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2021-12-31-accounts

CARLISLE DIOCESE MOTHERS' UNION Registered Charity No 1078251

Report of the Trustees for the year ended 31st December 2021

The Trustees are pleased to submit their report and accounts for the year ended 31st December 2021.

The registered address of the charity is now that of the Diocesan Treasurer : Mrs Julie Barrett, 29 Meadow Close, Lazonby, Penrith. CA10 1BF.

The Board of Trustees who served during the year ended 31st December 2021 were :

Diocesan President.

Janice Eadington

Vice Presidents. Brenda Gear Mary Banks

Unit Co-ordinator Action and Outreach

Daphne Sisson

Deanery Leaders Deb Lee Jill Richardson Ann Wodeman Carole Gardner Barbara Simpson

The Board was elected from 1st January 2019 for a 3 year term.

The Diocesan President, Vice Presidents and Unit Co-ordinators are elected by members of the Diocesan Council by simple majority.

Each Deanery Leader is elected by the Branch Leaders of the Deanery.

Bankers.

Cumberland Building Society, Carlisle CA3 0JF

CARLISLE DIOCESE MOTHERS' UNION Registered Charity No 1078251

Report of the Trustees for the year ended 31st December 2021

The purpose of the Mothers' Union is to be especially concered with all that strengthens marriage and Christian family life.

The aim of the Charity is the advancement of the Christian religion in the sphere of marriage and family life.

In order to carry out this aim the objects of the Mothers' Union are:

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 world-wide 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.

Membership is open to all who have been baptised in the name of the Holy Trinity and who declare their support for the aims and objects of the Mothers' Union.

Responsibilities of the Trustees

They shall debate, consider and determine all matters of policy and strategy to be effected on behalf of Carlisle Diocese Mothers' Union.

They shall manage and supervise the finances of the charity and and review & evaluate it's work.

They shall receive, consider and respond to all resolutions received from the Diocesan Council.

Procedures are in place for the regular training of Trustees to ensure good practice and awareness of their responsibilities. Training is also given to Deanery and Branch officers at regular intervals.

Reserves Policy

The Trustees have reviewed the Unrestricted Reserves of the charity. This review has considered the nature of the income and expenditure streams and the need to match variable income with fixed expenditure commitments. The review has concluded that to allow the charity to be managed efficiently reserves should be kept at a level which equates to approximately 12 months of charitable expenditure.

Organisation

Carlisle Diocese Mothers' Union is autonomous and is one of the federated Mothers' Union Charities in the British Isles. As such it operates in conjunction with the central charity of the Mothers' Union based at Mary Sumner House, 24 Tufton Street, London. SW1P 3RB.

Review of the Year.

In 2021 there were 48 branches and 942 members of the Carlisle Diocese Mothers' Union. Some members not belonging to a particular branch are Diocesan Members. The organisation, whether at Diocesan, Deanery or Branch level, aims to reach out to those in need of all ages. Communities of interest, together with Diocesan Services, all help to facilitate the work. In addition to assisting with major projects organised by the Action and Outreach Team many branches have their own "mini projects". All the work is underpinned by prayer. Carlisle Diocese is linked with 2 dioceses overseas - the Diocese of Zululand and the Diocese of Stavanger - as well as various Christian mission agencies. The Carlisle Diocese Mothers Union also has links with Boga in DR Congo, Tanga in Tanzania, Ogoni in Nigeria, Manicaland in Zimbabwe and Melbourne in Australia.

To enable all members to be informed, a newsletter is produced and distributed 3 times a year. During 2021 the Trustees met 3 times (once by zoom and twice face to face) and the Council met twice (once by zoom and once face to face). In the early part of the year coronavirus restrictions were still in force. The theme for 2021 was "Rebuilding Hope and Confidence." The General Meeting of the Central Mothers' Union in September was a "virtual event" however a Diocesan Retreat was held in the autumn.

During the year the Mothers' Union marked its 145th Anniversary and on Mary Sumner Day (9th August) many diocesan members took part in "145 themed" events to raise money for the central Mothers' Union Summer of Hope appeal.

In November several members attended the Provincial end of triennium service in Liverpool Cathedral as well as the diocesan end of triennium service in Carlisle Cathedral.

Ongoing Projects :

Away from it All (AFIA) : Provides holidays, short breaks and days out for families and children who have met with adversity. This can include breaks for carers. Applications have been limited due to Coronavirus.

Prison Work : This includes caring for children in the Safe Play Area at Haverigg Prison (not possible due to covid restrictions), the provision of "Crosses in a Pocket" which were left in the Prison Chapel and Visitor Centre as well as the provision of Christmas Cards.

