Registered Charity No. 251394 ## **REPORT TO THE CHARITY COMMISSION** ## **ANNUAL REVIEW 2023** **ELY DIOCESAN MOTHERS’ UNION Charity Registration No. 251394** www.elydiocese.org/church-in-action/mothers-union www.mothersunion.org ## **REPORT TO THE CHARITY COMMISSIONERS** ## **ANNUAL REVIEW AND ACCOUNTS 2023** ## **INTRODUCTION** Ely Diocesan Mothers’ Union is a registered charity (Charity Registration No. 251394) and is an affiliated diocesan organisation of The Mothers’ Union (Charity Registration No. 240531). The constitution of Ely Diocesan Mothers’ Union is in accordance with the Constitution of The Mothers’ Union dated 2018. ## **PURPOSE, AIM AND OBJECTIVES** The Purpose and Aim of the Ely Diocesan Mothers’ Union is that of the Mothers’ Union: The Purpose of the Mothers’ Union is to be especially concerned with all that strengthens and preserves marriage and Christian family life. The Aim of the charity is the advancement of the Christian religion in the sphere of marriage and family life. In order to carry out this Aim, its Objectives are:- - to uphold Christ’s teaching on the nature of marriage and to promote its wider understanding - to encourage parents to bring up their children in the faith and life of the Church - to maintain a worldwide fellowship of Christians united in prayer, worship and service - to promote conditions in society favourable to stable family life and the protection of children - to help those whose family life has met with adversity. ## **ORGANISATION** Ely Diocesan Mothers’ Union is managed by the Board of Trustees headed by the Diocesan President and Diocesan Vice-Presidents. The Board of Trustees is serviced by a voluntary non-voting Minutes Secretary. There is a maximum of 17 voting Trustees, 11 of whom are elected by the Council of the Society; one (the Treasurer) is nominated by the Board of Trustees and a Life Vice-President can be nominated and appointed by the trustees and ratified by Council. There are up to 3 co-opted trustees. Nominations for Diocesan President by the trustees must be approved by the Bishop of Ely before election by all members. Elections are held every 3 years. The work of the Charity is organised into Task Groups each headed by a Leader who is a Trustee. The task groups are: Praying our Faith; Faith in Action; Finance & Administration; and Fundraising & Communication. As an affiliated diocesan organisation of The Mothers’ Union, the work of the Charity follows the policies of the central organisation. There is close liaison between the central and diocesan units. The Central Mothers’ Union organises a training day for trustees at the start of each triennial and the diocese provides new trustees with a welcome pack detailing their responsibilities. In the diocese the work of the Charity is carried out by volunteers in parish and deanery based branches and by diocesan members. The Charity no longer has the use of a central office and since the beginning of the Covid Pandemic in March 2020 all officers have been working from home. There is a voluntary Diocesan Secretary. Branches work closely with the local parish or deanery of the Church of England. **A1** **TRUSTEES** **2023** |Diocesan President|Hazel Williams,MBE|(4)| |---|---|---| |Cambridge Archdeaconry Vice-President|Gill Uttin|(2)| |Cambridge Archdeaconry Vice-President|Jo Wibberley|(4)| |Huntingdon & Wisbech Archdeaconry Vice-President|Helen Banyard|(3)| |Huntingdon & Wisbech Archdeaconry Vice-President|Maureen Haigh|(4)| |Praying Our Faith Task Group Leader|Christine Holt|(2)| |Faith in Action Task Group Leader|Jean Webb|(4)| |Finance & Administration Task Group Leader|Catherina Griffiths|(4)| |Fundraising & Communications Task Group Leader|Debbie Tye|(4)| |Co-opted Trustee and Safeguarding Officer|Kristy Leach|(2)| The number of meetings attended in 2023 is shown in brackets after each name. All trustees listed under 2023 above were serving as trustees on 16[th] March 2024. Unfortunately due to work commitments, Revd. Paula Spalding, Honorary Chaplain, was unable to attend any trustee meetings. Derek Tye was elected Honorary Treasurer in March 2021 and attended 3 meetings during the year to report on the financial affairs. The Trustees confirm that there were no serious incidents, or any other matter, which should have been brought to the attention of the Charity Commissioners. The Trustees have had regard to public benefit, as stated in the Charity Commissioners’ guidance. This Report, Review and Account were approved by the Trustees on 5[th] April 2024 and will be presented to the society’s AGM. **Signed: Hazel Williams, MBE Diocesan President 2022-2024** _Della Fletcher receiving her 50 year membership certificate from Bishop Dagmar._ **A2** ## **ANNUAL REVIEW 2023** During the year the Diocesan Trustees met on four occasions to plan for and review the work of the Mothers’ Union in the Diocese of Ely in meeting our stated objectives. The Annual General Meeting was held at St Peter’s Church, March in April and the Annual Report and accounts were circulated to members and accepted. The Autumn Diocesan Day was held at St John’s Church Hall, Waterbeach in October, at which Canon Matthew Bradbury spoke about Modern Day Slavery. The General Meeting (Annual Gathering) of the Worldwide Mothers’ Union was held in York in September. The on-going support of our bishop, the Chapter of Ely Cathedral and other senior clergy has enabled us to maintain a high profile for the Mothers’ Union