Finance Score: -7

Governance Score: -3

Support Score: 3

Accounts filed more than 5 days late: -2 times
Spending falling: -1
but now stabilising: +1
Multiple Deficits and declines: -5
No PartB

All female board: -3

Gov Income
Grant maker support: +3

Overall GiG Score: -7

THE POWYS MONTGOMERY FEDERATION OF WOMEN'S INSTITUTES CIO

Our organisation seeks to give women in Montgomeryshire the opportunity of working together through the Women's Institute organisation in their communities, of developing their capacity and skills, and of putting into practice those ideals of fellowship, truth, tolerance and justice for which the Women's Institiute organisation stands -

Analysis by Giving is Great

Positives:

The charity has received Government grants

Regulatory & Governance issues to consider:

The Board is completely female

Financial issues to consider:

This Charity has changed registration and some of the financial and donation history pertains to the previous entity
A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/23		£32	£39	£-6	n/a	n/a	n/a	n/a	n/a	0
30/06/22		£21	£24	£-3	n/a	n/a	n/a	n/a	n/a	500
30/06/21		£20	£23	£-3	n/a	n/a	n/a	n/a	n/a	600
30/06/20	*	£37	£27	£10	n/a	n/a	n/a	n/a	n/a	614
30/06/19	*	£49	£53	£-4	n/a	n/a	n/a	n/a	n/a	674
30/06/18		£49	£46	£3	£0	£0	£0	n/a	0	0
30/06/17		£44	£42	£2	£0	£0	£0	n/a	0	0
30/06/16		£49	£55	£-6	£0	£0	£0	n/a	0	0
30/06/15		£71	£67	£4	£0	£0	£0	n/a	0	0
30/06/14		£42	£40	£2	£0	£0	£0	n/a	0	0
30/06/13		£49	£50	£-1	£0	£0	£0	n/a	0	0
30/06/12		£44	£43	£2	£0	£0	£0	n/a	0	0
30/06/11		£50	£69	£-19	£0	£0	£0	n/a	0	0
30/06/10		£71	£80	£-9	£0	£0	£0	n/a	0	0
30/06/09		£67	£53	£14	£0	£0	£0	n/a	0	0
30/06/08	*	£68	£64	£4	£0	£0	£0	n/a	0	0
30/06/07		£54	£51	£3	£0	£0	£0	n/a	0	0
30/06/06		£50	£46	£5	£0	£0	£0	n/a	0	0
30/06/05		£77	£74	£4	£0	£0	£0	n/a	0	0
30/06/04		£31	£26	£4	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 2 years

info@pmfwi.org.uk

01686630632

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

How it operates

Acts as an umbrella or resource body

Where it operates

Throughout Wales,

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

ELERI ASHFORD ROBERTS Appointed: 2022, Other trusteeship: CANOLFAN PENNANT,

GERALDINE RUSSELL-JONES (Chair) Appointed: 2022

HELEN BAKER Appointed: 2023

JANET ELIZABETH HUGHES Appointed: 2022

LISA HAMER Appointed: 2022

MANDY CONWELL Appointed: 2022

PAMELA MARY ADCOCK Appointed: 2022

RUTH SHARON HESKETH Appointed: 2022

SUSAN FRANKLAND MINIKEN Appointed: 2022

MARGARET IALWEN JONES Appointed: 2022, Other trusteeship: WAR MEMORIAL HALL, TREFEGLWYS,

Legal constitution

Charity registered in England & Wales on 10/05/2022, number: 1198900

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR20: 18 days late, AR19: 172 days late, AR08: 40 days late,

Recent reorganisation events:

Asset transfer in from POWYS MONTGOMERYSHIRE FEDERATION OF WOMEN'S INSTITUTES on 20/04/2023

Main office

ABERMULE COMMUNITY CENTRE
ABERMULE
MONTGOMERY
PMFWI
COMMUNITY CENTRE
SY15 6ND

Objectives

3.1 THE OBJECTS OF THE FEDERATION ARE TO FURTHER THE PURPOSES OF THE WOMEN’S INSTITUTE MOVEMENT IN POWYS MONTGOMERY AND ELSEWHERE. 3.2 THE MAIN PURPOSES OF THE WOMEN’S INSTITUTE ORGANISATION ARE:(A)TO ADVANCE THE EDUCATION OF WOMEN AND GIRLS FOR THE PUBLIC BENEFIT IN ALL AREAS INCLUDING (WITHOUT LIMITATION): I. LOCAL, NATIONAL AND INTERNATIONAL ISSUES OF POLITICAL AND SOCIAL IMPORTANCE; II. MUSIC, DRAMA AND OTHER CULTURAL SUBJECTS; AND III. ALL BRANCHES OF AGRICULTURE, CRAFTS, HOME ECONOMICS, SCIENCE, HEALTH AND SOCIAL WELFARE; (B)TO PROMOTE SUSTAINABLE DEVELOPMENT FOR THE PUBLIC BENEFIT BY: I. EDUCATING PEOPLE IN THE PRESERVATION, CONSERVATION AND PROTECTION OF THE ENVIRONMENT AND THE PRUDENT USE OF NATURAL RESOURCES; AND II. PROMOTING SUSTAINABLE MEANS OF ACHIEVING ECONOMIC GROWTH AND REGENERATION; (C) TO ADVANCE HEALTH FOR THE PUBLIC BENEFIT; AND (D) TO ADVANCE CITIZENSHIP FOR THE PUBLIC BENEFIT BY THE PROMOTION OF CIVIC RESPONSIBILITY AND VOLUNTEERING. 3.3 IN CLAUSE 3.2 “SUSTAINABLE DEVELOPMENT” MEANS DEVELOPMENT WHICH MEETS THE NEEDS OF THE PRESENT GENERATION WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR NEEDS. 3.4 THE WOMEN’S INSTITUTE ORGANISATION SEEKS TO GIVE WOMEN THE OPPORTUNITY OF WORKING TOGETHER THROUGH THE WOMEN’S INSTITUTE ORGANISATION IN THEIR COMMUNITIES, OF DEVELOPING THEIR CAPACITY AND SKILLS, AND OF PUTTING INTO PRACTICE THOSE IDEALS FOR WHICH THE WOMEN’S INSTITUTE ORGANISATION STANDS.

Data Sources