## 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. Financial Audit of Mothers, Union Accounts 2024 The Financial Alidil undertaken on 12 Februari, 2025 looked at the following accounts.. St. Davids Dioctsan Mothers Union Treasurers Currcnl Account- No. 00567475 St. Davids Diocesan Mothers Union Bus Bank Instani Dewsil AC￿unt- No. 07107976 I'he Aecounting Records Kept A detailed electronic spreadsheet records all pa%'inents made and displays these in relevant cateoori¢s. These electronic rccords are backcd-up to Google Cloud. There is currently no online banking arrangemenL Income receipts are recorded in detail on ihe Bank Receipt-fabs. Occasional income receipts are made direct io ihe Mothers Llnion Account. All payments and income receipts are processed ihrough the N1oihers' Union Acwunt. All payments dre made via cheques. No Petty Cash is held. All payments require 2 signaiories. There are ciirrenily 4 signatories to ihese aceounts. A Gift Aid application was made in this financial y&v. Reeoneiliation of Accounting Records Th'ith Bank Statement Records The Accountin(J Records in respect of the Mothers, Dnion Accounts reconcile with the Lloyds Bank St*tcinent Records t.or 2024. The Format of the Accounts Prcsented The Annual FiftAncial Report of the -freasurer ofihe Moihcrs, Ui)ion is in the CO￿eCt receipts and payment.£ format as directed by the Charities Aci 201 I for those organisations whose income and expenditure falls below the £250,000 threshold. The Annual Financial Report clearl). presents the reconciled receipts and payments. Also pre.%ented is an infonnative spreadsheet showing lh¢ detail of income receipts and payinents made. Payinent reccipls arc ietained. Where payment receipts have not been received, these are recorded by the 'freasurer and shoil'n in her acLounts. PaJ"ments made to Mothers, Union Mary Sumner House coiitinlie ilot to be acknowledged or receipted. Conim itted payments thai have not been processed by the Bank are identified. The Annual Financial Report allows for comparisons with previous ycars: Current Acc. Income Expenditure Balance Total Assets for Curreni & Deposil Accounts 2023 38,8j9.66* 36,655.13 4.117.80 10.611.00 2024 25,371.18 24.34?.43 5,146.55 11,717.10 *£3,500 was transferred from the Dew15il to the Current Aecount. Independent e￿minatIon has been carried out under section 145 of the Charities Act 201 David Thorlei 5 Parc Thoinas Canm&rthen. SA31 IDP signed.. ST. DAVIDS DIOCESAN MOTHERS, UNION Re istered Chari BALANCE SHEET FOR YEAR ENDED 31st DECEMBER 2024 No 250226 2024 2023 Current Account Balance DfAccount as at 1st Jan Income to 31st Dec Total Available Funding 4,117.80 25.371.18 29.488.98 1,913.27 38,859.66 40,772.93 Total ExpendÈture to 31st Dec 24,342.43 36,655.13 Balan￿ of Account as at 31st Dec 5,146.55 4,117.80 De osit Account Balance ofAccount as at 1st Jan Income to 31st Dec Total Available Funding Total Expenditure to 31st Dec 6.493.20 77.35 6.570.55 9,922.69 70.51 9,993.20 3,500.00 Balance of Account as at 31st Dec 6,570.55 6,493.20 Current Account Deposil Account TOTAL ASSETS 5,146.55 6,570.55 11,717.10 4,117.80 6,493.20 10.611.00 AFIA Restricted Fund (Held within the Totsl Assets) Balance of Fund as at 1st Jan Income to 31st Dec Total Available Funding Total Expenditure to 31 st Dec 2.710.60 1.836 60 4,547.20 2,895.80 2.646.95 5,542.75 2,000.00 2,832.15 Balance of Fund as at 31st Dec 2,547.20 2,710.60 RANDOM DRAW for 2024 Restricted Fund (Held within the Total Assets) Balance of Fund as at 1st Jan Income to 31st Dec Total Available Funding Prizes ExpenditLrre to 31 st Dec Profit for Diocesan Fund 300.00 660.00 960.00 0.00 300.00 300.00 384.00 576.00 Balance of Fund as at 31st Dec 0.00 300.00 RANDOM ORAW for 2025 Restricted FUTr (Held wrthin the Total Assets) Balance of Fund as at 1st Jan Income to 31st Dec 2024 Tolal Available Funding Expenditure to 31st Dec 2024 Balance of Fund as at 31st Dec 2024 0.00 456.00 456.00 456.00 Financial Audit of Mothers, Union Accounts 2024 th The Financial Audit undertaken on 12 February 2025 looked at the following accounts: St. Davids Diocesan Mothers Union Treasurers Current 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 payinents Inade and displays these in relevant categories. These electronic records are backed-up to Google Cloud. There is currently no onl ine banking arran(yement. Income receipts are I"ecorded in detail on the Bank Receipt Tabs. Occasional income receipts are made direct to the Mothers, Union Account. All payinents and income receipts are processed throu(Th the Mothers, Union Account. All payments are made via cheques. No Petty Cash is held. All payinents require 2 signatories. There are currently 4 signatories to these accounts. A Gift Aid application was made in this financial year. Reconciliation of Accounting Records with Bank Statement Records The Accounting Records in respect of the Mothers, Union Accounts reconcile with the Lloyds Bank Stateinent Records for 2024. The Format of the Accounts Presented The Annual Financial Report of the Treasurer of the Mothers, Union is in the correct receipts and payments format as directed by the Charities Act 201 I for those organisations whose income and expenditure falls below the £250,000 threshold. The Annual Financial Report clearly presents the reconciled receipts and payments. Also presented is an informative spreadsheet showing the detail of income receipts and payments made. Payment receipts are retained. Where payment receipts have not been received, these are recorded by the Treasurer and shown in her accounts. Payments made to Mothers, Union Mary Suinner House continLie not to be acknowledged or receipted. Comm itted payments that have not been processed by the Bank are identified. The Annual Financial Report allows for comparisons with previous years: Current Acc. Income Expenditure Balance Total Assets for Ciirrent & Deposit Accounts 2023 38,859.66* 36,655.13 4,117.80 10,611.00 2024 25,371.18 24,342.43 5,146.55 11,717.10 *£3,500 was transferred from the Deposit to the Current Account. Independent eiamination has been carried out under section 145 of the Charities Act 2011 . David Thorlei. 5 Parc Thoinas Carinaithen. SA31 IDP si(yned: ¢•</