Mothers’ Union Diocese of St Edmundsbury & Ipswich
REPORT AND FINANCIAL STATEMENTS
Year ended 31 December 2022
Registered Charity No. 249726
Mothers’ Union - Diocese of St Edmundsbury & Ipswich (249726) CONTENTS 31 December 2022
| Page | |
|---|---|
| Trustees’ Report | 1 |
| Diocesan Receipts Account | 3 |
| Diocesan Payments Account | 4 |
| Branch & Deanery Summary | 5 |
| Statement of Assets and Liabilities | 6 |
| Independent Examiner’s Report | 7 |
Trustees’ Annual Report for the year ending 31 December 2022
Mothers’ Union in St Edmundsbury and Ipswich is alive and well, energetic and vibrant! Transforming Now so that we can meet the challenges of the future, while maintaining our core values. Last year saw many funerals, but with these also came thanksgiving to God for lives well-lived and much loved: friends and family members will be sorely missed.
The Queen After the joy of celebrating our Patron Queen Elizabeth’s Platinum Jubilee in the summer, it was with sadness that, on behalf of our members, we acknowledged her passing.
Transformation Now The theme for this Triennium is “Transformation - Now!”. Here, in our diocese, we began the process of transformation and with renewed enthusiasm and impetus started introducing new ways of doing / being Mothers’ Union. Significant changes were happening.
Social Media and Technology We adapted and changed the way we used technology which enabled us to continue meeting together. Using Zoom, YouTube services, online streaming of services from MSH, Facebook, WhatsApp and other social media groups.
Communication between Mary Sumner House and the membership also changed with the introduction of a restructuring programme, updating technology, reorganising the administration and employing new staff. We too reviewed, updated and extended our database and contacts in order to reach more people and forge closer links within the diocese.
Services around the diocese We engaged with more diocesan events, attended Cathedral worship, the Vocations Fair, we served on the Diocesan Mission and Ministry team and as the Bishop’s representative attended Diocesan Synod meetings.
Listening to members views through our Re-imagining coffee mornings enabled us to respond, and pledge our commitment to three specific areas in the Reimagining conversation. Our monthly newsletter name changed to reflect the new era from “Peculiar Times” to “Transformation - Now!” to represent a post-covid turning point.
Annual subscription Arrangements were updated, with the introduction of direct debit payments (as well as cheques) for annual subscriptions, thus reducing the workload of branch treasurers.
Fellowship Groups Some branches, who might otherwise have closed due to lack of people to manage the accounts and administration, have switched to become Fellowship Groups, a new format trialled this year which removes the need for branch officers and admin tasks but which allows members to continue to meet in Faith, Fun and fellowship.
Communities of Interest The previous units of Action and Outreach, Faith and Policy, Communication and Finance have been transformed in to a new concept of Communities of Interest (COI). Action and Outreach is transformed to Development COI, Faith and Policy transformed to two COIs, that of Faith COI and Policy COI, with Communication transformed to Media and PR COI.
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Communities of Interest are not just about the people who take the roles of a COI Lead or officer within that COI. This new format enables all members to become part of whichever Community of Interest they wish. Whether their focus is prayer, craft work, campaigns or making Mothers’ Union visible. We urgently need someone to help us with Publicity and Communication and Prison work.
Strategy We continued with our ABC strategy (AFIA, Befriending and Clewer, the partnership with Mothers’ Union to address issues of modern day slavery.
Mothers’ Union events With the lifting of covid restrictions, I had the opportunity to attend many happy and social events such a Fellowship Group Pancake Party, a Strawberry Tea and a Garden Party, along with several other occasions speaking at branch meetings, being interviewed on Mothering Sunday by Radio Suffolk, and twice being invited to talk about the work of Mothers’ Union within the context of church services.
On two occasions I was delighted to support new young clergy at their licencing services. It was also a joy to be able to attend Area events like the North Suffolk Quiet Day, the I-Chameleon fund-raising shop in Halesworth, and Ipswich Area Coffee Mornings.
Thank you We thank God for all those who have contributed much to Mothers’ Union in our diocese during 2022, and in particular are grateful to the members of our Trustee Board - for Jeanette, Sandra, Sue and Val who have continued into a second term of office; for our Officers and Community of Interest leads, website and MUe sales, and for Catherine’s spiritual input in her first year as our Chaplain.
And we thank God for the support of our Bishops, senior staff in the diocese, clergy (local and otherwise), readers and lay elders.
We also thank those who are “unseen” such as Alan Forsdike in supporting Catherine, and Keith Foulds who so often plays the organ for us at our special services, the staff at the Salvation Army HQ and our printers. But special thanks as always must go to Beryl for everything she does on our behalf in her admin role, and for all those who work with her behind-the-scenes.
