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2021-12-31-accounts

Mothers’ Union: Exeter Diocese Registered Charity No 250823

Accounts for the year ended 31st December 2021

Trustees’ Annual Report for the Period 1st January 2021 to 31st December 2021

Reference and Administration Details

Charity Name: Mothers’ Union in the Diocese of Exeter

Registered Charity Number: 250823

Charity’s Principal Address: Exeter Mothers’ Union Office St Sidwell’s Sidwell Street Exeter EX4 6NN

Names of the Charity Trustees who manage the Charity:

Mrs Nickie Johnson Diocesan President (until 31 Dec 2021) Mrs Janet Jones Vice President and AFIA Coordinator

Structure, Governance and Management

Description of the Charity’s Trusts

Type of Governing document

The Mothers’ Union: Exeter Diocese Constitution says this organisation is an Unincorporated Association Registered as Charity Number 250823 . It is affiliated to Mothers' Union, a Charity incorporated by Royal Charter (Charity No: 240531) through its shared aim and objects, and by virtue of its acceptance as an Affiliate by the Central Charity and its adherence to the rules and regulations of the movement.

Trustee selection methods Elected from membership

Trustees

Diocesan President Nickie Johnson 2015 - 2021 Heather Sayle 2022 Diocesan Vice-President Janet Jones 2019 Diocesan Treasurer Julie Hingston 2019 - 2021 Sue Addy 2019 Maureen Bennett 2015 - 2021 Ruth Collop 2019 Moira Devonport 2019 Helen Fensome 2019 - 2021

1

Heather Sayle 2019 – 2021
Lesley Thurley 2019 – Feb 2022
John Vinton 2016 - 2021
MU Matters Editor Nicky Over 2015 - 2021
Anna Venables Autumn 2021
Officers
MU Diocesan Chaplains Revd Caroline Luff 2017 - 2023
Revd Ian Blyde 2016 - 2022
Office Manager Julie Hingston 2019 – 2021
Administration Assistant Lorna Young 2020 - 2021
Diocesan Administrator Lorna Young 2022

2

Objectives and Activities

Summary of the objects of the charity set out by its governing document:

  1. To uphold Christ’s teaching on the nature of marriage and to promote its wider understanding

  2. To encourage parents to bring up their children in the faith and life of the Church

  3. To maintain a worldwide fellowship of Christians united in prayer, worship and service

  4. To promote conditions in society favourable to stable family life and the protection of children

  5. To help those whose family life has met with adversity

Summary of the main activities in relation to these Objectives:

In planning our activities, the Trustees have considered the Charity Commission guidance on public benefit. Despite the Mothers’ Union (MU) Office remaining closed for another year because of new variants of Covid now circulating in the community much has been achieved. Only the administrator went into the office once workers were allowed to enter their workplaces otherwise the whole of the Diocese continued to work remotely online. This was an unprecedented time which impacted us all not least because of the longevity of the Covid restrictions.

The elected Trustees numbered 11 members with two MU Chaplains. During the year the Trustee Board met 11 times plus the AGM. Due to Covid, the meetings were conducted by Zoom. The Cluster Leaders from the eight Clusters met twice during the year once on Zoom and in October they met face to face with the Diocesan President at the MU Office, St Sidwell’s.

The Spring Council Meeting and AGM was held on Zoom then the Autumn meeting was held at St Matthew’s, Exeter, in person for those who felt able to attend. The Cluster groups met together in their own geographical areas for special events some in person and some on Zoom.

Cathedral Prayers continued to meet online via Zoom led by Clusters and by some of our Diocesan Members until November when they resumed in the Lady Chapel. Services resumed in the Cathedral in the month of August for the Mary Sumner Day Service when some covid restrictions were eased.

The Diocesan MU Matters magazine was produced for the members once during the year, the previous edition had been in Spring 2020. During the year some branches sadly decided to close, and others have become Diocesan Members Groups. Some branches have found it difficult to find officers to cover the roles and so this has been their best alternative. As the Diocesan Members (DM) community is growing we need to look at new ways to support them and hope to produce a DM Group pack similar to the new Branch Pack which is in the process of being prepared for print.

In response to the request by the Central Charity several successful Coffee Mornings were held to consider Re-imagining the Mothers’ Union. These meetings were well received and produced lots of ideas, suggestions and proved a valuable insight into our membership looking forward. This information will be worked on more in-depth by the Diocesan Trustees and others following the Britain and All-Ireland MU Re-imagining Conference which has been postponed three times due to Covid.

