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← The Joint Mathematical Council Of The United Kingdom

2024-07-31-accounts

The Joint Mathematical Council of the United Kingdom

Trustees’ Annual Report for the period from 1 August 2023 to 31 July 2024

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 2023 to 31 July 2024 these were:

Officers

Chair Andy Noyes Deputy Chair Noel-Ann Bradshaw Secretary Chris Chipperton Treasurer Jennie Golding (till November 2023); Fiona Curtis (from November 2023)

Unattached Trustees

Tom Roper (till November 2023) Beth Kelly (from June 2023)

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 Operational Research Society Royal Academy of Engineering Royal Statistical Society Scottish Mathematical Council STEM Learning United Kingdom Mathematics Trust

Authorised Representative

Beth Kelly (till June 2023) Diane Dalby (from June 2023) Fiona Curtis Helen Madeley Alf Coles June Barrow-Green Andrew Wilson Mary McAlinden Paul Glaister Kevin Houston (till November 2023) Mary McAlinden (from November 2023) Ems Lord Charlie Stripp Andrew Davies Ruth Trundley Paul Milner Ems Lord Chiara Carparelli Juliet Upton Zoe Nye Alan Walker Michael Anderson Hannah Telfer (till January 2024) Dianne Flatt (from January 2024)

Wales Institute of Mathematical and

Computational Sciences

Sofya Lyakhova

Co-opted Members

UK Representative to the International Commission

on Mathematics Education 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 (till May 2024) Georgina Holmes (from May 2024) Lian Crierie

  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 2023 to 31 July 2024:

Noel-Ann Bradshaw Deputy Chair (retires November 2024; eligible for re-election) Chris Chipperton Secretary (retires November 2025; not eligible for re-election) Fiona Curtis Treasurer (from November 2023: eligible for re-election) Jennie Golding Treasurer (retired November 2023) Kevin Houston Co-opted Trustee (retired November 2023) Beth Kelly Elected Trustee (retires November 2024; not eligible for re-election) Ems Lord Co-opted Trustee (from November 2023 till August 2024) Sofya Lyakhova Co-opted Trustee (till November 2023) Elected Trustee (from November 2023 till November 2024) Andy Noyes Chair (retires November 2024; not eligible for re-election) Tom Roper Elected Trustee (retired November 2023) Ruth Trundley Co-opted Trustee (from November 2023; first co-opted 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 9 November 2023 (which was also the Annual General Meeting), 22 February 2024 and 13 June 2024. 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: Adult Numeracy (9 November); International Comparisons/PISA (22 February); AI in mathematics education.

An additional meeting was held on 5 October 2023. This gave the opportunity to consider RS ACME’s Maths Futures discussion paper: A new approach to mathematics and data education .

  1. Commissioned Reports A call for expressions of interest to undertake a piece of work on Developing data skills across the mathematics curriculum was put out early in 2024. The report is due to be completed in time for the November General Meeting.

  2. British Congress of Mathematics Education Committee It is hoped to hold BCME10 around Easter 2026. An organising committee was formed in June 2023 with Ed Southall and Ruth Trundley as cochairs.

  3. International Congress of Mathematics Education Bursaries Committee (Chair: Paul Glaister) International Congresses of Mathematics Education are scheduled to be held every four years. ICME15 was held in Sydney, Australia in July 2024.

  4. Meeting of Mathematics Subject Associations Special Interest Group (Honorary Secretary: Diane Lloyd) 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.

  1. 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 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 JMC does not make social investments.

  3. Constitution At the General Meeting on 13 June 2024, Council unanimously resolved to amend the Constitution with a new clause 12.5.7 Where a Deputy Chair is elected Chair, Council may resolve for the maximum number of consecutive terms to be served to be extended to three. Existing clauses12.5.7 to 12.5.12 to be renumbered accordingly.

  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

26 September 2024

Annual accounts 1 August 2023 – 31 July 2024

We continue to have more income than expenditure in terms of cash movements, but our annual subscription income of £12290 is sufficient to meet our running costs (approx. £10,000), enabling us to fund projects.

Brought forward from previous years are the ring-fenced funds associated with BCME (£545.81 + £46,334.32) and ICME bursaries (£1,219.76).

The AMiE contra account refers to monies paid in to JMC by the five associations, so that JMC could pay the initial legal bills. The funding for this has now been fully drawn upon, and no more AMiE expenditure will go through JMC.