Linda Ginn Diocesan President 16[th] March 2023
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Mothers' Union - Diocese of St Edmundsbury & Ipswich 249726
Diocesan Receipts Account for year ending 31st December 2022
----- Start of picture text -----
MSH MSH Diocesan Diocesan
Total Unrestricted Designated Unrestricted Designated
Funds Funds Funds Funds Funds
£ £ £ £ £
For Mary Sumner House (MSH)
Literacy & Financial Education (Designated) 925 925
Britain & Ireland Development (Designated) 630 630
Overseas Relief Work (Designated) 912 912
Overseas Development (Designated) 1,040 1,040
Provident Fund (Designated) 495 495
Mothers' Day Appeal 0 0
Summer of Hope Appeal 1,049 1,049
Christmas Appeal 90 90
Subscriptions 2023 6,741 6,741
Subscriptions 2022 7,026 7,026
Subscriptions 2021 100 100
Subscriptions 2020 15 15
General Funds 407 407
Sub Total 19,430 15,428 4,002
For Diocesan MU
Easy Funding for AFIA 166 166
AFIA 209 209
Womens' Refuge 40 40
Prisoners' Cards 211 211
Indoor Members 400 400
Diocesan Members 220 220
Over 90 Members 100 100
Ipswich Area 590 590
North Suffolk Area (NSA) 1,615 1,615
Gift Aid 0 0
Subscription 2023 1,124 1,124
Subscriptions 2022 1,055 1,055
Subscriptions 2021 16 16
Subscriptions 2020 7 7
Donations 0 0
General Fund 1,486 1,486
Church Services 239 239
Interest 333 333
Sundries 143 143
MUe Dividend 889 889
Sub Total 8,843 5,292 3,551
Sub Total MSH and Diocese 28,273
Deduct receipts from Branches (page 5) 18,013
Sub Total 10,260
Petty Cash Receipts 0
Branch Receipts (page 5) 19,587
MUe Sales 9,945
Grand Total 39,792
----- End of picture text -----
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Mothers' Union - Diocese of St Edmundsbury & Ipswich 249726
Diocese Payments Account for year ending 31st December 2022
| To Mary Sumner House(MSH) | Total Funds MSH Unrestricted Funds MSH Designated Funds Diocesan Unrestricted Funds Diocesan Designated Funds £ £ £ £ £ |
Total Funds MSH Unrestricted Funds MSH Designated Funds Diocesan Unrestricted Funds Diocesan Designated Funds £ £ £ £ £ |
Total Funds MSH Unrestricted Funds MSH Designated Funds Diocesan Unrestricted Funds Diocesan Designated Funds £ £ £ £ £ |
Total Funds MSH Unrestricted Funds MSH Designated Funds Diocesan Unrestricted Funds Diocesan Designated Funds £ £ £ £ £ |
Total Funds MSH Unrestricted Funds MSH Designated Funds Diocesan Unrestricted Funds Diocesan Designated Funds £ £ £ £ £ |
|---|---|---|---|---|---|
| Literacy& Financial Education(Designated) | 925 | 925 | |||
| Britain & Ireland Development(Designated) | 530 | 530 | |||
| Overseas Relief Work(Designated) | 767 | 767 | |||
| Overseas Development(Designated) | 710 | 710 | |||
| Provident Fund(Designated) | 300 | 300 | |||
| Mothers' DayAppeal | 0 | 0 | |||
| Summer of Hope Appeal | 1,049 | 1,049 | |||
| Christmas Appeal | 0 | 0 | |||
| Subscriptions 2023 | 3,129 | 3,129 | |||
| Subscriptions 2022 | 6,986 | 6,986 | |||
| Subscriptions 2021 | 100 | 100 | |||
| Subscriptions 2020 | 15 | 15 | |||
| General Funds | 407 | 407 | |||
| Sub Total | 14,918 | 11,686 | 3,232 | ||
| Diocesan Payments | |||||
| EasyFundingfor AFIA | 0 | 0 | |||
| AFIA | 797 | 797 | |||
| Womens' Refuge | 0 | 0 | |||
| Prisoners' Cards | 204 | 204 | |||
| Indoor Members | 592 | 592 | |||
| Diocesan Members | 299 | 299 | |||
| Over 90s Members | 66 | 66 | |||
| Ipswich Area | 670 | 670 | |||
| North Suffolk Area | 1,517 | 1,517 | |||
| Gift Aid | 0 | 0 | |||
| Keith Foulds Retirement Gift | 61 | 61 | |||
| General Fund | 100 | 100 | |||
| Trustees / Officers Expenses | 253 | 253 | |||
| Conferences | 317 | 317 | |||
| Hire of Halls | 120 | 120 | |||
| DBS Checks | 206 | 206 | |||
| Insurance | 450 | 450 | |||
| Postage | 19 | 19 | |||
| Printing& Stationery | 182 | 182 | |||
| Purchase of Leaflets | 13 | 13 | |||
| Website | 42 | 42 | |||
| Zoom Subscription | 144 | 144 | |||
| Bank Charge | 96 | 96 | |||
| Sundries | 665 | 665 | |||
| MUe Dividend | 0 | 0 | |||
| Transfer to Designated Funds from General Fund | 500 | 500 | |||