in the Diocese and our President is an ex officio member of the Diocesan Synod. We continue to enjoy good working relationships with Diocesan staff. However, the Diocesan Office closed due to the pandemic in March 2020 and everyone is working from home. A new Diocesan office is being built on the outskirts of Ely. Members have continued to support Mothers’ Union initiatives in the diocese and worldwide. **B1** **T** he work of our society is detailed in the four Task Groups: ## **PRAYING OUR FAITH** ## Thursday Prayers Thursday Prayers have continued to be held each month, throughout the year in Ely Cathedral Presbytery and also on Zoom. They are also read at St Ives, where the Branch Leader invites MU members from surrounding branches to join in as well as her own. ## Quiet Day We held a Quiet Day at St Peter’s Church in Yaxley, Peterborough at the end of March which was led by our MU Diocesan Chaplin, Rev Paula Spalding, with the theme 'Walking with God'. This was well supported with 19 attendees being able to worship in the peaceful surroundings of this beautiful church. 16 Days of Activism: 25th November - 10th December As part of the Global Day of Action against Gender-Based Violence and abuse, Over 20 MU members stood outside the West door of the Cathedral at 1.03pm on Saturday 25th November, for 1 minute's silence, to raise awareness of the fact that 1 in 3 women worldwide will experience gender-based violence in their life time. As well as holding placards to advertise our vigil, members wore purple scarves; knitted purple rosettes, and badges that highlighted the #nomore1in3 (no more one in three), as they stood together, to show solidarity with victims. Prior to this, the same MU members took part in a silent prayer vigil inside the cathedral for 30 minutes. Also inside the cathedral, in the South Transept, opposite St Dunstan's Chapel, a display was on view for the duration of the campaign which was organised by the Cathedral MU Branch. ## Clergy Liaison Della Fletcher continues to keep contact with the Ely Diocese Clergy, familiarising them with Mothers’ Union activities throughout the year. She has circulated information on MU resources for Mothering Sunday to all clergy; sent MU cards to all ordination candidates (14 priests and 7 deacons) for the Petertide ordinations, informing training incumbents and relevant MU branches that she has done this. She has also circulated information on the UN’s 16 Days of Activism against Gender Violence and our involvement with this in Ely Diocese. ## Worldwide Links Irene Porter has kept in contact with our worldwide links throughout the year, sending copies of our MU Newsletters; Easter and Christmas cards. She also sends invitations to them to join us on Zoom for Thursday Prayers. She has received replies from Claudine in Shyogwe who included some photos in March and also Ellen in Lusaka. Ellen says that she tried to join us for Thursday Prayers in February. M _U in Lusaka, Zambia celebrating Independence Day in October._ In May, Irene received several communications from our links which she has shared with the Ely Diocese via our MU Newsletters. Kigali joined us at one of the Thursday prayers, others have indicated they would like to join, but so far have not succeeded. Priscilla in Karimnagar asked if Irene could contact sometimes via WhatsApp. Ellen in Lusaka shares our Ely newsletter with the members there and joined us for Thursday Prayer in November. She is very active on Facebook and responds to messages. Irene has still not yet been able to contact Nigeria, but did find some news from the Anglican Mothers' Union Executive, which she shared in the June newsletter regarding voting and elections to be held in 2023. MU were concerned about voter's apathy, non-collection of voting **B2** cards, voter's education and other points that could lead to non-credible and fair elections. In December, Irene informed us that Priscilla in Karimnagar, who usually replies to any email sent, has not done so recently. Irene has sent a 'Hope all is well' email but has had no reply. Irene provides the link between Ely Diocesan MU and our link dioceses for our prayers during our 'Wave of Prayer'. _Irene Porter and the Worldwide display_ ## Indoor Members (IMPC) Joanna Sanders continues to keep contact between indoor members (now 14) and the Ely Diocese MU throughout the year. She sends Christmas cards, Easter cards and birthday cards, informing Mary Sumner House of those reaching 90 years old so that MSH can also send a birthday card. IMPC members also receive a large print prayer diary based upon the current Thursday Prayers booklet to use throughout the year. Joanna sends three letters a year to IMPC members (some in care homes), one from herself, one from the Worldwide President and one from Ely Diocese MU President. ## **FAITH IN ACTION** In 2023 we continued to put our Faith into Action through our various projects to support those “whose lives have met with adversity” (Mothers’ Union 4[th] objective). 12 families, who needed a break and would not otherwise have been able to afford one, enjoyed an AFIA “Away From It All” holiday in a mobile home at a Leisure Resort in Hunstanton. 