Trustees’ Annual Report for the period
From June 2023 Period start date To May 2024 Period end date
Charity name: Mountain Movers
Charity registration number: 1176708
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | 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. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Education – Prince’s Trust and ASDAN’s. Social meetings – regular weekly group meetings. |
Statement confirming Para 1.18 The Trustees have received and read whether the trustees have guidance available by the Charity had regard to the guidance Commission on public benefit. issued by the Charity Commission on public benefit
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | Our Volunteers are vital to Mountain Movers ongoing success. |
| Other |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The charity continues it’s work with Prince’s Trust Cymru as the only Home Education Group delivering it’s GCSE recognised qualification in Wales. The charity continues its work with the Prince’s Trust Advisory Panel to help design the qualification for the future and advise on it’s delivery within the home education community. ASDAN qualifications have been reinstated and are offered on a distance learning basis to benefit the whole of the UK as well as our local area. These courses offer a valuable vocational educational opportunity to home educated children with additional needs in the UK. Our Friday Social group continues to provide home educated children and their families – the majority with a disability– with a regular, safe meeting |
space which caters for the additional needs of our amazing families. The Charity also continues it’s support to members through supporting statements
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
|
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The Charity Trustees recognise that 2023-2024 overall has reduced our financial reserves. Focus for the next operating year will be on securing funding for our education programs. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | 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. |
| Amount of reserves held | Para 1.22 | 4908 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising) |
Para 1.47 |
Mountain Movers is funded primarily by membership fees, and supplemented by fundraising bids such as Tesco and ASDA community funds, and Comic Relief Community Funds |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | 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. |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
First Aid Training. Safeguarding Level 2 and 3 Training. Voluntary Enhanced DBS Checks. Fire Warden Training. Food Hygiene Training. LGBTQIA+ training. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Mountain Movers |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1176708 |
Charity’s principal address 5, Pisgah Street, Kenfig Hill, Bridgend. CF33 6BY
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
– Corporate trustees names of the directors at the date the report was approved Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s)
Position (eg Secretary, Chair, etc)
Date
| Mountain Movers 1 |
Mountain Movers 1 |
Mountain Movers 1 |
176708 | |
|---|---|---|---|---|
| For the period from |
01.06.2023 | To | 31.05.2024 |
| Section A Receipts and payments | Section A Receipts and payments | ||||
|---|---|---|---|---|---|
| A1 Receipts | to the nearest £ - - - 2,367 - - - - 2,367 - - - 2,367 - - - - 500 - 1,656 - - 2,156 - - - 2,156 211 - - 211 Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 1,773 231 1,083 2,367 - - - - 5,454 - - - 5,454 370 2,920 316 304 932 131 1,656 400 - 7,029 - - - 7,029 - 1,575 - 6,260 4,685 |
Last year to the nearest £ |
|
| Attendance Fees and Workshop Fees Donations ASDAN/Princes Trust - Educational Fees Restricted Project Funds |
1,773 | - - - - - - - - - |
1,773 | - | |
| 231 | 231 | - | |||
| 1,083 | 1,083 | - | |||
| - | 2,367 | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| Sub total(Gross income for AR) | 3,087 |
5,454 | - | ||
| - - - |
- | ||||
| - | - | ||||
| - | - | ||||
| - | 5,454 | - | |||
| - - - - - - - - - - |
370 | - | |||
| 2,920 | - | ||||
| 316 | - | ||||
| 304 | - | ||||
| 932 | - | ||||
| 131 | - | ||||
| 1,656 | - | ||||
| 400 | - | ||||
| - | - | ||||
| 7,029 | - | ||||
| - - - |
- | ||||
| - | |||||
| - | - | ||||
| - | 7,029 | - | |||
| 211 | - - - - |
- 1,575 | - | ||
| - | - | - | |||
| - | 6,260 | - | |||
| 211 | 4,685 | - |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use |
Details Funding received Day to day operating expenses Details Details Details Details Reserves as per reserves policy and reserves account Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ 804 - 223 1,027 Agreement Error to nearest £ - - - - - - Unrestricted funds Unrestricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates |
to nearest £ - 4,104 - 4,104 Agreement Error to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Restricted funds Restricted funds Amount due (optional) |
to nearest £ Endowment funds |
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Signed by one or two trustees on behalf of all the trustees
| Signature | Print Name C A Tuck |
Date of approval |
|---|---|---|
| C A Tuck | 6.7.2025 | |