**JANE GOODALL INSTITUTE, GLOBAL** 

**Registered Company Number 08122637) (Registered Charity Number: 1153284)** 

**TRUSTEES’ REPORT AND ACCOUNTS FOR THE YEAR ENDED 30 JUNE 2021** 



**JANE GOODALL INSTITUTE, GLOBAL** 

## **REFERENCE AND ADMINISTRATIVE DETAILS** 

## **FOR THE YEAR ENDED 30 JUNE 2021** 

The trustees present their report along with the financial statements of the charity for the year ended 30 June 2021. 

**TRUSTEES** Ms Graziella Baradel Mr Bruce Berkman Mr Malcolm Gilroy Dr Valerie Jane Goodall-Bryceson Mr Richard Hartung Mr Francois Hisquin Mr Hassan Daffa Imam Mr Cameron Kerr Miss Mary Patricia Lewis Ms Mary Peng Ms Tanya Perez Echeverria Dr Richard Francis Quinn Mr Paul Smith Mr Patrick Van Veen Mr Steven Woodruff **SECRETARY** Ms Mary Patricia Lewis **PRINCIPAL OFFICE** 10 Queen Street Place London EC4R 1BE **COMPANY REGISTRATION NUMBER** 08122637 **CHARITY REGISTRATION NUMBER** 1153284 **GOVERNING INSTRUMENT** Memorandum and Articles dated 22 June 2012 **GLOBAL MANAGER** Erika Helms **INDEPENDENT EXAMINER** Olayinka Tomori ACA DChA Longmeade Consult Ltd Regus House Victory Way, Admirals Park Crossways, Dartford DA2 6QD **PRINCIPAL BANKERS** National Westminster Bank 143 High Street Bromley Kent BR1 1JH **INVESTMENT POWERS** The provisions of the Trustee Act 2000 apply. 

1 



## **JANE GOODALL INSTITUTE, GLOBAL** 

## **TRUSTEES’ ANNUAL REPORT** 

## **FOR THE YEAR ENDED 30 JUNE 2021** 

The trustees, who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 30 June 2021. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (Second Edition effective 1 January 2019). 

Jane Goodall Institute, Global (JGIG) is a private charitable company limited by guarantee. The directors of the charitable company are its Trustees for the purpose of charity law. None of the Trustees has any beneficial interest in the company. Members of the company (who are also the trustees) guarantee to contribute £1 in the event of a winding up. 

## **OBJECTIVES, ACTIVITIES, ACHIEVEMENTS AND PERFORMANCE** 

The objects of the charity are for the public benefit: 

1. To advance education for the public benefit of supporting study and research into wildlife and into conservation of wildlife in any part of the world and the dissemination to the public of the result of such study and research; 

2. To promote the efficiency and effectiveness of the voluntary sector including by encouraging and supporting innovation and providing training, services and support; and 

3. To advance any charitable objects which are regarded as exclusively charitable under the law of England and Wales as the trustees from time to time decide. 

In fulfilment of the objectives of the charity, it is the policy of the charity to undertake a range of charitable activities. The principal areas of charitable work are set out below: 

- Communicating to inspire positive action across all of the countries where we work; 

- Reinforcing the “Jane Goodall Institute” brand through global campaigns and the sharing and protection of our intellectual property; 

- Protecting chimpanzees through research, conservation where they live in the wild, and sheltering individual chimpanzees at sanctuaries that are managed according to international standards; 

- Fostering future generations of responsible environmental citizens through the delivery of effective “Roots & Shoots” youth programmes and through community-centred education 

- Improving the local and global governance of the Jane Goodall Institutes around the world. 

Achievements made in this year include: 

- Our key programme, Roots & Shoots, gained further support for global coordination and was able to recruit for global staff who joined us in 2021; and there were four global campaigns and our first global awards, as part of the Roots & Shoots 30[th] Anniversary celebrations 

- We continued fundraising support for key conservation programmes in Africa and information gathering for chapters in our network to be able to fundraise in their countries for key programmes and our sanctuaries in Africa. In an important achievement, the funding has been secured to help the Chimpanzee Eden sanctuary in South Africa purchase the land on which the sanctuary is situated. 

- Our first global campaign, ‘ForeverWild,’ was initiated in 2018 by a group of volunteers from across 17 chapters. This campaign focuses on the illegal trafficking of wildlife. This year, it has grown through participation by Roots & Shoots youth, while we continue to also participate in key international alliances and conferences. 

- International initiatives focused on the welfare of chimpanzees in captivity grew because we hosted a virtual conference to plan our captive primate welfare strategy together with key stakeholders, a key outcome of which has been an updated policy statement on Ape Rights and zoos. 

- A key area of focus is in strengthening our network, and this was provided through preparations to launch of our global intranet system to support internal communication and sharing, as well as through organising webinars and sharing best practices through the facilitation of Communities of practice. 

- Our global re-branding project was finalised and the launch prepared for late 2021. 

2 



## **JANE GOODALL INSTITUTE, GLOBAL** 

**TRUSTEES’ ANNUAL REPORT (continued)** 

## **FOR THE YEAR ENDED 30 JUNE 2021** 

## **OBJECTIVES, ACTIVITIES, ACHIEVEMENTS AND PERFORMANCE (continued)** 

- Strategic discussions to prepare JGI globally for the period beyond the Founder continued, including analysis and discussion about restructuring the roles and responsibilities that JGI Global holds in relation to the independentlyregistered chapters around the world. 

- We have continued to work on the coordination of trademark, legal and ethical compliance of all chapters, and have had our trademark registrations approved in Australia, New Zealand and South Africa. We have collaborated with a firm of IP solicitors to continue with a global audit of our trademark registrations. 

## **FINANCIAL REVIEW** 

The charity’s income for the year was £144,591 (2020: £214,231) representing a substantial reduction from the previous year due primarily to donations in the previous year amounting to £90k+ to support specific staff roles that were not repeated in FY21. Expenditure was £183,929 (2020: £156,277) consisting mainly of wages and salaries and costs of running the office. This resulted in a deficit in the year of £39,338 (2020: £57,954 surplus). 

## **Reserves Policy** 

The balance of the General Unrestricted Fund at the year-end was £131,110 (2020: £170,448); there were no Restricted Fund balances at the year end. Given the ongoing uncertainties globally, JGIG plans to maintain free reserves (unrestricted funds not tied up in fixed assets or designated) that will meet six months of current fixed expenses. Fixed expenses include but are not limited to salaries; other employee benefits; rent; insurances; accounting fees; committed liabilities under contract. This currently stands at approximately £80,000 - £100,000 with the level of free reserves at £131,110 (2020: £170,448). The trustees are considering the various projects to which the additional funds will be applied. 

## **Investment Policy** 

All funds, in excess of current operating requirements, are to be invested in short term bank or government instruments (treasury bills, treasury notes, guaranteed investment certificates, certificates of deposit, bankers’ acceptances). The term of these instruments is not to exceed 360 days. 

All uninvested funds are lodged in a bank account or an account in another regulated financial institution (e. g. Building Society or Trust Company). 

This policy will be revised to account for any longer term funds that may be acquired through bequests and are in excess of the required General Reserve Fund. 

## **FUTURE PLANS** 

Future plans of JGIG include the following: 

- Further strengthening the network of Chapters by completion, launch and promotion within the network of our online Intra-Net to facilitate improved communication, sharing of information and conformity of messaging; and additional mechanisms will be introduced together with the Intra-Net for gathering and sharing information about the needs, best practices, successes and impact of our Chapters around the world; 

- We will develop more policy statements and other standards guides to further nurture and mentor new and smaller Chapters as well as reinforce our global policies for the larger Chapters; 

- In 2022, our strategic work session is planned virtually in February, and we are planning to meet in person in November 2022, bringing together Executive Directors from across the globe to meet with JGIG Trustees; 

- We will work to further improve our capacity to gather and publish information about the consolidated impact of our Chapters around the world; 

- With additional staff at the global level for our Roots & Shoots youth environmental programme, we are looking forward to being able to gather more stories and summarise our impact globally from that programme; 

3 



**JANE GOODALL INSTITUTE, GLOBAL** 

## **TRUSTEES’ ANNUAL REPORT (continued)** 

## **FOR THE YEAR ENDED 30 JUNE 2021** 

## **FUTURE PLANS (continued)** 

- Specific focal areas of our Global Strategy will finalize a set of goals and workplans related to captive primates welfare, global conservation science, sanctuaries, global advocacy and global fundraising; 

- Strategic discussions to prepare JGI globally for the period beyond the Founder will have additional focus, including taking forward a restricting of the way that chapters are represented on the JGIG Board. 

## **STRUCTURE, GOVERNANCE AND MANAGEMENT** 

Jane Goodall Institute, Global is an international organization. 

