2021-07-31-accounts

The Joint Mathematical Council of the United Kingdom

Trustees’ Annual Report for the period from 1 August 2020 to 31 July 2021

Who is the JMC?

1. Governance The Joint Mathematical Council of the United Kingdom (also known as ‘The JMC’) is a Charitable Incorporated Organisation registered with the Charity Commission for England and Wales, Registered Charity Number: 1171223. The JMC’s governing document is its Constitution.

2. Address The JMC’s principal office is in England at De Morgan House, 57-58 Russell Square, London, WC1B 4HS but all correspondence should be addressed to the Secretary (currently: Mr Chris Chipperton, Secretary, The Joint Mathematical Council of the United Kingdom, 5 Railton Meadow, Woodmansey, Beverley, East Yorkshire, HU17 0UU). The JMC’s website can be found at www.jmc.org.uk.

3. Membership The membership of the JMC consists of its Officers, Participating Bodies, Co-opted Members and Observing Bodies; during the period from 1 August 2020 to 31 July 2021 these were:

Officers

Chair Andy Noyes Deputy Chair Alice Rogers (until November 2020); Noel-Ann Bradshaw (from November 2020) Secretary Chris Chipperton Treasurer Jennie Golding

Participating Bodies

Body

Adults Learning Mathematics

Association of Mathematics Education Teachers Association of Teachers of Mathematics

British Society for Research into Learning Mathematics British Society for the History of Mathematics Edinburgh Mathematical Society Heads of Departments of Mathematical Sciences Institute of Mathematics and its Applications London Mathematical Society The Mathematical Association

Mathematics in Education and Industry National Association for Numeracy and

Mathematics in Colleges National Association of Mathematics Advisers National Numeracy

NRICH representing the Millennium Mathematics Project Operational Research Society Royal Academy of Engineering Royal Statistical Society Scottish Mathematical Council STEM Learning United Kingdom Mathematics Trust Wales Institute of Mathematical and

Computational Sciences

Authorised Representative

Jeff Evans (until November 2020) Beth Kelly (from November 2020) Helen Farmery Heather Davis (until April 2021) Hayden Rissbrook (from April 2021) Jeremy Hodgen June Barrow-Green Andrew Wilson Jan van den Heuvel Paul Glaister Kevin Houston Peter Ransom (until November 2020) Tom Roper (from November 2020) Charlie Stripp

Graham Griffiths Matt Lewis Mike Ellicock (until May 2021) Sam Sims (from May 2021) Ems Lord Evelyn Hardy

Carol Lyon Stephen Lyon Hannah Telfer

Sofya Lyakhova

Co-opted Members

UK Representative to the International Commission on Mathematics Instruction Chris Budd

Observing Bodies

Body Department for Education [England] Department of Education [Northern Ireland] Education Scotland

National Centre for Excellence in the Teaching of Mathematics Office for Standards in Education

The Office of Qualifications and Examinations Regulation The Royal Society The Royal Society Advisory Committee on Mathematics Education Scottish Qualifications Authority Welsh Government Education Directorate

Authorised Representative Alex Smith Julie Harris Andy Brown (until May 2021) Pamela Di Nardo (from May 2021)

Sue Madgwick Emma Gregory (until May 2021) Hannah Stoten or Steve Wren (from May 2021) Sarah Old Helen Harth Anthony Tomei Sue Pope Alison Thom

1. Trustees The trustees are the officers, Elected Trustees and Co-opted Trustees. The Elected Trustees and the Co-opted Trustees must be Authorised Representatives of Participating Bodies at the time of their appointment.

Trustees for the period from 1 August 2020 to 31 July 2021:

Noel-Ann Bradshaw Deputy Chair (retires November 2023; eligible for re-election) Chris Chipperton Secretary (retires November 2022; eligible for re-election) Heather Davis Elected Trustee (retired April 2021) Jennie Golding Treasurer (retires November 2023; not eligible for re-election) Graham Griffiths Elected Trustee (retires November 2022; eligible for re-election) Kevin Houston Co-opted Trustee (from November 2020; first co-opted November 2019) Sofya Lyakhova Co-opted Trustee (from November 2020; first co-opted November 2019) Andy Noyes Chair (retires November 2021; eligible for re-election) Alice Rogers Deputy Chair (retired November 2020)

The JMC has no corporate trustees. No trustee holds title to property belonging to the JMC. The JMC does not act as a Custodian Trustee for any other charity.

