Shark Guardian (Registered charity, number 1152654) Financial statements for the year ended 30 June 2024
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 2024
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 Alex Hofford
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;
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: 16[th] April 2025 Les Small, Trustee
4
Shark Guardian Receipts & payments account for the year ended 30 June 2024
| 2023 £ Receipts 3 Bank interest 8,801 Donations 95 Membership donations - Exchange gain 22,049 Diving Trips 1,625 School Presentations 308 Sales 479 Sundry receipts 33,360 Total Receipts Payments 5,592 Accommodation 72 Accounting & IE fee 112 Advertising & promotional 135 Bank charges 138 Communications 9,232 Diving Trips & Shark Expeditions 26 Exchange loss - Fundraising - Insurance 202 Meals & entertainment 564 Office rental - Office supplies 10 Postage & telephone - Printing 11,733 Professional fees - Purchases for resale 456 Sundry expenditure 223 Travel 2,359 Website & Social Media 30,854 Total Payments 2,506 Net receipts/(payments) 2,431 Cash funds at start of this period 4,937 Cash funds at end of this period |
2024 £ - 13,068 - 97 38,166 3,709 65 1,410 |
|---|---|
| 56,515 | |
| 4,992 106 434 187 23 18,865 - 2,418 - 430 1,556 - 15 - 23,885 - 1,413 1,391 1,018 |
|
| 56,733 | |
| (218) 4,937 |
|
| 4,719 |
5
Shark Guardian
Statement of assets and liabilities at 30 June 2024
| 2023 | 2024 | ||
|---|---|---|---|
| £ | £ | ||
| Cash assets | |||
| 2,409 | Bank accounts | 1,380 | |
| 2,528 | Cash in hand | 3,339 | |
| **4,937 ** | 4,719 | ||
| Other monetary assets | |||
| 1,069 | Debtors | 0 | |
| 162 | Gift aided donation from Shark Guardian Trading Ltd2 | 0 | |
| 4,057 | Stock | 4,057 | |
| 54 | Prepayments | 3 | 54 |
| 5,342 | 4,111 | ||
| Liabilities | |||
| 0 | Creditors | 4 | 0 |
| 0 | 0 |
These financial statements are accepted on behalf of the charity by:
Signed Date: 16[th] April 2025 Les Small, Trustee
6
Shark Guardian
Notes to the accounts for the year ended 30 June 2024
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
| 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 2024
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 2024
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 Alex Hofford
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;
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: 16[th] April 2025 Les Small, Trustee
4
Shark Guardian Receipts & payments account for the year ended 30 June 2024
| 2023 £ Receipts 3 Bank interest 8,801 Donations 95 Membership donations - Exchange gain 22,049 Diving Trips 1,625 School Presentations 308 Sales 479 Sundry receipts 33,360 Total Receipts Payments 5,592 Accommodation 72 Accounting & IE fee 112 Advertising & promotional 135 Bank charges 138 Communications 9,232 Diving Trips & Shark Expeditions 26 Exchange loss - Fundraising - Insurance 202 Meals & entertainment 564 Office rental - Office supplies 10 Postage & telephone - Printing 11,733 Professional fees - Purchases for resale 456 Sundry expenditure 223 Travel 2,359 Website & Social Media 30,854 Total Payments 2,506 Net receipts/(payments) 2,431 Cash funds at start of this period 4,937 Cash funds at end of this period |
2024 £ - 13,068 - 97 38,166 3,709 65 1,410 |
|---|---|
| 56,515 | |
| 4,992 106 434 187 23 18,865 - 2,418 - 430 1,556 - 15 - 23,885 - 1,413 1,391 1,018 |
|
| 56,733 | |
| (218) 4,937 |
|
| 4,719 |
5
Shark Guardian
Statement of assets and liabilities at 30 June 2024
| 2023 | 2024 | ||
|---|---|---|---|
| £ | £ | ||
| Cash assets | |||
| 2,409 | Bank accounts | 1,380 | |
| 2,528 | Cash in hand | 3,339 | |
| **4,937 ** | 4,719 | ||
| Other monetary assets | |||
| 1,069 | Debtors | 0 | |
| 162 | Gift aided donation from Shark Guardian Trading Ltd2 | 0 | |
| 4,057 | Stock | 4,057 | |
| 54 | Prepayments | 3 | 54 |
| 5,342 | 4,111 | ||
| Liabilities | |||
| 0 | Creditors | 4 | 0 |
| 0 | 0 |
These financial statements are accepted on behalf of the charity by:
Signed Date: 16[th] April 2025 Les Small, Trustee
6
Shark Guardian
Notes to the accounts for the year ended 30 June 2024
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
| 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
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF SHARK GUARDIAN CHARITY NUMBER.. 1152654 I repori lo the trustees on my examination of the accounts of the above charity which for the year ended 30 June 2024. Responsibilities and basis of the report As the Iruslees ol the charity, you are responsible for the preparation of the accounts in accordance wilh the requirements of the Charities Acl 2011 ("Ihe Act"). I report in respect of my examination of the charity s accounts carried out under section 145 of the 2011 Act and in carrying oul my examination, I have followed the applicable Directions given by the Charity Commission under seclion 14515}Ibl of the 2011 Act. Independent examiner's statement I have completed my examination. I confirm that no material mallers other than those disclosed below have come lo my allenlion in connection with the examination which gives me cause lo believe that in, any malefial respect.. accounting records were not kept in accordance wilh section 130 of the 2011 Act.. or the accounts do not accord with the accounting records. I have no concerns and have come across no other matters in connection with the examination lo which allenlion should be drawn In order lo enable a proper understanding of the accounts lo be reached. Matthew Holton FCCA 9 Dorchesler Gardens Poole Dorsel 8H15 3SN Dated.. 2ql.. Iz3S