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Annual Report

1[st] January to 31[st] December 2021

Theme: Rebuilding hope and confidence

Registered Charity Number 1067728

PATRON

The Most Revd John Davies Bishop of Swansea and Brecon, Archbishop of Wales

HONORARY LIFE VICE PRESIDENTS

Mrs Ann Jackson Mrs Monica Jones Mrs Ruby Hayden Revd Kay Warrington

BOARD OF TRUSTEES

President

Mrs Sally Freedman (to 31 December 2021) Mrs Ruth Roberts (from 1 January 2022)

Vice President Brecon Mrs Ella Thomas Vice President Gower Mrs Jill McPherson General Trustees Mrs Beryl Evans (to 31 December 2021) Mrs Moira Bibby Mrs Ailsa Howells Mrs Jeanne Hughes Mrs Rachel Wells Mrs Alison Lawrence (from 1 January 2022)

Co-opted Trustee

Mrs Alison Lawrence (to 31 December 2021)

CHAPLAIN (not Trustees)

Revd Julie Wagstaff (to 31 December 2021) Revd Tim Williams (from 1 January 2022)

ADMINISTRATIVE OFFICERS (not Trustees)

Honorary Secretary Honorary Treasurer

Mrs Helen Williams Mrs Heather Price

NOT REPRESENTED ON TRUSTEES

Social Policy Mrs Jeanne Hughes Diocesan Member Mrs Helen Williams Prayer Partners Mrs Sally Freedman AFIA Mrs Jill Mcpherson Wave of Prayer Rota Mrs Ella Thomas / Mrs Jill McPherson Website Mrs Helen Williams Indoor Members Mrs Rachel Wells MU News Revd Kay Warrington Retreats South Mrs Jill McPherson Retreats North Mrs Ella Thomas Prayer Chain Mrs Ella Thomas / Mrs Jill McPherson MU Enterprises Mrs Helen Williams

Registered Office:

The Rectory Lamb Road Penderyn Abedare CF44 9JU

Bankers:

Lloyds 38 High Street Brecon LD3 7AR

Independent Examiner:

Mr Martin Nosworthy Nethway Victoria Road Llandrindod Wells LD1 6AP

Trustees' report for the year ended 31 December 2021 GOVERNING DOCUMENT

The Swansea and Brecon Diocesan Mothers’ Union is a registered charity which is governed by a constitution (revised 2015). The Charity is affiliated to the Mothers Union Worldwide which is incorporated by Royal Charter

OBJECTS

to uphold Christ’s teaching on the nature of marriage and to promote its wider understanding.
to encourage parents to bring up their children in the faith and life of the church.
to maintain a worldwide fellowship of Christians united in prayer, worship and service.
to promote conditions in society favourable to stable family life and the protection of children.
to help those whose family life has met with adversity.

MISSION STATEMENT

The Mothers’ Union is a Christian organisation, which promotes the well-being of families worldwide.

This is achieved by:

Developing prayer and spiritual growth of members
Studying and reflecting on family life, marriage and its place in society
Resourcing our members to take practical action to improve conditions for families, both nationally and in the communities in which they live.

MU Prayer

Loving Lord, we thank you for your love so freely given to us all.

We pray for families around the world. Bless the work of the Mothers’ Union

as we seek to share your love through the encouragement, strengthening and support of marriage and family life. Empowered by your spirit, may we be united in prayer and worship, and in love and service reach out as your hands across the world. In Jesus name. Amen

The Organisation

The Diocese of Swansea and Brecon covers a large and diverse area of some 120 miles in length from North to South. It stretches from Beguildy in the North to the Gower Peninsula in the South. The northern part of the Diocese is predominantly rural with a number of attractive market towns, including Brecon. It includes most of the Brecon Beacons National Park and a rich variety of stunning landscapes. The southern part is a greater mix of urban and rural and includes both the City and County of Swansea and also the Gower Peninsula, a designated Area of Outstanding Natural Beauty. The Diocese has a border with all five other Welsh Dioceses, as well as with the English Diocese of Hereford.

