Finance Score: -4

Governance Score: -3

Support Score: 4

Spending falling: -1
Volatile income: -3
No PartB

All female board: -3

Large volunteers +3
Grant maker support: +1

Overall GiG Score: -3

DYFED CAERFYRDDIN FEDERATION OF WOMEN'S INSTITUTES

education of women in public affairs, leisure activities andallaspects of .crafts

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

The Board is completely female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

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
30/09/22		£75	£74	£1	n/a	n/a	n/a	n/a	n/a	24
30/09/21		£86	£81	£4	n/a	n/a	n/a	n/a	n/a	24
30/09/20		£84	£88	£-5	n/a	n/a	n/a	n/a	n/a	28
30/09/19	*	£129	£154	£-24	n/a	n/a	n/a	n/a	n/a	28
30/09/18		£141	£123	£18	£0	£0	£0	n/a	0	35
30/09/17		£119	£122	£-3	£0	£0	£0	n/a	0	0
30/09/16		£129	£122	£6	£0	£0	£0	n/a	0	0
30/09/15		£131	£126	£5	£0	£0	£0	n/a	0	0
30/09/14		£117	£118	£-1	£0	£0	£0	n/a	0	0
30/09/13		£97	£99	£-2	£0	£0	£0	n/a	0	0
30/09/12		£107	£120	£-13	£0	£0	£0	n/a	0	0
30/09/11	*	£111	£93	£17	£0	£0	£0	n/a	0	0
30/09/10	*	£76	£75	£1	£0	£0	£0	n/a	0	0
30/09/09		£74	£74	£0	£0	£0	£0	n/a	0	0
30/09/08		£74	£74	£0	£0	£0	£0	n/a	0	0
30/09/07	*	£74	£76	£-1	£0	£0	£0	n/a	0	0
30/09/06		£80	£84	£-4	£0	£0	£0	n/a	0	0
30/09/05		£76	£72	£3	£0	£0	£0	n/a	0	0
30/09/04		£57	£61	£-4	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 60 years

www.sirgarcarmarthenshire.co.uk

wicarmarthen@gmail.com

01267235972

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Services for females

How it operates

Provides buildings/facilities/open space
Provides human resources

Where it operates

Carmarthenshire,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
24 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Pembrey & Burry Port WI
£3,166	15/11/2019	We want to buy a laptop, DVD player and projector to give helpful, varied and informative presentations to our members.
National Lottery Community Fund - Spring Fair/ Healthy Eating
£3,904	02/02/2017 12	Sir Gar Carmarthenshire Federation of Women's Institute in Carmarthen will use the grant to promote social inclusion and provide the opportunity to learn new skills. This grant for Â£3,904 will ....more Sir Gar Carmarthenshire Federation of Women's Institute in Carmarthen will use the grant to promote social inclusion and provide the opportunity to learn new skills. This grant for Â£3,904 will fund venue hire, demonstrator fees, advertising costs, cooking equipment, two laptops, a visualiser, and an audio sound system.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 10/12 persons

ELMA PHILLIPS Appointed: 2017

OLAVE NEMA EDWARDS Appointed: 2015

ANNE MARGARET HALBORG (Chair) Appointed: 2013

CHRISTINE HANNAH WHEELER - JONES Appointed: 2019

DR YVONNE HOWARD-BUNT Appointed: 2021

ELIZABETH MARY DAVIES Appointed: 2019

HARRIET DOREEN MARTIN Appointed: 2019

HELEN VERONICA HERBERT Appointed: 2021

JOYCE KIRKWOOD Appointed: 2012

JENNIFER DAWN WEBB Appointed: 2015, Other trusteeship: NANTYGROES WOMEN'S INSTITUTE,

REV VICTORIA ANNE HACKETT Appointed: 2016, Other trusteeship: CADWYN TEIFI,

SANDRA JOY SEWARD Appointed: 2017, Other trusteeship: LLANDDAROG AND DISTRICT WOMEN'S INSTITUTE,

Legal constitution

Charity registered in England & Wales on 08/04/1964, number: 232774

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

19 returns made; AR19: 77 days late, AR11: 36 days late, AR10: 137 days late, AR07: 37 days late,

Recent reorganisation events:

Asset transfer in from LLANWINIO WOMEN'S INSTITUTION on 22/08/2023

Main office

11 ST. PETERS STREET
CARMARTHEN
CARMARTHENSHIRE
SA31 1LN

Objectives

THE OBJECTS OF THE FEDERATION ARE TO FURTHER THE PURPOSES OF THE WOMEN’S INSTITUTE ORGANISATION IN THE FORMER COUNTY OF CARMARTHENSHIRE AND ELSEWHERE.

Defined Area of Benefit:

FORMER COUNTY OF CARMARTHENSHIRE

Data Sources