theWI INSPIRING WOMEN SOUTH YORKSHIRE FEDERATION OF WIS ANNUAL REPORT 2022 - 2023 HALL CROSS COTTAGE 5 ALBION PLACE SOUTH PARADE DONCASTER DNI 2EG TEL: 01302 482388 Email- southyorksfed@gmail.com Website - www.southyorksfedwi.org.uk
ANNUAL REPORT 202212023 Federation Chairman The Board of Trustees is made up of10 Wl members whose role it is to see the overall running of the Federation. Wc mcct cvcry month as a Hybrid Meeting as this allows mcmbcrs with work and family commitments to b¢ able to take part. We are responsible for the management of the WI within the County of South Yorkshire. The administration of all funds of the Federation and the carrying out of the policy decided upon al the NFWI Annual Meeting and the meetings of the Board of Tnjstees. Our Headquarters in Doncaster are open 3 days each week and our salaried staff are there to give you help and advice themselves or by referring you on ihe appropriate Trustee. Dorothy Meekins Federation Chairman Office and Finance The last financial year was an extremely challenging one for the Federation. Bluntly, we spent more than our income and that is a situation thai w]noi ¢oniinue. Our main sources of income are the Federation share of subscriptions and surpluses from events and courses we organise. We get occasional donations and also hold the funds of WIS that have gone into suspension. These latter funds do not belong to the Federation until three years have passed (although any in1¢5¢ they earn 15 Ours). I would urge all Wls to support Federdtion events as they did in those times 'BC'. If we don't then I fear that the future could look bleak. Thanks to our Federation staff for all they do and also to all Wl Treasurers who do an amazing job. Ingrid House Federalion Treasurer Membership Supwtrrt The Membership Sub Team has 4 Wl Advisers. Dorothy Meekins, Ingrid House, Sian Holmes and Pauline Hallam. Our aim is to visit every Wl every 314 years at their Annual Meeting. Sadly our membership numbers have reduced by about 100 members this year and we have seen the suspension of two ofour Wls. The good news is we have a brand new Wl in Barnsley. During 2023 we responded to 155 enquiries from potential new members but as yet it is too early to know how many of them have joined the Wl. The Wl Advisers are always willing to give help and supwrt to all our Wls so please contact us if you need any help or advice. Dorothy Meekins Team Leader Activities & Social Team We are happy to report that the Activities and Social Team have been working hard to organise a varied programme for our members in the corning 12 months. The regular items on the calendar are taking shape, Treasure Trnils in early surnrner and the Quizzes for the first week in October. Venues are always a little tricky for these events, big enough to hold ladies who like to attend, parking and of course location. It's easy to keep them in venues we know work but are very aware that it then means that the same people end up travelling. so we have tried this year to explore some new sites. We hope you will continue to support them again this year. both are usually well attendd. The Craft Club has only met a few times this year but we appreciate the feedback we have had with regards the sorts of things you would like to leam or improve on in future sessions. Again, we are aware that holding them at Hall Cross Cottage doesn't suit everyone and we are exploring ways that we Can
