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2020-12-31-accounts

Trustees’ Annual Report for the period

From: 1 January 2020 to 31[st] December 2020

Charity name: OneZoom

Charity registration number: 1163559

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governingdocument		 Para 1.17 To advance the education of the public in
subjects of evolution, biodiversity and
conservation of the varietyof life on earth
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.		 Para 1.17 and
1.19		 Our main activity is building and maintaining
a scientifically accurate, educational, and
visually appealing record of the tree of life
that is easily accessible to the public online.
We also collaborate with other organisations
to support outreach exhibitions and events
that benefit from use of our tree of life
explorer.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 The Trustees have had due regard to the
guidance issued by the Charity Commission
on public benefit

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference
Policy on grant making Para 1.38 Grant making is not part of our core activities
and consequently we do not have a formal
policy on grants and deal with potential grant
making opportunities on a case-by-case
basis.
Policy on social investment
including program related
investment		 Para 1.38 This does not form part of our activities.
Contribution made by
volunteers		 Para 1.38 The trustees themselves did the majority of
volunteer work done for OneZoom. This is
because the trustees have the relevant
knowledge and experience in biology
computing, education and science outreach.
We do not log the total hours contributed by
volunteers but have estimated that the total
comfortably exceeds 500 hours during the
reporting period.

Other

Achievements and Performance

SORP
reference
Summary of the
main
achievements of
the charity,
identifying the
difference the
charity’s work
has made to the
circumstances of
its beneficiaries
and any wider
benefits to
society as a
whole.		 Para 1.20 During the reporting period we made substantial
improvements to our software and science outreach website.
Specifically, we completed a substantial redesign of the
landing page of our website. This had been identified as a
key shortcoming of our previous versions and was mentioned
in the previous report. The landing page now allows users to
search the tree of life and includes a lot more interpretation
about the tree of life and what the site offers. The front page
features a new visual design and user interface that was built
with advice from professional designers. We have paid
specific attention to signposting different kinds of users
(members of the public, educators and scientists) to different
content that could be interesting or useful to them.
Separately from the landing page update, we have released
new public APIs giving access to our content for use by third
party research and educational projects. An example of such
a project that has since been developed with some support
from OneZoom ishttps://phyloquiz.com.These APIs go
beyond those mentioned in the previous reporting period
because they have additional functionality and are properly
documented and open to all on the website.
Key people from OneZoom have, during this reporting period,
submitted a scientific publication on the advances that have
been involved in getting the project to this stage. A pre print
can be seen here
https://www.biorxiv.org/content/10.1101/2020.10.14.323055v1
The manuscript is undergoing revisions for publication at the
time of writing.
We continued to receive financial support from the public via
our leaf sponsorship funding model during the reporting
period. Whilst early supporters should in theory be asked to
renew their sponsorship during this reporting period we
deferred requesting this. Firstly because we didn’t want to
request further funding from the public during the COVID
pandemic crisis on something that was not urgent. Secondly,
the work required from us to develop a good user experience
for renewing sponsorships would be substantive and it was
not practical for the trustee volunteers to undertake this in
addition to their other commitments during this reporting
period.
We have noted web traffic during the reporting period from
124,937 users with 13,310 of these spending a meaningful
amount of time on the site of over 3 minutes; 2,759 users
spent over 30 minutes exploring the site. These figures are
less than theprevious reporting period but we believe they

are underestimates due to an error in the way traffic has been tracked on the site since the launch of our new front page. This error will be fixed during the next reporting period. Approximately 9.5% of users were based in the UK, 54% in the US and the remainder spread across 188 other countries.

