## Section C: Notes to the accounts Trustees’ annual report for the period
> Period start date **31/05/2023**
> Charity name **Elephant Charge UK**
Period end date
## **31/12/2023**
> Charity No **1203341** (if any)
## Objectives and Activities
||SORP
reference||
|---|---|---|
|Summary of the purposes of the
charity as set out in its governing
document|Para 1.17|**To promote for the benefit of the public the conservation protection and**
**improvement of the physical and natural environment in Zambia by the provision of**
**grants to organisations furthering the same object. To advance the education of the**
**public in the conservation, protection and improvement of the physical and natural**
**environment in Zambia by the provision of grants to organisations.**|
|Summary of the main activities
in relation to those purposes for
the public beneft, in particular,
the activities, projects or services
identifed in the accounts.|Para 1.17 and
1.19|**The year to 31/12/2023 saw the founding of the charity as a CIO and registry with**
**the Charity Commission. Fundraising was restricted to a few donations to meet**
**initial administrative expenses, and one donation that was granted in full to**
**associated charity Elephant Charge Zambia. The latter uses such grants to fulfil the**
**purposes of the charity stated above.**|
|Statement confrming whether the
trustees have had regard to the
guidance issued by the Charity
Commission onpublic beneft|Para 1.18|**The trustees have had regard to the Charity Commission’s guidance on public**
**benefit.**|
## Additional information (optional)
You may choose to include further statements where relevant about:
||SORP
reference||**f its**
**und**
**oard**
**ority**
**and**|
|---|---|---|---|
|Policy on grant making|Para 1.38|**The primary purpose of Elephant Charge UK is to make grants in furtherance o**
**charitable purposes. Such grants are overseen by the Trustee nominated as F**
**Coordinator, who works closely with associated charity Elephant Charge Zambia’s B**
**and Beneficiary Committe to identify and monitor grant recipients across the three pri**
**areas of (1) Conservation through education, (2) Promotion of conservation leadership;**
**(3) Community empowerment.**||
|Policy on social investment including
program related investment|Para 1.38|**N/a**||
|Contribution made by volunteers|Para 1.38|**The Trustees of Elephant Charge UK are volunteers. During the year to**
**31/12/2023, no other individuals were engaged by the charity.**||
|Other||**N/a**||
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## 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
benefciaries and any wider benefts
to society as a whole.|Para 1.20|**The year to 31/12/2023 saw the establishment of Elephant Charge UK, and its first,**
**small contribution to its charitable purposes in Zambia. It looks forward to expanding**
**its fundraising and grant-giving presence in 2024.**|
## Additional information (optional)
You may choose to include further statements where relevant about:
||SORP
reference||
|---|---|---|
|Achievements against objectives set|Para 1.41|**N/a**|
|Performance of fundraising activities
against objectives set|Para 1.41|**N/a**|
|Investment performance against
objectives|Para 1.41|**N/a**|
|Other||**N/a**|
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## Financial Review
||SORP
reference||
|---|---|---|
|Review of the charity’s fnancial
position at the end of the period|Para 1.21|**The Charity is at an early stage in its development, but remains cash-**
**positive. For more information, see Financial Report to end-2023.**|
|Statement explaining the policy for
holding reserves stating why they
are held|Para 1.22|**With no current operating costs, there is no need at present for cash**
**reserves or a reserves policy. This will remain under review.**|
|Amount of reserves held|Para 1.22|**N/a**|
|Reasons for holding zero reserves|Para 1.22|**With no current operating costs, there is no need at present for cash**
**reserves or a reserves policy. This will remain under review.**|
|Details of fund materially in defcit|Para 1.24|**N/a**|
|Explanation of any uncertainties
about the charity continuing as a
goingconcern|Para 1.23|**At any point the Charity will only distribute monies it has received. It does not**
**anticipate any uncertainties as regards continuing as a going concern.**|
## Additional information (optional)
You may choose to include further statements where relevant about:
||SORP
reference||
|---|---|---|
|The charity’s principal sources of
funds (including any fundraising)|Para 1.47|**The principle source of the charity’s funds during the period was a**
**single donation made in connection with Elephant Charge Zambia’s**
**annual fundraising event.**|
|Investment policy and objectives
including any social investment
policy adopted|Para 1.46|**N/a**|
|A description of the principal risks
facing the charity|Para 1.46|**N/a**|
|Other||**N/a**|
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## Structure, Governance and Management
|Description of charity’s trusts:|SORP
reference||
|---|---|---|
|Type of governing document
(trust deed,royal charter)|Para 1.25|**The Charity is a CIO registered 31 May 2023, governed by a Constitution with**
**voting members other than its Trustees.**|
|How is the charity constituted?
