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2025-12-31-accounts

Mothers’ Union : Diocese of Exeter Registered Charity No 250823

Accounts for the year ending 31[st] December 2025

Trustees’ Annual Report for the Period 1[st] January 2025 to 31[st] December 2025

Reference and Administration Details

Charity Name: Diocese of Exeter Mothers’ Union 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:

Nikki Sweatman Diocesan President + First Trustee Mothers’ Union South West CIO Ruth Collop Diocesan Vice President Michael Collop Diocesan Treasurer

Structure, Governance and Management Description of the Charity’s Trusts

Type of Governing document: The Mothers’ Union: Exeter Diocese Constitution states 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.

Trustees: Michael Collop July 2023
Ruth Collop 2019
Mary Harrison 2025
Nickie Johnson July 2025, resigned 21st March 2026
Nicky Over 2022
Nikki Sweatman 2025
Anna Venables 2025
Safeguarding Lead Nikki Sweatman
MU Matters Editors Katie Drew BEM and Mary Harrison
Mothers’ Union Diocesan Chaplains: The Revd Alison Hardy 2025
The Revd Tracey Voysey 2022
Diocesan Office Administrator: Lorna Young 2022

Page 3

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 the activities, the trustee board have had regard to the Charity Commission guidance on public benefit, including the specific guidance for charities involved in the advancement of religion.

During the year:

Achievements and performance

The structure of Mothers’ Union in our Diocese, with Clusters, Branches, Diocesan Members’ Groups and individual Diocesan Members, continues to adapt to changing circumstances. More branches have chosen to close and their members to become Diocesan Members Groups with the additional freedom this gives to operate without the need for Officers. By the end of 2025, total membership stood at 478, of whom about two–thirds were members of the 20 remaining branches, the rest meeting in 10 Diocesan Members’ Groups or attending events across the Diocese. Some of our members are vulnerable and unable to get to events due to age and underlying health matters so the Trustees are most grateful to everyone who has continued to support them by visiting, communication by phone and writing to them to keep in touch.

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

Governance

There is a responsibility to ensure that the Diocese of Exeter Mothers’ Union meets the requirements of the Charity Commissioners, particularly with regard to safeguarding, data protection and financial management, and that correct accounting procedures are followed. These matters are continually under review.

Page 4

Ongoing work for 2026:

Database

During the year the following was achieved:

Ongoing work for 2026 includes:

Safeguarding

During the year the following was achieved:

Ongoing work for 2026–2027 includes:

AFIA

During the year the following was achieved:

including for: Budleigh Salterton Primary School £300
Barnstaple Youth £1,000
Rising Moments £1,000
Spree Christian Camp attendees £500
Transforming Plymouth Together £1,000
Lifepath Tiverton £500

A grant of £500 to Nourish Axminster was approved in 2025 and paid in 2026

Page 5

Ongoing work for 2026–2027

Faith

During the year the following was achieved:

Plans for 2026–27 include:

Outreach Initiatives

During the year the following was achieved:

Page 6

have also witnessed how God has answered the prayers being offered

Thank you for the variety of woolly sheep being used during the Devon County Show and other Children and Young People’s events across the county

Plans for 2026–2027 include:

Social Policy

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

During the year the following were achieved:

Plans for 2026–2027 include:

Page 7

Overseas

During the year the following was achieved:

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 
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Stitching hope into the fabric of lives – with love – from Devon to the Solomon Islands

Plans for 2026–27 include:

Communication

During the year the following was achieved:

Plans for 2026–27:

Page 8

Financial Review

At 31 December 2025, total receipts were £41,821 and total payments £37,368, resulting in a surplus for the year of £4,453. This contrasts with a deficit in 2024 of £4,977. Two items contributing significantly to this were the inclusion in 2025 of arrears of tax recoverable from Gift Aid [£4,824, representing tax clamed for years 2021 and 2022]; and the inclusion in 2024 of arrears of £3,041 payable to MU Enterprises for purchase of stock in previous years.

Total receipts into the unrestricted General fund were £34,008, increased from £31,633 in 2024. £11,780 of this amount was collected as subscriptions on behalf of the MU Central Charity [Mary Sumner House], including £95 paid for 2026. Subscriptions for Diocese of Exeter Mothers’ Union direct costs amounted to £6,531 [£60 for 2026]. These may be compared with £13,498 and £7,038, respectively, in 2024, reflecting a substantial reduction in paying members, [partially offset by the increase in subscription rates from £35 per member in 2024 to £38 in 2025].

A further £3,097 was received as income to the Diocesan General Fund from fund raising by the branches and groups, and donations by individual members. In addition, a legacy of £1,000, unrestricted, was received from the estate of Anne Medhurst.

Total expenditure for the year from the General Fund was £31,132, down from £36,195 in 2024.

Designated and restricted funds are those funds providing resources for Mothers’ Union projects, including both MU Exeter projects and those of the Central Charity. Exeter Mothers’ Union is moving away from restricted funds in favour of designated funds, that allow the trustees to re-allocate resources from one project to another if it proves impossible to progress a particular project for any reason. This requires members and groups to raise funds for Mothers’ Union projects in general rather than for individual projects. They may, however, express a preference among projects and the Trustees will continue to respect the donors’ intentions as far as possible for the projects so designated.

Fund movements are listed in the table on page 11. AFIA and the Big Book Share are the two main Exeter projects. Grants for AFIA totalling £4,300 were made from the available balance [£4,943] brought forward from 2024, with a further agreed grant of £500 paid in January 2026. Balances of £5,144 [AFIA] and £3,117 [Big Book Share, providing books for prisoners in Devon prisons and their children] were carried forward for future use. Restricted and designated funds for Mary Sumner House projects amounting to £2,487 were raised in 2025, mainly for Overseas and Literacy and Financial Education Projects [MULFEP], and £1,937 of these were transferred to the Central Charity before the year end. A further £394 from the General Fund for the MSH Make a Mother’s Day appeal was raised as proceeds of the South Devon Big Band Concert organised in March by the South Devon cluster.

Receipts and payments are analysed in the accounts on pages 12-13. The 5-yearly rent review in April 2025 resulted in an increased rent payable on the office premises in St Sidwell’s Centre, from £1,613 to £1,747 in 2025, and £1,770 pa in a full year.

The Trustees agreed to increase the individual MU subscription to £40 a year for 2026 [up from £38 in 2025]: of this, £25 [up from £24.50] is to be collected on behalf of the Central Charity and £15 [up from £13.50] to be retained by Exeter Mothers’ Union.

Reserves Policy

It is our policy to maintain at least £20,000 investment in a COIF Charities Deposit Fund with CCLA. This is there as a Reserve Fund and any interest gained is currently re-invested. The balance at the year-end was £25,007 including the interest £1,025 received in 2025. It has not yet proved necessary to draw down from the investment account to maintain cashflow, despite the deficits in earlier years.

Page 9

Diocese of Exeter Mothers Union Financial Statements 2025

Receipts and Payments Account

----- Start of picture text -----
Unrestricted Designated Restricted Total 2024
funds funds funds funds total funds
£ £ £ £ £
Receipts
Donations and legacies 10,222 1,272 6,541 18,035 13,066
Income from charitable activities 21,541 - - 21,541 23,080
- -
Other trading activities 1,060 1,060 1,734
Investments 1,025 - - 1,025 1,169
Other income 161 - - 161 74
Total Receipts 34,008 1,272 6,541 41,821 39,123
Payments
Raising funds 874 - - 874 3,041
Expenditure on charitable activities 30,135 250 5,987 36,372 39,916
Other expenditure 122 - - 122 1,142
Total Payments 31,132 250 5,987 37,368 44,100
Excess of receipts over payments 2,877 1,022 554 4,453 -4,977
-
All assets at 1 January 2025 22,198 7,335 29,534 34,511
All assets at 31 December 2025 25,075 1,022 7,889 33,987 29,534
Represented by:
Unrestricted
General fund 25,075 - - 25,075 22,198
Restricted
Restricted - AFIA - - 4,822 4,822 4,943
Restricted - BIGBOOK - - 3,067 3,067 2,392
Designated
Designated - AFIA - 322 - 322 -
Designated - BIGBOOK - 50 - 50 -
Designated - MULFEP - 250 - 250 -
Designated - OVERSEAS - 300 - 300 -
Designated - UKNEEDS - 100 - 100 -
Statement of assets and liabilities
Unrestricted Designated Restricted Total 2024
funds funds funds funds total funds
£ £ £ £ £
Current Assets- Cash At Bank And In Hand
CCLA 25,007 - - 25,007 23,982
Petty Cash 189 - - 189 7
Cooperative Current Account — 121 1,022 7,889 8,790 5,544
total current assets 25,075 1,022 7,889 33,987 29,534
----- End of picture text -----

Page 10

Diocese of Exeter Mothers Union Financial Statements 2025

Fund movements 2025

Fund Fund balances Incoming Outgoing Fund balances
brought forward Resources Resources Carried forward
£ £ £ £
Restricted funds
AFIA Diocese fund 4,943 4,179 4,300 4,822
BIG BOOK SHARE Diocese fund 2,392 675 - 3,067
MULFEP MSH Funds - 893 893 -
OVERSEAS MSH Funds - 630 630 -
SUMMER OF HOPE MSH fund - 164 164 -
Designated funds
AFIA Diocese fund - 322 - 322
BIG BOOK SHARE Diocese fund - 50 - 50
MULFEP MSH Funds - 400 150 250
OVERSEAS MSH Funds - 400 100 300
UK NEEDS Diocese fund - 100 - 100
Unrestricted
General fund 22,198 34,008 31,132 25,075
Totals 29,534 41,821 37,368 33,987

