NEW FOREST HERITAGE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 28 November 2019
Removed: Not supplied
Company number supplied: 11787042
Financial period: 1 February 2024 – 31 January 2025
Latest income: £469,702
Latest expenditure: £631,022
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: New Forest Heritage Centre, High Street, LYNDHURST, SO43 7NY

Website recorded by the regulator: https://www.newforestheritage.org.uk/ (displayed as text)

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 February 2024
Fin Period End Date: 31 January 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 November 2025
Date Annual Return Received: 29 October 2025
Date Accounts Received: 29 October 2025
Total Gross Income: £469,702
Total Gross Expenditure: £631,022

Fin Period Start Date: 1 February 2023
Fin Period End Date: 31 January 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 November 2024
Date Annual Return Received: 30 October 2024
Date Accounts Received: 30 October 2024
Total Gross Income: £625,319
Total Gross Expenditure: £640,869

Fin Period Start Date: 1 February 2022
Fin Period End Date: 31 January 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 November 2023
Date Annual Return Received: 7 June 2024
Date Accounts Received: 7 June 2024
Total Gross Income: £449,951
Total Gross Expenditure: £636,488

Fin Period Start Date: 1 February 2021
Fin Period End Date: 31 January 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 November 2022
Date Annual Return Received: 8 November 2022
Date Accounts Received: 8 November 2022
Total Gross Income: £533,134
Total Gross Expenditure: £506,225

Fin Period Start Date: 1 February 2020
Fin Period End Date: 31 January 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 November 2021
Date Annual Return Received: 28 September 2021
Date Accounts Received: 28 September 2021
Total Gross Income: £538,012
Total Gross Expenditure: £385,998

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 February 2024
Fin Period End Date: 31 January 2025
Ar Due Date: 30 November 2025
Ar Received Date: 29 October 2025
Total Gross Income: £469,702
Total Gross Expenditure: £631,022
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 20

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 February 2023
Fin Period End Date: 31 January 2024
Ar Due Date: 30 November 2024
Ar Received Date: 30 October 2024
Total Gross Income: £625,319
Total Gross Expenditure: £640,869
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £3,340
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 20

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 February 2022
Fin Period End Date: 31 January 2023
Ar Due Date: 30 November 2023
Ar Received Date: 7 June 2024
Total Gross Income: £449,951
Total Gross Expenditure: £636,488
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 9

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 February 2021
Fin Period End Date: 31 January 2022
Ar Due Date: 30 November 2022
Ar Received Date: 8 November 2022
Total Gross Income: £533,134
Total Gross Expenditure: £506,225
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £2
Income From Government Grants: £27,714
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 30

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 February 2020
Fin Period End Date: 31 January 2021
Ar Due Date: 30 November 2021
Ar Received Date: 28 September 2021
Total Gross Income: £538,012
Total Gross Expenditure: £385,998
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £17,571
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 37

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 February 2023
Fin Period End Date: 31 January 2024
Ar Due Date: 30 November 2024
Ar Received Date: 30 October 2024
Income Donations And Legacies: 264363
Income Other Trading Activities: 349921
Income Charitable Activities: 5811
Income Investments: 0
Income Other: 5224
Income Total Income And Endowments: 625319
Income Legacies: 0
Income Endowments: 43502
Expenditure Raising Funds: £327,102
Expenditure Charitable Expenditure: £313,767
Expenditure Other: 0
Expenditure Total: 640869
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 68337
Expenditure Support Costs: 181727
Expenditure Depreciation: 16892
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £271,965
Assets Total Fixed: 1494919
Assets Own Use: 1494917
Assets Long Term Investment: 2
Defined Benefit Pension Scheme: 0
Assets Other Assets: £221,402
Assets Total Liabilities: £15,568
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,700,753
Creditors One Year Total Current: 15568
Creditors Falling Due After One Year: 0
Assets Cash: £188,710
Funds Endowment: 0
Funds Unrestricted: 243075
Funds Restricted: 1457678
Funds Total: 1700753
Count Employees: 21
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 February 2021
Fin Period End Date: 31 January 2022
Ar Due Date: 30 November 2022
Ar Received Date: 8 November 2022
Income Donations And Legacies: 195794
Income Other Trading Activities: 259687
Income Charitable Activities: 0
Income Investments: 48054
Income Other: 0
Income Total Income And Endowments: 503535
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £255,298
Expenditure Charitable Expenditure: £250,927
Expenditure Other: 0
Expenditure Total: 506225
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 34110
Expenditure Support Costs: 177539
Expenditure Depreciation: 17640
Gain Loss Investment: 26909
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £449,195
Assets Total Fixed: 1530927
Assets Own Use: 1530927
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £429,774
Assets Total Liabilities: £28,971
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,931,730
Creditors One Year Total Current: 28971
Creditors Falling Due After One Year: 0
Assets Cash: £380,223
Funds Endowment: 0
Funds Unrestricted: 449195
Funds Restricted: 1482535
Funds Total: 1931730
Count Employees: 10
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 February 2020
Fin Period End Date: 31 January 2021
Ar Due Date: 30 November 2021
Ar Received Date: 28 September 2021
Income Donations And Legacies: 352353
Income Other Trading Activities: 115075
Income Charitable Activities: 1265
Income Investments: 22224
Income Other: 47095
Income Total Income And Endowments: 538012
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £141,258
Expenditure Charitable Expenditure: £244,740
Expenditure Other: 0
Expenditure Total: 385998
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 27534
Expenditure Support Costs: 182053
Expenditure Depreciation: 9796
Gain Loss Investment: 13786
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £376,240
Assets Total Fixed: 2591306
Assets Own Use: 1532430
Assets Long Term Investment: 1058876
Defined Benefit Pension Scheme: 0
Assets Other Assets: £310,682
Assets Total Liabilities: £16,274
Assets Current Investment: 0
Assets Total Assets And Liabilities: £2,885,714
Creditors One Year Total Current: 16274
Creditors Falling Due After One Year: 0
Assets Cash: £292,430
Funds Endowment: 1097119
Funds Unrestricted: 346074
Funds Restricted: 1442521
Funds Total: 2885714
Count Employees: 7
Consolidated Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Hampshire
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

08 Official extract

Charity Event History

Charity Name: NEW FOREST HERITAGE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2019-11-28T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 24 JAN 2019AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 22 NOV 2019
Charitable 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.

10 Official extract

Charity Policy

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Investment

Policy Name: Social media policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Paying staff

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Conflicting interests

Policy Name: Financial reserves policy and procedures

Policy Name: Complaints handling

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Serious incident reporting policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Risk management

Policy Name: Volunteer management

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints policy and procedures