Finance Score: -2

Governance Score: 6

Support Score: 6

Positive trading contribution: +2;Reasonable growth: +1
Fundraising costs high: -5

Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +6

Overall GiG Score: 10

NEW FOREST HERITAGE TRUST

TO DESCRIBE AND ILLUSTRATE THE HISTORICAL DEVELOPMENT AND DISTINCTIVE NATURE OF THE NEW FOREST THROUGH EDUCATION, OUTREACH SERVICES AND A SPECIALIST REFERENCE LIBRARY. ALSO TO CONSERVE AND PROTECT THE CHARACTER AND AMENITIES OF THE NEW FOREST FOR PUBLIC BENEFIT.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
More than half of total income was derived from trading and fees in the latest year
There has been reasonable growth in spending since inception
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

Fundraising costs are extremely high relative to funds raised

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
31/01/24		£625	£641	£-16	£327	£1,701	£243	4.6	21	20
31/01/23	*	£450	£636	£-187	n/a	n/a	n/a	n/a	n/a	n/a
31/01/22		£533	£506	£27	£255	£1,932	£449	10.6	10	30
31/01/21		£538	£386	£152	£141	£2,886	£346	10.8	7	37

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Financial Ratios

Fundraising Costs/Relevant Income: 144.3%
Fundraising Costs/Total Spending: 51%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 14%
Reserves/Spending: 4.6 months
Net Current Assets/Spending: 4 months
Quick Ratio: 12.1

Asset Split ?

Balance Sheet History

Established: 5 years

https://www.newforestheritage.org.uk/

office@newforestheritage.org.uk

02380286151

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

Hampshire,

Who it helps

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.

Major supporters in last 5 years

DCMS	£128,700
Garfield Weston Foundation	£25,000
The Foyle Foundation	£20,000

Specific Donations

Amount	When Months	To be used for
The Foyle Foundation - Learning (MGS)
£20,000	18/09/2023	towards core costs over the next 12 months
DCMS - CRF21: The New Forest Heritage Trust
£42,900	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF20: The New Forest Heritage Trust (formerly the New Forest Ninth Centenary Trust)
£85,800	14/10/2020	Culture Recovery Fund for Heritage 2020-21
Garfield Weston Foundation - Main Grants award
£25,000	04/09/2020	Coronavirus core funding

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 53-79

ANTHONY CLIMPSON Appointed: 2022, Occupation: Director

CAROLE GANNON Appointed: 2022, Occupation: Director

DAVID ADAMS Appointed: 2020, Occupation: Company Director

EDMUND SUTTON Appointed: 1980, Occupation: None

JACQUELINE BROOMFIELD Appointed: 2021, Occupation: Retired

MARY MONTAGU-SCOTT (Chair) Appointed: 2019, Occupation: None

MICHAEL HARRIS Appointed: 2020, Occupation: Retired

MICHAEL SHAW Appointed: 2020, Occupation: Head Of It Service Management - Uni Of Southampton

PETER POWER Appointed: 2019, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 28/11/2019, number: 1186656
Registered at Companies House on 24/01/2019, number: 11787042

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

4 returns made; AR23: 190 days late,

Main office

New Forest Heritage Centre
High Street
LYNDHURST
SO43 7NY

Objectives

TO FURTHER THE CONSERVATION AND PROTECTION OF THE NEW FOREST AND IN PARTICULAR (A) THE CONSERVATION AND PROTECTION FOR THE BENEFIT OF THE PUBLIC OF THE CHARACTER AND AMENITIES OF THE NEW FOREST(B) THE PROVISION EQUIPMENT AND MAINTENANCE OF A REGIONAL MUSEUM OR MUSEUMS FOR THE BENEFIT OF THE PUBLIC TO ILLUSTRATE THE CHARACTER AND HISTORY OF THE NEW FOREST(C) THE PROVISION EQUIPMENT AND MAINTENANCE OF A REGIONAL MUSEUM FOR THE BENEFIT OF THE PUBLIC TO ILLUSTRATE THE NATURAL SCIENCE HISTORY AND HERITAGE OF THE NEW FOREST(D}THE PROMOTION AND PUBLICATION OF RESEARCH RELATING TO THE NEW FOREST TOGETHER WITH THE PROVISION OF AN ARCHIVE AND LIBRARY PRINCIPALLY FOR PUBLICATIONS RELATING TO THE NEW FOREST.

Data Sources

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