**From** 02/09/24 **Period start date To** 01/09/25 **Period end date**
**Charity name:**
**Charity registration number:** 1199336
## **Objectives and Activities**
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SORP reference
Summary of the purposes of Para 1.17 The objects of the CIO are the promotion of
the charity as set out in its gender equality in Wales, for the public
governing document benefit, by:
1. Advancing education and raising
awareness in gender equality issues
in economic and public policy;
2. Supporting and disseminating
research on gender equality in
economic and public policy, and
gender budgeting and publishing
the results to the public;
3. Advocating for greater equality for
women and men by providing
independent analysis of gender
issues in fiscal policy;
4. Working with women, communities,
government, policy makers and the
public to build understanding of the
gender implications of economic
policy and encouraging and
supporting engagement in the
budgetary processes and the use of
gender budgeting tools.
Summary of the main Para 1.17 and
1.19
activities in relation to those WWBG provides robust
purposes for the public independent policy analysis of
benefit, in particular, the Welsh and UK government
activities, projects or spending decisions and fiscal policy,
services identified in the advocating for the use of gender
accounts. budgeting, gender equal decision
making and fairer budgetary
processes.
WWBG produces high quality,
independent research on the key
policy areas relating to gender
equality in Wales and the UK.
WWBG works to build capacity
organisations, the wider third sector
and the public by providing gender
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responsive budgeting training and online resources. WWBG works closely with our sister organisations across the UK to advocate for gender equality and gender budgeting in the UK, producing cross-nation budget analyses and organising crossnation assemblies and conferences. WWBG acts as a bridge between movement in Wales to ensure that economic research in Wales provides robust evidence, making the case for changes that help women in Wales achieve their potential. Statement confirming Para 1.18 Trustees have regard to the guidance whether the trustees have issued by the Charity Commission on public had regard to the guidance benefit. issued by the Charity Commission on public benefit
## **Additional information (optional)** You may choose to include further statements where relevant about:
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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
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## **Achievements and Performance**
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SORP reference
This year, we have continued to raise
awareness of how gender budgeting can
increase equality with Welsh policymakers.
Summary of the main We have done this through:
Para 1.20
achievements of the charity, Regular meetings with Welsh
identifying the difference the Treasury officials.
Membership of the Budget
the circumstances of its Improvement and Impact Advisory
beneficiaries and any wider Group (BIIAG) and a BIIAG
benefits to society as a subgroup which undertook a review
whole.
Integrated Impact Assessment
(SIIA).
Providing oral evidence (on
invitation) to the Senedd Finance
Committee on budget priorities at a
stakeholder session and at the
Senedd following the Draft Budget
2024-25 (Jan. 25).
We also developed a bespoke
Gender Responsive Budgeting
training course for policymakers in
Wales, which provides government
with the tools to understand and
respond to the gendered and
intersectional differences in their
communities and make fairer
spending and policy decisions as a
result. We delivered this training to
over 50 Welsh Treasury Directorates
and officials in March 2025.
We have also raised awareness of gender
budgeting amongst the public and increased
engage with economic issues through:
Producing statements in response to
Autumn
Statement (Oct. 24), Spring Budget
(Mar.25) and the Welsh
4)
and Final Budget (Feb.25). These
responses were circulated these via
the WWBG website and social
media.
Organising and participating in a 4-
Nations webinar with our sister
organisations in Scotland, Northern
Ireland and the UK
Autumn Statement: A 4N Debrief
which discussed the implications of
the Autumn Statement for women
across the UK and within the
devolved nations (Oct. 24). We also
co-organised and participated in a
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5)
which discussed
Organising and participating in our
first in-person 4-Nation conference
on the topic of Care, Women, and a
New Economy (Feb. 25). The 2-
day event took place in Belfast,
bringing together
experts, activists and civil society
representatives from each nation to
explore the policy tools needed to
build a gender equal economy
across the UK.
We have produced a number of evidence-
based, gendered analysis of economic and
public policy which make the case for gender
equality in Wales. This includes:
Written response to the Senedd
Finance Committee pre-budget
inquiry (Nov. 24)
Welsh Government Draft Budget
Briefing, summarising our written
and oral evidence from our
budgetary engagement this year.
This briefing was circulated widely to
Senedd Committees and individual
Members of the Senedd (Jan 25).
We also wrote, developed and
recorded the first episode of our
podcast series WWBG Explains
(July-Sept 25) which discussed the
gender wealth gap in Wales with
guest speakers from Tax Justice UK.
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**Additional information (optional)** You may choose to include further statements where relevant about:
|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|
|---|---|---|
||||
|Achievements against
objectives set|Para 1.41||
|Performance of fundraising
activities against objectives
set|Para 1.41||
|Investment performance
against objectives|Para 1.41||
|Other|||
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|financial position at the end
of the period|Para 1.21|Attached|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The charity is small and has limited fixed
overheads and operating expenditure for
the time being this essentially amounts to
one part-time salary. Our reserves policy is
to hold 6-months operating costs, which
currently amount to £20500.|
|Amount of reserves held|Para 1.22|£45708|
|Reasons for holding zero
reserves|Para 1.22|NA|
|Details of fund materially in
deficit|Para 1.24|NA|
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|NA|
## **Additional information (optional)** You may choose to include further statements where relevant about:
|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|
|---|---|---|
||||
|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||
|Other|||
## **Structure, Governance and Management**
|trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|Foundation model constitution|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Charitable Incorporated Organisation (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|Original trustees named in constitution for
fixed terms.
New trustees appointed for a term of 3
years by a resolution passed at a properly
convened meeting of the trustees (quorum
2 or one third, whichever is greater).|
## **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 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**
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Charity name
Other name the charity uses NA
Registered charity number 1199336
Temple of Peace, King Edward VII Ave
Cathays Park,
Cardiff, CF10 3AP
United Kingdom
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**Names of the charity trustees who manage the charity**
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Cerys Furlong 2022-2026 NA NA
Dr Rachel Minto 2022-2024 NA NA
2
2024-2026
3 Natasha Davies 2024-2027 NA NA
4 Rakhi Patel 2024-2027 NA NA
5 Sarah Morgan 2024-2027 NA NA
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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## Corporate trustees names of the directors at the date the report was approved
**Director name** NA
Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for whole year
NA
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## **Funds held as custodian trustees on behalf of others**
Description of the assets NA held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian Details of arrangements for safe custody and segregation of such assets assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
|**Type of**|**Name**|**Address**|
|---|---|---|
|**adviser**|||
|NA|||
||||
||||
||||
|**Name of chief executive or names of senior staff members (Optional information)**|||
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
NA
## **Other optional information**
## **Declarations**
**Signed Signature(s) Full name(s)** Cerys Furlong **Position (eg Secretary,** Chair **Chair, etc) Date** 24/6/26
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CC16a
Receipts and payments accounts
For the period Period start date Period end date
To
from 02/09/2024 01/09/2025
Section A Receipts and payments
Unrestricted Endowment
Restricted funds Total funds Last year
funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Grant income 23,893 23,893 37,000
Sub total (Gross income for
AR) [ - ] 23,893 - 23,893 37,000
-
A2 Asset and investment sales,
(see table).
- - -
- - - - -
Sub total - - - - -
Total receipts - 23,893 - 23,893 37,000
A3 Payments
Salaries 26,865 26,865 40,758
Staff Expenses 292 292 459
Room Hire - - 96
Travel 395 395 992
Advertising - - 755
Overheads 7,500 7,500 15,492
Communications Support 4,584 4,584 -
Accountancy 1,680 1,680 -
Events 927 927 -
Translation 15 15 -
-
-
-
-
-
-
Sub total [ - ] 42,258 - 42,258 58,552
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments - 42,258 - 42,258 58,552
Net of receipts/(payments) - - 18,365 - - 18,365 - 21,552
A5 Transfers between funds - - - - -
A6 Cash funds last year end 64,073 - 64,073 85,626
Cash funds this year end - 45,708 - 45,708 64,073
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## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
**B1 Cash funds**|Bank account
**Details**|**Unrestricted**
**funds**
**to nearest £**
**-**|**Restricted**
**funds**
**to nearest £**
**45,708**|**Endowment**
**funds**
**to nearest £**
**-**
**-**|
|---|---|---|---|---|
|Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B4 Assets retained for the**
**charity’s own use**
**B2 Other monetary assets**|Signature
**Details**
Salaries & other creditors
**Details**
**Details**
(agree balances with receipts and payments account(s))
**Details**
**_Total cash funds_**|**-**
**45,708**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
Restricted
**10,802**
**-**
**-**
**-**
**-**
Print Name|**-**|
|---|---|---|---|
||||**-**
OK|
||||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**When due**
**(optional)**
Date of
approval|
**Independent examiner's report on the accounts**
**Report to the trustees On accounts for the year** 1 September 2025 **Charity no** 1199336 **ended (if any)** I report to the trustees on my examination of the accounts of the above **01 / 09 / 2025** . **Responsibilities and** As the charity's trustees, you are responsible for the preparation of the **basis of report** accounts in accordance with the requirements of the Charities Act 2011 . I report in respect of my examination of the 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 statement** I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:
- the accounting records were not kept in accordance with section 130 of the Charities Act; 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 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.
|**Signed:**
**Name:**
**Relevant professional**
**qualification(s) or body**
**(if any):**
**Address:**
|**Date:**|08/07/2026|
|---|---|---|
||||
||Johnathan Dight||
||||
||FCCA||
||||
||||
||Bevan Buckland LLP||
||Cardigan House, Castle Court||
||SA7 9LA||
1
**IER**
**Section B Disclosure**
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
**Give here brief details of any items that the examiner wishes to disclose** .
2
**IER**