WOODY'S LODGE

Charity number: 1173752
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To provide a centre to offer support and guidance to veterans of HM Armed Forces and Emergency Services. To provide social indoor and outdoor space for veterans to meet, socialise and undertake activities in order to alleviate mental stress, build friendships and improve social networks. To provide office space, free of charge, to organisations and agencies who support veterans.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £359,035
Total expenditure: £418,596

Total income includes £7,914 from 1 government grant(s)

People

9 Trustee(s)

50 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

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

What, who, how, where

What the charity does:
  • Armed Forces/emergency Service Efficiency
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Provides Services
Where the charity operates:
  • Throughout Wales

Governance

Registration history:
  • 10 July 2017: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • 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
  • Volunteer management
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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr David Michael Trotman Chair 01 April 2020
None on record
James Pirrie Trustee 14 January 2025
None on record
Owen James Trustee 14 August 2024
None on record
Nigel Anthony Adams Trustee 09 April 2024
None on record
Elizabeth Marylyn Bowman Roberts Trustee 15 May 2022
COMMUNITY & VOLUNTARY SUPPORT CONWY
Received: On time
Ray Paul James Earls Trustee 20 May 2021
None on record
Clive Roger Hamilton Trustee 11 January 2021
None on record
Ian Price Trustee 01 June 2020
None on record
KATHERINE HANNAH FISHER Trustee 01 February 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £202.91k £351.13k £342.92k £390.38k £359.04k
Total expenditure £183.97k £185.66k £343.23k £486.23k £418.60k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A £241.00k £181.02k £7.91k

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 2024 28 January 2025 On time
Accounts and TAR 31 March 2024 28 January 2025 On time Download Open in new window
Annual return 31 March 2023 21 January 2024 On time
Accounts and TAR 31 March 2023 21 January 2024 On time Download Open in new window
Annual return 31 March 2022 24 November 2022 On time
Accounts and TAR 31 March 2022 24 November 2022 On time Download Open in new window
Annual return 31 March 2021 08 October 2021 On time
Accounts and TAR 31 March 2021 08 October 2021 On time Download Open in new window
Annual return 31 March 2020 30 November 2020 On time
Accounts and TAR 31 March 2020 30 November 2020 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.

CIO - FOUNDATION Registered 10 Jul 2017

Charitable objects

1) TO RELIEVE THE NEEDS OF VETERANS OF THE ARMED FORCES AND EMERGENCY SERVICES BY PROVIDING A CENTRE TO OFFER SUPPORT AND GUIDANCE TO SUCH PERSONS, IN PARTICULAR THE PROVISION OF SERVICES DIRECTED TOWARDS THE PRESERVATION AND PROTECTION OF THEIR PHYSICAL AND MENTAL HEALTH THROUGH THE PROVISION OF FINANCIAL ADVICE, ADVOCACY, SUPPORT, EDUCATION AND PRACTICAL ADVICE. 2) TO PROMOTE SOCIAL INCLUSION AMONG VETERANS OF THE ARMED FORCES AND EMERGENCY SERVICES FOR THE PUBLIC BENEFIT BY PREVENTING THEM FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY THROUGH THE PROVISION OF FACILITIES IN WHICH THEY CAN MEET JOINTLY OR INDIVIDUALLY TO UNDERTAKE CREATIVE, PHYSICAL OR RECREATIONAL ACTIVITIES, LEARN OR PASS ON SKILLS AND KNOWLEDGE AND SUPPORT EACH OTHER SOCIALLY. FOR THE PURPOSE OF THIS CLAUSE 'SOCIALLY EXCLUDED' MEANS BEING EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY, AS A RESULT OF ONE OF MORE OF THE FOLLOWING FACTORS: UNEMPLOYMENT; FINANCIAL HARDSHIP; YOUTH OR OLD AGE; ILL HEALTH (PHYSICAL OR MENTAL) SUBSTANCE ABUSE OR DEPENDENCY INCLUDING ALCOHOL AND DRUGS; POOR EDUCATIONAL OR SKILLS ATTAINMENT; RELATIONSHIP AND FAMILY BREAKDOWN; POOR HOUSING (THAT IS HOUSING THAT DOES NOT MEET BASIC HABITABLE STANDARDS).

Contact information

Address:
AMELIA TRUST FARM
WALTERSTON
BARRY
CF62 3AS
Phone:
01446 781792
Email:
SUPPORT@WOODYSLODGE.ORG
Website:

www.woodyslodge.org Open in new window