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2022-12-31-accounts

Annual Report and Financial Statements

Year Ended 31 December 2022

Charity Number 327858

The Jane Goodall Institute (UK) Report and financial statements for the year ended 31 December 2022

Contents

Page:

20 Independent examiner's report

22 Balance sheet

2

The Jane Goodall Institute (UK) Reference and administrative information for the year ended 31 December 2022

Trustees

The Trustees at the date of this report are given below. Where the Trustee has not served throughout the financial year the date of appointment has been given:

Date of Date of Appointment Resignation

Dr Jane Goodall DBE, Founder, the Jane Goodall Institute & UN Messenger of Peace Mary Lewis - Dr. Goodall’s representative - Chair Dr Roger Wood 25 April 2022 Rosemary Reed 24 March 2023

Chief Executive Officer

Corinna McShane, MSc, FRGS, FRSA

Registered Charity Number

327858

Principal Office

Suite 2, M Shed, The Shipyard, Lymington, Hampshire SO41 3YL

Banker

National Westminster Bank Plc, 1 Princes Street, London, EC2R 8ZA

Independent Examiner

Price Bailey Chartered Accountants, 8[th] Floor Dashwood House, 69 Old Broad Street, London, EC2M 1QS

3

The Jane Goodall Institute (UK) Trustees' annual report for the year ended 31 December 2022

The Trustees are pleased to present their report together with the financial statements of The Jane Goodall Institute (UK) (“the Institute”) for the year ended 31 December 2022.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Constitution and Governance

The Institute is a registered charity in England and Wales (Number 327858), an unincorporated association regulated by a declaration of trust dated 25 May 1988. Investment powers are limited to those available under charity legislation. The power of appointing new and additional Trustees is vested in the continuing Trustees.

The Institute is one of a network of international Jane Goodall Institutes (“JGIs”) in 25 countries throughout Africa, the Americas, Asia and Europe - separate organisations working together to advance Dr Goodall’s vision of a better future for people, other animals and the planet we share.

The Board of Trustees is the governing body of the organisation and has legal and financial responsibility for the charity. The Board determines strategic direction, with operational leadership of the charity delegated to the Chief Executive Officer (CEO), Corinna McShane. The CEO leads the development and implementation of the Institute’s long/medium-term strategy and annual business plans in accordance with the strategic direction and policy framework agreed by the Trustees.

Trustee induction, training, and remuneration

On recruitment new Trustees hold calls or meetings with key individuals in the organization and are directed towards the applicable Charity Commission guidance on their legal role and responsibilities. The trustees recognize the current need for additional trustees and plan to recruit new Trustees in line with identified skills needs (a new Trustee was appointed in early 2023 to support with income generation). All Trustees give their time freely and no Trustee remuneration was paid in the year.

Risks and mitigations

Trustees have considered the major risks faced by the Charity and have examined key controls over financial and operational systems and other business risks which the Charity faces and confirm that systems are in place to mitigate the significant risks. The Trustees have identified income generation as being the principal risk facing the charity, compounded by the current UK cost of living crisis. The trustees aim to mitigate this risk through the continued roll out of the 2022-2024 Strategic Roadmap which focuses on further strengthening the Institute’s internal foundations; increasing income diversity; partnering with organisations who share the Charity’s commitment to conservation and sustainability and by developing initiatives to raise awareness of the charity and its impact to new potential supporters and donors.

Principal Objectives

We refer to the guidance contained in the Charity Commission's guidance on public benefit when reviewing our aims and objectives and in planning our future activities. In particular, the Trustees consider how planned activities will contribute to the aims and objectives they have set and as agreed within the 2022-2024 Strategic Roadmap, which aims to take the charity on a new journey of growth and to increase focus/support for JGI projects in Africa.

The purpose of the Institute as specified in the Trust Deed is : “The advancement of education for the public benefit of supporting study of and research into wildlife and into conservation of wildlife in any part of the world and the dissemination to the public of the result of such study and research.” The Institute supports the delivery of a range of programmes both directly and indirectly through grants made to other Jane Goodall Institutes in Africa, in particular to:

4

The Jane Goodall Institute (UK) Trustees' annual report for the year ended 31 December 2022 (continued)

Dr Jane Goodall, DBE and UN Messenger of Peace

We remain honoured that Dr Jane Goodall continues to be a member of the Board of Trustees since the charity was founded in 1988. Dr Goodall is a world-renowned ethologist and conservationist inspiring greater understanding and action on behalf of the natural world.

Dr Goodall is known for her ground-breaking studies of wild chimpanzees in Gombe Stream National Park, Tanzania, which forever changed our understanding of our relationship to the rest of the animal kingdom. Dr Goodall’s work builds on scientific innovations, growing a lifetime of advocacy including trailblazing efforts through the Jane Goodall Institute which has Institutes in 25 countries advancing community-led conservation, animal welfare, conservation science, and youth empowerment. Dr Goodall is growing the next generation of compassionate changemakers through the “Jane Goodall’s Roots & Shoots” environmental and humanitarian youth programme, now active in over 65 countries.

In 2021 Dr Goodall was the recipient of the prestigious Templeton Prize which honours individuals whose exemplary achievements harness the power of the sciences to explore the deepest questions of the universe and humankind’s place and purpose within it. Due to pandemic restrictions, the presentation of the prize by the US based The John Templeton Foundation took place this year and the Institute was pleased to support delivery of the award event at the Natural History Museum in May 2022.

In 2022 Dr Goodall was humbled to be awarded the Stephen Hawking Medal for Science Communication at the sixth Starmus Festival, presented in London in November 2022. Dr Goodall was also thrilled to be named 'Queen of the Jungle' by the Oldie of the Year Awards celebrating the best of the older generation.

During the year, two product partnerships developed by our sister organisation, the Jane Goodall Institute USA, were available to purchase worldwide including within the UK. Dr Goodall was honoured to be portrayed as a Barbie doll, the first in their Inspiring Women Series to be made from recycled materials. Dr Goodall was also delighted to be portrayed as a Lego figure person released on International Women’s Day in 2022 - the first Lego tribute collector’s set to feature a living featuring several elements made from plant-based plastic, produced using sustainably sourced sugarcane.

