## **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)**||| |You**may choose**to 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). - June 2023: Coordinated outputs with kayaking group of Maharashtra, India who have catalogued impacts upon mahseer in Vaitarna River from dams and temple-goers. - June to December 2023: Assembled coalition of Mahseer Trust, Bournemouth University, University of the West of England, Paani.earth (river monitoring NGO, Bengaluru, India), River Otter Conservancy (Bengaluru, India), Kerala University of Fisheries and Ocean Studies, Hume Centre for Ecology and Wildlife Biology (Kerala, India), and River Research Centre to write and submit a comprehensive action plan in respect of Indianapolis Zoo’s Saving Species Challenge funding opportunity (reached longlist). - September 2023: Dialogue between Steve Lockett and Kumar Paudel of Greenhood Nepal to support Elisha Ghimire in field studies for her MSc on mahseers of Karnali River. - October 2023: Steve Lockett and James Smith of NHS England begin review of policies and prepare additional policy documents to fill current gaps. - November 2023: Economic survey completed to assess Angling as Economic Driver and Conservation Tool. Compiles dataset as requested by Indianapolis Zoo for SSC. - February 2024: discussions with Sinsamout Onboundisane of Fishbio (Laos) to consider future field research and to help develop genomic sequencing of freshwater fishes in-country. - February 2024: Steve Lockett meets with Rajeev Raghavan to discuss future project opportunities. - February 2024: Steve Lockett and Rajeev Raghavan travel to Coimbatore, India to finalise Save Our Species-funded project with lead organisation Zoo Outreach Organisation. - Ongoing: Continued attempts to plan an International Mahseer Conference (IMC) 4. ## _Research_ - April 2023: Research project to sequence whole genome of the Critically Endangered hump-backed mahseer, _Tor remadevii_ was approved. - April 2023: Approved purchasing of consumables for Kerala University of Fisheries and Ocean Studies (KUFOS) to enable future gene sequencing. - August 2023: Steve Lockett, Rajeev Raghavan and Dencin Rons Thampy carried out a literature review to support Dencin’s Page **4** of **7** - fieldwork investigation of fishes of Chinnar Wildlife Sanctuary. A checklist paper database is finalised with the expectation that it will be published and adopted by Kerala Forest Department for their freshwater management plans. - August 2023: Steve Lockett visited Pitt-Rivers museum, Oxford, UK to discuss mahseer exhibits with the curator and to catalogue the cultural use of mahseers. ## _Education and Outreach_ - November 2023: Azim Premji University, Bengaluru, India once again uses Mahseer Trust’s EM2 river modelling table for education during Forests of Life one-week festival. - February 2024: Minute publish article on mahseer conservation with interviews of Adrian Pinder. ## _International knowledge transfer_ - October 2023: Adrian Pinder and Steve Lockett assess and approve details to be released by Kerala Forest Department as Mahseers of Kerala information poster campaign. - February 2024: Discussions with Debajit Sarma ICAR-CIFE (Indian Council of Agricultural Research-Central Institute of Fisheries Education) request that Mahseer Trust co-host an International Mahseer Conference (IMC). - February 2024: Mark Everard developed a document 'Wise Water Solutions in Chhattisgarh and Andra Pradesh', as yet unpublished, documenting rural water management solutions benefitting people and overall river health. - March 2024: Steve Lockett is keynote speaker on day two (World Water Day) of 4th Odisha River Conference, Angul, Odisha, India during technical session on Rivers, Fish, Societies and Livelihoods. - March 2024: Discussion on Brahmaputra flooding and associated human-wildlife issues with Steve Lockett, Anuja Mittal (Freshwater Turtles and Tortoises Foundation) and Gopakumar Menon (River Otter Conservancy). 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** - policy programme related investment; - contribution made by volunteers. |**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)**| |You**may choose**to 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)|||||