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against
objectives set		 Para 1.41 Two key objectives were set for the charity
since its foundation, first to achieve
sustainability through the leaf sponsorship
scheme, and second to enhance our
software enabling it to display the complete
tree of life for educational purposes. These
objectives were met in the 2017 reporting
period. Objectives since then have been to
maintain what we have already set up and to
increase the impact by encouraging broader
use. During the present reporting period we
have continued to maintain our resource
through a difficult time. In the next reporting
period we plan to focus on sponsorship
renewals and publication of our scientific
work.
Performance of fundraising
activities against objectives
set		 Para 1.41 We have not set formal objectives for
fundraising because the leaf sponsorship
model comfortably pays for running costs
payable to third parties. Where third parties
approach us for collaboration normally work
with them to budget for the necessary
developments to our codebase and assist
those third parties in getting funding, which
is paid to trusted professionals to improve
our software for public use. The trustees
regard this strategy as lower risk for the
charity whilst still effectively enabling us to
meet our objectives.
Investment performance
against objectives		 Para 1.41 We have no investments because the funds
that would be available for this are negligible
in size.
Other Whilst the funds we have raised are
relatively small, we have been able to
achieve a lot with those funds. We continue
to have ambitions for the future to further
increase our audience, add significant new
features and reach out to other charitable
organisations with complementaryaims.

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 The CIO had unrestricted funds of £5162.75
at 31 December 2020, represented by bank
balances. During the reporting period we
reclaimed £2807.74 in Gift Aid on all eligible
donations made since the launch of our
sponsorship scheme. A range of
documented costs including running the
website and renewing the virtual address
during this reporting period were paid by a
trustee and refunded during the next
reporting period.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 Reserves are required to meet future
obligations and to support the growth of the
CIO’s activities. This calendar year we have
built up reserves for planned development
work in the 2019 calendaryear
Amount of reserves held Para 1.22 £1,000
Reasons for holding zero
reserves		 Para 1.22 N/A
Details of fund materially in
deficit		 Para 1.24 N/A
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 The CIO is dependent on obtaining third
party support to develop and improve its
products for public benefit. Thanks to the
current efforts of volunteers the CIO can
continue its core operations with a relatively
small amount of ongoing funding. Total
annual running costs remain under £1000 so
we have held reserves to run for a further 12
months.
Additional information (optional) Additional information (optional)
You may choose to include further statements where relevant about:
All of our funding revenue has come from
donations from individuals through our
The charity’s principal ‘sponsor a leaf’ campaign, which enables
sources of funds (including Para 1.47 donors to be acknowledged on a unique leaf
any fundraising) of our tree of life display as recognition for
their donation.
We do not invest our funds as the amount is
to small to justify the necessary research
Investment policy and into ethical investments that would be
objectives including any Para 1.46 compatible with our charitable aims.
social investment policy
adopted
Additional information (optional)
You may choose to include further statements where relevant about:		 Additional information (optional)
You may choose to include further statements where relevant about:		 Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal
sources of funds (including
any fundraising)		 Para 1.47 All of our funding revenue has come from
donations from individuals through our
‘sponsor a leaf’ campaign, which enables
donors to be acknowledged on a unique leaf
of our tree of life display as recognition for
their donation.
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46 We do not invest our funds as the amount is
to small to justify the necessary research
into ethical investments that would be
compatible with our charitable aims.
A description of the principal
risks facing the charity		 Para 1.46 The potential risks to the charity are loss of
volunteer time, and loss of funds. Volunteer
time is the more valuable at present,
particularly that from software developers
who perform skilled work that would be very
expensive to replace with contractors or paid
professionals. A secondary risk is running
out of funds, however the charity only
requires minimal funding to pay for its
essential operation of hosting the website,
ongoingimprovements and maintenance are

less essential though still important. In the short term we accept both risks. We do not provide a critical service upon which users are heavily dependent for their wellbeing: if either risk were to materialise, the worst case would be the loss of a free online resource. We have mitigated against both risks by releasing our software under a public license, which includes a failsafe. The failsafe specifies that if the charity ceases to trade, our software becomes open source, meaning that other individuals or organisations would be able to use it for free to continue our work, should there be a sufficient demand. In the next reporting period we hope to release a Docker image of our resource making it even easier for a third party to replicate everything we have created should we cease to operate. Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document Para 1.25 Foundation Constitution
How is the charity
constituted?		 Para 1.25 CIO - Foundation Registered 14 Sep 2015
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees		 Para 1.25 Apart from the founding trustees, every
subsequent trustee must be appointed by a
resolution passed at a properly convened
meeting of the Board.
In selecting individuals for appointment as
charity trustees, the charity trustees must
have regard to the skills, knowledge and
experience needed for the effective
administration of the CIO.

