OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2024-03-31-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 2023 31st March 2024

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)
Name Dates acted, if not for the whole year 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 7

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 7

● 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
● May 2023: Discussions between Steve Lockett and Raphael
Glemet and Vishwaranjan Sinha of IUCN on ways to utilise
mahseer migration during planning of transboundary river
issues.
● May 2023: Agreed ways ahead for mutual working with River
Research Centre, Thrissur, Kerala, India.
● June 2023: Discussions on creating a community river
conservation programme in Manipur, working with Rameshori
Yumnam of Manipur University (unfortunately local communal
tension has postponed this project).
● June 2023: In light of proposed river ‘development’ on Mula-
Mutha river of Pune, India, concerned local Darab Nagarwalla
requested information about the historic importance of the river
for mahseer migration and possibilities for future restoration.
● June 2023: Working with Vinni Jain of IUCN Otter Specialist
Group to consider how human activity impacts otters and
mahseer (prey) in light of their findings (Living alongside otters:
examining human-otter interactions and attitudes towards

Page 3 of 7

otters in Central India for conservation in shared landscapes. Jain & Karanth 2023).

Research

Page 4 of 7

Education and Outreach

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;

Page 5 of 7

SECTION D: ACHIEVEMENTS AND PERFORMANCE
Summary of the main achievements of
the charity during the year
Publication
● March 2024: Conservation action plan for Critically Endangered
hump-backed mahseer_Tor remadevii_is completed. Recognised
by Indianapolis Zoo as a comprehensive framework for future
actions.
SECTION E: FINANCIAL REVIEW
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 2023-24 totalled £985. Supporter Subscriptions
totalled £280. Donations totalled £55. Bank interest totalled £650. Gift
Aid remains to be claimed on donations totalling £296 made in 2022-23
and 2023-24.
Expenditure totalled £2,173. A total of £831 was spent on Conservation
activities in India. £1,074 was spent on Outreach activities in India.
Administration costs totalled £268. Nothing was spent on Marketing or
Miscellaneous activities in 2023-24.
Funds held at the end of the reporting year totalled £43,013, well above
our operational reserve.
SECTION F: OTHER OPTIONAL INFORMATION
N/A

Page 6 of 7

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 21/01/2025 21/01/2025

Page 7 of 7

Charity Name No (if any)
The Mahseer Trust 1167056
Receipts and Payments Accounts

CC16a

Period start date Period end date For the period from To 01/04/2023 31/03/2024

Section A Receipts and Payments

Unrestricted
funds
to the nearest £
55
280
-
650
-
-
-
-
Unrestricted
funds
to the nearest £
55
280
-
650
-
-
-
-
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 £
55
280
-
650
-
-
-
-
Total funds
to the nearest £
55
280
-
650
-
-
-
-
Last year
to the nearest £
A1 Receipts
Donations 55 - - 55 55
Supporter subscriptions 280 - - 280 60
Reimbursement - - - - 167
Income 650 - - 650 200
- - - - -
- - - - -
- - - - -
- - - - -
Sub total(Gross income for AR) 985 - - 985 482
-
-
A2 Asset and investment sales
- - - -
- - - - -
Sub total - - - - -
**Total receipts **
985 - - 985 482
-
268
831
1,074
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
268
831
1,074
-
-
-
-
-
A3 Payments
Marketing - - - - -
Administration 268 - - 268 370
Conservation 831 - - 831 2,596
Outreach 1,074 - - 1,074 153
Miscellaneous - - - - -
- - - - -
- - - - -
- - - - -
- - - - -
**Sub total ** 2,173 - - 2,173 3,119
-
-
-
-
-
-
-
-
A4 Asset and investmentpurchases
- - - -
- - - -
**Sub total ** - - - - -
Total payments
2,173 - - 2,173 3,119
- 1,188
-
44,201
-
-
-
-
-
-
- 1,188
-
44,201
Net of receipts/(payments) - 1,188 - - - 1,188 - 2,637
A5 Transfers between funds - - - - -
A6 Cash funds lastyear end 44,201 - - 44,201 25,028
Cash funds this year end 43,013 - - 43,013 22,391

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
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 - -
Agreement Error
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)
-
-
-
-
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
Date of approval
Signed by two trustees on behalf of all the
trustees
Ian Pett
(Treasurer)
Adrian Pinder
(Chair)