What does the JMC do?

1. Objects The JMC’s Constitution states that ‘The objects of the Council are, for the public benefit, to advance the knowledge, understanding, study and education of the public in the subject of mathematics, including by:

2. sharing knowledge, best practice and teaching methods amongst individuals and organisations teaching mathematics; and

3. liaising with mathematical bodies, national education policy makers and government in furthering the objects.’

4. Incorporation The JMC was incorporated on 20 January 2017 as a Charitable Incorporated Organisation. It is the successor to the unincorporated Joint Mathematical Council of the United Kingdom which was founded in 1962 and first met in 1963. The old body was dissolved on 17 August 2017 and the minutes of its final meetings, its final report and its final accounts were approved at the meeting of the new body on 14 November 2017.

5. Meetings For the furtherance of its objects, the JMC normally holds General Meetings three times a year to promote communication between mathematical bodies in the United Kingdom. General Meetings were held on 12 November 2020 (which was also the Annual General Meeting), 16 February 2021 and 8 June 2021. Meetings of the Trustees preceded these meetings. The General Meetings received reports from Participating Bodies and Observing Bodies as well as from JMC representatives on external bodies, and discussed issues of concern raised. The afternoon sessions were given over to the discussion of topics: Mathematics Education and Gender (12 November); the Impact of COVID-19 (on mathematics education) (16 February); The Use of Digital Technology in Mathematics Education) (8

June). An additional General Meeting was held on 17 March 2021 solely to discuss the planned Institute of Teaching in England. Due to the COVID-19 pandemic, all meetings were held online. The minutes of meetings are published on the JMC website, www.jmc.org.uk.

1. Commissioned Reports The final report on Additional mathematics papers for entry to English universities: Their role, purpose and impact (Jennie Golding, UCL Institute of Education) was received in September 2020. The report is available on the JMC website, https://www.jmc.org.uk/2020/08/06/news-article-number-2/.

Two projects have been commissioned for reporting in the latter part of 2021. These are Mathematics education 5-14 and gender: Affect, attitudes and aspiration and Mathematics education 14-18 and gender: Participation and attainment.

1. British Congresses of Mathematics Education Committee The JMC recognises that there is a changing landscape for professional development and consideration needs to be given to a more radical shift in how such events might be organised.

2. International Congresses of Mathematics Education Bursaries Committee (Chair: Chris Budd) International Congresses of Mathematics Education are scheduled to be held every four years. ICME14 was due to be held in Shanghai in 2020. Due to the COVID-19 pandemic this was postponed and a hybrid event was held in July 2021. Bursaries awarded for travel and accommodation are to be recovered and the funds returned to the Institute of Mathematics and its Applications and the London Mathematical Society.

3. Meeting of Mathematics Subject Associations Special Interest Group (Honorary Secretary: John Barton) This group was established as a SIG of the JMC on 9th June 2017. MMSA consists of five associations, AMET, ATM, MA, NANAMIC and NAMA. NCETM and The Royal Society also attend meetings. Each subject association covers its own costs for the attendance of two representatives. The MMSA organisations have continued to explore their possible merger.

4. Relationships with other bodies The JMC has the following relationships with other bodies.

The JMC is a member of the Council for Subject Associations.

The JMC is a member of the National Council for Voluntary Organisations.

The JMC also has the following relationships with other bodies as part of which the JMC neither makes payment nor receives payment:

The London Mathematical Society generously allows the JMC to use its address as the address of the JMC’s principal office.

The National Centre for Excellence in the Teaching of Mathematics invites the JMC to nominate a representative to the National Maths Hubs Forum.

The Royal Society includes the Chair of the JMC among the members of its Advisory Committee on Mathematics Education.

The JMC is also represented at other meetings from time to time.

