POWYS MONTGOMERYSHIRE FEDERATION OF WOMEN’S INSTITUTES
(PMFWI)
FFEDERASIWN SEFYDLIAD Y MERCHED POWYS MALDWYN
TRUSTEES’ ANNUAL REPORT
and
FINANCIAL STATEMENTS
FOR THE YEAR ENDED 30TH JUNE 2025
Charity Number 1198900
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POWYS MONTGOMERYSHIRE FEDERATION OF WOMEN’S INSTITUTES TRUSTEES’ REPORT FOR THE YEAR ENDED 30TH JUNE 2025
REFERENCE AND ADMINISTRATIVE DETAILS
TRUSTEES
Mrs Ruth Hesketh Chairman Mrs Pam Adcock Vice Chair Mrs Lisa Hamer Treasurer
Miss Margaret Jones
Mrs Geraldine Russell-Jones
Mrs Janet Hughes
Mrs Helen Baker Mrs Chris Lewis
Mrs Jacquie Barnes
Federation Secretary Mrs Jane Rees
Charity Registration no. 1198900 Principal Address Abermule Community Centre, Abermule, Powys SY15 6ND
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POWYS MONTGOMERYSHIRE FEDERATION OF WOMEN’S INSTITUTES TRUSTEES’ REPORT FOR THE YEAR ENDED 30TH JUNE 2025
STRUCTURE, GOVERNANCE AND MANAGEMENT
The Trustees of Powys Montgomeryshire Federation of Women’s Institutes, otherwise known as PMFWI, present their report and the financial statements for the year ended 30[th] June 2025.
PMFWI is a constituted charity, governed by the constitution and rules laid down by the National Federation of Women’s Institutes (NFWI).
Trustees are nominated from amongst the membership and if necessary, voting takes place, with the results being announced at the Autumn Council Meeting, for the following two years. On appointment, each Trustee is presented with a detailed manual indicating the role and responsibilities of a Federation Trustee, which is followed up and supported each year with Trustee training provided by the National Federation of Women’s Institutes training packages.
The PMFWI Trustees employ a part-time secretary whose work is supervised by the Federation Chairman and Vice-Chair. The role of Federation Secretary is subject to an annual Staff Appraisal. She can attend training and workshops run by the NFWI, as are the Chairman, Treasurer and Chairman of the Membership Subcommittee.
Three Sub-Committees, namely Arts and Entertainment, Lifestyle and Sport, organise Federation events, broadly following the structure of NFWI set within the aims and objectives of the organisation. There is also a Membership Committee, comprised of the Federation WI Advisers, members of the Board of Trustees and WI members, together with an appointed Chair, who discuss matters relating directly to current campaigns and the membership of the federation. Our Community & Campaigns committee was lacking in members so although no committee meetings are held it is discussed at BOT each month.
The Trustees hold 11 monthly board meetings where major strategic planning, business and operational risks affecting the Federation are discussed and decisions made. The Trustees confirm that a risk assessment took place, was approved and systems have been established to mitigate risks. The systems are reviewed annually.
OBJECTIVES, ACTIVITIES AND PERFORMANCE
The objects of PMFWI are to further the purposes of the Women’s Institute organisation in the Montgomeryshire area of Powys. It is an educational, social, non-sectarian, non-party-political voluntary organisation which is based on the ideals of fellowship, truth, tolerance, and justice. It seeks to give women the opportunity of working together in their communities, of learning together and of developing their skills.
During the past year the Federation Trustees and Sub-Committees have been trying to operate the usual activities now that Covid restrictions are no longer an issue.
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POWYS MONTGOMERYSHIRE FEDERATION OF WOMEN’S INSTITUTES TRUSTEES’ REPORT FOR THE YEAR ENDED 30TH JUNE 2025
OBJECTIVES, ACTIVITIES AND PERFORMANCE (continued)
The year started well, Zoom meetings are something that PMFWI can organise and are being held as part of the PMFWI board of Trustee meetings during winter months or when needed as an option for attending virtually.
