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.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a consolidated net deficit of £77,486 for the year ended 31 January 2025, following a decrease in total incoming resources. Per the trustees' report, unrestricted reserves stood at £213,883, which exceeds the stated policy target of £150,000, though the organization remains dependent on uncertain grant funding.
What the accounts disclose
“Other trading activities 357,786”
“This would require a reserves sum of £150,000.” — page 6
“Although the Trust remains highly dependent on grants and donations whose renewal is not certain, the Trustees consider it appropriate for these accounts to be prepared on a going concern basis given the Trust’s current financial position.” — page 14
“Donations totalling £2,500 were received from trustees during the year (2024 - £Nil).” — page 22
“The charitable company owns the whole of the issued ordinary share capital of New Forest Museum Trading Limited, a company registered in England and Wales (company number 03670949).” — page 30
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/01/2024)
Trustees
- Martin Stewartchair
- Carole Gannon
- David Maurice Adams
- Edmund Clive Sutton
- Jacqueline Kay Broomfield
- Michael Harris
- Michael Shaw
- Nicholas Saunders
- Peter Power
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/01/2025 | £470k | £631k |
| 31/01/2024 | £625k | £641k |
| 31/01/2023 | £450k | £636k |
| 31/01/2022 | £533k | £506k |
| 31/01/2021 | £538k | £386k |
Common questions
Is NEW FOREST HERITAGE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a consolidated net deficit of £77,486 for the year ended 31 January 2025, following a decrease in total incoming resources. Per the trustees' report, unrestricted reserves stood at £213,883, which exceeds the stated policy target of £150,000, though the organization remains dependent on uncertain grant funding. Its FY2025 accounts were independently examined.
Who funds NEW FOREST HERITAGE TRUST?
Funders whose own accounts filings name NEW FOREST HERITAGE TRUST as a grant recipient include THE RETA LILA HOWARD FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE RETA LILA HOWARD FOUNDATION | FY2025 | £20k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE BANISTER CHARITABLE TRUST | 3 | £962k |
| ROYAL SOCIETY OF WILDLIFE TRUSTS | 2 | £920k |
| THE DRW FOUNDATION | 2 | £180k |
| THE NORTHWICK TRUST | 2 | £72k |
| THE LAWSON TRUST CIO | 2 | £23k |
| SANDRA CHARITABLE TRUST | 2 | £16k |
| CHAPMAN CHARITABLE TRUST | 2 | £7k |
| THE OAKDALE TRUST | 2 | £4k |
Charities like this
- UK NATIONAL PARKS CHARITY FOUNDATION
- RADNORSHIRE WILDLIFE TRUST LIMITED
- THE WOODLAND TRUST
- WINTERBOURNE MEDIEVAL BARN TRUST
- BURGHLEY HOUSE PRESERVATION TRUST LIMITED
- WILDWOOD TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| NEW FOREST HERITAGE TRUST | £470k | — | 0 | unclear | — | noted |
| UK NATIONAL PARKS CHARITY FOUNDATION | £193k | — | 0 | unclear | — | no doubt |
| RADNORSHIRE WILDLIFE TRUST LIMITED | £696k | — | 0 | below | — | no doubt |
| THE WOODLAND TRUST | £89.4m | — | — | below | 17.3% | no doubt |
| WINTERBOURNE MEDIEVAL BARN TRUST | £124k | — | 0 | above | — | no doubt |
| BURGHLEY HOUSE PRESERVATION TRUST LIMITED | £17.7m | over £60,000 | 10 | unclear | — | no doubt |