Woody’s Lodge
Charity Number 1173752 Annual Report & Financial Statements For the period Ended 31 MARCH 2025
Woody’s Lodge Charity Number 1173752 Annual Report & Statements of Financial Activities
For the period Ended 31 MARCH 2025
Report of the Trustees (including strategic report) for the year ending 31 March 2025
Chair’s report
statements of the charity for the year ending 31 March 2025 which are also prepared to meet the requirements for a Trustees’ Report and Accounts for Companies Act purposes.
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Woody’s Lodge Charity Number 1173752
For the period Ended 31 MARCH 2025
Contents
1. Members of the Board and Professional Advisors
2. Trustees Annual Report
3.
4. Financial Statement
5. Statement By Independent Examiner
6. Future Developments
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Woody’s Lodge Charity Number 1173752
For the period Ended 31 MARCH 2025
1. Members of the Board (at 31.3.25) and Professional Advisors
Members of the Board
Dr David Michael Trotman Clive Roger Hamilton Owen James James Pirrie Nigel Anthony Adams Ray Paul James Earls Elizabeth Marylyn Bowman Roberts Ian Price Katherine Hannah Fisher
Registered Address
Amelia Trust Farm Walterston Barry CF62 3AS
Telephone 01446 781 792 Email Support@woodyslodge.org Website www.woodyslodge.org
Legal Advisors None appointed
Banks
1) Nat West Business Banking, 2 Plymouth Road, Penarth, South Glamorgan, CF64 3YN 2) CAF Bank – 25 Kings Hill Avenue, Kings Hill, West Malling, Kent , ME19 4JQ
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Woody’s Lodge Charity Number 1173752
For the period Ended 31 MARCH 2025
2. Trustees Annual Report 01 April 2024 to 31 March 2025 - CEO Report
During 2024–2025, Woody’s Lodge continued to deliver vital, Wales-wide support to veterans, reservists, emergency service leavers, and their families. Across our hubs in North, South, and West Wales, we provided safe meeting spaces, confidential support, and expert guidance on housing, benefits, pensions, and mental health, supported by trained volunteer counsellors and a wide range of social and wellbeing activities.
A major development this year was the opening of our first charity shop and community hub in Wrexham in August 2024, creating a highly valued point of connection for the local veteran community. The hub quickly became a social anchor and educational space, hosting rotating displays of military memorabilia and offering volunteer-led support.
Despite the impact this hub has had, significant financial pressures led us to launch a public “Save Our Shop” appeal, highlighting the lack of local authority rent support and emphasising the shop’s dual role in raising both funds and hope. This campaign drew strong community backing and underscored the ongoing demand for our services, particularly for veterans experiencing PTSD, mental health challenges, social isolation, and difficulty adjusting to civilian life.
Our fundraising efforts remained strong. The annual Speed March event in April 2024 raised £1,917 through 93 supporters, reinforcing community engagement and awareness. Planning also advanced for the 2025 Speed March, which will build on last year’s success with a larger Veterans’ Village and enhanced participation.
Across the organisation, our teams continued to strengthen partnerships, improve governance, and expand outreach. We were proud to celebrate the Lifetime Achievement nomination for our Co-Chair, Dr David Trotman, recognising his leadership and dedication to the Armed Forces community.
Looking ahead, our priorities focus on securing sustainable funding for key hubs, expanding outreach to isolated veterans, enhancing mental health pathways, supporting families, and growing community-led fundraising initiatives, including the upcoming Somme Battlefields Cycle Fundraiser in July 2025, as the Hereford to the National Arboretum cycle ride attracted new supporters and was a great success.
In summary, despite financial challenges, 2024–2025 was a year of meaningful impact, community solidarity, and organisational growth. Woody’s Lodge remains firmly committed to ensuring every veteran in Wales feels supported, valued, and connected.
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Woody’s Lodge Charity Number 1173752 Annual Report & Statements of Financial Activities For the period Ended 31 MARCH 2025
3.
