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2024-12-31-accounts

A nnual eport 2024 R

Mothers ’ U nion in the D iocese of ichfield L

Trustees nnual eport A R 1 st anuary to J 31 st D ecem b er 2024

Registered Charity oN . 249942

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A nnual eport 2024 R

Mothers ’ U nion in the D iocese of ichfield Trustee oard L B as of st anuary 2024 1 J

Helen alfreyP Diocesan residentP Celia ichardsonR Honorary Treasurer Finance TrusteeJulia Collinson General Trustee Katherine May General Trustee Debra Tudor General Trustee Vacant General Trustee Vacant General Trustee Vacant General Trustee

D iocesan dministrator A Adrian alphreymanP D iocesan Chaplain Revd athy TrimK by until Summer 2024( ) Revd assica CastilloJ -Burley

D iocesan Treasurer Celia ichardsonR

Training O fficer Vacant

M U@H ome epresentati R v e Elizabeth insleyB

R egistered O ffice : Mothers’ nion fficeU O The arish Church of St Thomas and St ndrewP A Doxey, Stafford, ST16 1EQ. Tel: 01785 227221. Email: office@mothersunionlichfield.org.uk Website: www.mothersunionlichfield.org.uk Facebook group: ichfield Mothers nionL ' U

B an k ers :

National Westminster Greengate Street Stafford ST16 2JA

Independent Ex aminer : Mr ohn leJ A xander CMA A CGMA

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A nnual eport 2024 R

Contents

resident s eport
P
’
R		 age
P		 3
Structure, o ernance and Management
G v		 6
ecti es
Obj
v		 6
eneral Trustees
G
- ulia Collinson
J		 7
- atherine May
K		 9
- e Tudor
D b		 2
1
Financial e iew
R v		 13
FI olidays and
A
A H		 iscretionary ayments
D
P		 13
Statement of Trustees Specific Financial
’		 esponsi ilities
R
b		 4
1
In estment olicy
v
P		 4
1
eser es olicy
R
v
P		 4
1
ppro al
A
v		 4
1
Financial Statements For The ear nded
Y
E
31stecem
D		 er
b		 2024 15

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A nnual eport 2024 R Trustees report for the year ended 31 st D ecem b er 2024 The Trustees present their nnual eport and Financial Statements for the year A R ended 31st ecemD ber 2024.

D iocesan resident P ’ s eport 2024 R

The third, and final, year of this triennium continued to present challenges in the development and growth of Mothers’ nion in this iocese of ichfieldU D L . Membership has fallen slightly from 2023. This is understandable considering the demographic of membership and outside factors like the continuing rising cost of living. oweH ver, the need for the work of Mothers’ nion also continues to rise U and we are grateful to all who have continued their membership, and who work hard to support those in our diocese, nation, and overseas, who need that little bit extra. nce again there was a good response from memO bers in the return of membership forms and subscriptions efore our diocesanb -set deadline of the end of February, this is a usy time for drian, our administrator and we are all b A indebted to his hard work in eeping the office running smoothlyk . Illness and relocation have continued to provide logistical difficulties when arranging trustee meetings ut, with the aid of oom, the trustee oard met for b Z b seven main meetings, with more informal meetings on several occasions when quick discussions and/or decisions were required. nce again, I am grateful to all O trustees who have overcome personal challenges to e at meetings and to b continue to contribute, remotely at times, to the ongoing smooth running of the organisation. Three diocesan meetings were held during the year, atherings in May and G November, as well as the AGM in ulyJ . The attendance at these meetings continued the trend shown in 2024 of increasing numbers. Speakers at all meetings were well received. t the Spring athering we welcomed mily A G E Brailsford, ead of programmes at Mary Sumner ouse, who updated us on the H H Rise pU ! programme, raising awareness of domestic abuse. The speaker at the AGM was Steve acJ kson of the Farming Community etworN k, the organisation we continue to support y nitting woolly hats lab k belled with the FCN helpline label. yB the end of 2024 the total number of hats continued to grow and several ranches b have since asked a speaker from FCN to ranch meetingsb . The utumn gathering A was lessed y the attendance of ishop Matthew arb b B P ker who spoke on wellbeing.

As in previous years we provided support in the Churches’ Tent at Staffordshire County Show. eaH vy overnight rain made the second day interesting ut, as eb ver, Mothers’ nion memU bers are resourceful and everyone coped! My thanks go to those who olunteered to mav ke the refreshments on the two days of the Show. I know our presence is much appreciated. In the spring there were elections for the iocesan resident and trustee oard D P b members for the Triennium 2025-2027. s I had completed almost years in the A 5

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A nnual eport 2024 R

role of iocesan resident it was time to step down, in line with our ConstitutionD P . Deb Tudor was elected to the role, along with new mem5 bers of the oardb . This will e a challenging period of change for allb .

There was a roP vincial Conference held on oom in anuaryZ J . While oom ery Z v much has its enefits it is not the same as meeting in person which did happen inb November. eD b and I met with other outgoing and new diocesan presidents from across Canterbury roP vince at igh eigh Conference Centre in ertfordshireH L H . It is always good to catch up with those who have ecome friends as well as b colleagues over the years. I shall miss the camaraderie and shared experiences of the other DPs ut not the ourney on the Mb j 6, M1, M25 and the A10! The occasion encompassed many farewells, not only to other DPs ut to Sheran arper, the b H outgoing Worldwide resident, athryn nderson, roP K A P vincial resident and eP R v Emma amH -Riche, roP vincial Chaplain who were coming to the end of their terms ‘ ’ of office. s well as this, the only in personA meeting, at igh eigh there were H L several other regular meetings, such as the Midlands Cluster group, DPs from Great ritain and ll Ireland as well as meetings for Communities of Interest, all B A held on oomZ . All trustees are members of Communities of Interest and attend meetings mostly via oomZ . These include prison work, faith, safeguarding and so on, ut seem to b lack the focus and direction of the old ‘Units’. My thanks go to Celia, eD b, ulia J and atherine who haK ve all een inb volved in areas of work reflecting their special interests. drian has een inA b volved with database meetings as MSH made great strides towards the installation of a new central database and website.