We hold our usual sporting events all of which were well supported and well organised.
The annual Spring Show attracted entries from members in craft, floral arrangement, cookery, art and photography competitions, it is an event which is always well attended although numbers attending and entering are dwindling.
Our Lifestyle welcome to Christmas was very well supported by members in November 2024 who enjoy the day.
Bingo night has become a great fund raiser held again also the entertainment evening is a good fun raising event.
Our own Annual Council meeting was held in May 2025 again as an evening meeting where members can have a buffet, talk, and socialise with other WI members.
Our membership has decreased over the years, numbers are down across most Wis, but a few have increased their members and this financial year we did lose Welshpool WI during 2024/25 but have started Severn Sisters Virtual WI . However, the Trustees continue to endeavour to provide a programme that offers value to members for their annual subscription which runs from 1[st] April to 31[st] March.
FINANCIAL REVIEW
On 30[th] June 2025 the total assets of PMFWI were £40,109.73 of which £6270.32 were restricted funds. The Trustees have reviewed the level of reserves held by the charity; it is policy that PMFWI holds sufficient reserves to allow the charity to function for three months. We have seen costs rising across the board on hall hire and expenses on holding events.
Our main source of funds is no longer the receipt of membership fees, and we are becoming more reliant on successful federation events for fund raising. We continue to work with PAVO to pursue available grants, and the Trustees look at more special events to generate further income. These events give women the opportunity of working together, of developing their skills and of putting into practice those ideals of fellowship, truth, tolerance, and justice for which the Women’s Institute as an organisation stands.
The Trustees declare that they have approved the Trustees’ report above. Signed on their behalf:
| Signature: Full name: Position: Date: |
____ Ruth Hesketh _ Federation Chairman ___ ______ 19.05.26 |
Lisa Hamer __ Federation Treasurer__ __02/04/26___ |
|---|---|---|
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POWYS MONTGOMERY FEDERATION OF WOMENS INSTITUTES Accounts for 01/07/24 to 30/06/25
| Receipts Sub Committees Comm & campaigns Lifestyle Arts & Entertainment Sport Membership Events PMFWI events Diaries Bulbs Calendar Acm NFWI Annual Meeting Wales Conference Raffles Closing of Wis Membership Fees PMFWI NFWI Pooling of funds NFWI Annual Meeting fund Other NFWI Insurance Public Liability Donations & Grants Restricted funds Office Newsletters & Advertising Sales 100club IFE Sundries from Coif Holiday Commission Total Receipts Add out-of-date cheques Total Income Less Expeniture |
2024/2025 525.00 1,893.50 2,518.95 864.00 721.15 1,244.00 35.00 154.75 - 690.00 - 747.00 1,963.00 - 5,653.58 6,499.06 - 468.20 186.61 280.50 160.50 635.00 180.00 1,236.47 - - |
6,522.60 4,833.75 12,807.45 515.00 1,215.75 969.12 2,492.47 29,356.14 29,356.14 23,256.38 - 6,099.76 |
2023/2024 2,461.95 4,602.25 1,090.10 744.50 545.00 7.00 164.05 91.00 722.00 7,346.00 315.00 6,164.00 7,149.50 448.00 536.00 111.68 50.00 199.00 435.00 294.20 444.46 5,000.00 - |
8,898.80 |
|---|---|---|---|---|
| 9,190.05 | ||||
| 14,409.18 | ||||
| 625.00 | ||||
| - 551.20 |
||||
| 6,422.66 | ||||
| 40,096.89 | ||||
| 40,096.89 | ||||
| 37,905.19 - |
||||
| 2,191.70 |
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POWYS MONTGOMERY FEDERATION OF WOMENS INSTITUTES Accounts for 01/07/24 to 30/06/25
| Payments Sub Committees Community & Campaigns Lifestyle Arts & Entertainment Sport Membership Board of Trustees travel Sub Committee travel Events Bulbs PMFWI Events Acm Diaries Wales Conference NFWI Annual Meeting Joint Powys Event RWAS Membeship Fees NFWI inc pooling of fares NFWI Other NFWI Insurance Public Liability Office Restricted Funds Bursaries & restricted Office Salary Equipment & Supplies Overheads Sales goods 100 club Bank Charges Sundries Total Expenditure |
2024/2025 170.00 883.17 2,526.19 278.00 320.26 240.00 - 131.24 - 1,305.80 25.20 815.00 55.00 452.08 1,047.25 8,018.76 601.05 3,791.15 43.57 490.00 75.90 464.48 |
4,417.62 2,277.24 55.00 1,499.33 1,522.28 13,484.91 23,256.38 |
2023/2024 - 1,186.37 1,593.58 233.89 439.24 1,236.20 350.53 244.76 797.90 547.00 31.50 275.00 8,848.00 250.00 6,325.60 99.50 443.56 494.55 7,522.00 791.81 3,432.19 79.14 420.00 102.60 897.47 |
5,039.81 |
|---|---|---|---|---|
| 10,994.16 | ||||
| 6,425.10 | ||||
| 938.11 | ||||
| 1,262.80 | ||||
| 13,245.21 | ||||
| 37,905.19 |
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POWYS MONTGOMERY FEDERATION OF WOMENS INSTITUTES Accounts for 01/07/24 to 30/06/25
COIF ACCOUNT
Balance 01/07/24 £ 26,441.76 Plus Deposits £ - less withdrawals Balance 30/06/25 £ 26,441.76
| Bursaries Balance 01/07/24 Balance 30/06/25 Restricted Funds NFWI AGM Llanfyllin 1/4/23 Get cooking WI guide Special Events Cedewain Group funds Powys Group funds Severn Group funds Clywedog Group funds |
4,129.95 £ - £ |
|---|---|
| 4,129.95 £ 775.41 £ 60.67 £ 357.42 £ 111.51 £ 1,760.99 £ 869.37 £ 414.24 £ 939.30 £ 981.41 £ |
|
| 6,270.32 £ |
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POWYS MONTGOMERY FEDERATION OF WOMENS INSTITUTES Accounts for 01/07/23 to 30/06/24
| CURRENT ACCOUNT £ Balance at bank 01/07/24 7,471.86 Less unpresented chqs at 01/07/24 - Plus chq deposit not showing at 01/07/24 - 7,471.86 Add receipts 29,356.14 36,828.00 Less payments 23,256.38 - 13,571.62 |
UNPRESENTED CHEQUES AT 30/06/25 | UNPRESENTED CHEQUES AT 30/06/25 | UNPRESENTED CHEQUES AT 30/06/25 |
|---|---|---|---|
| Chq no date |
amount |
£ - Deposit Chqs not showing 0
| £ | ||
|---|---|---|
| Bank statement 30/06/2025 | 13,571.62 | |
| Less unpresented chqs | ||
| Plus chq deposit not shown | - | |
| 13,571.62 | ||
| Total in all accounts 30/06/25 | ||
| £ | ||
| COIF Account | 26,441.76 | |
| Current Account | 13,571.62 | |
| Cash floats held | 60.00 | |
| Sales tin float | 36.35 | |
| £ | 40,109.73 |
Prepared by Lisa Hamer, Federation Treasurer, on 20th August 2025
As required by the statement of Recommended Practice, the Trustees, in their Annual Report, have included a statement about risk assessment. The Trustees confirm that a risk assessment has taken place and systems have been established to mitigate risks. These systems will be reviewed annually and any new risks identified will be included and addressed by the organisation.
Signed on behalf of the Board of Trustees
----- Start of picture text -----
Signature Position Chairman Date
19.05.26
Ruth Hesketh
Signature
Date
02.04.2026
Position Treasurer
Lisa Hamer
----- End of picture text -----
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