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2025-12-31-accounts

The Mothers’ Union Diocese of York

Trustees’ Annual Report for 2025

THE MOTHERS' UNION - DIOCESE OF YORK

TRUSTEES' ANNUAL REPORT

YEAR ENDED 31 DECEMBER 2025

The trustees present their report and the independently examined financial statements of the charity for the year ended 31 December 2025.

REFERENCE AND ADMINISTRATIVE DETAILS

Registered charity name The Mothers' Union - Diocese of York Charity Registration number 249998 Principal office 1 Bankside, Yarm, North Yorkshire, TS15 9RH THE TRUSTEES

Mrs A Dewing Mrs B M Ford Miss E Galloway Mrs S Hammond Mrs M Lawrence Mrs S Rogerson Revd E Scrivens Revd J Smith Mrs C Wilson Mrs G Woodhall

Independent examiner Mr B Hopper Foxville Garth Ends Lane Hemingbrough Selby North Yorkshire YO8 6QW

STRUCTURE, GOVERNANCE AND MANAGEMENT

The Trustees' Annual Report was approved on 16 May 2026 and signed on behalf of the board of trustees by:

Mrs B M Ford, Diocesan President

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The Mothers’ Union Diocese of York

Trustees’ Annual Report for 2025

Achievements and Performance

The theme for the 2025-2027 Triennium is ‘Join Us, Join In’ to celebrate 150 years of Mothers’ Union.

Plans for Future Periods

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The Mothers’ Union Diocese of York

Trustees’ Annual Report for 2025

Accounts for 2025

Accounts for 2025 Accounts for 2025
01/01/2025
To
The Mothers' Union - Diocese of York
Charity Number CC16a
249998
01/01/2025 31/12/2025
Section A Receipts and payments
Receipts
York Diocesan Funds
AFIA
Parenting
Retreats
MUe Sales
Donations from branches
150th anniversary fund
Other donations
MUe Dividend
Gift Aid
Yorkshire Building Society interest
NOTE
Unrestricted
funds
to the nearest
£
-
11,645
3,911
100
828
1,661
232
Restricted funds
to the nearest £
6,222
-
125
1,617
Total funds
to the nearest £
6,222
-
11,645
3,911
100
125
1,617
828
1,661
232
Last year
to the nearest £
8,743
-
10,123
7,218
964
-
-
1,003
1,983
794
6
3
3
Royal Bank of Scotland interest
Investment Interest
182 182 268
CBF deposit fund retained interest 1,512 1,512 1,684 5
CBF short duration bond fund interest
-
- - 106 5
closed 2024
CBF short duration bond sale of shares
CBF investment fund
-

713
- -
713
4,230
697
Diocesan Subscriptions 4,130 4,130 5,488
net gain in funds held in branch accounts
Mary Sumner House(MSH) funds
Subscriptions for central
Overseas: Literature & Development
Overseas:general
Relief
404 18,400
340
1,363
760
404
18,400
340
1,363
760
-
18,013
415
1,846
1,251
Britain & Ireland
MSH general
75
150
75
150
95
160
Special Appeals
Make a Mother's Day
Summer of Hope
Christmas 2025


693
1,855
1,238
693
1,855
1,238
1,007
2,531
2316
**Total receipts ** 25,318 32,838 58,156 70,935
Payments
net loss in funds held in branch accounts - - - 270
York Diocesan Funds
Diocesan President retirement gift 2024 - - - 693
AFIA: expenses 7,696 7,696 12,620
AFIA: wages-caravan cleaner 556 556 117
Indoor member prayer group 1,224 1,224 200
Retreats 12,535 12,535 12,336
Expenses
Trustees 2,586 2,586 1,155
Diocesan Chaplain & reps 291 291 489
Member Support 1,258 1,258 1,542
Admin/Office 1,066 1,066 502
Examiner Fee 480 480 450
Mary Sumner House(MSH) funds
Subscriptions to central 18,423 18,423 17,890
MUe purchase orders 6,214 6,214 4,026 6
Overseas: Literature & Development 340 340 415 8
Overseas:general 1,363 1,363 1,846
Relief 760 760 1,251
Britain & Ireland 75 75 95
MSH general 150 150 160
Special Appeals
Make a Mother's Day 693 693 6,007
Summer of Hope 1,855 1,855 7,531
Christmas 2025 4,000 1,188 5,188 6,316 9
Totalpayments 28,431 34,323 62,754 75,911
Net of receipts/(payments) - 3,113 - 1,485 - 4,598 - 4,976
Transfers between funds 27 - 27
Cash funds lastyear end 47,165 13,674 60,839
Cash funds thisyear end 44,079 12,162 56,241

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The Mothers’ Union Diocese of York

