$¢otti8h Charity Number SC026428 SCOTTISH WOMEN'S INSTITUTES PERTH & KINROSS FEDERATION "KNOWN AS" SWI PERTH & KINROSS FEDERATION EXECUTIVE COMMirrEE'S REPORT AND ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2025 COLIN CRAWFORD ASSOCIATES LTD
SCOTISH WOMEN'S INSTITUTES PERTH & KINROSS FEDERATION "KNOWN AS" SWI PERTH & KINROSS FEDERATION CHARITY INFORMATION Executlve Commltte• Scottish charlty numb•r SC026428 Addre88 Newbigging Famihou8e Fowlis Wester Crieff PH7 3NW Independent Examlner In ra ssocia es 53 Turretbank Drive Crieff PH7 4LW
SCOTTISH WOMEN'S INSTITUTES PERTH & KINROSS FEDERATION "KNOWN AS" SWI PERTH & KINROSS FEDERATION CONTENTS Page Executive committee's report Independent examiner's report Recelpts and payments account statemenl of balances Notes lo the accounts 9- 11
SCOTTISH WOMENS INSTITUTES PERTH & KINROSS FEDERATION "KNOWN AS" SWI PERTH & KINROSS FEDERATION EXECUTIVE COMMITTEE'S REPORT FOR YEAR ENDED 31 MARCH 2025 The Executive Committee present Iheir Report and Accounts for the year ended 31 March 2025. Structuro. Govèrnance and Management The SWI is a charitable unincorporated assoclation. and the purposes and administration arrangem8nts are sél out In our CDnstitution. Perlh & Kinross Federation operate within the main operating body in Edinburgh. We have 30 institules split geographically into groups, of which there are 6. The Executlve Committee who are also Ihe twstees, who served during the year, w8r8 as foll¢)W8: ReGrultment and Appolntment of Trustees The Executive Committee are the Charity Trustees who are appolntad by the m8mbers al general meetings held Ihroughout the year. ObJ•ctives and Activitios Our purposes, as recorded in our constitution, are to advan¢e thg education and training of women, who are mernbers, who live and work in the country. orare interested in country life, in home skills, family welfare and citlZ8n8hip. Our purposes also include the promotion of the preservation and development of Scotland's traditions. rural heritage and culture.
SCOTTISH WOMEN'S INSTITUTES PERTH & KINROSS FEDERATION "KNOWN AS" SWI PERTH & KINROSS FEDERATION EXECUTIVE COMMITTEE'S REPORT CONT'D FOR YEAR ENDED 31 MARCH 2025 Objectlves and Actlvltlos (Contlnued) We usually hold fund raislng events throughout the year- a Federation Show when members compte In Home Skills, Handlcrafts and Floral Art competition. Quiz. The member8 also Mpete in various sports - walklng netball 8nd ruralymplcs, with the winnlng teams representing Perth and Kinross at the national finals. We have a subcommittèe. The Skills and Events Commlttee which promoles the preservation of Scolland's Iradition and heritage and the education and training in home skllls, rural domèstic economy, family welfare and cltlzenshlp. Junlor Dlppers attend meetlngs every month Whe they partlcipate In many crafts In the hop8 they will cary on th8 skills and mosl of all joined the organisation when they come of age. Achl•v•m•nt8 and P•rformanc• In June we attended the Annual Area Lunch where member8 got together with members from Flf8 & SCWP Federations. A fun quiz was held in June lo help Gover costs of sporting competltions, We had a stand at Perth Show to promot8 th8 SWI & encourage new members. We held a very SUCC88sful Feder8tlon Show In October wllh Ihe 8chedul8 belng carrled forw8rd from the previous year after that Show havlng lo bg cancelled dve to we8ther condltion8. No maln fundralsing event was held thls year as It wa8 lelt the Feder8llon Show had ra18ed enough funds. Junlor Dlppers have contlnued to meet every month, partlclpatlng on dlff8rent cr8fts, belng demonslraled malnly by our own members. Walking