## **Trustees’ annual report (including Directors’ report) for the period** **From: 1 APRIL 2023 To: 31 MARCH 2024** **Charity name: MOUNT KENYA TRUST** ## **Charity registration number: 1175321** ## **Company number:** ## **Objectives and activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|(1) To promote for the benefit of the public
the preservation, conservation and
protection of the environment of Mount
Kenya's biodiversity and natural resources.
(2) to advance the education of the public in
subjects relating to the preservation,
conservation and protection of Mount
Kenya's biodiversity and natural resources.| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.|Para 1.17 and
1.19|Primarily fund-raising in the UK in support of
project-based work in Kenya| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|Yes.| ## **Achievements and performance** |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|This was our fifth full year of operations. We
continued to raise funds via individual
supporters, including regular donors, one-off
givers and competitors in the ‘10to4’
mountain bike race on Mount Kenya. But our
main fund-raising was a significant grant
from the African Foundation for Endangered
Wildlife for conservation work on Mount
Kenya of £62,990. At the start of the next
financial year we will be sending this to the
Mt Kenya Trust in Kenya for their ongoing
projects in support of our charitable
objectives.| |---|---|---| ## **Financial review** |Review of the charity’s
financial position at the end
of the period|Para 1.21|Income exceeded expenditures this year.| |---|---|---| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Thanks to the fund-raising efforts from AFW
we retain a healthy operating balance of just
over £88,000. Even after sending the funds
to Kenya early in the next financial year, we
will remain with just over £25,000 to over
routine operating costs in case of a shortfall
in core funding, which is a significant
improvement on last year| |Amount of reserves held|Para 1.22|£88,010.86 at the of the financial year.| |Reasons for holding zero
reserves|Para 1.22|N/A| |Details of fund materially in
deficit|Para 1.24|N/A| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|N/A| ## **Structure, governance and management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document:
for example,trust deed,
memorandum and articles of
association etc|Para 1.25|Trust Deed dated 20thOctober 2017.| |How is the charity
constituted?
for example limited company,
unincorporated association,
CIO|Para 1.25|Trust| |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|The Trustees were selected according to
personal links to Kenya, interests specific to
the Mt Kenya region, potential contacts with
sources of funds and skillsets that are
complementary, with a 2-year appointment
with option for re-election.| |||| ## **Reference and administrative details** |Charity name|Mount Kenya Trust| |---|---| |Other name the charity uses|N/A| |Registered charity number|1175321| |Charity’s principal address|Barn Cottage, Moorland Street, Axbridge, BS26 2BA| **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8|**Trustee name**|**Office (if any)**|**Dates acted if not for**
**whole year**|**Name of person (or body)**
**entitled to appoint trustee (if**
**any)**| |---|---|---|---|---| ||Peter Gibbon|Chair||| ||Hugh Sloane|Trustee||| ||Kailesh Patel|Trustee/Treasurer||| ||Sara Spendrup|Trustee||| |||||| |||||| |||||| |||||| – Corporate trustees names of the directors at the date the report was approved **Director name** N/A Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year**| |---|---| |N/A|| ||| ||| ||| ||| ||| ## **Funds held as custodian trustees on behalf of others** |Description of the assets
held in this capacity|None| |---|---| |Name and objects of the
charity on whose behalf the
assets are held and how this|N/A| falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** ## **Declarations** **The company has taken advantage of the small companies’ exemption in preparing the report above.** **The trustees declare that they have approved the trustees’ report (including directors’ report) above.** **Signed on behalf of the charity’s trustees/directors** **----- Start of picture text -----**
Signature(s)
Full name(s) PETER GIBBBON
Position (for example CHAIR
Secretary, Chair, etc)
Date 8th APRIL 2024
**----- End of picture text -----**
|Mount Kenya Trust|Mount Kenya Trust|Mount Kenya Trust|Charity No (if
any)|
1175321|| |---|---|---|---|---|---| |Annual accounts for the period|||||| |Period start date|**01/04/2023**|**To**|Period end date|**31/03/2024**|| ## **Section A Statement of financial activities** |**Recommended categories by**
**activity**
Guidance Notes
**Incoming resources (Note 3)**
**Income and endowments from:**
Donations and legacies
S01
Charitable activities
S02
Other trading activities
S03
Investments
S04
Separate material item of income
S05
Other
S06
S07
**Resources expended (Note 6)**
**Expenditure on:**
Raising funds
S08
Charitable activities
S09
Separate material item of expense
S10
Other
S11
S12
S13
Net gains/(losses) on investments
S14
S15
**Extraordinary items**
S16
S17
S18
Other gains/(losses)
S19
S20
**_Reconciliation of funds:_**
S21
S22
**_Total_**
**_Net movement in funds_**
Total funds brought forward
**_Total funds carried forward_**
**_Total_**
**Net income/(expenditure) before investment**
**gains/(losses)**
**Net income/(expenditure)**
**Transfers between funds**
**Other recognised** **gains/(losses):**
Gains and losses on revaluation of fixed assets for the charity’s own use|**Unrestricted**
**funds**
**Restricted**
**income**
**funds**
**Endowment**
**funds**
**Total funds**
**Prior year**
**funds**
**£**
**£**
**£**
**£**
**£**
F01
F02
F03
F04
F05|**Unrestricted**
**funds**
**Restricted**
**income**
**funds**
**Endowment**
**funds**
**Total funds**
**Prior year**
**funds**
**£**
**£**
**£**
**£**
**£**
F01
F02
F03
F04
F05|**Unrestricted**
**funds**
**Restricted**
**income**
**funds**
**Endowment**
**funds**
**Total funds**
**Prior year**
**funds**
**£**
**£**
**£**
**£**
**£**
F01
F02
F03
F04
F05|**Unrestricted**
**funds**
**Restricted**
**income**
**funds**
**Endowment**
**funds**
**Total funds**
**Prior year**
**funds**
**£**
**£**
**£**
**£**
**£**
F01
F02
F03
F04
F05|**Unrestricted**
**funds**
**Restricted**
**income**
**funds**
**Endowment**
**funds**
**Total funds**
**Prior year**
**funds**
**£**
**£**
**£**
**£**
**£**
F01
F02
F03
F04
F05| |---|---|---|---|---|---| ||13,509|-|-|13,509|6,119| ||-|62,990|-|62,990|21,000| ||-|-|-|-|-| ||456|-||456|-| ||-|-|-|-|-| ||-|-|-|-|-| ||13,964|_62,990_|-|76,955|27,119| ||||||| ||313|-|-|313|668| ||428|-|-|428|30,964| ||361|-|-|361|-| ||-|-|-|-|580| ||1,101|-|-|1,101|32,211| ||||||| ||12,863|62,990|-|75,853|5,092
-| ||-|-|-|-|-| ||12,863|62,990|-|75,853|5,092
-| ||-|-|-|-|-| ||-|-|-|-|-| ||||||| ||-|-|-|-|-| ||-|-|-|-|-| ||12,863|62,990|-|75,853|5,092
-| ||||||| ||12,158|-|-|12,158|17,250| ||25,021|62,990|-
88,011||12,158| Section 8 Balance sheet IPlol• 14) (Not• 14 (1101• 14 (Nol• 17 C••h •1 *d In l*bd V4(*• 24) 12.158 11150 •11 Fufth of th• Charlty IZ158 K*LESN PATeL Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees MOUNT KENYA TRUST On accounts for the year ended 31 MARCH 2024 Charity no {if any) 1175321 Set out on pages I report to the trustees on my examination of the accounts of the above charity {'the Trust.) for the year ended 31103 12024. Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 {"the Act"}. I report in respect of my examination of the Trust's accounts canied out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145{5)Ib) of the Act. Independent I have completed my examination. l Gonfirm that no material matters have examiner's statement come to my attention in connection with the examination (other than that disclosed below ") which gives me cause to believe that in, any material respect: the accounting records were not kept in accordance with section 130 of the Charities Act.. or the accounts did not accord with the accounting records- or the accounls did not comply with the applicable requirements Concerning the forrn and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement thal the accounts give a Irue and fair, view which is not a matter considered as part of an independent examination. I have no concems and have come across no other matters in connection with the examination lo which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets rf they do not apply. Slgnèd: Date: 3010112025 Name: MILANKUMAR PATEL Relevant professional quaiification{s> or body {if any): Institute of Chartered Accountants of England & Wales ING & KING Address: King & King Chartered Accountant5 Sth FLOOR. WATSON HO Watson House, 54-60 Baker Street, London i 1U 78U FACSIMIWdPgm3 4120 IER Section B Disclosure Only Gomplete If the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief details of any items that the examiner wishes to dlsclose. Nothing to report IER Oct 2018