Southampton Forward

Charity number: 1139269
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Southampton Forward is an independent charity working across culture, tourism and festival and events. Our role is to build capacity and enhance networks between the city's cultural organisations, create opportunities for cultural engagement for people throughout Southampton and to enable culture to be a catalyst for Southampton's creative placemaking.

Income and expenditure

Data for financial year ending 31 March 2025

Total income:
£1,392,027

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Donations and legacies £1.20m
Charitable activities £0
Other trading activities £170.84k
Investments £17.05k
Other £543

Total expenditure:
£1,386,099

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Raising funds £2.42k
Charitable activities £1.38m
Other £0

£0 investments gains (losses)

Total income includes £474,854 from 2 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £2.42k
Charitable expenditure £1.38m
Retained for future use £5.93k

People

10 Employee(s)

13 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 2
£90k to £100k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Provides Human Resources
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Hampshire
  • Southampton City

Governance

Registration history:
  • 07 December 2010: Standard registration
Organisation type:
Charitable company
Other names:
  • Southampton Forward (Working name)
  • SOUTHAMPTON 2025 TRUST (Previous name)
  • SOUTHAMPTON CULTURAL DEVELOPMENT TRUST (Previous name)
Company number:
07344461 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • 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
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

13 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Laura Kathryn Read Chair 12 January 2022
None on record
Susan Woodford-Hollick Trustee 03 March 2026
None on record
Catherine Barnes Trustee 23 October 2025
None on record
Alexander Donald Winning Trustee 23 October 2025
None on record
Susan Jane Littlemore Trustee 24 October 2024
None on record
Stephen Yaw Ofori Obuba Trustee 18 April 2024
None on record
Hayden Collins Trustee 21 February 2024
None on record
Lorna Eileen Lydia Fielker Trustee 21 February 2024
None on record
Peta Joyce Ash Trustee 21 February 2024
THE SOCIETY OF ST JAMES
Received: On time
Sharon Dawn-Marie Lloyd Trustee 21 February 2024
None on record
Peter Aston Burleigh Taylor Trustee 14 December 2023
None on record
Michael David Ockwell Trustee 25 January 2023
MAYFLOWER ACADEMY LIMITED
Received: On time
Timothy James Keeping Trustee 01 September 2018
REVO EDUCATIONAL TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £446.40k £606.85k £140.00k £2.40m £1.39m
Total expenditure £83.40k £534.52k £403.58k £1.00m £1.39m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £246.44k £293.40k £125.00k £462.62k £474.85k
Income - Donations and legacies N/A £293.40k N/A £2.27m £1.20m
Income - Other trading activities N/A £0 N/A £0 £170.84k
Income - Charitable activities N/A £313.45k N/A £126.44k £0
Income - Endowments N/A £0 N/A £0 £0
Income - Investment N/A £0 N/A £0 £17.05k
Income - Other N/A £0 N/A £0 £543
Income - Legacies N/A £0 N/A £0 £0
Expenditure - Charitable activities N/A £534.52k N/A £1.00m £1.38m
Expenditure - Raising funds N/A £0 N/A £0 £2.42k
Expenditure - Governance N/A £7.09k N/A £22.66k £23.47k
Expenditure - Grants institution N/A £0 N/A £106.00k £106.00k
Expenditure - Investment management N/A £0 N/A £0 £0
Expenditure - Other N/A £0 N/A £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Own use assets N/A £0 N/A £9.94k £5.10k
Long-term investments N/A £0 N/A £0 £0
Other assets N/A £576.98k N/A £2.10m £2.01m
Defined benefit pension scheme asset or liability N/A £0 N/A £0 £0
Total liabilities N/A £122.87k N/A £524.64k £423.58k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2025 27 November 2025 On time
Accounts and TAR 31 March 2025 27 November 2025 On time Download Open in new window
Annual return 31 March 2024 07 January 2025 On time
Accounts and TAR 31 March 2024 07 January 2025 On time Download Open in new window
Annual return 31 March 2023 31 January 2024 On time
Accounts and TAR 31 March 2023 31 January 2024 On time Download Open in new window
Annual return 31 March 2022 05 December 2022 On time
Accounts and TAR 31 March 2022 05 December 2022 On time Download Open in new window
Annual return 31 March 2021 21 January 2022 On time
Accounts and TAR 31 March 2021 21 January 2022 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 12 AUGUST 2010 as amended on 26 Aug 2020 as amended on 19 Oct 2020 as amended on 17 May 2021 as amended on 23 Apr 2025 as amended on 18 Feb 2025

Charitable objects

Objects 4. The charity’s objects (“Objects”) are specifically restricted to the following:- To further such charitable purposes for the benefit of the people in the City of Southampton and or the South of England as the trustees/directors see fit from time to time, in particular but without limitation to the foregoing by: (1) advancing public education, enjoyment and access for all to cultural activities in the City of Southampton and/or the South of England, as a key contribution to wellbeing and inclusive economic growth; (2) supporting, encouraging and promoting cultural and artistic excellence in the development of literary, dramatic and artistic material (including supporting and promoting festivals of the arts); (3) conserving and enhancing the historic and natural heritage of the City of Southampton and/or the South of England; (4) providing recreational facilities for the public at large or those by reason of economic circumstances, have need of such facilities; (5) providing financial and/or technical assistance or business advice or consultancy in order to provide training and employment opportunities for unemployed people in case of financial or other charitable need through help: (i) in setting up their own business; or (ii) to existing business; (6) promoting sustainable development for the benefit of the public by: (i) the preservation, conservation and protection of the environment and the prudent use of natural resources; (ii) the relief of poverty and improvement of the conditions of life in socially and economically disadvantaged communities; (iii) the promotion of sustainable means of achieving economic growth and regeneration (7) advancing the education of the public in subjects related to sustainable development and the protection, enhancement and rehabilitation of the environment and to promote the study and research in such subjects provided the useful results of such study are disseminated to the public at large. For the purpose of this article 4 “sustainable development” means “development that meets the needs of the present without compromising the ability of future generations to meet their own needs”. (8) developing the capacity and skills of the members of the socially and economically disadvantaged community of the City of Southampton and/or the South of England in such a way that they are better able to identify, and help meet, their needs and to participate more fully in society (9) promoting for the benefit of the public of urban regeneration in areas of social economic deprivation in the City of Southampton and/or the South of England by all or any of the following means: (i) the advancement of education, training or retraining, particularly among unemployed people, and providing unemployed people with work experience; (ii) the creation of trading and employment opportunities by the provision of workspace, buildings, and / or land for use on favourable terms; (iii) the maintenance ,improvement or provision of public amenities; (iv) the protection or conservation of the environment; and (v) such other means as may from time to time be determined subject to the prior written consent of the Charity Commission for England and Wales. (10) promoting social inclusion for the public benefit by preventing people from becoming socially excluded, relieving the needs of those people who are socially excluded and assisting them to integrate into society. For the purpose of this article 4 “socially excluded” means being excluded from society, or parts of society, as a result of one or more of the following factors unemployment; financial hardship; youth or old age, ill health (physical or menta), sustenance abuse or dependency including alcohol and drugs, discrimination on the grounds of sex, race, ability, ethnic origin, religion, belief, creed, sexual orientation or gender re-assignment; poor educational or skills attainment, relationship and / or family breakdown, poor housing (that is housing that does not meet basic habitable standards), crime (either as a victim or as an offender rehabilitating into society). Nothing in the articles shall authorise an application of the property of the charity for the purposes which are not charitable.

Area of benefit

The area the charity can operate in, as set out in its governing document.

CITY OF SOUTHAMPTON

Contact information

Address:
Southampton Solent University
East Park Terrace
SOUTHAMPTON
SO14 0YN
Phone:
00
Email:
info@SOUTHAMPTONFORWARD.ORG.UK
Website:

www.southamptonforward.org.uk Open in new window