As we did last year we celebrated Mary Sumner ay on D 9[th] ugust, when aA bout fifty members of Mothers’ nion an increase on 202U ( 3!) oined the congregation inj the Midday ucharist SerE vice in ichfield Cathedral, to celeL brate the life and work of our founder. Canon ndrew Stead oA versaw the service with members of Mothers’ nion taU king part in readings and prayers and our iocesan Chaplain, D Rev assica CastilloJ - urley presiding at the ucharistB E . fter the serA vice we en oyed fellowship in the Close y sharing pacj b ked lunches on The each‘ B ’, an event put on y the Cathedral during the summer, surrounded y children playingb b in the sand and paddling pools. oyous occasion which I hope may continueA j . I am sad to say that during 2024 our other iocesan Chaplain, eD R v athy TrimK by left to take up a post in the iocese of ewcastle in ew South Wales, ustraliaD N N A . We wish her every lessing in her new role and gib ve thanks for her contribution in this diocese in her time as a chaplain.

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There was no national gathering in 2024 ut a prob vincial meeting was arranged in Oxford in uneJ . I was unable to attend as I was on holiday ut there were seb veral attendees from the iocese who had en oyed the dayD j . nother proA vincial gathering is planned for 2025, with plans for worldwide celebrations eing made b for 2026 when the organisation will commemorate 150 years.

I was privileged to speak on the work of Mothers’ nion at iocesan Synod in U D March. It had een a few years since Synod had had an update on oth diocesan b b work and that done more widely in the is country and overseas. I am pleased that the presentation was warmly received. I have en oyed speaj king at several ranch b meetings and attended oth uiet ays, which were well supportedb Q D . The nature of the uiet ays, including location, timetaQ D ble and cost, is to e reb -assessed y b the new trustee oardb .

As stated already we continue to collaborate with FCN and support other pro ects j by writing Christmas cards for prisoners in the prisons in the iocese, along 9 D with donating iscuits, aster eggs and sweetsb E . Children’s oob ks have een b donated to a prison isitor centre and a rev quest for toys is eing consideredb . Support for women’s refuges is strong across the diocese and several members in the Stafford area attended a igil in Stafford during the v 16 ays of ctiD A vism against ender ased iolenceG B V . efugees, the homeless and care leaR vers are also among groups supported in diverse ways y separate groups or ranchesb b .

My thanks first go to my fellow trustees for all their hard work during the year. We are few in number and many of us have faced personal difficulties and I am grateful for the support they have given me during what has een another b challenging year. I also want to thank drian, our iocesan dministrator, for his A D A contribution to the smooth running of the office and his expertise especially regarding our own database and financial matters. ut most of all, thanB k you to YOU, our members as you continue to faithfully support the work of Mothers’ Union y your outreach pro ects, fundraising and your prayers, especially as b j Mothers’ nion in ichfield iocese egins a new chapterU L D b .

Helen alfreyP July 2025

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Structure, G o v ernance and Management

The Mothers’ nion, iocese of ichfield is an association of MothersU D L ’ nion U Worldwide and is formed with a constitution approved y Central Mothersb ’ union. The Trustees named inside the front cover are elected every three years. Appointment of Trustees is governed y the diocesan constitutionb . The Trustees delegate the day to day running of the diocese to the administrator and if necessary, receive assistance from the Trustee oardB . ll of the charityA ’s trustees are considered to e related partiesb . In their capacity as trustees and members of Mothers’ nion they will receiU ve arious ev xpenses. ll Trustees receiA ve information packs from the charity, the packs include details of their formal responsibilities as Trustees.

The Trustees actively review the ma or risj ks that the charity faces on a regular basis and elieb ve that maintaining reserves at current levels combined with an annual review over ey financial systems, will prok vide sufficient resources in the event of adverse conditions. The Trustees have also examined other operational and usiness risb ks faced y the charity and confirm that they hab ve established systems to mitigate the significant risks. The operation of the work of the diocese is entirely dependent on the oluntary v efforts provided y the indib vidual officers and members.

Obj ecti v es

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A nnual eport 2024 R

G eneral Trustees

In anuary I contacted the eJ R v Sarah Morris who is the chaplain at MH P raD ke Hall and who is also the managing chaplain in the iocese ecause I had lost D b contact with the chaplain at aO kwood and Featherstone risonP . She told me that there is no Church of ngland chaplain at aE O kwood at the moment and that a new chaplain had een appointed at Featherstone and his name is ichard Wallisb R . I had a lovely email from Chris Milton at oD vegate rison thanP king Mothers nion U for the Christmas cards and also for the iscuits and sweets we sentb .

Adrian forwarded me an email from a ady called icola annon who is employedL N G by PACT (Prison, dA vice and Care Trust) at Swinfen prison as a family iaison L officer. PACT is a national charity which supports prisoners, people with convictions and their children and families. They provide life changing services at every stage of the criminal ustice process, in court, in prison and on release in j the community, so they ery much fit in with Mothers nion aluesv U v . icola neededN books to set up a iL brary for the family isitor centre so that children could v choose a oob k to read when isiting the centre and tav ke home with them if they wished. Following the appeal for oob ks I sent out the response was nothing less than magnificent. I delivered the oob ks in May, and my car oot and seats were b stacked high with oob ks. icola wasnN ’t available on the day I isited ut a prison v b officer who is involved with family isits indly helped me unloadv k . e was ery H v impressed with the number of oob ks and y the uality and arietyb q v . icola sent a N very grateful thanks to you all.

