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2022-03-31-accounts

Trustees’ Annual Report for the period

From 01/04/2021 To 31/03/2022

Charity name: Mount Elgon Foundation

Charity registration number: 1186668

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 The objects of the Mount Elgon
Foundation, being undertaken for the
public benefit in the Mount Elgon region
and more widely in the republic of Kenya
and the republic of Uganda, are:
1. the conservation of endangered
elephants and their protection from
extinction in particular, but not
exclusively, by providing financial and
other aid to support programs with the
objective of protecting, monitoring, and
advancing the conservation of those
elephants; and
2. to further other such exclusively
charitable purposes, which are
charitable under the law of England and
Wales, as the trustees may from time to
time determine.
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		 The main activity of the Mount Elgon
Foundation for the period has been to fund
the Mount Elgon Elephant Project that
seeks to protect the elephants of Mount
Elgon in western Kenya and to promote
sustainable livelihoods for the local
community.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 It is confirmed that the trustees have had
regard to the guidance issued 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 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers 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 difference the Foundation’s work has
made to its beneficiaries was to provide
protection to the elephants of Mount Elgon
and to commence support for sustainable
livelihoods for local people.
As regards benefits to society as a whole,
the preservation of the ecosystem of Mount
Elgon, given its key water tower role and
large forested areas, is the provision of
water to many millions of people regionally,
while carbon sequestration by the forest
provides an important benefit to the world
wide community.

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 Para 1.41 against objectives Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 The charity holds c.£16k in cash funds with
Barclays Bank, and a further c.£19k in cash
funds with two overseas funds. These
funds and funds raised since 31/3/22 give
the Trustees confidence for the year ahead.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 No reserves were held in the period as the
charity had only just been formed and has
not had the opportunity to build up any
reserves..
Amount of reserves held Para 1.22 Nil
Reasons for holding zero
reserves		 Para 1.22 See above.
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 None

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
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 CIO 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 Through Board of Trustees meetings. No
entitlement to appoint is provided to any
person or body.

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other

Reference and Administrative details

Charity name Mount Elgon Foundation
Other name the charity uses
Registered charity number 1186668
Charity’s principal address West House,
South Green,
Kirtlington,
Oxfordshire. OX5 3HJ

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		 Name of person (or body) entitled
to appoint trustee (if any)
Christopher Powles
AntonyJarvis
Aiden Doyle
Emmanuel Ndiema From 20/01/2020

– 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 n/a held in this capacity Name and objects of the n/a charity on whose behalf the assets are held and how this 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

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)
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

n/a

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)
Full name(s)
Position (eg Secretary,
Chair, etc)
Date
Christopher Powles

Chair
18 January 2023
18 January 2023

Mount Elgon Foundation

Charity number: 1186668

Receipts and payments accounts

For the period from 01/04/2021 to 31/03/2022

Section A Receipts and payments
A1 Receipts Unrestricted
funds
£
30,194
10,000
2,532
1,196
0		 Restricted funds
£
11,845
0
0
0		 Endowment
funds
£
0
0
0
0
0		 Total funds
£
42,039
10,000
2,532
1,196
0
0		 Last year
£
Donations and legacies - Individuals 30,194 11,845 0 42,039 15,340
Donations and legacies - Foundations/Trusts 10,000 0 0 10,000 38,000
Other 2,532 0 0 2,532 338
Gift Aid 1,196 0 1,196 408
0 0 0 0 0
0 0 0 0 0
Sub total(Gross income for AR)
43,922		 11,845 0 55,767 54,085
0
0		 0
0		 0
0		 0
0
A2 Asset and investment sales
0 0 0 0
0 0 0 0 0
Sub total
0		 0 0 0 0
Total receipts
A3 Payments
43,922 11,845 0 55,767 54,085
377
0
1,842
834
0		 26,028
0
0
603
0		 0
0
0
0
0		 26,406
0
1,842
1,437
0
0

Charitable activities		 377 26,028 0 26,406 38,492
Fund Raising Activities 0 0 0 0 1,245
Admin Expenses 1,842 0 0 1,842 3,668
Other 834 603 0 1,437 0
0 0 0 0 0
0 0 0 0 0
Sub total 3,054 26,631 0 29,684 43,405
0
0		 0
0		 0
0		 0
0
A4 Asset and investment purchases
0 0 0 0
0 0 0 0
Sub total 0 0 0 0 0
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
3,054 26,631 0 29,684 43,405
40,869 (14,786) 0 26,083 10,680
(23,488) 23,488
0
0
0
0 0 0 0 0
17,381 8,702 0 26,083 10,680
Section B Statement of assets and liabilities a t the end of the period t the end of the period
Categories
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B4 Assets retained for the charity’s own use
B5 Liabilities
Signed by one or two trustees on behalf of
all the trustees		 Details Unrestricted
funds
£		 Restricted funds
£		 Endowment
funds
£
Barclays Bank 16,881
0

0
King Baudouin Foundation 11,179 0 0
Give2 Asia 0 8,703 0
Total cash funds
Details
Details
Details
Details
Signature		 28,060 8,703 0
Print N
0
Date of approval
Christopher Powles 12 January 2023

Prepared by Antony Jarvis 12/01/2023

Page 1

Report to the Trustees of Mount Elgon Foundation on the accounts for the period ended 31 March 2022.

Charity number: 1186668

Responsibilities and basis of report

I report to the trustees on my examination of the accounts of the above charity for the year ended 31 March 2022. As the charity trustees, you are responsible for the preparation of the accounts in accordance with the Charities Act 2011 (“the Act”). I report in respect of my examination of the charity’s accounts carried 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)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed:

Date:

Name: Address: