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2025-11-30-accounts

Trustees’ Annual Report for the period

From 1[st] December 2024 Period start date To 30[th] November 2025 Period end date

Charity name: Huntingdon and Peterborough Federation of Women’s Institutes Charity registration number: 1178059

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 •
To advance the education of
women and girls for the public
benefit in all areas
•
To promote sustainable
development for the public
benefit. To advance health for
the public benefit
•
To advance citizenship for the
public benefit by the promotion
of civic responsibility and
volunteering
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.		 Para 1.17 and
1.19		 •
Members have been offered
educational opportunities both
face to face and via Zoom, to
build new skills and to take part
in a wider variety of activities
•
Members have been able to
campaign on issues that matter
to them and to their communities
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 •
The Trustees have had regard to
the guidance issues by the
Charity Commission on public
benefit

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment

Para 1.38 Contribution made by volunteers Other

Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.		 Para 1.20 •
We have adapted to a new way of
operating, providing educational
opportunities and support both
face to face and via Zoom
•
Our monthly Newsletter has
continued to be produced both
physically and online.
•
The fully virtual WI continues to
provide a service for those that
cannot attend a meeting in
person.
•
We have continued to campaign
on a range of issues from climate
change to mental health and
violence against women.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against Para 1.41 objectives set Performance of fundraising activities against objectives Para 1.41 set Investment performance against objectives Para 1.41 Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 Funds have been used to carry out
property refurbishments that have been
required. Property costs are covered by
restricted funds. Unrestricted funds
made a small loss due to lower
membership numbers. This was not
covered by the small surplus earned on
the restricted funds.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 Reserves are held to cover 6 months
running costs
Amount of reserves held Para 1.22 £30,000
Reasons for holding zero
reserves		 Para 1.22
Details of fund materially in
deficit		 Para 1.24
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 The Trustees continue to look at best
practice to ensure the long-term future
of the Federation. New income streams
are being considered

Additional information (optional) You may choose to include further statements where relevant about:

The charity’s principal
sources of funds (including
any fundraising)		 Para 1.47
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46
A description of the principal
risks facing the charity		 Para 1.46 Membership is falling so new income
streams need to be explored, rather than
relying on Membership Subscriptions
Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 Constitution and rules for County
Federations of WIs
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 CIO
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees		 Para 1.25 Trustees are elected bi-annually by a
vote. Any member of a County WI is
eligible to be elected or co-opted.
Candidates must be nominated by a
Trustee or a WI

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other

Reference and Administrative details

Charity name Huntingdon and Peterborough Federation of Women’s
Institutes
Other name the charity uses
Registered charity number 1178059
Charity’s principal address 6a Walden Road
Huntingdon
Cambridgeshire
PE29 3AZ

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee (if any)
Phyllis Brooks Federation
Chairman
Emma Spencer Federation
Treasurer
Maria Pidoux
Karen Prestage
Jean Jeffries
JudyShrewsbury
Christine Tillott Appointed 08/09/2025
Carol Gibbons Resigned 31/03/2025
Marie Archer Resigned 31/03/2025
Carole Lovell Resigned 31/03/2025
Ruth Nicholls Resigned 31/03/2025
Zena Betts Resigned 31/03/2025

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)
Full name(s)
Position (eg Secretary,
Chair, etc)
Date
Phyllis Brooks

Chairman

Registered Charity No. 1178059

Huntingdon and Peterborough Federation Womens Institutes (CIO)

Financial statements For the year ended 30th November 2025

Victoria Cooper Red Shoes Accounting Services 181 Wisbech Road Unit 7 E-Space North Littleport Cambridgeshire CB6 1RA

Huntingdon and Peterborough Federation Womens Institutes (CIO)

Statement of Accounts for the year ended 30th November 2025

CONTENTS
PAGE
Independent examiners report 1
Receipts and payments account- Unrestricted fund 2-3
Receipts and payments account- Restricted funds 4
Statement of assets and liabilities 5
Notes to the statement of accounts 6-7
Trustees approval 8

Independent examiner's report to the board of trustees of Huntingdon and Peterborough Federation of Women's Institutes (CIO)

I report on the accounts of the Federation for the year ended 30th November 2025 which are set out on pages 2 to 8.

Respective Responsibilities of Trustees and Examiner

The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2022 Act) and that an independent examination is needed.

It is my responsibility to:

  1. Examine the accounts under section 145 of the 2011 Act

  2. Follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the 2011 Act, and

  3. State whether any particular matters have come to my attention

Basis of Independent Examiner's Report

My examination was carried out in accordance with the general directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as the trustees concerning any such matters.

The procedures undertaken do not provide alol the evidence that would be required in an audit, and consequently no opinion is given as to whether the accouts present a 'true and fair' view and the report is limited to the matters set oout in the statement below.

Independent Examiner's Statement

In connection with my examination, no matter has to my attention:

have not been met; or

2 to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Victoria Cooper Date: 20.03.2026 Red Shoes Accounting Services 181 Wisbech Road Unit 7 E- Space North Litteport Cambridgeshire CB6 1RA

1

Huntingdon and Peterborough Federation Womens Institutes (CIO)

Statement of accounts for year ended 30th November 2025

Receipts and payments account (unrestricted funds)

Receipts
NFWI Activities:
Federation Affiliation Fees
National Affiliation Fees
Stationery
Diaries
Pooling of Fares
Raffle ticket sales
Committee Activities:
Activities
Public Affairs
Annual Federation Day
Executive/ Trustees
Office and Administration:
Public liability insurance
Photocopier and Postage
Newsletter and Adverts
Year Book income
Other income:
AGM
Gift Aid
Income from Lapsed WI
WI Shop
Opening New WI's
Investment income:
Bank interest
TOTAL RECEIPTS
Total receipts as above
Total payments as per page 3
Net receipts/ (payments)
Transactions on behalf of restricted funds
Balance of cash funds b/fwd
Balance of cash funds c/fwd		 2025
£
16,163.40
17,774.64
33,938.04
200.50
265.88
0.00
0.00
466.38
2,108.76
11,873.43
3,143.72
1,384.05
18,509.96
1,227.96
602.15
3,083.00
328.00
5,241.11
618.03
687.50
0
280.07
0
1,585.60
1,005.75
60,746.84
60,746.84
63,771.15
-3,024.31
1,193.46
82,665.20
80,834.35		 2024
£
19,656.34
14,632.70
34,289.04
94.40
405.76
709.05
228.83
1,438.04
6,620.37
13,974.56
3,128.38
1,961.39
25,684.70
1,083.50
686.91
4,409.84
143.73
6,323.98
1,614.06
0.00
0.00
301.94
0.00
1,916.00
1,195.94
70,847.70
70,847.70
73,230.29
-2,382.59
-4,139.90
89,187.69
82,665.20

2

Huntingdon and Peterborough Federation Womens Institutes (CIO)

Statement of accounts for year ended 30th November 2025

Receipts and payments account (unrestricted funds)

Payments
NFWI Activities:
National affiliation fees
Stationery
Diaries
Pooling of Fares
Committee Activities
Membership
Activities
Public Affairs
Annual Federation Day
Executive/ Trustees
Office and Administration
Public liability insurance
Premises insurance
Repairs, renewals and cleaning
Employees
Photocopier and postage
Printing and stationery
Zoom meetings
Telephone and website/ hosting
Accountancy fees
Other expenditure
Fixed asset additions
AGM
Newsletter & Adverts
Opening WI Holding Fund
Charitable donations
Miscellaneous		 2025
£
17,446.80
17,446.80
296.40
220.50
0.00
516.90
116.85
498.56
9,538.73
1,617.54
2,596.46
14,368.14
731.82
1,463.91
842.22
20,083.44
2,359.97
374.67
155.88
438.71
1,861.20
28,311.82
0
377.49
2,750.00
0
0.00
0
3,127.49
63,771.15		 2024
£
17,721.81
17,721.81
80.60
365.40
688.00
1,134.00
837.58
3,729.66
9,058.18
2,716.91
2,774.14
19,116.47
837.80
1,504.53
609.60
21,239.41
2,369.36
325.19
105.88
520.94
3,112.80
30,625.51
0.00
1,755.00
2,800.00
0.00
77.50
0.00
4,632.50
73,230.29

3

Huntingdon and Peterborough Federation Womens Institutes (CIO)

Statement of accounts for year ended 30th November 2025

Receipts and payments account (restricted funds)
Property fund
Receipts
Donations: Car park
Hire of hall
200 Club
Payments
200 club
Rates
Light and heat
Maintenance
Security expenses
Total receipts as above
Total payments as above
Net receipts/ (payments)
Transacted through general cash funds
Balance of cash funds c/fwd		 2025
£
4,050.70
11,382.00
414.25
15,846.95
495.00
301.21
3,789.01
10,068.27
0.00
14,653.49
15,846.95
-14,653.49
1,193.46
-1,193.46
0.00		 2024
£
4,092.60
5,538.87
679.74
10,311.21
500.00
196.58
6,163.39
7,591.14
0.00
14,451.11
10,311.21
-14,451.11
-4,139.90
4,139.90
0.00

4

Huntingdon and Peterborough Federation Womens Institutes (CIO)

