ANNUAL SUMMARY REPORT 2023-2024 Author: Heather Witt
BOARD MEMBERSHIP The Diocesan President; Three Archdeaconry Vice-Presidents;
2 General Trustees from each Archdeaconry Each Trustee would then be allocated a role depending on what needed to be done. (General Trustees: 2 from each Archdeaconry to liaise with the VP to filter information down to branch leaders)
The Chaplain, Secretary and Treasurer and Safeguarding Lead attend but do not vote, and are not Trustees
THE OBJECTIVES
Vision: Our vision is a world where everyone prospers. We actively pursue this vision through prayer, projects and partnership, helping to build confident people and resilient communities. Our movement seeks to bring about justice, challenge prejudice and advocate change.
Mission: We aim to show our Christian faith by helping the sustainable transformation of communities worldwide. We do this by helping to nurture strong relationships at all levels, promoting peace and reconciliation locally, nationally and globally.
We aim to: encourage parents in their role to develop the faith of their children
maintain a worldwide fellowship of Christians united in prayer, worship and service
promote conditions in society favourable to stable family life and the protection of children
help those whose family life has met with adversity
promote and support married life.
A global movement present in 84 countries, our members are not all mothers, or even all women. They are single, married, parents, grandparents, or young adults just beginning to express their social conscience.
Mothers' Union provides a network through which they can serve Christ in their own community. This is done through prayer, projects and partnership, actively working at the grassroots level in programmes that meet local needs.
ACHIEVEMENTS THIS YEAR
Our membership in 2023 was 540 with 145 paying by Direct Debit which we are pleased to say is helping branch administration.
Our partnership with Plant Dewi grows with MU supporting the Baby Bundle and transport costs.
In promoting the 16 Days of Activism against Gender Violence in 2023 we held vigils in the three archdeaconries, the Carmarthen one being held on King Morgan Bridge at which we were fortunate that Bishop Dorrien attended. CHALLENGES THIS YEAR
Our challenge again is to maintain branches, as sadly more have closed in 2024. Trustees will look at a new strategy to facilitate existing branches. We are also looking at encouraging more clergy involvement in MU activities, as we feel that at present, clergy in general and new ordinands especially are not given enough information about the work of the Mothers’ Union and don’t see
MU as relevant in their parishes.
LOOKING FORWARD
Our focus for 2024 will be on the election as a new DP and Trustees as the triennial comes to an end. A service of thanksgiving will be held in June to celebrate DP Hather Witt’s term of office.
We also hope to forge links with Tîr Dewi to see if we can help them in any way. We are grateful for Bishop Dorrien’s support and are pleased to say has become an MU member following his enthronement this year.
ST. DAVIDS DIOCESAN MOTHERS' UNION STATEMENT OF ACCOUNTS FOR YEAR ENDED 31st DECEMBER 2023
Registered Charity number 250226
| £ | £ | £ |
|---|---|---|
| Opening Balance as at 1st January 2023 | 1,913.27 | |
| RECEIPTS | ||
| Subscriptions for MU (Mary Sumner House) | 8,778.00 | |
| Direct Debit Subs for MU (Mary Sumner House) | 3,045.00 | |
| Subscriptions for MU (Diocesan Fund) | 836.00 | |
| Direct Debit Subs for MU (Diocesan Fund) | 290.00 | |
| Subs for MU (Mary Sumner House 2022) | 120.00 | |
| Gift Aid (For 3 Years) | 1,077.60 | |
| Diocesan Fund | 3,393.46 | |
| Diocesan Fund (Branch Closure) | 478.65 | |
| Overseas Fund | 738.89 | |
| UK & Ireland Fund | 317.00 | |
| AFIA | 2,444.35 | |
| AFIA (Deanery Closure) | 202.60 | |
| AAGBV Global Fund | 115.00 | |
| Summer of Hope Appeal | 549.50 | |
| Mothers'Day Appeal | 88.00 | |