Hospital Work : Providing garments for stillborn and premature babies; the provision of "Crosses in a Pocket" placed in the chapels to comfort those in trouble. The MUFFIN project provides toiletries for people admitted unexpectedly into hospital, refuges and hostels.

The Trustees have considered the requirements of the Charity Commission regarding public benefit and are satisfied that the activities of Carlisle Diocese Mothers' Union meet these requirements.

CARLISLE DIOCESE MOTHERS' UNION

REPORT AND CONSOLIDATED ACCOUNTS FOR THE YEAR ENDED 31ST DECEMBER 2021

Registerd Charity No. 1078251

Contents: Report of the Trustees Report of Independent Examiner Consolidated Statement of Financial Actvities Consolidated Balance Sheet

CARLISLE DIOCESE MOTHERS' UNION Registered Charity No 1078251

Report of the Trustees for the year ended 31st December 2021

The Trustees are pleased to submit their report and accounts for the year ended 31st December 2021.

The registered address of the charity is now that of the Diocesan Treasurer : Mrs Julie Barrett, 29 Meadow Close, Lazonby, Penrith. CA10 1BF.

The Board of Trustees who served during the year ended 31st December 2021 were :

Diocesan President.

Janice Eadington

Vice Presidents. Brenda Gear Mary Banks

Unit Co-ordinator Action and Outreach

Daphne Sisson

Deanery Leaders Deb Lee Jill Richardson Ann Wodeman Carole Gardner Barbara Simpson

The Board was elected from 1st January 2019 for a 3 year term.

The Diocesan President, Vice Presidents and Unit Co-ordinators are elected by members of the Diocesan Council by simple majority.

Each Deanery Leader is elected by the Branch Leaders of the Deanery.

Bankers.

Cumberland Building Society, Carlisle CA3 0JF

CARLISLE DIOCESE MOTHERS' UNION Registered Charity No 1078251

Report of the Trustees for the year ended 31st December 2021

The purpose of the Mothers' Union is to be especially concered with all that strengthens marriage and Christian family life.

The aim of the Charity is the advancement of the Christian religion in the sphere of marriage and family life.

In order to carry out this aim the objects of the Mothers' Union are:

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 world-wide 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.

Membership is open to all who have been baptised in the name of the Holy Trinity and who declare their support for the aims and objects of the Mothers' Union.

Responsibilities of the Trustees

They shall debate, consider and determine all matters of policy and strategy to be effected on behalf of Carlisle Diocese Mothers' Union.

They shall manage and supervise the finances of the charity and and review & evaluate it's work.

They shall receive, consider and respond to all resolutions received from the Diocesan Council.

Procedures are in place for the regular training of Trustees to ensure good practice and awareness of their responsibilities. Training is also given to Deanery and Branch officers at regular intervals.

Reserves Policy

The Trustees have reviewed the Unrestricted Reserves of the charity. This review has considered the nature of the income and expenditure streams and the need to match variable income with fixed expenditure commitments. The review has concluded that to allow the charity to be managed efficiently reserves should be kept at a level which equates to approximately 12 months of charitable expenditure.

Organisation

Carlisle Diocese Mothers' Union is autonomous and is one of the federated Mothers' Union Charities in the British Isles. As such it operates in conjunction with the central charity of the Mothers' Union based at Mary Sumner House, 24 Tufton Street, London. SW1P 3RB.

Review of the Year.

In 2021 there were 48 branches and 942 members of the Carlisle Diocese Mothers' Union. Some members not belonging to a particular branch are Diocesan Members. The organisation, whether at Diocesan, Deanery or Branch level, aims to reach out to those in need of all ages. Communities of interest, together with Diocesan Services, all help to facilitate the work. In addition to assisting with major projects organised by the Action and Outreach Team many branches have their own "mini projects". All the work is underpinned by prayer. Carlisle Diocese is linked with 2 dioceses overseas - the Diocese of Zululand and the Diocese of Stavanger - as well as various Christian mission agencies. The Carlisle Diocese Mothers Union also has links with Boga in DR Congo, Tanga in Tanzania, Ogoni in Nigeria, Manicaland in Zimbabwe and Melbourne in Australia.

To enable all members to be informed, a newsletter is produced and distributed 3 times a year. During 2021 the Trustees met 3 times (once by zoom and twice face to face) and the Council met twice (once by zoom and once face to face). In the early part of the year coronavirus restrictions were still in force. The theme for 2021 was "Rebuilding Hope and Confidence." The General Meeting of the Central Mothers' Union in September was a "virtual event" however a Diocesan Retreat was held in the autumn.

During the year the Mothers' Union marked its 145th Anniversary and on Mary Sumner Day (9th August) many diocesan members took part in "145 themed" events to raise money for the central Mothers' Union Summer of Hope appeal.