make the Craft Club more accessible in other areas but cost implications make this difficult. Ple&se look out in News and Views for altemative options. We have had requests for day trips so we are currently looking into the logistics and costing of that and will keep you infornied via News and Views. Thank you to everyone who has suptK)rted any or all of events in the last 12 months and if you have any ideas for events you would like to see, please drop us a line at the office or come along to the next Activitie5 and Social Team meeting. where you will be made most welcome. If you are unable to attend in person the option of joining us on Zoom is always availabl¢. Maureen Hall Team Leader Current Affairs and Resolution$ Team Our team slarted the year by thinking about how we could encourage members to engage more with the Wl Resolution process. We senl a questionnaire to all SYFWI Wls asking if they would like to participate in a Shortlisi Resolution event later in the year, once the shortlisi was published. The response was very mixed, with several Wls stating that there was now enough infomiation produced by NFWI in "Wl Life" and on MYWI for WIS to hold their own discussion meetings. However, half of the respondents said they would like such an event and this was held via Zoorn on 1st December. Those who attended found it very useful and gained extra background information into the 4 Shortlisted topics. If you are particularly interesteil in being more involved with the Resolulionlcampaigning side of the Wl, we plan to set up a "changemakers" gathering to potentially develop a SYFWI Resolution. If any of you have a particular interest in any previous Resolution and would like to attend this gathering as an "ambassador" for that Resolution, we would be pleased to hear from you. Watch out for more details in News and Views. Our next initiative was to have a stall ai the Doncaster Pride event in August. mim)ring other Federations in towns and cities where Pride events are held e.g. Bimiingham and Brighton. This was very worthwhile and gi)od for the Wl to have a presence alongside many other organisations and agencies that work for the public good. There was a lot of interest in our stall and our macrame pride bracelets went like hotcakesl We had to work hard to sell the image that the Wl is for women of all ages, as many of our customers kept saying'my GrandmalAunt/Mum" used to go to the Wl! Our main event, which took a lot of planning thmughout the year, was a return to our International Day fomat. The day was focussed on Nepal and South Asia with a variety of excellent speakers. The was a150 a display stand with infonnation aboul the "Thinking Differently" campaign. Rebecca Chauhan and Beth Flitton, 2 SYFWI "ambassadors" for this campaign. were also on hand to give a personal perspective to thi5 campaign. As usual. Darron the manager of the Dinnington Resource Centre. where we held the event, provided us with excellent h05Pit2lily. We continue to use this venue for its reliability. C05t and good parking. Many positive comments were received about the day and we made a good surplus from the event because it was well attended - thank you for your suprK)rt. This goes a long way to making all the hard work and planning involved in such an event worthwhile. We're ringing the changes again this year by holding an "Inspirational women of Yorkshire" day on 22TrJ June (although the fomiat will run along the same lines as an Intemational Day). We hope you have saved the date! As alway5, if you have any ideas for Speaker5 or themes for future meetings, please get in contact. Robert8 Eales and Susan Webster Team Leaders