The Trustees are kept informed on charity sector issues by professional advisors and other resources provided by our accountants and legal advisors. 

The charity is governed by Memorandum and Articles of Association dated 22 June 2012 and was registered as a company limited by guarantee on 28 June 2012. It was also registered as a UK charity with the Charity Commission on 7 August 2013. 

## **Organisation** 

The Charity, by the date of this report, has fifteen Trustees.  The power of appointing new Trustees rests with the present and retiring Trustees together. 

A third of all trustees shall retire at an appointed annual meeting where the financial statements are approved. Trustees can be reappointed and can be in office for a maximum of three consecutive terms; each term being a period of three years. 

## **Management** 

The day to day running of the charity is delegated to Erika Helms, the appointed Global Manager. 

## **Risk Review** 

The Trustees have undertaken a risk review to identify major risks to which the charity is exposed, in particular, those related to the operations and finances of the Charity and the Trustees are satisfied that systems are in place to mitigate the Charity’s exposure to the major risks.  The Trustees will continue to review major risks on an annual basis. 

In response to the Covid-19 pandemic, the trustees struck a special committee that met weekly in 2020 to ensure that the Charity’s finances and operating procedures were sound during the pandemic. In 2021, the monitoring by the committee continued. 

## **Public Benefit** 

In setting the charity’s objectives, the trustees have given due consideration to the Charity Commission’s guidance on Public Benefit. The Objectives, Activities, Achievements and Performance section below reflect how the charity fulfils this obligation. 

4 



**JANE GOODALL INSTITUTE, GLOBAL** 

## **TRUSTEES’ ANNUAL REPORT (continued)** 

## **FOR THE YEAR ENDED 30 JUNE 2021** 

## **Connected charities** 

JGIG acts as a focal point for all Jane Goodall Institute (JGI) charities around the world. Whilst each of the charities are independent, JGIG owns the trademarks and intellectual property and grants each of the country offices the rights to use those through signing the JGI Global Charter Agreement. The offices then become “Chapters” of JGIG and are required to submit governance and audit information to JGIG. Although the Chapters have no formal obligation to JGIG, most make a voluntary contribution towards the administration of the charity. The number of related charities and their location are: 

Africa - 7 Asia/Oceania – 10 Europe – 13 North America – 2 South America - 2 

## **STATEMENT OF TRUSTEE’S RESPONSIBILITIES** 

The trustees (who are also directors of Jane Goodall Institute, Global for the purposes of company law) are responsible for preparing the Trustees' Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). 

Company law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable for that year. In preparing these financial statements, the trustees are required to: 

- select suitable accounting policies and then apply them consistently; 

- observe the methods and principles in the Charities SORP; 

- make judgments and accounting estimates that are reasonable and prudent; 

- state whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements; 

- prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charitable company will continue in business. 

The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the charitable company’s transactions and disclose with reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. 

Approved by the Trustees on 22 March 2022 and signed on their behalf by: 


**Tanya Perez Echeverria Trustee** 

5 



## **INDEPENDENT EXAMINER’S REPORT** 

## **TO THE TRUSTEES’ OF JANE GOODALL INSTITUTE, GLOBAL** 

I report to the charity trustees on my examination of the accounts of the charitable company for the year ended 30 June 2021. 

## **Responsibilities and basis of report** 

As the charity’s trustees of the charitable company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 (‘the 2006 Act’). 

Having satisfied myself that the accounts of the charitable company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity’s accounts as carried out under section 145 of the Charities Act 2011 (‘the 2011 Act’). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5) (b) of the 2011 Act. 

## **Independent examiner's statement** 

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe: 

1. accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act; or 

2. the accounts do not accord with those records; or 

3. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a ‘true and fair view which is not a matter considered as part of an independent examination; or 

4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities [applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)]. 

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. 