The Mothers’ Union in the Diocese of Swansea and Brecon is organised into 4 Deaneries, and within those deaneries there are 29 Branches. Branch members meet regularly, and events are also held at deanery and diocesan level. There are three types of membership and in 2021 there were 645 members as follows:

Branch membership: 566 members.

Indoor membership: 20 members. These are those who no longer attend meetings because they are house bound through age, illness or because they are carers. These Members received Christmas and Easter Greetings, and Newsletters. They provide prayerful support for the ongoing work of the MU in the diocese.

Diocesan membership: 45 members . These are either recruited following branch closure and / or who do not wish to attend branch meetings but are keen to support the ethos of Mothers’ Union.

Elections of new officers are held triennially and the elections for 2022-2024 were held at the end of 2021, when the President, Trustee Board, Deanery Leaders, and Branch Officers were elected.

Responsibilities

The Mothers’ Union in the Diocese of Swansea and Brecon is governed by a Trustee Board, which meets at least 4 times a year. The Board of Trustees reports to the Diocesan Council meetings which we haven’t been able to hold this due year due to COVID, and information has been distributed by post. one of the meetings being the Annual General Meeting at which the Annual Report and Accounts are presented. Induction and Training is given to new trustees at the beginning of each triennial, all are provided with and made aware of the contents of Charity Commission publication CC3. Ongoing training is provided as required.

The Trustees have identified the major risks which the charity faces, and these are addressed and reviewed on a regular basis. Charity Law requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the financial activities of the Swansea and Brecon Diocesan Mothers’ Union during the year and the financial position at the end of the year.

TRUSTEES’ REVIEW OF 2021

2021 was a very strange year with very little personal contact possible for most of the year for anyone, but Mothers’ Union managed to keep going with imagination and inventiveness! Many meetings were held on Zoom and other internet facilities. While this was not as good as meeting together it kept us in touch and enabled us to keep up our Wave of Prayer days well supported. Some branches were able to use zoom, and many worked out a system for their members to join in at home with the prayers and information about our Prayer Partners.

We spent most of the first six months doing what we could with contact by phone and local visits, etc where possible and were encouraged when it appeared by May that some small personal contacts could be made. Some of the churches were opening with limited numbers and by June it was possible to think about short meetings, (without the cups of tea!) and meet our fellow members. By September, most parishes and branches were trying to re-introduce meetings, and cautiously we began to see each other.

We were all delighted to join in the various programs run by Mary Sumner House – there was a lovely service in May for the ‘Thy Kingdom Come’ event and also the Annual Meeting on 25 September, which gave us all a chance to catchup nationally. Midday Prayers has been online since the beginning and has proved so inspiring to everyone. The great thing is that if you cannot get there by midday, it is still available online when you have time to watch! The fact that we pray with our fellow members around the world makes it even more helpful.

In October, the Provincial Council was held in Llanidloes for the first time for two years and it was very special to meet together and greet each other in person and say thank you to those who were retiring. We said goodbye and thanked you to Kay Warrington who was retiring as Provincial President and welcomed Jenny Lane, from Bangor who is taking over from her.

Sadly a few branches found that the constrictions on life made their life more difficult and they felt they would have to close their branch. Some branches joined with a nearby branch, but some closed and the members have become Diocesan Members which is good!

The last act for the Trustees in Swansea & Brecon was that we closed the circle of our three years by having our final meeting at Llangasty Retreat House, where we had started our time in January 2019. We had a delicious lunch and were glad to celebrate the Eucharist together for the first time in months and praying for the future of Mothers Union both here in Swansea & Brecon and worldwide.

As I stand down as President, I would like to thank everyone for their support and encouragement over the last three years and I wish Ruth Roberts every success in the next three years. I shall continue to pray for and with Mothers’ Union.

Financial Review

The Financial Statements are a consolidation of the Branches, Deaneries and Diocesan Accounts, which demonstrates what has been achieved as the Mothers’ Union movement in the Diocese of Swansea and Brecon. For a second year the Coronavirus pandemic has had a marked effect on the operation of the charity, with the majority Branches being closed until September and some Branches took the decision to close.

