## **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