CHARITY COMMISSION FOR ENGLAND AND WALES South Yorkshire Federaiion of Women's Insmthe Charity No lif a eriod 513917 Annual accounts for the 1 0(lober 2022 To 30 Septemter 2023 Section A Statement of financial activities Restricted Unrostricted Income Endowment funds funds funds Recommended eat•gori•s by activity Prior year funds Total fund5 Incomlng rosources (Note 3) F01 F02 F03 F04 F05 Incrme and endowmonts from: D$tOn$ and legac5 Charitae activibes Sol 63.489 63,489 Otriding l¥e9 Inves1nnts S03 1,195 1,195 21 Separate maten81 it•m of iroirre Other 83,535 148,219 83,535 148,219 Total Resou0$ gxpended (Note 6 S07 Expenditur¢ on.. Rai9 (unds charitab activilies 79.068 Separats matsrial item of8lm8 Qlher S10 S11 Total S12 Not incomel{expenditurel before Investment galnslllossesl S13 69.151 69.151 25 Nel g81n¥llo3sesl Yweslrwts S14 Net incomel{expgnditure} Extraordinary items Transfers between funds Other recogniyed gainslllosse8): S15 69.151 69.151 25 S16 S17 Gains and105ses reUation offixul 4$5* forttE¢hwtys $16 Othergai(los5eSI S19 Net movement in funds S20 69.151 25 Rèconciliation of funds.. Totsl funds b[ght fDtward Total funds Carried fonvard S21 139,536 208.687 139,536 208,687 139,511 139,536 CC17a (Excell 2610312024
Section B Balance sheet Restricted inGome funds Unrestrlcted funds Endowmgnt Total thls funds yfrar Total last year Fixed assets Intsngible assets Tangible assets Heritage assets Investments F01 F02 F03 F04 F05 (Note 1S) (Note 14) {Note 16) (Note 17) Total fixed assots 100,963 100.963 101,123 100,963 100,963 101,123 Current assets Stocks {Note 18) Debtors {Note 19) Investments {Note 17.4} Cash at bank and in hand (Note 241 Total current assets 3,964 635 3,946 590 635 .911 108.510 103,911 108.510 34,633 39,169 B10 Creditors: amounts falling due within one year (Note 20) B11 786 756 Net current assetsl{liabilities) 812 107,724 107,724 38,413 Total assets less current liabilities B13 139,536 Creditors: amounts falllng due after one year (Note 20) Provisions for Ilabllltles B14 B15 Total net assets or liabilities Funds of the Charity Endowment funds (Note 27) Restricted income funds {Note 27) Unrestricted funds Revaluatton reserve B16 208,687 208.687 139,536 B17 B18 B19 208,687 208,687 139,536 820 Total funds B21 208.687 208,687 139,536 Signed by one or two trustees on behalf of all the trustees Date of approval ddlrnml Sbjnalure Print Name CC17a {Excel) 2610312024
Independent examinerfs report to the trustees of South Yorkshire Federation of Women's Institutes I report on the accounts of the Trust for the year ended 30 September 2023 Rg•po¢1iv¥ responslbllltles of trustees and examiner The charity's IrLsslees are responsible for the preparab.on of the accounts. The chaftty's trustees consider that an audit is not required for this year Under secb.on 144{21 of the charib.es Act 2011 (the 2011 A¢tl and that an independent examination is needed. It is my responsibility lo.. • examine the accounts under s8¢tion 145 of the 2011 Act . to follow the procedures laid down in Ihe general Directions given by the commission under section 14515llbl of the 2011 Act . to state whether parb"cular matters have come to my attention Basis of independent examine$ report My examination was carried out in accordance the general Directions given by the Charity Commission. An examination includes a review of the aCuntr"ng records kept by the charity and a comparison of the accounts presented wth those records. It also includes consideration of any unusual items or disclosures in the aeeounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence Ihal would be required in an audit and consequenuy no opinion is gNen as to whether the accounts present a 'true and fair view and the rewrt is limited to those matters set out in the nexl statement. Independent examlnerfs statement In connection wth my examination. no matter has come to my attention.. 111 which gives me reasonable cause to believe that in any material respecl the requirements". . to keep accounb.ng records in accordance with section 130 of the 2011 Acl and . lo prepare accounts which a¢¢ord with the accountsng records and comply wth the accounting requirements of the 2011 Act have not been met or 121 to which, in my opinion. attention should be drawn in order to enable a proper understanding of the accounts lo be reached N.Q,d& Name.. N Gcmjdard Relevant professional qualification or tM)dy: FCMA Address.. 6 The Row. Old Cantley, Doncaster DN3 3QJ
