CUMBRIA-WESTMORLAND FEDERATION OF WOMEN'S INSTITUTES — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 16 March 1965
Removed: Not supplied
Financial period: 1 October 2024 – 30 September 2025
Latest income: £52,064
Latest expenditure: £61,444
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Cumbria Westmorland WI Federation, Kendal House, Murley Moss Business Park, Oxenholme Road, Kendal, LA9 7RL

Website recorded by the regulator: www.cwfwi.org (displayed as text)

02 Activities

What the charity does

Education and training both at our head office and out in the community. Organising courses, cultural and leisure events, campaigning on environmental issues.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 October 2024
Fin Period End Date: 30 September 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 July 2026
Date Annual Return Received: 17 April 2026
Date Accounts Received: 17 April 2026
Total Gross Income: £52,064
Total Gross Expenditure: £61,444

Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 July 2025
Date Annual Return Received: 17 July 2025
Date Accounts Received: 17 July 2025
Total Gross Income: £44,216
Total Gross Expenditure: £50,276

Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 July 2024
Date Annual Return Received: 30 July 2024
Date Accounts Received: 30 July 2024
Total Gross Income: £48,997
Total Gross Expenditure: £44,017

Fin Period Start Date: 1 June 2021
Fin Period End Date: 30 September 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 July 2023
Date Annual Return Received: 5 July 2023
Date Accounts Received: 5 July 2023
Total Gross Income: £53,607
Total Gross Expenditure: £57,323

Fin Period Start Date: 1 June 2020
Fin Period End Date: 31 May 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 March 2022
Date Annual Return Received: 15 March 2022
Date Accounts Received: 15 March 2022
Total Gross Income: £37,250
Total Gross Expenditure: £44,179

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 October 2024
Fin Period End Date: 30 September 2025
Ar Due Date: 30 July 2026
Ar Received Date: 17 April 2026
Total Gross Income: £52,064
Total Gross Expenditure: £61,444
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 20

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Due Date: 30 July 2025
Ar Received Date: 17 July 2025
Total Gross Income: £44,216
Total Gross Expenditure: £50,276
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 20

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Due Date: 30 July 2024
Ar Received Date: 30 July 2024
Total Gross Income: £48,997
Total Gross Expenditure: £44,017
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 12

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 June 2021
Fin Period End Date: 30 September 2022
Ar Due Date: 30 July 2023
Ar Received Date: 5 July 2023
Total Gross Income: £53,607
Total Gross Expenditure: £57,323
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 June 2020
Fin Period End Date: 31 May 2021
Ar Due Date: 31 March 2022
Ar Received Date: 15 March 2022
Total Gross Income: £37,250
Total Gross Expenditure: £44,179
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Cumbria
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 110
Classification Type: What
Classification Description: Amateur Sport

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 102
Classification Type: What
Classification Description: Education/training

07 Official extract

Charity Event History

Charity Name: CUMBRIA-WESTMORLAND FEDERATION OF WOMEN'S INSTITUTES
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2021-06-09T00:00:00
Reason: Funds transferred (gi)
Assoc Organisation Number: 518937
Assoc Registered Charity Number: 518937
Assoc Charity Name: ALLITHWAITE AND CARTMEL WOMEN'S INSTITUTE

Charity Name: CUMBRIA-WESTMORLAND FEDERATION OF WOMEN'S INSTITUTES
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2025-05-15T00:00:00
Reason: Ceased to exist
Assoc Organisation Number: 1053396
Assoc Registered Charity Number: 1053396
Assoc Charity Name: KENTMERE WOMEN'S INSTITUTE

Charity Name: CUMBRIA-WESTMORLAND FEDERATION OF WOMEN'S INSTITUTES
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1965-03-16T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: MODEL CONSTITUTION AND RULES AS AMENDED ON 04 JUN 2025
Charitable Objects: THE OBJECTS OF THE FEDERATION ARE TO FURTHER THE PURPOSES OF THE WOMEN'S INSTITUTE ORGANISATION IN CUMBRIA-WESTMORLAND AND ELSEWHERE.
Area Of Benefit: FORMER COUNTY OF WESTMORLAND.

09 Official extract

Charity Other Names

Charity Name Id: 201943
Charity Name Type: Previous name
Charity Name: WESTMORLAND FEDERATION OF WOMEN'S INSTITUTES

Charity Name Id: 201933
Charity Name Type: Working name
Charity Name: CUMBRIA-WESTMORLAND FEDERATION W I

10 Official extract

Charity Policy

Policy Name: Social media policy and procedures

Policy Name: Complaints handling

Policy Name: Conflicting interests

Policy Name: Safeguarding policy and procedures

Policy Name: Risk management

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Investment

Policy Name: Financial reserves policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Paying staff

Policy Name: Investing charity funds policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Trustee expenses policy and procedures