Charity Commission for England and Wales on 10 July 2017.
The current Board intends to recruit new trustees with experience in the UK Armed Forces, Veteran and Blue Light services care, Mental Health, Treatment of PTSD, Charity
The Woody’s Lodge’s charitable objects are:
-
to relieve the needs of veterans of the armed forces and emergency services by
-
to promote social inclusion among veterans of the armed forces and emergency
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
basic habitable standards).
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Woody’s Lodge Charity Number 1173752 Annual Report & Statements of Financial Activities
For the period Ended 31 MARCH 2025
st
4. ~~Statements~~ March 2025
| Unrestricted Funds Restricted Funds Total Funds 2025 Total Funds 2024 |
Unrestricted Funds Restricted Funds Total Funds 2025 Total Funds 2024 |
Unrestricted Funds Restricted Funds Total Funds 2025 Total Funds 2024 |
Unrestricted Funds Restricted Funds Total Funds 2025 Total Funds 2024 |
Unrestricted Funds Restricted Funds Total Funds 2025 Total Funds 2024 |
|---|---|---|---|---|
| £ £ £ £ |
||||
| Incoming resources from: | ||||
| Donations & legacies (Note 5) 685,190 21,944 707,134 133,657 |
||||
| Charitable activities(Note 5) 10,868 0 10,868 0 |
||||
| Grants(Note 5) 21,961 163,745 185,706 225,378 |
||||
| Total 718,019 185,689 903,708 359,035 |
||||
| Expenditure | ||||
| RaisingFunds(Note 6) 17,168 5,498 22,666 62,330 |
||||
| Charitable activities and administration(Note 6) 108,991 188,374 297,364 331,926 |
||||
| Establishment Costs(Note 6) 18,959 7,652 26,611 33,351 |
||||
| Total 145,118 201,524 346,642 418,596 |
||||
| Net income/(expenditure) before investmentgains/(losses) 572,901 (15,834) 557,067 (59,561) |
||||
| Netgains/(losses)on investments 0 0 0 - |
||||
| Net income/(expenditure) 572,901 (15,834) 557,067 (59,561) |
||||
| Transfer between funds 0 0 0 0 |
||||
| Net movement in funds 572,901 (15,834) 557,067 (59,561) |
||||
| Reconciliation of funds: | ||||
| Total funds brought forward 6,419 49,439 55,858 115,419 |
||||
| Total funds carried forward | 579,320 | 33,605 | 612,925 | 55,858 |
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Woody’s Lodge Charity Number 1173752
For the period Ended 31 MARCH 2025
Balance Sheet as at 31[st] March 2025
==> picture [470 x 409] intentionally omitted <==
----- Start of picture text -----
||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||Unrestricted|Restricted|Total Funds|Total Funds|
|||
|||Funds|Funds|H|2025|2024|||
|ne|
|||Tl|£|£|iH|£|£||||
|||Fixed Assets|
|a|
|||||||||||||
|||||||i|||||
|||Tangible Assets (Note 7)|||575,000|||-|i|575,000|||-|||
|||
|a|||Total fixed assets|a|575,000|[cians|-|eee|575,000|SSE]|-|
|ac|nn|
|||Current assets|||||i|||||
|Stocks|-|-|-|-|
|||af|||||i|||||
|||Debtors|||en|-|e|||-|i|a|-|ee|-|e|||
|a|S|a|s|(|eee nen]|
|||Investments|-|-|-|-|
|a|||||ae|||Sea|i|eee)|||a|||||
|||Cash at bank and in hand (Note 8)|4,320|33,605|37,925|55,858|
|||Total current assets|a|||4,320|||a|33,605|i|CE|37,925|||||55,858|||
|||
|a|||||ae|||Sea|i|eee)|||a|||||
|Creditors: amounts falling due|
|||||-|||-|i|-|-|||
|||within one year|||||i|||||
|fmm|||||f|f|a|a|||nm|mnnan|||||
|a|||||||2|S|i|nS|LL)|||||
|Net current assets/(liabilities)|4,320|33,605|37,925|115,419|
|a|
|||||||||||
||nS|||||i|||||
|||||G|R|||i|2S|TE|||||||||
|Total assets less net current|
|||||579,320|||33,605|i|612,925|115,419|||
|||liabilities|||{|||
|eee|s|
|||||Funds of the Charity:|||||i|||||
|||Restricted Funds|||-|||33,605|i|33,605|||49,439|||
|af||||Unrestricted Funds||||en|579,320|e|||-|ii|a|579,320|ee||6,419|e||||
|e[||Total Funds|||579,320|S|||33,605|i|612,925|||115,419|||
----- End of picture text -----
Approved by the Trustees and signed on their behalf
Name: Owen James
Date: 28[th] January 2026
Signature:
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Woody’s Lodge Charity Number 1173752 Annual Report & Statements of Financial Activities
For the period Ended 31 MARCH 2025
Notes to the accounts:
1.