Netball h88 continued to be popular & meet twice a month, enjoying each other's company & keeping fit. The Ex8cullve conlinues to meet over zoom. k8eping the c08t of tr8vel & h811 hlre to 8 minimum. F5nan¢lal Revl•w Excess funds are deposlted in Fixed Tenn Dep081t accounts and are rolled over on maturlty, accumulatlng a small amount of interest. One matures every six months 8nd the other, from whlch we receive annual Interest into the current account. every two years. A levy of £5 was collected from each member. y Order of the Executive Commitlee Treasurer 15 April 2025
scorrisH WOMEN'S INSTITUTES PERTH & KINROSS FEDERATION "KNOWN AS" SWI PERTH & KINROSS FEDERATION INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE SCOTTISH WOMEN'S INSTITUTES PERTH & KINROSS FEDERATION I report on the Accourbts of the Federation for the year ended 31 March 2025 which ara sel out on pages 4 to 8. This report is made to the trustees. as a body. in accordance wlth the terms of my engagement. My work has been undertaken to enable me to report rny opinion 8et out b61ow and for no other purpose, To the fullest extenl permitted by law I do not a¢pt or assumè rèsponslblllty io anyone other than tho trustees. as a body. for my work or this report. Ro8POCtlv0 re8pon8lbllltles of trustees and examln•r Th8 Fedeialion's Trust8es are responsible for the preparation of the Accounts in accordance With lh8 lerms of the Charltles and Trustee Investrnent (Scotland) Act 2005 and the Charities Accounts (Scotlandl Regulatlons 2008 {as amended). The Federation's Trustees conslder that the audit requirement of Ragulation 10{1) (d) of thé Accounts Regulalion5 does nol apply. It is my responslbility to examlne the Accounts as required under Section 44(1)1¢) of thé Act and to stale whether particular mailers have come lo my attenlion. Ba$1$ of Ind•p•ndont oxamln•r'• gtat•m•nt My examination is carrled out in accordance wlth Regulatlon 11 of the Charities Accounls (Scotland) Regulallon5 2006 (as amended). An examinatlon includes a review of the accounting records kept by the Federalion and a comp8rlson of the Accounts presenled with those records. It also include8 conslderallon of any unusual items or disclosures In the Accounts, and seeks 8xplanation8 from th8 trustees concerning any such matters. The procedures undertaken do not provide all the evldence thal would be requred in an audit, and consèquently I do not expross an audit opinion on the accounts. Indep•ndont •xamlnor'8 8tatem•nt In the cour89 ol my •xamination, no matter has come to my attention. whlch gives mé reasonable cause to believe that In any material respect the requirements., to keep accounting records In a¢cordance wlth Section 44(1) {a} of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations, and to prepare Accounts which accord w ith the accovnting records and comply wilh Regulation 9 of the2006 Accounts Regulations have not been rnet, or towhlch, in my¢pinion. allenlian should bedrawn In orderlo en8blea proper understanding of thé Accounts lo be r8ached. r8wford Associales Ltd. 53 Turretbank Drive Crieff PH7 4LW PH2 8JE 23 May 2025
SCOTTISH WOMEN'S INSTITUTES PERTH & KINROSS FEDERATION "KNOWN AS" SWI PERTH & KINROSS FEDERATION RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 31 MARCH 2025 Total 2025 Total 2024 Note RECEIPTS Membersh* subscroions Fundralskng Sales Investment Incorne Othèr ncomè Total Incom• 19.890 1,324 1,476 1.150 22,715 318 PAYMENTS Cost crf generating funds - purchases CharStable aCtlI18S Governanca Costs - Independ8nt Ex8min8tioner Fee 48 22,721 728 23.786 758 Total Expgndllur• N•t Surp91{dle1t) for y•ar ALL FUNDS ARE UNRESTRICTED
