VETERANS IN SEFTON
Befriending and mentoring service for our beneficiaries; information, advice and guidance; earlyintervention psychological support; NAAFI style socialization service; deliver presentations and trainingsessions to the general public about the armed forces, servicemen, their experiences, the impact on theirwell being and the challenge they face when reorienting back into the civil community.
Objects
TO RELIEVE THE NEED OF PERSONS LIVING IN SEFTON, MERSEYSIDE AND SURROUNDING AREAS, WHO ARE CURRENTLY SERVING OR WHO HAVE SERVED IN THE ARMED FORCES, BOTH REGULAR AND RESERVISTS, THEIR FAMILIES AND DEPENDENTS, BY ADVANCING ANY LAWFUL CHARITABLE PURPOSE AT THE DISCRETION OF THE TRUSTEES AND IN PARTICULAR BUT NOT EXCLUSIVELY BY:-- PROVIDING OPPORTUNITIES TO PARTICIPATE IN ACTIVITIES WHICH PROMOTE THEIR SOCIAL INCLUSION; - PROVIDING COUNSELLING, ADVICE AND MENTORING SUPPORT;- PROMOTING AND PROTECTING THEIR HEALTH AND WELL BEING;- ADVANCING THE EDUCATION AND AWARENESS OF THE PUBLIC IN THE ARMED FORCES AND;TO PROMOTE AND ORGANISE COOPERATION IN THE ACHIEVEMENT OF THE ABOVE PURPOSES.
Financial health, per its FY2025 accounts
The accounts state that the charity remains in a stable financial position, supported by a diversified mix of grant funding, service-level agreements, and community donations. Per the trustees' report, unrestricted reserves held at year-end were considered adequate and in line with the stated policy target of three months' operating costs.
What the accounts disclose
“Lottery Main Grant 86,540 86,540 19,725” — page 12
“The target is to hold a minimum of three months’ operating costs in unrestricted reserves.”
“No trustee or related party has received any personal benefit from the charity’s funds during the reporting period, beyond the reimbursement of approved out-of-pocket expenses.”
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management 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
- Trustee expenses policy and procedures
- Volunteer management
Trustees
- Shirley Ann Hunterchair
- Elizabeth Claire Dowd
- Stephen Calderbank
- Timothy Kevin Carey
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £173k | £124k |
| 31/03/2024 | £115k | £128k |
| 31/03/2023 | £112k | £1.4m |
| 31/03/2022 | £164k | £125k |
| 31/03/2021 | £164k | £125k |
Common questions
Is VETERANS IN SEFTON financially healthy?
Per its FY2025 accounts: The accounts state that the charity remains in a stable financial position, supported by a diversified mix of grant funding, service-level agreements, and community donations. Per the trustees' report, unrestricted reserves held at year-end were considered adequate and in line with the stated policy target of three months' operating costs. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 21/11/2024 | £18k | Assistant Operations Officer |
| The National Lottery Community Fund | 15/03/2024 | £273k | Building Community resilience |
| The National Lottery Community Fund | 03/02/2023 | £10k | Wellbeing Anabasis Retreat |
| UK government | 13/11/2020 | £35k | £10M Veterans' Mental Health and Wellbeing Fund |
| UK government | 22/09/2020 | £8k | Coronavirus Community Support Fund |
| The National Lottery Community Fund | 26/06/2019 | £316k | Veterans in Sefton |
| The National Lottery Community Fund | 23/11/2018 | £10k | Veterans in Sefton Holistic Support Programme |
| UK government | 01/04/2018 | £20k | ALB - Armed forces Covenant Fund Trust- Covenent Fund |