## **Olayinka Tomori ACA DChA** 

**24 March 2022** 

**Longmeade Consult Ltd Regus House Victory Way, Admiral’s Park Kent, DA2 6QD** 

6 



**JANE GOODALL INSTITUTE, GLOBAL** 

## **STATEMENT OF FINANCIAL ACTIVITIES** 

## **FOR THE YEAR ENDED 30 JUNE 2021** 

|||**Restricted**|**Unrestricted**|**Total**|**Total**|
|---|---|---|---|---|---|
||**Notes**|**Funds**|**Funds**|**2021**|**2020**|
|**Income and Endowments from:**||**£**|**£**|**£**|**£**|
|Donations - contributions from Chapters||-|67,687|67,687|129,253|
|Other donations and legacies|3|2,526|66,769|69,295|84,529|
|Government grants – Furlough Scheme|||1,064|1,064|-|
|Charitable Activities – Consultancy JGI UK||-|6,545|6,545|-|
|Other Income||-|-|-|449|
|||-----------------|-----------------|-----------------|-----------------|
|**Total income and endowments**||2,526|142,065|144,591|214,231|
|||-----------------|-----------------|-----------------|-----------------|
|**Expenditure on:**||||||
|Charitable Activity|1|2,663|181,266|183,929|156,277|
|||-----------------|-----------------|-----------------|-----------------|
|**Total expenditure**||2,663|181,266|183,929|156,277|
|||------------------|------------------|------------------|------------------|
|**Net Income/(Expenditure)**||(137)|(39,201)|(39,338)|57,954|
|Transfer between Funds|6|137|(137)|-|-|
|||------------------|------------------|------------------|------------------|
|**Net Movement in Funds**||-|(39,338)|(39,338)|57,954|
|**Reconciliation of funds:**||||||
|Total fund brought forward||-|170,448|170,448|112,494|
|||-------------------|-------------------|-------------------|-------------------|
|**Total funds carried forward**||-|131,110|131,110|170,448|
|||==========|==========|==========|==========|



All amounts arise from continuing activities and there are no recognised gains or losses other than those shown above in the Statement of Financial Activities. 

The comparative Statement of Financial Activities for 2020 can be found in Note 7 of these financial statements. 

The accompanying notes form part of these financial statements. 

7 



**JANE GOODALL INSTITUTE, GLOBAL** 

**Company number: 08122637** 

## **BALANCE SHEET** 

## **AS AT 30 JUNE 2021** 

|||**2021**|**2020**|
|---|---|---|---|
||**Notes**|**£**|**£**|
|**CURRENT ASSETS**||||
|Debtors|4|39,673|3,647|
|Cash at bank and in hand||98,631|171,001|
|||----------------|----------------|
|||138,304|174,648|
|**CURRENT LIABILITIES**||||
|**CREDITORS**: Amounts falling due within one year|5|(7,194)|(4,200)|
|||----------------|----------------|
|**NET CURRENT ASSETS**||131,110|170,448|
|||----------------|----------------|
|**TOTAL ASSETS LESS CURRENT LIABILITIES**||131,110|170,448|
|||---------------|---------------|
|**TOTAL ASSETS**||131,110|170,448|
|||========|========|
|**FUNDS**|6|||
|**_Restricted Funds_**||-|-|
|**_Unrestricted Funds:_**||||
|General||131,110|170,448|
|||---------------|---------------|
|||131,110|170,448|
|||========|========|



The directors consider that the company is entitled to exemption from the requirement to have an audit under the provisions of section 477 of the Companies Act 2006 ("the Act") and members have not required the company to obtain an audit for the year in question in accordance with section 476 of the Act. The directors acknowledge their responsibility for ensuring that the company keeps accounting records which comply with section 386 of the Act and for preparing financial statements which give a true and fair view of the state of affairs of the company as at 30 June 2021 and of its result for the year then ended in accordance with the requirements of sections 394 and 395 of the Act and which otherwise comply with the requirements of the Companies Act 2006 relating to the financial statements so far as applicable to the company. 

The financial statements were approved by the board an authorised for issue on 22 March 2022 and signed on its behalf by: 


**Tanya Perez Echeverria Trustee** 

The accompanying notes form part of these financial statements. 

8 



## **JANE GOODALL INSTITUTE, GLOBAL** 

## **ACCOUNTING POLICIES** 

## **FOR THE YEAR ENDED 30 JUNE 2021** 

The financial statements have been prepared under the historical cost convention and in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (Second Edition effective 1 January 2019), Charities SORP FRS 102, Companies Act 2006 and with the Charities Act 2011. 

The charity meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy notes. 

The trustees consider there are no material uncertainties about the Charity’s ability to continue as a going concern. In reaching this conclusion, the trustees have also considered the impact on the Covid-19 pandemic on the operation and future of the charity. 

## **Income** 

All income is included in the Statement of Financial Activities when the charity is legally entitled to the income, there is probability of receipt and the amount can be quantified with reasonable accuracy. 

Receipts of property, investments or other gifts in kind are included at market value. 

## **Expenditure** 

Charitable expenditure consists of all expenditure relating to the objects of the Charity. All costs are directly attributable to the activities under which they have been analysed. 

