NEW FOREST HERITAGE TRUST

Registered charity 1186656 · accounts filings on the Charity Commission register

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.

Objects

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.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Arts/culture/heritage/science · website · Get email alerts

Registered contact address: New Forest, South East, England (from the postcode on the register)

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, with total incoming resources decreasing by 11% to £556,502. Despite the deficit, the trustees consider it appropriate to prepare the accounts on a going concern basis, noting that consolidated unrestricted funds stood at £213,883, which exceeds the stated reserves policy target of £150,000.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• 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
• 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)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

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 31/01/2023 (received 07/06/2024, 190 days after the 30/11/2023 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Public fundraising profile: JustGiving — The New Forest Heritage Trust (matched by registered charity number).

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/01/2024)

Reported reserves equal ~5.1 months of spending — below the median for charities its size (median 7.2 months; benchmarks).

Per its annual return, cost of raising funds: 52.3% of total income — above the 90th percentile for charities its size (median 3.2%) (benchmarks).

Trustees · trustee networks

• Martin Stewartchair · trustee of 2 other charities
• Carole Gannon · trustee of 1 other charity
• David Maurice Adams · trustee of 1 other charity
• Edmund Clive Sutton
• Jacqueline Kay Broomfield
• Michael Harris · trustee of 1 other charity
• Michael Shaw
• Nicholas Saunders
• Peter Power

Trustee list from the Charity Commission register (current, not historical).

Operates in: Hampshire

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with NEW FOREST TRUST.

• NEW FOREST TRUST income £84k
• WALESBY FOREST income £1.5m
• NEW FOREST DISABILITY INFORMATION SERVICE income £300k
• THE FOREST FOODBANK income £116k
• NEW HERITAGE FOUNDATION income £67k
• The Trust Foundation income £2.5m

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.