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2024-03-31-accounts

ANNUAL TRUSTEES REPORT for the year May 2023 to June 2024 (B)

(NOTE: Each WI is a charity in its own right regardless of whether it is registered with the Charity Commission.

Every member of the WI Committee is automatically a Charity Trustee)

Name of WI HORDLE (which is an unincorporated association) If your WI is registered with the Charity 229798 Commission please quote the Reg no. Registered Address: WI House, 22-24 Station Hill, Southampton Road, If you have a different registered address, please Eastleigh. SO50 9XB state here.

The Trustees (Committee members) for the year ended June 2024 are elected by the Members at the Annual Meeting. Trustees have the opportunity to receive training in their role through the HCFWI. The Trustees for the year ending May/June 2024 are:

Name Office held Date acted if not a fullyear
PAT CASHIN President
YVONNE MARLOW Secretary
CAROLE DEACON Treasurer
VALERIE ALTASS
JEAN COOPER
MAUREEN COURTNEY Vice-President
JEAN MALONE
WENDY PERKINS
JILL TAYLOR

Note: You+ should include the names of all Trustees and anyone who acted as a Trustee during the period covered by the report giving dates during which they were Committee members. If the inclusion of a particular name might put any Charity Trustee in personal danger please contact the Charity Commission for permission for the name not to be disclosed.

  1. The Charity’s governing document is the Constitution and Rules for Women’s Institutes as published by the NFWI.

  2. The objects of the charity are to further the purpose of the WI Movement.

  3. The policy on financial reserves is that 12 months average expenditure should be held and the current reserves represent …12……..month’s average expenditure.

  4. The accounts are/are not (delete as appropriate) in deficit.

  5. During the year the activities and achievement (speakers etc) of the WI included:… Please list on a separate sheet.

  6. During the year we have held …12…… monthly meetings and ……11…. Committee meetings.

  7. Members meet regularly to pass on skills and encourage high standards of participating in WI Competitions, exhibitions and events.

  8. Members have taken advantage of the many education opportunities offered by HCFWI, taking part in activities, events and training. 9. Members have had the opportunity to discuss the Resolutions for the NFWI Annual Meeting and the opportunity to support ACWW in furtherance of the international aspect of the Constitution.

  9. Members have had the opportunity to enjoy friendship, to learn, to widen their horizons and to influence local, national and international affairs, within the context of the Constitution and Rules for WI.

The Trustees have approved the above report.

Signed: President:

Full Name-. Date=

Hordle 229798 HMRC ChaTrts Rèference X363 Ham shire Chadty registration no. Irf Federaliu) theWI FINANCIAL STATEMENT FOR THE PERIOD 1$1 Wl 2023 10 31st March 2024 RECEIPTS and PAYMENTS Last Year Payments A1 Receipt5 Total Total Last Year R￿eIpts at t[￿etirS £451_56 t1.076.18 t562.86 E379.9) C1.917.Cil É392.84 E511.14 Gift Aid É478.47 Prdiry of la￿1￿￿ É1.In.65 £1,018.90 Pubikaiiar15 £53_fA) £14.IXI £14. Wl Activities & Ev•)ts £2.265. É611.16 £2,683.25 E874.91 Wl Fund Rai51WJ (647.63 E332.30 Wl É204.IX) É161. Intsrest RecÈl¥ed £o.t#J Paid Into current ￿£tyjnt Pafd Into depc6St acciwnt £l.L￿.10 £362.43 £0. EO.ty) Grnnt5 arKI 28.56 É99.14 Cther IncthTre 11.941.76 4J.11 Wlth))ed Hau tftsl £ 18.717.85 C9.￿1.15 £16.371. C17.739.83 Total Reteipts £15,998.97 £13.323.21 ZZ.295.36 10.982.38 Residrted I￿a É1.063.20 Restrhcied I￿l￿ed In totsl Total Recelpts is% Trrtal pa>¥￿Th￿ (surpl￿1[feCtt fttheiar) 5 Total clsh funth bwht forward last year IEqua1510st >WV5 fQt4 ai Bl) A6 Total cash forward at thsyearend £3,703.61 4.026.57 É39.766.81 A7 Torai re51rtteo ar eno In i￿1 fuxts aL £35,OW.00

Ilordle ri9798 HMRC RefewK X￿6 Cha slratJn no. F￿¢￿110￿ uired theWI STATEIIENT OF ASSETSAND UABUnES FOR T￿YEAR ENPING 31tlAx¢h 2024 Cash fibnd• Reconaliafr"M olfinal bank bakrKe to bank stalemÈfit.' Pank state￿￿t rJo1on¢e at ar date Plus 8moun15 id m bui ￿t deared lessch ues WTmen tArt nol deared Less a Stlll Lrtea￿d Irom L8St RewnrAd bank ba14nGe U ftecona￿ ba￿￿￿e5 BBI Lh)> $rt188 s ac0)L￿1 baLqrK* cash in hand Total cash frJThJs Tofal £3.703.61 £3.703.61 EO IKJ £10 90 £0 (KJ £3.703.61 £1.￿3? £35.LKYJ to LMJ £39.786.81 L4BtY•ar £5.163.2D Hal fDr plar £5.163.20 £0.00 E38.837 61 £25.7 £44.026.57 Invgslrnents dtotheW ' Rvrt fr)r ￿e vf hal £481.25 WI hall Hall $ e Sound and I. Hall fvMrty￿ kitthen InsLK8nce Value leffl É1,120,321.00 £118,024.00 £118,024.00 akn'llt￿ Irf a I Appro¥ed byiht trustées IC¢mmitt¢e rnernbws) •nd tyi tsr Ixh•ll 319ii•tur• Stn Mty 2024 President 5tTh Mty 2024 T￿8$u￿r

Hordle W I theWI IIISPAUMG WOMEII Section C Notes to the Financial Statement Cl Funds receive and paid as a8ent Complete this 5ettion with total omounts receNed andpaid over to thefederotion in the year Federation/NFWI share of subscription Federation event bookings by indNidual members NFWI and / or federation raffle Receipts this year Payment5 this Any balance held at year yearend 2116.(X) 1142.85 30.CK) 30. Total 2154.C 1180.85 C2 Detalis of restrlrted fund5 Complete this sertion if the Wl had uny restrictedfvnd5 Durin the year Name or description of restricted funds CCLA Interest account funds from Interest to help with building repairs BBI Fund for use for repairs to the hall Recelpts thi5 year Payments Ihis year Any balance held at year end 35(￿.c(l I(￿3.20 1063.20 Total 1063.20 36063.20 C3 Further detai15 of Wl Activities l ￿ndraIsIng l other Include additional details that would be helpful to Wl members of other readers of the financial statement Activities & ￿ents {descriplion) l(X) year meal al the South Lawns Hotel Christmas meal at Barton Golf Club Outing for the day to Chawton House by coach T¢)tsl Wl Actlvlt]es Wl Fundraising desuiptlon Craft Fair in the Spring of 2023 & 24 Membership Raffle at the monthw meetings Receipts this year Payment5 thi5 year 520.IX¢ 783. 650. 1953.C(I 737.50 781.(XJ 662.(X) 2180.QO 646.61 366.(L) 24.00 158.11 Total Wl fundralslng Grants and Donatlons Gift Aid Donation by member 1012.61 182.11 478.47 1.20 Total Grants & donatlons Other Income and expenditure Salterns Group Events New Forest Show 479.67 265.(Ki 290.(XJ 60.C() Total other income / expenditure 268. 350.CKI Independentfinoncial examinerfs initials

I￿R li I i ! illy 11

IDEPENDENT FIPIANCIAL EXAMINER? REPORT Tott Trus1￿ of NolWrngl•knll l rtp)rton Ihe Recwpts and P•Jw¢nts Aec4unts %•twton Ihe Finawl 8tknrnt p8gè$ 14lorthe ibtr41 nar￿d for the ￿ar •nd•d .... Rp•dlw ro•pJnsllMlitle• ￿trUst￿l b)d •x•mkn Thet[￿ are le8w￿￿le1orI￿ weFOrw dthe acoxmb. ThtnBteesff￿Kler ￿t $ not rgiuiredforthr undor $￿tiON 14412lofth Chanti•sAct 2011 (th• 2011 A¢) that an independontoxwinthn Is fiO•dOd. Ha¥kno utsfied myge¥ that th• charty 1$ •1gibl• for Indap•ndMtexofNnthn. rt 18 Try 10.. examsne lne 8(xounts undgr 5e¢V)n 145 ofth• 2011 A folowlJTre proMdur•s dr￿ffl ITh ts"rnLons by th• Ch•rty CorMfi$sitin thdèr soction 1451SXbioime 2011 Ad. 8nd . Stote Wher parh¢u￿rmll¢rs have corN•th my 8tt8nlityi. BA•l•rflnd•p•nd•nt My •xgmination was e8Ni8d out in accord•ftc• tho g•nral DK•ebOnS g￿n by Ihe ChBrty Commi$$p)n An exmmobon Ir￿u￿Sa revwofthe recxyd5 ke0 trytr &Arty arvj a ofthe •xwrts thc recofO¥ ￿ also o￿lUdest0nsIOèr8trOD of any unu•ual Iterrts or disd05uiE$ In tbe accounts, arKI saokin9 •xpl•flaty¢ns from a$lNstè05 any such matters. Thè procwjures und•tsk•D not PT0v￿9 all tTh• ￿den[￿al￿￿1j bè fequired ty an audt and ￿nseqU￿ty￿0 Opin￿ ts gNen astDhthrthe acKounts w•ts•rrta'try• ond fair¥iew' ahdtht report 18 ￿Mrted to those mittor8 8Ot out 1fi1h• noxt $tatorn4rt In conn•ctb?n wth my éxaminètwjn no mau•r h•$ to my attentiw. l(4Wth•n dI6d0￿¥ b•WI' 1. give5 me rv8sonablo caL￿e kn b￿[¢that fft any rr￿nI1 rspe¢ Ihe retyYom•nts'. . tu kw account￿ rec6rth in ￿￿￿JarKe)th 130 oftt ch￿1￿88ALl 2011. to piépar8 •ccount5 which acc the accoun0￿ records and tompwwth ts a￿¢¥n￿n9 wukements ofth¢ Charl1￿ knt not boen Iwr 2. to rty ownhryn. •ltentson be drw in orf•rto •nabl• • prop•v und•rsindn)g oflh• xmunts lo be Comffnts.' Slgned:

Hordle 229798 HMRC ChaTrts Rèference X363 Ham shire Chadty registration no. Irf Federaliu) theWI FINANCIAL STATEMENT FOR THE PERIOD 1$1 Wl 2023 10 31st March 2024 RECEIPTS and PAYMENTS Last Year Payments A1 Receipt5 Total Total Last Year R￿eIpts at t[￿etirS £451_56 t1.076.18 t562.86 E379.9) C1.917.Cil É392.84 E511.14 Gift Aid É478.47 Prdiry of la￿1￿￿ É1.In.65 £1,018.90 Pubikaiiar15 £53_fA) £14.IXI £14. Wl Activities & Ev•)ts £2.265. É611.16 £2,683.25 E874.91 Wl Fund Rai51WJ (647.63 E332.30 Wl É204.IX) É161. Intsrest RecÈl¥ed £o.t#J Paid Into current ￿£tyjnt Pafd Into depc6St acciwnt £l.L￿.10 £362.43 £0. EO.ty) Grnnt5 arKI 28.56 É99.14 Cther IncthTre 11.941.76 4J.11 Wlth))ed Hau tftsl £ 18.717.85 C9.￿1.15 £16.371. C17.739.83 Total Reteipts £15,998.97 £13.323.21 ZZ.295.36 10.982.38 Residrted I￿a É1.063.20 Restrhcied I￿l￿ed In totsl Total Recelpts is% Trrtal pa>¥￿Th￿ (surpl￿1[feCtt fttheiar) 5 Total clsh funth bwht forward last year IEqua1510st >WV5 fQt4 ai Bl) A6 Total cash forward at thsyearend £3,703.61 4.026.57 É39.766.81 A7 Torai re51rtteo ar eno In i￿1 fuxts aL £35,OW.00

Ilordle ri9798 HMRC RefewK X￿6 Cha slratJn no. F￿¢￿110￿ uired theWI STATEIIENT OF ASSETSAND UABUnES FOR T￿YEAR ENPING 31tlAx¢h 2024 Cash fibnd• Reconaliafr"M olfinal bank bakrKe to bank stalemÈfit.' Pank state￿￿t rJo1on¢e at ar date Plus 8moun15 id m bui ￿t deared lessch ues WTmen tArt nol deared Less a Stlll Lrtea￿d Irom L8St RewnrAd bank ba14nGe U ftecona￿ ba￿￿￿e5 BBI Lh)> $rt188 s ac0)L￿1 baLqrK* cash in hand Total cash frJThJs Tofal £3.703.61 £3.703.61 EO IKJ £10 90 £0 (KJ £3.703.61 £1.￿3? £35.LKYJ to LMJ £39.786.81 L4BtY•ar £5.163.2D Hal fDr plar £5.163.20 £0.00 E38.837 61 £25.7 £44.026.57 Invgslrnents dtotheW ' Rvrt fr)r ￿e vf hal £481.25 WI hall Hall $ e Sound and I. Hall fvMrty￿ kitthen InsLK8nce Value leffl É1,120,321.00 £118,024.00 £118,024.00 akn'llt￿ Irf a I Appro¥ed byiht trustées IC¢mmitt¢e rnernbws) •nd tyi tsr Ixh•ll 319ii•tur• Stn Mty 2024 President 5tTh Mty 2024 T￿8$u￿r

Hordle W I theWI IIISPAUMG WOMEII Section C Notes to the Financial Statement Cl Funds receive and paid as a8ent Complete this 5ettion with total omounts receNed andpaid over to thefederotion in the year Federation/NFWI share of subscription Federation event bookings by indNidual members NFWI and / or federation raffle Receipts this year Payment5 this Any balance held at year yearend 2116.(X) 1142.85 30.CK) 30. Total 2154.C 1180.85 C2 Detalis of restrlrted fund5 Complete this sertion if the Wl had uny restrictedfvnd5 Durin the year Name or description of restricted funds CCLA Interest account funds from Interest to help with building repairs BBI Fund for use for repairs to the hall Recelpts thi5 year Payments Ihis year Any balance held at year end 35(￿.c(l I(￿3.20 1063.20 Total 1063.20 36063.20 C3 Further detai15 of Wl Activities l ￿ndraIsIng l other Include additional details that would be helpful to Wl members of other readers of the financial statement Activities & ￿ents {descriplion) l(X) year meal al the South Lawns Hotel Christmas meal at Barton Golf Club Outing for the day to Chawton House by coach T¢)tsl Wl Actlvlt]es Wl Fundraising desuiptlon Craft Fair in the Spring of 2023 & 24 Membership Raffle at the monthw meetings Receipts this year Payment5 thi5 year 520.IX¢ 783. 650. 1953.C(I 737.50 781.(XJ 662.(X) 2180.QO 646.61 366.(L) 24.00 158.11 Total Wl fundralslng Grants and Donatlons Gift Aid Donation by member 1012.61 182.11 478.47 1.20 Total Grants & donatlons Other Income and expenditure Salterns Group Events New Forest Show 479.67 265.(Ki 290.(XJ 60.C() Total other income / expenditure 268. 350.CKI Independentfinoncial examinerfs initials

I￿R li I i ! illy 11

IDEPENDENT FIPIANCIAL EXAMINER? REPORT Tott Trus1￿ of NolWrngl•knll l rtp)rton Ihe Recwpts and P•Jw¢nts Aec4unts %•twton Ihe Finawl 8tknrnt p8gè$ 14lorthe ibtr41 nar￿d for the ￿ar •nd•d .... Rp•dlw ro•pJnsllMlitle• ￿trUst￿l b)d •x•mkn Thet[￿ are le8w￿￿le1orI￿ weFOrw dthe acoxmb. ThtnBteesff￿Kler ￿t $ not rgiuiredforthr undor $￿tiON 14412lofth Chanti•sAct 2011 (th• 2011 A¢) that an independontoxwinthn Is fiO•dOd. Ha¥kno utsfied myge¥ that th• charty 1$ •1gibl• for Indap•ndMtexofNnthn. rt 18 Try 10.. examsne lne 8(xounts undgr 5e¢V)n 145 ofth• 2011 A folowlJTre proMdur•s dr￿ffl ITh ts"rnLons by th• Ch•rty CorMfi$sitin thdèr soction 1451SXbioime 2011 Ad. 8nd . Stote Wher parh¢u￿rmll¢rs have corN•th my 8tt8nlityi. BA•l•rflnd•p•nd•nt My •xgmination was e8Ni8d out in accord•ftc• tho g•nral DK•ebOnS g￿n by Ihe ChBrty Commi$$p)n An exmmobon Ir￿u￿Sa revwofthe recxyd5 ke0 trytr &Arty arvj a ofthe •xwrts thc recofO¥ ￿ also o￿lUdest0nsIOèr8trOD of any unu•ual Iterrts or disd05uiE$ In tbe accounts, arKI saokin9 •xpl•flaty¢ns from a$lNstè05 any such matters. Thè procwjures und•tsk•D not PT0v￿9 all tTh• ￿den[￿al￿￿1j bè fequired ty an audt and ￿nseqU￿ty￿0 Opin￿ ts gNen astDhthrthe acKounts w•ts•rrta'try• ond fair¥iew' ahdtht report 18 ￿Mrted to those mittor8 8Ot out 1fi1h• noxt $tatorn4rt In conn•ctb?n wth my éxaminètwjn no mau•r h•$ to my attentiw. l(4Wth•n dI6d0￿¥ b•WI' 1. give5 me rv8sonablo caL￿e kn b￿[¢that fft any rr￿nI1 rspe¢ Ihe retyYom•nts'. . tu kw account￿ rec6rth in ￿￿￿JarKe)th 130 oftt ch￿1￿88ALl 2011. to piépar8 •ccount5 which acc the accoun0￿ records and tompwwth ts a￿¢¥n￿n9 wukements ofth¢ Charl1￿ knt not boen Iwr 2. to rty ownhryn. •ltentson be drw in orf•rto •nabl• • prop•v und•rsindn)g oflh• xmunts lo be Comffnts.' Slgned: