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2024-09-09-accounts

REGISTERED COMPANY NUMBER: CE032871 (England and Wales) REGISTERED CHARITY NUMBER: 1203851

Report of the Trustees and

Unaudited Financial Statements for the Period 5 July 2023 to 9 September 2024

for

Broken Planet Foundation CIO

Clay GBP Limited 2nd Floor 60-66 Wardour Street London W1F 0TA

Broken Planet Foundation CIO

Contents of the Financial Statements for the Period 5 July 2023 to 9 September 2024

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Page
Reference and Administrative Details 1
Report of the Trustees 2
Independent Examiner's Report 3
Statement of Financial Activities 4
Balance Sheet 5
Notes to the Financial Statements 6 to 7
Detailed Statement of Financial Activities 8
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Broken Planet Foundation CIO

Reference and Administrative Details for the Period 5 July 2023 to 9 September 2024

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TRUSTEES L Zvikas
I Narbutaite
R Pumputyte
REGISTERED OFFICE Unit 3
13 Rothbury Road
London
E9 5HA
REGISTERED COMPANY NUMBER CE032871 (England and Wales)
REGISTERED CHARITY NUMBER 1203851
INDEPENDENT EXAMINER Clay GBP Limited
2nd Floor
60-66 Wardour Street
London
W1F 0TA
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Page 1

Broken Planet Foundation CIO

Report of the Trustees for the Period 5 July 2023 to 9 September 2024

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the period 5 July 2023 to 9 September 2024. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

INCORPORATION

The charitable company was incorporated on 5 July 2023.

OBJECTIVES AND ACTIVITIES

The charitable incorporated organisation's objectives are to support micro-community projects in climate risk regions around the world for public benefit, with a strong focus on Africa and Asia.

The CIO will provide grants, items and services to individuals or organisations working to protect the natural environment prone to the climate emergency, with an exclusive focus on deforestation and pollution.

During the accounting period Broken Planet Foundation CIO collaborated with Coral Vita, an organisation with a focus on coral reef restoration to address the ocean crisis. The partnership supports reef restoration projects, particularly in the Bahamas, aiming to restore degraded reefs and protect vital marine ecosystems.

FINANCIAL REVIEW

The trustees have a reasonable expectation that the charity will continue in existence for the foreseeable future and have, therefore, used the going concern basis in preparing the financial statements.

The charity is dependent upon donations from members of the general public and business associates.

Total income during the period was £81,000. This was from Broken Planet Market Ltd donations. Total expenditure during the period was £80,571; with £78,989 being spent on sustainability projects.

FUTURE PLANS

The charity adopts a cautious and sustainable expenditure policy to support activities in pursuit of it's objectives.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Nature of governing document

The charity is a charitable incorporated organisation and is governed by its constitution.

Recruitment and appointment of new trustees

Trustees are appointed by the existing trustees. The constitution requires the charity to have a minimum of three trustees.

Organisational structure

The trustees meet when required and make all decisions for the charity. Decisions may also be made in writing or in electronic form with the agreement of the majority of the trustees.

Approved by order of the board of trustees on ............................................. and signed on its behalf by:

................................................................................. R Pumputyte - Trustee

Page 2

Independent Examiner's Report to the Trustees of Broken Planet Foundation CIO

Independent examiner's report to the trustees of Broken Planet Foundation CIO ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the period 5 July 2023 to 9 September 2024.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under Section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under Section 145(5) (b) of the 2011 Act.

Independent examiner's statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements of Section 396 of the 2006 Act other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).

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.

James Plumbly FCA

Clay GBP Limited 2nd Floor 60-66 Wardour Street London W1F 0TA

Date: .............................................

Page 3

Broken Planet Foundation CIO

Statement of Financial Activities for the Period 5 July 2023 to 9 September 2024

Notes
INCOME AND ENDOWMENTS FROM
Donations and legacies
Unrestricted
fund
£
81,000
EXPENDITURE ON
Charitable activities
Sustainability projects - Coral
Other
78,988
1,583
Total 80,571
NET INCOME 429
TOTAL FUNDS CARRIED FORWARD 429

The notes form part of these financial statements

Page 4

Broken Planet Foundation CIO

Balance Sheet

9 September 2024

Unrestricted
fund
Notes
£
CURRENT ASSETS
Cash at bank
3
1,929
CREDITORS
Amounts falling due within one year
4
(1,500)
NET CURRENT ASSETS
429
TOTAL ASSETS LESS CURRENT LIABILITIES
429
NET ASSETS
429
FUNDS
5
Unrestricted funds
429
TOTAL FUNDS
429

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the period ended 9 September 2024.

The members have not required the company to obtain an audit of its financial statements for the period ended 9 September 2024 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

(a) ensuring that the charitable company keeps accounting records that comply with Sections 386 and 387 of the Companies Act 2006 and

(b) preparing financial statements which give a true and fair view of the state of affairs of the charitable company as at the end of each financial year and of its surplus or deficit for each financial year in accordance with the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far as applicable to the charitable company.

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on ............................................. and were signed on its behalf by:

.............................................

R Pumputyte - Trustee

The notes form part of these financial statements

Page 5

Broken Planet Foundation CIO

Notes to the Financial Statements for the Period 5 July 2023 to 9 September 2024

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Going concern

The trustees consider that there are no material uncertainties about the charitable company's ability to continue as a going concern. The trustees do not consider that there are any sources of estimation uncertainty at the reporting date that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next reporting period.

2. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the period ended 9 September 2024.

Trustees' expenses

There were no trustees' expenses paid for the period ended 9 September 2024.

continued...

Page 6

Broken Planet Foundation CIO

Notes to the Financial Statements - continued

for the Period 5 July 2023 to 9 September 2024

3. CASH AT BANK

CASH AT BANK
Bank account no. 1 Total
funds
£
1,929
Total 1,929
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Accruals and deferred income
£
1,500
MOVEMENT IN FUNDS
Unrestricted funds
General fund
Net
movement
in funds
£
429
At
9/9/24
£
429
TOTAL FUNDS 429 429
Net movement in funds, included in the above are as follows:
Unrestricted funds
General fund
Incoming
resources
£
81,000
Resources
expended
£
(80,571)
Movement
in funds
£
429
TOTAL FUNDS 81,000 (80,571) 429

4. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

5. MOVEMENT IN FUNDS

6. RELATED PARTY DISCLOSURES

During the accounting period ending 30 September 2024 £81,000 was received from Broken Planet Market Ltd, a company which I Narbutaite and L Zvikas are shareholders.

Page 7

Broken Planet Foundation CIO

Detailed Statement of Financial Activities for the Period 5 July 2023 to 9 September 2024

INCOME AND ENDOWMENTS
Donations and legacies
Donations
Total incoming resources
EXPENDITURE
Charitable activities
Sustainability projects
Support costs
Finance
Bank charges
Governance costs
Accountancy and legal fees
Total resources expended
Net income
£
81,000
81,000
78,989
82
1,500
80,571
429

This page does not form part of the statutory financial statements

Page 8