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2025-05-31-accounts

Trustees’ Annual Report for the period

From June 2024 Period start date To May 2025 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		 Para 1.17 and
1.19
Education – Prince’s Trust and
ASDAN’s. Social meetings – regular
weekly group meetings.
services identified in the
accounts.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 The Trustees have received and read
guidance available by the Charity
Commission on public benefit.

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference Para 1.38 Policy on grant making Para 1.38


SORP reference
Para 1.38
Policy on grant making
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 continue 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 the
overall position of the charity is not as
healthy as in previous years. Although
we still have reserves to cover ongoing
costs, the trustees will consider the
viability of the charity in it’s existing
form over the next 12 months.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 The trustees have set a level equivalent
to 3 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 reservesheld Para 1.22 2423
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
Nam
e of
pers
on
(or
bod
y)
entit
led
to
app
oint
trust
ee
(if
any)
Catherine Tuck Chair
Cheryl Evans Trustee
Katharine Morgan Trustee

– 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)

Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information)
Type of
adviser
Name
Address
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) CATuck

Full name(s) Catherine Ann Tuck Position (eg Secretary, Chair Chair, etc) Date 31.5.2026

Mountain Movers

1176708

Recei ts and a ments accounts p p y

01.06.2023 31.05.2024

For the period from

To

Section A Receipts and payments


to the nearest
Unrestricted
funds
£
 to the nearest £
Restricted
funds		 to the nearest £
Endowment
funds		 Total funds
to the nearest £
A1 Receipts
Attendance Fees and Workshop Fees 440 - - 440
Donations 3 - - 3
ASDAN/Princes Trust - Educational Fees 1,630 - - 1,630
Restricted Project Funds - - - -
- - - -
- - - -
- - - -
- - - -
Sub total(Gross income for AR) 2,073
 - - 2,073
(see table).
- - - -
- - - -
Sub total - - - -
**Total receipts ** 2,073 - - 2,073

A3 Payments

A3 Payments

Insurance
Rent
Equipment, Toys and Supplies
Website, Insurance, Training, DBS
ASDAN/Princes Trust		 155 - - 155
1,194 - - 1,194
45 - - 45
119 - - 119
706 - - 706
- - - -
- - - -
- - - -
- - - -
Sub total 2,219 - - 2,219
Sub total 2,219 - - 2,219
A4 Asset and investment
- - - -
- - - -
**Sub total ** - - - -
**Total payments ** 2,219 - - 2,219
**Net of receipts/(payments) ** - 146 - - - 146
A5 Transfers between funds - - - -
A6 Cash funds last year end 4,474 - - 4,474
**Cash funds this year end ** 4,328 - - 4,328

05/31/2026

1

Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period 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 £
2,423
-
1,905
4,328
OK
to nearest £
-
-
-
-
-
-
Unrestricted
Unrestricted
funds
Fund to which
~~asset belongs~~
Fund to which
~~asset belongs~~
Fund to which
~~li bili~~
~~l~~		 to nearest £
Restricted
-
-
-
-
OK
to nearest £
Restricted
funds
-
-
-
-
-
-
Cost(optional)
-
-
-
-
-
Cost(optional)
-
-
-
-
-
-
-
-
-
Amount due
~~li bili~~
~~l~~		 -
~~(~~
~~i~~
~~l)~~
-
-
-
-

05/31/2026

2

Signed by one or two trustees on

Signature Print Name C A Tuck

05/31/2026

3

CC16a

Last year to the nearest £

-

-

-

-

05/31/2026

4

Endowment

to nearest £

-

OK

Endowment funds

to nearest £

-

Current value ~~(optional)~~ -

Current value ~~(optional)~~

When due

~~( i l)~~

05/31/2026

5

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Date of
approval
31.5.2026
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05/31/2026

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