| Sub Total | 7,313 | 3,168 | 4,145 | ||
| Sub Total Petty Cash Payments Branch Payments (page 5) MUe Purchases Grand Total |
22,231 0 4,747 9,714 36,692 |
Note: The branch payments exclude members' subscriptions and donations which are accounted for in the above analysis
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Mothers' Union - Diocese of St Edmundsbury & Ipswich 249726
Branch & Deanery Summary to 31 December 2022
£
Receipts
| Members' Subscriptions 9,650 Refreshments 1,798 Collections 1,306 Fundraising 3,864 Donations 1,333 MUe Materials 167 Outings 445 Other income 1,024 Total Receipts 19,587 Payments to Diocese £ Payments to Diocese Accounts Members' Subscriptions 12,700 Donations 5,313 Payments by Branch or Deanery Mue Materials MSH (paid direct) Speaker Expenses Postage & Stationery Hall Hire Refreshments Outings Other expenses Total Payments 22,760 18,013 Net Payments 3,173 FUND MOVEMENT SUMMARY Monetary Resources at 1 January 2022 (Held by 32 Branches & 1 Deanery) Net Payments Monetary Resources at 31 December 2022 (Held by 28 Branches & 1 Deanery) |
9,650 1,798 1,306 3,864 1,333 167 445 1,024 19,587 Payments to Diocese £ 12,700 5,313 |
Payments by Branches £ 394 382 616 187 747 296 593 1,532 |
|---|---|---|
| 22,760 18,013 |
4,747 | |
| 12,736 3,173 |
||
| 9,563 | ||
Note: During 2022 Ipswich St Augustines branch closed (some members transferred to Rushmere St Andrews branch) & Mildenhall branch closed. Clare & Hoxne branches became Fellowship Groups.
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Mothers' Union - Diocese of St Edmundsbury & Ipswich 249726
Statement of Assets and Liabilities at 31st December 2022
| Diocesan Fund Balances at 31 December 2022 Branch & Deanery Balances at 31 December 2022 MU Enterprises Assets at 31 December 2022 Consolidated Balances Represented by: CBF Church of England Investment Fund CBF Church of England Deposit Account CAF Bank Current Account CAF Bank Gold Saver Account Petty Cash Held by Branches & Deanery MU Enterprises Stock & Bank Balance Consolidated Balances Liabilities to Mary Sumner House at 31 December 2022 Subscriptions Donations Total Literature Account (MU Enterprises) Stock at 31 December 2022 Bank Balance Cash Total Assets |
£ 43,937 9,563 5,296 |
|---|---|
| 58,796 | |
| 9,124 4,647 15,202 14,902 62 9,563 5,296 |
|
| 58,796 | |
| 3,652 861 |
|
| 4,513 | |
| 4,187 1,109 0 |
|
| 5,296 |
Approved and authorised for issue by the Board of Trustees on 17th October 2023
Linda Ginn Diocesan President & Chair of Trustees
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MOTHERS’ UNION – DIOCESE OF ST EDMUNDSBURY AND IPSWICH INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES
I report to the trustees on my examination of the accounts of the Mothers’ Union – Diocese of St Edmundsbury and Ipswich for the year ended 31 December 2022, which are set out on pages 3 to 6.
Respective responsibilities of trustees and examiner
As the charity’s trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of the charity’s accounts carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable directions given by the Charity Commission under section 145(5)(b) of the Act.
Basis of independent examiner’s report
My examination was carried out in accordance with the general directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a “true and fair view” and the report is limited to those matters set out below.
Independent examiner’s statements
I have completed my examination and confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
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(1) accounting records were not kept in respect of the Charity as required by section 130 of the Act; or
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(2) the accounts do not accord with those records.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
DJ Franklin Chartered Accountant
Burcott School Lane Forward Green Suffolk IP14 5EL 18 October 2023
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