5

The Jane Goodall Institute (UK) Trustees' annual report for the year ended 31 December 2022 (continued)

ACHIEVEMENTS AND PERFORMANCE

KEY ACHIEVEMENTS

With the arrival of our new CEO in May 2021, as detailed in last year’s “Plans for Future Periods” work has continued internally during 2022 to streamline existing/establish new internal processes and to take the charity on a new journey of growth. As such during the year we embarked on a range of exciting new initiatives (all proudly developed and designed in house) that effectively relaunched the charity. Further detailed is provided throughout this report but in summary:

The charity’s relaunch was celebrated at a sell-out event with Dr Goodall (‘ An Evening of Hope ’) at the prestigious Royal Geographical Society on November 30 2022.

In recent years, the priority focus for the Institute had been on delivering our environmental and humanitarian programme for young people, “ Jane Goodall’s Roots & Shoots” (Roots & Shoots) in the UK and the UAE and supporting the JGI Tchimpounga sanctuary through our Chimp Guardian programme. The Institute now has an increased focus on supporting JGI projects in Africa and as detailed on following pages we are thrilled to be helping animals, people and the environment in many different ways - from protecting wild chimpanzees in Senegal , supporting girls to stay on at school in rural Uganda, supporting JGI sanctuaries for rescued chimps in South Africa and the Republic of Congo and through the DP World funding, developing Roots & Shoots across Africa and around the world.

The team at the Institute is small in comparison to many other UK conservation/environmental charities (with just 4.8 FTE in post during 2022) but it punches above its weight in terms of the scope and impact of its activities. All members of the team are home based primarily in London, with a small administration office run by our Office Administrator in Lymington, Hampshire. Staff salaries are set in line with wider sector knowledge and experience.

The Board would like to thank our staff team for their continued dedication to the charity and our Chimp Guardians, donors and supporters for their on-going support which is greatly appreciated.

6

The Jane Goodall Institute (UK) Trustees' annual report for the year ended 31 December 2022 (continued)

FUNDRAISING

The Institute does not receive any government income and relies on the kind generosity of individuals and companies to fund its work. The Institute’s staff team seek support from individuals, companies and charitable trusts whenever possible, as it is without any full-time fundraising team resource. As detailed on page 4 the Trustees have identified income generation as being the principal risk facing the charity, compounded by the current UK cost of living crisis

The charity understands its duty to protect the public, including vulnerable people, from unreasonably intrusive or persistent fundraising approaches and undue pressure to donate. During the year the charity did not receive any complaints in relation to its fundraising practices. (In early 2023, the Institute was proud to register with the ‘Fundraising Regulator’, the independent regulator of charitable fundraising. Being registered means we are committed to its Fundraising Promise which outlines our commitment to donors and the public).

Our new website significantly streamlined online donation and Gift Aid procedures, improving the donor journey and reducing internal processing time. A temporary Fundraising Assistant was employed for a three-month period to deliver a substantial redevelopment of our supporter database and to support the delivery of our new sustainable clothing range. During the year the charity received income from a range of sources:

7

The Jane Goodall Institute (UK) Trustees' annual report for the year ended 31 December 2022 (continued)

8

The Jane Goodall Institute (UK) Trustees' annual report for the year ended 31 December 2022 (continued)

SUPPORTED PROGRAMMES

As detailed on page 5, the Institute supports the delivery of a range of programmes delivered directly and indirectly via grants to other Jane Goodall Institutes in Africa, to benefit people, animals and the environment in the UK, Africa and around the world as follows:

SUPPORTING COMMUNITY CONSERVATION AND JGI SANCTUARIES FOR ORPHAN CHIMPANZEES IN AFRICA

In recent years, the priority focus for the Institute had been on delivering our environmental and humanitarian programme for young people, “ Jane Goodall’s Roots & Shoots” in the UK and the UAE and supporting the JGI Tchimpounga sanctuary through our Chimp Guardian programme. Other JGI projects in Africa were also supported financially when possible, on an ad-hoc basis.

The Institute’s new CEO joined in May 2021 with a remit from Dr Goodall and the Board to take the charity on a new journey of growth and to increase focus and support for JGI projects in Africa. As such as detailed in last year’s report, Senegal and the Chimp Eden Sanctuary in South Africa were identified by the Board of Trustees as priority support areas to support in 2021 and beyond. In July 2022, the Institute expanded its support to also include supporting a long-standing JGI project focused on supporting girls to stay on at school in rural Uganda. Throughout the year the Institute has shared news of the projects it supports in Senegal, South Africa and Uganda with supporters via social media and its Hope Times newsletter.

During 2022, the Institute was proud to support the following programmes and activity in Africa, totaling £80,854 (2021, £89,892) in financial support (in addition as detailed on page 11, a further £25,000 from DP World funding in 2022 supported the development of Roots & Shoots across Africa and in January 2023 the Institute donated £4,000 from funds raised via its Chimp Guardian programme in 2022):

Senegal: helping to protect the Critically Endangered Western chimpanzee in Senegal and reversing deforestation through community led initiatives.

South Africa: supporting the JGI Chimp Eden sanctuary for rescued chimps

9

The Jane Goodall Institute (UK) Trustees' annual report for the year ended 31 December 2022 (continued)

Republic of Congo : the JGI Tchimpounga Chimpanzee Rehabilitation Centre

Uganda: reducing school drop-out rates for girls in rural areas

10

The Jane Goodall Institute (UK) Trustees' annual report for the year ended 31 December 2022 (continued)

SUPPORTING THE GROWTH OF “JANE GOODALL’S ROOTS & SHOOTS” IN AFRICA

11

The Jane Goodall Institute (UK) Trustees' annual report for the year ended 31 December 2022 (continued)

DEVELOPING COMPASSIONATE YOUNG CHANGE MAKERS IN THE UK AND UAE THROUGH OUR FREE ENVIRONMENTAL AND HUMANITARIAN PROGRAMME, “JANE GOODALL’s ROOTS & SHOOTS”

Jane Goodall’s Roots & Shoots (Roots & Shoots) is a worldwide movement across more than 65 countries empowering young people to deliver meaningful positive impact in their local communities. In 2021, the Roots & Shoots programme had more than 10,000 groups around the world involving more than one million people.

Roots & Shoots is one of the Institute’s core programmes which we directly deliver in the UK and the UAE.

The programme empowers young people of all ages (and an increasing number of adults) to become involved in hands on projects to benefit their local community, animals (including domestic animals) and the environment, leading them to become better, more informed global citizens.