I attended the Mary Sumner ay serD vice at the cathedral which was well attended by Mothers nion and en oyed eU j R v essicaJ ’s sermon and celebration was excellent, and she did ery well not to trip up ov ver her estments which were v certainly not meant for anyone as small as her.

I was approached y mily railsford to e part of a steering group she is setting b E B b up to formulate a signposting document which shows what work other charities do in prison and collate contact details. It is hoped that this will allow members to get involved in pro ects they feel called to do ej .g. letter writing to prisoners and carry it out in a safe way with charities who are already doing this particular type of work and have the correct safeguards and infrastructure in place we held our first meeting on 23[rd] of ugust y oomA b Z . The next meeting of the steering group was held on the 9[th] of ctoO ber where we explored in more detail the feasibility of holding family fun days for prisoners and their families. I was not against these proposals, ut I struggled to see how they could e arranged y Mothersb b b ’ nion U in some of our prisons.

Prison week egan on Sunday b 13[th] of ctoO ber and we ordered a leaflet for every branch in the diocese which arrived late from the printers to MSH and therefor to us which in turn put pressure on drian to get them out to ranches in time for A b the launch.

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A nnual eport 2024 R

Werrington oung ffenders rison also reY O P quested toys and games for their, soon to e reb vamped, isitors centre ut this has een put on hold so please eep holdv b b k of any items you may wish to donate at home as we have ery little storage at v Doxey.

As always ichfield iocese MothersL D ’ nion haU ve een ery generous in prob v viding cards for prisoners in our diocese and at the end of oN vember, I delivered 2750 to prisons throughout the diocese for which I thank you.

When I moved to ichfield diocese, I was determined to e ust a regular memL b j ber and en oy ranch and deanery meetingsj b . ow wrong I wasH . It has een a b privilege to serve you our members and the diocese and thank you all for giving me the opportunity to take the reins. I would like to thank elen and the rest of H the team for allowing me a share in the work of this diocese. My est wishes to b Debra and the new team. I am not disappearing from the scene entirely as I will remain on the prison steering group for the time eingb .

J ulia Collinson

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A nnual eport 2024 R

It has een a prib vilege to serve as a trustee for Mothers’ nion in ichfield U L Diocese over the last triennium, 2021-24. aH ving stepped acb k from the role, it is good to reflect on 2024, which was my ninth year in a trustee position.

As the year 2024 egan, trustees were mindful of the approaching elections midb - year. I gave much thought to members nown to me who hak ve ualities and sq kills compatible with the trustee role. I approached those on my personal list to invite them to consider standing for election.

As the year progressed and our election process was completed, along with other outgoing trustees, it was gratifying to find ichfield iocese MothersL D ’ nion U refreshed with new trustees to work with eD b Tudor in her new role as our Diocesan residentP . I am delighted to see some of those whom I approached last year now elected to our trustee group.

Although I was in ew ealand at that time, I was aN Z ble to oin ej D b and elen H (others perhaps) for a oom WaZ ve of prayer meeting held am MT and 0pm 9 G 1 NZ time. It was lovely to e part of that prayer time using my mob bile screen and seeing tiny pictures of them othb . 😊

In 2024, eD b Tudor and I continued to post regularly to our MU ichfield iocese L D Facebook page. Mothers’ nion eing a worldwide has enaU b bled me, at times, to connect with other members living many miles away.

One such connection in 2024 was with a member in ew ealand otearoa, who N Z A shared the location of a stain glass window commemorating Mary Sumner, found in the small church of ll Saints, ltham, TaranaA E ki egionR . So, when in NZ in February, we, aD vid and I, made a little pilgrimage to ltham where we receiE ved a warm welcome from aren Christian window eK ( xpert), looked around the church and en oyed the treasured Mary Sumner windowj .

L ki e other trustees, I oined meetings online when our j DP was unavailable. This was the case in pril where I represented A LDMU at the Midlands Cluster of DPs. The DPs of the Midland Cluster discussed the oint input at the roj P vincial Members Gathering that took place on 22 une in J Oxford. I provided notes from the meeting for elen and was aH ble to send some photographs to mily railsford E B (DP Derby ioceseD ) who prepared a power-point activity for that meeting. I was unable to attend the roP vincial Members atheringG . Two Communities of Interest CoI( ) have een within my area of concern during b the last triennium. The ise pR U ! CoI met several times during 2024, chaired y b Emily railsfordB . ‘Rise pU !’ is about domestic abuse and empowers our members to work locally within our churches to challenge iolence within family v relationships, particularly spouses and partners.

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A nnual eport 2024 R

There are regular ystander WeB binars now available in respect of ISR E pU ! This is important training input for members/groups wishing to work towards a ISR E pU ! Silver wardA . The oom meetings are well attended across ll Ireland and Z A UK.

Our membership has embraced the ‘Rise pU !’ campaign throughout 2024. I am confident we shall together continue to campaign with ‘Rise pU !’ and the 16 ays D of ctiA vism against ender ased iolence in oG B V N vember.

‘Flourishing Families’ is the reiteration of MU parenting programme, refreshed and updated to e applicab ble to current matters. It remains unclear who is leading this CoI at Mary Sumner ouse and whether any online meetings haH ve yet taken ‘ ’ place. I have continued to e our diocesan representatib ve to Flourishing Families CoI and hope to continue going forwards.