3

Achievements and performance

Despite entering a second year of uncertainty around the world due to the global pandemic our Diocesan President continued to lead the Mothers’ Union in Exeter Diocese. This enabled us to meet remotely online and, in some instances, meet up face to face following the restrictions and guidelines which changed during the year depending upon the infection rates in the area. As many of our members are vulnerable due to age and underlying health matters the Trustees are most grateful to all those who kept in touch with their members and offered creative and inventive ways to keep in touch and meet up often outside safely. As restrictions eased we were allowed to meet up and gather in small groups inside our church buildings and at conferences.

Summary of the main achievements of the Charity during the year:

Governance

There is a responsibility for ensuring that the Mothers’ Union in the Diocese of Exeter complies with Charity Commissioners requirements and that correct accounting procedures are followed.

The Trustees continue to encourage undertaking a risk assessment on MU Projects within the diocese and set diocesan subscriptions

During 2021

Ongoing work for the next triennial includes:

Database

During the year the following was achieved:

4

Ongoing work for the next triennial includes:

Safeguarding

During the year the following was achieved:

Ongoing work for the next triennial includes:

AFIA

During the year the following was achieved:

Hopes for 2022

5

Faith

During the year the following were achieved:

Hopes for 2022

MU Prayer Network Report

During the year we have had at least 50 requests for prayer.

The majority of these are for health reasons, hospital appointments, people who are anxious about test results and for procedures for themselves or for loved ones. Prayers are also asked for those who have died and those who mourn.

We also have Good News and are asked to share and thank God for the news of a new baby, a wedding, success in exams and ventures and for happy health outcomes after illnesses. Not all the requests are for MU members but is for anyone we hear of through the Exeter Diocese or other Dioceses who need our prayers.

We are a group of 36 (mostly on and via email) who use the information for private prayer, for sharing at MU meetings and with fellow members and at church services. It is up to the individual as to how they use the news.

It is important that I have the permission of those we are praying for, and I do not use full names unless this is allowed.

It is a shame that some are not using this helpline and we get second hand news after a death or illness. It is here for everyone.

Do let me know if you wish to join this group of praying members and I will send requests to you. You don’t have to do anything except pray!

Prayer is our first and foremost MU promise – MU is underpinned by prayer.

Marigold Seager-Berry

Outreach Initiatives

During the year the following was achieved:

6

Hopes for 2022

Social Policy

There are two major strands of work in this area Raising Awareness of Modern Day Slavery and campaigning to eliminated Gender Based Violence in all its forms

During the year the following were achieved:

Hopes for 2022

Overseas

During the year the following was achieved:

Hopes for 2022

7

Training

During the year the following was achieved:

Hopes for 2022

Metamorphosis

This is a new Provincial Project launched in 2021 following the success of pilot projects in the UK from 2016. This was run via Zoom online for 16 weeks meeting with members meeting online from across the Canterbury Province every fortnight. It offers training in how to explore ways of bringing the local church, community and other organisations together to work on community-based projects

During the year the following was achieved:

Hopes for 2022

Communication

During the year the following was achieved:

8

Hopes for 2022

Finance and Office

During the year the following was achieved:

Hopes for 2022

9

Financial Review

Total receipts on the unrestricted general fund were £26,492 and are detailed in the financial statements. £12,458 of this amount was collected on behalf of the Central Charity.

Most of the restricted fund balances are spent and any excess expenditure was covered from the general fund. There is a balance for Big Book Share and this has been notified to the lead on this initiative so that it can be utilized. Provision for Initiatives and member training will be reviewed during 2022.

It is our policy to invest some of the funds balances with the COIF Charities Deposit Fund. During the year £10,000 was withdrawn to support the Central Charity during the difficult financial caused by Covid19, and £10,000 to use for the diocesan initiatives.

The balances at the year-end include £2,800 that was due to the Central Charity, and £3,108 due on the Mothers’ Union Enterprises account. Both amounts were paid early in 2022.

Policy on reserves:

It is good practice for the Diocesan Trustee Board to maintain a balance on unrestricted funds [if possible], which equates to at least 6 months’ unrestricted payments, to cover emergency situations that may arise from time to time. The balance of £35,900 on the unrestricted General Fund exceeded this target. In light of the recent pandemic, during 2022 the Trustee Board will review and formulate a policy on the amount of reserves required.

