2023-12-31-accounts - Money Mum

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"ii*b GOV. U K Charity Commission Charity Commission Annual Return 2022 MONEY MUM Charity registration number: 1170673 Most of the Inforniatlon you giva In thls form wlll become publlcly avallable on the Reg15ter of Charftle8. Any flald that the Charity Commlsslon wlll not dlsplay wlll be clearly marked. This documonl Is a rocord of the Inforniatlon provlded In the Annual Relum 2022. Flnanclal perlod Flnanclal perlod start date 01/011 20 23 Flnanclal perlod end dat• 3111212W 20 L Income and spendlng Income £ £0 Spondlng £ £0 Fundraising - professional fundraiser

Did your charlty raise funds from tho publlc? Govornment contracts Durlng thè flnancial perlod for thls annual return, d, Id the charlty recelve Incoma from contracts (other than grant agrèèments) wllh cenlral government or local authorltlgs7 No Govérnment grants Durlng Ihe flnanclal p•rlod for th1• annual return, dld the charlty recolve Incom• from grant• frorn central govfrrnmenl or local authorltlo87 No Income from oulside the UK Dld your charfty recofve Income from out8ld• th• UK 7 No Spendlng outside England & Wales Dld your chaflty operate oulslde England and Wales? No Trading subsidiaries Dld the charlty have any subsldlarles?

Trustee payments Dld any of the trust8 recelvo any romuneratlon* payrnents or beneflts from the charity other than rofunds oflggltlmate trustse expenses? Dld any of tho trustoes rfrslgn and then lake up employmant with the charity7 Employees. 5alarlos Dld any of your charIt5 staff recelve total amployee b•neflti of £60.000 or mor•7 Seloct No If your charlty not hav• any staff , or does nol pay any •tsff. No For your hlgha8t pald member of ¥taff only, what wa• the total value of th•lr •mployee b•neflt•7 (For examplè If your hlgh•st pald member of •tsff ree•lved £35,000 •nt•r 35000).11 you do not have any staff or dld not pay any staff, ent•r O (zero) £0 Volunteers How many UK volunteer•, •xcludlng tru•to08, dld the charlty have durlng lh• flnanclal perlod? Flnanclal controls Did your charlty revlew Ils Internal flnancial controls? Yes Fundralsing - commercial partlclpator

Prlvacy statement Any inforniation you give us wlll be held securety and processod only In accordance with the rule on data protection. We will not dlsclose your pèrsonal detalls to anyone unconnectsd to tho Charity Commlsslon unless: you havo consented to thelr rnloasa; or we ar• l•qally obligad to disclose them: or we regard d18closure as 8lther (a) necessary so that we can properly carry out our stalutory lunctlons or (b) necessary In the publlc Intèr•8t. We may sharn and dlsclose Infomiatlon about you with relevant public authorftlos, regulatory bodles and ag•ncl88, outslda the Gharlty Commls•lon but only If: we can lawfully do so; and we declde that dlsclosure18 necessary for natlonal securlty, crlmo dotactlon, prnvontlon, and law enforcement, or other Issues In the publlc Inter•st Inforniatlon we collect about you We wlll u80 thls Infomiatlon: To enable us to carry oul our statutory functlons and dutle•; Thls wlll Includo the foll¢)wlng actlons: (a) update, con8olldate, and Improve the accuracy of our record8; (b) undortake crlme detectlon •nd proventlon and law •nforcement and as8lst the Ihlrd partles spoclflod above to Inve8tlgat• or provent crlme and carry out law orforcement: (c) data analysls, tostlng, rn8oarch, 8tatl8tlcal and survey purposes Inforrnatlon wo rec•lv8 from olhor source•. Inforrnation rocelvo from other sources We may comblne thls Inforniatlon wlth Infomiatlon you glvo to U8 and Infomiallon we collect about you. We may uso thls informatlon and the combined Inforniatlon lor the purposes set out above (dependlng on tho type5 of infomiatlon we receive). We wlll ensure that any such dlsclosure and use Is proportionate: considers your rlght to reSct for your prlvate Ilfe; and18 done falrly and lawfully In accordanco wlth the data protection princlplgs of the Data Protection ACL The Data Protectlon Act 1998 regulates the use of 'personal data., whlch is essentlally any Informatlon, however stored, about identlfiable living Indlvlduals.

As a 'data controllerf under the Act, the Charity Commlsslon must comply with it. Any changes we may make to our privacy statsm8nt In the future wlll be set out in the replacement verslon of thls forni. Please check back frequently to see any updates or changes lo our prlvacy policy. Declaratlon Your role at the charlty l¥•lect one): Twstee Glvon namos LOUISE Famlly nam• THORPE Talephon• numb•r 01803869869 Em•ll louise@fieldlngfinancial.com Dato •ubmltt•d a¥EaE3 7. 4. 2oz( It l• a crlmlnal off•ne• under •odlon 60 of the Charltl•8 Act 2011 for anyone to knowlngly or reckle••ty provlde fol$e or mlsleadlng Infomiatlon lo tho commlsslon; Ihl8 Include• •uppr•s•lng. conc•allng or d•itroylng documont•.

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:

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: …………………………………………… 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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