## **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: - 1 Which gives me reasonable cause to believe that, in any material respect, the requirements: - (a) to keep accounting records in accordance with Section 130 of the 2011 Act: and - (b) to prepare accounts which accord with the accounting records 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: - Freehold property No depreciation Furniture - 15% on reducing balance basis - Equipment 25% on reducing balance basis - Catering equipment 20% on reducing balance basis ## **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