## **Trustees’ Annual Report for the period**
**From 01/04/2022 To 31/03/2023**
## **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.£17k (c.£16k FY22) in
cash funds with Barclays Bank, and a
further c. £7k (c.£19k FY22) in cash funds
with two overseas funds. These funds and
funds raised since 31/3/23 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. Funds
are currently raised to provide for the year
ahead.|
|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 Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity 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
and training of trustees|
Para 1.51||
|---|---|---|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51||
|Relationship with any related
parties|Para 1.51||
|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 (ifany)**|
|---|---|---|---|---|
||Christopher Powles||||
||AntonyJarvis||||
||Aiden Doyle||||
||Emmanuel Ndiema||||
||||||
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## – 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)**
**Type of Name Address adviser**
**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)** Christopher Powles **Position (eg Secretary,** Chair **Chair, etc) Date** 22 January 2024
## **Mount Elgon Foundation**
Charity number: 1186668
## **Receipts and payments accounts**
|For the period from|
01/04/2022
to|
01/04/2022
to|31/03/2023|31/03/2023||||||
|---|---|---|---|---|---|---|---|---|---|
|**Section A Receipts and payments**||||||||||
|**A1 Receipts**|**Unrestricted**
**funds**
**£**
**8,409**
**0**
**938**
**1,084**
**0**||**Restricted funds**
**£**
**6,834**
**30,000**
**0**
**0**||**Endowment**
**funds**
**£**
**0**
**0**
**0**
**0**
**0**||**Total funds**
**£**
**15,244**
**30,000**
**938**
**1,084**
**0**
**0**||**Last year**
**£**|
|Donations and legacies - Individuals|**8,409**||**6,834**||**0**||**15,244**||**42,039**|
|Donations and legacies - Foundations/Trusts|**0**||**30,000**||**0**||**30,000**||**10,000**|
|Other|**938**||**0**||**0**||**938**||**2,532**|
|Gift Aid|**1,084**||||**0**||**1,084**||**1,196**|
||**0**||**0**||**0**||**0**||**0**|
||**0**||**0**||**0**||**0**||**0**|
|**_Sub total_**_(Gross income for AR)_|
**10,431**||**36,834**||**0**||**47,266**||**55,767**|
||**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**||||||||||
||**10,431**||**36,834**||**0**||**47,266**||**55,767**|
||**8,299**
**0**
**2,440**
**894**
**0**||**38,833**
**0**
**0**
**219**
**0**||**0**
**0**
**0**
**0**
**0**||**47,132**
**0**
**2,440**
**1,113**
**0**
**0**|||
|Charitable activities|**8,299**||**38,833**||**0**||**47,132**||**26,406**|
|Fund Raising Activities|**0**||**0**||**0**||**0**||**0**|
|Admin Expenses|**2,440**||**0**||**0**||**2,440**||**1,842**|
|Other|**894**||**219**||**0**||**1,113**||**1,437**|
||**0**||**0**||**0**||**0**||**0**|
||**0**||**0**||**0**||**0**||**0**|
|**_Sub total_**|**11,633**||**39,052**||**0**||**50,685**||**29,684**|
||**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_**||||||||||
||**11,633**||**39,052**||**0**||**50,685**||**29,684**|
|||||||||||
||**(1,202)**||**(2,218)**||**0**||**(3,420)**||**26,083**|
||||||**0**|
|**0**|
|**0**|
||**18,354**||**8,985**||**0**||**27,339**||**0**|
||**17,152**||**6,767**||**0**||**23,919**||**26,083**|
|**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||**15,453**|
|**0**|
|**0**|
||King Baudouin Foundation||**1,700**||**0**||**0**|
||Give 2 Asia||**0**||**6,767 **||**0**|
||**Details**
Signature
**Details**
**Details**
**_Total cash funds_**
**Details**||**17,152**||**6,767**||**0**|
||||Print N|||||
||||||||**0**|
|||||||||
|||||||||
|||||||||
|||||||||
|||||||||
|||||||||
||||||||Date of approval|
||||Christopher Powles||||18/01/2024|
|||||||||
Prepared by Antony Jarvis 18/01/2024
Page 1
Report to the Trustees of Mount Elgon Foundation on the
accounts for the period ended 31 March 2023.
Ch•rity number: 1186668
Res
onslbS1
les and basl of re
ort
I report to the trustee5 on my examinatlon of the accounts of the above charlty for the year ended
31 MJrrh 2023, A5 the charity trustees, you are responslble for the preparation of the accounts In
accordance wrth the Charities Att 20111.the Art"). I report In respect of my exomination of the
chartty's accL)unts cathed out under section 145 of the 2011 Act and In carrying out my examination,
I have followed all the applicable Dlrections given by the Charlty Commis5ion undèr 5ettlon 1451511bl
of the ACL
Inde
endent examiner's statement
I have completed my examinatlon. l ¢onfirm that no material matters have come to my attention In
connettion w6th the examinadon which gtves me cause to belleve that in, any material re5pert:
the accountlng records were not kept irt accordance wlth section 130 of the Act,. or
the accounts dld not accord wlth the accounting record5,' or
the account5 did not compFy with the applicable reqvlrements concerning the form and
content of accounts set out in the Charitles IAc¢ounts and Reports) Re8ul3tion$ 2C¥)8 other
than any requirement that the accounts give a 'true and fair, vlew whlch Is not a matter
considered as part ol an Independent examinatlon.
I have no concerns and have come acro55 no other matters In connection wlth the examination to
which attention shosjld be drawn in this report in order to enable a proper understanding of the
ccounts to be reached.
$18ned:
Date:
Solil20
Name..
Addws..
Crs 2Pc4.