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2024-03-31-accounts

The George Mallory Foundation

Annual Report and Financial Statements

2023-2024

The George Mallory Foundation

Legal and Administrative Information for the Year Ending

March 2024

Charity Trustees

Major Anthony Harrison (Chairman and Project Manager)

John Unterhalter MSc FRICS (Vice Chairman)

Charlotte Leach (Treasurer)

Rosemarie Colton BSc MRICS (Secretary)

Sarah Wenig (Researcher)

National Location of Principal Office

5 Moorcroft, Plumley, Knutsford, Cheshire. WA16 0UW

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 whose 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 comprised of five trustees as we moved into the 2021-22 reporting year and has remained unchanged since.

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

  1. Centenary Planning

  2. Blue Plaque Designs and Locations

  3. Fundraising and Grant Application

Aims and Objectives

The George Mallory Foundation was established:

To advance the education of the public in the life, achievements and legacy of British Explorer, George. H. L. Mallory by the construction of a central memorial and support to national commemorations. Raising awareness through public talks, events and broadcasts.

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 struggled to generate additional income and began to spend some of the funds it generated in previous years on 4 Blue Plaques and unveiling services across the UK to mark the centenary of George Mallory’s fatal fall on Mount Everest in June 1924.

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 2024 to 31[st ] March 2025, the trustees aim to have secured further funding from the community grants as funds from our initial fundraising years start to become depleted. As the charity is a zero cost charity to run, this is not concerning as we only spend what we raise and have enough funds to complete one of our charities aims in the next 12 month period. Further funds will have to be generated to continue our work in developing a national memorial in the village of Mobberley.

Signatures of Trustees

All Trustees approved the above annual report and accompanying account for the financial year 9[th ] April 2023 to 31[st ] March 2024 and agree that they are a true and fair reflection of the accounts and the charities activities for this period.