| Quiet Days | 106.30 | |
| Plant Dewi Baby Bundles | 66.20 | |
| MUe Annual Turnover Grant | 544.22 | |
| Received for Mue Trading Account | 36.00 | |
| Random Draw (For 2024) | 300.00 | |
| York Gathering | 10,626.00 | |
| Transferred from Deposit Account | 3,500.00 | |
| Contra Entry | 1,206.89 | |
| TOTAL RECEIPTS FOR 2023 | 38,859.66 | |
| OPENING BALANCE + TOTAL RECEIPTS | 40,772.93 |
| Registered R 2023 |
Charity number 250226 | Charity number 250226 |
|---|---|---|
| PAYMENTS £ |
||
| Subscriptions for MU (Mary Sumner House) | 8,778.00 | |
| DirectDebit Subsfor MU (Mary Sumner House) | 3,045.00 | |
| Subs for MU (Mary Sumner House 2022) | 120.00 | |
| Officials'& Trustees'Expenses | 470.66 | |
| Official Speakers'Expenses | 167.20 | |
| DBS Checks | 145.00 | |
| Insurance | 409.50 | |
| Lottery Registration | 40.00 | |
| Overseas Fund | 774.00 | |
| UK & Ireland Fund | 332.11 | |
| Teulu Non | 830.00 | |
| Indoor Members | 39.32 | |
| Finance & Central Services | 2,275.00 | |
| Services | 36.00 | |
| Conferences & Gatherings | 162.50 | |
| Festival of Banners | 746.00 | |
| Courses | 100.00 | |
| AFIA | 2,832.15 | |
| Mothers'Day Appeal | 88.00 | |
| AAGBV Global Fund | 115.00 | |
| Summer of Hope Appeal | 549.50 | |
| Provincial Contribution (2022 &2023) | 80.00 | |
| Postage, Printing etc | 118.01 | |
| Plant Dewi Baby Bundles | 2,076.20 | |
| Leaflets and Cards | 1.65 | |
| Equipment | 59.99 | |
| Refund of Duplicate Receipt | 100.00 | |
| YorkGathering | 10,957.45 | |
| Contra Entry | 1,206.89 | |
| TOTAL PAYMENTS FOR 2023 | 36,655.13 | |
| ClosingBalance as at 31st December 2023 | 4,117.80 | |
| TOTAL PAYMENTS + CLOSING BALANCE | 40,772.93 |
Finaneial Audit of Mothers, Union Accounts 2023 The Ftnancial Audit undertaken on 15 March 20?4 looked at the following accounts: St. Davids Diocesan Mothers Union -freasuTers CueThI Account- No. 00567475 St. Davids Diocesan Mothers Union Bus Bank Instant Deposit Account- No. 07107976 The Accounting Records Kept A detailed electronic spreadsheet records all'payments made and displays these in relevant categories. These electronic records are backed-up to Google Cloud. There is currently no online banking arrangement. Incotne receipts are reLorded in delail on the Bank Receipt Tabs. OcGl0al income receipts are made direct lo the Mothers Union Account. All payments and AllLome receipts are proc¢ssed through the Mothers. Union AccounL All payments are made via cheques. No Pety Cash is held. All payments require 2 signatories. There are currently 4 signatories to these accounts. A Gift Aid application was mad¢ in this financial v&4r eovcring the pr¢vious 3 years. Reconciliation of Accounting R¢cord$ with Bank Statement Reeords The Accounting Records in re$ct of the Mothers. Union Accounts reconcile with the Lloyds Bank Statement Records for 2023. The Format of the Aecount$ Presented The Annual Financial Report of ihe Tieasurer of the Mothers. Union is in the correct receipts and payments forniat as directed by the Charities Act 2011 for those organisations whose income and expenditure falls below the £250:000 threshold. The Annual Fi[l¢la1 Report clearly presents the reconciled receipts and payments. Also presented is an infomiative spreadsheet showtng the detsil of income receipts and payments made. Payment receipts are retain¢d. Wh¢TC paymeni receipts have not been ceiVe¢ these are recorded by the Treasurer and shown in her accounts. Commitled payments thal have not been processed by the Bank are identified. The Annual Financial Report allows for comparisons with previows years: Cuent Acc. Income Expenditure Balance Tolal Assets for Curr¢nt & I51t Accounts 2022 24,187.57 24,778.59 1,913.27 11,835.96 2023 38.859.66 36,655.lJ 4,117.80 10,611.1)O £3,500 was transferred from the Deposii to ihe Current Account. Independent examination has been carried out under section 145 of the Clwities Act 2011. David Thorley 5 Parc Thomas Carmarthen. SA31 IDP signed: