Finance Score: 0

Governance Score: 3

Support Score: 1

No PartB

Good trustee age range: +3

Grant maker support: +1

Overall GiG Score: 4

WESTFIELD WAR MEMORIAL VILLAGE - LANCASTER

Provision of housing namely 'Westfield Village' for the benefit of disabled and necessitious ex-service/serving members of the armed forces and dependants.To relieve persons in conditions of need and hardship where relief cannot be provided by public funds within a reasonable time. To aid and support any charitable associations or institution connected with these purposes to the same aim.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age

Financial issues to consider:

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/10/22	£100	£101	£-1	n/a	n/a	n/a	n/a	n/a
31/10/21	£88	£130	£-42	n/a	n/a	n/a	n/a	n/a
31/10/20	£102	£89	£13	n/a	n/a	n/a	n/a	n/a
31/10/19	£97	£98	£-1	n/a	n/a	n/a	n/a	n/a
31/10/18	£100	£111	£-11	£0	£0	£0	n/a	0
31/10/17	£89	£76	£14	£0	£0	£0	n/a	0
31/10/16	£92	£88	£4	£0	£0	£0	n/a	0
31/10/15	£92	£67	£25	£0	£0	£0	n/a	0
31/10/14	£97	£96	£1	£0	£0	£0	n/a	0
31/10/13	£95	£114	£-19	£0	£0	£0	n/a	0
31/10/12	£88	£78	£10	£0	£0	£0	n/a	0
31/10/11	£90	£65	£25	£0	£0	£0	n/a	0
31/10/10	£55	£58	£-3	£0	£0	£0	n/a	0
31/10/09	£88	£98	£-10	£0	£0	£0	n/a	0
31/10/08	£77	£55	£21	£0	£0	£0	n/a	0
31/10/07	£60	£68	£-8	£0	£0	£0	n/a	0
31/10/06	£68	£54	£13	£0	£0	£0	n/a	0
31/10/05	£61	£53	£8	£0	£0	£0	n/a	0
31/10/04	£60	£53	£8	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 61 years
(104 years as a company)

westfieldmemorialvillage.co.uk

info@westfieldmemorialvillage.co.uk

0152465799

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Other facilities management and maintenance

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Lancashire,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities

Who's supporting them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Westfield War Memorial Village
£9,800	28/11/2017	The Women of Westfield Village – Picking up the pieces after the First World War

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 36-79

STEPHEN JAMES QUICK Appointed: 2021, Occupation: Investment Manager

CAROL ANNE MARGARET JOHNSON Appointed: 2013, Occupation: Land Owner

DR DAVID MARTIN ELLIOTT Appointed: 2000, Occupation: Retired Medical Practitioner

DR ROBIN GEOFFREY JACKSON Appointed: 2021, Occupation: Retired Gp, Other trusteeship: LANCASTER ROYAL GRAMMAR SCHOOL CHARITY,

JULIE PATRICIA HARDY Appointed: 2007, Occupation: Justice Of The Peace

MR TOM BOWRING Appointed: 1989, Occupation: Land Agent

MALCOLM MCILLMURRAY Appointed: 2019, Occupation: Retired

WILLIAM IAN WEIR Appointed: 2019, Occupation: Retired Surgeon

ANTHONY RICKARDS COLLINSON Appointed: 1992, Occupation: Solicitor, Other trusteeships: LANCASTER ROYAL GRAMMAR SCHOOL CHARITY, LANCASTER ROYAL GRAMMAR SCHOOL PRIZES CHARITY, LANCASTER ROYAL GRAMMAR SCHOOL BOARDING CHARITY,

Legal constitution

Charitable company registered in England & Wales on 10/10/1963, number: 223625
Registered at Companies House on 12/08/1919, number: 00157888

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; all on time

Main office

1 Sir Thomas Storey House
West Road
LANCASTER
LA1 5PE

Objectives

BENEFIT OF NECESSITOUS AND DISABLED MEMBERS AND EX-MEMBERS OF HER MAJESTY'S FORCES AND THEIR RELATIVE AND DEPENDANTS.

Defined Area of Benefit:

NOT DEFINED

Data Sources