Statement of accounts for year ended 30th November 2025

Statement of assets and liabilities at the end of the period

Fixed assets
Tangible fixed assets
Current assets
Cash funds
Cash at bank:
Current account
Investment account
Cash in hand
Restricted cash funds held in general accounts
Designated cash fund hend in general accounts
Other monetary assets
Stock:
Books and publications
Debtors
Total assets
Liabilities
Creditors and accruals
Lapsed institute funds
Total liabilities
Net assets
Analysis of funds
General unrestricted funds
Land & buildings revaluation
Property fund
Opening of New WI's
Educational fund
Shows & exhibitions		 2025
2025
2025
2025
Unrestricted
Restricted
Designated
Total
Funds
Funds
Funds
Funds
£
£
£
£
401,470.38
401,470.38
13,125.48
13,125.48
67,732.87
67,732.87
-53,116.68
53,116.68
-2,527.98
2,527.98
25,213.69
53,116.68
2,527.98
80,858.35
298.70
298.70
298.70
0
0
298.70
426,982.77
53,116.68
2,527.98
482,627.43
5,441.96
5,441.96
5,441.96
5,441.96
421,540.81
53,116.68
2,527.98
477,185.47
111,540.81
111,540.81
310,000.00
310,000.00
52,418.15
52,418.15
1,130.16
1,130.16
698.53
1,144.55
1,843.08
253.27
253.27
421,540.81
53,116.68
2,527.98
477,185.47		 2024
Total
Funds
£
401,917.23
5,530.00
77,159.20
82,689.20
214.20
214.20
484,820.63
5,441.96
5,441.96
479,378.67
114,927.47
310,000.00
51,224.69
1,130.16
1,843.08
253.27
479,378.67

5

Huntingdon and Peterborough Federation Womens Institutes (CIO)

Statement of accounts for year ended 30th November 2025

1 Accounting policies:

Basis of preparation of financial statements

The financial statements have been prepared under the receipts and payment basis, with a supporting statement of assets and liabilities.

Huntingdon & Peterborough Federation of Women's Institute, Charity registratiion number 229014, registered to become a Charitable Incorporated Organisation registration number 1178059 on 23rd April 2018, continuing with the same work.

Depreciation

Freehold property is included in the statement of assets and liabilities and has been revalued at the request of the trustees by Barker Storey Matthews on 10th June 2015.

The Executive committee requested the freehold property value be increased in 2016 to the fair value valuation assuming residential development.

Other tangible fixed assets were revalued by the trustees as at 31st December 2000. Depreciation has been calculated to write off this valuation over the remaining expected useful lives using the following rates:

Stocks

Stocks have been vaued by the trustees at the lower of cost and net realisable value.

Restricted funds

Separate funds have been maintained in respect of the following:

Property fund Maintained for the funding of repairs and renovation to the freehold property

Education fund Maintained for educational purposes

Designated funds

Separate funds have been designated in respect of the following:

Opening of new WI's Lapsed WI's Shows & Exhibitions Education fund

6

Huntingdon and Peterborough Federation

Womens Institutes (CIO)

Statement of accounts for year ended 30th November 2025

2 Tangible fixed asets

Cost
Brought forward
Additions
Disposals
Carried forward
Depreciation
Brought forward
Charge for the year
Disposals
Carried forward
Net book value
Brought forward
Carried forward		 Freehold property
Furniture & Fittings
Equipment
Catering equipment
Total
400,000.00
3,902.77
12,587.43
5,103.73
421,593.93
0.00
0.00
400,000.00
3,902.77
12,587.43
5,103.73
421,593.93
3,779.83
11,196.33
4,700.54
19,676.70
18.44
347.77
80.64
446.85
0.00
0.00
3,779.83
11,196.33
4,700.54
19,676.70
400,000.00
122.94
1,391.10
403.19
401,917.23
400,000.00
104.50
1,043.33
322.55
401,470.38

Freehold property comprises of land and buildings which were revalued by Baker Storey Matthews, local property valuers, on 10th June 2015. As at 20th November 2016, the trustees uplifted the valuation to reflect the market value on the basis that planning permission would be granted for residential development.

3 Related party note

The receipts and payments in relation to executives and trustees is disclosed on page 2 - 3 of receipts and payments account.

7

Huntingdon and Peterborough Federation Womens Institutes (CIO)

Trustees' approval to the financial statements

The Trustees confirm their approval to the Statement of Accounts for the year ended 30th November 2025 forming pages 2 to 7 of these financial statements.

On behalf of the trustees:

P Brooks Chairman

…......................................................

Emma Spencer Treasurer

….....................................................

Date:

8

Declarations The trustees declare that they have approved thè trustees, rnport above. Slgned on behalf of the eharity's tntstees Signature(s) Full name{s> Position (eg Secretary, Chair, etc) Phyllis Brooks Chai￿an Date