Section C Noies io ihe accounts Note 1 Ba•ii of preparntion 1.1 Basis of accounting These accounts have been prepared hry1¢al 4J>5t c(rfVe recogni5 al c05t c transaction value Un olheThye slated in the reWant rnle(sl to these ac¢xyJrts. The accowt% have been prepared 8cCwda 1.. ' and wth" preparirKJ thew accoKMrt5 in acc(xdarK ith FNuntial Rewxtrg Slarard applKatAe ui ts UK arK1 Re01 IlaThy IFRS 1021 iSSLd 16 Juty 2014 Finantial Rewx1KJ kn18rd awlicatle nlhe ut 8TrJ RepLth of Ireland IFRS 102) . ar lIh Chatitses Ad 2011. FRS 102." 1.2 Going con¢•rn 8pplle8ble-, M8ppmwlo10.' An explana"on as toth08ef8Ctu¥ Ihat swpDrt the that (wty grrtj cOeM.. Disdosure of any uncertairWe5 that make gthrKJ Concem aSsMplI¢ dOtrU1. Where accwnts are not rryarèj M 8 cem basis, pkase disd05e this fact logelher %Mlh the basks on which Ihe tnJ5tees prepared the accounis and reason %thy the charity ks Ml warded as a ¢(m. 1.3 Change of accounting policy The accounts tXEsenl a Irue arKI tsir pceS adopted are those ¢yJllThd in r¥Jte { }. No" (10 the reasons why 8pWylng the new 8ccotth¥wpollcy pmvldes morn rellable andmore relevoni InfomlI0.' (ill? Ihe ant olthe adiusthRntfOrh I¢ affect¢d In the currtniperfod. wiorperi¢xlwesentÈd¥nd the aggregate amount ofthe 8dJtsstsne*rtrel&ts"ng to 1.4 Chan9e$ to aountIng 8Stimats No thaThJes to accountirvj ests"maies Ofxawred kn the repNty 13.46 FRS 102 SORP). Yes. CC17a (Exc} 28m312024
(l) the •the of enychanges." lil) the eifect ollhe change ott incomeandexpww ¢* assetsandIbill1leS for Ihe ¢urrEnipÈrfod.'and (114 whernprnctiubl¢. the effwtofth¢dwJge th one or 1.5 IAatovlal pwSoryw grrors No rnaterial prlor ar wror have been bJen1 fVK(1 (3.47 FRS 102 SORP). No. Please thsclos•.' amount olthe eorrecdon foreach a¢¢WlhW affK¢od.' and 11) the arnountof the corT8ction al the be#lmilng olthe CC17a (Excdl 2W0312024
Section C Notes to the accounts Note 2 Accounting policiès Please complete this note when first reportsng underFRS2102. Section 35 of FRS102. requirns 3 rnconciliations to be presented, if all are apPIable. 2.1 RECONCILIATION WITH PREVIOUS GENERALLY ACCEPTED ACCOUNTING PRACTICE Please provide a description of the nature of each change In accounting poli¢y Reconcllatlon of funds perprgvlous GAAP to funds deternilned under FRS 102 Start of End of pgriod period Fund balances as previou¥ty 8tated Adjustments." 139,536 208.687 Fund balance as restaled Reconcilation of net income/fnet expenditure) perprevious GAAP to net income/fnet expenditure) under FRS 102 End of peri¢)d Net Incomel{expendlturel as prevlously stated Adjustments.. 69.151 Previous perfod net Incomellexpendlturol as restated 69,151 CC17a (Excell 2610312024
Section C Notes io the accounts Nots2 2.2 INCOME A¢¢ountlng polici 7hJsSlandaiL(lof8cc0UthUj]P5 hésbeen arwtythe dWKyexc6Krftrb)0selKeLI Wo'fKWa". a Ye$ No Nl¥ Yes No Offsettlng pem¥W FRS 102 SORP cFRS 101 No Nla Crtyts and donaUon iw4q¥•metl5.lOto 5.12 FRS1W2 SORP). Yes No the performa are met{5.16 FRS 102 SORPJ Lty•¢les Ye5 No Nla charitycr have rtt Yes NO Nia Tax rqclal on dona15on% iThJ ghle Yes No Nla Ye5 No Nla CoThtr8¢ty01 Incom• and Th15 inthÈ SoFA(Th thethwityha5 r8tsW Yes Nla Ye5 No Nla Ye5 No Nla Yes Nl8 Ye5 Nl¥ Ye5 No Nla fac19¥ Yes No Nla the SOF No Nla Support ¢08ts Yes No Nla Volunt•w hdp es No Wa roya ¥nd diYldhd* be rrnaiutsy e5 No Nla e5 No Nla CC17a {ExL41 2W0312V24