Declaration

The Trustees declare that they have approved the Trustees’ Report above. Signed on behalf of the Charity’s Trustees

Mrs Heather Sayle Diocesan President (w.e.f. 1 January 2022)

Signature:

Date:

10

Receipts and Payments Account


Unrestricted Designated
Restricted Endowment Total Prior year
funds funds funds funds funds total funds
Income and endowments from:
Donations and legacies
Income from charitable activities
Other trading activities
Other income
Total income and endowments from:
Expenditure on:
Raising funds
Expenditure on charitable activities
Other expenditure
Total expenditure on:
Net income / (expenditure)
Transfers
Gross transfers between funds - in
Gross transfers between funds - out
Net income / (expenditure)
Total funds brought forward
Total funds carried forward
Represented by
Unrestricted
General fund
Restricted
AFIA DIOCESE
BIG BOOK SHARE DIOCESE
COMMUNITY DEVELOPMENT MSH
EMERGENCY RELIEF MSH
MULFEP MSH Fund
Overseas MSH Fund
SUMMER OF HOPE MSH
UK NEEDS DIOCESE
1,716

9,887

11,604
18,912
364



364
1,081
4,496



4,496
5,062
19,918



19,918
20,631
26,496

9,887

36,384
45,687
14,417
769
22,141

37,327
38,199
9,901



9,901
50
17,123



17,123
27,169
41,442
769
22,141

64,353
65,418
(14,946)
(769)
(12,253)

(27,968)
(19,731)
2,779
769
21,942

25,490

(21,942)

(3,548)

(25,490)
(34,109)

6,140

(27,968)
(19,731)
70,032

(5,510)

64,522
84,253
35,923

630

36,553
64,522
35,923



35,923
70,032





3,169


630

630
60





(9,734)





206





2,094





(1,430)











124

11

Statement of assets and liabilities

General Designated
Restricted Endowment
Thisyear Lastyear
Current assets - Cash at bank and in hand
HSBC Current Account -
CCLA -
Petty Cash -
Totals
Current liabilities
Due to Central Charity
Due to MUe
Totals
14,258

630

14,888
22,881
21,644



21,644
41,640
20



20
35,923

630

36,553
64,522
2,800



2,800

3,108



3,108
5,908



5,908

12

Fund movement by type

Opening
Incoming
Outgoing
Transfers Gains/losses Closing
AFIA - AFIA DIOCESE
Restricted
Sub-total for AFIA
BIGBOOK - BIG BOOK SHARE DIOCE
Restricted
Sub-total for BIGBOOK
CDC - COMMUNITY DEVELOPMEN
Restricted
Sub-total for CDC
ER - EMERGENCY RELIEF MSH
Restricted
Sub-total for ER
MULFEP - MULFEP MSH Fund
Restricted
Sub-total for MULFEP
OVERSEAS - Overseas MSH Fund
Restricted
Sub-total for OVERSEAS
SUMMER - SUMMER OF HOPE MSH
Designated
Restricted
Sub-total for SUMMER
UKNEEDS - UK NEEDS DIOCESE
Restricted
Sub-total for UKNEEDS
General - General fund
Unrestricted
Sub-total for General
Grand total
3,169
6,152
19,342
10,020

3,169
6,152
19,342
10,020


60
570



630
60
570



630
(9,734)
531
687
9,890

(9,734)
531
687
9,890


206
387
533
(60)

206
387
533
(60)


2,094
625

(2,719)

2,094
625

(2,719)


(1,430)
853
1,454
2,031

(1,430)
853
1,454
2,031




769
769



769

(769)


769
769



124

124


124

124



70,032
26,496
41,442
(19,163)

35,923
70,032
26,496
41,442
(19,163)

35,923
64,522
36,384
64,353


36,553

13

Analysis of receipts and payments

Total Unrestricted Designated Restricted Endowment This year Last year

INCOME AND ENDOWMENTS

Donations and legacies

Overseas Fund
MULFEP
Community Development Co-
ordinators
Emergency Relief
Summer of Hope
UK Needs MSH
Diocesan Fund
AFIA
Big Book Share
Miscellaneous Donations/Income
MSH Emergency Appeal Covid19
Total
Income from charitable activities
MSH Christmas Appeal
AFIA NHS
Total
Other trading activities
MUE Shop Income
Total
Other income
Diocesan Members MSH
Subscriptions
Branch Members MSH Subscriptions
Branch Diocesan Subscriptions
Diocesan Members Subscriptions
Closed Branch Funds
Income from recycling (ink + stamps)
Gift Aid Claim
Annual Retreat
Diocesan Member Admin
CCLA Annual Interest
Total


