Shark Guardian (Registered charity, number 1152654) Financial statements for the year ended 30 June 2023
| 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 2023
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
-
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.
-
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’.
2
Shark Guardian
Summary of the main activities undertaken for the public benefit
-
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;
-
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;
-
Collaborating with other NGOs and charities on conservation initiatives to reduce the trade and transportation of shark fins;
-
Providing educational tools and easily accessible educational materials and information on the Shark Guardian website and through social media;
-
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;
-
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;
-
Training students to become Shark Guardian student ambassadors, to give presentations and educate others;
-
Training people to deliver Shark Guardian presentations worldwide (The Shark Guardian Presenter Team);
-
Leading shark diving and snorkelling expeditions and shark courses;
-
Training Shark Guardian Dive Centres to teach the Shark Guardian Diver program;
-
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.
3
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
-
Shark Guardian presented to over 25,000 people via virtual presentations worldwide;
-
Shark Guardian presented to over 2,000 people during in person presentations in Asia;
-
Shark Guardian has launched (together with a Shark Guardian presenter team member) an ultimate online shark course;
-
Continue to donate the 2 published Shark Guardian educational books to schools worldwide to teach the next generation about sharks and conservation;
-
Shark Guardian educational books are being translated in multiple languages and made available as eBooks online;
-
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;
-
As a partner, Shark Guardian collaborates with the ‘Stop Finning EU’ campaign to end the trade of shark fins in Europe;
-
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;
-
Assisting with global whale shark research through citizen science;
-
Assisting with Zebra shark research in Thailand;
-
Supporting the evolving project with St. Andrews University, working to protect endangered flapper skates in an MPA;
-
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: 31[th] January 2024 Les Small, Trustee
4
Shark Guardian
Receipts & payments account for the year ended 30 June 2023
| 2022 £ Receipts - Bank interest 5,422 Donations 302 Membership donations 21 Exchange gain - Sales 1,438 Sundry receipts 7,183 Total Receipts Payments 357 Accommodation 144 Accounting & IE fee 719 Advertising & promotional 181 Bank charges 146 Communications - Diving Trips - Exchange loss - Fundraising - Insurance 171 Meals & entertainment 387 Office rental - Office supplies 9 Postage & telephone 9 Printing 14,738 Professional fees 202 Purchases for resale 202 Sundry expenditure 472 Travel 2,948 Website & Social Media 20,685 Total Payments (13,502) Net receipts/(payments) 15,933 Cash funds at start of this period 2,431 Cash funds at end of this period |
2023 £ 3 8,801 95 - 308 24,153 |
|---|---|
| 33,360 | |
| 5,592 72 112 135 138 9232 26 - - 202 564 - 10 - 11,733 - 456 223 2,359 |
|
| 30,854 | |
| 2,506 2,431 |
|
| 4,937 |
5
Shark Guardian
Statement of assets and liabilities at 30 June 2023
| 2022 £ Cash assets 1,613 Bank accounts 818 Cash in hand 2,431 Other monetary assets 1,069 Debtors 423 Gift aided donation from Shark Guardian Trading Ltd 2 4,057 Stock 54 Prepayments 3 5,603 Liabilities 0 Creditors 4 0 |
2023 £ 2,409 2,528 |
|---|---|
| 4,937 | |
| 1069 162 4,057 54 |
|
| 5,342 | |
| 0 | |
| 0 |
These financial statements are accepted on behalf of the charity by:
Signed Date: 15[th] April 2024
Les Small, Trustee
6
Shark Guardian
Notes to the accounts for the year ended 30 June 2023
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 | £ 54 54 |
|---|---|
4. Creditors
| None | £ 0 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.
7
Shark Guardian (Registered charity, number 1152654) Financial statements for the year ended 30 June 2023
| 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 2023
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
-
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.
-
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’.
2
Shark Guardian
Summary of the main activities undertaken for the public benefit
-
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;
-
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;
-
Collaborating with other NGOs and charities on conservation initiatives to reduce the trade and transportation of shark fins;
-
Providing educational tools and easily accessible educational materials and information on the Shark Guardian website and through social media;
-
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;
-
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;
-
Training students to become Shark Guardian student ambassadors, to give presentations and educate others;
-
Training people to deliver Shark Guardian presentations worldwide (The Shark Guardian Presenter Team);
-
Leading shark diving and snorkelling expeditions and shark courses;
-
Training Shark Guardian Dive Centres to teach the Shark Guardian Diver program;
-
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.
3
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
-
Shark Guardian presented to over 25,000 people via virtual presentations worldwide;
-
Shark Guardian presented to over 2,000 people during in person presentations in Asia;
-
Shark Guardian has launched (together with a Shark Guardian presenter team member) an ultimate online shark course;
-
Continue to donate the 2 published Shark Guardian educational books to schools worldwide to teach the next generation about sharks and conservation;
-
Shark Guardian educational books are being translated in multiple languages and made available as eBooks online;
-
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;
-
As a partner, Shark Guardian collaborates with the ‘Stop Finning EU’ campaign to end the trade of shark fins in Europe;
-
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;
-
Assisting with global whale shark research through citizen science;
-
Assisting with Zebra shark research in Thailand;
-
Supporting the evolving project with St. Andrews University, working to protect endangered flapper skates in an MPA;
-
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: 31[th] January 2024 Les Small, Trustee
4
Shark Guardian
Receipts & payments account for the year ended 30 June 2023
| 2022 £ Receipts - Bank interest 5,422 Donations 302 Membership donations 21 Exchange gain - Sales 1,438 Sundry receipts 7,183 Total Receipts Payments 357 Accommodation 144 Accounting & IE fee 719 Advertising & promotional 181 Bank charges 146 Communications - Diving Trips - Exchange loss - Fundraising - Insurance 171 Meals & entertainment 387 Office rental - Office supplies 9 Postage & telephone 9 Printing 14,738 Professional fees 202 Purchases for resale 202 Sundry expenditure 472 Travel 2,948 Website & Social Media 20,685 Total Payments (13,502) Net receipts/(payments) 15,933 Cash funds at start of this period 2,431 Cash funds at end of this period |
2023 £ 3 8,801 95 - 308 24,153 |
|---|---|
| 33,360 | |
| 5,592 72 112 135 138 9232 26 - - 202 564 - 10 - 11,733 - 456 223 2,359 |
|
| 30,854 | |
| 2,506 2,431 |
|
| 4,937 |
5
Shark Guardian
Statement of assets and liabilities at 30 June 2023
| 2022 £ Cash assets 1,613 Bank accounts 818 Cash in hand 2,431 Other monetary assets 1,069 Debtors 423 Gift aided donation from Shark Guardian Trading Ltd 2 4,057 Stock 54 Prepayments 3 5,603 Liabilities 0 Creditors 4 0 |
2023 £ 2,409 2,528 |
|---|---|
| 4,937 | |
| 1069 162 4,057 54 |
|
| 5,342 | |
| 0 | |
| 0 |
These financial statements are accepted on behalf of the charity by:
Signed Date: 15[th] April 2024
Les Small, Trustee
6
Shark Guardian
Notes to the accounts for the year ended 30 June 2023
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 | £ 54 54 |
|---|---|
4. Creditors
| None | £ 0 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.
7
Firefox
SGC
Kerry Taylor Kerry.l.taylor@outlook.com Mon 29/04/2024 20:18 To:les-small@outlook.com les-small@outlook.com
Dear Les
I have thoroughly checked the accounts and financial information provided and in my opinion (as a professional accountant) they have been correctly prepared and I am happy that they present a fair view of Shark Guardian's financial position as at 30th June 2023.
Kerry Taylor FCCA
Sent from my iPhone
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