3 other families booked to go, but pulled out because of health conditions/ hospital appointments. This project is very popular with members, and most branches fund-raise for it. We were fortunate, once again, in securing some funding from a Diocesan Welfare Fund. We received these comments- _“The holiday from AFIA was a fantastic break in 2023; my daughter absolutely loved every minute of it and didn't want to come home. There was so much to do, which she needed as she has ADHD. It made a huge difference to us. Holidays are very expensive for a single parent to afford so it was amazing to be able to be away for a week and enjoy ourselves, so thank you”. “We really appreciate and grateful for letting us have that holiday experience at the resort. Our family loved it. And we are double happy because the children are happy. All the best and may you give many more families like us this kind of holiday”._ **B3** All 3 Women’s Refuges in the Diocese of Ely, and 2 young people’s hostels, have been well provided with personal and domestic items throughout the year, and supermarket vouchers at Christmas time, that enable the recipients to choose something they particularly want. The following thank you is from one of the Refuges- _It means so much to these families to have the opportunity to use the vouchers to choose the things that they like or need rather than being given a food parcel, which they are also grateful for, but often say how lovely it is to actually have the freedom of choice. This can also be particularly useful if there are any specific dietary requirements that have to be adhered to or simply a child's favourite cereal, that mum is able to purchase._ We continued to support an evolving charity in the 3 parishes of Farcet, Stanground and Fletton bordering Peterborough diocese. Throughout the year we provided Mary’s Child with food, toiletries and domestic goods. We have worked in partnership to support a Mary’s Child Families Support Worker. We were so pleased to learn that the worker appointed, Esther, was already a Mothers’ Union member, having been one for five years in her native Zimbabwe. Esther reported- _Thank you and Mothers’ Union for having the generosity of supporting my role all year which has really made an incredible impact on the way we support those in crisis, and developing the role within Mary’s Child. My work involves working with families dealing with mental health problems, difficulties with parenting, domestic abuse, welfare issues, and supporting older family members through financial and material hardship._ Prison work resumed in the summer with a team of MU members delivering a Relationships Course to inmates at Littlehey Prison. Unfortunately due to lack of space in the prison it was not possible to deliver the course in the Autumn term but it will be resumed in 2024. Our knitters have been busy, with making baby items for the Ely Baby Bank and Fenland Family Bank, Hinchingbrooke Maternity Unit and Mary’s Child. Lap blankets, Twiddle Muffs and Dementia Cannula sleeves gave been gratefully received by the Dementia Specialist Nurse at Hinchingbrooke Hospital. Warm hats, mitts and scarves have been given to a charity working with the homeless and 2 schools were pleased to receive hats for the children in the cold weather. Larger blankets and woollens have been sent to Christian Hope International. _On behalf of all of the staff at Hinchingbrooke Hospital Maternity Unit, I would like to pass on our heartfelt thanks for your kind donation of knitted baby hats that were delivered earlier today. The families we care for really appreciate their babies' being given a handmade hat at birth, and always comment on the beautiful colours and designs. As midwives, we also take great enjoyment from choosing a hat to suit each baby and family._ We have supported other charities whose aims are similar to ours. Collections of postcards have been sent to Mission Aviation Fellowship, and postage stamps to Marie Curie Cancer Care, and St. Johns Hospice, Moggerhanger (which caters for the South West of Ely Diocese). With members around the diocese, we participated in the 16 Days of Activism Against Gender Violence (from November 25[th] ) with a display in Ely Cathedral, of ways the Mothers’ Union supports those who have suffered Abuse, and about the Refuges, and available support. **B4** ## **FINANCE AND ADMINISTRATION** This Group continues to ensure that the Charity complies with the requirements of the Charity Commission and associated legislation through providing administrative services and observing correct accounting procedures. The Group prepared the Annual Review and Accounts. Derek Tye was appointed as treasurer in 2021 and has taken on the administrator’s role too. A fund, named the “Susan Baker Family Fund” was set up in memory of our immediate past president, Susan Baker who died in 2020. It was agreed by trustees that this should support family work in the diocese. It was decided, during the year, that two existing funds, the Parenting Project and the Diocesan Development Fund should be merged into the Susan Baker Fund with the terms widened to include the objectives of all the funds. Kristy Leach, Safeguarding Officer, has kept trustees informed of safeguarding issues and requirements. Some training has taken place and she has offered to visit branches to talk about Safeguarding and offer training. There is new training online on the Diocesan Website specifically in regard to Domestic Violence Awareness. Notice was also taken and implemented of the Charity Commissioners’ Guidance for Charity Trustees to show public benefit in the advancement of the Society’s Charitable Purposes, namely: the advancement of religion, the prevention or relief of poverty, the