| ACCOUNTS | ||
|---|---|---|
| SORP reference | RECFIVPD | |
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Affiliated to KA 240531) To demonstrate the Christian faith in action by the transformation of communities worldwide thro the nurture of family in its many forms. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the |
Para 1.17 and 1.19 |
Support for elderly thro IMPC membership. AFIA holidays for needy families, support for Baby Basket a project for mothers and babies in Lincoln Diocese, Provision of newborn items for Maternity hospitals across the Diocese, support for dementia patients, |
| activities, projects or services identified in the accounts. |
involved in Kairos/prayers/cookies, cards for prisoners, group involvement in Clewer/ Modern Day Slavery |
|
| awareness and support | ||
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity |
Para 1.18 | Trustees have responsibility for and management of the charity with particular responsibility for the area in which they live feeding information to branches and individuals from the Trustee meetings and from the main body of MU worldwide organisation. |
| Commission on public | ||
| benefit |
| Achievements and Pe | rformance | |
|---|---|---|
| SORP reference | ||
| Summary of the main achievements of the charity, identifying the difference the charity's work has made to the circumstances of its |
Para 1.20 | In a particularly challenging year due to covid pandemic, members have continued to help in their communities by contacting elderly by phone or post, holding meetings and services on Zoom for those online, Making PPE equipment for hospitals, homes, and clinics, NHS where needed. And continuing to |
| beneficiaries and any wider benefits to society as a whole. |
support Women's Refuges wherever possible. Much of the usual knitting, crafting and supplies have been curtailed with homes, hospitals, refuges etc |
|
| being unable to receive the usual gifts. |
| Achievements against | ||
|---|---|---|
| objectives set | Pam 1.41 | |
| Performance of fundraising | ||
| activities against objectives set |
Para 1.41 | Many fundraising activities last year were cancelled With the emphasis Shifting to keeping in totidh and supporting where possible |
| Due to lockdown and savings we were able to retain | ||
| Investment performance | our investments without withdrawing any funds | |
| against objectives | Para 1.41 | |
| Other |
| Financial Review | ||
|---|---|---|
| Review of the charity's financial position at the end of the period |
Para 1.21 | Having started the year with a deficit of £4000 the Trustees put measures in place in Jan2021,inclUding redundancy for the Administrator, closing office, producing newsletters in place of the usual magazine. |
| The result was a profit of £5.500 which will enable | ||
| members to be actively involved in their work in the | ||
| communities in the future. | ||
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held by CBF to cover any unexpected expenses,( previously used for the church building we were responsible for), now as a buffer against any expenses; used in 2019 to cover a deficit.. |
| Amount of reserves held | Para 1.22 | £13.282 |
| Reasons for holding zero | Para 1.22 | N/A |
| reserves | ||
| Details of fund materially in | Para 1.24 | N/A |
| deficit | ||
| Explanation of any | Para 1.23 | N/a |
| uncertainties about the | ||
| charity continuing as a going | ||
| concern |
| You may choose to include fur | ther stateme | nts where relevant about: |
|---|---|---|
| The charity's principal sources of funds (including anyfundraising) |
Para 1.47 | Subscription from members Donations from members In a normal year fundraising.at branch and Cluster events. |
| Investment policy and | ||
| objectives including any social investment policy |
Para 1.46 | |
| adopted | ||
| Continuing Covid pandemic | ||
| A description of the principal | Age of membership | |
| risks facing the charity | Para 1.46 | |
| Other |
| Description of charity's | ||
|---|---|---|
| trusts: | ||
| Type of governing document | Para 1.25 | Royal Charter |
| (trust deed, royal charter) | ||
| How is the charity | Para 1.25 | Unincorporated association |
| constituted? | ||
| (e.g unincorporated | ||
| association, 010) | ||
| Trustee selection methods | Para 1.25 | From within the membership by election if needed |
| including details of any constitutional provisions e.g. election to post or name of |
From outside for specific skills eg current treasurer. | |
| any person or body entitled to appoint one or more |
||
| trustees |
| Additional information (optional) | Additional information (optional) | |
|---|---|---|
| You may choose to include further statements | where relevant about: New Trustees and Diocesan president inducted by |
|
| Bishop at a domrnisgioning service for three year | ||
| Policies and procedures | period which may extend to six. | |
| adopted for the induction and | Para 1.51 | Training for new Trustees for 2022−24 will be online |
| training of trustees | arranged by MSH HQ | |
| The charity's organisational | ||
| structure and any wider network with which the |
Para 1.51 | |
| charity works | ||
| Relationship with any related | ||
| parties | Para 1.51 | |
| Other |
| Reference and Admini | strative details |
|---|---|
| Charity name | Mothers Union Diocese of Lincoln |
| Other name the charity uses | |
| Registered charity number | 249980 |
| Charity's principal address | Temporarily 3, Sycamore Close |
| Boume. Lincs PE10 9RS | |
| Office closed 2020−1 Mothers Union Centre, St peter at | |
| Gowts Church Hall, Sibthorp Street, Lincoln LN5 7SH |
| me | s of the charity trust | **ees who manage the ** | charity | ||
|---|---|---|---|---|---|
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) to appoint trustee (if any) |
entitled | |
| 1 | Elizabeth Page | Diocesan President | 2019−2021 | ||
| 2 | Phil O'Connell | Treasurer | |||
| 3 | Christine Bruce | MUenterprise | 2019−2021 | ||
| 4 | Jenni Honisett | Diocesan members | 2019− | ||
| 5 | Chris Jackson | Ho4encastie Cluster | 2019− | ||
| 6 | Gill Kennedy | Grimsby Cluster | 2019−2021 | ||
| 7 | Sue Kerridge | Diocesan Fellowship | 2019− | ||
| 8 | Patsy Moore | Faith coordinator | 2019−2021 | ||
| 9 | Paddy Phillips | General | 2019−2021 | ||
| 10 | Margaret Saunders | Witham Cluster | 2019−2021 | ||
| 11 | Katy Hewis | Coopted Clewer/MDS |
2019−2020 | ||
| 12 | _ | ||||
| 13 | |||||
| 14 | |||||
| 15 | |||||
| 16 | |||||
| 17 | |||||
| 18 | |||||
| 19 | |||||
| 20 |
| Cor orate trustees — names of the directors at the date the re Dort was aDDroved Director name |
Cor orate trustees — names of the directors at the date the re Dort was aDDroved Director name |
|---|---|
| Elizabeth J Page | Sue Kerridge |
| Chris Jackson | Margaret Saunders |
| Christine Bruce | |
| Jenni Honisett | |
| Gill Kennedy |
| Funds held as custodian trustees on behalf of others | Funds held as custodian trustees on behalf of others |
|---|---|
| Description of the assets | None |
| held in this capacity | |
| Name and objects of the | |
| charity on whose behalf the | |
| assets are held and how this | |
| falls within the custodian | |
| charity's objects | |
| Details of arrangements for | Any assets held securely in the office at Lincoln. Key held |
| safe custody and | by DP and Witham Trustee |
| segregation of such assets | |
| from the charity's own assets |
| Type of | Name | Address |
|---|---|---|
| adviser | ||
| Examiner | Fred Frisby | As DP |
| Signature(s Full name(s) |
d−cAvad& Elizabeth Page rea Rushworth |
d−cAvad& Elizabeth Page rea Rushworth |
|
|---|---|---|---|
| **Position ** | (eg Secretary, Chair, etc) |
Diocesan President | it−cavz,ei. |
| Date | 9th August 2021 |
| Ordinary Income/Expenses | ||
|---|---|---|
| Income | ||
| Action +Outreach | 274.56 | |
| AFIA Holidays | 400.00 | |
| Branch Closure | 347.10 | |
| Diocesan Membership | 1,288.00 | |
| Diocesan news incl | post | 330.01 |
| Donations & Gift Income | 3,221.74 | |
| Faith+Policy | 10.00 | |
| Gift Aid Refund | 786.92 | |
| IMPC | 260.00 | |
| Investment income | 1, 148.21 | |
| LDMU Insurance | 261.00 | |
| Literature Sales −MUe | 1,404.73 | |
| MSH Appeals−Donations | 282.72 | |
| Newsletter | 1,272.00 | |
| Subscriptions | 15,897.50 | |
| TOTAL income | 27,184.49 | |
| Gross Profit | 27,184.49 | |
| Expense | ||
| Action + Outreach | 274.56 | |
| Conferences | 153.00 | |
| Diocesan Fares Fund | 19.50 | |
| Diocesan News/idl | post | 58.98 |
| Donations & gift expenses | 25.70 | |
| Dues & Subscription | 9,975.50 | |
| Faith + Policy | 40.00 | |
| IMPC Ex | 10.00 | |
| Insurance Expenses | 495.31 | |
| LDMU Salaries | 6,415.17 | |
| LDMU Utilities | ||
| Telephone | 203.92 | |
| Other | 3.77 | |
| Total utilities | 207.69 | |
| Literature | 1,797.45 | |
| Miscellaneous | 218.00 | |
| Newsletter Expenses | 498.00 | |
| Office Expenses | 302.94 | |
| Postage & Delivery | 114.03 | |
| Rent and rates | 1,080.00 | |
| TOTAL Expenses | 21,685.83 | |
| Net Ordinary Income | 5,498.66 | |
| Profit for the year | 5,498.66 |
| **Lincoln ** | Diocesan Mothers Union | Diocesan Mothers Union | Diocesan Mothers Union | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| **1st ** | **Quarter Statement (ongoing) and Budget ** | for 2020 | ||||||||||||
| Receipts | Payments | |||||||||||||
| 2019 b/f | Jan | Feb | Mar | Year | Budget | **2019 ** | bif | Jan | Feb | Mar | Year | Budget | ||
| 1. LDMU/Administration |
||||||||||||||
| Insurance | 27.00 | 226.50 | 253.50 | Insurance | 495.31 | 495.31 | ||||||||
| G e n e r a l Income | Rent | 120.00 | 120.00 | 120.00 | 360.00 | |||||||||
| Donations | 58.16 | 185.00 | 594.44 | 837.60 | Salaries | 602.00 | 602.00 | 602.00 | 1,806.00 | |||||
| Services | Office Elqi | |||||||||||||
| Subs/Diocese | 517.50 | 5,267.00 | 5.78450 | Utilities | 44.72 | 48.20 | 92.92 | |||||||
| D o c Men, 2020 | 287.50 | 460.00 | 299.00 | 80.50 | 1,127.00 | Pres Exp | ||||||||
| Dioc Men, 2021 | DM Exp | |||||||||||||
| Gift Aid | Diocesan Fares | − | ||||||||||||
| Newsletter | 50.00 | 80.00 | 150.00 | 996.00 | 1,27630 | Newsletter | ||||||||
| News Post | 50.00 | 80.00 | 75.01 | 158.00 | 363.01 | News Post | ||||||||
| Services | ||||||||||||||
| Council | Council | • | ||||||||||||
| Refund | Conferences | 153.00 | 153.00 | |||||||||||
| Duplicate subs | 218.03 | 218.00 | Returned cheque | 94.56 | 94.56 | |||||||||
| Refund | 40.00 | 178.00 | 218.00 | |||||||||||
| Total | 33750 | 678.16 | 1,25331 | 7,540.44 | 9,859.61 | Total | − | 861.28 | 1,41031 | 948.20 | 3,219.79 | |||
| 2. Units | ||||||||||||||
| A and 0 | 74.56 | 74.56 | 149.12 | A and 0 | 74.56 | 74.56 | ||||||||
| AFIA Hots | 80.00 | 10.00 | 170.03 | 260.00 | ARA Hols | − | ||||||||
| Literature | 3030 | 10.71 | 27.00 | 67.71 | Mue | 449.45 | 449.45 | |||||||
| Training | Training | |||||||||||||
| IMPC | 40.00 | 56.00 | 161.00 | 257.00 | IMPC | moo | 10.00 | |||||||
| F and P | F and P | 40.00 | 40.00 | |||||||||||
| Total | 224.56 | 15127 | 358.00 | 733.83 | Total | − | − | 574.01 | − | 574.01 | ||||
| 3. MSH | ||||||||||||||
| Subscriptions | 362.50 | 580.00 | 1,087.50 | 6,945.50 | 8,97550 | Subscriptions | 8,94650 | 8,946.50 | ||||||
| Subscriptions 2021 | − | |||||||||||||
| Appeals | Appeals | |||||||||||||
| Total | 36250 | 580.00 | 1,08730 | 6,94550 | 8,975.50 | − | Total | − | − | 8,946.50 | 8,946.50 | • | ||
| 4. Projects | ||||||||||||||
| Parenting Cse | Parenting Cse | − | ||||||||||||
| Leunde | Launde | |||||||||||||
| Literacy | Uteracy | |||||||||||||
| Total | Total | − | − | − | − | − | ||||||||
| Overall total | 1,482.72 | 2,492.28 | 14,843.94 | 18,818.94 | Overall total | 861.28 | 1,98432 | 9,894.70 | 12,740.30 | |||||
| balance b.d. | 1,248.38 | 1,869.82 | 2,205.78 | balance c.d. | 1,869.82 | 2,205.78 | 7,155.02 | |||||||
| CBF | CBF | |||||||||||||
| 2,731.10 | 4,362.10 | 17,049.72 | 18,818.94 | 2,731.10 | 4,190.10 | 17,049.72 | 12.74030 |
| 3rd Qu | arter State | ment (ong | oing) and Budget fo | r 2020 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Receipts | Payments | |||||||||||||
| 1/2 Year | Jul | Aug | Sep | Year | Budget | 3rd Qtr | Jul | Aug | Sep | Year | Budget | |||
| 1. LDMU/AdminIstration | ||||||||||||||
| Insurance | 253.50 | 253.50 | Insurance | 495.31 | 495.31 | |||||||||
| − | − | Rent | 480.00 | 120.00 | 120.00 | 720.00 | ||||||||
| Donations | 2,809.60 | 502.40 | 10.00 | 10.00 | 3,332.00 | redundancy./sary | 1,806.00 | 2,803.17 | 4,609.17 | |||||
| Services | − | Office Exp | − | − | ||||||||||
| Subs/Diocese | 5,968.50 | 5,968.50 | Utilities | 137.32 | 44.40 | 22.20 | 20332 | |||||||
| Doc Mere 2020 | 1,184.50 | 30.00 | 1,214.50 | Pres Exp | − | • | ||||||||
| Dioc Mem 2021 | − | A.P's/DM Exp | − | |||||||||||
| Gift Aid | 786.92 | 786.92 | Diocesan Fares | − | ||||||||||
| Newsletter | 1,322.00 | 1,322.03 | Newsletter | 498.00 | 498.00 | |||||||||
| News Post | 380.01 | 380.01 | News Post | 58.98 | 87.10 | 23.40 | 169.48 | |||||||
| closed branch account | • | 252.40 | 69.88 | 32228 | Services | − | ||||||||
| Council | − | − | Council | − | − | |||||||||
| Refund | • | 21.00 | 21.00 | Conferences | 153.00 | 153.00 | ||||||||
| Duplicate subs | 218.00 | 218.00 | returned chq | 94.56 | 94.56 | |||||||||
| 172.00 | 172.00 | Refund | 218.00 | 218.00 | ||||||||||
| cancelled Cheques | − | 54.00 | 54.00 | • | ||||||||||
| Total | 13,095.03 | 859.80 | 10.00 | 79.83 | 14,044.71 | − | Total | 3,941.17 | 2,934.67 | 143.40 | 14210 | 7,161.44 | • | |
| 2. Units | ||||||||||||||
| A and 0 | 149.12 | 149.12 | A and 0 | 274.56 | 274.56 | |||||||||
| AFIA Hots | 410.00 | 410.00 | AFIA Hots | |||||||||||
| Mue | 18585 | 64.40 | 40.20 | 35.15 | 325.60 | Mue | 796.65 | 347.20 | 215.00 | 1,358.85 | ||||
| Training | Training | |||||||||||||
| IMPC | 280.00 | 280.00 | I MPG | 10.00 | 10.00 | |||||||||
| F and P | F and P | 40.00 | 40.00 | |||||||||||
| Total | 1,024.97 | 64.40 | 40.20 | 35.15 | 1,164.72 | Total | 1,121.21 | 347.20 | • | 215.00 | 1,683.41 | − | ||
| 3. MSH | ||||||||||||||
| Subscriptions | 9,309.00 | 9,309.00 | Subscriptions | 8,946.50 | 14.50 | 8,961.00 | ||||||||
| Appeals | 65.12 | 65.12 | Appeals | |||||||||||
| MEM | ||||||||||||||
| − | ||||||||||||||
| Total | 9,374.12 | − | • | − | 9,374.12 | IIIREF1 | Total | 8,946_50 | 1450 | • | − | 8,961.00 | • | |
| 4. Projects | ||||||||||||||
| Parenting Cse | − | Parenting Cse | − | |||||||||||
| Launde | Launde | |||||||||||||
| − | − | |||||||||||||
| Literacy | − | − | Literacy | |||||||||||
| Total | − | − | Total | − | − | − | − | − | ||||||
| Overall total | 22,965.62 | 66080 | −420.00 | 115.03 | 24,161.45 | Overall total | 16,844.88 | 3,274.17 | 165.00 | 335.00 | 20,619.05 | |||
| balance b.d. | 7,197.12 | 4,583.75 | 4,838.75 | balance c.d. | 4,583.75 | 4,838.75 | 4,618.78 | |||||||
| . | ||||||||||||||
| CBF | CBF | |||||||||||||
| 22,965.62 | . 7,857.92 | 5,303.75 | 4,953.73 | 24,161.45 | 16,844.83 | '7,857.92 | 5,003.75 | 4,953.78 | 20,619.05 |
| Receipts | Receipts | Payments | Payments | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3rd Qtr | Oct | Nov | Dec | Year | Budget | 3rd Qtr | Oct | Nov | Dec | Year | Budget | |||
| 1. LDMU/Administration |
||||||||||||||
| Insurance | 253.50 | 253.50 | Insurance | 49531 | 495.31 | |||||||||
| General Income | − | − | Rent | 720.00 | 120.00 | 120.00 | 120.00 | 1,080.00 | ||||||
| Donations | 3,079.60 | 41.44 | 65.00 | 10.00 | 3,196.04 | Salaries | 6,415.17 | 6,415.17 | ||||||
| Services | − | − | Office Exp | 110.50 | 86.98 | 209.46 | 406.94 | |||||||
| Subs/Diocese | 5,968.50 | 5,968.50 | Utilities | 203.92 | 203.92 | |||||||||
| Dioc Mem 2020 | 1,18430 | 31.00 | 1,215−50 | Pies Exp | ||||||||||
| Dioc Mem 2021 | − | 170.00 | 100.00 | 90.00 | 360.00 | Officer Exp | ||||||||
| Gift Aid | 786.92 | 786.92 | Diocesan Fares | − | • | |||||||||
| Newsletter | 1,322.00 | 1,322.00 | Newsletter | 498.00 | 498.00 | |||||||||
| News Post | 380.01 | 380.01 | News Post | 58.98 | 58.98 | |||||||||
| Account Closure | 322.28 | 24.82 | 347.10 | Services | ||||||||||
| − | − | |||||||||||||
| Council | Council | − | − | |||||||||||
| Refund | − | − | Conferences | 153.00 | 153.00 | |||||||||
| Duplicate subs | 218.00 | 218.00 | Rtn'd Cheque | 94.56 | 94.56 | |||||||||
| Missing deposits | 172.00 | 172.00 | Refund | 218.00 | 218.00 | |||||||||
| Petty Cash closure | − | 25.70 | 25.70 | • | ||||||||||
| Total | 13,68731 | 267.26 | 165.00 | 1.25.70 | 14,245.27 | − | Total | 8,967.44 | 206.93 | 120.00 | 329.46 | 9,623.88 | − | |
| 2. Units | ||||||||||||||
| A and 0 | 349.12 | 349.12 | A and 0 | 274.56 | 274.56 | |||||||||
| AFIA Hots | 410.00 | 410.00 | AFIA Hots | − | • | |||||||||
| MUe | 325.60 | 158.60 | 121.83 | 748.70 | 1,404.73 | Mue | 1,011.65 | 785.80 | 1,797.45 | |||||
| Training | Training | − | − | |||||||||||
| IMPC | 280.00 | 280.00 | IMPC | 10.00 | 10.00 | |||||||||
| F and P | F and P | 40.00 | 40.00 | |||||||||||
| . | . | |||||||||||||
| − | − | |||||||||||||
| Total | 1,364.72 | 158.60 | 121.83 | 798.70 | 2,443.85 | − | Total | 1,336.21 | − | 785.80 | 2,122.01 | |||
| 3. MSH | ||||||||||||||
| Subscriptions | 9,339.00 | 14.50 | 9,353.50 | Subscriptions | 8,961.00 | 14.50 | 8,975.50 | |||||||
| Appeals | 65.12 | 65.12 | ||||||||||||
| Subscriptions 2021 | 340.00 | 200.00 | 180.00 | 720.00 | − | |||||||||
| Relief Fund Overseas | 217.60 | 217.60 | ||||||||||||
| ' | ||||||||||||||
| Total | 9,404.12 | 354.50 | 200.00 | 397.60 | 10,356.22 | Total | 8,961.00 | 1430 | 8,975.50 | − | ||||
| 4. Projects | ||||||||||||||
| Parenting Cse | − | Parenting Cse | − | − | ||||||||||
| Launde | − | − | Launde | − | ||||||||||
| Literacy | − | Literacy | ||||||||||||
| − | − | |||||||||||||
| . | . | |||||||||||||
| − | − | |||||||||||||
| . | ||||||||||||||
| Total | − | − | − | − | Total | − | − | − | • | − | ||||
| . | ||||||||||||||
| Overall total | 23,713.65 | 780.36 | 486.83 | 1,322.00 | 26,302.84 | Overall total | 15,724.07 | 221.48 | 120.00 | 1,115.26 | 17,180.81 | |||
| balance b.d. | 4,516.38 | 5,075.26 | 5,442.09 | balance c.d. | 5,075.26 | 5,442.09 | 5,648.83 | |||||||
| CBF | CBF | |||||||||||||
| − | ||||||||||||||
| 5,296.74 | 5,562.09 | 6,764.09 | 26,302.84 | 5,296.74 | 5,562.09 | 6,764.09 | 17,180.81 |
| Chaplain | Revd. Carolyn Bailey |
|---|---|
| Faith Coordinator | Kate Brown, also a reader from Market Deeping |
| Overseas | A grateful thanks to Elaine Dunsford for agreeing to take on this |
| position | |
| Finance | Elizabeth Page (with Andrea in support) |
| Minutes Secretary | Andrea Rushworth will continue with the minutes for Trustees and |
| other DP−led meetings. This is a legal requirement for the Charities' | |
| Commission. |