Trustees’ Annual Report for 2025

Section B Statement of assets and liabilities at the end of the period

----- Start of picture text -----
Unrestricted funds Restricted funds
TOTAL
Cash funds to nearest £ to nearest £
NatWest 159 1,617 1,776 2
Royal Bank of Scotland 90 90
Yorkshire Building Society 2,656 125 2,781
surplus funds held in branches 16,673 16,673 4
CBF deposit fund 24,501 10,420 34,921 5
44,079 12,162 56,241
Unrestricted funds Restricted funds
Other monetary assets to nearest £ to nearest £
Current value
Investment assets Fund to which asset belongs Cost (optional) (optional)
CBF investment fund 24,646
Current value
Assets retained for the charity’s own use Fund to which asset belongs Cost (optional) (optional)
MUe sales stock unrestricted - general 1,189
caravan restricted - AFIA 25,016 15,008 7
Fund to which liability relates Amount due When due
Liabilities (optional) (optional)
Bourne Leisure restricted - AFIA 2,976 Feb 2026
examiner fee for 2025 accounts unrestricted - general 500 April 2026
subs prepaid for 2026 restricted - MSH 100 April 2026
Central projects - Christmas 2025 restricted - MSH 50
Prepayments Amount paid
(optional)
Wydale retreats deposits May & October 2027 1,696
Date of
Print Name
Signed by (on behalf of all the trustees ) approval
16/05/2026
B M Ford
`
16/05/2026
C S Wilson
----- End of picture text -----

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The Mothers’ Union Diocese of York

Trustees’ Annual Report for 2025

Notes to the Accounts

1 General Information

The charity is a public benefit entity and a registered charity in England and Wales and is unincorporated. The address of the principal office is 1 Bankside, Yarm, North Yorkshire, TS15 9RH.

2 Basis of Accounting

The accounting is on a Receipts and Payments (R&P) basis.

A new NatWest Charity Business account was opened and operates since September.

3 Restricted Funds activity

A collection was started for the 150[th ] anniversary fundraising.

A legacy received has been ear-marked towards a new Diocesan banner.

Fund
150th
Banner
AFIA
Parenting
Indoor
01/01/2025
in
out
125.00
1,616.87
7,899.35
6,221.97
8,252.09
1,508.00
4,266.74
1,224.00
13,674.09
31/12/2025
125.00
1,616.87
5,869.23
1,508.00
3,042.74
12,161.84
held in held in
YBS NatWest RBS investment
125.00 1,616.87 5,869.23
1,508.00
3,042.74
13,674.09 12,161.84 125.00 1,616.87 10,419.97

4 Unrestricted Funds activity

These include monies held in branches which are examined locally and reported to the Diocese annually.

Expenses incurred by Trustees on behalf of The Mothers’ Union are reimbursed but no Trustee receives remuneration for services.

5 Investments

Two CBF funds were held. The values of these are shown at market value on 31 December 2025. The Deposit Fund dividends are retained and reinvested in that fund.

The dividends for the Investment fund were paid into the Royal Bank of Scotland account and reported as Payments.

6 Mothers’ Union Enterprises Ltd

Stocks are accounted for at the point of purchase and sale. The value of stock remaining in hand is recorded as an asset. The two Diocesan MUe sales reps have now retired and all their remaining stock is held centrally. Branches are also making their own orders directly with the Enterprise shop. No non-MUe goods for resale purchased this year.

Sales receipts includes petty cash held £64.10; amount accounted in Money held in Branches.

7 Caravan

This asset is subject to depreciation using the straight line principle at 10% per year. The current caravan is now 4 years old.

8 Project Support

In addition to donations processed through the Diocese there were direct payments of £2,479 to Central for the following projects:

Ongoing Projects Special Appeals
£ £
Overseas 26 Make A Mothers’ Day 473
Relief Summer of Hope 1,025
Britain & Ireland Christmas 2025 405
Central General Fund 550

In 2025 the council of members approved a spend of £4,000 from excess reserves. This was given to the national MU Christmas 2025 appeal under the Big Give Double-Up scheme so had a worth of £8,000. This was augmented by branch and individual donations.

9 Reserves Policy

A policy has been established whereby surplus funds not otherwise committed should be the equivalent of one year’s expenditure. It is considered that 12 months resources will give us sufficient funds to continue current activities in the event of a significant reduction in funding. This policy is reviewed annually by the Trustee Board to ensure forward commitments

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The Mothers’ Union Diocese of York

Trustees’ Annual Report for 2025

Independent Examiners Report to Trustees of The Mothers’ Union – Diocese of York Year Ended 31 December 2025

I report to the trustees on my examination of the financial statements of The Mothers’ Union – Diocese of York for the year ended 31st December 2025

Respective responsibilities of Members of the Council and Examiner

As the trustees of the charity you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011.

I report in respecr of my examination of the charity’s financial statements carried out under section 145 of the 2011 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.

Independent Examiner’s statement

I have completed my examination. I 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:

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.

B Hopper

27[th] March 2026

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