Finance Score: -7

Governance Score: 0

Support Score: 2

Liabilities <10%: +3
Spending falling: -1
Multiple Deficits and declines: -5
Fundraising costs high: -4

Dynamic board: +3
All female board: -3

Grant maker support: +2

Overall GiG Score: -5

THE NATIONAL FEDERATION OF WOMEN'S INSTITUTES OF ENGLAND, WALES, JERSEY, GUERNSEY AND THE ISLE OF MAN

Provides national coordination for the WI organisation; advances the education of women and girls in important local and national political and social issues, music, drama and other cultural subjects, agriculture, crafts, home economics, science, health and social welfare; promotes sustainable development; advances health and advances citizenship by promoting civic responsibility and volunteering.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
This charity has a robust balance sheet
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is completely female

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending
Fundraising costs are extremely high relative to funds raised

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
30/09/23	£3,661	£4,169	£-508	£840	£13,290	£4,602	13.2	40	50
30/09/22	£10,031	£4,384	£5,647	£793	£13,998	£5,459	14.9	45	50
30/09/21	£3,619	£4,544	£-924	£687	£8,419	£6,140	16.2	49	50
30/09/20	£4,867	£6,533	£-1,666	£814	£8,922	£6,614	12.1	80	50
30/09/19	£6,938	£7,257	£-319	£893	£10,467	£7,010	11.6	83	61
30/09/18	£7,489	£7,344	£144	£903	£10,549	£6,903	11.3	91	0
30/09/17	£7,627	£7,367	£260	£1,141	£10,018	£6,331	10.3	89	0
30/09/16	£7,177	£7,084	£93	£1,283	£9,528	£6,059	10.3	92	0
30/09/15	£6,837	£7,286	£-449	£1,479	£9,134	£5,935	9.8	73	0
30/09/14	£6,552	£6,833	£-281	£1,193	£9,516	£6,094	10.7	72	0
30/09/13	£7,444	£6,601	£843	£1,123	£9,621	£6,204	11.3	71	0
30/09/12	£5,933	£6,685	£-752	£1,084	£8,566	£5,229	9.4	69	0
30/09/11	£5,801	£6,163	£-361	£1,105	£8,935	£5,299	10.3	71	0
30/09/10	£7,636	£6,210	£1,426	£1,019	£9,438	£5,412	10.5	70	0
30/09/09	£5,949	£6,760	£-811	£1,050	£7,811	£4,002	7.1	72	0
30/09/08	£5,978	£5,796	£182	£1,252	£8,490	£3,651	7.6	70	0
30/09/07	£4,953	£4,496	£457	£1,289	£9,163	£3,887	10.4	69	0
30/09/06	£3,736	£3,273	£462	£0	£0	£0	n/a	0	0
30/09/05	£3,586	£2,795	£791	£0	£0	£0	n/a	0	0
30/09/04	£3,022	£2,886	£135	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 35.9%
Fundraising Costs/Total Spending: 20.1%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 5%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 35%
Reserves/Spending: 13.2 months
Net Current Assets/Spending: 25 months
Quick Ratio: 2.6

Asset Split ?

Established: 34 years

www.thewi.org.uk

fd@nfwi.org.uk

02073719300

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for females

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups

Who works here?

40 employees
50 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 Hearts of Halton WI
£1,335	21/10/2023	We'd like IT equipment to prevent our members being socially isolated and lonely. We would use the equipment to teach new skills, strengthen relationships, and to join meetings remotely.
Co-Operative Group - Grant to Weelsby WI Allotment Group
£1,683	21/10/2023	We would like to buy seeds and compost to continue growing fresh produce. We also need lightweight garden tools and more raised beds to make the plot easier to maintain for the less able-bodied.
National Lottery Heritage Fund - Grant to Glyndyfrdwy WI
£7,300	10/11/2020	#15 Ein Neuadd, Ein Stori \| Our Hall, Our Story
Co-Operative Group - Grant to Widdrington Station and Stobswood Women's Institutes
£2,502	29/11/2017	We would like to run a FREE 'Self-Protection Workshop' for ALL women living in Widdrington Station and Stobswood.
National Lottery Heritage Fund - Grant to Pershore WI
£10,000	28/06/2015	Pershore WI: food and craft on the Home Front during World War One

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 9/11 persons

Age Range of Trustees: 52-77

JERYL STONE Appointed: 2017, Occupation: Not Applicable

ANGELA JANE LEACH Appointed: 2022, Occupation: None

JILL RUNDLE Appointed: 2023, Occupation: Retired

PAMELA BEEDAN Appointed: 2021, Occupation: Retired

TRACY BAKER Appointed: 2021, Occupation: Teacher

ANN MARGARET JONES Appointed: 2013, Occupation: Farmer

ANNA MITCHELL Appointed: 2022, Occupation: Retired, Other trusteeship: EAST YORKSHIRE FEDERATION OF WOMENS INSTITUTES,

CHRISTINE BOOTH Appointed: 2019, Occupation: Teacher

HILARY RUTH HAWORTH Appointed: 2017, Occupation: Music Teacher

PAULA PIERCE Appointed: 2021, Occupation: Trustee

YVONNE EUNICE PRICE Appointed: 2017, Occupation: Not Applicable

Legal constitution

Charitable company registered in England & Wales on 27/07/1990, number: 803793
Registered at Companies House on 03/07/1990, number: 02517690

Gift Aid

Registered with HMRC for Gift Aid

Event History

02/11/2017 - Asset transfer in from WOMEN MAKING A DIFFERENCE
14/12/2019 - Asset transfer in from CAGE GREEN WOMEN'S INSTITUTE
10/02/2021 - Asset transfer in from SCALBY AND NEWBY WOMEN'S INSTITUTE
19/07/2021 - Asset transfer in from WOLSTONBURY WOMEN'S INSTITUTE
20/08/2021 - Asset transfer in from FRENCHAY WOMEN'S INSTITUTE
19/11/2021 - Asset transfer in from HERRIARD & LASHAM WITH BENTWORTH W I
14/02/2022 - Asset transfer in from STAINTON AND STREATLAM WOMEN'S INSTITUTE
08/08/2022 - Asset transfer in from NORTHFLEET PERRY STREET WOMENS INSTITUTE
Linked charity: DENMAN COLLEGE

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Recent reorganisation events:

Asset transfer in from CAGE GREEN WOMEN'S INSTITUTE on 14/12/2019
Asset transfer in from SCALBY AND NEWBY WOMEN'S INSTITUTE on 10/02/2021
Asset transfer in from WOLSTONBURY WOMEN'S INSTITUTE on 19/07/2021
Asset transfer in from FRENCHAY WOMEN'S INSTITUTE on 20/08/2021

....more

Main office

N F W I
104 New Kings Road
LONDON
SW6 4LY

Objectives

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.

Defined Area of Benefit:

NOT DEFINED

Data Sources