AREA