Yes S•W•m•ntof In•uvancv ¢lalms urtena are rnet15 10kn S.12 FRS102 SORP)wbJ as•i rtern Yes Nla InvMtm•n¢yknsaThl los 2.3 EXPENDITURE AND LIABILITIES Uibbltyv•cownhlon a rwisBd Sketykn Ye5 No Nl es Yes No Nla Nla Gr•ntsTrNh p•rtwmanc• Ye5 No Nla Grants payable wftho¥rt reaGalavoj1xffirnthM)L thefulfLllyJiry Tht be Yes No Nla RUndan ¢w¢ Ye5 No Nla Yes No Nla Yes No t¢wxbny dats Yes In•trumpnts 10.7 FRS1W2 SORP. a5pw 11.17 10 11 19. FRS102 SORP. 2.4 ASSETS T•n9lbl* flx•d a¥Mty for ¥OrAKlatl¥¥ u•e by¢harfty Th¥are dILd al Ye5 140 Nla e$ No Nla H•r11 Yes No Nla Yes No Inw¥bMn d ai and the93t lay va lther market aitreal Yes Nla Yes No Nl rogro¥6 Yes No Nla Yes No Wa Ye$ No Nla CC17alExc41 2610312024
uwentsith a Wthan LI*[. T Inclthcash oi dew" and cash Yes No Ye5 No Nia POUCIES ADOPTED ADDITIONAL TO OR DIFFERENT FROM THOSE ABOVE CC17• (Ex) 20io3rL024
Section C Notes to the accounts Icontl Nots3 Analysis of incom¢ d• Tol•lfvrtth Prfowyw Ana Donatlons and l&gacie8: Dcnalion5 and Gift Ajd aues General grants provvjed by governnVOthef charit5 Membetship subscriptions and sponsorships %Ich ar8 in 5ub$tance dorbation5 44.151 Donated oods, laciliti8s and Serv Totsl 44.151 44.151 42.267 ¢h•rftabio Other Total Other trading Other insttute InCc 19.338 25 302 Other Total 19.338 19.338 Income from Inve81rnonts.' Interest income DDiidend income Rental and leasin Other 21 income Totsl 1.195 21 Separate rnaterial ithm Of in¢om•: Funds from ¢bsurt of Wl branch85 83 535 Total 83.535 Other. Convetsk)n of endr•mnt fund5 into incorre Gain on dispesal of a n91b ttted asset hekj for chari '5 ovm use Gain on disposal of 8 programmo lated investment Royallies from the exploilation ol intelkntual Olher Total TOTAL INCOME 148.219 ¢)th•r Inlornuuon: All Incomo In th? prforyear wa¥ •x¢Wfor. Iplthme provid• d•atp0th •rnouThtsl hor• any endowmoth conv•rt•d Inlo Incorno In th• r•portlng p•rkod. glvfrthe r••8oh foiits) ¢onv•rnkn. withln thè Intomo11om8 at)ve lh• fo11rn9 Itqrr a matertal.. Ipl•a$o db8clM• the rthro. arnount*nd any prfor year amounts) CC17a (Excell 10 2W0312024
Section C Notes to the accounts (conti Note 4 Analysls of recelpts of govemmont grants This year Last yaar Descri on Government grant 1 Govèmment grant 2 Govomment grant 3 Other Totsl Please pmvlde details of any unfulfilled condttions and other contlngencies attaching to grants that have been recognised in income. Please glve details of other fomTS of govemment asslsiance from whl¢h the charlty has directly benefited. CC17a IExcell 11 2610V2024
Section C Notes to the accounts Iconti Note 6 Analy5i5 of expenditure fvnds funds Totsl funts PrfQrYr Expenditure on ralslng funds: Incurred $8oking don3b.ons Incurred seeking legacies Incurred seeking grants Operating mernber5hip scheme5 arKI soaal lotteries Staging fttndraising events Fudraising agents Operabng charity shops Oper8tsng a trading ¢(xnpany undertaking nOn<haritae tradiThJ acbv Adverb"sing. matheting. direct mail and Start up costs incurred in generating new source of futsJ income Database development costs Other trading actiwties Investsnent management costs". Portrolio mana ement costs Cost of obtaining investrnent adv Investrnenl adminislral*)n costs Intellectual propety ltinang costs Rent collection, property repaits and maintenance charges Total expendlturn on rdl8lng fun Expendfjture on charfjtablè activities Total expenditurè on eharitrble activibes Totsl expendiknre on ¢harilable actlvltles 79,C68 79.IA8 Soparat• motsrlol btem ol expense Total Total other gxpendrlurg TOTAL EXPENDITURE 79,L 67,565 17a (EX1) 12 2610312024