Page 11

Diocese of Exeter Mothers Union Financial Statements 2025

Analysis of Receipts and Payments

Receipts
Donations and legacies
Overseas Fund
MULFEP
Summer of Hope
UK Needs MSH
Diocesan Fund
Gift Aid Claims
AFIA
Big Book Share
Legacies
Miscellaneous Donations/Income
MSH Christmas Appeal
Presentation donations
Gender based violence
Saving/Credit groups overseas
MU Melanesia
Total
Income from charitable activities
Diocesan Members MSH Subscriptions
Branch Members MSH Subscriptions
Branch Diocesan Subscriptions
Diocesan Members Subscriptions
Annual Retreat
Make a Mothers Day MSH
Speakers Charge
South Devon Big Band concert 2025
Diocesan Members MSH Subs 2026
Branch members MHS Subs 2026
Diocesan members Exeter Subs 2026
Branch members Exeter Subs 2026
Total
Other trading activities
MUe Shop Income
Income from recycling (ink + stamps)
MUe Postage
Total
Other receipts
Investments - CCLA Annual Interest
other - closed branch funds
Total receipts
Total
Last year
General Designated
Restricted
2025
2024
£
£
£
£
£
-
400
630
1,030
795
-
400
893
1,293
1,471
-
-
164
164
310
-
100
-
100
150
3,097
-
-
3,097
2,196
4,824
-
-
4,824
-
-
322
4,179
4,501
4,079
-
50
675
725
685
1,000
-
-
1,000
1,000
501
-
-
501
270
100
-
-
100
160
-
-
-
-
1,111
335
-
-
335
225
260
-
-
260
300
105
-
-
105
315
10,222
1,272
6,541
18,035
13,066
3,649
-
-
3,649
4,097
8,036
-
-
8,036
9,401
4,439
-
-
4,439
4,899
2,033
-
-
2,033
2,139
2,100
-
-
2,100
2,210
50
-
-
50
100
250
-
-
250
234
830
-
-
830
-
70
-
-
70
-
25
-
-
25
-
45
-
-
45
-
15
-
-
15
-
21,541
-
-
21,541
23,080
1,050
-
-
1,050
1,641
-
-
-
-
93
10
-
-
10
-
1,060
-
-
1,060
1,734
1,025
-
-
1,025
1,169
161
-
-
161
74
34,008
1,272
6,541
41,821
39,123

Page 12

Payments
Raising funds
South Devon Big Band Concert expenses
MUe Stock
Total
Expenditure on charitable activities
DM Subscriptions to MSH
Branch Subscriptions to MSH
Overseas Fund
MULFEP
Lady Day
UK Needs
Trustee Expenses
Staff Costs
Telephone/Internet
Gas
Electricity
Rent
Event Room Hire
Business Rates - Business Improvement District Levy
Insurance
Maintenance
Office Equipment
Stationery
Postage (Office)
Printing Costs
Conference Expenses
MU@Home Admin Costs
Diocesan Members Admin Costs
Retreat
AFIA
Outreach Projects
Sundries/ miscellaneous
Bank Charges
MSH Appeal
Summer of Hope from Branches
Make a Mothers Day (profit from Big Band Concert)
Chaplain's expenses
Projects against Gender-based Violence
Saving/credit groups overseas
MU Melanesia
Total
other expenditure - presentation gifts
Total payments
surplus/deficit -excess of receipts over payments
Total
Last year
General Designated
Restricted
2025
2024
£
£
£
£
£
436
-
-
436
-
438
-
-
438
3,041
874
0
0
874
3,041
3,649
-
-
3,649
4,094
8,036
-
-
8,036
9,401
-
100
630
730
795
-
150
893
1,043
1,961
-
-
-
-
104
-
-
-
-
228
172
-
-
172
139
9,317
-
-
9,317
8,316
662
-
-
662
553
397
-
-
397
435
507
-
-
507
512
1,747
-
-
1,747
1,613
466
-
-
466
787
30
-
-
30
25
537
-
-
537
495
30
-
-
30
120
786
-
-
786
564
38
-
-
38
7
-
-
-
-
3
227
-
-
227
211
111
-
-
111
234
48
-
-
48
152
-
-
-
-
183
2,002
-
-
2,002
2,007
-
-
4,300
4,300
5,000
-
-
-
-
50
118
-
-
118
109
-
-
-
-
0
100
-
-
100
160
-
-
164
164
550
394
-
-
394
100
81
-
-
81
183
-
-
-
-
525
260
-
-
260
300
420
-
-
420
-
30,135
250
5,987
36,372
39,916
122
-
-
122
1,142
31,132
250
5,987
37,368
44,100
2,877
1,022
554
4,453
-4,977

Page 13

Mothers, Union, Dlocese of Exeter Flnandal Statements 2025 Notss to the Accounts r4rte I: T(tsls rakulated from exart valws Includlng pence and then rounded to the nearest FKXXKI (£). This xcounts for the smau di5crepancs in the publlshed tota Totsl payn￿$ to members ofthe Board In 2025: nll or related partles: nll The Fin•nc•Jl *efi￿ts hwe been premd usirythe Rewts P•yments b•sls. Nikki Sweatman Diocesan President, for the Trustees Mkhael Cdlop Ft,J.Cy I S MLLrA 20

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 2025 which are set out on pages 10 to 14.

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.

………………………………………………………..………… Date: 15 April 2026 Nigel Price Chartered Accountant 12 Estuary Avenue Appledore Bideford EX39 1GF