The total receipts for the year were £25,890, a decrease of £6,038 on the previous year. Total payments were £24,723, a decrease of £13,425 on the previous year. The majority of members are elderly and do not use technology as the younger generation might do, and this has had a severe effect on the ability for members to fundraise and make personal contributions. Receipts from fundraising and donations has decreased by £1,454. In 2021 a total of £5,514 was spent on Action and Outreach, a decrease of £1,353 on the previous year. This equated to each member contributing an average of nearly £6.45, well below pre-covid levels.

Where the Money Went

----- Start of picture text -----
Cost of Fundraising 0% Subscriptions to MSH 51%
Donations & Grants 3% Worldwide Projects 10%
Diocesan Projects 13% Marketing 2%
Faith & Policy 0% Adminstration & Meeting Expenses 21%
0%
21%
0%
2%
51%
13%
10%
3%
----- End of picture text -----

The financial outcome for the year showed a surplus of £1,167 (Branch deficit £634; Deanery deficit £718; Diocesan surplus £2,519) compared to a deficit of £6,220 in the previous year. The 2020 surplus has been added to reserves. The balance on reserves at 31 December was £21,972, which the Trustees consider to be reasonable. As Covid restrictions reduce it is hoped we will see renewed activity and increased support of our Charitable Activities in the coming year.

The Annual Report was approved by the Trustees on 12 May 2022 and signed on their behalf by:

Ruth Roberts – President

SWANSEA AND BRECON DIOCESAN MOTHERS' UNION	SWANSEA AND BRECON DIOCESAN MOTHERS' UNION	SWANSEA AND BRECON DIOCESAN MOTHERS' UNION	SWANSEA AND BRECON DIOCESAN MOTHERS' UNION	SWANSEA AND BRECON DIOCESAN MOTHERS' UNION	SWANSEA AND BRECON DIOCESAN MOTHERS' UNION
CONSOLIDATED RECEIPTS AND PAYMENTS ACCOUNT
FOR THE YEAR ENDED 31 DECEMBER 2021

			2021	2021	2021	2020

		Notes	Unrestricted	Restricted	Total	Total
Incoming resources			£	£	£	£

Incoming resources fromgenerated funds:
	Subscriptions	1	16,100.00	-	16,100.00	18,496.00
	Donations		2,793.62	3,982.94	6,776.56	7,318.67
	Legacy		-	-	-	-
	Gift Aid Tax Claim		991.99		991.99	1,608.60
	Outings/dinners/presentations		301.25	-	301.25	517.00

Activities forgenerating funds:
	Fundraising		-	785.46	785.46	1,697.15

Income from activities in furtherance of
charitable objectives:
	Marketing (Mue)		934.40	-	934.40	1,222.84
	Faith & Policy		-	-	-	1,050.00

Investment Income			-	-	-	0.29

Other incoming resources			-	-	-	17.00

Total Incoming Resources			21,121.26	4,768.40	25,889.66	31,927.55

Resources Expended

Cost ofgenerating funds
	Fundraising		-	-	-	-

Charitable Activities
	Subscriptions to The Mother's Union		12,640.00	-	12,640.00	10,846.00
	Donations		718.00	-	718.00	12,095.00
	Action & Outreach	2	-	5,513.93	5,513.93	6,867.40
	Marketing (Mue)		547.33	-	547.33	939.72
	Faith & Policy		(21.10)	-	(21.10)	1,181.06
	Officers' & Trustees' Expenses	3	3,090.46	-	3,090.46	2,700.85
	Administration and MeetingExpenses	4	1,713.30	-	1,713.30	2,776.31
	Outings/dinners/presentations		460.00	-	460.00	691.20

Other Resources Expended			61.06	-	61.06	50.00

Total Resources Expended			19,209.05	5,513.93	24,722.98	38,147.54

Net incoming/(outgoing resources)			1,912.21	(745.53)	1,166.68	(6,219.99)

Transfers between Funds			(226.46)	226.46	-	-

Net incoming/(outgoing resources) after transfers			1,685.75	(519.07)	1,166.68	(6,219.99)

Balance at Bank & Cash in Hand at 1 January			20,101.54	704.27	20,805.81	27,025.80

Balance at Bank & Cash in Hand at 31 December			21,787.29	185.20	21,972.49	20,805.81