The JMC has no employed staff or paid consultants.

1. Public Benefit The Trustees have had due regard to the public benefit guidance of the Charity Commission of England and Wales when exercising any powers or duties to which the guidance is relevant.

The JMC’s finances and governance

1. Context Normally, a considerable amount from the subscription income is used to meet the cost of the three meetings each year. With decreased meeting costs due to the pandemic, an increased amount has been spent on JMC infrastructure and commissioned projects as the JMC continues to look for ways to further its objects. The funds relating to the British Congress of Mathematics Education are held in a restricted fund devoted to the holding of such conferences.

2. Financial Position The report on the JMC’s financial position is included with the Annual Accounts which accompany this report.

3. Reserves The Trustees have adopted a policy on general reserves; the ‘JMC will maintain reserves of approximately twice the annual ordinary turnover at the financial low-point of the year (typically after payment of November meeting costs, before new year’s subscription invoices are paid). The majority of this reserve will be kept in a deposit account and/or other investment account approved by the trustees.’

The Trustees have also adopted a policy on reserves relating to the BCME Restricted Fund; the ‘JMC will aim to maintain reserves of 15–20% of BCME turnover, derived from BCME operating surpluses, as a restricted fund which will be (at least largely) kept in the above-mentioned or other deposit/investment account(s) over periods of low BCME-related activity. The manner of such investment will be approved by trustees, who will endeavour to steward such monies prudently.’

1. Grant Making Apart from the bursaries to BCME and its involvement in organising bursaries for those attending the International Congresses of Mathematics Education which are also held every four years, the JMC does not make grants.

2. Social Investment The JMC does not make social investments.

3. Constitution The Constitution was amended to allow General Meetings to be held electronically (online).

4. Bye Laws The Trustees have reviewed the JMC’s Bye Laws during the year.

5. Policies The Trustees have reviewed the JMC’s policies during the year. With much of the money that might be invested being in the BCME Restricted Fund, a detailed policy on investments needs to be drawn up now the BCME review is complete.

6. The Bye Laws and policies, as well the Constitution, can be found at http://www.jmc.org.uk/ documents.htm.

During the year the Trustees have reviewed the risk register.

Declaration

1. Approval The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Chris Chipperton

Secretary

2 October 2021

JMC Accounts for 01 August 2020 – 31 July 2021

Openingcurrent account balance,01.08.2020:£10354.32	Openingcurrent account balance,01.08.2020:£10354.32	Openingcurrent account balance,01.08.2020:£10354.32
Income	Expenditure	Budget
Subscriptions (all requests received) 12110.00	JMC rep expenses Officer and co-opted expenses JMC Meetings Insurance Logo design Internet (and) website CfSA Projects Speaker expenses Payment ICME 0.00 0.00 0.00 366.00 500.00 259.20 2895.00 200.00 0.00 0.00 235.00	600.00 3000.00 5000.00 400.00 2300.00 200.00 8000.00 1600.00 500.00
Total 12110.00	Total 4455.20	21600.00
Balance as at 31.07.21: £18009.12
Committed expenditure within current account balance: £215 for ICME bursaries,£8000 forprojects.
Uncommitted current account balance 31.07.2021: £9794.12

The accounts have been independently examined, and verified, by the Treasurer of AMET. Note that remote meetings of JMC and associated bodies have had a significant effect on our operational budget, with no expenditure on trustee or speaker travel, meeting room and refreshment costs, or JMC attendance at other meetings. Planned development of the website and associated expenditure was more expensive than anticipated, but the new website is now operational and no further expenditure is anticipated in the near future. Low meeting expenditure means we can undertake small projects without dipping into reserves; nevertheless, the intention is to reduce the deposit account balance over time, rather than raise subscription levels.

Balance in JMC deposit account, 31.07.21: £16,733.34

Monies restricted to activity associated with BCME:

Balance in Teachers BS account, 31.07.21: £45,385.11 (restricted fund for BCME related activity) Balance in BCME current account, 31.07.21: £573.96 (restricted fund)

One item for ongoing trustee consideration should be the range of purposes for which BCME money might be used .