During the year the Roots & Shoots team in the UK was restructured with a view to increasing staff resources to help the programme grow. Jasmina Georgovska (previous Executive Assistant for the Roots & Shoots Executive Director) was promoted to Schools Liaison Officer and Claire Quarendon’s role as Office Administrator for the Jane Goodall Institute UK was amended to include administrative support for Roots & Shoots. Alongside this, investment into increased marketing and promotion took place, including the development of a colourful new guide to Roots & Shoots which was issued electronically to potential new schools in the UK in November. It is very pleasing to see that this publication has been successful in encouraging new school sign-ups in 2023.

By the end of 2022, 1515 schools and colleges were registered members of Roots & Shoots in the UK, with a further 150 school members in the UAE.

Through participation in group activities at schools, colleges, universities and in the wider community, the programme also helps young people develop transferable skills including relationship building, teamwork, leadership, communication, planning and lifeskills such as respect, confidence and compassion. As a result, young people are more aware, better informed and more proactive in their influence on their environment through involvement with the programme.

12

The Jane Goodall Institute (UK) Trustees' annual report for the year ended 31 December 2022 (continued)

New resources

The “Jane Goodall’s Roots & Shoots” programme provides a wide range of free resources that can be downloaded from our website and carried out either as individual or group activities within schools and other settings.

During 2022 the following resources were produced kindly sponsored by DP World as part of their support as detailed on page 8. In addition to producing these resources for our own Roots & Shoots programmes in the UK and the UAE, we were also delighted to translate them into seven other languages (Arabic, French, German, Hindi, Mandarin, Spanish, Swahili) for use by other Roots & Shoots groups around the world

The Twinning Programme

A number of Roots & Shoots schools across the UK and UAE were selected to take part in the Twinning programme where schools share their projects, culture, ideas and resources with one another, across the Ocean. Special attention is paid to pairing respective schools to most effectively match their age, circumstances, projects and locations.

Roots & Shoots Partnerships

The Institute is grateful for the support of the following key long standing partners that support Roots & Shoots:

Smaller partnerships have included Leicester Council who have assisted with getting local schools involved with Roots & Shoots; Andover Trees United who have brought together local government and community organisations for tree planting projects as well as celebrating the annual global Roots & Shoots Peace Day on September 21 (Dr. Goodall was appointed a UN Messenger of Peace by the late UN Secretary General Kofi Annan in 2002 and each year we honour the UN Day of Peace on 2lst September); Beyond Cop 21 has provided a platform to give presentations at key events and host an exhibition stand; Liberty Arts Yorkshire/ STEM Theatre in a Box has produced an educational theatre box, featuring Dr Jane Goodall as the main character and hence promoting Roots & Shoots through theatre in local schools which has proved extremely popular and soon to be expanded to other boroughs.

13

The Jane Goodall Institute (UK) Trustees' annual report for the year ended 31 December 2022 (continued)

SUPPORTING THE GROWTH OF “JANE GOODALL’S ROOTS & SHOOTS” AROUND THE WORLD

o Germany – 2021 grant o Italy – 2022 grant o Spain – 2021 grant o South Korea – 2022 grant

RAISING AWARENESS IN THE UK OF ISSUES SUCH WILDLIFE TRAFFICKING AND SHARING NEWS ABOUT ONGOING JGI SCIENTIFIC RESEARCH INTO WILD CHIMPS IN GOMBE.

There are 25 Jane Goodall Institutes (JGIs) around the world working together to advance Dr Goodall’s vision of a better future for people, other animals and the planet we share. In 2019, JGIs around the world joined forces to launch our first global campaign – Forever Wild , aiming at tackling the irresponsible portrayals of chimpanzees on social media. During 2022, the Institute continued to raised awareness of this campaign via a dedicated new website page, updates in the Hope Times newsletter and social media posts. Each year the Institute also celebrates two very special days linked to Dr Goodall’s work and role as a UN Messenger of Peace – World Chimpanzee (July 14) and World Peace Day (September 21), with a particular focus on engaging & Shoots members in the UK and UAE.

Trophy hunting is an issue very close to the hearts of our supporters. According to WWF's Living Planet Report 2022, there has been a shocking 69% average decline in globally monitored populations of vertebrates (mammals, birds, amphibians, reptiles and fish) since 1970. Species most popular with British trophy hunters, such as lions, elephants and rhinos are among those experiencing some of the greatest declines. In November 2021, Dr Goodall addressed MPs and Lords at a 'Ban Trophy Hunting' event in Parliament in support of The Hunting Trophies (Import Prohibition) Bill , prohibiting the import of hunting trophies into Great Britain. In January 2022 Dr Goodall was interviewed by Channel 4 news regarding her support for the ban and throughout the year the Institute shared news of the Bill with its supporters. (We are delighted that the Bill put forward by MP Henry Smith, was approved by MPs on March 17th! The Bill has now moved to the House of Lords, where it will be debated, voted on and hopefully pass into law).

The Institute is also proud to share news throughout the year with supporters and the wider public about the chimpanzee families and on-going JGI scientific research into wild chimps in Gombe National Park, Tanzania. This work was started by Dr Goodall in 1960 and continues to this day as the longest running wild chimpanzee study in the world.

14

The Jane Goodall Institute (UK) Trustees' annual report for the year ended 31 December 2022 (continued)

PROFILE RAISING

Despite the Institute lacking dedicated marketing or communications staff (or agency support) its new CEO brought much expertise in this area, so a significant amount of progress was made in 2021. Reflecting the Board’s acknowledgement that raising awareness and increasing engagement is one of the keys to growth, the organisation was delighted to use unrestricted funds from the DP World funding to recruit its first ever Marketing & Communications Officer in January 2022 – much progress has been made during the year to further develop our social media presence and increase our follower numbers.

The final quarter of 2021 was dominated in a very positive way by the launch of Dr Goodall’s new book in October - “The Book of Hope: A Survival Guide for Trying Times”. The CEO worked very closely with the Office of the Founder and publishers to support delivery of the largest UK media campaign ever generated for any of Dr Goodall’s many books. An immense amount of coverage was generated during this period, significantly helping to increase awareness of Dr Goodall and the charity in the UK. During 2022 this momentum was continued with a range of high-profile media activity involving Dr Goodall including:

15

The Jane Goodall Institute (UK) Trustees' annual report for the year ended 31 December 2022 (continued)

PLANS FOR FUTURE PERIODS - 2023

In line with the Institute’s strategic roadmap for 2022-2024, activity will be based around the following main areas in 2023

Strengthening the foundations for increased growth

Income Generation

Supporting community conservation and JGI sanctuaries for orphan chimpanzees in Africa

Supporting the growth of Roots & Shoots in Africa

16

The Jane Goodall Institute (UK) Trustees' annual report for the year ended 31 December 2022 (continued)

Delivering “Jane Goodall’s Roots & Shoots” in the UK and the UAE

Supporting the growth of “Jane Goodall’s Roots & Shoots” around the world

Raising awareness in the UK of issues such wildlife trafficking and sharing news about the chimpanzee families and on-going JGI scientific research into wild chimps in Gombe.

