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.
Objects
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
Financial health, per its FY2025 accounts
The accounts state that the charity achieved a net surplus of £57,030 for the year ended 31 March 2025, strengthening its total funds to £107,574. However, the trustees note that the majority of these funds are restricted, highlighting a need to develop new unrestricted income streams to ensure long-term sustainability. The charity remains in a sound financial position to continue delivering its services.
What the accounts disclose
“The trustees have agreed a reserves policy of maintaining free reserves equal to not less than six months income and not more than twelve months income” — page 4
Policies the charity declares
- 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
- 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
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 17
- Government income: £86,520 — contracts £86,520 (1); 29% of the £299,945 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 15
- Government income: £168,226 — contracts £168,226 (1); 81% of the £208,906 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 18
- Government income: £115,261 — contracts £96,761 (3), grants £18,500 (1); 61% of the £190,249 total gross income on the same return
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2023 (received 08/03/2024, 37 days after the 31/01/2024 due date).
Funders the charity credits
Property (HM Land Registry)
Trustees
- Reg Odbertchair
- ANNE CORBRIDGE
- Pam Lacey
- Penelope Ann Clark
- Peter Middleton
- Philip Devereux Latham
- Robert Froome
- Simon James Eric Smith
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £300k | £243k |
| 31/03/2024 | £209k | £249k |
| 31/03/2023 | £190k | £185k |
| 31/03/2022 | £151k | £155k |
| 31/03/2021 | £133k | £135k |
Common questions
Is NEW FOREST DISABILITY INFORMATION SERVICE financially healthy?
Per its FY2025 accounts: The accounts state that the charity achieved a net surplus of £57,030 for the year ended 31 March 2025, strengthening its total funds to £107,574. However, the trustees note that the majority of these funds are restricted, highlighting a need to develop new unrestricted income streams to ensure long-term sustainability. The charity remains in a sound financial position to continue delivering its services. Its FY2025 accounts were independently examined.
Who funds NEW FOREST DISABILITY INFORMATION SERVICE?
Funders whose own accounts filings name NEW FOREST DISABILITY INFORMATION SERVICE as a grant recipient include THE ACCESS TO JUSTICE FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE ACCESS TO JUSTICE FOUNDATION | FY2025 | £100k | Grants & Donations |
| THE ACCESS TO JUSTICE FOUNDATION | FY2021 | Unverified read£55k | |
| THE ACCESS TO JUSTICE FOUNDATION | FY2024 | £37k | Grants |
| THE ACCESS TO JUSTICE FOUNDATION | FY2022 | £15k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 28/03/2023 | £10k | Setting up a Carers Support Hub; promoting carers mental health and well-being |
| The National Lottery Community Fund | 20/10/2022 | £363k | Disability Benefits Advice & Advocacy |
| The National Lottery Community Fund | 25/11/2015 | £8k | Pop-Up Disability Advice Pilot |
| The National Lottery Community Fund | 12/11/2004 | £5k | Tele Talk Project |
| The National Lottery Community Fund | 09/08/2004 | £41k | There is no project name available for this record |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE BURRY CHARITABLE TRUST | 2 | £48k |
| THE GROCERS' CHARITY | 2 | £10k |
| THE VALENTINE CHARITABLE TRUST | 1 | £30k |
| THE WYNDHAM CHARITABLE TRUST | 1 | £23k |
| THE RETA LILA HOWARD FOUNDATION | 1 | £20k |
| COUNTY OF GLOUCESTERSHIRE COMMUNITY FOUNDATION | 1 | £19k |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF CHRIST CHURCH WINCHESTER | 1 | £16k |
| THE ALICE ELLEN COOPER-DEAN CHARITABLE FOUNDATION | 1 | £15k |
Charities like this
- HELPING OLDER PEOPLE NEW FOREST
- NEW FOREST TRUST
- NEW FOREST HERITAGE TRUST
- FOREST SENSORY SERVICES
- NEW FOREST MENCAP
- Nottingham Forest Foundation
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| NEW FOREST DISABILITY INFORMATION SERVICE | £300k | — | 0 | unclear | — | no doubt |
| HELPING OLDER PEOPLE NEW FOREST | £204k | — | 0 | unclear | — | no doubt |
| NEW FOREST TRUST | £84k | £2,243 | 0 | above | — | no doubt |
| NEW FOREST HERITAGE TRUST | £470k | — | 0 | above | — | no doubt |
| FOREST SENSORY SERVICES | £96k | — | 0 | above | — | no doubt |
| NEW FOREST MENCAP | £108k | — | 0 | unclear | — | no doubt |