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2022-12-31-accounts

Mothers Union Diocese of Birmingham

Registered Charity: 1065815

Annual Report for Year ended 31st December 2022

MU Diocesan Office The Church of England The Citadel Birmingham Tel 0121 643 0938

Bankers CAF Bank Ltd 25 Kings Hill Avenue Kings Hill West Maling, Kent ME19 4JQ

Email: office@mubham.org.uk

CBF Church of England Funds 80 Cheapside London EC2V 6DZ

Trustees : Mrs Deirdre Moll (President) Mrs Rowena Nicholls (Vice President), Mr Peter Johnson (Treasurer), The Revd Canon Martin Stephenson (Chaplain), Mrs Elaine Diskin, Mrs Diana Murungu, Mrs Anne Pycock (resigned 30[th] April 2022), The Revd Colleen Shekerie, Mrs Val Timmins

Patron and member : The Bishop of Birmingham, the Rt Revd David Urquhart until retirement in October 2022

Chaplain The Revd Canon Martin Stephenson

Mothers' Union is an international Christian membership charity of over four million members living in over eighty-three countries whose vision is to bring about a world where God’s love is shown through loving, respectful, and flourishing relationships.

The Aim and purpose of Mothers’ Union is to demonstrate Christian faith in action by the transformation of communities worldwide through the nurture of families in their many forms.

The Objectives are:

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Mothers’ Union, Birmingham has worked to fulfil the Aim and Objectives of the charity by supporting both local projects and the worldwide work through the central global charity Mothers’ Union based at Mary Sumner House, London

The Trustees submit their report and financial statements for the Mothers’ Union – Birmingham Diocese, for the year ended 31[st] December 2022. These will be presented to the Members’ Meeting on October 21st, 2023.

The Board of Trustees met five times during the year. Three meetings were held virtually by Zoom and two in person in the Diocesan Offices.

There were two Members’ Meeting in the year, in March and October. One was held in

Sutton Coldfield in the north of the diocese and the second in Northfield in the south. These meetings are open to all members and the locations are chosen to encourage attendance by as many as possible.

The charity is dependent on its members for funding and is staffed by volunteers and one part-time salaried secretary. An annual subscription is levied on members to cover subscriptions to Central Mothers’ Union, Birmingham’s administrative expenses and to provide funding for Projects and other expenses incurred by the charity in fulfilling its objectives. In 2022 the subscription was £27: £20 being the central charity levy and £7.00 retained by the diocese.

There were 502 members at the end of the year, the majority in active branches attached to parish churches but also including 24 Diocesan members who have no formal attachment to any branch. Some twenty of the members are housebound but remain linked to a branch and are known as Indoor Members. Discussions continue as to how best to promote membership as branches face challenges in finding volunteers to take on some of the necessary administration. Two branches changed into informal Friendship groups with members becoming diocesan members and the branch no longer holding a bank account.

In 2022, the impact of the Covid 19 pandemic began to lessen as members became more comfortable with meeting in groups. Branches generally resumed their pre pandemic pattern with a programme of regular meetings and project work.

The charitable activities were administered through three areas of governance.

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Action & Outreach Group

This Group is responsible for the projects in the Diocese and for communicating information about the work overseas. Projects include:

AFIA - Away from It All . This a project that funds holidays for those in great need. In 2022 seven holidays for individual families were arranged and AFIA also part funded the costs of two groups on days out as well as helping two children with funding for school trips The total cost was £5479.

Prison work. The work in the prisons continued. In HMP Birmingham Mothers’ Union works closely with Halow, a charity which supervises the Visits Centre, and supplied toys for prisoners’ families and cards at Christmas time. Similar provision was made for those in Swinfen Prison.

Women’s Aid . Donations of household goods, clothing, baby items and toiletries continued to be made to families affected by domestic violence through our association with Birmingham and Solihull Women’s Aid.

