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2023-07-31-accounts

The Joint Mathematical Council of the United Kingdom

Trustees’ Annual Report for the period from 1 August 2022 to 31 July 2023

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) at secretary@jmc.org.uk. 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 2022 to 31 July 2023 these were:

Officers

Chair Andy Noyes Deputy Chair Noel-Ann Bradshaw Secretary Chris Chipperton Treasurer Jennie Golding

Participating Bodies

Body

Authorised Representative

Adults Learning Mathematics Beth Kelly Association of Mathematics Education Teachers Fiona Curtis Association of Teachers of Mathematics Lou Hoskyns-Staples (till June 2023) Helen Madeley (from June 2023) British Society for Research into Learning Mathematics Jeremy Hodgen (till June 2023) Alf Coles (from June 2023) British Society for the History of Mathematics June Barrow-Green Edinburgh Mathematical Society Andrew Wilson Heads of Departments of Mathematical Sciences Jan van den Heuvel Institute of Mathematics and its Applications Paul Glaister London Mathematical Society Kevin Houston The Mathematical Association Tom Roper (till June 2023) Ems Lord (from June 2023) Mathematics in Education and Industry Charlie Stripp

Mathematics in Education and Industry National Association for Numeracy and

Mathematics in Colleges National Association of Mathematics Advisers National Numeracy NRICH Operational Research Society Royal Academy of Engineering

Graham Griffiths Ruth Trundley Paul Milner Ems Lord Fay Moore Rhys Morgan (till February 2023) Juliet Upton (from February 2023) Jonathan Everett (till February 2023) Zoe Nye (from February2023) Alan Walker Stephen Lyon Hannah Telfer (till June 2023) Dianne Flatt (from June 2023)

Royal Statistical Society

Scottish Mathematical Council STEM Learning United Kingdom Mathematics Trust

Wales Institute of Mathematical and

Computational Sciences

Sofya Lyakhova

Co-opted Members

UK Representative to the International Commission on Mathematics Instruction Paul Glaister Social Media Lead

Richard Perring

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/Catherine Mackenzie Julie Harris John Neeson

Sue Madgwick Hannah Stoten/Steve Wren Sarah Old Cath Boulton Anthony Tomei Sue Pope Pete Kennedy (till June 2023) Lian Crierie (from June 2023)

  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 2022 to 31 July 2023:

Noel-Ann Bradshaw Deputy Chair (retires November 2023; eligible for re-election) Chris Chipperton Secretary (retires November 2025; not eligible for re-election) Jennie Golding Treasurer (retires November 2023; not eligible for re-election) Graham Griffiths Elected Trustee (retired November 2022) Kevin Houston Co-opted Trustee (from November 2022; first co-opted November 2019) Beth Kelly Elected Trustee (from November 2022; eligible for re-election) Sofya Lyakhova Co-opted Trustee (from November 2022; first co-opted November 2019) Andy Noyes Chair (retires November 2024; not eligible for re-election) Tom Roper Elected Trustee (from November 2022; to retire November 2023)

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 10 November 2022 (which was also the Annual General Meeting), 23 February 2023 and 9 June 2022. 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 Digital Technology (10 November); the Maths to 18 (23 February); Data Literacy and Data Science (8 June). The minutes of meetings are published on the JMC website, www.jmc.org.uk.

  6. Commissioned Reports The Working Group formed in January 2022 continued to consider the use of digital technology in mathematics education . Five further meetings of the group took place leading to the

report being published in July 2023. The report on Mathematics education and digital technology is available on the JMC website https://www.jmc.org.uk/wordpress-cms/wp-content/uploads/2023/07/JMCDigitech-Report-July-2023-1.pdf

A background report On the use of technology in university mathematics teaching and assessment in STEM degree schemes (Sofya Lyakhova) was also published on the JMC website https://www.jmc.org.uk/wordpress-cms/wp-content/uploads/2023/07/Technology-in-HEI-mathematicsteaching-and-assessment17621.pdf

  1. British Congresses of Mathematics Education Committee Following a prolonged absence due to Covid, it is hoped to hold BCME10 around Easter 2025. An organising committee was formed in June 2023 with Ed Southall and Ruth Trundley as co-chairs.

  2. International Congresses of Mathematics Education Bursaries Committee (Chair: Paul Glaister) International Congresses of Mathematics Education are scheduled to be held every four years. ICME15 is due to be held in Sydney, Australia in July 2024. Bursaries will be available for travel and accommodation.

