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2021-03-31-accounts

The George Mallory Foundation

Annual Report and Financial Statements

2020-2021

The George Mallory Foundation

Legal and Administrative Information for the Year Ending March 2021

Charity trustees

Mr Anthony Harrison (Chairman and Project Manager) John Unterhalter MSc FRICS (Vice Chairman) Councillor Charlotte Leach (Treasurer) Rosemarie Colton BSc MRICS (Secretary) Sarah Wenig (Researcher)

National Location of Principal Office

9 Oldham Street, Bollington, Macclesfield, Cheshire SK10 5PJ

Bankers

Barclays Bank 59 Grove Street, Wilmslow, Cheshire. SK9 1ER

Charity Registration and Governing Body

The George Mallory Foundation is registered with the Charity Commission for England and Wales. Our registration number is: 1189007.

Trustees Report

Structure/Governance/Management

The George Mallory Foundation is a charitable incorporated organisation who’s only voting members are its charity trustees. It was registered with the Charity Commission in April 2020.

Originally the Foundation comprised a total of four trustees. These included Captain Anthony Harrison (Chairman and Project Manager), Councillor John Unterhalter (Vice Chairman), Councillor Charlotte Leach (Treasurer) and Miss Rosemarie Colton (Secretary. Subsequently the trustees voted on a new volunteer to the committee, Miss Sarah Wenig as our lead researcher into the life of George Mallory and his life partner Ruth Mallory. Therefore, the Foundation now comprises of five trustees as we move into the 2021-22 reporting year.

Over the past year the trustees have met whenever matters needing discussion have arisen. Such matters have included the following:

a) Charity launch b) Social media c) Fundraising and grant applications d) Generating charity awareness

Aims and Objectives

The George Mallory Foundation was established:

The Trustees confirm that they have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing the Foundation’s aims and objectives and in planning future activities for the year.

The Foundation has established a project list to benefit key locations across the United Kingdom which pay major roles in the life and legacy of George Mallory. These include:

Financial Review

In this financial period the charity was still just starting out, although we have opened a charity account with Barclays Bank Plc, applied to some community grant schemes we have yet to hear back from them but hope to in the near future. We intend to launch our full fundraising scheme in the Summer 2021. At the end of this accounting period we hold a zero account balance.

Internal Control and Risk Management

The charity has several internal control measures to ensure that risk both internally and externally is reduced to a minimum. Financially the charity has adopted a two signature approach to all transactions and formal agreement to all costs in a recorded meeting. We also conduct an internal and external audit annually with a registered independent chartered accountant. The annual accounts, cashbook records, bank statements and all receipts are available to be viewed at any point in time by members of the public and are all submitted to our external auditor at the end of the financial year.

Future Plans

Over the next 12 months from 1[st] April 2021 to 31[st] March 2022, the trustees aim to have secured funding from the community grants we have applied for and have identified and secured enough funding to commission 2 heritage blue plaques (one at Hobcroft House and one at The Vicarage in Birkenhead) and complete the work to the land in Mobberley, Cheshire on the corner of Hobcroft Lane and Slade Lane which will include landscaping the area, installing a lectern to the early life of George Mallory, planting two new trees, installing an oak bench and adding an ‘Everest 4661 Miles’ fingerpost.

Signatures of Trustees

All Trustees approved the above annual report and accompanying account for the financial year 9[th] April 2020 to 31[st] March 2021 and agree that they are a true and fair reflection of the accounts and the charities activities for this period.