## **Mountain Movers Charity No: 1176708** # **Trustees’ Annual Report & Statement of Financial Activity for the period 1[st] June 2021-30th May 2022** ## **Trustees** Catherine Tuck Cheryl Evans Katharine Morgan March 2023 **Name of Charity** ## **Trustees’ Annual Report & Statement of Financial Activity for the period 1[st] June 2021-30th May 2022** ## **Contents** ||**Contents**|**Contents**|| |---|---|---|---| |**1.**|**Introduction**||**4**| ||1.1|Charitable Objects|4| ||1.2|Overview (Executive Summary)|4| |**2.**|**Activities & Achievements**||**4**| ||2.1|Outputs & Outcomes|4| ||2.2|Policies on Grant-Making and/or Social Investments|5| ||2.3|The Roles & Contributions of Volunteers|6| |**3.**|**Financial Review**||**6**| ||3.1|Details of Any Funds Materially in Deficit|6| ||3.2|Policy on Reserves|6| ||3.3|Principal Sources of Funding|6| ||3.4|Investments Policy & Objectives|6| ||3.5|Remuneration of Trustees|6| ||3.6|Statutory Statements on Liabilities|6| |**4.**|**Reference and Administration Details**||**7**| ||4.1|Charity Name & Registration|7| ||4.2|Charity’s Principal Address|7| ||4.3|Names of the Trustees Who Manage the Charity|7| ||4.4|Names of Advisors & Senior Members of Staff|7| ||4.5|Bank {O}|7| |**5.**|**Structure, Governance & Management**||**7**| ||5.1|Type of Governing Document|7| ||5.2|Statutory Declaration|7| ||5.3|Trustee Selection Methods|7| ||5.4|Trustee Development|8| _Name of Charity: Trustees’ Annual Report & Financial Statements_ _Page 3 of 8_ ## **Trustees Annual Report & Statement of Financial Activity for the period 1[st] June 2021-30th May 2022** ## **1. Introduction** ## **1.1 Charitable Objects** For the public benefit to advance education for children who are being educated otherwise than at school, in particular but not exclusively, those children with disabilities. Through co-operative learning opportunities, enrichment arts and sporting activities. Enabling children to participate as fully as possible in society with a positive sense of community and belonging. To reduce social isolation of both the children and their families by providing a regular safe and confidential setting to allow the development of social skills as well as providing support, advice and signposting to additional services. To improve the skills and knowledge of parents/carers who have taken legal responsibility for the education of their child(ren) through the providing of access to training, advice and support so they are better equipped to educate their child(ren) in a rounded and informed manner. To reduce poverty and ease the financial burden faced by families who take legal responsibility for educating their child(ren) through the facilitation of educational opportunities and training as well as the sharing of educational resources. To promote greater understanding of elective home education with the aim to reduce hostility and the associated isolation for this minority group. ## **1.2 Overview (Executive Summary)** Education – Prince’s Trust, ASDAN and literary lessons. Social meetings – regular weekly group meetings. Pilot Nature Group ‘Literacy Through Nature’. Workshops - Beekeeping, Medieval Times, Into the Wild, African Drumming, Reptile workshop, Fiery Jack, University of Bristol Pathology Day. Trips - Chester Zoo, Aberavon Splash Park, LC2 Swimming, Bikeability. Tesco Community Fund – Gaming Connections. ## **2. Activities & Achievements** ## **2.1 Outputs & Outcomes** ## **Princes Trust, ASDAN, Literary lessons** We started our regular weekly lessons with author/tutor Ffion Jones entitled Finding Dragons, and the children even contributed to a published book. Our popular ASDAN Short Courses produced some talented, creative portfolios covering subjects from Food Wise to Animal care. We started our first academic year of The Prince’s Trust Achieve Award. This programme had only been delivered in schools in Wales until Mountain Movers became the first home educator group to _Name of Charity: Trustees’ Annual Report & Financial Statements_ _Page 4 of 8_ be approved as a centre. To date we have watched over twenty-two learners take part in regular weekly learning sessions, and produce portfolios that have helped them to access further education, increase their readiness for the world of work, and helped with their individual learning capabilities. ## **Friday Social Meetings** Our Friday Social meetings are the cornerstone of Mountain Movers. They allow our families to connect, socialise, and benefit from making lasting friendships within the home educating community. We provide a vital lifeline of support and advocacy for home educating families, in particular those who have at least one child with a disability. ## **Nature Group** We trialled our pilot ‘Literacy Through Nature’ programme, and it was a huge success. Children accessed outdoor learning in a group of their peers and parents, and enjoyed learning using nature as our guide. ## **– Workshops Beekeeping, Medieval Times, Into the Wild, African Drumming, Reptile workshop, Fiery Jack, University of Bristol Pathology Day.