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2023-03-31-accounts

Trustees’ Annual Report for the period

Period start date Period start date Period start date Period end date Period end date Period end date
From To
1st April 2022 31st March 2023

SECTION A:

REFERENCE AND ADMINISTRATION DETAILS

Charity name Charity name Charity name The Mahseer Trust The Mahseer Trust The Mahseer Trust The Mahseer Trust
Other names charity is known by N/A
Registered charity number (if any) 1167056
Charity’s principal address Capel Saron
School Road
Fairbourne
Gwynedd
LL38 2RQ
Names of the charity trustees who manage the charity
Trustee name Office (if any) Dates acted, if not for the
whole year		 Mechanism of appointment
Adrian Pinder Chair Whole year Majority vote of trustees
Ian Pett Treasurer Whole year Majority vote of trustees
Andrew Harrison Secretary Whole year Majority vote of trustees
Derek D’Souza India Regional Lead Whole year Majority vote of trustees
Names of the trustees for the charity, if any (For example, any custodian trustees)
Name Dates acted, if not for the whole year
N/A
Names and addresses of advisors (Optional information)
Type of advisor Name Address
Freshwater ecosystem services Dr Mark Everard Associate Professor of Ecosystem Services,
Universityof the West of England(UWE Bristol)
Name of Chief Executive or names of senior staff members (Optional information)

Page 1 of 6

Steve Lockett (Chief Executive)

SECTION B: STRUCTURE, GOVERNANCE AND MANAGEMENT STRUCTURE, GOVERNANCE AND MANAGEMENT
Description of the charity’s trusts
Type of governing document
(e.g. Trust Deed, Constitution)		 Constitution, last amended 12/05/2016
How the charity is constituted
(e.g. Trust, Association, Company)		 Charitable Incorporated Organisation (CIO)
Trustee selection methods
(e.g. appointed by, elected by)		 Majority vote by existing trustees
Additional governance issues (Optional information)
Youmay chooseto include additional
information, where relevant, about:
●
policies and procedures adopted
for the induction and training of
trustees;
●
the charity’s organisational
structure and any wider network
with which the charity works;
●
relationship with any related
parties;
●
trustees’ consideration of major
risks and the system and
procedures to manage them.		 The charity is run entirely on a voluntary basis, with no paid employees.
The organisational structure comprises a number of positions:
● Trustees(‘Members’ of the CIO)
Responsible for management of the charity and all decisions.
Only trustees having voting rights at board level.
● Officers
Support the charity’s objectives and closely involved with
planning, but no voting rights at board level.
● Advisors
Support the charity’s objectives and provide advice on planning
and other matters, but no voting rights at board level.
● Patrons
Support the charity’s objectives and assist with raising the
profile of Mahseer Trust, but no voting rights at board level.
● Honorary Members
Formally recognised by the trustees as contributing significantly
to the charity’s objectives, but no voting rights at board level.
● Supporters
Individuals who pay an annual or one-off (lifetime) subscription
to the charity to support the charity’s objectives, but no voting
rights at board level.
Trustees receive a ‘Trustee Induction Pack’, including:
● MT Governing Document
● MT Data Protection Policy
● MT Policy on the Acceptance and Refusal of Gifts and Donations
● MT Trustee Code of Governance
● MT Conflict of Interest Policy

Page 2 of 6

● MT Vulnerable People Policy
● Charity Commission ‘The Essential Trustee’
● Charity Commission guidance on Public Benefit
● MT Trustee Declaration (Sign and return)
● MT Trustee Induction Table (Sign and return)
SECTION C: OBJECTIVES AND ACTIVITIES
Summary of the Objects of the charity
set out in its Governing Document.		 The Objects of the CIO are, for the public benefit, to advance education,
and environmental protection and improvement;
(a) in countries where mahseer species are present by promoting,
sustaining and increasing individual and collective knowledge and
understanding of mahseer species, and skills and expertise in
conservation and aquaculture;
(b) in the wider world, to carry out and contribute to research to add
to the collective knowledge and understanding of the mahseer
species, their life cycle, habitat and their conservation;
(c) to contribute to the education and development of young people
by training them in conservation;
(d) to contribute to the conservation of mahseer species in their
natural environment and to encourage and assist international
knowledge transfer.
Summary of the main activities
undertaken for the public benefit in
relation to these Objects.		 With reference to the key objectives defined above:
Capacity building
● July 2022: Adrian Pinder was interviewed by Shyamala
Shanmugasundaram of Kahani Takbak to discuss the publication
of_The Tiger of the River_children’s book.
● September 2022: Sharing information on culturally significant
small fishes of Coorg region of south India with River Otter
Conservancy.
● October 2022: Adrian Pinder, Rajeev Raghavan and Steve Lockett
meet with doctoral researcher Glavin Rodrigues to help shape his
project on invasive characteristics of the introduced blue-finned
mahseer.
● November 2022/February 2023: Steve Lockett wrote a reference
for an early career researcher into freshwater shrimps to apply
for a Rufford Small Grant. Application accepted and researcher
will be studying shrimps in mahseer streams of India’s Western
Ghats as part of ecosystem health.
● January 2023: Steve Lockett invited to join a new platform to
discuss issues of sand mining in India, organised by Veditum India

Page 3 of 6

Foundation (background capacity building, official platform launch expected late 2023).

Research

Education and Outreach

Page 4 of 6

International knowledge transfer

We confirm the Trustees have had regard to the Charity Commission’s guidance on Public Benefit

Additional details of objectives and activities (Optional information)

You may choose to include further N/A statements, where relevant, about: ● policy on grant making;

SECTION D: ACHIEVEMENTS AND PERFORMANCE ACHIEVEMENTS AND PERFORMANCE ACHIEVEMENTS AND PERFORMANCE
Summary of the main achievements of
the charity during the year		 Books
●
●		 May 2022: Publication of children’s book_The Tiger of the River_by
Adrian
Pinder,
Speaking
Tiger
Books,
New
Delhi.
https://speakingtigerbooks.com/product/the-tiger-of-the-river/
September 2022:_The Tiger of the River_selected for the Parag
Honours
List
2023.
https://www.paragreads.in/parag-
reads/parag-honour-list-2023/
SECTION E: FINANCIAL REVIEW

Page 5 of 6

Brief statement of the charity’s policy
on reserves.		 Brief statement of the charity’s policy
on reserves.		 The Mahseer Trust maintains an operational reserve of £5,000 (five
thousand pounds), which is deemed sufficient to meet any terminal
liabilities that might arise on the closure of the Trust.
These funds are held in a bank account. Future levels of reserves will be
determined in accordance with any changes in the Trust's liabilities arising
from changes in its levels of activity and expenditure.
Details of any funds materially in deficit N/A
Further financial review details (Optional information)
Youmay chooseto include additional
information, where relevant about:
● the charity’s principal sources of
funds (including any fundraising);
● how expenditure has supported
the key objectives of the charity;
● investment policy and objectives
including any ethical investment
policy adopted.		 Income for the year 2022-23 totalled £22,303. Supporter Subscriptions
totalled £60. Donations increased substantially to £21,876. Gift Aid of
£167, claimed on donations totalling £660 made in 2021-22, was
received from HMRC. Bank complaint compensation of £200 was also
received.
Expenditure totalled £3,119. A total of £2,596 was spent on
Conservation activities in India and Nepal. Expenditure on activities in
mahseer range countries increased with the easing of SARS-CoV-2
pandemic related travel restrictions. This trend should continue in 2023-
24. £153 was spent on Outreach activities in India and supporting an
Indian scientist to participate in an international conference in Australia.
Administration costs totalled £370. Nothing was spent on Marketing or
Miscellaneous activities in 2022-23.
Funds held at the end of the reporting year totalled £44,201, well above
our operational reserve.
SECTION F: OTHER OPTIONAL INFORMATION

SECTION F: OTHER OPTIONAL INFORMATION N/A

SECTION G: DECLARATION
The trustees below declare that they have approved the trustees report above.
Signed on behalf of the charity’s trustees.
Trustee 1 Trustee 2
Signatures
Full names Dr Andrew Harrison Dr Adrian Pinder
Position Secretary Chair
Date 25/01/2024 25/01/2024

Page 6 of 6

Charity Name No (if any)
The Mahseer Trust 1167056
Receipts and Payments Accounts CC16a
Period start date Period end date
For the period from 01/04/2022 To 31/03/2023

Section A Receipts and Payments

Unrestricted
funds
to the nearest £
21,876
60
167
200
-
-
-
-		 Unrestricted
funds
to the nearest £
21,876
60
167
200
-
-
-
-		 Restricted funds
to the nearest £
-
-
-
-
-
-
-
-		 Restricted funds
to the nearest £
-
-
-
-
-
-
-
-		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
21,876
60
167
200
-
-
-
-		 Total funds
to the nearest £
21,876
60
167
200
-
-
-
-		 Last year
to the nearest £
A1 Receipts
Donations 21,876 - - 21,876 1,590
Supporter subscriptions 60 - - 60 325
Reimbursement 167 - - 167 -
Income 200 - - 200 1
- - - - -
- - - - -
- - - - -
- - - - -
Sub total(Gross income for AR) 22,303 - - 22,303 1,916
-
-
A2 Asset and investment sales
- - - -
- - - - -
Sub total - - - - -
**Total receipts **
22,303 - - 22,303 1,916
-
370
2,596
153
-
-
-
-
-		 -
-
-
-
-
-
-
-
-		 -
-
-
-
-
-
-
-
-		 -
370
2,596
153
-
-
-
-
-
A3 Payments
Marketing - - - - 655
Administration 370 - - 370 -
Conservation 2,596 - - 2,596 -
Outreach 153 - - 153 250
Miscellaneous - - - - 20
- - - - -
- - - - -
- - - - -
- - - - -
**Sub total ** 3,119 - - 3,119 925
-
-		 -
-		 -
-		 -
-
A4 Asset and investmentpurchases
- - - -
- - - -
**Sub total ** - - - - -
Total payments
3,119 - - 3,119 925
19,184
-
25,017		 -
-
-		 -
-
-		 19,184
-
25,017
Net of receipts/(payments) 19,184 - - 19,184 991
A5 Transfers between funds - - - - -
A6 Cash funds lastyear end 25,017 - - 25,017 24,037
Cash funds this year end 44,201 - - 44,201 25,028

Section B Statement of assets and liabilities at the end of the period

Categories (Agree balances with R&P account(s))
Details
Paypal Account
Lloyds Bank Account
Total cash funds
Details
Details
Details
Details
Signature

Final Payment to Sushan Mani Shankya for
Hunt for Tor tor Project		 Unrestricted
funds
to nearest £
226
43,975
-		 Unrestricted
funds
to nearest £
226
43,975
-		 Restricted funds
to nearest £
-
-
-		 Restricted funds
to nearest £
-
-
-		 Endowment
funds
to nearest £
B1 Cash funds Paypal Account 226 - -
Lloyds Bank Account 43,975 - -
- - -
44,201 - -
OK
OK
Unrestricted
funds
Restricted funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
Fund to which asset
belongs
Cost (optional)
-
-
-
-
-
Fund to which asset
belongs
Cost (optional)
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
Conservation
210
-
-
-
-
Print Name
Ian Pett
(Treasurer)
Adrian Pinder
(Chair)		 OK
Endowment
funds
to nearest £
B2 Other monetary assets -
-
-
-
-
Current value
(optional)
B3 Investment assets -
-
-
-
-
Current value
(optional)
B4 Assets retained for the
charity’s own use		 -
-
-
-
-
When due (optional)
B5 Liabilities Final Payment to Sushan Mani Shankya for
Hunt for Tor tor Project		 30 April 2023
Date of approval
Signed by two trustees on behalf of all the
trustees		 Ian Pett
(Treasurer)		 05/05/2023
Adrian Pinder
(Chair)		 11/05/2023