relief of those in need by reason of financial hardship and the advancement of community development. In 2023, the trustees took the decision to support a Families Worker, Esther, working in the northern part of the diocese with the charity Mary’s Child. The task group continues to underpin the charitable purposes of the Society through offering guidance and support in finance, training and general administration to Trustees, Deanery and Branch officers. **B5** ## **FUNDRAISING AND COMMUNICATION** There are several ways in which our Group communicates, supports, and engages with members, as well as by promotion and through informing others on a local, national and worldwide level. Our monthly Diocesan Newsletter is produced by Hazel Williams which contains lots of interesting news and articles about MU Projects and Events. The monthly Family: Faith: Fun Activity Sheets (produced by Ros Wright) have been a great resource for members, and available to be shared with families and parishes. Our MU page on the Ely Diocesan website is regularly updated with the Newsletters, Family: Faith: Fun Activity Sheets, Prayer Resources, and events, and relevant items are posted on our Facebook page (https://www.facebook.com/MUElyDiocese/). Our contact details on the National MU website have now been updated and our Diocesan page has new photos and latest project information added. The MU Noticeboard in the Cathedral is located in the south-west transept near St Catherine’s Chapel, with displays being looked after by Penny Hall, covering various seasonal and thematic topics and MU events and information. For the 16 Days of Activism against gender-based violence, there was a Silent Vigil and Banner Witness at Ely Cathedral in November, and a photo and newspaper article appeared in the Ely Standard. Monthly Thursday Prayer in Ely Cathedral meets in the Presbytery, and continues to be streamed live via Zoom as well. Recordings are posted on our YouTube Channel, to enable those members who could not come along or join in at a set time to be able see the videos. We are able join in with the Live Recordings of Mothers’ Union Midday Prayers held daily on Facebook, thoughtfully led by staff from Mary Sumner House, and other MU members from around the country and worldwide. Regular Zoom Meetings for the Communities of Interest Groups have been held during the year by Mary Sumner House staff which included Communications, Membership and Database Support. We held our Garden Party in the Bishop of Ely’s Garden on Friday 14th July which was very enjoyable despite the rain. We were joined by the Bishop of Huntingdon. There was an MU Stall selling cards, a Worldwide Display, and Raffle. Della Fletcher our Clergy Liaison Officer, and a past President, was presented with her certificate marking 50 years of membership by Bishop Dagmar. £186 was raised for MU Projects (which included the raffle takings of £166). ## **DIOCESAN MEMBERS** Diocesan Members were written to or emailed each month with the Newsletter, Family: Faith: Fun Activity Sheets, Prayer Resources, and other relevant documents and leaflets, with membership totaling 54 at the end of the year. Somersham Branch closed and several of the members joined as Diocesan Members. The Diocesan Members’ Lunch took place on Tuesday 7th November at Ely City Golf Club, attended by 21 Members and Trustees. We were pleased to welcome Sue Claydon from March who spoke about “A view of women’s lives in Africa today”, together with a slide presentation. She also **B6** brought some craft items from her visits to Africa. Afterwards there was a talk from Beth Georgiou about her work with the Anna Chaplaincy, which offers spiritual care to people in later life. Hazel Williams gave an update about latest MU News. The raffle raised £52 which will go towards AFIA (“Away From It All” Holidays). **Signed: Hazel Williams MBE Diocesan President 2022-2024** **B7** CHARITY COMMISSION FOR ENGLAND AND WA￿ | Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl memberJ of Ety Th'oGesan Mothers Llnion On accounts for the year ended 31st De￿rnI￿r 2023 Charlty no (rfany) 251394 Sot out on pages Ra$poGtivo rosponslbllltl88 of tru•t••8 and •xamlner The chartys trustees are responsole for the preparation of the a¢counts in accordance with the Charit￿8 Act 2011 {Ihe AGt'). The charty'8 trustees consider Ihat an audrt is not requirèd frjr this year under section 144 of the Act arKJ that an independent examination is needed. It Is my re8ponsibilty to: 8xamine the accounts under se(*ion 145 of ttro Chanties Act, to follow tt)e applicable Directions given by Ihe Charity Commi88ion (under section 14515)(b) of the Act. and to stste whether particular matters have come to my attention 8asls of Ind•pend•nt My examination V•7S carried out in accordance wilh general Directions given oxamlner's 8talemont by the Charity C¢)mmission. An examination includes a revEw of the accounting records kept by the tharity arKI a o)mparfson of the accounts presented with ttK)8e records. It also includes Cons￿erab.0n of any unusual iterns or disclosu￿S m the accounls and seeking explanations from the tnjstees conceming any such matter8. The procedures undertaken do not provide all the evidence that would be required in an audit. and consequently no opinion is given as to whether the accounts present 8 'true and fair, vtew and the report Is limited to those matter5 set out in the statement below. IER May 2018 Indep•nd•nt In connedion wilh my examination, no malerial matters have come to my axaminerf8 Statement attention which gives me cause to believe that in, any material ￿Spect.. the accountirKJ recDrds were not kept in %cxKdance with se(lion 130 of the Charities Art: or the accounts did not accord with the act(￿ntIng records; or the ac(x)unt5 did not comply with the applicable requirements con￿mIng the fonn and CKJntent of accounts sel oul in the Charities (Accounts and Reports) Regulations 2008 other than any requirement Ihat the accounts give a Yrue and fairf view whbch is not a matter consKlered as part of an independent examination. I have no ¢onGems have come across no other matters in connection th the examinalion to which attenti￿ should be drawn in this report in order to enable a proper understand￿9 of the accounts to be reached. Slgnod: Dat•: ' April 2024 Name: Philip Evans Rol•vant profo85ional qualiflcatlon(sl or body Ilf any): FCCA A880ciation of Charte￿d Certrfled Accourrtanls IACCA) Addr•M: 20 Church Street . Littte Shelford Cambfidge CB22 5HG Section B Oi5closure IER May 2018 ELY DIOCESAN MOTHERS UNION DRAFT DRAFT DRAFT DWT DRAFT DRAFT Page1 Receipts and Paymonts Account forthe Year Ended 31 December 2023 RECEIPTS Unr•5tnclod Restridod Funds Tof&l$ 2023 2023 2023 2022 For M•ry Sumnèr Hou Subscrbptsons Wod¢J Wid& Fund Sp¢¢i•l Relief Fund Brltain & Ireland Dov. Fund Christma5 Appeal Gilts of Support Make a Mothefs. day Summer of Hopa App••l 11.414 11,414 11,998 991 122 122 121 417 417 168 1.220 1.515 1.515 14,639 14,639 14.561 Dlrac•8an Gènernl Fund• Diocesan Fund conlributlons Profrt Rel•ted Grant Sundry Réeelpts 22 808 238 747 437 238 1,183 Inve•tment Incom• CBF Deposit Fund CBF Inv•stmnl Fund 425 425 889 167 1.314 1,314 1.OS1 MU• Sal Mue 70072 Mue 70073 Muo 96827 1,969 1,969 1,939 373 190 2,501 270 2,239 270 2,239 Unlt• (s•& p4g• 3 formty• d•t6M) Farth in Action Communlc•lions Fin8nc• & Almknistratson Praylng Our Farth 9.514 9.514 9.045 574 2,350 1.908 27 119 2,027 2,399 9,634 12.033 12.075 Total rncolpt¥ 6,821 24.273 31.093 31.372 Total p4ymÈnts Ifrw 2) 22.714 37.605 34,552 D¢fi¢it of receipts over payments 4.071 .511 4,180 Surplus on Investments 2,797 2,797 3,922 Ngt movément on fijntls 4,273 4.714 -7,102 ELY DIOCESAN MOTHERS UNION ORJST tHiAFf DRAFT DRAFT DRAFT DRAFf Pago2 Rocoipts and Payments Account for tho Year Ended 31 Deumbgr 2023 PAYMEpirs Urn?sliycl8d Funds Reslricted Funds Totsls 2023 2023 2023 2022 Mary Sumn•r Hou Sub$criplions WoTkJ Wtrde Fund 8peckAI Relief Fund Britain & Ireland Dev, Fund General Fund Christrnas Appeal Make a Mothers, day Summer of Hc4)o App•al HaThe$l Appeal 11.414 11,414 ?498 491 262 122 122 410 410 70 1.515 1,515 50 14,561 14,581 Adminl•trntlon General Offlce Expense8 PTesidenVs Expenses VP & General Trustse Expgnses Finance & Admin Expenseo Training & Oevelopment 2e2 262 307 352 352 3) Donadon• Conf•ronces Donations 8WHICathedrallchurch Lèavlng Gifts 3LKI 300 300 350 530 530 soo Mug purch••oS Mue 70072 Mue 70073 Mue 96827 1.854 l.C,d8 1,654 Unlts & Grants ($8e p8g8 3 r￿mOre dotadj Faith in Action Communic8lion$ Finance & AdMIn￿lIatIon Praying Our Faith Grants 739 835 595 e.738 835 595 266 10.075 20.508 16Q 9.920 12,355 155 8.153 Totsl poymonts 14.891 21714 37,005 ELY DIOCESAN MOTHERS UNION Page3 Recelpts and Payments Account lor the Year Ended 31 D￿ember 2023 Detailed Analysis of Task Group8 Receipts Un￿5￿1 Restri c18d Funds Funds Payments Unrosth"¢ R8stric( Funds Funds 2023 2023 2022 2ffd3 2023 2022 Falth In Actlon Projects Away From It All Holidays Parentlng Projed Susan Baker Family Fund 9,464 8 9 i-: A￿aY From It All HOl￿aYS PaTenting Unri expenses 175 0 9,614 9.045 7.99B 13.740 ¢)mmunlullon• Dloc•8an M6mbof8 Events ProJecl8 JI4 OioLwn Klembors Evwts Diocesan Membws Mailing¥ Bann•rs 471 835 FlnanGe & Admlnl•tratlon Gift Aid CIos8d Branchea I,￿8 2.0& ) Unil expentsety Insuran¢• Annual Report8 & Accounts 119 410 185 1.908 119 2.149 595 Praylng our Falth Unlt Exwn86S Projects Untt Expen8e8 195 Projects 27 146 121 27 Grants DioGesall Developm8nt FurKI Susan Baker Fund General Fund OM)ce8an Develownent Fund Susan Baker Fund General FuTrJ 55 100 9.920 9,920 155 ELY DIOCESAN MOTHERS UNION BALANCE SHEEf at 31 DECEMBER 2023 DRAFf DRAFf DFIAFr Page 4 2022 2023 Inve81ménts CBF Investment Fund shares 29,733 32.530 29.733 32,530 C•5h •t b•nk & In ￿nd Lloyds Bank current alc CBF Deposrt Account 13,620 13,188 10.794 9.503 20,296 56.541 52,827 Repmentad by: Closing Closing Receipts Payments Adjuslm b8lanL b8lanc& in Year in Y88r ents unrestiicted resliiGled Closing balan total Opening balance Unrostrlct•d Fund•: Tru8l•es general fund 36,358.90 8.821 14.891 2.681 30,949 30,949 Re•trlct•d Funds: Mary Sumner House AFIA Holiday Scheme Parernling Proje( Faith in Action Projects Diocesan Developrnenl Fund C105ed Branches (Retained for 3 years} Susan Baker MerTh)rTral Fund -32.58 10358.38 2628.15 -301.86 4237.95 14,839 14.561 7.998 78.50 11822.62 0.00 0.00 0.00 -2,626 252 55 4,183 888.01 2407.65 -147 100 6,809 859.98 9116.75 20,182 24.273 22,714 137 21877.85 21,878 56,541 31,093 37,605 2,797 21877.85 52,827 Draft Draft Draft ELY DIOCESAN MOTHERS. UNION Draft Draft Draft Deanerles & Branches Receipts and Payments Account for the Year ended 31st December 2023 Number of branches Jan 2023= 24 Number of branch retums= 22 % = 92% Page S Balance cfwd Balance bfwd Receipts Payments Branch Cambridge South Deanery Grantchester Prayer group Trumpington Fordham & Quy Deanery Anglesey Burwell Three