The Everest Trust
Registered Charity 242242
Trustees Annual Report for the year ending 5th April 2023.
Charity Name:
The Everest Trust
Registered Charity Number:
242242
Charity’s Principal Address:
THE EVEREST TRUST
NEW MEDIA LAW LLP 24 Hanover Square
LONDON
W1S 1JD Tel 0207 291 1670
Charity Trustees:
Mrs Juliet Walker
Mrs Chloe Wynn Volz
Ms Laura Pomeroy
Mr David Walker
Governing document:
Scheme of the Charity Commissioners dated 3[rd] April 2000.
The Everest Trust, registered Charity number 242242, Trustees Annual report
How is the Charity Constituted?
The Trust is a registered Charity, number 242242. It was originally set up using funds from the sale of the Everest Home of Rest which was sold by descendants of the Everest family in 1965. The Trust does not actively fundraise and seeks to continue the ethos behind the objectives conceived of by the Trust founders, through careful stewardship of the existing resources.
Trustee Selection methods:
Trustees nominate and appoint successors from among the descendants of the Everest Family. There is no required minimum or maximum number of Trustees, but traditionally there is one representative Trustee from among the descendants of each of the three sibling founders; John Sheffield, Authur Sheffield and Sprigg Nanney Wynn.
Trustee Update:
No changes to report.
Objectives of the Charity:
The Charitable Objects are the relief of persons in need who are elderly, sick, convalescent, disabled or infirm. In furtherance of this object the Trustees may have regard to the criteria as follows: The Trustees may have regard to persons who in the opinion of the Trustees require or are likely to derive benefit from a period spent, whether temporary or permanent, in quiet surroundings and whose means are insufficient to enable them to provide these advantages for themselves and in particular for persons who are suffering from overwork or nervous breakdown or any other form of ill health likely to be benefited from rest and quiet including any persons who are engaged in any literary artistic or scientific work requiring quiet surroundings and freedom from interruption and disturbance.
Activities and Achievements during the accounting period:
The Trustees met twice face to face within the accounting period leading up to 5[th] April 2023; on 13[th] May 2022, and 21[st] November 2022. During the year, donations were made to Zane, Farms for City Children, Aggie’s, Go Beyond (Chicks), Injured Jockeys, Bomb disposal, Dorset and Somerset Air Ambulance Charity, Carer’s Trust, Young Minds, The Trussell Trust, Daniel Spargo, Honey Pot, the Womens’ Trust, The British Legion, The David Nott Foundation, Blind Veterans UK, Star and Garter, and to a fund in memory of two Colleagues (TBC around exactly how this will be implemented).
Public Benefit :
During the year ending 5[th] April 2024 the Trustees will ensure that careful regard is given to the Charity Commission’s guidance on Public Benefit and the legal duty that Trustees have to fulfil their duty with regards to public benefit.
The Charity does not have a reserves policy.
The Trustees declare that they have approved the Trustees’ report above.
The Everest Trust, registered Charity number 242242, Trustees Annual report
Signed on behalf of the charity’s trustees:
Signature:
Full name: Laura Pomeroy
Position: Trustee of The Everest Trust Date: 20[th] December 2023
The Everest Trust, registered Charity number 242242, Trustees Annual report
THE EVEREST TRUST 2022123
k 242242 WE. JLLIET WALKEA. LA POMEROY. C+LOE vicfoAIA VOLZ AND f>AVID JOHN AlAw WALO d• the TnM*¢¢s. Accowrts f•r the y¢op 05 Awtl 2023. CVWVol2. Dovid Jokn Mathw Wdk¢r.......
I report gn the ACCO1$ of the Trust for the ye<r ended 5 April 2023. ¥thich are set out pa9es 2 to 11. Th¢ charitys tritstees are respffisib f¢r the YeP)rati of the occ¢wthts. The tharivs Irustees consider thot audit is not required for this yely der Section IH {2) of the Chorities Act 2011 (the 2011 Act) and that in(kpuNltnt exominatity) is n¢¢ded. It is our responsibility to: Examine the aCCots der section 145 of the 2011 Act
To follow the procedwes laid dom in th¢ general Directi¢)ns 9iven by the Charity C¢7mMission wYl¢r section 145 (5) (b) of the 2011 Act tvkl To state ¥thether particular motters hove come to ny attentim. iso Our exominotion was Carried out in accordance with the 9¢n¢ral directions 9iven by the Charity Commissioner. An examination inchA¢s a review of the accowtry records kept by the charity and a comwis(m of the accowts yesented with those re¢¢)rds. It also includes consideration of usual items or dis¢losur¢s in the accowrts MKI seekin9 exphNirns from you as trustees concerning I matters. The proced ertOkffi do not wovide oll the evidence that would be r¢quired in an audit <md consequ¢ntFy no opiniM is as to whether the occounts present o "true ¢md foir vi¢W' and the r¢pwt is liffiited to th¢se mott¢rs xt out in the statement below. In cmecti¢n with ow examinatiw, no has come to att¢ntim'. l) Which gives us r¢asonabk Cae to believe t•t in ary moteriol r¢sp¢ct the requir¢ment*. To keep records in accordonce with section 130 of the 2011 Act ond To prepare dC¢Othts which accord with the acco11ry records and comply with the accountin9 r¢quiremffit$ ¢f the 2011 Act have been met or 2) To which in opinion. attentity) should be dra¥m in order to enabl¢ a proper dersiondin9 of the accot$ to be reached. Devi GuTr2wordeno For and on behalf of Accmasters Limited 23, Broomfield Sunbury-On- Thames TW16 6SN Oote.. 21.11.2023
REGISTRATION NUM8ER 242242 Trus For th¢ year ended 5 Wll 2023 LAW The Wldir4. 51.52 Fr5tk 5t, WID 45H
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INtsEPENt)ENT EXAMINER'S REPORT TO THE TrUSTEES OF THE EVEREST TRUST I report on the Accounts of the Trust f or the year ended 5 April 2023, which ore set out on pa9e$ 2 to 11. Res ective res onsibilities o trustees and examiner The charitys trustees are responsible f or the preparation of the accounts. The charity's trustees consider that on oudit is not required f or thig year under section 144 (21 of the Charities Act 2011 (the 2011 Act) and that independent examination is needed. It is our responsibility to..
Examine the accounts under section 145 of the 2011 Act To follow the procedures laid down in the 9ener¢l Directions given by the Charity Commission under section 145 (5} (b) of the 2011 Act and To state whether particular matters have come to my attention. Basis of inde endent examiner's re ort Our exomination wos carried out in occordance with the 9eneral directions given by the Charity Commissioner. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts ond seekin9 explanations from you as trustees concerning any such motters. The procedures undertaken do not provide oll the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a "true and fair view" and the report is limited to those matters set out in the statement below. Inde endent examiner's statement In connection with our examination, no matter has come to our attention: l) Which 9ives us reasonable cause to believe that in any material respect the requirements: To keep records in accordance with section 130 of the 2011 Att and To prepare accounts which accord with the accountin9 records ond comply with the accountin9 requirements of the 2011 Act hove been met or 2) To which in our opinion, attention should be drawn in order to enable a proper understandin9 of the accounts to be reoched. Devi Gunawardeno For and on behalf of Accmasters Limited 23, Broomfield Sunbury-On- Thames TW16 6SN Dote.. 21.11.2023