## CARLISLE DIOCESE MOTHERS' UNION
REPORT AND CONSOLIDATED ACCOUNTS FOR THE YEAR ENDED 31ST DECEMBER 2022
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 2022
The Trustees are pleased to submit their report and accounts for the year ended 31st December 2022
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 2022 were :
Diocesan President.
Deb Lee
Vice Presidents. Carole Gardner Mary Banks
Unit Co-ordinator Action and Outreach
Daphne Sisson
Deanery Leaders
Brenda Gear Ann Wodeman Rev Mandy Jones Barbara Simpson Kay Shepherd
The Board was elected from 1st January 2022 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 2022
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 2022 there were 44 branches and 878 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 2022 the Trustees met 4 times and the Council met twice - all meetings were face to face. A quiet day was held in April 2022 and was attended by around 20 members.
The General Meeting of the Mothers Union was held in Belfast in September and attended by several members.
## 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.
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.
Prison Work - Sadly, since the Visitors and Children's Support group of Haverigg Prison folded in November 2022, MU members have no longer been able to volunteer in the Play Area.
Efforts were still made to retain a contact with the prison in order to provide Christmas cards for prisoners.
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 2022.
## **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: Mr William Douthwaite Address: Tidal Views, Heversham. Milnthorpe. LA7 7EW**
**Date: 25.9.2023**
## **Carlisle Diocesan Mothers' Union**
## **Consolidated Statement of Financial Activities for the year to 31st December 2022**
|**INCOME**
**Voluntary Income.**
£
£
Subscriptions and Levies
19,557
Donations & Legacy
4,703
Gift Aid recovered
0
Special Events inc Summer of Hope
9,056
Income from Meetings
3,603
36,919
**Income from Chraitable Activites**
A.F.I.A.
**Income from Trading Activities**
Sales of MU Goods
0
Turnover grant from MSH (2 yrs)
1,283
1,283
**Other Income**
Investment Income
284
Transfer from Old Marketing A/c
0
284
**TOTAL INCOME**
**38,486**
**EXPENDITURE**
**Payments to Central Mothers' Union**
Membership Subscriptions
17,108
Donations to Mary Sumner House
721
Overseas Fund
1,741
Summer of Hope
253
19,822
**Administration & Training**
Conference & Training Days
90
Meeting Costs
3,578
Insurance (2 yrs)
880
Office Holder Expenses
4,159
Speakers Fees & Expenses
1,181
9,888
**Other Expenses**
AFIA support
793
Communication & Printing
1,893
Fundraising Costs & Project Support
2,907
CDMU Website
800
DBS Registration
145
Sundry Expenses incl Branch & Deanery
Admin
2,867
9,405
**TOTAL EXPENDITURE**
**39,115**
**NET INCOME/ (EXPENDITURE)**
**-£629**
**General Funds B/fwd**
**£58,273**
**General Funds C/fwd**
**£57,644**
2022|£
£
20,275
1,764
-
4,537
2,051
28,627
25
-
-
0
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|£
£
20,275
1,764
-
4,537
2,051
28,627
25
-
-
0
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|
|---|---|---|
|||**£37,596**|
|||**-£6,028**
**£64,301**
**£58,273**|
## **Carlisle Diocesan Mothers' Union**
## **Consolidated Balance Sheet as at 31st December 2022**
|**Carlisle Diocesan Mothers' Union**
**Consolidated Balance Sheet as at 31st December 2022**|**Carlisle Diocesan Mothers' Union**
**Consolidated Balance Sheet as at 31st December 2022**|**Carlisle Diocesan Mothers' Union**
**Consolidated Balance Sheet as at 31st December 2022**|
|---|---|---|
|**General Fund**
£
£
£
£
CBF Deposit Account
22,047
22,047
Cash at Bank - Diocesan Account
18,063
21,209
Cash at Bank - Branches
12,402
10,091
Cash at Bank - Deaneries
5,132
35,597
4,926
36,226
**TOTAL FUNDS**
**£57,644**
**£58,273**
**Restricted Fund (One to Five Activities)**
Opening Balance
16,016
15,738
Less: 1 to 5 Grants and Expenses
-397
-492
Add : Investement Income
150
133
Share valuation increase/ (decrease)
-589
637
Closing Balance
**£15,180**
**£16,016**
Represented by:
CBF Deposit Account
11,525
11,376
CBF Investment Fund
4,416
5,005
Diocesan Current Account
-762
-365
**£15,180**
**£16,016**
2022
2021|||
||||
|||**£58,273**|
|||15,738
-492
133
637|
|||**£16,016**|
|||11,376
5,005
-365|
|||**£16,016**|
## CARLISLE DIOCESE MOTHERS' UNION
REPORT AND CONSOLIDATED ACCOUNTS FOR THE YEAR ENDED 31ST DECEMBER 2022
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 2022
The Trustees are pleased to submit their report and accounts for the year ended 31st December 2022
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 2022 were :
Diocesan President.
