Finance Score: 0

Governance Score: 3

Support Score: 5

Strong growth: +2
Deficit latest year: -2
No PartB

Dynamic board: +3

Overall weighted support: +5

Overall GiG Score: 8

WOODY'S LODGE

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

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Financial issues to consider:

Income was lower than spending in the latest year
A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£390	£486	£-96	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£343	£343	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£351	£186	£165	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£203	£184	£19	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£159	£132	£27	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£74	£49	£26	n/a	n/a	n/a	n/a	n/a	n/a

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Download accounts

Highest pay bracket: less than £60,000

Established: 7 years

www.woodyslodge.org

SUPPORT@WOODYSLODGE.ORG

01446 781792

Charity Commission for England and Wales

Tweets

Listed activities

Armed Forces/Emergency Service Efficiency

GiG Classification

Social clubs and similar

How it operates

Provides services

Where it operates

Throughout Wales,

Who it helps

Other Defined Groups

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Ministry of Defence - Covenant Fund
£10,000	22/02/2023	"The Armed Forces Covenant aims to: 1) the Armed Forces Covenant defines the enduring, general principles that should govern the relationship between the Nation, the Government and the Armed Forces community. 2) It aims to encourage all parties ....more "The Armed Forces Covenant aims to: 1) the Armed Forces Covenant defines the enduring, general principles that should govern the relationship between the Nation, the Government and the Armed Forces community. 2) It aims to encourage all parties within a community to offer support to the local Armed Forces community and make it easier for Service personnel, families and veterans to access the help and support available from the MOD, from statutory providers and from the Charitable and Voluntary Sector. These organisations already work together in partnership at local level. 3) the scheme is intended to be a two-way arrangement and the Armed Forces community are encouraged to do as much as they can to support their community and promote activity which integrates the Service community into civilian life. "
Ministry of Defence - OVA Afghanistan Veterans' Fund
£35,000	11/03/2022	To increase capacity in services and initiatives that offer supportive comradeship, engagement and wellbeing efforts for those in the Armed Forces community impacted by events in Afghanistan, and the wider veterans community.
Masonic Trust - MCF Matched Funding
£5,000	14/12/2021	Unrestricted matched funding in partnership with the local masonic province
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£35,000	12/02/2021	The Positive Pathways programme funded projects that develop and run activities supporting the mental health and wellbeing of ex-Forces.
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£35,000	12/02/2021	The Positive Pathways programme funded projects that develop and run activities supporting the mental health and wellbeing of ex-Forces.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

CLIVE ROGER HAMILTON Appointed: 2021

DR DAVID MICHAEL TROTMAN (Chair) Appointed: 2020

ELIZABETH MARYLYN BOWMAN ROBERTS Appointed: 2022

IAN PRICE Appointed: 2020

KATHERINE HANNAH FISHER Appointed: 2017

NIGEL ANTHONY ADAMS Appointed: 2024

RAY PAUL JAMES EARLS Appointed: 2021

Legal constitution

Charity registered in England & Wales on 10/07/2017, number: 1173752

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

6 returns made; AR18: 20 days late,

Main office

AMELIA TRUST FARM
WALTERSTON
BARRY
CF62 3AS

Objectives

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).

Data Sources

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