## **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** |1
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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)**
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**Fund to which asset**
**belongs**
**Cost (optional)**
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**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
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**-**
**-**
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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