SCOTTISH WOMEN'S INSTITUTES PERTH & KINROSS FEDERATION "KNOWN AS" SWI PERTH & KINROSS FEDERATION STATEMENT OF BALANCES AS AT 31 MARCH 2025 Total 2025 Total 2024 Note Cash Funds Balance at slart of the year surplus {defi¢it) for year 71,694 544 67.094 4,600 Balances at end of year Stock• Goods Statnery 131 130 299 343 Total slock 261 Llobllttl•¥ Moni8s hekj on beha of closed Instkntes Accruals 1.469 1,469 725 Tolal Li•blllll•• Approved by the ExecutNe Ct)rnmlttee and stgned on Ihalr bèha
SCOTTISH WOMEN'S INSTITUTES PERTH & KINROSS FEDERATION "KNOWN AS" SWI PERTH & KINROSS FEDERATION NOTES TO ACCOUNTS AS AT 31 MARCH 2025 Accounting principl•• Thè accounts havé béÉn préwed on 8 recélpts and PAYTh($ $12 and compty wtth Tho CfrwMi88 counts (Scotland} Regulatlons 2006. Al cl The Federaln,$ funds are LWbrestricl•J. 2025 2024 Fundralilng Rafflès 781 Quiz NwJht 2024 Other- Tombola 389 154 Sal•• Calendars and (*arias Federal Show sgles Slalb)nery 727 685 othor kncome Federalion Craft class 150 C8rs8 group nel BwpIu8 Bkirgowrte Group net surp8 Earn Valley groLP net surplus Junior Dippers 8urplus (cludeS Grant Aw8rd} Khross Group Show nel surplus Caknders And dari8s Donaibns 13 187 107 237 &36 375 308 316 35 58 18 Area Lun 125 Miscellaneous incom8 573 2,756 105 Sport Incon - Walki nelb811 Penn$ for Frl8nd3hlp JbkKy and comnMJnt8thJns Rock chor Concgrt Sports InCC - Ten pln b)wlr RUramp$ Total Income 51 211 281 253 244 178
SCOTTISH WOMEN'S INSTITUTES PERTH & KINROSS FEDERATION "KNOWN AS" SWI PERTH & KINROSS FEDERATION NOTES TO ACCOUNTS AS AT 31 MARCH 2025 2025 2024 Cost of g•n•rntlng funds Cos1 of purchases - Calendars & tharTe5 Gog1 of gen8raM9 funds 798 61 Ch4flt•bl• actlvftl Central i)ffke kn¥y Rental of storag8 unk Honorarlum Engravkno TravglhrKJ 8 other expons FederatK)n meeliig costs Fashbn show net deflctt 15,945 2,597 2,000 302 15,410 3,817 2.000 116 427 101 79 Perlh Show net d6li 146 Perth Show 81arKI Hall rental Sundry expenses Srx)rt oxpon988- Irrtloor bowkn Sport 8xpfjnye8- Wglking nelball Sport expenseg . Go Rur*mplcs Carse 0Up net d8ficll Athgl group nol dgfiGbt Housewfves ed Handtrth Cornmlltee not defkh l(knros8 group n61 deftlt Khiross Show n8l dth Slr8th8arn group deft Tay Valky group dekli Poslage. Statnary and tol•phone 8uld and Fk)ral art Show Gwts 150 83 125 519 ss 40 55 426 17 252 50 120 121 11 Bank charges Total Gharltabla cost•
scorTISH WOMEN'S INSTITUTES PERTH & KINROSS FEDERATION "KNOWN AS" SWI PERTH & KINROSS FEDERATION NOTES TO AccoUrS AS AT 31 MARCH 2025 Ex•cutlv• Commltti•'8 expen8 The accounts have been Pwjarad on a rocaipts and paymeni8 bas and ¢OmFty wth The ChAriti88 LGounts {S¢olland) ReguL9tkn8 2006. Th8 fonowng rnember of Ihe Exe¢utlve committee received Honor8rim8 durk¥ Ihe year £2,000. The folk)wlng membr8 of the Executi¥e commillee received travelliig expenses and refLmd8 of oether costs dur9 the year £116. Al of The Fed8ratkn's funds are unre81rkled. 2025 2024 Fundi held In Bank and ca$h Treaswerfs Account Federion m88thw &urplu8 Hou88wives & HarKllcrafts conmrrttoe aeeount Athol group Blairgowrb group Carse group Earn Valty group Kknross group Klnross SIK)w Strathearn group Tey Vol&y group B8n9 adiuslm8nt- cash ra.alIattOd to group fd$ Total Incofflo 13.700 so,coo 3,621 12.342 50.000 3,873 426 2.634 398 902 2,447 406 795 508 268 200 318 890 207 260 263
APPENDIX 1 OSCR Period start date Month Year 2024 Period end date Month Yeor 03 2025 Da 01 Oa 31 From To Scottish Chanty Regulator Office of the Scottish Charity Regulator Reference and administration details Charity name other names charity is known by Registered charity number Charity's principal address Scottish Women's Institutes Perth & Kinross Federation "known as" SWI Perth & Kinross SWI SC026428 Newbigging Farmhouse Fowlis Wester Crieff Postcode PH7 3NW Names of the charity trustees on date of approval of Trustees, Annual Report Trustee name Office (rf any) Dates acted if not for whole year Name of person (or body) entitled to appoinl trustee (if anyj President Vice - President Treasurer Secretary 10 11 12 13 14 15 16 17 18 19 20
APPENDIX 1 Reference and administration details Names of all other charity trustees during the period. if any. (for example, those who resigned parl way through the financial period) Name Dates acted rf not for whole year Structure, governance and management Type of governing document The SWI is a charitsble unincorporated association. and the purposes and administration aangeMentS are set out in our Constitution. We operate within the main offering body in Edinburgh. We have 30 Institutes split geographically into 4 areas. Trustee recruiknent and appointment The ExecLrtive Committee are the charity trustees who are appointed by the members at the Annual General meetings held throughout the year. Objectives and activities Charitable purposes Our purposes as recorded in our constitution, are to advance the education and training of women, who are members, who live and work in the country or are interested in country life, in home skills, family welfare and citizenship. Also to promote the preservation and development of Scotland's tradits'on, rural herrtage and culture. Summary of the main activities in relation to these objects We hold various fund-raising events and meetings throughout the year, a Federation Show when members compete in Home Skills, Handcrafts and Floral Art competition and also an annual Quiz. Members also compete in various sports- Golf, outdoor b0Ing, walking netball and ruralympics, with the winning teams representing Perth & Kinross at national finals. We have sub committees.. (1) Skills & Events, which promotes the preservation of Scotland's tradition & heritage and the education & training in Homeskills ,Handcrafts and citizenship.
APPENDIX 1 Achievements and performance Summary of the main achievements of the charity during the financial period In June many members joined ladies from Fife and SCWP Federations at the annual Area Lunch this year hosted by Fife. A fun Quiz was held ts'n June to raise funds to cover costs of sporting competitions. A stall was held at Perth Show to promote the SWI & encourage new members. A very successful Federation Show was held in October along with a Coffee Morning for the local residents. We did not hold a big fvndraiser this year as it was felt that the show had raised enough funds. Junior Dippers have continued to meet monthly , participating in different crafts, being demonstrated mainly by members. Walking Netball has continued IIce a month, with members enjoying each others company & keeping fit. The executive continues to meet over zoom, keeping the cost of travel & hall hire to a minimum. Financial review Brief statement of the charity's policy on reserves Excess funds are deposited in Fixed Temi deposils and are rolled over on maturity, accumulating a small amount of interest. One matures every 6 months and the other , from which we receive annual interest into the account, every 2 years. A levy of £5 was collected from each member. Details of any deficit Donated facilities and services (if any)
APPENDIX 1 Other optional information Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signature(s) OSCR wlll accept dlgltal or typed slgnatures Full name{s) Position (e.g. Chair) reasurer Date 17111125