## **The Mountain Way** (A Charitable Incorporated Organisation) ## **Report and Financial Statements** For the period Jan 1[st] 2020 – Dec 31[st] 2020 Charity Number 1171751 TMW Ref TMW/AR/03 Oct 2021 1 |**Contents**|**Page**| |---|---| |Legal and Administrative Information|3| |Report from the Trustees|4| |Statement of Financial Activities|6| |Accounts|8| TMW Ref TMW/AR/03 2 Oct 2021 ## **Legal and Administrative Information** The Trustees of The Mountain Way present its directors report and financial statements for the year ended 31 December 2020. This report covers the Charity’s second reporting period and details activity from 1[st] January – 31[st] December 2020 ## **Reference and Administrative Information** Charity Name: The Mountain Way Charity Registration Number: 1171751 Registered Address: The Mountain Way (1171751) 1 Lime View Victoria Park Newbury RG14 1EL ## **Board of Trustees** Mr Jonathan Bailey Chair Mr Simon Miller Treasurer Dr Pat Gwyer Head of Clinical Governance ## **Executive Team** Mr Andrew Shaw Chief Mentor Mr Dominic Moorhouse Fund Raising Director Mr John Lloyd Accountant ## **Bankers** The Cooperative Bank The Royal Bank of Scotland Drummond House No 1 Redheughs Edinburgh EH12 9JN TMW Ref TMW/AR/03 3 Oct 2021 ## **Trustees’ Report** ## **Our Aims and Objectives.** The Mountain Way’s aim is to assist UK military veterans suffering from Post-Traumatic Stress Disorder (PTSD). The UK’s ex-military community suffers from a significant proportion of its members enduring PTSD primarily as a result of participation in the military campaigns of the last 17 years but also exhibiting causes extending back to the Falklands Conflict in 1982. The effects of this widespread mental health issue are many but include personal isolation, loss of self-esteem, destruction of relationships, inability to find and keep work and in general terms, an inability to conduct what the majority would see as a ‘normal’ life and enjoy sustained relationships. In many cases suicidal contemplations are realised and there is a growing quantity of evidence to suggest that the choice of suicide among military veterans is increasing. ## **How our Activities deliver Public Benefit** We assist former military PTSD sufferers directly via the efforts of the charity’s founder, Andy Shaw, and our psychologist, Dr Pat Gwyer. The charity can be introduced to sufferers through a variety of channels and after confirmation that they have had a formal PTSD diagnosis, our programme commences with Andy Shaw as mentor. A preparatory phase, designed to gather information and assess suitability for one of our programmes, ensures that the individual is ready to confront their problems in surroundings that enable progress and development. A three-week programme conducted outside of the UK is designed on a one-to-one basis so that the concept of veteran peer-to-peer support can begin. Throughout this programme, techniques including mindfulness, guided reflection, meditative techniques and lay-counselling are used to enable the victim to begin identifying changes required in his or her life. On completion of this programme, a life-plan is designed, and a further period of six months of mentoring is characterised by frequent communication and routine evaluation and monitoring. The programme offers the opportunity for sufferers to come to terms with what caused their condition, relegate PTSD to merely a component of their lives (rather than it being the sole driver) and enable them to begin re-establishing a more normal, balanced and positive place in society. ## **Responsibilities of the Trustees** The key responsibilities of the Board are governance and decision-making. Collectively, the role of governance spans the following areas: - **Financial** : accounting, financial planning, budget preparation, donor due diligence and financial control measure design. - **Risk Management** : delivery of programmes to sufferers, financial risk minimization, clinical risk mitigation and reputational risk management. - **Clinical** : ensuring that our programmes conform to accepted psychological practices, clinical evaluations of cases, assistance in the design and improvement of our programmes. Decision making