Craft work Knit and Natter groups exist in many branches which support the production of goods such as premature baby items for local hospitals whilst also providing an opportunity for a social gathering easily inclusive of others who may be lonely or vulnerable. Twiddle muffs and Fiddle pinnies were also made for use by dementia patients in their own homes or in care homes.

Faith & Policy Group

The work of this group is centred on providing opportunities for worship and to raise awareness of social justice issues . In January, MU Birmingham took its part in maintaining the continuous worldwide Wave of Prayer.

The Annual Diocesan Festival Service was held in the Cathedral in April 2022 In June, a very well attended Quiet day was held at Temple Balsall.

The Worldwide Group which is a subcommittee of the Faith and Policy Group, has put much effort into nurturing relationships with our links in Bukedi, (Uganda), Enugu, (Nigeria), The Seychelles (Indian Ocean), Marathwada, (Northern India) and the four dioceses in Malawi. Support was also given to supplying items for the container of goods which is sent annually to Malawi through the Church of England Birmingham Diocesan link.

Finance & Administration Group

Regular meetings were held to insure good governance and proper financial management. A financial statement is given to every routine meeting of the Trustees.

Additional Income is obtained from the sale of cards and goods through Mothers’ Union Enterprises, which is based at Mary Sumner House in London. Gift aid is also collected on subscriptions and donations where possible. The data base continues to be updated regularly.

There were no safeguarding issues reported in 2022. There were no reported breaches of GDPR in 2022. They both remain as standing items on the agenda at Trustee meetings.

Branches are required to comply with Diocesan Child Protection and Safeguarding guidelines These were updated and sent out to all branches who

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are required to confirm that they have been implemented. Records of this are kept in the Mothers’ Union Office.

In November 2022, it was agreed by the trustees that the Action and Outreach Group should be brought into the Finance and Administration Group. This enlarged group was renamed the Finance, Administration and Project Group.

Our Birmingham Mothers’ Union Facebook and Twitter feed are proving effective ways to spread news and highlight coming events. A bi-monthly e- newsletter was sent directly to members who have email, with branch leaders being asked to distribute hard copies to those without email.

The Queen’s Diamond Jubilee was celebrated with various cream teas and were both good social occasions but also successful in raising funds. Apart from supporting the diocesan needs we were able to send a donation of £2924 to Mary Sumner House for international and other projects.

The consolidated accounts for 2022 have been completed and have been independently Examined by Rosamund Douglas ACA

We have pleasure in commending this report.

Approved by the Board of Trustees and signed on their behalf by Deirdre Moll, Chairman and Diocesan President.

… Date …….16[th] September 2023 Deirdre Moll Diocesan President Mothers’ Union Birmingham

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THE MOTHERS' UNION - DIOCESE OF BIRMINGHAM

(Registered Charity No. 1065815)

Consolidated Accounts for the year ended 31st December 2022

1. Receipts and Payments Account - General Fund

Receipts
From voluntary sources:
Subscriptions from members
Donations
Unit & Diocesan Activities
Gift Aid Tax Recovered
Fund raising events - branches
- diocese
Branch Outings and Visits
Legacy received
Sundry Receipts
Other Charities
From assets
Bank and other Interest
From charitable trading
Sales of MU enterprises Ltd goods
Turnover Related Grant from MU enterprises Ltd.
TOTAL RECEIPTS
2022
2021
£
£
13,583.00
16,100.00
4,918.82
3,076.86
361.50
30.00
1,506.32
1,503.83
7,143.49
4,283.57
562.50 -
-
-
3,000.00
206.00
81.00
65.00
202.75
4.55
4,462.03
4,630.27
589.79
558.83
33,536.20
33,333.91