2.
Employment costs are recognised as they are incurred.
project.
Grants receivable
deferred where appropriate.
Donated assets
The charity recognises donated land and buildings as income in the Statement of Financial
- obtained to determine the apportionment between non depreciating land and depreciating
land and buildings asset.
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Woody’s Lodge Charity Number 1173752 Annual Report & Statements of Financial Activities For the period Ended 31 MARCH 2025
or extends its useful life. All other expenditure is recognised in the Statement of Financial
3.
determining the fair value at the date of donation . In the absence of an independent
4. Tangible Fixed Assets
Subsequent expenditure on the property is capitalised where it enhances the economic benefits of the asset or extends its useful life. All other expenditure is recognised in the
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Woody’s Lodge Charity Number 1173752 Annual Report & Statements of Financial Activities
For the period Ended 31 MARCH 2025
5.
| 5. Comparative information |
information byfund — Income | |||
|---|---|---|---|---|
| Unrestricted | Restricted | Unrestricted | Restricted | |
| 2025 | 2025 | 2024 | 2024 | |
| £ | £ | £ | £ | |
| Income: | ||||
| Grant Received | ||||
| Grants Total ~~Charitable Activities~~ |
21,961 163,745 13,248 212,130 ~~co~~ |
|||
| Charitable Activities Total | 10,868 | - | - | - |
| Donations | ||||
| General and Ad Hoc/Events | 110,190 | 21,944 | 133,287 | 370 |
| Donated Asset (Penlan Farm) | 575,000 | - | - | - |
| Donations Total | 685,190 | 21,944 | 133,287 | 370 |
| Total Income | 718,019 | 185,689 | 146,535 212,500 |
212,500 |
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Woody’s Lodge Charity Number 1173752 Annual Report & Statements of Financial Activities
For the period Ended 31 MARCH 2025
6.