Rivers, Group {wa5 Fordham) North Stowe Deanery Milton Granta Deanery Balsham Linton Sawston Stapleford Shlngay Deanery Shingay Deanery Ely Deanery Cathedr31 Branch Ely St Mary's Haddenham Littleport Huntln8don Deanery Brampton St Ives All Saints St Neots March Deanery Chatteris March St Peters March Evenlng Group Wisbech Deanery Wisbech Yaxley Deanery Farcet Yaxlev 661.46 482.90 534.65 609.71 139.48 199.88 192.74 701.17 592.00 482.50 622.00 609.00 583.00 218.65 182.88 92.24 195.82 326.10 415.00 106.92 158.65 397.53 348.65 233.28 277.35 980.50 796.16 721.50 317.00 738.74 666.25 623.70 119.00 639.29 478.56 331.08 783.84 642.42 765.00 661.26 544.58 2628.17 2618.84 588.01 1623.53 1438.00 243.58 732.08 731.18 719.76 1065.20 1252.45 553.91 773.54 244.48 532.51 462.42 2483.20 2329.30 567.86 1637.93 1501.79 722.08 1477.23 1423.56 616.32 704.00 775.75 288.73 699.35 513.46 474.62 0.00 173.96 165.56 557.11 548.71 171.95 1317.52 1390.53 98.94 303.70 1876.43 1823.88 114.75 1271.84 1207.75 356.25 178.84 Totals less tranSact￿nS to Diocese Net Recelpts and payments 8204.31 23372.19 22653.79 17016.24 17016.24 8204.31 6355.95 5637.55 8922.71 8922.71 ELY DIOCESAN MOTHERS UNION Page 6 DRAFf DRAFT DRAFT Consolidated Funds at 31 De￿mber 2023 DRAFT DRAFT DRAFT 2023 Investments CBF Snvestment Fund shares 29.733 32,530 29.733 32,530 Cash at bank & in hand Lloyds Bank current alc CBF Deposit Account Fund6 held by Deaneries & Branches 13,620 13,188 10,794 9,503 8,923 35,012 29.219 64,745 61,750 R•pr•••nt•d by: GI￿ng balance Closing Operring Recéyts Paymenl Adjustme unrpstri balance balance In Year 8 in Year nts restrictad Cjoslng b818nc8 total Unr••lrlct•d Fund•: Trustees general fvnd Restrlcled Fund• Mary Sumner House AFIA Holiday Scheme Parentin9 Proje Faith in Action Prolects Diocesan Development Fund Closed Branches (Retained foi 3 year5) Susan Baker Memorial Fund 36,359 6.821 14,891 2.661 30.949 30,949 -33 10,356 2,826 -302 4,238 14.639 14,561 7,998 33 7850 11822.62 -2,626 252 4.183 55 888 2.408 119 -147 6.809 859.98 9116.75 100 20,182 8,204 24,273 22,714 6,356 5.638 137 21877.85 21,878 8,923 Deaneries & Branches 8,923 64,745 61,750 The branch payments & receipts are nat of transa(*ons *ith the Diocese Page 7 ELY DIOCESAN MOTHERS, UNION Notes to the Accounts 1 . Basis of accounting These accounts have been prepared on the basis of historic cost (except that investments are shown at market value) in accordan￿ with accounting standards and the Charities Act 2011 The accounts'ng is on a Receipts and Payments basis. 2. Any funds remaining after a branch closure are retained for 3 years as restricted funds and then included in the Diocesan furKI (Consb'iution 22). £147.38 was transferred this year. 3. 1439.06 CBF Investment FurKI shares were held on 31st December 2023, (1439.06 at 31st De￿mber 2022), which are shown at market value at 31sl December 2023. In accordance with the Trustees. policy, dividends were transferred to the CBF Dewsil account. 4. The level of reserves and the Investment policy are reviewed annually by the Board of Trustees to ensure they cover the forward commitments of the Society. Dunng the year Unrestricted Reserves reduced from £36,359 to £30,949. Trustees have budgeted in 2024 for £10,000 to be given in grants from unrestricted reserves, £3,000 in grants from The Susan Baker Memorial Fund. and are actively seeking appllcatlons for suitable projects from Churches within the Ety Diocese. 6. Mothers Union Enterprises Ltd stocks, are accounted for at the point of purchase and sale, (Mue receipts and payments), Iherefore no stockvalues are recoided in these accounls. 7. The accounts include a ststsment relatlng to the Deaneries and Branches who have completsd and submitted a valld 'Recelpts and Payments" summary for the year endlng 31st December 2023. The Deaneries and Branches statement lo￿nS the basis of the consolidation of these figures into the main accounts. as shown on page 6. The figures shown in the statementon page 5 relate to 22 branches who Tesponded with a valid report. 8. Trustees expenses: Trustees may daim out-of-pocket experKses although many do not. Trustees expenses, where claimed, for travel to meetings and Subsisten￿ are shown below: President and VI￿ Presidents £90 Trustees- £nil 9. Adjustment to Trustees general fund of £2610.53: Surplus on investrnent valuakn'on £2797.39,. Closed Branches balances £147.38: MSH re Gift Aid -£32.58; Faith in Action -£301.66. 10. At their December 2023 meeting Trustees decided lo amalgamate the balances held under the headings of Parenting Project, Development Fund arKJ Susan Baker Memorial FurKI in to one fund to be known as The Susan Baker Memorial Fund with effect from 31 December 2023. CHARITY COMMISSION FOR ENGLAND AND WA￿ | Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl memberJ of Ety Th'oGesan Mothers Llnion On accounts for the year ended 31st De￿rnI￿r 2023 Charlty no (rfany) 251394 Sot out on pages Ra$poGtivo rosponslbllltl88 of tru•t••8 and •xamlner The chartys trustees are responsole for the preparation of the a¢counts in accordance with the Charit￿8 Act 2011 {Ihe AGt'). The charty'8 trustees consider Ihat an audrt is not requirèd frjr this year under section 144 of the Act arKJ that an independent examination is needed. It Is my re8ponsibilty to: 8xamine the accounts under se(*ion 145 of ttro Chanties Act, to follow tt)e applicable Directions given by Ihe Charity Commi88ion (under section 14515)(b) of the Act. and to stste whether particular matters have come to my attention 8asls of Ind•pend•nt My examination V•7S carried out in accordance wilh general Directions given oxamlner's 8talemont by the Charity C¢)mmission. An examination includes a revEw of the accounting records kept by the tharity arKI a o)mparfson of the accounts presented with ttK)8e records. It also includes Cons￿erab.0n of any unusual iterns or disclosu￿S m the accounls and seeking explanations from the tnjstees conceming any such matter8. The procedures undertaken do not provide all the evidence that would be required in an audit. and consequently no opinion is given as to whether the accounts present 8 'true and fair, vtew and the report Is limited to those matter5 set out in the statement below. IER May 2018 Indep•nd•nt In connedion wilh my examination, no malerial matters have come to my axaminerf8 Statement attention which gives me cause to believe that in, any material ￿Spect.. the accountirKJ recDrds were not kept in %cxKdance with se(lion 130 of the Charities Art: or the accounts did not accord with the act(￿ntIng records; or the ac(x)unt5 did not comply with the applicable requirements con￿mIng the fonn and CKJntent of accounts sel oul in the Charities (Accounts and Reports) Regulations 2008 other than any requirement Ihat the accounts give a Yrue and fairf view whbch is not a matter consKlered as part of an independent examination. I have no ¢onGems have come across no other matters in connection th the examinalion to which attenti￿ should be drawn in this report in order to enable a proper understand￿9 of the accounts to be reached. Slgnod: Dat•: ' April 2024 Name: Philip Evans Rol•vant profo85ional qualiflcatlon(sl or body Ilf any): FCCA A880ciation of Charte￿d Certrfled Accourrtanls IACCA) Addr•M: 20 Church Street . Littte Shelford Cambfidge CB22 5HG Section B Oi5closure IER May 2018 ELY DIOCESAN MOTHERS UNION DRAFT DRAFT DRAFT DWT DRAFT DRAFT Page1 Receipts and Paymonts Account forthe Year Ended 31 December 2023 RECEIPTS Unr•5tnclod Restridod Funds Tof&l$ 2023 2023 2023 2022 For M•ry Sumnèr Hou Subscrbptsons Wod¢J Wid& Fund Sp¢¢i•l Relief Fund Brltain & Ireland Dov. Fund Christma5 Appeal Gilts of Support Make a Mothefs. day Summer of Hopa App••l 11.414 11,414 11,998 991 122 122 121 417 417 168 1.220 1.515 1.515 14,639 14,639 14.561 Dlrac•8an Gènernl Fund• Diocesan Fund conlributlons Profrt Rel•ted Grant Sundry Réeelpts 22 808 238 747 437 238 1,183 Inve•tment Incom• CBF Deposit Fund CBF Inv•stmnl Fund 425 425 889 167 1.314 1,314 1.OS1 MU• Sal Mue 70072 Mue 70073 Muo 96827 1,969 1,969 1,939 373 190 2,501 270 2,239 270 2,239 Unlt• (s•& p4g• 3 formty• d•t6M) Farth in Action Communlc•lions Fin8nc• & Almknistratson Praylng Our Farth 9.514 9.514 9.045 574 2,350 1.908 27 119 2,027 2,399 9,634 12.033 12.075 Total rncolpt¥ 6,821 24.273 31.093 31.372 Total p4ymÈnts Ifrw 2) 22.714 37.605 34,552 D¢fi¢it of receipts over payments 4.071 .511 4,180 Surplus on Investments 2,797 2,797 3,922 Ngt movément on fijntls 4,273 4.714 -7,102 ELY DIOCESAN MOTHERS UNION ORJST tHiAFf DRAFT DRAFT DRAFT DRAFf Pago2 Rocoipts and Payments Account for tho Year Ended 31 Deumbgr 2023 PAYMEpirs Urn?sliycl8d Funds Reslricted Funds Totsls 2023 2023 2023 2022 Mary Sumn•r Hou Sub$criplions WoTkJ Wtrde Fund 8peckAI Relief Fund Britain & Ireland Dev, Fund General Fund Christrnas Appeal Make a Mothers, day Summer of Hc4)o App•al HaThe$l Appeal 11.414 11,414 ?498 491 262 122 122 410 410 70 1.515 1,515 50 14,561 14,581 Adminl•trntlon General Offlce Expense8 PTesidenVs Expenses VP & General Trustse Expgnses Finance & Admin Expenseo Training & Oevelopment 2e2 262 307 352 352 3) Donadon• Conf•ronces Donations 8WHICathedrallchurch Lèavlng Gifts 3LKI 300 300 350 530 530 soo Mug purch••oS Mue 70072 Mue 70073 Mue 96827 1.854 l.C,d8 1,654 Unlts & Grants ($8e p8g8 3 r￿mOre dotadj Faith in Action Communic8lion$ Finance & AdMIn￿lIatIon Praying Our Faith Grants 739 835 595 e.738 835 595 266 10.075 20.508 16Q 9.920 12,355 155 8.153 Totsl poymonts 14.891 21714 37,005 ELY DIOCESAN MOTHERS UNION Page3 Recelpts and Payments Account lor the Year Ended 31 D￿ember 2023 Detailed Analysis of Task Group8 Receipts Un￿5￿1 Restri c18d Funds Funds Payments Unrosth"¢ R8stric( Funds Funds 2023 2023 2022 2ffd3 2023 2022 Falth In Actlon Projects Away From It All Holidays Parentlng Projed Susan Baker Family Fund 9,464 8 9 i-: A￿aY From It All HOl￿aYS PaTenting Unri expenses 175 0 9,614 9.045 7.99B 13.740 ¢)mmunlullon• Dloc•8an M6mbof8 Events ProJecl8 JI4 OioLwn Klembors Evwts Diocesan Membws Mailing¥ Bann•rs 471 835 FlnanGe & Admlnl•tratlon Gift Aid CIos8d Branchea I,￿8 2.0& ) Unil expentsety Insuran¢• Annual Report8 & Accounts 119 410 185 1.908 119 2.149 595 Praylng our Falth Unlt Exwn86S Projects Untt Expen8e8 195 Projects 27 146 121 27 Grants DioGesall Developm8nt FurKI Susan Baker Fund General Fund OM)ce8an Develownent Fund Susan Baker Fund General FuTrJ 55 100 9.920 9,920 155 ELY DIOCESAN MOTHERS UNION BALANCE SHEEf at 31 DECEMBER 2023 DRAFf DRAFf DFIAFr Page 4 2022 2023 Inve81ménts CBF Investment Fund shares 29,733 32.530 29.733 32,530 C•5h •t b•nk & In ￿nd Lloyds Bank current alc CBF Deposrt Account 13,620 13,188 10.794 9.503 20,296 56.541 52,827 Repmentad by: Closing Closing Receipts Payments Adjuslm b8lanL b8lanc& in Year in Y88r ents unrestiicted resliiGled Closing balan total Opening balance Unrostrlct•d Fund•: Tru8l•es general fund 36,358.90 8.821 14.891 2.681 30,949 30,949 Re•trlct•d Funds: Mary Sumner House AFIA Holiday Scheme Parernling Proje( Faith in Action Projects Diocesan Developrnenl Fund C105ed Branches (Retained for 3 years} Susan Baker MerTh)rTral Fund -32.58 10358.38 2628.15 -301.86 4237.95 14,839 14.561 7.998 78.50 11822.62 0.00 0.00 0.00 -2,626 252 55 4,183 888.01 2407.65 -147 100 6,809 859.98 9116.75 20,182 24.273 22,714 137 21877.85 21,878 56,541 31,093 37,605 2,797 21877.85 52,827 Draft Draft Draft ELY DIOCESAN MOTHERS. UNION Draft Draft Draft Deanerles & Branches Receipts and Payments Account for the Year ended 31st December 2023 Number of branches Jan 2023= 24 Number of branch retums= 22 % = 92% Page S Balance cfwd Balance bfwd Receipts Payments Branch Cambridge South Deanery Grantchester Prayer group Trumpington Fordham & Quy Deanery Anglesey Burwell Three Rivers, Group {wa5 Fordham) North Stowe Deanery Milton Granta Deanery Balsham Linton Sawston Stapleford Shlngay Deanery Shingay Deanery Ely Deanery Cathedr31 Branch Ely St Mary's Haddenham Littleport Huntln8don Deanery Brampton St Ives All Saints St Neots March Deanery Chatteris March St Peters March Evenlng Group Wisbech Deanery Wisbech Yaxley Deanery Farcet Yaxlev 661.46 482.90 534.65 609.71 139.48 199.88 192.74 701.17 592.00 482.50 622.00 609.00 583.00 218.65 182.88 92.24 195.82 326.10 415.00 106.92 158.65 397.53 348.65 233.28 277.35 980.50 796.16 721.50 317.00 738.74 666.25 623.70 119.00 639.29 478.56 331.08 783.84 642.42 765.00 661.26 544.58 2628.17 2618.84 588.01 1623.53 1438.00 243.58 732.08 731.18 719.76 1065.20 1252.45 553.91 773.54 244.48 532.51 462.42 2483.20 2329.30 567.86 1637.93 1501.79 722.08 1477.23 1423.56 616.32 704.00 775.75 288.73 699.35 513.46 474.62 0.00 173.96 165.56 557.11 548.71 171.95 1317.52 1390.53 98.94 303.70 1876.43 1823.88 114.75 1271.84 1207.75 356.25 178.84 Totals less tranSact￿nS to Diocese Net Recelpts and payments 8204.31 23372.19 22653.79 17016.24 17016.24 8204.31 6355.95 5637.55 8922.71 8922.71 ELY DIOCESAN MOTHERS UNION Page 6 DRAFf DRAFT DRAFT Consolidated Funds at 31 De￿mber 2023 DRAFT DRAFT DRAFT 2023 Investments CBF Snvestment Fund shares 29.733 32,530 29.733 32,530 Cash at bank & in hand Lloyds Bank current alc CBF Deposit Account Fund6 held by Deaneries & Branches 13,620 13,188 10,794 9,503 8,923 35,012 29.219 64,745 61,750 R•pr•••nt•d by: GI￿ng balance Closing Operring Recéyts Paymenl Adjustme unrpstri balance balance In Year 8 in Year nts restrictad Cjoslng b818nc8 total Unr••lrlct•d Fund•: Trustees general fvnd Restrlcled Fund• Mary Sumner House AFIA Holiday Scheme Parentin9 Proje Faith in Action Prolects Diocesan Development Fund Closed Branches (Retained foi 3 year5) Susan Baker Memorial Fund 36,359 6.821 14,891 2.661 30.949 30,949 -33 10,356 2,826 -302 4,238 14.639 14,561 7,998 33 7850 11822.62 -2,626 252 4.183 55 888 2.408 119 -147 6.809 859.98 9116.75 100 20,182 8,204 24,273 22,714 6,356 5.638 137 21877.85 21,878 8,923 Deaneries & Branches 8,923 64,745 61,750 The branch payments & receipts are nat of transa(*ons *ith the Diocese Page 7 ELY DIOCESAN MOTHERS, UNION Notes to the Accounts 1 . Basis of accounting These accounts have been prepared on the basis of historic cost (except that investments are shown at market value) in accordan￿ with accounting standards and the Charities Act 2011 The accounts'ng is on a Receipts and Payments basis. 2. Any funds remaining after a branch closure are retained for 3 years as restricted funds and then included in the Diocesan furKI (Consb'iution 22). £147.38 was transferred this year. 3. 1439.06 CBF Investment FurKI shares were held on 31st December 2023, (1439.06 at 31st De￿mber 2022), which are shown at market value at 31sl December 2023. In accordance with the Trustees. policy, dividends were transferred to the CBF Dewsil account. 4. The level of reserves and the Investment policy are reviewed annually by the Board of Trustees to ensure they cover the forward commitments of the Society. Dunng the year Unrestricted Reserves reduced from £36,359 to £30,949. Trustees have budgeted in 2024 for £10,000 to be given in grants from unrestricted reserves, £3,000 in grants from The Susan Baker Memorial Fund. and are actively seeking appllcatlons for suitable projects from Churches within the Ety Diocese. 6. Mothers Union Enterprises Ltd stocks, are accounted for at the point of purchase and sale, (Mue receipts and payments), Iherefore no stockvalues are recoided in these accounls. 7. The accounts include a ststsment relatlng to the Deaneries and Branches who have completsd and submitted a valld 'Recelpts and Payments" summary for the year endlng 31st December 2023. The Deaneries and Branches statement lo￿nS the basis of the consolidation of these figures into the main accounts. as shown on page 6. The figures shown in the statementon page 5 relate to 22 branches who Tesponded with a valid report. 8. Trustees expenses: Trustees may daim out-of-pocket experKses although many do not. Trustees expenses, where claimed, for travel to meetings and Subsisten￿ are shown below: President and VI￿ Presidents £90 Trustees- £nil 9. Adjustment to Trustees general fund of £2610.53: Surplus on investrnent valuakn'on £2797.39,. Closed Branches balances £147.38: MSH re Gift Aid -£32.58; Faith in Action -£301.66. 10. At their December 2023 meeting Trustees decided lo amalgamate the balances held under the headings of Parenting Project, Development Fund arKJ Susan Baker Memorial FurKI in to one fund to be known as The Susan Baker Memorial Fund with effect from 31 December 2023.