SWANSEA AND BRECON DIOCESAN MOTHERS' UNION	SWANSEA AND BRECON DIOCESAN MOTHERS' UNION	SWANSEA AND BRECON DIOCESAN MOTHERS' UNION	SWANSEA AND BRECON DIOCESAN MOTHERS' UNION	SWANSEA AND BRECON DIOCESAN MOTHERS' UNION	SWANSEA AND BRECON DIOCESAN MOTHERS' UNION
CONSOLIDATED STATEMENT OF ASSETS AND LIABILITIES
AS AT 31 DECEMBER 2021


			2021	2021	2020

			£	£	£
Monetary Assets

	Branch Bank Accounts			8,235.78	9,108.87
	DeaneryBank Accounts			551.20	1,269.78
	Diocesan Bank Accounts			12,861.07	10,342.10
	Branch Cash in Hand			324.44	85.06

	Total Monetary Assets			21,972.49	20,805.81

Accumulated Funds

	Unresticted(General) Fund
	Balance at 1st January		20,101.54
	Net Movement in funds		1,685.75	21,787.29	20,101.54

	Restricted Funds
	Balance at 1st January		704.27
	Net Movement in funds		(519.07)	185.20	704.27

	Total Accumulated Funds			21,972.49	20,805.81


Fixed Assets

	For the use of the Charityand belongingto the Unrestricted(General)Fund:
		Displayboards(cost £213 in 2006)
		Powerpoint and accessories(cost £791 in 2008)
		President's laptopcomputer(cost £534 in 2013)
		Digital Copier(cost of half share £2,100 in 2013)
		Digital Copier(cost of half share £1,470 in 2015)

The Financial Statements were approved by the Trustees and were signed on its behalf by:
	Ruth Roberts

	Ruth Roberts - President
	Date	12 May2022

SWANSEA AND BRECON DIOCESAN MOTHERS' UNION	SWANSEA AND BRECON DIOCESAN MOTHERS' UNION	SWANSEA AND BRECON DIOCESAN MOTHERS' UNION	SWANSEA AND BRECON DIOCESAN MOTHERS' UNION	SWANSEA AND BRECON DIOCESAN MOTHERS' UNION
NOTES TO THE ACCOUNTS
FOR THE YEAR ENDED 31 DECEMBER 2021

				2021	2020

				£
Note 1	Subscriptions
		Branch members		14,850.00	17,721.00
		Diocesan Members		1,250.00	775.00

				16,100.00	18,496.00

Note 2	Action and Outreach
		Mothers'Union (MSH) Projects:
			Christmas Appeal	-	-
			MSH EmergencyAppeal	60.00	-
			Relief Fund	-	-
			Make a Mother's Day	371.00	131.50
			Worldwide Projects	1,000.00	1,040.00
			BigSummer Appeal/Harvest Appeal	931.00	-
			Sponsored Walk	-	190.58
		Diocesan Projects:
			Branch/DeaneryProjects	980.32	679.32
			AwayFrom It All Holidays	-	-
			Safe Houses	2,171.61	2,326.00
			Faith in Families	-	2,500.00
			Foodbanks	-	-
			Hospital ChaplaincyCrosses	-	-

				5,513.93	6,867.40

Note 3	Officers' and Trustees' Expenses
		Branches		28.06	156.85
		Deaneries		-	-
		Diocesan		3,062.40	2,544.00
				3,090.46	2,700.85

Note 4	Administration and Meeting Expenses
		Branches		1,367.61	2,034.51
		Deaneries		42.15	-
		Diocesan		303.54	741.80
				1,713.30	2,776.31

Swansea and Brecon

Mothers’ Union

Gofal Cristnogol i Deuluoedd

Accounts for the year ending 31[st] December 2021

Independent Examiner’s Report to the Trustees

Responsibilities and Basis of Report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which give me cause to believe that in any material respect

accounting records were not kept in respect of the Trust as required by section 130 of the Act, or
the accounts do not accord with those records.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed: Martin Nosworthy

Martin Nosworthy, Nethway, Victoria Road, Llandrindod Wells LD1 6AP

Dated: 03 May 2022

2021-12-31-accounts