At the end of May, like other members, I oined the Churches Tent at the j Staffordshire Show to serve refreshments to any comers. The day was ery wet v with the consequence that our tent was full. It was delightful to share the refreshment-giving with Megan ittwood, one of your new trusteesP .

Once again in summer 2024, I wrote a short piece for the Shrewsbury Chronicle Crosstal k about Mothers’ nionU . It was printed around Mary Sumner ay, D 9 August 2024. It is disappointing to report that the Shrewsbury Chronicle no longer exists. ut while it was printed, it was a good way of putting MothersB ’ Union in front of the readership.

L ki e my fellow trustees, I was part of the Mary Sumner ay serD vice at ichfield L Cathedral.

During 2024, trustees endeavoured to continue isiting ranches and groups to v b lead sessions on Ma‘ king a ifferenceD ’. elen and I led a session H ‘ Ma k ing a D ifference ’ at St swaldO ’s, swestry on Thursday, O 11 prilA . The meeting was well attended y memb bers from the deanery including swestry, oO G bowen, Sellatyn and innerley memK bers. It was ery en oyav j ble to meet those members again.

Along with other trustees, I attended and co-led a ranch meeting at elsall on b P 1 July. It was a good meeting with positive feedback from the membership that were present.

I have twice attended as the leader spea/ ker at St ilesG . In the summer, we had an informal session writing Christmas greetings cards for prison detainees and also for the many care-leavers supported y St iles each Christmas timeb G . The session at the start of September was called ‘ H ow well do you now your i k b b le – ’ b uilding ridges b . It was well received with plenty of audience participation. few A other ranches hab ve participated in that session.

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The Shrewsbury and Wrekin eanery Synod of which I am currently a memD b met in ulyJ . t last, I tooA k an agenda slot to raise awareness of MU locally, nationwide and internationally. Members were made familiar with MU ISR E pU ! campaign.

The September uiet ay at Shallowford had a thoughtful programmeQ D . eR vd oe Z Braven-Giles led us so ery well and I en oyed and enefited from the dayv j b . Throughout 2024, drian alphreyman has een eA P b xcellent as our Financial Administrator. I take this opportunity to thank him for his conscientious and tolerant approach to his role. During the last three years one piece of work undertaken y the trustee stands b out in my mind the updating of our – LDMU Constitution and egulationsR . Although trustees were involved in the discussion and decisions, it has een to b ’ Helen alfreyP s credit that this piece of work was pushed to its over-due conclusion. This has een an important, indeed ital, piece of worb v k, discussing and agreeing the fine detail after which elen continued to moH ve it all forward until finally LDMU constitution and regulations is correctly registered with the Charity Commission. That eing done, b LDMU can go forward confidently, enabled by working documents that will guide and enable the new trustees and eD b Tudor in her DP role.

K atherine May

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SPEAKER

I continued to cover any speaker requests from ranches and en oyed meetingb j members not only from around my archdeaconry ut further afieldb . Subjects requested ranged from Mothers nion today, our diocesan pro ects, Mary SumnerU j and prayer. ointly with elen, we isited Waterfall our most northerly ranch andJ H v b presented several members with long service certificates and as usual celebrated with a shared tea.

MEMBERS DAYS

With other members of the trustee oard, I isited the ranchesb v b /deaneries who hosted our presentation around making a difference. ach of us tooE k a different aspect we wanted to highlight and y getting feedb back we could plan into the future. ach session egan with a short serE b vice which was my responsibility, each event gave us all a iew of that areav ’s priorities.

COMMUNITIES F IO NTEREST

I represent the diocese on the faith community of interest which takes on a ’ number of pro ects each yearj . This year we were asked to contribute a month s prayers for our prayer diary; thank you to all those who helped in writing these. A clergy pack was developed which will ecome ab vailable enabling us to pass on concise information. lue Christmas, serB vices held in advent which are for those who find this time of year incredibly difficult. ther serO vice plans for Thy ingdom K Come, ady ay, Mary Sumner ay, adL D D vent etc.

DIOCEAN INVOLVEMENT

Twice a year we are invited to take part in the 24hours of prayer, eing offered b two of the 03 -minute sessions to host. We have tried to move these sessions around to enable members to oin whenej ver they can. ne session is usually O early morning and can only e three of us ut others who host may eb b ven have fewer participants. rayers follow a plan, either encompassing our local or P worldwide pro ects or each deanery, highlighting their worj k. uring the 24hours D anyone can oin any of the sessions and I taj ke this opportunity up. There is a programme on the diocesan website allowing you to choose what you’d find interesting. I encourage everyone to oin if only during Mothers nion or your ownj U deanery sessions.

Midday prayers on the 9[th ] August includes input from us celebrating our Founder’s Day. eR v. assica was included this year and trustees coJ vered other aspects of the service. It’s a great day to mark the 9[th] and en oy a isit to ichfieldj v L . We were also able to take some great photos as the service ended.

JOINT WORKING

After the election results in uly elen and myself worJ H ked closer together though we have een trustees now for ob ver ten years. I am ery appreciativ ve of her help, advice and fellowship. We also attended a conference together in November where we covered a number of subjects whilst meeting and planning together with our counterparts from around the province.

D e b Tudor

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Financial e R v iew

Finance

During 2024 three ranches closed their accounts and there was a significant b reduction in the total of funds held at the ranch leb vel of the charity at the end of the financial year. uring 2024 ranches chose to reduce the amount general D b funds held in their accounts and use them to further the objects and aims of the charity and to send funds to Mary Sumner ouseH .

The centrally held mid-risk investment fund, performed well during the year generating dividends of £1,854, plus an end of year revaluation gain of £1,529.