Awareness Raising for Dr. Jane Goodall, DBE and the Jane Goodall Institute UK

17

FINANCIAL REVIEW

Once again, we have seen a pleasing uplift in our 2022 income compared to the previous year, with £762,378 versus £594,365 in 2021. This increase is largely due to the very successful relaunch event held at the Royal Geographical Society in November 2022; corporate income and donations generated from online events & talks undertaken by Dr Goodall with UK based organisations during the year. During the year, the Institute gratefully received the second-year funding income from DP World of £250,000 (2021, £250,000).

The Trustees have continued to commit more of the Institute’s expenditure each year to charitable activities than is spent on its fundraising and overheads. The Institute continues to closely monitor expenditure and to minimise costs incurred other than those directly related to charitable activities. Expenditure on charitable activities for the year amounts to £429,297 (2021 - £386,083) and other expenditure to £81,299 (2021 - £44,284).

Overall expenditure totalled £510,596 (2021 - £430,367), resulting in a surplus for the year of £251,782 (2021£163,998 surplus), however a proportion relates to the residue of the funding income from DP World carried forward for spending in 2023.

The accumulated funds at 31 December 2022 amount to £636,561 (2021 - £384,779).

Reserves policy

It is the policy of the Institute to hold unrestricted funds, its free reserves, equivalent to between six- and twelvemonth’s unrestricted expenditure, so as to provide only such funds as are necessary to cover management and administration costs, both planned and unforeseen, and to cover project costs.

At the balance sheet date, the Institute held unrestricted funds of £612,689 (2021: £356,120). This represents 25 months of unrestricted expenditure at 2022 levels.

Trustees' responsibilities in relation to the financial statements

Law applicable to charities in England and Wales requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the charity's financial activities during the year and of its financial position at the end of the year. In preparing those financial statements, the Trustees are required to:

The Trustees are responsible for keeping accounting records which disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

This report has been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities (issued in October 2019).

The annual report on pages 4 to 18 was approved by the trustees, as a body, and signed on their behalf by:

mary lewis

Mary Lewis Mary Lewis (Oct 10, 2023, 10:11am) Trustee

Date:

18

The Jane Goodall Institute (UK) Independent examiner's report To the Trustees of The Jane Goodall Institute (UK)

I report to the trustees on my examination of the accounts of The Jane Goodall Institute (UK) (“the Institute”) for the year ended 31 December 2022, which are set out on pages 20 to 29.

This report is made solely to the charity trustees, as a body, in accordance with Regulation 31 of the Charities (Accounts and Reports) Regulations 2008. My work has been undertaken so that I might state to the charity’s trustees those matters I am required to state to them un and independent examiner’s report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the charity’s trustees as a body, for my work, for this report, or for the statement I have made.

Responsibilities and basis of report

As the charity trustees of the Institute, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the Institute’s accounts carried out under section 145 of the 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 Examiner's Statement

Since the Institute’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales, which is one of the list bodies. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe:

I have no concerns and 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.

Helena Wilkinson FCA DChA

Date: 11 October 2023

Tennyson House Cambridge Business Park Cambridge CB4 0WZ

19

The Jane Goodall Institute (UK) Statement of Financial Activities for the year ended 31 December 2022

Unrestricted Restricted Total Unrestricted Restricted Total
Notes funds funds 2022 funds funds 2021
£ £ £ £ £ £
Income from:
Donations and legacies 2 368,649 87,317 455,966 265,118 57,855 322,973
Charitable Activities 3 125,000 125,000 250,000 125,000 125,000 250,000
Other trading activities 4 55,524 - 55,524 20,867 500 21,367
Investments 888 - 888 25 - 25
__ __ ______ __ __ ______
Total income 550,061 212,317 762,378 411,010 183,355 594,365
__ __ ______ _ _ ______
Expenditure on:
Raising funds 6 75,350 5,949 81,299 43,211 1,073 44,284
Charitable activities 7 218,142 211,155 429,297 219,343 166,740 386,083
__ __ ______ __ __ ______
Total expenditure 293,492 217,104 510,596 262,554 167,813 430,367
__ __ ______ __ __ ______
Net Income/(Expenditure) 256,569 (4,787) 251,782 148,456 15,542 163,998
Transfers between funds - - - - - -
Net movement in funds for the year 256,569 (4,787) 251,782 148,456 15,542 163,998
Reconciliation of funds
Total funds brought forward 356,120 28,659 384,779 207,664 13,117 220,781
__ __ ______ _ ______ ______
Total funds carried forward 612,689
__		 23,872
__		 636,561
______		 356,120
__		 28,659
_		 384,779
______

The notes on pages 23 to 29 form part of these financial statements.

20

The Jane Goodall Institute (UK) Balance sheet at 31 December 2022

Charity number 327858
Note
2022
£
Fixed assets
Tangible assets
12
Current assets
Stock
13
11,242
Debtors
14
10,137
Cash at bank and in hand
654,230
__
675,609
Creditors: amounts falling due
within one year
15
42,067
__
Net current assets
Net assets
Funds
Restricted funds
16
Unrestricted funds
17
Total funds carried forward		 2022
£
3,019
633,542
__
636,561
_
23,872
612,689
__
636,561
_		 2021
£
11,454
7,290
389,556
__
408,300
27,215
__		 2021
£
3,694
381,085
__
384,779
_
28,659
356,120
__
384,779
_

The financial statements on pages 20 to 29 were approved by the Trustees, as a body, and signed on their behalf by:

mary lewis

Mary Lewis Mary Lewis (Oct 10, 2023, 10:11am) Trustee

Date:

The notes on pages 23 to 29 form part of these financial statements.

