Trustees’ Annual Report for the period
From 01/10/2021 Period start date To 30/09/2022 Period end date
Charity name: Dyfed Caerfyrddin Federation of Women’s Institutes
Charity registration number: 232774To advc
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 for the public benefit in all areas including issues of political and social importance; music, drama and cultural subjects; and all branches of crafts, home economics, science, health and social welfare. To promote sustainable development for the public benefit. To advance citizenship and community development for the public benefit. |
| 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 | Organise conferences, courses of instruction, exhibitions, lectures and other educational activities. Publish and distribute books, leaflets etc and instructional matter. Seek to influence public opinion and make representations to and seek to influence governmental and other bodies regarding the reform, development and implementation of appropriate policies, and regulations, provided that all such activities are confined to those which a charity governed by the law of England and Wales may undertake. Form and advise Women’s Institutes in the Federation according to the rules laid down by the National Federation. |
| 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 issued 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 | One very important achievement over the last twelve months has been to help and encourage our members to resume their active participation in all courses, competitions, social events etc. Although we had kept in touch with them during covid with newsletters, courses on zoom, various competitions, they had missed the actual companionship of working together on the various crafts, health days and all educational events. |
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 set Para 1.41 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 | Our charity’s financial position at the end of the period has remained satisfactory. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | To keep a reserve of approximately six months turnover to allow for fluctuations in receipts and payments and for unforeseen contingencies. |
| Amount of reserves held | Para 1.22 | Reserves at years end approx. £32,000. |
| 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 | - |
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 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | unincorporated |
| 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 | Elected by members |
Additional information (optional)
You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Dyfed Caerfyrddin Federation of Women’s Institutes |
|---|---|
| Other name the charity uses | Sir Gar Carmarthenshire Federation of Women’s Institutes |
| Registered charity number | 232774 |
| Charity’s principal address 11 St Peter’s Street, Carmarthen, Carmarthenshire, SA 31 1LN |
|
|---|---|
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee |
|
|---|---|---|---|---|
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Mrs Anne ~~Hlb~~ |
Chairman | ~~(if any)~~ | |
| ~~aorg~~ Mrs Joyce Kirkwood |
Vice Chairman | |||
| Rev Victoria Hackett |
Vice Chairman | |||
| Mrs Sandra ~~Sd~~ |
Treasurer | |||
| ~~ewar~~ Mrs Elma ~~Philli~~ |
||||
| ~~ps~~ Mrs Dawn ~~Wbb~~ |
||||
| ~~e~~ Mrs Nema ~~Edd~~ |
||||
| ~~wars~~ Mrs Mary Ford |
||||
| Mrs Mary ~~Di~~ |
||||
| ~~aves~~ Mrs Doreen ~~Mti~~ |
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| ~~arn~~ Mrs Chris Wheeler Jones |
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| Dr Yvonne Howard-Bunt |
||||
| Mrs Helen ~~Hbt~~ |
||||
| ~~erer~~ | ||||
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 Datss acted rf not forwhole year
Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity |
Nil |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
Nil |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
Nil |
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) Anne M Halborg Full name(s) Anne Margaret Halborg Position (eg Chair Secretary, Chair, etc)
Date 31/05/2023
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