The mid-risk investment held y Welsh Franb kton generated dividends of 2,£ 100. During the year £5,000 worth of holdings were sold to fund the ranches local b pro ects and actij vities. The end of year revaluation of the remaining funds resulted in a gain of £1,058.

Centrally, £3,047 was spent on FIA A, grants totalling 2,400 were paid out of the £ Relief Fund and one iscretionary Fund grant of D £500 was paid.

At the end of the year there was an operating excess of expenditure over income of £18,651, adding the revaluation figures and including the reduction in the value of the ranch inb vestment resulted in a consolidated sustained loss of £21,064. £15,809 of this sustained loss was the result of activity at ranch b level.

After adding the current and deposit account alances rought forward at the b b beginning of the year, the cash alance in the unrestricted funds at the b 31[st] December 2024 equalled £33,809 including 2,£ 574 held in the discretionary fund.

The alue of the centrally held inv vestments at the end of the financial year was £68,342. The alue of the Welsh Franv kton ranch InB vestment was £31,205. The total assets of the Mothers’ nion in the iocese of ichfield at the U D L 31[st ] December 2024 equalled £134,016.

A way From It ll A H olidays, D iscretionary ayments and the elief Fund P R

To advance the aims and objects of the ichfield iocesan MothersL D ’ nion holidaysU (AFIA) are provided for families in need, discretionary payments and grants are made to individuals and families. Two caravan holidays were arranged during the year at astings, and one Forest H Holiday was arranged in an oak cabin at Sherwood Forrest.

Seven successful applications were made to the elief Fund, proR viding much needed funds for families with unexpected financial emergencies and families

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experiencing long term difficult financial circumstances. The alue of grants v made during the year aried from lump sums of v £300 to £350 given for specific purposes.

Statement of Trustees ' Specific Financial esponsi R b ilities

In v estment olicy P

The constitution authorises the Trustees to invest any monies that are not immediately required y the ichfield b L Diocesan Mothers' Union in or upon such investments as may be thought fit to be appropriate for the investment of charitable funds. It is the policy of the ichfield iocesan Mothers union to inL D vest our surplus central funds in the CBF Church of ngland eposit Fund and the CE D BF Investment Fund income shares. Surplus ranch funds are inb vested in M&G Charifund.

R eser v es olicy P

The policy of the trustees is to maintain the unrestricted reserves of the charity at a level that is equivalent to 2 months normal e1 xpenditure, approximately £84,000. The present level of unrestricted funds is considered adequate for this purpose.

A ppro v al

Deb Tudor Celia ichardson R Diocesan resident P Diocesan Treasurer

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REGISTERED CHARITY NUMBER 249942

FINANCIAL STATEMENTS FOR

THE YEAR ENDED 31ST DECEMBER 2024

FOR

LICHFIELD DIOCESE MOTHERS UNION

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A nnual eport 2024 R LICHFIELD DIOCESAN MOTHERS UNION

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST DECEMBER 2024

Unrestricted Designated Restricted Total Total
Funds Funds Funds 2024 2023
RECEIPTS AND PAYMENTS ACCOUNT
Note
RECEIPTS
Donatons and legacies 3a 4,896 1,071 3,520 9,487 12,342
Charitable Actvites 3b 19,588 0 16,882 36,470 34,069
Other Trading Actvites 3c 8441 0 0 8,441 6,575
Investments 3d 5,140 0 0 5,140 7,368
Other Incoming Resources 3e 1,175 0 0 1,175 1,222
TOTAL RECEIPTS 39,239 1,071 20,402 60,712 61,576
PAYMENTS
Costs of Generatng Funds 4a 86 0 0 86 12
Charitable Actvites 4b 54,674 2,900 26,703 84,277 80,135
TOTAL PAYMENTS 54,760 2,900 26,703 84,363 80,147
EXCESS OF RECEIPTS OVER PAYMENTS/
PAYMENTS OVER RECEIPTS (15,521) (1,829) (6,301) (23,651) (18,571)
Transfers between funds 6 (7,851) 1,550 6,301 0 0
Cash from disposal of assets 5,000 0 0 5,000 25,551
Cash at bank and in hand
At 1st January 2024 49,607 2,853 0 52,460 45,480
At 31st December 2024 31,235 2,574 0 33,809 52,460

The charity had no recognised gains or losses other than its income and expenditure as stated above during the last two years.

All the charity's income and expenditure relates to its continuing activities.

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A nnual eport 2024 R LICHFIELD DIOCESAN MOTHERS UNION

STATEMENT OF ASSETS AND LIABILITIES AT 31ST DECEMBER 2024

Note
ASSETS
Cash at bank and in hand
CBF Deposit Account
Deposit Accounts
Current Accounts
Cash
Investments
CB30008681
M&G Charifund Units
Stock
LIABILITIES
Amounts owed by Mothers Union
Trustees
Insurance
Trade Creditors
MUEnterprises		 13,715
168
17,585
2,341
68,342
Unrestricted
Funds
£
33,809
30
14		 31,205
Restricted
Funds
£
0		 2024
2023
Total
Total
Funds
Funds
£
£
13,715
19,231
168
236
17,585
30,346
2,341
2,647
33,809
52,460
68,342
66,812
31,205
35,147
660
638
170

The notes on pages 18 to 21 form part of the financial statements

Approved by the Trustees on Monday 9th June 2025 and signed on their behalf by:

Mrs D Tudor Diocesan President

Mrs Celia Richardson Diocesan Treasurer

18

A nnual eport 2024 R LICHFIELD DIOCESAN MOTHERS UNION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST DECEMBER 2024

  1. Accounting Policy

There has been no change in accounting policies of the charity during the year.