In November several members attended the Provincial end of triennium service in Liverpool Cathedral as well as the diocesan end of triennium service in Carlisle Cathedral.

Ongoing Projects :

Away from it All (AFIA) : Provides holidays, short breaks and days out for families and children who have met with adversity. This can include breaks for carers. Applications have been limited due to Coronavirus.

Prison Work : This includes caring for children in the Safe Play Area at Haverigg Prison (not possible due to covid restrictions), the provision of "Crosses in a Pocket" which were left in the Prison Chapel and Visitor Centre as well as the provision of Christmas Cards.

Hospital Work : Providing garments for stillborn and premature babies; the provision of "Crosses in a Pocket" placed in the chapels to comfort those in trouble. The MUFFIN project provides toiletries for people admitted unexpectedly into hospital, refuges and hostels.

The Trustees have considered the requirements of the Charity Commission regarding public benefit and are satisfied that the activities of Carlisle Diocese Mothers' Union meet these requirements.

Independent examiner’s report to the trustees of Carlisle Diocese Mothers' Union

I report to the trustees on my examination of the accounts of Carlisle Diocese Mothers' Union (the Charity) for the year ended 31 December 2021.

Responsibilities and basis of report

As the trustees of the Charity, 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 Charity’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.

Independent examiner’s statement

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

  1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or

  2. 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.

Name: Address:

Date:

Carlisle Diocesan Mothers' Union

Consolidated Statement of Financial Activities for the year to 31st December 2021

INCOME
Voluntary Income.
Subscriptions and Levies
Donations
Gift Aid recovered
Special Events inc Summer of Hope
Income from Meetings
Income from Chraitable Activites
A.F.I.A.
Income from Trading Activities
Sales of MU Goods
Turnover related grant from MSH
Other Income
Investment Income
Transfer from Old Marketing A/c
TOTAL INCOME
EXPENDITURE
Payments to Central Mothers' Union
Membership Subscriptions
Donations to Mary Sumner House
Overseas Fund
Summer of Hope
MU Enterprise Goods
Administration & Training
Conference & Training Days
Meeting Costs
Office Holder Expenses
Speakers Fees & Expenses
Other Expenses
AFIA support
Communication & Printing
Fundraising Costs & Project Support
Sundry Expenses incl Branch & Deanery
Admin
TOTAL EXPENDITURE
NET INCOME/ (EXPENDITURE)
General Funds B/fwd
General Funds C/fwd
£
£
20,275
1,764
-
4,537
2,051
28,627
25
-
-
34
2,882
2,916
£31,568
18,950
509
1,184
4,537
-
25,180
690
1,287
5,513
424
7,914
295
1,992
838
1,377
4,502
£37,596
-£6,028
£64,301
£58,273
2021
£
£
21,902
1,081
1,854
25
1,271
26,133
50
700
743
1,443
258
-
258
£27,884
15,877
10,000
-
-
675
26,552
-
1,279
4,777
426
6,482
537
2,251
167
451
3,406
£36,440
-£8,556
£72,857
£64,301
2020
£
£
21,902
1,081
1,854
25
1,271
26,133
50
700
743
1,443
258
-
258
£27,884
15,877
10,000
-
-
675
26,552
-
1,279
4,777
426
6,482
537
2,251
167
451
3,406
£36,440
-£8,556
£72,857
£64,301
2020
£36,440
-£8,556
£72,857
£64,301

Carlisle Diocesan Mothers' Union

Consolidated Balance Sheet as at 31st December 2021

Carlisle Diocesan Mothers' Union
Consolidated Balance Sheet as at 31st December 2021
Carlisle Diocesan Mothers' Union
Consolidated Balance Sheet as at 31st December 2021
Carlisle Diocesan Mothers' Union
Consolidated Balance Sheet as at 31st December 2021
General Fund
£
£
£
£
CBF Deposit Account
22,047
22,047
Cash at Bank - Diocesan Account
21,209
25,657
Cash at Bank - Branches
10,091
11,624
Cash at Bank - Deaneries
4,926
36,226
4,973
42,254
TOTAL FUNDS
£58,273
£64,301
Restricted Fund (One to Five Activities)
Opening Balance
15,738
16,893
Less: 1 to 5 Grants and Expenses
-492
-1,726
Add : Investement Income
133
48
Share valuation increase/ (decrease)
637
523
Closing Balance
£16,016
£15,738
Represented by:
CBF Deposit Account
11,376
11,370
CBF Investment Fund
5,005
4,368
Diocesan Current Account
-365
£16,016
£15,738
2021
2020
£64,301
16,893
-1,726
48
523
£15,738
11,370
4,368
£15,738