## **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**| |---|---|---|---|---| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||OK| |||||**to nearest £**
**Endowment**
**funds**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**When due**
**(optional)**| ||||**-**|| ||||**-**|| ||||**-**|| ||||**-**|| ||||**-**|| 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| ||||