The financial statements of the Mothers' Union in the Diocese of Lichfield have been prepared on a Receipts and Payments Basis in line with the recommendations of the FS 102 SORP

Stock

Stock is shown at historical cost

2. Fund Accounting

The charity maintains a level of resources required to fulfil its objectives. The board of trustees monitors reserves at regular meetings

Unrestricted Fund s

The unrestricted Fund represents funds arising from the charities activities in previous years. The funds can be used in accordance with the charitable objects at the discretion of the trustees. On occasions the trustees may specify that amounts of these funds are to be designated to be used for a specific purpose.

Restricted Funds

These are funds that can only be used for particular restricted purposes within the objects of the charity. The restrictions have either been specified by the donor or grantee.

Holidays and Discretionary Payments

In accordance with the objects of the charity and in order to further the purpose of the Lichfield Diocesan Mothers Union to advance Christian Care for Families, provision is made for holidays and discretionary payments to be provided for families in need.

19

LICHFIELD DIOCESAN MOTHERS UNION

A nnual eport 2024 R

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST DECEMBER 2024

3a Voluntary Income/Receipts Voluntary Income/Receipts Voluntary Income/Receipts
Unrestricted Designated Restricted Total Total
Funds Funds Funds 2024 2023
£ £ £ £ £
Donatons
Branch 2,276 2,276 2,691
Diocesan General Fund 44 44 1,288
AFIA 1,401 1,401 2,882
Relief Fund 850 850 774
Discretonary Fund 221 221 376
Great Britain & Ireland Fund 360 360 310
Mary Sumner House General 961
Overseas 1,759 1,759 492
Legacies
Gif Aid/Tax Recovered 2,576 2,576 2,569
4,896 1,071 3,520 9,487 12,342
3b. Charitable Actvites
Diocesan Subscriptons 2024 9,537 9,537 6,350
Mary Sumner House Subscriptons 2024 16,882 16,882 16,485
Branch/Deanery Subscriptons 690 690 581
Fundraising Actvites
Recycling 126 126 185
Branch 7628 7,628 7,536
Branch Actvites and Outngs 1,607 1,607 2,932
19,588 0 16,882 36,470 34,069
3c. Other trading Actvites
Muenterprises 3650 3,650 4,111
Mue grant 795 795 742
Teas and Catering 3996 3,996 1,723
8441 0 0 8,441 6,576
3d. Investments
Dividends 3,955 3,955 5,803
Interest 1,184 1,184 820
Gain at Disposal 745
5,140 0 0 5,140 7,368
3e. Other income
Branch Closures 349 349 268
Diocesan Fund Administraton 236 236 699
Quiet Day 397 397
Local Projects 193 193 255
1,175 0 0 1,175 1,222
Total 39,239 1,071 20,402 60,712 61,576

20

LICHFIELD DIOCESAN MOTHERS UNION

A nnual eport 2024 R

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST DECEMBER 2024

4.
4a
4b
4b		 EXPENDITURE ON
Raising Funds
Fund Raising Events
Charitable Actvites
Mothers Union Diocese of Lichfeld Actvites
MSH Subscriptons
Relief Fund
GB & Ireland Fund
Mary Summer House Fund
Overseas
AFIA
Quiet Days
Local Projects
Branches Actvites and Outngs
Discretonary Fund
Expenses
Board of Trustees
Speakers
Insurance
Commitee Expenses
Costs of Trading
Muenterprises
Teas and Catering
AGM and November Meetng Bufet
Management and Administraton
Independent examiner
Wages and Expenses
Telephone and Web
Printng and Statonary
Postage
Equipment
Hire of Ofce
Hire of Rooms/Halls
Other
General Administraton
Consolidaton Sundries
Bank Charges
Total		 Unrestricted
Funds
£
86
86
1,773
10,355
3,597
15,725
3,012
965
450
773
5,200
4,117
4,305
850
9,272
475
14,648
906
75
201
680
3,200
3,580
23,766
602
49
62
713
54,674
54,760
21		 Designated
Funds
£
0
2,400
500
2,900
0
0
0
0
2,900
2,900		 Restricted
Funds
£
0
16,882
660
4,355
1,759
3,047
26,703
0
0
0
0
26,703
26,703		 Total
Total
2024
2023
£
£
86
11
86
11
16,882
16,842
2,400
3,000
660
310
4,355
1,624
1,759
492
3,047
7,148
1,773
1,265
10,355
11,575
3,597
4,089
500
45,328
46,345
3,012
2,236
965
958
450
450
773
1,891
5,200
5,535
4,117
3,889
4,305
935
850
425
9,272
5,249
475
885
14,648
12,287
906
1,039
75
27
201
248
680
761
3,200
3,200
3,580
3,447
23,766
21,894
602
635
49
299
62
179
713
1,113
84,277
80,136
84,363
80,147

A nnual eport 2024 R LICHFIELD DIOCESAN MOTHERS UNION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST DECEMBER 2024

5 Assets

5a Investments

5b
6.		 At 1st January 2024
Additons
Disposals
Revaluatons
LDMU
Welsh Frankton
Value at 31st December 2024
Stock
Summary of Fund Movements
Restricted Funds
AFIA
Mary Sumner House Subscriptons
Mary Sumner House Funds
Welsh Frankton Legacy
Unrestricted Funds
Designated Funds
Discretonary Fund
Relief Fund
General Funds		 At 1st Jan
2024
0
0
0
35,147
35,147
At 1st Jan
2024
2,853
0
2,853
117,058		 Transfers
1,646
0
4,655
(5,000)
1,301
Transfers
0
1,550
1,550
(1,322)		 101,960
(5,000)
1,529
1,058
99,547
2024
£
660
Incoming
Resources
1,401
16,882
2,119
1,058
21,460
Incoming
Resources
221
850
1,071
39,261		 2023
£
638
Outgoing
At 31st Dec
Resources
2024
(3,047)
0
(16,882)
0
(6,774)
0
31,205
(26,703)
31,205
Outgoing
At 31st Dec
Resources
2024
(500)
2,574
(2,400)
0
(2,900)
2,574
(54,760)
100,237

22

A nnual eport 2024 R

Mothers ’ U nion rayer P

Loving ord,L

We thank you for your love so freely given to us all.