21

The Jane Goodall Institute (UK) Statement of Cash Flows

For the year ended 31 December 2022

Notes
2022
2021
(£)
(£)
Cash flow from operating activities
Net cash flow from operating activities (see below)
265,718
163,630
Cash flow from investing activities
Dividends, interest and rents from investments
888
25
Purchase of tangible assets
12
(1,932)
(2,081)
Change in cash and cash equivalents in the year
264,674
161,574
Cash and cash equivalents brought forward
389,556
227,982
Cash and cash equivalents carried forward
654,230
389,556
2022
(£)
2021
(£)
Reconciliation of net movement in funds to net cash flow from operating activities
Net income for the year as per Statement of Financial Activities
251,781
163,998
Adjustment for:
Depreciation charges
12
2,608
1,777
Dividends, interest and rents from investments
(888)
(25)
(Increase)/decrease in stock
13
212
(3,425)
(Increase)/decrease in debtors
14
(2,847)
5,887
Increase/(decrease) in creditors
15
14,852
(4,582)
Net cash used in operating activities
265,718
163,630
Analysis of changes in net debt
At 1 Jan 2022
Cashflows
At 31 Dec 2022
Cash and cash equivalents
Cash
389,556
264,674
654,230
Borrowings
Debt due within one year
(10,130)
-
(10,130)
Total
379,426
264,674
644,100		 Notes
2022
2021
(£)
(£)
Cash flow from operating activities
Net cash flow from operating activities (see below)
265,718
163,630
Cash flow from investing activities
Dividends, interest and rents from investments
888
25
Purchase of tangible assets
12
(1,932)
(2,081)
Change in cash and cash equivalents in the year
264,674
161,574
Cash and cash equivalents brought forward
389,556
227,982
Cash and cash equivalents carried forward
654,230
389,556
2022
(£)
2021
(£)
Reconciliation of net movement in funds to net cash flow from operating activities
Net income for the year as per Statement of Financial Activities
251,781
163,998
Adjustment for:
Depreciation charges
12
2,608
1,777
Dividends, interest and rents from investments
(888)
(25)
(Increase)/decrease in stock
13
212
(3,425)
(Increase)/decrease in debtors
14
(2,847)
5,887
Increase/(decrease) in creditors
15
14,852
(4,582)
Net cash used in operating activities
265,718
163,630
Analysis of changes in net debt
At 1 Jan 2022
Cashflows
At 31 Dec 2022
Cash and cash equivalents
Cash
389,556
264,674
654,230
Borrowings
Debt due within one year
(10,130)
-
(10,130)
Total
379,426
264,674
644,100		 Notes
2022
2021
(£)
(£)
Cash flow from operating activities
Net cash flow from operating activities (see below)
265,718
163,630
Cash flow from investing activities
Dividends, interest and rents from investments
888
25
Purchase of tangible assets
12
(1,932)
(2,081)
Change in cash and cash equivalents in the year
264,674
161,574
Cash and cash equivalents brought forward
389,556
227,982
Cash and cash equivalents carried forward
654,230
389,556
2022
(£)
2021
(£)
Reconciliation of net movement in funds to net cash flow from operating activities
Net income for the year as per Statement of Financial Activities
251,781
163,998
Adjustment for:
Depreciation charges
12
2,608
1,777
Dividends, interest and rents from investments
(888)
(25)
(Increase)/decrease in stock
13
212
(3,425)
(Increase)/decrease in debtors
14
(2,847)
5,887
Increase/(decrease) in creditors
15
14,852
(4,582)
Net cash used in operating activities
265,718
163,630
Analysis of changes in net debt
At 1 Jan 2022
Cashflows
At 31 Dec 2022
Cash and cash equivalents
Cash
389,556
264,674
654,230
Borrowings
Debt due within one year
(10,130)
-
(10,130)
Total
379,426
264,674
644,100
(10,130) -
(10,130)
379,426 264,674
644,100

22

The Jane Goodall Institute (UK) Notes forming part of the financial statements for the year ended 31 December 2022

1 Accounting policies

The principal accounting policies are set out below. The accounting policies have been adopted consistently throughout the year.

Basis of accounting

The financial statements have been prepared under the historical cost convention.

The reporting currency of the charity is £ and the accounts have been rounded to the nearest whole £.

The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by 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, the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and the Charities Act 2011.

The financial statements have been prepared to give us a “true and fair” view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a “true and fair view”. This departure has involved following Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014 rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from April 2005 which has since been withdrawn”.

The trust constitutes a public benefit entity as defined by FRS 102.

Going concern

In line with similar organisations, the charity relies on securing funding each year to meet its charitable expenditure. The Trustees have considered cash flow requirements for the period to the end of 2024 and believe the charity can meet its commitments for this period. Accordingly, the Trustees consider it appropriate to prepare the accounts on the going concern basis.

Funds employed

All funds employed must be expended in furtherance of the charitable objects of the Institute.

Unrestricted funds are funds which the Trustees are free to use for any purpose in the furtherance of the Charitable Objectives.

Restricted funds may only be used for the particular purpose where this is specified by the donors or when funds are raised for a particular purpose.

Designated funds represent amounts set aside by the Trustees for a particular purpose. They form part of the charity's unrestricted funds and may be reallocated.

The nature and purpose of each of the funds are set out in note 16.

23

The Jane Goodall Institute (UK) Notes forming part of the financial statements for the year ended 31 December 2022 (continued)

Income

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

Donations are typically recognised when received, being the point at which the three criteria for income recognition above are met. Income from grants is recognised when there is evidence of entitlement, receipt is probable and its amount can be measured reliably, unless it relates to a specific future period, in which case it is deferred.

In the event that a donation or grant is subject to conditions that require a level of performance before the charity is entitled to the funds, the income is not recognised until either those conditions are fully met, or the fulfilment of those conditions is wholly within the control of the charity, and it is probable that those conditions will be fulfilled in the reporting period.

Legacy gifts are recognised on a case-by-case basis following the granting of probate when the administrator/executor for the estate has communicated in writing both the amount and settlement date. In the event that the gift is in the form of an asset other than cash, or a financial asset traded on a recognised stock exchange, recognition is subject to the value of the gift being reliably measurable with a degree of reasonable accuracy and the title to the asset having been transferred to the charity.

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the bank.

Expenditure recognition

Expenditure is included on an accruals basis. Liabilities are recognised as soon as there is a legal or constructive obligation committing the Charity to that expenditure, it is probable that settlement will be required, and the amount of the obligation can be measured reliably.

Irrecoverable VAT is treated as part of the expense to which it relates.

Grants payable are charged in the year when the offer is conveyed to the recipient except in those cases where the offer is conditional, such grants being recognised when the conditions attached are fulfilled. Grants offered subject to conditions which have not been met at the year-end are noted as a commitment but not accrued as expenditure.

Support costs comprise management and administration costs for the running of the charity.

The rental charges of operating leases are taken to the Statement of Financial Activities as incurred.