Page 2 of 7

2022 2021
£ £
Payments
Direct Charitable Expenditure:
Members' Subscriptions paid to MSH 10,040.00 11,020.00
Branch projects 1,215.09 1,181.62
Unit & Diocesan activities 1,236.42 158.31
Purchase of MU enterprises Ltd goods 4,584.55 3,991.80
Donations to other charities 620.00 287.00
17,696.06 16,638.73
Other Expenditure:
Secretarial Costs 4,123.20 3,302.17
Stationery, postages and telephone 358.13 615.52
Diocesan rent and room hire 1,500.00 1,500.00
Travel, accommodation and conferences 140.80 631.75
Insurance 449.50
Branch rent and room hire 1,533.00 292.00
Branch running costs 1,115.96 464.86
Fund raising costs:- Branches 362.95 314.00
- Diocese - -
Branch Outings & Visits 200.00 -
Sundry Payments 200.00 237.44
Other Expenditure: 222.81 -
9,756.85 7,807.24
Transfers from Branches' General Funds to Other Funds:
Overseas 88.58 340.91
Relief 50.00 130.00
Literacy & Financial Education Programme 130.00
MSH Appeals 99.00
Away-From-It-All (AFIA) 3,309.13 500.00
Transfer from Mums in Brum to AFIA
- 150.43
3,676.71 1,121.34
TOTAL PAYMENTS 31,129.62 25,567.31
NET SURPLUS (PAYMENTS) FOR THE YEAR 2,406.58 7,766.60
Balance on hand 01.01.22 29,703.81 21,937.21
Balance on hand 31.12.22 32,110.39 29,703.81

Page 3 of 7

2022 2021 £ £

2. Receipts and Payments Account - Overseas Fund

Receipts
Donations
Fund raising events
1,958.64
2,586.73
Gift Aid Tax Recovered
301.02
336.03
Transfers from Branches' General Funds
88.58
340.91
Timing Difference: Hamstead
(80.00)
TOTAL RECEIPTS
2,268.24
3,263.67
Payments
Funds transferred to Mothers' Union centrally
2,238.59
3,263.32
TOTAL PAYMENTS
2,238.59
3,263.32
NET SURPLUS (PAYMENTS) FOR THE YEAR
Balance on hand 01.01.22
0.35
Balance on hand 31.12.22
30.00
0.35
3. Receipts and Payments Account- Relief Fund
Receipts
Donations
Fund raising events
40.00
Gift Aid Tax Recovered
Transfers from Branches' General Funds
50.00
130.00
TOTAL RECEIPTS
50.00
170.00
Payments
Funds transferred to Mothers' Union centrally
80.00
170.00
TOTAL PAYMENTS
80.00
170.00
NET SURPLUS (PAYMENTS) FOR THE YEAR
Amount owed by Mary Sumner House
30.00
4. Receipts and Payments Account- Literacy & Financial Education Progamme
Receipts
Donations & Fund Raising Events
Gift Aid Tax Recovered
-
5.00
Transfers from Branches' General Funds
130.00
-
TOTAL RECEIPTS
130.00
5.00
Payments
Funds transferred to Mothers' Union centrally
130.00
5.00
TOTAL PAYMENTS
130.00
5.00
NET SURPLUS (PAYMENTS) FOR THE YEAR
1,958.64
2,586.73
301.02
336.03
88.58
340.91
(80.00)
2,268.24
3,263.67
2,238.59
3,263.32
2,238.59
3,263.32
0.35
30.00
0.35
40.00
50.00
130.00
50.00
170.00
80.00
170.00
80.00
170.00
30.00

Receipts
Donations & Fund Raising Events
Gift Aid Tax Recovered
Transfers from Branches' General Funds
TOTAL RECEIPTS
Payments
Funds transferred to Mothers' Union centrally
TOTAL PAYMENTS
NET SURPLUS (PAYMENTS) FOR THE YEAR
130.00
5.00
130.00
5.00
130.00
5.00

Page 4 of 7

2022
2021
£
£
5. Receipts and Payments Account- MSH 2020 Emergency Appeal
Receipts
Donations & Fund Raising Events
50.00
Gift Aid Tax Recovered
Transfer from Diocesan General Fund
TOTAL RECEIPTS
50.00
Payments
Funds transferred to Mothers' Union centrally
50.00
TOTAL PAYMENTS
50.00
NET SURPLUS (PAYMENTS) FOR THE YEAR
Receipts
Donations & Fund Raising Events
327.00
Transfers from Branches' General Funds
99.00
TOTAL RECEIPTS
426.00
Payments
Funds transferred to Mothers' Union centrally
by Diocese
195.00
by branches
231.00
TOTAL PAYMENTS
426.00
NET SURPLUS (PAYMENTS) FOR THE YEAR
7. Receipts and Payments Account- Away-From-It-All-Fund (AFIA)
Receipts
Donations: PCCs
150.00
Individuals
915.00
300.00
Members’ Donations & Fund Raising Events
53.00
455.00
Gift Aid Tax Recovered
172.50
87.50
Grant from Mary Sumner House
1,000.00
Transfers from Branches' General Funds
3,309.13
500.00
Transfer from Diocesan General Fund
150.43
Timing Difference: Hamstead 2021
200.00
(200.00)
Timing Difference: Hamstead 2022
(65.00)
TOTAL RECEIPTS
5,734.63
1,292.93
Payments
Assisted holidays and trips
5,479.43
4,829.00
TOTAL PAYMENTS
5,479.43
4,829.00
NET SURPLUS (PAYMENTS) FOR THE YEAR
255.20
(3,536.07)
Balance on hand 01.01.22
3,143.97
6,680.04
Balance on hand 31.12.22
3,399.17
3,143.97
6.Receipts and Payments Account- Other MSH Funds
2022
2021
£
£
5. Receipts and Payments Account- MSH 2020 Emergency Appeal
Receipts
Donations & Fund Raising Events
50.00
Gift Aid Tax Recovered
Transfer from Diocesan General Fund
TOTAL RECEIPTS
50.00
Payments
Funds transferred to Mothers' Union centrally
50.00
TOTAL PAYMENTS
50.00
NET SURPLUS (PAYMENTS) FOR THE YEAR
Receipts
Donations & Fund Raising Events
327.00
Transfers from Branches' General Funds
99.00
TOTAL RECEIPTS
426.00
Payments
Funds transferred to Mothers' Union centrally
by Diocese
195.00
by branches
231.00
TOTAL PAYMENTS
426.00
NET SURPLUS (PAYMENTS) FOR THE YEAR
7. Receipts and Payments Account- Away-From-It-All-Fund (AFIA)
Receipts
Donations: PCCs
150.00
Individuals
915.00
300.00
Members’ Donations & Fund Raising Events
53.00
455.00
Gift Aid Tax Recovered
172.50
87.50
Grant from Mary Sumner House
1,000.00
Transfers from Branches' General Funds
3,309.13
500.00
Transfer from Diocesan General Fund
150.43
Timing Difference: Hamstead 2021
200.00
(200.00)
Timing Difference: Hamstead 2022
(65.00)
TOTAL RECEIPTS
5,734.63
1,292.93
Payments
Assisted holidays and trips
5,479.43
4,829.00
TOTAL PAYMENTS
5,479.43
4,829.00
NET SURPLUS (PAYMENTS) FOR THE YEAR
255.20
(3,536.07)
Balance on hand 01.01.22
3,143.97
6,680.04
Balance on hand 31.12.22
3,399.17
3,143.97
6.Receipts and Payments Account- Other MSH Funds
2021
£
50.00
50.00
50.00
50.00
426.00
195.00
231.00
426.00
300.00
455.00
87.50
500.00
150.43
(200.00)

Receipts
Donations: PCCs
Individuals
Members’ Donations & Fund Raising Events
Gift Aid Tax Recovered
Grant from Mary Sumner House
Transfers from Branches' General Funds
Transfer from Diocesan General Fund
Timing Difference: Hamstead 2021
Timing Difference: Hamstead 2022
TOTAL RECEIPTS
Payments
Assisted holidays and trips
TOTAL PAYMENTS
NET SURPLUS (PAYMENTS) FOR THE YEAR
Balance on hand 01.01.22
Balance on hand 31.12.22
5,734.63 1,292.93
5,479.43 4,829.00
5,479.43 4,829.00
255.20
(3,536.07)
3,143.97
6,680.04
3,399.17
3,143.97

Page 5 of 7

8. Statement of Assets and Liabilities as at 31st December 2022

MONETARY ASSETS

Bank and cash balances
General Funds 31.12.22
Bank & Building Society Accounts
Cash in hand
Overseas Fund 31.12.22
Relief Fund 31.12.22
Total Bank and cash
General Funds 31.12.21
Bank & Building Society Accounts
Cash in hand
Overseas Fund 31.12.21
Total Bank and cash
Diocese
Branches
Total
£
19,441.67
12,148.02
31,589.69
520.70
520.70
Diocese
Branches
Total
£
19,441.67
12,148.02
31,589.69
520.70
520.70
19,441.67
12,668.72
32,110.39
30.00
30.00
(30.00)
(30.00)
19,441.67
12,668.72
32,110.39
Diocese
Branches
Total
£
17,767.96
11,261.20
29,029.16
674.65
674.65
17,767.96
11,935.85
29,703.81
0.35
0.35
17,768.31
11,935.85
29,704.16
The Diocesan Bank Accounts are earmarked for use as follows
2022
2021
£
£
Visit to Link Dioceses Fund
703.01
703.01
Visit to Diocesan Clergy Conference
200.00
Patricia Law Bequest Fund
2,345.00
2,650.00
General Purposes
16,393.66
14,214.95
Overseas Fund 31.12.22
30.00
0.35
Relief Fund 31.12.22
(30.00)
19,441.67
17,768.31
Away-From-It-All-Fund (AFIA)
3,399.17
3,143.97
OTHER MONETARY ASSETS
MU Enterprises Ltd
Stock of goods for resale
1,149.29
1,164.65
Cash in hand from sale of goods
681.07
400.19
Sundry Debtors from sale of goods
1,830.36
1,564.84
The Diocesan Bank Accounts are earmarked for use as follows
2022
2021
£
£
Visit to Link Dioceses Fund
703.01
703.01
Visit to Diocesan Clergy Conference
200.00
Patricia Law Bequest Fund
2,345.00
2,650.00
General Purposes
16,393.66
14,214.95
Overseas Fund 31.12.22
30.00
0.35
Relief Fund 31.12.22
(30.00)
19,441.67
17,768.31
Away-From-It-All-Fund (AFIA)
3,399.17
3,143.97
OTHER MONETARY ASSETS
MU Enterprises Ltd
Stock of goods for resale
1,149.29
1,164.65
Cash in hand from sale of goods
681.07
400.19
Sundry Debtors from sale of goods
1,830.36
1,564.84
2021
Visit to Link Dioceses Fund
Visit to Diocesan Clergy Conference
Patricia Law Bequest Fund
General Purposes
Overseas Fund 31.12.22
Relief Fund 31.12.22
Away-From-It-All-Fund (AFIA)
OTHER MONETARY ASSETS
MU Enterprises Ltd
Stock of goods for resale
Cash in hand from sale of goods
Sundry Debtors from sale of goods
19,441.67
17,768.31
3,399.17
3,143.97
1,149.29
1,164.65
681.07
400.19
1,830.36
1,564.84

OTHER ASSETS

The charity possesses no other assets of material value.

LIABILITIES

The charity had no material liabilities as at 31.12.22

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The Shottery 39 Four Oaks Road Sutton Coldfield West Midlands B74 2XU 5th September 2023 To The Trustees of the Mothers. Union - Diocese of Birniingham Dear Trustees Independent Examination of the Consolidated Aetounts for the year ended 31$t December 2022 Following my reappointment as Independent Examiner, I have completed my work on the consolidated accounts of the Mothers, Union - Diocese of Birmingham As stated ill my report, I am satisfied that adequate a¢¢ounting records have been kept and that the accounts have been correctly drawn up from the records in all material respects. I have identified a few minor points which I have dis¢ussed with the Treasurer. Yours faithfully Rosamund J Douglas