Support costs have been allocated between governance costs and other support. Governance costs comprise all costs involving public accountability of the charity and its compliance with regulation and good practice. 

Irrecoverable VAT is included with the category of expense to which it relates. 

## **Pension schemes** 

Commencing from February 2018, the charity operates a defined Contribution Pension Scheme for its employees. The pension costs charged in the financial statements represent the contribution payable by the charity during the year. 

## **Debtors** 

Debtors are recognised at the settlement amount due after any discount offered. Prepayments are valued at the amount prepaid net of any discounts due. 

## **Creditors and provisions** 

Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due. 

## **Fund Accounting** 

Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity. 

Restricted funds are subjected to restrictions on their expenditure imposed by the donor. The purposes and uses of the restricted funds are set out in the notes to the accounts. 

## **Statement of Cash Flows** 

The charity is exempt from the requirement to produce a Statement of Cash Flows as it qualifies as a small charity under the Charities SORP FRS 102. 

9 



**JANE GOODALL INSTITUTE, GLOBAL** 

## **NOTES TO THE FINANCIAL STATEMENTS** 

**FOR THE YEAR ENDED 30 JUNE 2021** 

|**1.**|**EXPENDITURE**||||**Total**|**Total**|
|---|---|---|---|---|---|---|
|||**Staff Costs**|**Other**|**Donation**|**2021**|**2020**|
|||**£**|**£**|**£**|**£**|**£**|
||**_Charitable Activity_**||||||
||Conservation and education|125,956|37,562|4,336|167,854|140,408|
||Governance costs|14,446|1,629|-|16,075|15,869|
|||-------------|--------------|----------------|--------------|--------------|
|||140,402|39,191|4,336|183,929|156,277|
|||=======|========|=========|========|========|
||Donations are amounts given to individuals|or organisations|to host or|attend conservation events.|||
||||||**£**|**£**|
||Included in governance costs are:||||||
||Independent examination fees||||900|900|
||Accounts preparation||||450|450|
||||||=======|=======|



## **(YEAR ENDED 30 JUNE 2020 COMPARATIVES)** 

||||||**Total**|
|---|---|---|---|---|---|
|||**Staff Costs**|**Other**|**Donation**|**2020**|
|||**£**|**£**||**£**|
||**_Charitable Activity_**|||||
||Conservation and education|105,222|31,760|3,426|140,408|
||Governance costs|14,369|1,500|-|15,869|
|||-------------|--------------|----------------|--------------|
|||119,591|33,260|3,426|156,277|
|||=======|========|=========|========|
|**2.**|**STAFF COSTS**|||**2021**|**2020**|
|||||**£**|**£**|
||Wages and salaries|||127,897|109,891|
||Social security costs|||9,353|7,610|
||Pension costs|||3,152|2,090|
|||||-----------------|----------------|
|||||140,402|119,591|
|||||=========|========|
||The average number of employees in the year was:|||**No**|**No**|
||Management and administration|||3.0|3.0|



The Global Manager constitutes the senior management of the charity. Total employment benefits (including employer’s National Insurance and Pension contributions) for the year were £57,783 (2020: £57,474) 

## **3. TRANSACTIONS WITH TRUSTEES** 

No trustee received any remuneration in the year either for their work as trustees or for providing other services (2020: none). No travel expenses or other expenses were reimbursed to any trustees (2020: £905 to one trustee for attending a regional meeting for Africa). 

Two trustees made donations of £6,040 to the charity during the year (2020: one trustee donated £2,222). 

10 



**JANE GOODALL INSTITUTE, GLOBAL** 

## **NOTES TO THE FINANCIAL STATEMENTS** 

## **FOR THE YEAR ENDED 30 JUNE 2021** 

|**4.**|**DEBTORS**|||**2021**|**2020**|||
|---|---|---|---|---|---|---|---|
|||||**£**|**£**|||
||Prepayments|||3,647|3,647|||
||Accrued income|||36,026|443|||
|||||-------------|-------------|||
|||||39,673|3,647|||
|||||=======|=======|||
|**5.**|**CREDITORS: Amounts falling due within one year**|||**2021**|**2020**|||
|||||**£**|**£**|||
||Other taxes and social security|||4,883|2,257|||
||Other creditors|||811|443|||
||Accruals|||1,500|1,500|||
|||||-------------|-------------|||
|||||7,194|4,200|||
|||||=======|=======|||
|**6.**|**ANALYSIS OF MOVEMENT IN FUNDS**|||||||
|||**Balance at**||||**Balance at**||
|||**1 July 2020**|**Income**|**Expenditure**|**Transfers**|**30 June**|**2021**|
|||**£**|**£**|**£**|**£**|**£**||
||**_Restricted Funds:_**|||||||
||Burundi Biodiversity Day|-|2,526|(2,663)|137||-|
|||------------------|--------------|--------------|--------------|------------------||
||**Total Restricted Funds**|-|2,526|(2,663)|137||-|
||**_Unrestricted Funds_**|||||||
||General Funds|170,448|106,039|(181,266)|(137)|95,084||
|||------------------|--------------|--------------|--------------|------------------||
||**TOTAL FUNDS**|170,448|108,565|(183,929)|-|95,084||
|||========|========|========|========|========||



The Burundi Biodiversity Day Fund represents donations towards the organisation of an event with government officials and Roots & Shoots youth volunteers together in order to demonstrate to JGI’s local partners that wildlife biodiversity in Burundi is important to us and is important for local people to actively conserve. 

The MAB Conference Fund was a donation received to cover costs of JGI (Jane Goodall Institute) key colleagues from Tanzania where we have a newly-approved MAB site to attend the UNESCO Man and Biosphere (MAB) conference in Tanzania. 

Covid-19 crisis needs – Chimpeden represents a donation to support the Chimpanzee Eden sanctuary in South Africa during the global Covid-19 pandemic period because that sanctuary normally relies on door ticket sales to cover their running costs. 

The Salaries Fund consists of two donations from JGI France and The Fred Foundation towards staff salary costs. 

The transfers represent minor residuals on the funds which have been written out in accordance with the terms of the donor. 

All restricted fund year end balances are represented by cash at bank. 

11 



**JANE GOODALL INSTITUTE, GLOBAL** 

## **NOTES TO THE FINANCIAL STATEMENTS** 

## **FOR THE YEAR ENDED 30 JUNE 2021** 

## **6. ANALYSIS OF MOVEMENT IN FUNDS (continued)** 

|**2020 COMPARATIVES**|**Balance at**||||**Balance at**|
|---|---|---|---|---|---|
||**1 July 2019**|**Income**|**Expenditure**|**Transfers**|**30 June 2020**|
||**£**|**£**|**£**|**£**|**£**|
|**_Restricted Funds:_**||||||
|Tanzania MAB Conference|-|2,222|(2,085)|(137)|-|
|Covid-19 crisis needs - Chimpeden|-|3,402|(3,426)|24|-|
|Salaries Fund|-|86,821|(86,821)|-|-|
|JGI South Africa|574|-|-|(574)|-|
||------------------|--------------|--------------|--------------|------------------|
|**Total Restricted Funds**|574|92,445|(92,332)|(687)|-|
|**_Unrestricted Funds_**||||||
|General Funds|111,920|121,786|(63,945)|687|170,448|
||------------------|--------------|--------------|--------------|------------------|
|**TOTAL FUNDS**|112,494|214,231|(156,277)|-|170,448|
||========|========|========|========|========|



## **7. COMPARATIVE STATEMENT OF FINANCIAL ACTIVITIES (2020)** 

|||**Restricted**|**Unrestricted**|**Total**|
|---|---|---|---|---|
||**Notes**|**Funds**|**Funds**|**2020**|
|**Income and Endowments from:**||**£**|**£**|**£**|
|Donations - contributions from Chapters||41,916|87,337|129,253|
|Other donations and legacies|3|50,529|34,000|84,529|
|Other Income||-|449|449|
|||-----------------|-----------------|-----------------|
|**Total income and endowments**||92,445|121,786|214,231|
|||-----------------|-----------------|-----------------|
|**Expenditure on:**|||||
|Charitable Activity|1|92,332|63,945|156,277|
|||-----------------|-----------------|-----------------|
|**Total expenditure**||92,332|63,945|156,277|
|||------------------|------------------|------------------|
|**Net Income/(Expenditure)**||113|57,841|57,954|
|Transfer between Funds|5|(687)|687|-|
|||------------------|------------------|------------------|
|**Net Movement in Funds**||(574)|58,528|57,954|
|**Reconciliation of funds:**|||||
|Total fund brought forward||574|111,920|112,494|
|||-------------------|-------------------|-------------------|
|**Total funds carried forward**||-|170,448|170,448|
|||==========|==========|==========|



12