(e.gunincorporated association,CIO)|Para 1.25|**CIO**|
|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|**Aside from one automatic ex-officio Trustee (the Chair of the Elephant Charge**
**(Zambia) Committee), the Trustees of the Charity are appointed by annual election**
**by the members of the CIO.**|
## Additional information (optional)
You may choose to include further statements where relevant about:
||SORP
reference||
|---|---|---|
|Policies and procedures adopted for
the induction and training of trustees|Para 1.51|**All Trustees are expected to have existing experience and knowledge of the**
**Zambian conservation space.**|
|The charity’s organisational structure
and any wider network with which
the charityworks|Para 1.51|**The Charity remains in close association with Elephant Charge Zambia, a Zambian**
**non-for-profit that shares the same charitable objects.**|
|Relationship with any related parties|Para 1.51|**N/a**|
|Other||**N/a**|
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## Reference and Administrative details
|Charity name|**Elephant Charge UK**|
|---|---|
|Other name the charity uses|**N/a**|
|Registered charity number|**1203341**|
|Charity’s principal address|**9 Arden Court**
**Fentham Road**
**Hampton-in-Arden**
**SOLIHULL**
**B92 0BH**|
## Names of the charity trustees who manage the charity
|Trustee name|Office (if any)|Dates acted if not for
whole year|Name of person (or
body) entitled to appoint
trustee(if any)|
|---|---|---|---|
|**Martin Clemensson**|**Trustee**||**Members of CIO**|
|**Peter Castle**|**Trustee**||**Members of CIO**|
|**Josephine Pope**|**Trustee**||**Members of CIO**|
|**Edward Thorpe**|**Trustee**||**Members of CIO**|
|**John Shields**|**Trustee**||**Members of CIO**|
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## Reference and Administrative details (cont)
## Corporate trustees – names of the directors at the date the report was approved
Director name **N/a**
## Name of trustees holding title to property belonging to the charity
|Trustee name|Dates acted if not for whole
year||
|---|---|---|
|**N/a**|||
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## Funds held as custodian trustees on behalf of others
|Description of the assets held in this
capacity|**N/a**|
|---|---|
|Name and objects of the charity
on whose behalf the assets are
held and how this falls within the
custodian charity’s objects|**N/a**|
|Details of arrangements for safe
custody and segregation of such
assets from the charity’s own assets|**N/a**|
## 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|||
|**N/a**|||
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## Name of chief executive or names of senior staff members (Optional information)
**Martin Clemensson (Trustee) is Chairman of Elephant Charge UK**
## Exemptions from disclosure
Reason for non-disclosure of key personnel details
**N/a**
## Other optional information
**----- Start of picture text -----**
N/a
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## Declarations
**----- Start of picture text -----**
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) John Francis Gillies Shields
Position (eg Secretary,
Chair, etc) Secretary
Date 7 October 2024
**----- End of picture text -----**
The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees
Charity Accounts templates – Trustees’ annual report for the period
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## ELEPHANT CHARGE UK
## ELEPHANT CHARGE UK
INTERIM REPORT For the period ending 31 December 2023
Registered Charity 1203341
## ELEPHANT CHARGE UK
## **Charity Information**
**Trustees:** Martin Clemensson (Chair) John Shields (Secretary) Edward Thorpe (Treasurer) Jo Pope Peter Castle **Charity Number:** 1203341 **Registered Address:** 9 Arden Court Fentham Road Hampton in Arden Solihull B92 0BH **Banker:** Metro Bank plc. One Southampton Row London WC1B 5HA
## ELEPHANT CHARGE UK
## **Report of the Treasurer**
For the period 31 May 2023 to 31 December 2023
The Treasurer presents his report for Elephant Charge UK (the ‘Charity’) for the period 31 May 2023 to 31 December 2023.
## _**Principal Activity**_
The Charity was granted authorisation by the Charity Commission for England and Wales (the ‘Authority’) to act as a Registered Charity. The authorisation was granted effective from 31 May 2023. The Charity has been active in the period.
## _**Review of Business**_
For the period ended 31 December 2023, the Charity registered surplus funds of £318.17.
## _**Expenditure**_
All Charity expenditure has been fully accounted for in the period. Disbursements of restricted funds totalling £5,370.00 have been made to Elephant Charge Zambia in accordance with the Charity’s funding and expenditure policy.
## _**Going Concern**_
The Charity shows surplus funds of £318.17 in the period. As the Charity is still very much in its infancy, the trustees foresee a significant increase in donations in the coming months. The Charity financial forecast for the next three years forms part of the Charity Strategy document.
## _**Cash at Bank**_
The Charity bank account at Metro Bank had a balance of £4.82 at the end of the period. The Charity account held at Paypal had a balance of £313.35.
## ELEPHANT CHARGE UK
## **Statement of Comprehensive Income**
For the period ended 31 December 2023
||31 December 2023||
|---|---|---|
||£||
|Administrative Expenses|(146)||
|Disbursements to EC Zambia|(5,370)
|-|
|Income|5,834||
||__________||
|**Surplus/Deficit**|**318**||
|Further Costs|-||
||___________||
|**Surplus Funds**|**318**||
||**___________**||
## **CASH AND CASH EQUIVALENTS**
Cash and cash equivalents consist of cash in hand and balances with banks.
||31 December 2023|
|---|---|
||£|
|Cash held at Metro|5|
|Cash held at Paypal|313|
||**____________**|
||**318**|
||**____________**|
## ELEPHANT CHARGE UK
## **Profit and Loss Account** (see note 1)
For the period 31 May 2023 to 31 December 2023
||£|
|---|---|
|Subscription Fees|(50)|
|Administrative Costs|(52)|
|Bank Charges|(44)|
|Disbursements EC Zambia|(5,370)|
|Income (see note 2)|5,834|
||___________|
||**318**|
||**===========**|
ELEPHANT CHARGE UK
## **Note 1**
## **PROFIT AND LOSS**
The categories are further explained below:
**Subscription Fees** Subscription to Fundraising Regulator **Administrative Costs** Postage **Bank Charges** The total of Metro and Paypal charges **Disbursements EC Zambia** Disbursements of restricted funds made to EC Zambia **Income** The total of all income from donations, grants and team fundraising
## **Note 2**
## **INCOME**
Income represents Charity income through donations, grants and team fundraising
31 December 2023 £ Donations 434 Team Fundraising 5,400 **___________ 5,834 ___________**