CARLISLE DIOCESE MOTHERS, UNION REPORT AND CONSOLIDATED ACCOUNTS FOR THE YEAR ENDED 31ST DECEMBER 2024 Registered Charity No. 1078251 Contents: Report of the Trustees Report of Independent Examiner Consolldated Statement of Financial Actvlties Consolidated Balance Sheet
CARLISLE DIOCESE MOTHERS, UNION Registered Charity No 1078251 Report of the Trustees for the year ended 31st December 2024 The Trustees are pleased to submit their report and accounts for the year ended 315t December 2024. The registered address of the charity is now that of the Dloce5an Trea5ureT . Mrs Julie Barrett, 29 Meadow Close, Lazonby, Penrith. CAIO IBF. The Board of Trustees who served during the year ended 31st December 2024 were . Diocesan President. Deb Lee e Presidents. Carole Gardner Helen Belton. Deaner Archdeaconr Leads. Ann Wodeman Barbara Simpson (co-opted) Kay Shepherd The Board was elected frorn 1st January 2022 for a 3 year term. The Diocesan Presldent , Vlce Presidents and Deanery Leadsare appointed by members of the Diocesan Council by simple majority. Bankers. Cumberland Buildin8 Society, Carlisle CA3 OJF
CARLISLE DIOCESE MOTHERS, UNION Registered Charity No 1078251 Report of the Trustees for the year ended 31st December 2024 The purpose of the Mothers, Union is to be especially contered with all that strengthens marriage and Christian family life. The alm of the Charity is the advancement of the Christlan rellglon Sn the sphere of marr14ge and family lif e. In order to carry out this alm the obierts of the Mother5, Union are- To uphold Christ's teaching on the nature of marriage and to promote its wlder understanding. To encourage parents to bring up their children in the faith and life of the Church. To maintain a world-wide fÈlSowship of Christians united in prayer, worship and service. To promote tondltions in society favourable to stable family life and the protection of children, To help tho.se whose family life has met with ?dversity. Membership Is open to all who have been baptSsed In the name of the HolyTrlnlty and who declare thelr support for the alms and objects of the Mothers, Union. 0nslbllIes 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 flnances of the charity and and review & evaluate it's work. They shall receive, consider and respond to all resolutlons recelved from the Dlocesan Council. Procedures 8re in place for the regulartraining of Tru5tee5 to ensure 8ood prartice and awareness of their responsibilities. Training is also given to Deanery and Branch officers at regular intervals. erv 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 flxed expenditure commitment5, The review has concluded that to allow the charity to be managed efficiently reserves should be kept at a level whlch equates to approximately 12 months of charitable expendtture. anisation Carlisle Diocese Mother5, Union is autonomous and is one ofthe 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 Hou5¢, 24 Tufton Street, London. SWIP 3RB. Review of the Year. In 2024 there were 39 branches and 776 members of the Carlisle DI0Se Mothers, Union, Some member5 not belonging to a particular branch are Diocesan Members, The organisation, whether at Diocesan, Deanery or Branch level, alms to reach out to those in need of all age5. Communities of interest, tggether with Diocesan Sorvioe5, all holp to facilitat¢ the work. I n 4dditi¢n to a55iSting with major proj¥ts
organised by the Action and Outreach Team many branches have their own "mini projects" All the work 15 underpinned by prayer. Carlisle Diocese is linked with 3 dioceses overseas - Dlocese of Zululand. Diocese of Stavanger and Diocese of Northern Argentina - as well as variou5 Christian mission agencies. The Carlisle Diocese Mothers Union also has links with Boga in OR Congo, Tan8a in Tanzania, Qgoni in Nigerja, Manicaland in Zinbabwe and M-Ibourp.R in Australia. To enable all members to be informed. a newsletter Is produced and distributed 3 times a year. During 2024 the Trustees mèt 4 timès and the Council met twice- all meetings were face to face. There wa5 also a face to face Sharing Day held in May 2024 , Ongoing Projects . Away f rom it All IAFIAI . Durlng 2024 CDMU contnued its collaboration with Tim¢ to Change and hired a caravan at Seacote Holiday Park, St Bees. The caravan was offered to families & those needing a break who were unable to afford a holiday. This venture has been well supported and the intention is to continue this in 2025. Hos ital Work .' Providin8 garments for stillborn and premature bables. the provislon of "Crosses in a Pocket" placed in the chapels to comfort those in trouble. The MUFFIN project provldes tolletries for people èdmitted unexpectedly into hospital, refuges arid hostels, Li iths h I During the year LDMU provlded "welcome bags" for parentsl carers of new school starters. Some members were also involved in the "Open the Book" projett which aims to bring the Bible Stories alive ft>r children, a5 well as in other Christian activities. Advocac Durin8 2024 links have been stren8thened with several refuges and hospices providing 'ba8s of care" and 'Gifts of love" SLWLrk- Sadly, slnce the Vlsltors and Chlldren's Supportgroup of HaverlEg Prlson folded In November 2022, MU members have no longer been able to volunteer in the Play Area. Effort5 were Still rnade to retain a contact with the prison throu8h the provision of Christmas cards The Trustee5 have considered the requirements of the Charlty Commission regarding public benefit and are satisfied that the activities of Carlisle Diocese Mothers, Union meet these requirements.