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures
adopted for the induction and
training of trustees		 Para 1.51 We have not yet inducted new trustees since
charity formation. One of the founding
trustees and current chair has attended an
extensive trustee leadership programme and
an emerging chairs program run by Cause4.
Another founding trustee has experience
from being a trustee of another unrelated UK
charity.
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51
Relationship with any related
parties		 Para 1.51 No relevant related-party relationships to
report for this period
Other

Reference and Administrative details

Charityname OneZoom
Other name the charity uses
Registered charity number 1163559
Charity’s principal address OneZoom
Office 7
35-37 Ludgate Hill
London
EC4M 7JN

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20		 Trustee name
Dr Yan Wong
Dr James Rosindell
Dr Luke Harmon
















 Office (if any) Dates acted if not for whole
**year **		 Name of person (or body) entitled
to appoint trustee (ifany)

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information)
Type of
adviser
Name
Address
Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)
Full name(s)
Position (eg Secretary,
Chair, etc)
Date
Dr James Rosindell


Chair
12-Oct-2021
12-Oct-2021

OneZoom

1163559

Receipts and payments accountspts and payments accountsts and payments accountspayments accountsayments accountsyments accounts

Receipts and payments accountspts and payments accountsts and payments accountspayments accountsayments accountsyments accounts CC16a For the period 01-Jan-20 31-Dec-20 To from

Section A Receipts and payments Section A Receipts and payments
Unrestricted
funds
to the nearest £
A1 Receipts
Sponsorship
1,838
Payment for API service
-
interest
-
Paypalgivingfund
31
Gift aid reclaim on all previous eligible
donations
2,808
Other donations
76
-
-
Sub total(Gross income for AR)4,752
A2 Asset and investment sales,
(see table).
-
-
Sub total -
Total receipts 4,752
A3 Payments
Bank charges
4
Website costs
-
payment to collaboratingorganisation
-
Software development
1,200
Insurance
287
paypal charges
-
graphic design
694
-
-
-
Sub total 2,185
A4 Asset and investment
purchases, (see table)
-
-
Sub total -
Total payments 2,185
Net of receipts/(payments) 2,567
A5 Transfers between funds
-
A6 Cash funds last year end
2,596
Cash funds this year end 5,163		 Restricted funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
1,838
-
-
31
2,808
76
-
-
4,752
-
-
-
4,752
4
-
-
1,200
287
-
694
-
-
-
2,185
-
-
-		 Last year
to the nearest £
2,695
1,500
4
-
-
-
-
-
4,199
-
-
4,199
28
666
15
7,845
287
71
-
-
-
-
8,912
A4 Asset and investment
purchases, (see table)
-
-
**Sub total ** - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
**Cash funds this year end **
2,185 8,912
2,567 - - 2,567 - 4,713
- **- ** - - -
2,596 - - 2,596 7,309
5,163 - - 5,163 2,596

Section B Statement of assets and liabilities at the end of the period

Unrestricted Unrestricted Restricted funds Endowment
Categories Details funds funds
to nearest £ to nearest £ to nearest £
B1 Cash funds PayPal 794 - -
Tridos Account 4,369 - -
- - -
Total cash funds 5,163 - -
(agree balances with receipts and payments
account(s)) OK OK OK
Unrestricted Restricted funds Endowment
funds funds
CCXX R1 accounts (SS) 1 13/10/21

CCXX R1 accounts (SS)

Details Details to nearest £ to nearest £ to nearest £
B2 Other monetary assets - - -
- - -
- - -
- - -
- - -
- - -
Details Fund to which asset
belongs		 Cost (optional) Current value
(optional)
B3 Investment assets - -
- -
- -
- -
- -
Details Fund to which asset
belongs		 Cost (optional) Current value
(optional)
B4 Assets retained for the - -
charity’s own use - -
- -
- -
- -
- -
- -
- -
- -
Fund to which Amount due When due
Details liability relates (optional) (optional)
B5 Liabilities Trustee expenses incurred for website domain unrestricted 761 -
and virtual address
Website server costs not yet invoiced for the unrestricted - -
reporting period
-
-
-
Signed by one or two trustees on behalf
of all the trustees		 Signature Print Name Date of approval
Dr J Rosindell 12/10/21

CCXX R2 accounts (SS)

13/10/21

2