Finance Score: -13

Governance Score: 0

Support Score: 3

Accounts filed more than 5 days late: -2 times
Spending falling: -1
Dormant: -10
No PartB

2 Trustees: -2
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: -10

NEW FOREST NINTH CENTENARY 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:

A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

There are only 2 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Spending has fallen significantly over the last 5 years relative to the previous period
This charity appears to be dormant

Established: 44 years

www.newforestheritage.org.uk

office@newforestheritage.org.uk

02380283444

Charity Commission for England and Wales

Tweets

This Charity appears to be dormant

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/01/23	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/01/22	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/01/21		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/01/20		£408	£490	£-82	n/a	n/a	n/a	n/a	n/a	43
31/01/19		£504	£503	£1	£240	£2,624	£220	5.3	17	40
31/01/18		£496	£474	£22	£0	£0	£0	n/a	0	0
31/01/17		£450	£438	£12	£0	£0	£0	n/a	0	0
31/01/16		£421	£425	£-4	£0	£0	£0	n/a	0	0
31/01/15		£416	£429	£-12	£0	£0	£0	n/a	0	0
31/01/14		£400	£424	£-24	£0	£0	£0	n/a	0	0
31/01/13	*	£359	£408	£-49	£0	£0	£0	n/a	0	0
31/01/12		£375	£404	£-28	£0	£0	£0	n/a	0	0
31/01/11		£163	£167	£-5	£0	£0	£0	n/a	0	0
31/01/10		£251	£216	£35	£0	£0	£0	n/a	0	0
31/01/09		£162	£159	£3	£0	£0	£0	n/a	0	0
31/01/08		£259	£273	£-14	£0	£0	£0	n/a	0	0
31/01/07	*	£114	£108	£6	£0	£0	£0	n/a	0	0
31/01/06?	*	£56	£123	£-67	£0	£0	£0	n/a	0	0
31/03/05	*	£345	£197	£147	£0	£0	£0	n/a	0	0
31/03/04		£859	£431	£428	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Sponsors or undertakes research

Where it operates

Hampshire,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who's supporting 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.

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to The New Forest Heritage Trust
£48,500	21/07/2020	COVID 19: New Forest Heritage Trust (formerly New Forest Ninth Centenary Trust)
Garfield Weston Foundation - Main Grants award
£20,000	29/11/2018	Sharing the history of the New Forest
National Lottery Heritage Fund - Grant to New Forest Ninth Centenary Trust
£62,200	19/07/2016	New Forest Centre Transition

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (2)

Gender Split

CLIVE SUTTON

MARY MONTAGU-SCOTT (Chair), Other trusteeships: THE FRIENDS OF THE ROYAL NAVAL MUSEUM AND H M S VICTORY, THE NATIONAL MOTOR MUSEUM TRUST LIMITED, THE NATIONAL MUSEUM OF THE ROYAL NAVY, THE HMS VICTORY PRESERVATION COMPANY, NEW FOREST HERITAGE TRUST,

Legal constitution

Charity registered in England & Wales on 27/02/1980, number: 279373

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR23: 96 days late, AR22: 362 days late, AR13: 1 days late, AR07: 250 days late, AR06: 192 days late, AR05: 498 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 PROMOTION OF RESEARCH RELATING TO THE NEW FOREST AND THE PUBLICATION OF THE USEFUL RESULTS THEREOF.

Defined Area of Benefit:

THE NEW FOREST

Data Sources