Independent examinerfs report to the trustees of Carllsle Diocese Mothers, Unlon I report to the trustees on my examination of the account5 of Carlisle Diocese Mothers, Union (the Charity) for the year ended 31 December 2024. Responsibilities and basis of report As the trustees of the Charity, you are responsible for the preparation of the accounts in accordance wlth 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 14515)(b) of the Att. Independent examiner's statement I have completed my examination. I confirm that no material matters have come to rny attention in connection with the examination giving me cause to believe that in any material respect: l. accountln8 records were not kept in respect of the Trust as required by section 130 of the Att; or 2. the accounts do not accord with those record5. I have no concern5 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 understandin8 of the accounts to be reached. Name: Mr William Douthwaite Address: Tidal Views, Heversham. Milnthorpe. LA7 7EW
Carllsle Diocesan Mothefs, Unlon Consolldated Statement of Financial Activltles for the year to 31st Decernber 2024 INCOME Voluntsry Incon. Subscriptions and Levies Donations & Legacy Gift Ald recovered Christmas Appeal donations Special Events inc Summer of Hope Income fr¢)m Meetings 2024 2023 20,373 3,617 4,933 1,039 8.918 18.294 2,111 7,925 42,602 32.040 Income from Tfadlng Actlvltles Turnover grant from MSH 778 742 Other Incoffte Investment I ncome 1,318 999 TOTAL INCOME £44,698 £33,781 PENDtTURE Payments to Central Mothers, Unlon Membership Subscriptions Donations to Mary Sumner House Overseas Fund Christmas Appeal Summer of Hopel Make a Mothers Day 17,801 754 869 3,500 74 16,400 30 1,590 294 22,998 18.314 Admlnlstration & Training Conference & Trainin8 Day5 Meetlng Costs Insurance Office Holder Expenses Speakers Fees & Expenses 240 2,720 450 5,103 164 2,493 450 4,313 10,032 8,705 Other Expenses Communication & Printing Prolect Support D8S Membership & Checks Branch & Deanery Admin Exps 3,429 4,217 215 2,908 6,266 145 2.127 12.151 11,447 TOTAL £XPENDinJRE £45,181 £38A66 NEf INCOMEI {EXPENDrruRE) General Funds B/fwd -£483 -£4,685 £52,959 £5744 General Funds c/fwd £52,476 £52959
Carllsle Dio(esan Mothers. Unlon Consolidated Balance Sheet as at 3tst December 2024 2024 202 General Fud CBF Deposit Account 22,047 22,C7 Cash at Bank- Dioce54n ktount Cash at Bank - Branches Cash at Bank- Deanerie5 19,216 10,781 18,736 11,147 30,429 30,912 TOTAL FUNDS (as pèr I&E} £51476 £52,959 Restrlcted Fund (One to Flve Actlvltles) Opening Balance Less.. I to 5 Grants and Expenses Add .. Investment Income Share valuation increase/ Idecreasel aoslng Balance 15,764 -1,770 631 iii £14.736 15,180 -200 369 415 £15.764 Represented by.. CBF Deposit Account CBF Investment Fund Diocesan Cufrent Account 12,526 4,942 .2,732 £14,736 11,895 4.831 .962 £15,764 AFIA (Away Irom it All) Fund Opening Balance Adjustment Iuoyds Bank) Donations and Legacies lincl Caravan) Caravan Expanditure Holidèv Grant aosing Balèiire 5,412 3,780 .2,414 40 £6,738 3.699 4,361 -2,198 5,412 Represented by: Lloyds Current alc DiocesJn Ojrrent Account 6451.12 287 £6,738 5,456 £5,412