Finance Score: 0

Governance Score: -4

Support Score: 7

No PartB

No volunteer policy: -2
No conflicts policy: -1
Mainly female board: -1

Large volunteers +5
Overall weighted support: +2

Overall GiG Score: 3

TRIMSARAN WOMEN'S INSTITUTE

A branch of the Womens Institute holding monthly meetings for local women.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers
This charity is based in an area of high deprivation

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
The Board is predominantly female
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/10/23		£12	£6	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/10/22		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/10/21	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/10/20		£2	£2	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/10/19		£5	£5	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/10/18	*	£5	£4	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/10/17		£5	£4	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/10/16		£6	£7	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/10/15		£11	£6	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/10/14	*	£4	£3	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/10/13		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/10/12		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/10/11		£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/10/10		£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/10/09		£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/10/08		£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/10/07	*	£2	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/10/06		£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/10/05		£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/10/04		£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 31 years

01554810701

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
General Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Other charitable activities

Where it operates

Carmarthenshire,

This charity is based in an area of high deprivation

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who supports 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
National Lottery Heritage Fund - Grant to Trimsaran Women's Institute
£9,064	07/03/2023	Trimsaran Commemorations and Celebrations

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

AMARYLLIS MOIRA STOCK

AMANDA JANE NOBEL (Chair) Appointed: 2023

DR KIM VANESSA BROOM Appointed: 2022

GWENDA MAIR FRATER Appointed: 2022

MERYL GRAVELL Appointed: 2022

Legal constitution

Charity registered in England & Wales on 28/02/1994, number: 1033946

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Social media policy and procedures

Filing Record

20 returns made; AR21: 44 days late, AR18: 125 days late, AR14: 144 days late, AR07: 31 days late,

Main office

Trimsaran Multipurpose Hall
Heol Llanelli
Trimsaran
KIDWELLY
Dyfed
SA17 4AA

Objectives

THE MAIN PURPOSE OF THE WOMEN'S INSTITUTE ORGANISATION ARE TO ENABLE WOMEN WHO ARE INTERESTED IN ISSUES ASSOCIATED WITH RURAL LIFE, INCLUDING ARTS, CRAFTS AND SCIENCES, TO IMPROVE AND DEVELOP CONDITIONS OF RURAL LIFE, TO ADVANCE THEIR EDUCATION IN CITIZENSHIP, IN PUBLIC QUESTIONS BOTH NATIONAL AND INTERNATIONAL, IN MUSIC, DRAMA AND OTHER CULTURAL SUBJECTS AND IN ALL BRANCHES OF AGRICULTURE, HANDICRAFTS, HOME ECONOMICS, HEALTH AND SOCIAL WELFARE. IT SEEKS TO GIVE WOMEN THE OPPORTUNITY OF WORKING TOGETHER THROUGH THE WOMEN'S INSTITUTE ORGANISATION, AND OF PUTTING INTO PRACTICE THOSE IDEALS FOR WHICH IT STANDS.

Defined Area of Benefit:

NOT DEFINED