Trustees’ Annual Report for the period
From 1[st] October 2024 Period start date To 30[th] September 2025 Period end date
Charity name:Dyfed Caerfyrddin Fedeation 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 and | 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. Seak 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 confirmed 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 continue their active participation in all courses, competitions, health matters, social events etc. We have been encouraged to add extra events to provide our members with a broader chose of interests and regularly ask for their suggestions for events for the future. |
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 | The financial position has improved and we are continuing to provide all our services as before. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We are aiming to slowly return to keeping 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. £22,000. |
| 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 |
|---|---|
| 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) |
|---|---|---|---|---|
| Rev Victoria Hackett |
Chair | |||
| Mrs Elma Phillips | Vice Chairman | |||
| Mrs Ann Savill | Vice Chairman | |||
| Mrs Sandra Seward |
Treasurer | |||
| Mrs Anne Halborg | ||||
| Mrs Joyce Kirkwood |
||||
| Mrs Dawn Webb | ||||
| Mrs Doreen Martin | ||||
| Mrs Janet Surman | ||||
| Charlie Irslan | ||||
– Corporate trustees names of the directors at the date the report was approved Director name 0
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 safe custody and Nil 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) Victoria Hacket Full name(s) Rev Victoria Hacket
Position (eg Secretary, Chair Chair, etc)
Date
10[th] June 2026
10th
CHARITY COIAMISSION FOP ENGLAND ANO WALES 2Jf74 Receipts and payments accounts CC16a For portod Irom oll1f24 Section A Receipts and payments Unro•trf¢tod lund8 Re5tTlttÈd funds Endowrnent fund8 Total fund8 La81 y•4f toihe r41 £ toth n•ai•siE th• n••r•Att th• M•r••tt A1 R•c•l ts 0AdMin ¢ovitr.19 ¢Nnoi GFAMs& TrVARC JRS emtsrsni Attwisory Affilrzr thsi wolnp oftsteg WaKryS Confww 4.H1 26.38J 4.6é1 26.383 6.QJ8 26.143 11.92J 14.042 6,967 2.070 20.970 34.414 6.B6B 2.13Q Arts & Ltr4sure P[¢tn$ 200 Club DDnthonslMaFnl Sc 2.070 J,314 824 ItKorne n¢ NFWI. AGM NFIM Raffle Bank ¢harge& TraTrsfer ts SLFSpensiwAC Business Intere51 417 434 257 Sub total(Gmss income for AR) 91072 I1298 91.872 A2 Asset and Investmènt sales, (sèe tabl•l. Sub fotal 91,872 91.872 112,398 A3 Paymgnts OFficeiA4min oV-19 Countyl Grants & HMRC JRS Bcwo ofTruslees meMbeip AdvEory Affil110 fees I wri W81 Conference Health, educatson & public affaj Ads & Leisure Promobons 200 Club DonatnsIalt M15G Income bond NFWI. AGM NFWI Raffle Bank Cha Transfer lo SuSFe5K AC 33.747 33,747 28,167 4.S39 4,539 2.400 13,BZ3 5,714 11.697 12,274 J.082 8.989 2,49S 1&537 320 19,570 31,755 4,424 1,1W) 4,699 ol lares 13.823 5,714 11,697 12.274 3.OB2 32 320 150 150 Sub total 88.745 .745 122,438 A4 Asset and Investrn•nt purch*$es.1$g9 table) Sub total Total payments 88,745 88,746 122,438 3.126 3.126 10.
A6 Cah lun¢14 l•#t ye•1 •nd Cash funds thls y••rnd 45.086 48.21 4S.086 48.212 10.040 Section B Statement of assets and liabilities at the end of the period Catè9orle• Uniestt4£1 Rgsirict6d funds tor4HfWtE Endowffiont funds lo nMrq•t £ Detsl 81 C•8h furKI8 lo n•r t Sabtys 4,BSfj 12.OCI Total cash lund5 38,156 sil fJK endovmient funds 10 ne•re4t E Unrestricted fiJnd8 itynearn$t£ Restrl¢tsd funds to nrtt Detarls Details PtwnisesatCKwynalust FLmd tolnch a5setb•l Unrestslct4d Current¥4u• B3 Investment assets Cost IoF4Jonall 19.175 Detalls Fund tolch Cost l¢)Ofionall Curr•ntvalu• B4 Assets retained for the ¢harity's own use Details Fund to whkh Amount au• due on•1 B5 Llabllles s¥j by ore or tr8¥ on D8tO Ot ov* ¢I- 3.
Sir Gar Carmarthenshire Federation of Women's Institutes Budget 2025 - 2026 Receipts Payments 1,220 6,050 3,450 11,000 13,000 Office & Administration Board of Trustees Membership Advisory Affiliation fees- SGCFWI Aff iliation fees- NFWI Pooling of fares Associate Members Wales Conference 2026 Health, Education & Public Affairs Arts & Leisure Promotions 200 Club Donations / Maintenance Investment Income NFACM Meeting 2026 NFWI Raffle Miscellaneous Ad Hoc TOTALS 41,930 5,850 3,555 13,000 3,000 11,470 6,250 7,961 2,200 300 200 300 250 2,500 11,245 4,995 5,095 1,000 200 9,100 75,751 4,855 94,225 18,474 To be raised
CHARITY COMM15510N fQR EIUAM) WALE5 Independont examlner'8 report on the accounts Soction A •r•p+•¢ E x#mln•i'• Rgport Slr Gw C•rrnwlh•n8hn Federali ol Wtxn•n'• IMtllut• On •ccounts lor th• y••r •nd•d 30 Septtmber 2025 Charlty no Ilf •ny} 232774 S•t out on pag•• l port lo the Iruslees on my exinal ol thè 8ccounls of the Above charity {'Ihe Trust") for Ihe year 8nded R•8ponslbllftleg •ftd bosis of roport As the chariVs trustee¥. you 8re responsibl8 for the prepwation of Ihe accounts in acc(Kd8nce wTrth the requirements of the Charlknes Act 2011 (Ihe Acl"). I report in respect ol 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 apFA{cab Direclions given by the Charity Commiasion under se(*on 145(51{b) of the Ad. Independent examiner's statement I have comFAeted my examination. I confirm that no material matters have come lo my attention in connection with the examination (other than that disclosed below ") which gives me cause lo belleve that in, any material respecl.. the accounting records were not keFé in accordance with wtion 130 of the Charities Act., or the accounts did not aco)rd with the accounting records., or the accounts did not comply with the applicable requirements con¢eming the fomi and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 olher than any requirement that the accounts give a Irue and fairf view which is not a matter considered as part of an independent examination. I have no concems and have me across no other matters in connection yth the examinatFon to which attention should be drawn in this report in order to enable a prcyeF understanding of the accounts to be reached. Signed: Date: Name: Janet Collins FCCA Relevant prole351onal quallficationls) or body (If any).. AssoGiation of Chartered Certified Accountants Address". Llys Deri, Parc Pensam Carmarthen. SA312BF IER Oct 2018
Section B Disclosure Only cunplele ', e examir£¥ rieeGS Ilw 111aletl oi (see CC32, Independent examinatw of charity accourrts." d¥eC aThJ guidance for examiner5). Glve here brlef dotall$ of any Items that the examlner wishès to dlsclose. NIA O¢t 2018 IER