We pray for families around the world.

Bless the work of Mothers’ nion as we seeU k to

share your love through the encouragement,

strengthening and support of marriage and family life.

Empowered y your Spirit,b

may we e united in prayer and worshipb ;

and in love and service reach out as your hands

across the world.

’ In esusJ name. menA

Our ision is of a world where odv G ’s love is shown through loving, respectful, and flourishing relationships.

For more information please contact:

Mothers’ nion fficeU O

The arish Church of St Thomas and St ndrew,P A

Doxey

Stafford

ST16 1EQ

Tel: 01785 227221

Email: office@mothersunionlichfield.org.uk Website: www.mothersunionlichfield.org.uk

Lichfield Mothers’ nionU

@ MULichfield

23

REGISTERED CHARITY NUMBER 249942

FINANCIAL STATEMENTS FOR

THE YEAR ENDED 31ST DECEMBER 2024

FOR

LICHFIELD DIOCESE MOTHERS UNION

LICHFIELD DIOCESAN MOTHERS UNION

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST DECEMBER 2024

RECEIPTS AND PAYMENTS ACCOUNT
Note
RECEIPTS
Donatons and legacies
3a
Charitable Actvites
3b
Other Trading Actvites
3c
Investments
3d
Other Incoming Resources
3e
TOTAL RECEIPTS
PAYMENTS
Costs of Generatng Funds
4a
Charitable Actvites
4b
TOTAL PAYMENTS
EXCESS OF RECEIPTS OVER PAYMENTS/
PAYMENTS OVER RECIEPTS
Transfers between funds
6
Cash from disposal of assets
Cash at bank and in hand
At 1st January 2024
At 31st December 2024		 Unrestricted
Funds
4,896
19,588
8441
5,140
1,175
39,239
86
54,674
54,760
(15,521)
(7,851)
5,000
49,607
31,235		 Designated
Funds
1,071
0
0
0
0
1,071
0
2,900
2,900
(1,829)
1,550
0
2,853
2,574		 Restricted
Funds
3,520
16,882
0
0
0
20,402
0
26,703
26,703
(6,301)
6,301
0
0
0		 Total
2024
9,487
36,470
8,441
5,140
1,175
60,712
86
84,277
84,363
(23,651)
0
5,000
52,460
33,809		 Total
2023
12,342
34,069
6,575
7,368
1,222
61,576
12
80,135
80,147
(18,571)
0
25,551
45,480
52,460

The charity had no recognised gains or loses other that its income and expenditure as stated above during the last two years.

All the charity's income and expenditure relates to its continuing activities.

1

LICHFIELD DIOCESAN MOTHERS UNION

STATEMENT OF ASSETS AND LIABILITIES AT 31ST DECEMBER 2024

Note
ASSETS
Cash at bank and in hand
CBF Deposit Account
Deposit Accounts
Current Accounts
Cash
Investments
CB30008681
M&G Charifund Units
Stock
LIABILITIES
Amounts owed by Mothers Union
Trustees
Insurance
Trade Creditors
MUEnterprises		 Unrestricted
Funds
£
13,715
168
17,585
2,341
33,809
68,342
30
14		 Restricted
Funds
£
0
31,205		 2024
Total
Funds
£
13,715
168
17,585
2,341
33,809
68,342
31,205
660
30
14		 2023
Total
Funds
£
19,231
236
30,346
2,647
52,460
66,812
35,147
638
170

The notes on pages 3 to 6 form part of the financial statements

Approved by the Trustees on Monday 9th June 2025 and signed on their behalf on by:

Mrs D Tudor Diocesan President

Mrs Celia Richardson Diocesan Treasurer

2

LICHFIELD DIOCESAN MOTHERS UNION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST DECEMBER 2024

1. Accountng Policy

There has been no change in accounting policies of the charity during the year.

The financial statements of the Mothers' Union in the Diocese of Lichfield Have been prepared on a Receipts and Payments Basis in line with the recommendations of the FS 102 SORP

Stock

Stock is shown at historical cost

2. Fund Accountng

The charity maintains a level of resources required to fulfil its objectives. The board of trustees monitors reserves at regular meetings

Unrestricted Fund s

The unrestricted Fund represents funds arising from the charities activities in previous years. The funds can be used in accordance with the charitable objects at the discretion of the trustees. On occasions the trustees may specify that amounts of these funds are to be designated to be used for a specific purpose.

Restricted Funds

These are funds that can only be used for particular restricted purposes within the objects of the charity. The restrictions have either been specified by the donor or grantee.

Holidays and Discretonary Payments

In accordance with the objects of the charity and in order to further the purpose of the Lichfield Diocesan Mothers Union to advance Christian Care for Families, provision is made for holidays and discretionary payments to be provided for families in need.

3

LICHFIELD DIOCESAN MOTHERS UNION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST DECEMBER 2024

3a
3b.
3c.
3d.
3e.		 Voluntary Income/Receipts
Donatons
Branch
Diocesan General Fund
AFIA
Relief Fund
Discretonary Fund
Great Britain & Ireland Fund
Mary Sumner House General
Overseas
Legacies
Gif Aid/Tax Recovered
Charitable Actvites
Diocesan Subscriptons
2024
Mary Sumner House Subscriptons
2024
Branch/Deanery Subscriptons
Fundraising Actvites
Recycling
Branch
Branch Actvites and Outngs
Other trading Actvites
Muenterprises
Mue grant
Teas and Catering
Investments
Dividends
Interest
Gain at Disposal
Other income
Branch Closures
Diocesan Fund Administraton
Quiet Day
Local Projects
Total		 Unrestricted
Funds
£
2,276
44
2,576
4,896
9,537
690
126
7628
1,607
19,588
3650
795
3996
8441
3,955
1,184
5,140
349
236
397
193
1,175
39,239		 Designated
Funds
£
850
221
1,071
0
0
0
0
1,071		 Restricted
Funds
£
1,401
360
1,759
3,520
16,882
16,882
0
0
0
20,402		 Total
2024
£
2,276
44
1,401
850
221
360
1,759
2,576
9,487
9,537
16,882
690
126
7,628
1,607
36,470
3,650
795
3,996
8,441
3,955
1,184
5,140
349
236
397
193
1,175
60,712		 Total
2023
£
2,691
1,288
2,882
774
376
310
961
492
2,569
12,342
6,350
16,485
581
185
7,536
2,932
34,069
4,111
742
1,723
6,576
5,803
820
745
7,368
268
699
255
1,222
61,576

4

LICHFIELD DIOCESAN MOTHERS UNION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST DECEMBER 2024

4.
4a
4b
4b		 EXPENDITURE ON
Raising Funds
Fund Raising Events
Charitable Actvites
Mothers Union Diocese of Lichfeld Actvites
MSH Subscriptons
Relief Fund
GB & Ireland Fund
Mary Summer House Fund
Overseas
AFIA
Quiet Days
Local Projects
Branches Actvites and Outngs
Discretonary Fund
Expenses
Board of Trustees
Speakers
Insurance
Commitee Expenses
Costs of Trading
Muenterprises
Teas and Catering
AGM and November Meetng Bufet
Management and Administraton
Independent examiner
Wages and Expenses
Telephone and Web
Printng and Statonary
Postage
Equipment
Hire of Ofce
Hire of Rooms/Halls
Other
General Administraton
Consolidaton Sundries
Bank Charges
Total		 Unrestricted
Funds
£
86
86
1,773
10,355
3,597
15,725
3,012
965
450
773
5,200
4,117
4,305
850
9,272
475
14,648
906
75
201
680
3,200
3,580
23,766
602
49
62
713
54,674
54,760
5		 Designated
Funds
£
0
2,400
500
2,900
0
0
0
0
2,900
2,900		 Restricted
Funds
£
0
16,882
660
4,355
1,759
3,047
26,703
0
0
0
0
26,703
26,703		 Total
2024
£
86
86
16,882
2,400
660
4,355
1,759
3,047
1,773
10,355
3,597
500
45,328
3,012
965
450
773
5,200
4,117
4,305
850
9,272
475
14,648
906
75
201
680
3,200
3,580
23,766
602
49
62
713
84,277
84,363		 Total
2023
£
11
11
16,842
3,000
310
1,624
492
7,148
1,265
11,575
4,089
46,345
2,236
958
450
1,891
5,535
3,889
935
425
5,249
885
12,287
1,039
27
248
761
3,200
3,447
21,894
635
299
179
1,113
80,136
80,147

LICHFIELD DIOCESAN MOTHERS UNION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST DECEMBER 2024

5 Assets

5a Investment

At 1st January 2024
Additons
Disposals
Revaluatons
LDMU
WELSH FRANTON
Value at 31st December 2024		 101,960
(5,000)
1,529
1,058
99,547

5b Stock

2024 2023
£ £
660 638

6. Summary of Fund Movements

Restricted Funds
AFIA
Mary Summer House Subscriptons
Mary Summer House Funds
Welsh Frankton Legacy
Unrestricted Funds
Designated Funds
Discretonary Fund
Relief Fund
General Funds		 At 1st Jan
2024
0
0
0
35,147
35,147
At 1st Jan
2024
2,853
0
2,853
117,058		 Transfers
1,646
0
4,655
(5,000)
1,301
Transfers
0
1,550
1,550
(1,322)		 Incoming
Resources
1,401
16,882
2,119
1,058
21,460
Incoming
Resources
221
850
1,071
39,261		 Outgoing
Resources
(3,047)
(16,882)
(6,774)
(26,703)
Outgoing
Resources
(500)
(2,400)
(2,900)
(54,760)		 At 31st Dec
2024
0
0
0
31,205
31,205
At 31st Dec
2024
2,574
0
2,574
100,237

6

Independent Examiner’s Report to the trustees of the Mothers Union Diocese of Lichfield Charity Number 249942

I report on the accounts of the Trust for the year ended 31 December 2024, which are set out on pages 1 to 6.

Respective responsibilities of trustees and examiner

The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act)) and that an independent examination is needed.

It is my responsibility to:

• to follow the procedures laid down in the General Directions given by the Charity Commission under section 145(5)(b) of the Charities Act; and

Basis of examiner’s statement

My examination was carried out in accordance with the General Directions given by the Charity Commissioners. 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 in the statement below.

Independent examiner’s statement

In connection with my examination, no matter has come to my attention

• to prepare accounts which accord with the accounting records and to comply with the accounting requirements of the Charities Act

have not been met.

Signed:

J Alexander

Name: John Alexander

Qualification: ACMA CGMA

Address: 12 Cosby Drive, East Leake, Loughborough, LE12 6AD Date: 23 June 2025