is conducted routinely via quarterly board meetings in addition to extraordinary meetings as required. Decisions required of the Board include: TMW Ref TMW/AR/03 Oct 2021 4 - **Financial** : constraints on delivery of programmes, spending above certain thresholds, control measures and budget reviews, financial planning and target setting and monitoring of costs. - **Case Selection** : collective decisions on suitability, readiness and programming in the delivery calendar. - **Delivery** : Approval of modifications and improvements to our programmes and processes. - **Clinical** : monitoring of internal processes, incorporation of new clinical methods and cyclical feedback mechanisms to ensure delivery is optimised. ## **Responsibilities of the Executive Team** The small Executive Team often works with other volunteers on a project-based approach to: - Design fund-raising plans, campaigns and events. - Conduct the actual delivery of the three phases of our programme. - Maintain day to day accounts and provide information to the Treasurer. - Provide assistance to the Treasurer and Chair in the preparation of reports. - Participate in the promotion of the Charity and increase the general awareness of the wider societal problem. - Manage relationships with donors. - Manage applications to funds and grant-giving bodies. ## **Key Activities in this Reporting Period** Key activity during the period January 2020 – December 2020 includes: ## **Assistance to PTSD sufferers** The Covid pandemic had a significant impact upon our operations in 2020. Travel constraints presented difficulties in physical engagement with PTSD sufferers, scheduling of our programmes in France and Spain became very difficult and most of our planned fund-raising events were either cancelled or postponed. Despite many challenges we were able to avoid a complete suspension of our activities and managed to complete one mentoring programme held in France during the late summer of 2020. This was our tenth military veteran attending such programmes and a great deal of progress was made with this individual. Ongoing work continued – albeit via video conferencing, phone calls and social media – in supporting all our previous attendees in addition to many others, not yet able, or ready to attend a physical programme. In total, we provided direct assistance to a total of thirty-six military veterans suffering from a range of PTSD-induced challenges. The additional mental health stressors resulting from lockdowns and isolation exacerbated the already serious health issues for our veteran community and 2020 was perhaps our busiest year in terms of the workload for our Chief Mentor: closer attention and care was required for those who continue their posttraumatic growth phase, while many new sufferers came to our attention, their challenges magnified by the requirements of social distancing throughout the year. A major accomplishment was the establishment of a small UK-based team providing support services. Comprised entirely of volunteers and one veteran who has completed our programme, this team proved invaluable in offering physical meetings where possible, continual phone and video support and even musicbased therapeutic assistance. We aim to grow this team’s capabilities in the UK and it will form a valuable complement to the routine programmes and assistance our Chief Mentor provides. ## **External Activity** TMW Ref TMW/AR/03 Oct 2021 5 The Charity’s secondary mandate is to promote, educate and raise awareness of the severity and scale of the veteran mental health problem. We took the opportunity during the lockdowns to begin a series of podcasts covering metal health issues relating to the pandemic, discussion of military PTSD issues and other more general issues surrounding mental health challenges. ## **Internal Activity** We had begun the search for a part-time Communications Lead towards the end of 2019 and in February 2020 we filled this role with a highly experienced communications manager who began integrating our social media channels, PR efforts and promoting future fund-raising activities. Our website was redesigned during the early part of the year resulting in easier ways for supporters and veterans to contact us, better promotion of our activities and a faster method of blogs and other communications reaching an audience of supporters and donors. We completed the design and planning for a new in-house fund-raising event and hope to launch this in the summer of 2021. Discussions continued with a large veteran Drop-In Centre based in Wales to identify ways to collaborate and offer mutual support. The Centre should be able to assist in identifying those veterans most in need, in addition to potential use of their facilities for us to conduct UK-based assistance programmes. Key policies and internal operating procedures were reviewed as usual and amended where appropriate to reflect experience gained from the Charity’s operation over the previous year. ## **Statement of Financial Activities** ## **Financial Review** This period saw total donations from all sources amounting to £16,264 and total spend by the charity totaling £12,895 with cash funds at the year-end for this period totaling £9,191. ## **Principal Funding Sources** Two of our principal fund-raising events – the Bath Half Marathon and the Bath Dragon Boat race – were eventually cancelled and postponed resulting in a serious deficit in our revenues for 2020. We were also unable to conduct public collections due to the lockdown restrictions. Private donations continued through Just Giving and GoFundMe and the continued support of individual gifts and recurring donations was instrumental in a year with severe financial difficulties. We also received a significant personal donation from one individual during this period. A significant proportion of 2020’s revenue came from a father/son fund-raising event which saw them tackle the highest peaks across the UK, traveling by bicycle between them. ## **Fund Raising Categories** Successful fund raising for this period fell into the following categories: - Online crowd funding – GoFundMe and JustGiving. - Third-party fund raisers – individuals/groups organizing events on our behalf. - Recurring donations from supporters. TMW Ref TMW/AR/03 Oct 2021 6 - Individual donations. ## **Plans for Future Periods** During the next reporting period (2021), we aim to increase our funding through the re-instatement of our routine fundraising events in addition to increasing publicity to attempt to gain more support from individuals and groups conducting sponsored events for our benefit. We still aim to approach individual regimental associations for sponsorship of veterans from within their own ranks and we are working on plans to begin offering assistance to those sufferers who have not yet retired from military service. We hope to be able to hire a part-time fund-raising specialist in 2021 with specific experience in this role within the Third Sector. None of the Trustees or Executive team come from this type of background and we acknowledge that specific expertise is required in order to realise our growth plans. TMW Ref TMW/AR/03 Oct 2021 7 ## **Accounts** |**Accounts**|||||||||| |---|---|---|---|---|---|---|---|---|---| ||**Charity Name**|||||**No (ifany)**|||**CC16a**| ||**The Mountain Way**|||||**1171751**|||| ||**Receipts andpayments accounts**||||||||| ||**For the period**
**from**||Period start date||**To**||Period end date||| ||||**1-Jan-20**||||**31-Dec-20**||| ||||||||||| |**Section A Receipts and payments**|||||||||| ||**Unrestricted**
**funds**||**Restricted**
**funds**||**Endowment**
**funds**||**Total funds**||**Last year**| ||**to the nearest**
**£**||**to the nearest £**||**to the nearest £**||**to the nearest £**||**to the nearest £**| |**A1 Receipts**|||||||||| ||**16,264**||**-**||**-**||**16,264**||**31,520**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**16,264**||**-**||**-**||**16,264**||**31,520**| ||||||||||| |**A2 Asset and investment**
**sales, (see table).