Section C Notes to the accounts (cont) Note 11 Paid employees Please complete this note if the chartty has any employees. 11.1 Staff Costs This year Last year Salaries and wages Social security costs Pension costs (defined contrfbutlon scheme) Other employee benefits 17,497 17,447 15 1.034 1,062 Total staff costs 18.559 18,496 Please provide details of expenditure on staff working for the charity whose contracts are with and are pald by a related party Please give details of the number of employees whose total employee benefits (excluding employer pension costs) fell within each band of £10,000 fmm £60,000 upwards. If there are no such transactions. please enter true'in the box provided. No employees received employee benefits lexcludlng employer pension costs) for the reporting perlod of more than £60.000 TRUE Band £60,000 to £69,999 £70,000 to £79.999 £80,000 to £89,999 £90.000 to £99,999 £100,000 to £109,999 Number of emplo ees Please provide the total amount paid to key management personnel (includes trustees and senlor management) for their servlces to the charlty 11.2 Average head count in the year The parts of the charity in which the employees work This year Number Last year Number Total CC17a (Excell 13 2610312024
Section C Notes to the accounts (cont) Note 14 Tangible fixed assets Please complete thls note if tho charity has any tangible fixed assets 14.1 Cost or valuation FTgehold land & buildings othor land & buildings Plan¢ machinery and motor vehicles Flxturns. fittings and equipment Total At the beginning of the year Additions 100.319 3.720 104,039 Revalualions Disposals Transfers . At end of the year 100,319 3,720 104,039 14.2 Depre¢latlon and Impainnents -Basi$ SLorRB SLorRB SLorRB RB SLorRB Straight Line I"SL"lor Reducing -i'_IIL-I_J Balan Rate 10% At beginning of the year Disposals 2,916 2.916 DeplatIOn 160 160 Impairment Transfers. At end of the year 3,076 3,076 14.3 Net book value Net book value at the beginning of the year Net book value at the end of the year 100.319 804 101,123 100.319 100,963 14.4 Impairment Please provide a descriptlon ol the events and circumstances that led to the recognition or reversal of an Impaimient loss. CC17a (Excel) 14 2610312024
Section C Notes to the accounts Iconti Nota 18 Stocks Pleas• complete this not• rfthe charlty holds anysto¢k Itwns 18.1 Pleas? the rryIng •mount of stock and work in progT88S anatysfrd betsveen actlvltlos. Stock Donatsd goods Work In pro9feSS For dlstributhon For yal0 For dlstribution For r8sal• Charitable a¢tiviti•s: Opening 18 Expens8d in perfod Impalred Closlng Olhgr tradlng aetlvStles'. Opening Add(Iln p•rfod EYp•ns•dirt p¢rfod lrnpaired ¢loslng Openlng Addedln wlod Expensedln pwlod Imp•ir¢(I C1051ng Total thls year Totsl previgus year 18.2 Plèasa sp8elfy earrylng amount of any stocks pl•dg8d as s•curlty for llabl15•s Note 19 Debtors and pr¢paym•nts Please complete this note rfthe ch•rity has any dèbtors or prepaYMts. 19.1 Analysls of debtorn This year Last year Tradé debtorn Pr•paymnts and a¢CrU Incom• Total 635 635 590 590 CC170 (Ex1 1S 28103r2024
Section C Notes to the accounts Icontl Note 20 Creditors and accruals Please ¢omplete this note Mthe chaiity has any creditorn or acc•1$. 20.1 Analysis of ¢redltord Amounts falling due within one year This year Last year Amounts falling due after more than one year This year Last year Accruals for grants payable Bank loans and overdraft8 Trade creditors Payments received on account for ¢ontracts or perfomiance-related grants Accruals and deferred income 756 Taxatlon and social security Other creditors Totsl 20.2 Deferred income Please complete this nofe rfthe charlty has defén Income. Ploasa explain the reasons why incorn 1$ deferred. Movement In deed income account This year Last year Balance at thè start of the reporting perlod Amounts added in current period Amounts released to income from previous periods Balance at the end of the reporting period Note 24 Cash at bank and in hand This year Last year Short term cash investments {les$ than 3 months matyrity date) Short term deposits Cash at bank and on hand other Total 84,309 19.602 12,928 21,705 10 .63 CC17a (Excel} 16 2610312024