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2023-12-31-accounts

Trustees’ Annual Report for the period

From: 1 January 2023 to 31[st] December 2023

Charity name: OneZoom

Charity registration number: 1163559

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 To advance the education of the public in
subjects of evolution, biodiversity and
conservation of the variety of 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 CIO 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 substantive
volunteer work done for OneZoom because
they have the relevant knowledge and
experience in biology computing, education
and science outreach. During the reporting
period, a loyal user of our software, David
Ebbo, who had relevant experience carried
out substantial software development as a
volunteer. His work primarily consisted of

refactoring the software the generates our tree data. 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 We continued to receive financial support
from the public via our leaf sponsorship
funding model during the reporting period.
Over the full year we received a total of
£7452.35 through this channel (accounting
for PayPal charges and matched funding).
We implemented and released a system to
enable volunteers to renew their
sponsorships which were intended to last
for 4 years only. During the reporting period
101 leaves were renewed raising a total of
£3716 in sponsorships (included as part of
the total revenue from sponsorships
mentioned above).
During this reporting period we continued
to make progress with the proposed work
that was funded by On the EDGE
Conservation. The purpose of the grant
was to create educational tours around our
tree of life explorer. We made excellent
progress towards completion of the project
during the reporting period but the project
is not expected to be concluded until after
the end of the reporting period. We did not
release a new version of the software
during the reporting period because the
tours feature needed to be finished before
it could provide any meaningful benefits to
users of our website.
We have noted web traffic from about
317,000 users. Based on the new tracking
system data, approximately 50% were in
the USA, 7% of users were based in the
UK, 6% in China, 4% in Canda, 3% in
Germany and the remainder spread across
221 other countries. This pattern is similar
to that from the previous reporting period
though with a modest 10% fall in total
traffic.

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 CIO
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 and shown that our sustainability
model of leaf sponsorship operates very
successfully when enough users can be
attracted to the site.
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. we hope to seek
another grant after we have successfully
performed the work mandated by the grant
we already received.
Investment performance
against objectives		 Para 1.41 We have no investments because the
funds that would be available for this are
negligible in size. For the funds available
during this reporting period, it seemed more
important to spend them on our charitable
purpose and not take on additional risks.
Other This has been an excellent year for the CIO
because we made progress on the tours
project and began offering sponsorship
renewals. The popularity of our educational
software has continued to hold strong.

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 The CIO had funds of £23490 at 31
December 2023, represented by bank
balances. £3830 of these funds are
restricted and associated with a specific
grant with deliverables.
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 kept reserves to keep the CIO
operational through a 12 month period.
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) You may choose to include further statements where relevant about:

The charity’s principal
sources of funds (including
any fundraising)		 Para 1.47 Much of the CIO’s revenue up this reporting
period has come from donations from
individuals through the ‘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 The CIO does not invest funds as the
amounts available are 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 CIO 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 CIO only
requires minimal funding to pay for its
essential operation of hosting the website,
ongoing improvements and maintenance
are less essential though still important.
In the short term we accept both risks. We
donotprovide a criticalservice 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 CIO 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.

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		 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

Charity name 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

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20		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee (if any)
Dr Yan Wong
Dr James Rosindell
Dr Luke Harmon

– 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) Dr James Rosindell Position (eg Secretary, Chair Chair, etc) Date 6-October-2023

OneZoom

1163559

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

Receipts and payments accountspts and payments accountsts and payments accountspayments accountsayments accountsyments accountsments accounts CC16a For the period 01-Jan-23 31-Dec-23 To from

Section A Receipts and payments

A1 Receipts Unrestricted
funds
to the nearest £		 Unrestricted
funds
to the nearest £		 Restricted funds
to the nearest £		 Restricted funds
to the nearest £		 Endowment
funds
to the nearest £		 Endowment
funds
to the nearest £		 Total funds
to the nearest £		 Total funds
to the nearest £		 Last year
to the nearest £

Sponsorship		 7,207 - - 7,207 10,498
Interest 121 - - 121 29
Grant from On The EDGE Conservation - - - - 25,000
UK onlinegivingfoundation 453 - - 453 -
- - - - -
- - - - -
- - - - -
Sub total(Gross income for AR) 7,781 - - 7,781 35,527
A2 Asset and investment sales,
(see table).
- -
- -
Sub total - -
Total receipts
A3 Payments
35,527

Bank charges		 29 5
Software development 3,600 19,200
Insurance 450 409
paypal charges 208 383
Accountingcharges 1,020 960
Brand registration renewal 420 -
Domain names costs
Virtual address costs
UX and graphic design
Internet hosting
**Sub total **		 728 -
360 -
440 -
1,300 -
8,555 20,957
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
20,957
- 774 14,570
- -
20,434 19,464
19,660 34,034

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

CCXX R1 accounts (SS)
Categories
B1 Cash funds		 1
Details
Total cash funds
(agree balances with receipts and payments account(s))
PayPal
Tridos Account		 Unrestricted
funds
to nearest £
296
19,364
-
19,660
OK		 10/10/2024
Restricted funds
Endowment
funds
to nearest £
to nearest £
-
-
3,830
-
-
-
3,830
-
OK
OK		 Endowment
funds
to nearest £
-
-
-
-
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use		 Details
Details
Details
Details
Signature		 Unrestricted
funds
Restricted funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which asset
belongs
Cost (optional)
-
-
-
-
-
Fund to which asset
belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
JamesRosindell		 Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
-
-
-
-
-
Date of approval
JamesRosindell 10/10/2023

CCXX R2 accounts (SS)

10/10/2024

2