Allocation of support and governance costs

Support costs and governance costs have been allocated between fundraising and charitable activities. Governance costs comprise all costs involving the public accountability of the charity and its compliance with regulation and good practice (these costs include costs related to the independent examiner and legal fees).

The Trustees have reviewed and updated in comparison to previous years, cost allocations for 2022 and used the following bases to allocate costs between Fundraising and Charitable Activities as follows:

24

The Jane Goodall Institute (UK) Notes forming part of the financial statements for the year ended 31 December 2022 (continued)

Charitable activities

Costs of charitable activities include grants made, direct costs of delivering projects and an apportionment of support and governance costs.

Fixed assets

Fixed assets are included in the balance sheet at their cost to the Institute until fully depreciated, when they are written off. Assets costing less than £50 are not capitalised. Depreciation is provided on a straight-line basis, over a period estimated to write off each asset over the term of its useful life.

Stock

Stock, which represents books and merchandise, is valued at the lower of cost and net realisable value.

Foreign currency

Foreign currency transactions of the Institute are translated at the rates ruling when they occurred. Foreign currency monetary assets and liabilities are translated at the rates ruling at the balance sheet dates. Any differences are taken to the profit and loss account.

Pensions

Contributions to the Institute’s defined contribution pension scheme are dealt with in the Statement of Financial Activities in the year in which they become payable. The assets of the scheme are held separately from those of the Institute in an independently administered fund.

Leased assets

Office rent is charged to the profit and loss account on a straight-line basis over the term of the lease.

25

The Jane Goodall Institute (UK) Notes forming part of the financial statements for the year ended 31 December 2022 (continued)

2 Income from donations and legacies

Unrestricted
Restricted
funds
funds
£
£
Membership subscriptions
3,666
887
Legacies
4,409
-
Donations
132,217
57,014
Donations in lieu of Speaker
Income
227,439
26,502
Guardianship programme
447
2,885
The Peak Society
471
29
_
_
Total
368,649
87,317
_
_
3
Income from charitable activities
Unrestricted
Restricted
funds
funds
£
£
Provision of services
125,000
125,000
_
_
Total
125,000
125,000
_
_
4
Income from other trading activities
Unrestricted
Restricted
funds
funds
£
£
Presentations and events
53,250
-
Proceeds of sale of books and
merchandise
2,274
-
_
_
Total
55,524
-
__
__
2022
£
4,553
4,409
185,148
253,941
3,332
500
_
455,966
_
2022
£
250,000
_
250,000
_
2022
£
53,250
2,274
__
55,524
_		 2021
£
5,051
81,811
169,513
62,814
2,284
1,500
_
322,973
_
2021
£
250,000
_
250,000
_
2021
£
19,255
2,112
__
21,367
__

26

The Jane Goodall Institute (UK) Notes forming part of the financial statements for the year ended 31 December 2022 (continued)

5 Support costs

The breakdown support costs of the charity and how these were allocated between fund raising and charitable activities is shown below.

These costs have been apportioned across the work of the charity on the basis disclosed in note 1 and allocated to each of the charity’s activities as set out in note 7b:

Raising
Funds
Charitable
Activities
Support Cost Allocation
£
£
Staff costs
25,560
76,756
Office and administration
4,260
12,793
Rent
1,732
5,201
Insurance
644
1,935
Consultancy Fees
-
-
Governance costs
-
5,170
______
__
Total
32,196
101,855
__
__
6
Expenditure on raising funds
Unrestricted
Restricted
Funds
Funds
£
£
Direct Fundraising Costs
Direct Staff Costs
33,895
-
Purchases of books and
merchandise for resale
1,036
-
Presentations and events
13,863
-
Other fundraising costs
243
65
Support cost allocation
(note 5)
26,312
5,884
__
__
Total
75,349
5,949
__
______		 Total
Raising Funds
2022
£
£
102,316
8,392
17,053
4,165
6,933
1,492
2,579
566
-
11,367
5,170
-
______
______
134,051
25,982
__
_
Total
Unrestricted
2022
Funds
£
£
33,895
12,800
1,036
955
13,864
2,108
308
1,366
32,196
25,982
__
__
81,298
43,211
_
______		 Charitable
Activities
Total
2021
£
£
50,962
59,354
14,485
18,650
5,190
6,682
1,967
2,533
-
11,367
15,849
15,849
__
______
88,453
114,435
__
__
Restricted
Total
Funds
2021
£
£
-
12,800
-
955
-
2,108
1,073
2,439
-
25,982
__
_____
1,073
44,284
__
___

27

The Jane Goodall Institute (UK) Notes forming part of the financial statements for the year ended 31 December 2022 (continued)

7a
Expenditure on charitable activities		 2021
£
99,983
34,821
13,881
148,945
88,453
______
386,083
__


Unrestricted
Funds
£
Direct Costs
Direct Staff Costs
12,750
Direct Activities Undertaken
67,306
Direct support Costs
517
Grant Funding of Activities
56,075
Support Costs allocation
(See note 5)
81,494
_
Total
218,142
__		 Restricted
Funds
£
102,628
926
7,490
79,750
20,361
_
211,155
__		 2022
£
115,378
68,232
8,007
135,825
101,855
______
429,297
__		 Unrestricted
Restricted
Funds
Funds
£
£
90,734
9,249
2,651
32,170
-
13,881
59,280
89,665
66,678
21,775
_
_
219,343
166,740
___
__

7b Expenditure on charitable activities – By Programme

The charitable activities of the organization include:

Unrestricted
Restricted
funds
funds
2022
£
£
£
Africa Community Conservation & Chimp Sanctuaries
Grant Funding of Activities
56,075
10,824
66,899
Direct Staff Costs
2,926
-
2,926
Direct Activities Undertaken
-
-
-
Allocated Support Costs
8,824
2,205
11,029
Total
67,825
13,029
80,854
Roots & Shoots UK & UAE
Direct Staff Costs
-
102,628
102,628
Direct Activities Undertaken
67,306
926
68,232
Direct Support Costs
517
7,491
8,008
Grant Funding of Activities
-
176
176
Allocated Support Costs
31,145
7,782
38,927
Total
98,968
119,003
217,971
Roots & Shoots International Growth
Grant Funding of Activities
-
68,750
68,750
Allocated Support Costs
7,786
1,945
9,731
Total
7,786
70,695
78,481*		 Unrestricted
Restricted
funds
funds
2022
£
£
£
Africa Community Conservation & Chimp Sanctuaries
Grant Funding of Activities
56,075
10,824
66,899
Direct Staff Costs
2,926
-
2,926
Direct Activities Undertaken
-
-
-
Allocated Support Costs
8,824
2,205
11,029
Total
67,825
13,029
80,854
Roots & Shoots UK & UAE
Direct Staff Costs
-
102,628
102,628
Direct Activities Undertaken
67,306
926
68,232
Direct Support Costs
517
7,491
8,008
Grant Funding of Activities
-
176
176
Allocated Support Costs
31,145
7,782
38,927
Total
98,968
119,003
217,971
Roots & Shoots International Growth
Grant Funding of Activities
-
68,750
68,750
Allocated Support Costs
7,786
1,945
9,731
Total
7,786
70,695
78,481*		 Unrestricted
Restricted
funds
funds
2022
£
£
£
Africa Community Conservation & Chimp Sanctuaries
Grant Funding of Activities
56,075
10,824
66,899
Direct Staff Costs
2,926
-
2,926
Direct Activities Undertaken
-
-
-
Allocated Support Costs
8,824
2,205
11,029
Total
67,825
13,029
80,854
Roots & Shoots UK & UAE
Direct Staff Costs
-
102,628
102,628
Direct Activities Undertaken
67,306
926
68,232
Direct Support Costs
517
7,491
8,008
Grant Funding of Activities
-
176
176
Allocated Support Costs
31,145
7,782
38,927
Total
98,968
119,003
217,971
Roots & Shoots International Growth
Grant Funding of Activities
-
68,750
68,750
Allocated Support Costs
7,786
1,945
9,731
Total
7,786
70,695
78,481*		 Unrestricted
Restricted
Funds
Funds
2021
£
£
£
56,075
10,824
66,899
2,926
-
2,926
-
-
-
8,824
2,205
11,029		 59,280
20,915
80,195
1,236
-
1,236
1,242
-
1,242
7,219
-
7,219
67,825
13,029
80,854		 68,977
20,915
89,892
-
102,628
102,628
67,306
926
68,232
517
7,491
8,008
-
176
176
31,145
7,782
38,927		 84,863
9,249
94,112
-
32,170
32,170
-
13,881
13,881
-
-
-
25,482
16,254
41,736
98,968
119,003
217,971		 110,345
71,554
181,899
Growth
-
68,750
68,750
7,786
1,945
9,731
7,786
70,695
78,481*
-
68,750
68,750
7,786
1,945
9,731		 -
68,750
68,750
6,371
5,521
11,892
7,786
70,695
78,481		 6,371
74,271
80,642

28

for the year ended 31 December 2022 (continued)

The Jane Goodall Institute (UK) Notes forming part of the financial statements

*Roots & Shoots International Growth

Grant Funding of Activities £50,000

Direct staff costs £18,750

As detailed on page 8, the Institute received £125,000 of restricted funding in 2022 from DP World, of which £68,750 was donated to the Jane Goodall Institute Global (a charity registered in England & Wales No. 1153284) which has an international remit. As per the Agreement with DP World, £25,000 was restricted to Roots & Shoots projects in Africa, £25,000 restricted to Roots & Shoots projects around the world (excluding the UAE and Africa) and £18,750 to cover the resource costs of managing this programme.

Awareness & Policy Activity in
Direct Staff Costs
Direct Activities Undertaken
Allocated Support Costs
Total
Total
Grants to Organisations
JGI Chimp Eden
JGI Senegal
JGI Uganda
JGI Burundi
JGI Global
JGI Tchimpounga
Total		 the UK
9,824
-
9,824
-
-
-
33,739
8,429
42,168		 4,635
-
4,635
1,409
-
1,409
27,606
-
27,606
43,563
8,429
51,992		 33,650
-
33,650
218,142
211,156
429,298		 219,343
166,740
386,083
Unrestricted
Restricted
Unrestricted
Restricted
funds
funds
2022
Funds
Funds
2021
£
£
£
£
£
£
27,876
9,412
37,288
29,890
4,000
33,890
24,000
1,412
25,412
29,390
5,000
34,390
4,199
-
4,199
-
-
-
-
176
176
-
-
-
-
68,750
68,750
-
68,750
68,750
-
-
-
-
11,915
11,915
56,075
79,750
135,825
59,280
89,665
148,945

8 Net income for the year

8
Net income for the year
This is stated after charging:
Independent examiner’s fee
Depreciation
9
Staff costs
Wages and salaries
National insurance costs
Pension costs
Total		 2022
£
2,200
2,608
__
2022
£
218,216
19,579
8,732
__
246,527
__		 2021
£
3,180
1,777
_
2021
£
147,540
11,834
5,940
_
165,314
__

There is one (2021: zero) employee with emoluments within the salary band £70,000 - £80,000. In addition, one (2021 : none) further employee had a full time equivalent salary within the salary band £70,000 - £80,000.

29

The Jane Goodall Institute (UK) Notes forming part of the financial statements for the year ended 31 December 2022 (continued)

The average number of employees during the year was 5 (2021 - 4). In addition, a temporary Fundraising Assistant was employed for a three-month period to deliver a substantial redevelopment of our contact database and to support the development of our new sustainable clothing range.

Full time Equivalent Employees
Full time Employees
Part-time Employees
Total FTE Employees
Key Management Personnel		 2022
2021
4.0
3.0
0.8
0.8
4.8
3.8

The Trustees consider the CEO as comprising the key management personnel of the charity.

The total amount of employee benefits received by key management personnel in 2022 was £84,238 (2021 £62,068 - the CEO joined in May 2021, therefore costs relating to the Executive Director, Education (who reports into the CEO) were included for January – April 2021).

10 Trustee remuneration and expenses

None of the Trustees, nor any persons connected with them, received any remuneration during the year from the Institute (2021 - £Nil). The charity insurance policy for 2022 and 2021 included Trustee Indemnity Insurance. The cost of the Trustee Indemnity Insurance element of the policy is not separately identifiable.

During the year no trustees received reimbursement of expenses (£Nil – 2021).

11 Taxation

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

12
Tangible fixed assets
Cost
At 1 January 2022
Additions
At 31stDecember 2022
Depreciation
At 1 January 2022
Provided during year
At 31 December 2022
Net book value
At 1 January 2022
At 31 December 2022		 Website
Office
Computer
equipment
equipment
£
£
1,200
330
4,815
-
-
1,932
__
__
1,200
330
6,747
253
72
2,326
400
65
2,142
__
__
653
137
4,468
__
__
947
258
2,489
_
_
547
193
2,279
_
_
__		 Total
£
6,345
1,932
__
8,277
2,651
2,607
__
5,258
__
3,694
_
3,019
_

30

The Jane Goodall Institute (UK) Notes forming part of the financial statements for the year ended 31 December 2022 (continued)

13
Stock
Books
Merchandise
Total
14
Debtors
Other debtors
Prepayments
Total
15
Creditors: amounts falling due within one year
Trade creditors
Trustee loan
Accruals
Taxation and social security
Pension creditor
Other creditors
Total		 2022
£
7,712
3,530
__
11,242
__
2022
£
2,547
7,590
__
10,137
__
2022
£
14,934
10,130
8,193
5,958
2,109
743
42,067
_		 2021
£
7,685
3,769
_
11,454
_
2021
£
1,329
5,961
_
7,290
_
2021
£
4,370
10,130
5,390
5,364
1,961
-
27,215
__

31

The Jane Goodall Institute (UK) Notes forming part of the financial statements for the year ended 31 December 2022 (continued)

16 Restricted funds

Balance at
01/01/2022
£
Roots & Shoots UK
24,647
Roots & Shoots UAE
-
Tchimpounga
1,026
Senegal
741
Chimp Eden
2,245
Restricted JGI UK
-
JGI Global DP World
-
__
Total
28,659
__
Restricted funds - prior year
Balance at
01/01/2021
£
Roots & Shoots UK
-
Roots & Shoots UAE
-
Tchimpounga
8,117
Senegal
5,000
Chimp Eden
-
Restricted JGI UK
-
JGI Global DP World
-
__
Total
13,117
__		 _
_		 Income
Expenditure
Balance at
31/12/2022
£
£
£
46,121
(70,620)
148
60,877
(50,486)
10,391
4,730
-
5,756
765
(1,433)
73
9,199
(9,464)
1,980
21,875
(16,351)
5,524
68,750
(68,750)
-
_
__
__
212,317
(217,104)
23,872
_
_
_
Income
Expenditure
Balance at
31/12/2021
£
£
£
68,389
(43,742)
24,647
25,000
(25,000)
-
4,824
(11,915)
1,026
756
(5,015)
741
6,261
(4,016)
2,245
9,375
(9,375)
-
68,750
(68,750)
-
_
_
__
183,355
(167,813)
28,659
_
_
__

32

The Jane Goodall Institute (UK) Notes forming part of the financial statements for the year ended 31 December 2022 (continued)

Restricted Funds Description

Roots & Shoots UK

Funds restricted by donors to support deliver of Roots & Shoots, our free environmental and humanitarian programme for young people, in the UK.

Roots & Shoots UAE

Funds restricted by donors to support deliver of Roots & Shoots, our free environmental and humanitarian programme for young people, in the UAE.

Tchimpounga

For many years the Institute has proudly supported the Tchimpounga Chimpanzee Rehabilitation Centre run by the Jane Goodall Institute, Republic of Congo , via our Chimp Guardian programme which offers symbolic adoptions of rescued chimps. 80% of Chimp Guardian income is donated to Tchimpounga to contribute towards providing food, medicine, enrichment and care for chimps at the centre and 20% contributes towards our costs in running and promoting the programme in the UK.

Senegal

Funds restricted for Senegal are to support the protection of the critically endangered Western chimpanzee and reversing deforestation through community led initiatives. Funds are donated to our sister organisation ‘ Instituto Jane Goodall’ (the Jane Goodall Institute Spain) which operates with a local field team in the Kédougou region of southeastern Senegal and across the border, in northern Guinea using the Tacare community conservation approach developed by Dr Jane Goodall.

Chimp Eden

Funds restricted for Chimp Eden, are to support the Chimp Eden sanctuary in South Africa. Funds are donated to the Jane Goodall Institute South Africa which runs the sanctuary providing a safe haven for rescued chimps from across Africa. Established in 2006, this very special sanctuary is home to chimpanzees rescued from across Africa who have survived the bushmeat trade, been orphaned, sold in illegal pet markets, or used as entertainment in circuses, beach resorts and night clubs.

Restricted JGI UK

Funds donated by DP World and restricted to support delivery of the DP World agreement.

JGI Global DP World

As detailed on page 6, the Institute is proud to have developed an agreement with DP World that shares income from its funding with other JGIs around the world - as such from the first-year funding payment, £25,000 was restricted to Roots & Shoots projects in Africa and another £25,000 restricted to Roots & Shoots projects around the world (excluding the UAE and Africa). This £50,000 expenditure was held in the ‘JGI Global’ restricted fund prior to being donated to the Jane Goodall Institute Global (a charity registered in England & Wales No. 1153284) which has an international remit, to distribute to Roots & Shoots projects around the globe. As per the Agreement with DP World, a further £18,750 was donated to the Jane Goodall Institute Global to cover the resource costs of managing the Roots & Shoots international growth programme.

DP World contributed restricted funding of £125,000 across a number of the above restricted funds as follows

Roots & Shoots UK £25,000 Roots & Shoots UAE £21,875 Restricted JGI £ 9,375 JGI Global £68,750

33

Total 2021 £ 3,019 654,230 21,379 (42,067) 636,561 Total 2021 £ 3,694 389,556 18,744 (27,215) 384,779
Total Restricted £ - 43,361 1,917 (21,406) 23,872 Total Restricted £ - 30,958 1,567 (3,866) 28,659
Rest JGIJGI Global DP World £
£		 -
-		 8,024
-		 -
-		 (2,500)
-		 5,524
-		 Rest
JGI Global		 JGI
DP World		 £
£		 -
-		 -
-		 -
-		 -
-		 -
-
Chimp Eden £ - 730 1,250 - 1,980 Chimp Eden £ - 1,136 1,109 - 2,245
The Jane Goodall Institute (UK) Notes forming part of the financial statements for the year ended 31 December 2022 (continued) Analysis of net assets between funds Unrestricted
Senegal
Congo
Roots & Shoots
Roots &		 UK
Shoots UAE		 £
£
£
£
£		 Fixed Assets
3,019
-
-
-
-		 Cash at bank
610,869
(35)
5,519
10,365
18,758		 Other current assets
19,462
108
237
161
161		 Creditors falling due within one year
(20,661)
-
-
(10,378)
(8,528)		 Total net assets at 31 December 2022
612,689
73
5,756
148
10,391		 Analysis of net assets between funds (prior year) