## 

## 

## 

## 

## 

## 

## 

|||ACCOUNTS|
|---|---|---|
||SORP reference|RECFIVPD|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|Affiliated to KA<br>240531) To demonstrate the Christian faith in action<br>by the transformation of communities worldwide thro<br>the nurture of family in its many forms.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the|Para 1.17 and<br>1.19|Support for elderly thro IMPC membership. AFIA<br>holidays for needy families, support for Baby Basket a<br>project for mothers and babies in Lincoln Diocese,<br>Provision of newborn items for Maternity hospitals<br>across the Diocese, support for dementia patients,|
|activities, projects or services<br>identified in the accounts.||involved in Kairos/prayers/cookies, cards for prisoners,<br>group involvement in Clewer/ Modern Day Slavery|
|||awareness and support|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity|Para 1.18|Trustees have responsibility for and management of<br>the charity with particular responsibility for the area in<br>which they live feeding information to branches and<br>individuals from the Trustee meetings and from the<br>main body of MU worldwide organisation.|
|Commission on public|||
|benefit|||



## 



## 

|**Achievements and Pe**|**rformance**||
|---|---|---|
||SORP reference||
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity's work has made to<br>the circumstances of its|Para 1.20|In a particularly challenging year due to covid<br>pandemic, members have continued to help in their<br>communities by contacting elderly by phone or post,<br>holding meetings and services on Zoom for those<br>online, Making **PPE** equipment for hospitals, homes,<br>and clinics, NHS where needed. And continuing to|
|beneficiaries and any wider<br>benefits to society as a<br>whole.||support Women's Refuges wherever possible.<br>Much of the usual knitting, crafting and supplies have<br>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<br>set|Para 1.41|Many fundraising activities last year were cancelled<br>With the emphasis Shifting to keeping in totidh and<br>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<br>financial position at the end<br>of the period|Para 1.21|Having started the year with a deficit of £4000 the<br>Trustees put measures in place in Jan2021,inclUding<br>redundancy for the Administrator, closing office,<br>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<br>policy for holding reserves<br>stating why they are held|Para 1.22|Reserves are held by CBF to cover any unexpected<br>expenses,( previously used for the church building we<br>were responsible for), now as a buffer against any<br>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<br>sources of funds (including<br>anyfundraising)|Para 1.47|Subscription from members<br>Donations from members<br>In a normal year fundraising.at branch and Cluster<br>events.|
|Investment policy and|||
|objectives including any<br>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<br>constitutional provisions e.g.<br>election to post or name of||From outside for specific skills eg current treasurer.|
|any person or body entitled<br>to appoint one or more|||
|trustees|||



## 

|**Additional information (optional)**|**Additional information (optional)**||
|---|---|---|
|You may choose to include further statements||where relevant about:<br>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<br>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**<br>**year**|**Name of person (or body) **<br>**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<br>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<br>**Director name**|Cor orate trustees — names of the directors at the date the re Dort was aDDroved<br>**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**<br>**Full name(s)**|d−cAvad&<br>Elizabeth Page<br>rea Rushworth|d−cAvad&<br>Elizabeth Page<br>rea Rushworth|
|---|---|---|---|
|**Position **|**(eg Secretary,**<br>**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.**<br>**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.**<br>**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**||





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|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.|





## 

##