2022-12-31-accounts - Money Mum

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REGISTERED CHARITY NUMBER: 1170673

Money Mum ACCOUNTS

31 DECEMBER 2022

PEPLOWS LIMITED

Chartered Accountants

First Floor, 3/4 Cranmere Court Lustleigh Close, Matford Business Park

Exeter Devon EX2 8PW

Money Mum

Year ended 31 December 2022

Reference and Administration Details

Charity Name Money Mum Registered Charity Number 1170673 Principal Office 2 The Cider Warehouse Bridge Court Totnes Devon TQ9 5DB

Names of the Charity Trustees who Manage the Charity

Ms G Fielding Mrs L Thorpe

Names and Addresses of Advisers

Accountants: Peplows Limited First Floor, 3/4 Cranmere Court Lustleigh Close, Matford Business Park Exeter Devon EX2 8PW

Structure, Governance and Management

Description of the Charity:

Type of governing document FOUNDATION REGISTERED 09 DEC 2016 How the Charity is constituted Trust Deed dated 9 December 2016. Trustee selection methods Whenever a vacancy in the Board of Trustees occurs, the continuing Trustees appoint a replacement person of good standing within the local community.

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Fund Policies

Activity has been on hold this year due to the covid pandemic.

In future we will also look to raise funds as Fielding Financial LTD and Financial Investing and Trading LTD Charity of the Year.

Look to develop a bumper professional charity of the year pack to supply to our “friends” we know who have their own business with the aim of becoming their “Charity of the year”.

Reserves Policies

Reserves are held and carried forward for future charitable purposes.

Objective and Activities

The objects are:

Support existing charities: working with Barnardo’s provide our resource and expertise to enhance and develop further their existing money education platform.
Education : Establish an education link and work to produce a suitable formatted “Children’s Financial 5 a day” education piece. This could be an animated lesson which schools can download to teachers and onto their websites or via our website for families to watch. We could create a fun competition to generate interest. Obtain costs – write end to end delivery plan and look to fund.
Self-development : Fully explore linking with Brian Mayne’s goal mapping for kid’s product and the 7 Magic Keys. Look to see how we can promote this product through Money Mum and decide which elements to obtain funding for as there is a cost associated with this.

Achievements and Performance

Limited income due to covid 19.

Financial Review

The Trustees aim to increase activity in the following financial year.

Declaration

The Trustees have had due regard to the public benefit guidance published by the Charity Commission when reviewing the charity’s aims and objectives and planning future activities.

The Trustees declare that they have approved the Trustees’ report above.

Signed on behalf of the Charity’s Trustees

Signature: ……………………………………………

louise thorpe Full Name: …………………………………………… trustee Position: ……………………………………………

10/10/2023 Date: …………………………………………..

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Money Mum

Receipts and payments account for the year ended 31 December 2022

Income Donations Expenditure Insurance Software Bank charges Net income available (Deficit)/surplus to General Fund	£ £ - - 21.10 5,803.60 - 5,824.70 (5,824.70) (5,824.70) - 2022	£ £ - 346.00 - 346.00 (346.00) (346.00) 2021

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Money Mum Statements of assets and liabilities at 31 December 2022 £ £ Accumulated unrestricted funds General Fund Fund at the beginning of the year 5,824.70 Add: Surplus/(deficit) from receipts and payments account (5,824.70) - - Represented by Bank accounts Debtors - Bank current - - - 2022	£ £ 6,170.70 (346.00) 5,824.70 5,824.70 4,903.60 921.10 5,824.70 5,824.70 2021
Accumulated unrestricted funds General Fund Fund at the beginning of the year Add: Surplus/(deficit) from receipts and payments account Represented by Bank accounts Debtors Bank current

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REGISTERED CHARITY NUMBER: 1170673

Money Mum ACCOUNTS

31 DECEMBER 2023

PEPLOWS LIMITED

Chartered Accountants

First Floor, 3/4 Cranmere Court Lustleigh Close, Matford Business Park

Exeter Devon EX2 8PW

Money Mum

Year ended 31 December 2023

Reference and Administration Details

Charity Name Money Mum Registered Charity Number 1170673 Principal Office 2 The Cider Warehouse Bridge Court Totnes Devon TQ9 5DB

Names of the Charity Trustees who Manage the Charity

Ms G Fielding Mrs L Thorpe

Names and Addresses of Advisers

Accountants: Peplows Limited First Floor, 3/4 Cranmere Court Lustleigh Close, Matford Business Park Exeter Devon EX2 8PW

Structure, Governance and Management

Description of the Charity:

-Page 1-

Fund Policies

Activity has been on hold this year due to the covid pandemic.

In future we will also look to raise funds as Fielding Financial LTD and Financial Investing and Trading LTD Charity of the Year.

Look to develop a bumper professional charity of the year pack to supply to our “friends” we know who have their own business with the aim of becoming their “Charity of the year”.

Reserves Policies

Reserves are held and carried forward for future charitable purposes.

Objective and Activities

The objects are:

Support existing charities: working with Barnardo’s provide our resource and expertise to enhance and develop further their existing money education platform.
Education : Establish an education link and work to produce a suitable formatted “Children’s Financial 5 a day” education piece. This could be an animated lesson which schools can download to teachers and onto their websites or via our website for families to watch. We could create a fun competition to generate interest. Obtain costs – write end to end delivery plan and look to fund.
Self-development : Fully explore linking with Brian Mayne’s goal mapping for kid’s product and the 7 Magic Keys. Look to see how we can promote this product through Money Mum and decide which elements to obtain funding for as there is a cost associated with this.

Achievements and Performance

Limited income due to covid 19.

Financial Review

The Trustees aim to increase activity in the following financial year.

Declaration

The Trustees have had due regard to the public benefit guidance published by the Charity Commission when reviewing the charity’s aims and objectives and planning future activities.

The Trustees declare that they have approved the Trustees’ report above.

Signed on behalf of the Charity’s Trustees

Signature: ……………………………………………

louise thorpe Full Name: ……………………………………………

trustee Position: …………………………………………… 09/04/2024 Date: …………………………………………..

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Money Mum Receipts and payments account for the year ended 31 December 2023

Income Donations Expenditure Insurance Software Bank charges Net income available (Deficit)/surplus to General Fund	£ £ - - - - - - - 2023	£ £ - 21.10 5,803.60 - 5,824.70 (5,824.70) (5,824.70) 2022

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