** We have hosted several organisations over the past year at our weekly group sessions. From workshops about reptiles and wild animals from all over the world (and they brought along animals for us to meet!) to a local bee keeping team visiting to talk to us about the local hives. Slapping Skins introduced us to African Drumming, and Fiery Jack brought their amazing circus skills for us to take part in. The University of Bristol visited us for a very special veterinary pathology workshop. The children were able to take part in dissection (of cuddly toys!) and testing solutions to determine what was wrong with a urine sample from a dog (real urine not used). ## **– Trips Chester Zoo, Aberavon Splash Park, LC2 Swimming, Bikeability** In January, we were lucky to receive fully funded tickets from Chester Zoo. Although it was a significant way to travel for our families – particularly those with additional needs – the children and adults alike all learnt so much about our native animals, how they are cared for, and had an amazingly connective day with their peers. We also continued our weekly sessions at our local leisure centre (Swansea LC2), weekly sessions at an adaptive cycling centre (Bikeability), and enjoyed a social trip to Aberavon Splash Park. These were all achieved during the ‘quiet’ sessions offered by these wonderful local organisations which is so beneficial for our children with sensory needs. ## **Tesco Gaming Connection Community Fund** We were successful in gaining 2[nd] place in our local Tesco Community Fund scheme. This enabled us to fund tabletop games and gaming consoles for our ‘Teens Only’ room. This project was designed to enable home educated teenagers to use gaming as a means of reducing social anxiety brought about by COVID-19 isolation. Our teenagers expanded their sessions to include regular Dungeons and Dragons workshops which helped develop their creativity, communication and connecting skills. ## **2.2 Policies on Grant-Making and/or Social Investments** The charity does not make any grants, or make social or programme-related investments. _Name of Charity: Trustees’ Annual Report & Financial Statements_ _Page 5 of 8_ ## **2.3 The Roles & Contributions of Volunteers** Our Volunteers are incredibly valuable to Mountain Movers success, we quite honestly could not operate without the selfless dedication shown by so many of our wonderful parent volunteers, tutors and workshops. Thank you so much! ## **3. Financial Review** ## **3.1 Details of Any Funds Materially in Deficit** The Charity has no funds which are materially in deficit. ## **3.2 Policy on Reserves** The trustees have set a level equivalent to 6 months of operating costs for the charity as a desired level of reserve. This fund is a contingency in the event of a sudden reduction in income, in order to protect the future operation of the charity from the effects of any unforeseen variations in its income and expenditure. It also provides a cash flow for ongoing projects such as Princes Trust, ASDAN and other educational expenditure paid in arrears. The reserves policy and the levels of reserves required are reviewed annually as part of the annual budget process. ## **3.3 Principal Sources of Funding** Mountain Movers is funded primarily by membership fees, and supplemented by fundraising bids such as Tesco and ASDA community funds, National Lottery, British Science Awards and Comic Relief Community Funds. ## **3.4 Investments Policy & Objectives** The charity has no social or ethical investments policies. ## **3.5 Remuneration of Trustees** All Trustees act in a voluntary capacity and receive no remuneration or other material benefits from their services to the Charity. Out-of-pocket expenses necessarily and reasonably incurred by Trustees in promoting the purposes of the Charity are reimbursed at cost. ## **3.6 Statutory Statements on Liabilities** The Trustees declare that: The charity has given no guarantees where potential liability under the guarantee is outstanding at the date of this statement The charity has no debt outstanding at the date of this statement which is owed by the CIO and which is