| Unrestricted | Restricted | Unrestricted | Restricted | |
|---|---|---|---|---|
| 2025 | 2025 | 2024 | 2024 | |
| £ | £ | £ | £ | |
| Expenditure: | ||||
| Raising funds | ||||
| Events and Activities | 17,168 | 5,498 | 42,545 | 19,785 |
| Total | 17,168 | 5,498 | 42,545 | 19,785 |
| Charitable activities and | ||||
| administration | ||||
| Governance and Support costs | 15,209 | 14,596 | 22,290 | 11,798 |
| Salaries and staff costs | 89,814 | 159,069 | 97,691 | 171,085 |
| Travel and subsistence | 2,726 | 5,632 | 10,707 | 9,345 |
| Charitable Activities | 1,242 | 9,077 | - | - |
| Total | 108,991 | 188,374 | 130,688 | 192,228 |
| Establishment Costs | ||||
| Rent and Utilities | 18,959 | 7,652 | 28,346 | 5,004 |
| Total | 18,959 | 7,652 | 28,346 | 5,004 |
| Total expenses | 145,118 | 201,524 | 201,579 | 217,017 |
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Woody’s Lodge Charity Number 1173752 Annual Report & Statements of Financial Activities
For the period Ended 31 MARCH 2025
7. Tangible Fixed Assets
| Tangible Fixed Assets Land & Buildings (£) Total(£) |
Tangible Fixed Assets Land & Buildings (£) Total(£) |
Tangible Fixed Assets Land & Buildings (£) Total(£) |
|---|---|---|
| At 1 April 2024 - - ~~Additions(DonatedAsset-PenlanFarm)~~~~** |
**~~ | |
| 575,000 575,000 ~~Additions(DonatedAsset-PenlanFarm)~~~~** |
**~~ | |
| At 31 March 2025 575,000 575,000 ~~Additions (Donated Asset-PenlanFarm) ~~~~** |
**~~ ~~[Depreciation~~ |
|
| ~~[Depreciation | ~~ | |
| At 1 April 2024 - - ~~[Depreciation~~ |
||
| Charge for theyear - - |
||
| At 31 March 2025 - - |
||
| Net book value at 31 March 2025 575,000 575,000 |
||
| Net book value at 31 March 2024 | - | - |
8. Cash at bank and in hand
| 8. Cash at bank and in hand | ||
|---|---|---|
| 2025 (period end | 2024 (period end | |
| 31.3.25) | 31.3.24) | |
| £ | £ | |
| CAF Current account | 9,212 | 5,429 |
| CAF Grant Fund | 26,198 | 49,239 |
| CAF Pen Lan | 1,121 | 597 |
| Nat West Current | 1,394 | 195 |
| Nat West Grant | 0 | 199 |
| Nat West Pen Lan | 0 | 199 |
| Total | 37,925 | 55,858 |
9.
£nil; 2023/24: £nil).
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Woody’s Lodge Charity Number 1173752 Annual Report & Statements of Financial Activities
For the period Ended 31 MARCH 2025
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
| Report to the trustees/ members of |
Woody’s Lodge | |
|---|---|---|
| On accounts for the year ended |
31st March 2025 Charity no (if any) |
1173752 |
| Set out on pages | 1 to 13 | |
| I report to the trustees on my examination of the accounts of the above charity (“the | ||
| Trust”) for the year ended 31/03/2025. | ||
| Responsibilities and basis | As the charity trustees, you are responsible for the preparation of the accounts in | |
| of report | accordance with the Charities Act 2011 (“the Act”). | |
| I report in respect of my examination of the Trust’s accounts carried out under | ||
| section 145 of the 2011 Act and in carrying out my examination, I have followed all | ||
| the applicable Directions given by the Charity Commission under section 145(5)(b) of | ||
| the Act. | ||
| Independent examiner's | I have completed my examination. I confirm that no material matters have come to | I have completed my examination. I confirm that no material matters have come to |
| statement | my attention in connection with the examination which gives me cause to believe that | |
| in, any material respect, | ||
| the accounting records were kept in accordance with section 130 of the Act; or |
||
| the accounts did not accord with the accounting records; or |
the accounts did not accord with the accounting records; or | |
| the accounts did not comply with the applicable requirements concerning the |
||
| form and content of accounts set out in the Charities (Accounts and Reports) | ||
| Regulations 2008 other than any requirement that the accounts give a ‘true and | ||
| fair’ view which is not a matter considered as part of an independent | ||
| examination. |
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Date: 30/01/2026 Signed: Ho Name: Andrew Simms Relevant professional CPFA qualification(s) or body (if any): Address: 16 Hendre Close, Cardiff. CF5 2HT
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Woody’s Lodge Charity Number 1173752 Annual Report & Statements of Financial Activities
For the period Ended 31 MARCH 2025
10. Statement by Independent Examiner
11. Future Developments
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