  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 develop arrangements for 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 A considerable amount from the subscription income is used to meet the cost of up to three face-to-face meetings each year. Decreased meeting costs due to the pandemic and rail strikes allowed for an increased amount to be spent on commissioned project work as the JMC continues 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 Trustees have reviewed the Constitution during the year.

  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.

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.

  2. Signed on behalf of the charity’s trustees

Chris Chipperton

Secretary

29 September 2023

JMC Accounts for 01 August 2022 – 31 July 2023

Opening total balance at 01 August 2022 £19,523.89

Balance at 01 August 2023: 25,328.04, including restricted monies of £1219.76 for ICME bursaries, and £4808.40 for ‘5 into 1’(MMSA) work

Opening total balance at 01 August 2022£19,523.89
Balance at 01 August 2023:25,328.04,including restricted monies of £1219.76 for ICME
bursaries, and £4808.40 for ‘5 into 1’(MMSA) work		 Opening total balance at 01 August 2022£19,523.89
Balance at 01 August 2023:25,328.04,including restricted monies of £1219.76 for ICME
bursaries, and £4808.40 for ‘5 into 1’(MMSA) work		 Opening total balance at 01 August 2022£19,523.89
Balance at 01 August 2023:25,328.04,including restricted monies of £1219.76 for ICME
bursaries, and £4808.40 for ‘5 into 1’(MMSA) work		 Opening total balance at 01 August 2022£19,523.89
Balance at 01 August 2023:25,328.04,including restricted monies of £1219.76 for ICME
bursaries, and £4808.40 for ‘5 into 1’(MMSA) work		 Opening total balance at 01 August 2022£19,523.89
Balance at 01 August 2023:25,328.04,including restricted monies of £1219.76 for ICME
bursaries, and £4808.40 for ‘5 into 1’(MMSA) work		 Opening total balance at 01 August 2022£19,523.89
Balance at 01 August 2023:25,328.04,including restricted monies of £1219.76 for ICME
bursaries, and £4808.40 for ‘5 into 1’(MMSA) work
Income Budget in
£		 To date Expenditure Budget in
£		 To date
Subscriptions
Restricted
Income 5
into 1		 12,290.00 11,120
12,000		 JMC rep expenses
Officer and other
trustee expenses
JMC Meetings (2 in
person + trustees’
Autumn review day)
Insurance
Internet (+web
hosting)
CfSA
Projects
Speaker expenses
Expenditure 5 into 1		 600.00
2000.00
5000.00
400.00
400.00
250.00
8000.00
1200.00
0.00
928.94
3402.16
376.00
284.52
250.00
4982.63
0.00
7191.60
Total 12,290.00 23,120 Total 17,850.00 17415.85

Reconciliation: £19,523.89 + £23,120 - £17415.85 = £25,328.04 in current account at 01.08.2023 Balance in JMC deposit account, 01.08.23: £16,738.84

Monies restricted to activity associated with BCME:

Balance in Teachers BS account, 01.08.23 : £45,521.27 (restricted fund for BCME related activity) Balance in BCME current account, 01.08.23 : £545.81 (restricted fund)

Notes

Our financial position remains healthy, in large part due to unexpectedly further reduced face to face activity, and under-spend on planned projects.

Committed expenditure within the current account balance includes £1219.76 for ICME bursaries, and £4808.40 for 5 into 1 work; the digital technology project underspent. The ICME bursary balance arises from repayment of bursaries allocated for ICME 2020, which in the event was held in 2021 but which not all bursary-holders attended. The next ICME takes place in Sydney in July 2024 and it is anticipated that JMC will be asked to hold, and disburse, further bursary monies for that, resulting in a clearance of ICME-designated funds. The unrestricted balance in the current account therefore stands at £19,299.88, i.e. rather more than at the start of the year (the opening balance also included £1219.76 re ICME bursaries), which was not the intention.

MMSA-related restricted funds for costs associated with the legal processes associated with the proposed professional association merger (‘5 into 1’), are included above. It is anticipated that the 5 into 1 balance will be fully spent, although JMC might hold further monies pending the setting up of a bank account by the new single association AMiE, should the merger go ahead; those would then transfer to the new CIO.

We arranged for the closure of the Teachers’ BS account at the end of September when we anticipated that plans for a BCME 2025 would go ahead, and so a considerable balance would be needed in September to cover venue deposit. That now looks unlikely.