## **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 **----- Start of picture text -----**
Date of
approval
31.5.2026
**----- End of picture text -----**
05/31/2026 6