secured by an express charge on any assets of the CIO ## **4. Reference and Administration Details** ## **4.1 Charity Name & Registration** **Name of the Charity:** _Name of Charity: Trustees’ Annual Report & Financial Statements_ _Page 6 of 8_ Mountain Movers **Charity No: 1176708** **Registered with HM Revenue & Customs** **No** ## **4.2 Charity’s Principal Address** 5, Pisgah Street, Kenfig Hill, Bridgend. CF33 6BY **e-mail:** contact@mountainmoverseducation.org **website:** www.mountainmoverseducation.org ## **4.3 Names of the Trustees Who Manage the Charity** _**Name Office Appointed Resigned Appointed by**_ Erika Lye Chair 31[st] May 2021 Catherine Tuck Chair/Treasurer31[st] May 2021 Cheryl Evans Trustee Katharine Morgan Trustee 31[st] May 2021 ## **4.4 Names of Advisors & Senior Members of Staff** Jon Morgan - IT Officer ## **4.5 Bank {O}** Natwest, 33 Stepney St, Llanelli SA15 3UX ## **5. Structure, Governance & Management** ## **5.1 Type of Governing Document** _Constitution_ ## **5.2 Statutory Declaration** The Trustees confirm that they have paid due regard to the guidance issued by the Charity Commission on public benefit in deciding what activities the charity should undertake. ## **5.3 Trustee Selection Methods** There must be at least two charity trustees. The maximum number of trustees is 7. In accordance with the Constitution, every trustee must be appointed by a resolution passed at a properly convened meeting of the charity trustees.. In appointing Trustees due consideration is given to ensuring that the Trustees have, between them, the skills and experience necessary to manage the charity effectively and in accordance with charity law. ## **5.4 Trustee Development** First Aid Training. Safeguarding Level 2 and 3 Training. Voluntary Enhanced DBS Checks. Fire Warden Training. _Name of Charity: Trustees’ Annual Report & Financial Statements_ _Page 7 of 8_ Food Hygiene Training. 31 March 2023 Approved by the Trustees and signed on their behalf. Catherine Tuck (Chair). _Name of Charity: Trustees’ Annual Report & Financial Statements_ _Page 8 of 8_ **Mountain Movers 1176708** ## **Receipts and payments accounts** 1.06.2021 31.05.2022 **For the period from** **To** ## **Section A Receipts and payments** **----- Start of picture text -----**
Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Attendance Fees and Workshop Fees 4,403 - - 4,403
Donations 36 - - 36
1,703 - - 1,703
ASDAN/Princes Trust - Educational Fees
Restricted Project Funds 3,500 - 3,500
- - - -
- - - -
- - - -
- - - -
6,142 3,500 - 9,642
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 6,142 3,500 - 9,642
A3 Payments
Workshops 3,296 - - 3,296
Rent 1,590 - - 1,590
Equipment, Toys and Supplies 1,037 - - 1,037
Website, Insurance, Training, DBS 3,156 - - 3,156
ASDAN/Princes Trust 616 - - 616
Meeting Expenses/Fuel 189 - - 189
Restricted Funds - 920 - 920
- - - -
- - - -
Sub total [ 9,884 ] 920 - 10,804
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 9,884 920 - 10,804
Net of receipts/(payments) - 3,742 2,580 - - 1,162
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end - 3,742 2,580 - - 1,162
**----- End of picture text -----**
## **Section B Statement of assets and liabilities at the end of the period** ||||**Unrestricted**|**Restricted**| |---|---|---|---|---| |**Categories**|**Details**||**funds**|**funds**| |**B1 Cash funds**|Funding Received
Reserves as per reserves policy
Day to Day operating costs
**_Total cash funds_**||**to nearest £**
**-**
**-**
**3,291**
**3,291**|**to nearest £**
**3,894**
**1,845**
**-**
**5,739**| ||(agree balances|with receipts and payments
account(s))|Agreement Error|Agreement Error| ||||**Unrestricted**|**Restricted**| ||||**funds**|**funds**| |**B2 Other monetary assets**|**Details**||**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**| |**B3 Investment assets**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**| |**B4 Assets retained for the**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**| |**charity’s own use**||||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**| |**B5 Liabilities**|**Details**||**Fund to which**
**liability relates**|**-**
**-**
**-**
**-**
**-**
**Amount due**
**(optional)**| |Signed by one or two trustees on
behalf of all the trustees|Signature||Print|Name| ||||Catherine Tuck|| **----- Start of picture text -----**
CC16a
**----- End of picture text -----**
**Last year** **to the nearest £** **-** **-** **-** **-** ## **Endowment funds** **to nearest £ - - - -** OK **Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional)** **When due (optional)** Date of approval 30.3.2023