2024-12-31-accounts

Section C: Notes to the accounts Trustees’ annual report for the period

Period start date 01/01/2024 Period end date

Charity name Elephant Charge UK

31/12/2024

Charity No (if any)

1203341

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 31/12/2024 saw significant development in the Strategy and fundraising capacity of the charity, including a new website. Fundraising saw expansion of donations to include both development of fundraising assets and donations to support the Elephant Charge Zambia event. 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 31/12/2024, no other individuals were engaged by the charity.
Other		N/a

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October 2016

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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 31/12/2024 included production of a new Strategy, website, and fundraising video. The charity raised significantly more funds than in the prior year, and these were distributed via the charity’s advisory committee in Zambia to charities across Zambia that help meet Elephant Charge UK’s charitable objects of conservation through education and local empowerment.

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

Charity Accounts templates – Trustees’ annual report for the period

October 2016

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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 still at an early stage in its development, but remains cash- positive. For more information, see Financial Report to year-end 2024.
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 donations by individuals, principally to complement the fundraising of Elephant Charge UK’s sister operation in Zambia.
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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October 2016

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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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October 2016

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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
Rosie Churcher	Trustee	April 2024-December 2024	Members of CIO

Charity Accounts templates – Trustees’ annual report for the period

October 2016

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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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October 2016

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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

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

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N/a
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Charity Accounts templates – Trustees’ annual report for the period

October 2016

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Declarations

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

Signed on behalf of the charity’s trustees

----- Start of picture text -----
Signature(s)
Full name(s) John Francis Gillies Shields
Position (eg Secretary,
Chair, etc) Secretary
Date 25 September 2024
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Charity Accounts templates – Trustees’ annual report for the period

October 2016

ELEPHANT CHARGE UK

ELEPHANT CHARGE UK

FINANCIAL REPORT For the year ending 31 December 2024

Registered Charity 1203341

ELEPHANT CHARGE UK

Charity Information

Trustees: Martin Clemensson (Chair) John Shields (Secretary) Edward Thorpe (Treasurer) Jo Pope Peter Castle Rosie Churcher 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 1 January 2024 to 31 December 2024

The Treasurer presents his report for Elephant Charge UK (the ‘Charity’) for the period 1 January 2024 to 31 December 2024.

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 2024, the Charity registered surplus funds of £5,372.65, of which £4,000 is restricted for onward payment to Elephant Charge Zambia. Income for the period was £38,772.43.

Expenditure

All Charity expenditure has been fully accounted for in the period. Disbursements of restricted funds totalling £30,357.87 have been made to Elephant Charge Zambia in accordance with the Charity’s funding and expenditure policy with further payments to be made in the near future.

Going Concern

The Charity shows surplus funds of £5,372.65 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 GBP bank account at Metro Bank had a balance of £4,377.90 at the end of the period. The Charity USD bank account at Metro Bank had a balance of $1,590.95 (£994.75) at the end of the period.

The Charity account held at Paypal had a balance of £0.00 at the end of the period.

N.B. Fluctuating exchange rates have been used for USD conversion to GBP throughout the year and are shown on the cashflow report.

ELEPHANT CHARGE UK

Statement of Comprehensive Income

For the period ended 31 December 2024

	31 December 2024
	£
Administrative Expenses	(3,042)
Disbursements to EC Zambia	(30,358)
Income	38,772
	____
Surplus/Deficit	5,372
Further Costs	-
	_____
Surplus Funds	5,372
	_____

CASH AND CASH EQUIVALENTS

Cash and cash equivalents consist of cash in hand and balances with banks.

	31 December 2024
	£
Cash held at Metro GBP	4,378
Cash held at Metro USD ($4,687)	994
Cash held at Paypal	-
	______
	5,372
	______

ELEPHANT CHARGE UK

Profit and Loss Account (see note 1)

For the period 1 January 2024 to 31 December 2024

	£
Subscription Fees	-
Administrative Costs	(2,847)
Bank Charges	(195)
Disbursements EC Zambia	(30,358)
Income (see note 2)	38,772
	_____
	5,372
	===========

ELEPHANT CHARGE UK

Note 1

PROFIT AND LOSS

The categories are further explained below:

Subscription Fees Subscription to Fundraising Regulator Administrative Costs Postage, website development and video production 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, Just Giving and team fundraising

Note 2

INCOME

Income represents Charity income through donations, grants, Just Giving and team fundraising

31 December 2024 £ Donations 4,416 Just Giving 1,402 Team Fundraising 32,941 Bank Charge Refund 13 _____

38,772

_____

Independent exarniner's report on the accounts Section A Independent Examinerfs Report Report to the Irustees Elephant Charge UK On accounts for the year ended 3111212024 Charity no {if any) 1203341 Set out on pages I report to the trustees on my examination of the accounts of the above charity ('the Trust.) for the year ended 31 Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 {"the Acri. I report in respect of my examination of the Trust's accounts carried out under section 145 of Ihe 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5){b) of the Act. Independent I examiner's statement URd8rtak￿4e-exe￿￿y-￿effig-8-qy81thed¥xeMbef-Qfr[In$ethnffle-of appl￿ble4￿d4)@dylj-&elele-PFrf-￿Ot-pp1￿b1tr. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination {ot14er444eA4h8t digel0ged-belo￿) which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charities Act- or the accounts did not accord with the accounting records,. or the accounts did not comply wlh the applicable requirements oncerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that Ihe accounts give a Irue and fair, view which is not a matter onsidered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. e delele Ihe words in Ihe brackets if they do not apply. Signed: Date: "LOL Name: PAUL JOHN WHITMORE Relevant professional qualification{s) or body ASSOCIATION OF CHARTERED CERTIFIED ACCOUNTANTS IER Oct 2018

Address: 74 BRETh YOUNG CLOSE HALESOWEN, WEST MIDLANDS. B63 3BJ. Section B Disclosure Only complete If the examiner needs to highlight material mallers of concern (see CC32, Independent examination of charity accounts.. direclions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER Oct 2018