853

853
4,445


625

625
2,094


531

531
1,118


387

387
2,430


769

769






124
1,679



1,679
186


6,152

6,152
7,611


570

570
60
37



37
643





200
1,716

9,887

11,604
18,912
364



364
241





840
364



364
1,081
4,496



4,496
5,062
4,496



4,496
5,062
1,640



1,640
2,391
10,454



10,454
9,364
3,650



3,650
6,160
622



622
1,743
117



117
190
15



15
54
1,715



1,715

1,630



1,630
400
69



69
218
3



3
109
19,918



19,918
20,631
INCOME TOTAL 26,496

9,887

36,384
45,687

14

EXPENDITURE

Raising funds
DM Subscriptions to MSH
2,343



2,343
1,087
Branch Subscriptions to MSH
10,329



10,329
8,989
Overseas Fund


949

949
3,977
MULFEP


505

505
1,898
Community Development Co-
ordinators


687

687
10,852
Emergency Relief


533

533
2,224
UK Needs


124

124

MUe Stock
1,612



1,612
3,337
MUe Postage
57



57
177
MU@Home Admin Costs
55



55
79
Diocesan Members Admin Costs
18



18
294
AFIA


19,342

19,342
5,282
Summer of Hope from Branches

769


769

Total
14,417
769
22,141

37,327
38,199
Expenditure on charitable activities
Outreach Projects
9,901



9,901
50
Total
9,901



9,901
50
Other expenditure
Diocesan President Expenses
222



222
389
Trustee Expenses
313



313
394
Staff Costs
9,467



9,467
9,968
Telephone/Internet
622



622
707
Gas
410



410
569
Electricity
360



360
392
Rent
864



864
864
Event Room Hire
172



172
112
Business Rates
1,034



1,034
1,034
Insurance
463



463
532
Maintenance





64
Audit Fees





60
IT Maintenance





202
Office Equipment





474
Stationery
11



11
61
Postage (Office)
94



94
828
Printing Costs
238



238
249
Retreat
1,670



1,670

Sundries
250



250
31
Miscellaneous
323



323
32
SPEAKERS EXPENSES





51
MSH Appeal
605



605
10,150
Total
17,123



17,123
27,169
2,343



2,343
1,087
10,329



10,329
8,989


949

949
3,977


505

505
1,898


687

687
10,852


533

533
2,224


124

124

1,612



1,612
3,337
57



57
177
55



55
79
18



18
294


19,342

19,342
5,282

769


769
9,901



9,901
50
222



222
389
313



313
394
9,467



9,467
9,968
622



622
707
410



410
569
360



360
392
864



864
864
172



172
112
1,034



1,034
1,034
463



463
532





64





60





202





474
11



11
61
94



94
828
238



238
249
1,670



1,670

250



250
31
323



323
32





51
605



605
10,150
17,123



17,123
27,169
EXPENDITURE TOTAL 41,442
769
22,141

64,353
65,418
GRAND TOTAL (14,946)
(769)
(12,253)

(27,968)
(19,731)

15

The financial statement of the diocese have been prepared using the Receipts and Payments basis in accordance with the Charities Act 1993 and the amendments of the Charities Act 2006 and 2011.

Approved by the Trustees and signed on their behalf by:

Mrs Heather Sayle Mrs Lorna Young Diocesan President Diocesan Administrator H J Sayle L Young Date: 6/5/2022 Date: 6/5/2022

16

Independent Examiner's Report to the Trustees of Mothers’ Union in the Diocese of Exeter

I report on the accounts of the charity (“the Trust”) for the year ended 31 December 2021 which are set out on pages 11 to 15.

Responsibilities and basis of report

As the charity trustees of the Trust, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed 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 which gives 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 order to enable a proper understanding of the accounts to be reached.

N Price

Date: 16 May 2022

Nigel Price Chartered Accountant Highfield Green Lane Appledore Bideford EX39 1QZ

17