**|||||||||| ||**-**||**-**||**-**||**-**||| ||**-**||**-**||**-**||**-**||**-**| |**_Sub total_**|**-**||**-**||**-**||**-**||**-**| ||||||||||| |**_Total receipts_**|**16,264**||**-**||**-**||**16,264**||**31,520**| ||||||||||| |**A3 Payments**|||||||||| ||**12,895**||**-**||**-**||**12,895**||**38,138**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| |**_Sub total_ **|**12,895**||**-**||**-**||**12,895**||**38,138**| ||||||||||| |**A4 Asset and investment**
**purchases, (see table)**|||||||||| ||**-**||**-**||**-**||**-**||| ||**-**||**-**||**-**||**-**||| |**_Sub total_ **|**-**||**-**||**-**||**-**||**-**| ||||||||||| |**_Totalpayments_**|**12,895**||**-**||**-**||**12,895**||**38,138**| ||||||||||| |**_Net of receipts/(payments)_**|**3,369**||**-**||**-**||**3,369**||**- 6,618**| |**A5 Transfers between funds**|**-**||**-**||**-**||**-**||**-**| |**A6 Cash funds lastyear end**|**5,822**||**-**||**-**||**5,822**||**12,440**| |**_Cash funds thisyear end_**|**9,191**||**-**||**-**||**9,191**||**5,822**| TMW Ref TMW/AR/03 8 Oct 2021 ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**|**Details**|**Details**|**Details**|**Unrestricted**
**funds**||**Restricted**
**funds**|**Endowment**
**funds**| |---|---|---|---|---|---|---|---| |||||**to nearest £**||**to nearest £**|**to nearest £**| |**B1 Cash funds**|RBS|||**9,191**||**-**|**-**| |||||**-**||**-**|**-**| |||||**-**||**-**|**-**| ||**_Total cash funds_**|||**9,191**||**-**|**-**| ||(agree balances w ith receipts and payments
account(s))|||OK||OK|OK| |||||**Unrestricted**
**funds**||**Restricted**
**funds**|**Endowment**
**funds**| ||**Details**|||**to nearest £**||**to nearest £**|**to nearest £**| |**B2 Other monetary assets**||||**-**||**-**|**-**| |||||**-**||**-**|**-**| |||||**-**||**-**|**-**| |||||**-**||**-**|**-**| |||||**-**||**-**|**-**| |||||**-**||**-**|**-**| ||||||||| ||**Details**|||**Fund to which**
**asset belongs**||**Cost (optional)**|**Current value**
**(optional)**| |**B3 Investment assets**||||||**-**|**-**| |||||||**-**|**-**| |||||||**-**|**-**| |||||||**-**|**-**| |||||||**-**|**-**| ||||||||| ||**Details**|||**Fund to which**
**asset belongs**||**Cost (optional)**|**Current value**
**(optional)**| |**B4 Assets retained for the**
**charity’s own use**||||||**-**|**-**| |||||||**-**|**-**| |||||||**-**|**-**| |||||||**-**|**-**| |||||||**-**|**-**| |||||||**-**|**-**| |||||||**-**|**-**| |||||||**-**|**-**| |||||||**-**|**-**| ||||||||| ||**Details**|||**Fund to which**
**liability relates**||**Amount due**
**(optional)**|**When due**
**(optional)**| |**B5 Liabilities**||||||**-**|| |||||||**-**|| |||||||**-**|| |||||||**-**|| |||||||**-**|| ||||||||| |Signed by one or two trustees on
behalf of all the trustees|Signature|||Print Name|||Date of
approval| |||||JONATHAN BAILEY|||19thOct2021| ||||||||| TMW Ref TMW/AR/03 9 Oct 2021 Jon Bailey Chairman On behalf of the Trustees of The Mountain Way October 2021 TMW Ref TMW/AR/03 10 Oct 2021 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Nknnlam Way On accounts lor th• year endgd 31" Decemtw 2020 Charity no Irf any) 1171751 S•t out an pag•S 1-12 I re(K￿ to the trustees ffi rrry exammlth of the actxxmts of Ihe akne arity I'the Tn*l") for thè ènd8d 3111212020. Responsibilities and ba$ls As tr charity Irustees. yw are res[￿sth lor Ihe FwaTali¢Jn of th8 of rnport in 4bith th& Chaiiti8s kt 2011 {Ihe Acri. I remNI in (espe(A ol my ex￿Inal￿)n ol Twsl's xctsjnts Cameo oul ufth sectKJn 145 of the 2011 Act and ￿ ￿rryIng my examinat￿￿, I have folby4ed al the applKable Directth￿ given by the Charity Commission ler s8GtKn 145(5Mbl ol th& Ad. Independ•nt examlnerf$ I have comFAeled my exaMY￿1￿. I confwm that no material matteT5 have statement ¢4Y￿ lo my attent In connectson wilh the examination gNes me cause to believe Il*t in. any material the accwrthg roc4yds wore I￿1 kepl In aC0)rda￿ vAlh sectknn 130 ol Ihe Acl.. Ihg accounts d*J Th)t wtrth ts accounthig records,. or the accounts did wnply with the applicat4e requirements Cor￿em1￿ Ihe lom aTrJ content ol a¢(xxJnts set out in th8 Charilies IAco)unts and Rep￿ts} Regulati￿S 2008 other than any requirem8nl that the xcounts gNe a'lnje and fair. view whth is not a matter CC￿￿jgI9d as part of an Th18p￿nI examwl¥)n. I Ptave no arKI have com8 auoss no othe( matter5 in connectson trte examina￿ to attenticm slwkj b& drawn in this re￿rt in der to enaNe a proper urMJerstandirvJ of the at￿￿￿ts to be reached. ' Plga delole the word8 •) IY8cktrls rflhey th) nL* apply. s￿nId. 25110r21 R*vant professional quall11￿tIon(1> or body {11 any): ACCA- 214209S 15 Ne* Ro&1 s(xT￿se1, TA19 9AF Onty c