Deb Lee
Vice Presidents. Carole Gardner Mary Banks
Unit Co-ordinator Action and Outreach
Daphne Sisson
Deanery Leaders
Brenda Gear Ann Wodeman Rev Mandy Jones Barbara Simpson Kay Shepherd
The Board was elected from 1st January 2022 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 2022
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 2022 there were 44 branches and 878 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 2022 the Trustees met 4 times and the Council met twice - all meetings were face to face. A quiet day was held in April 2022 and was attended by around 20 members.
The General Meeting of the Mothers Union was held in Belfast in September and attended by several members.
## 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.
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.
Prison Work - Sadly, since the Visitors and Children's Support group of Haverigg Prison folded in November 2022, MU members have no longer been able to volunteer in the Play Area.
Efforts were still made to retain a contact with the prison in order to provide Christmas cards for prisoners.
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 2022.
## **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: Mr William Douthwaite Address: Tidal Views, Heversham. Milnthorpe. LA7 7EW**
**Date: 25.9.2023**
## **Carlisle Diocesan Mothers' Union**
## **Consolidated Statement of Financial Activities for the year to 31st December 2022**
|**INCOME**
**Voluntary Income.**
£
£
Subscriptions and Levies
19,557
Donations & Legacy
4,703
Gift Aid recovered
0
Special Events inc Summer of Hope
9,056
Income from Meetings
3,603
36,919
**Income from Chraitable Activites**
A.F.I.A.
**Income from Trading Activities**
Sales of MU Goods
0
Turnover grant from MSH (2 yrs)
1,283
1,283
**Other Income**
Investment Income
284
Transfer from Old Marketing A/c
0
284
**TOTAL INCOME**
**38,486**
**EXPENDITURE**
**Payments to Central Mothers' Union**
Membership Subscriptions
17,108
Donations to Mary Sumner House
721
Overseas Fund
1,741
Summer of Hope
253
19,822
**Administration & Training**
Conference & Training Days
90
Meeting Costs
3,578
Insurance (2 yrs)
880
Office Holder Expenses
4,159
Speakers Fees & Expenses
1,181
9,888
**Other Expenses**
AFIA support
793
Communication & Printing
1,893
Fundraising Costs & Project Support
2,907
CDMU Website
800
DBS Registration
145
Sundry Expenses incl Branch & Deanery
Admin
2,867
9,405
**TOTAL EXPENDITURE**
**39,115**
**NET INCOME/ (EXPENDITURE)**
**-£629**
**General Funds B/fwd**
**£58,273**
**General Funds C/fwd**
**£57,644**
2022|£
£
20,275
1,764
-
4,537
2,051
28,627
25
-
-
0
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|£
£
20,275
1,764
-
4,537
2,051
28,627
25
-
-
0
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|
|---|---|---|
|||**£37,596**|
|||**-£6,028**
**£64,301**
**£58,273**|
## **Carlisle Diocesan Mothers' Union**
## **Consolidated Balance Sheet as at 31st December 2022**
|**Carlisle Diocesan Mothers' Union**
**Consolidated Balance Sheet as at 31st December 2022**|**Carlisle Diocesan Mothers' Union**
**Consolidated Balance Sheet as at 31st December 2022**|**Carlisle Diocesan Mothers' Union**
**Consolidated Balance Sheet as at 31st December 2022**|
|---|---|---|
|**General Fund**
£
£
£
£
CBF Deposit Account
22,047
22,047
Cash at Bank - Diocesan Account
18,063
21,209
Cash at Bank - Branches
12,402
10,091
Cash at Bank - Deaneries
5,132
35,597
4,926
36,226
**TOTAL FUNDS**
**£57,644**
**£58,273**
**Restricted Fund (One to Five Activities)**
Opening Balance
16,016
15,738
Less: 1 to 5 Grants and Expenses
-397
-492
Add : Investement Income
150
133
Share valuation increase/ (decrease)
-589
637
Closing Balance
**£15,180**
**£16,016**
Represented by:
CBF Deposit Account
11,525
11,376
CBF Investment Fund
4,416
5,005
Diocesan Current Account
-762
-365
**£15,180**
**£16,016**
2022
2021|||
||||
|||**£58,273**|
|||15,738
-492
133
637|
|||**£16,016**|
|||11,376
5,005
-365|
|||**£16,016**|
##
##
##
##