2023-09-30-accounts

Trustees’ Annual Report for the period

From 1[st] October 2022 Period start date To 30[th] September 2023 Period end date

Charity name: Dyfed Caerfyrddin Federation of Women’s Institutes

Charity registration number: 232774

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	Over the last twelve months we have continued to help and encourage our members to resume their active participation in all courses, competitions, social events etc. This has taken quite a while but confidence in meeting socially and recommencing various activities has returned.

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	Our charity 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. £25,000.
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, SA31 1LN

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 (ifany)
	Mrs Anne Halborg	Chairman
	Mrs Joyce Kirkwood	Vice Chairman
	Mrs Elma Phillips	Vice Chairman
	Mrs Sandra Seward	Treasurer
	Rev Victoria Hackett
	Mrs Dawn Webb
	Mrs Nema Edwards
	Mrs MaryDavies
	Mrs Doreen Martin
	Dr Yvonne Howard-Bunt
	Mrs Helen Herbert
	Mrs Ann Savill
	WendyJones

Corporate trustees–names of the directors at the date the report was approved	Corporate trustees–names of the directors at the date the report was approved	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 Nil held in this capacity Name and objects of the Nil charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for Nil 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, Chairman Chair, etc)

Date

LHP ACCOIJNTANTS • CYFAIFWYR AUDITORS • ARCHWILWYR ADVISORS • YMGYNGHORVtYR Swyddla Gofiostrodl A￿l&l•r•d ONI¢ • CJ•rtyiddln Carmarthw D￿1 Pensarn Sir Gar Carmarthenshire Federation of Women's Institutes Charity No. 232774 SA31 2NF 01267 237531 Receipts and Payments Account for the year 1st October 2022 to 30th September 2023 • Hwlmordd Hawrtordwest Fwtsl FWT Atyle￿lI￿re Hou58 inth La Hav&￿0rdw￿St SA61 IRW 01437 786749 haverfordw Recei Pa ments 1,365 1,500 9.324 5,067 24.477 2.189 13,641 13,738 6,407 2,130 Office and administration Covid-19 Council Gr8nts & HMRC JRS Grants Board of Trustees Membership advisory Affiliation fees- County Wales Conf8rence 27,632 pr¢.uk 5,814 1,836 13.535 2.206 13,079 11,189 4.618 1,000 g UanbpdrPontst¢Tton L4mpeter Ty H4rfoid HEPA Arts and leisure Promotions 200 club SA487HD 015704222 l&mpÈ[e-mail] IF • DInbYc￿y￿YEO0d T•nby Barclays BafikCh&ThbFts 18 H￿h Street Tonby SA70 7HD 01834W7 Ihp.¢o 1,562 713 300 1,301 255 Donations and maintenance Miscellaneous Income bond 713 NFWI-AGM NFWI raffle Bank charges Interest Transfers 956 31 Blu¢ Llysy B)r￿d Cross ￿artrtS 83,998 -1,421 82,577 Excess of re¢eiptS Over payments 8A14 6RK 01269 834877 crosshan 82,577 p.(y).uk •Ab•ra•iun I NMh ￿0￿j Abeiaeion Ceredv SA460JD Q154557DIOI IhPCO. v￿¥.1hp.cO.uk Cylarwyddwyr 0lrKlors Elyian HufflphrgysFCAFGfA Janei Collins FCCA Datyd¢ RggSFCCA RhysJonpsFceA R?¢ha81 Ball FCCA CyfrI￿r Cygwllt Asgoclale sa￿aTrI￿a Hart FcfA ACCA LNPyW￿￿fflvSrIpr￿￿ LHPfy. Coffre￿n￿￿yc￿mDIyn9￿gh￿S Lfoè#r AIIColMlru'07791984 L￿P￿ RlrBth9namaolLHPAttountants Lld En918rtd& WaAis. Rfj91slrRiw lththr"Q7791984.

IMMISSION I AND WALES Independent examiner's report on the accounts dependent Examinerfs Report Chariiy Name Sir Gar Carrnarthenshire Federation of Women's Institute 30 September 2023 Charity no (if any) 232774 (remember to inCl￿e the page number5 of additional sheets) I report to the trustees on my examination of the accounts of the above charity ("the Trust.) for the year ended As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act"). I report in respect of my examination of the Trust's 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. 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 accordan￿ with section 130 of the Charities Act,. or the accounts did not accord with the accounting records, or the acGounts 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 that the accounts give a true and fairf view which is not a matter considered as part of an independent examination. I have no concems 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. Date: