## **Shark Guardian** (Registered charity, number 1152654) **Financial statements for the year ended 30 June 2022** 

|**Page**|**Contents**|
|---|---|
|2 – 4|Trustees’ annual report|
|5|Receipts & payments account|
|6|Statement to assets and liabilities|
|7|Notes to the accounts|





## **Shark Guardian** 

Trustees’ annual report for the year ended 30 June 2022 

## **Full Name** 

Shark Guardian 

## **Organization Type** 

Charitable Incorporated organization 

**Registered Charity number** 1152654 

## **Principle address** 

66 Hayden Lane, Hucknall, Nottingham, NG158BS 

## **Trustees** 

Marcus Adams, Chair Katie Woodroffe Paul Ward Les Small, Treasurer Aurore Lecanon Maarten Weehuizen Alex Hofford Anthony Dauncey 

## **Governance and Management** 

The Charity is operated under the rules of its association model constitution adopted 7[th] February 2013 and most recently amended 8[th] January 2018, registered as a CIO 1[st] July 2013. If the CIO is wound up, the members of the CIO have no Liability to contribute to its assets and no personal liability for settling its debts and liabilities. 

The recruitment and appointment of new trustees – we advertise on internet site ‘Nonexecutive Directors.com’ and Linkedin, and then applicants are shortlisted for interview following discussion with all the board. The selected applicants are then informally interviewed by a Director and a Trustee and then roles offered/decided by the board. 

## **Objectives and activities** 

1. To advance the education of the public in shark species worldwide, enhancing knowledge, skills and understanding that can be applied to protecting the natural environment. 

2. To advance for the public benefit the conservation of shark species worldwide, through education, conservation, promoting research and projects, seeking to achieve their sustainable management. 

## **Public benefit statement** 

The Trustees confirm that they have compiled with the duty in section 17 of the  Charities Act 2011 to have due regard to the Charity Commission’s general guidance on public benefit, ‘Charities and Public Benefit’. 

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## **Shark Guardian** 

Summary of the main activities undertaken for the public benefit 

1. Education of students and the general public via in person and online/virtual presentations (schools, community locations, dive/snorkel boats, conferences, research expeditions), and workshops by the presenter team, as well as flip chart/power point presentations created to be used by anyone; 

2. Promoting and leading conservation initiatives, research and projects to create area specific conservation efforts. Data from research projects is shared with scientists, researchers and government departments to guide specific shark monitoring or protection programs which play a part in protecting our ocean ecosystems and the natural environment as a whole; 

3. Collaborating with other NGOs and charities on conservation initiatives to reduce the trade and transportation of shark fins; 

4. Providing educational tools and easily accessible educational materials and information on the Shark Guardian website and through social media; 

5. Providing educational tools for registered Shark Guardian dive centre members and teaching staff how to best use them, to educate their guests, students and the public; 

6. Designing, printing and distributing leaflets and posters about sharks, shark conservation and ways everyone can get involved in shark and marine conservation. All materials are available on the website but also these are distributed in dive centres, on diving boats, at presentations (in schools and general public events) and at dive exhibitions; 

7. Training students to become Shark Guardian student ambassadors, to give presentations and educate others; 

8. Training people to deliver Shark Guardian presentations worldwide (The Shark Guardian Presenter Team); 

9. Leading shark diving and snorkelling expeditions and shark courses; 

10. Training Shark Guardian Dive Centres to teach the Shark Guardian Diver program; 

11. Supporting UK University research projects with funds and resources. 

All Shark Guardian educational activities and resources aim to inspire and motivate the general public to get involved in shark and ocean conservation, and to guide them to make the educated choices regarding the consumption or purchasing of shark related products. By saving sharks we protect our oceans. Life on Earth depends on life in the ocean that sharks control. 

The research projects that Shark Guardian lead and support collect data which is shared with scientists, researchers and government departments to guide specific shark monitoring or protection programs which play a part in protecting our ocean ecosystems and the natural environment as a whole. This not only means the public benefit from seeing more sharks, but also the ocean being protected for all humanity. 

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## **Shark Guardian** 

The University project in Scotland supported by Shark Guardian aims to research, monitor and protect an endangered elasmobranch species. This will benefit the public since the waters will be further protected for everyone’s future. 

Shark Guardian continue to put an emphasis on education for children, so it means all children can be given educational opportunities, enhancing general education as well as children’s specific areas of interest with nature and conservation in mind. This is both in local and international schools worldwide. 

Summary of the main achievements during period 

1. Shark Guardian presented to over 25,000 people via virtual presentations worldwide; 

2. Shark Guardian presented to over 2,000 people during in person presentations in Asia; 

3. Shark Guardian has launched (together with a Shark Guardian presenter team member) an ultimate online shark course; 

4. Continue to donate the 2 published Shark Guardian educational books to schools worldwide to teach the next generation about sharks and conservation; 

5. Shark Guardian educational books are being translated in multiple languages and made available as eBooks online; 

6. Successful ‘Finspire Change’ campaign to achieve over 115,000 petition signatures to end the trade of detached shark fin in the UK. The petition was discussed and passed through UK parliament and the shark fin ban was added to the UKs #ActionForAnimals campaign; 

7. As a partner, Shark Guardian collaborates with the ‘Stop Finning EU’ campaign to end the trade of shark fins in Europe; 

8. Leading the ‘Fly without Fins’ campaign to encourage as many airlines as possible to pledge and announce banning the transportation of shark fins on their planes; 

9. Assisting with global whale shark research through citizen science; 

10. Assisting with Zebra shark research in Thailand; 

11. Supporting the evolving project with St. Andrews University, working to protect endangered flapper skates in an MPA; 

12. Continued to support Shark Guardian Dive Centres 

The charity’s policy on reserves 

The charity has no policy with regard to the level of reserves. 

Signed on behalf of the charities trustees: 

Signed Date: 20[th] January 2023 Les Small, Trustee 

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**Shark Guardian** 

## **Receipts & payments account for the year ended 30 June 2022** 

|**2021**<br>**£**<br>**Receipts**<br>1<br>Bank interest<br>36180<br>Donations<br>56<br>Membership donations<br>-<br>Exchange gain<br>1098<br>Sales<br>1481<br>Sundry receipts<br>**38816**<br>Total Receipts<br>**Payments**<br>512<br>Accommodation<br>72<br>Accounting & IE fee<br>728<br>Advertising & promotional<br>234<br>Bank charges<br>363<br>Communications<br>320<br>Exchange loss<br>387<br>Exhibitions<br>183<br>Fundraising<br>-<br>Insurance<br>466<br>Meals & entertainment<br>595<br>Office rental<br>73<br>Office supplies<br>140<br>Postage & telephone<br>7<br>Printing<br>17481<br>Professional fees<br>463<br>Purchases for resale<br>500<br>Research Funding<br>648<br>Sundry expenditure<br>731<br>Travel<br>914<br>Website & Social Media<br>**24817**<br>**Total Payments**<br>**13999**<br>**Net receipts/(payments)**<br>1934<br>Cash funds at start of this period<br>**15933**<br>**Cash funds at end of this period**|**2022**<br>**£**<br>0<br>5422<br>302<br>21<br>0<br>1438|
|---|---|
||**7183**|
||357<br>144<br>719<br>181<br>146<br>-<br>-<br>-<br>-<br>171<br>387<br>-<br>9<br>9<br>14738<br>202<br>-<br>202<br>472<br>2948|
||**20685**|
||**(13502)**<br>15933|
||**2431**|



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## **Shark Guardian** 

## **Statement of assets and liabilities at 30 June 2022** 

|**2021**<br>**£**<br>**Cash assets**<br>14740<br>Bank accounts<br>1193<br>Cash in hand<br>**15933**<br>**Other monetary assets**<br>1069<br>Debtors<br>566<br>Gift aided donation from Shark Guardian Trading Ltd **2**<br>4057<br>Stock<br>54<br>Prepayments<br>**3**<br>**5746**<br>**Liabilities**<br>0<br>Creditors<br>**4**<br>0|**2022**<br>**£**<br>1613<br>818|
|---|---|
||**2431**|
||1069<br>423<br>4057<br>54|
||**5603**|
||0|
||0|



These financial statements are accepted on behalf of the charity by: 

Signed Date: 20th January 2023 Les Small, Trustee 

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## **Shark Guardian** 

## **Notes to the accounts for the year ended 30 June 2022** 

## **1. Receipts & payments accounts** 

Receipts and payments accounts contain a summary of money received and money spent during the period and a list of assets and liabilities at the end of the period. Usually, cash received and cash spent will include transactions through bank accounts and cash in hand. 

## **2. Trading company** 

On 11[th] March 2016 a trading company called Shark Guardian Trading Limited (company number 09484117) was incorporated which handles trading of merchandise for the charity. 

## **3. Prepayments** 

|Accounting|**£**<br>54<br>**54**|
|---|---|



## **4. Creditors** 

|None|**£**<br>0<br>**0**|
|---|---|



## **5. Trustees’ remuneration** 

Trustees received no expenses, remuneration or benefits in this period. 

## **6. Related party transactions** 

There were no related party transactions in this period. 

## **7. Glossary of terms** 

**Creditors:** These are amounts owed by the charity, but not paid during the accounting period. 

**Debtors:** These are amounts owed to the charity, but not received in the accounting period. 

**Prepayments:** These are services that the charity has paid for in advance, but not used during the accounting period. 

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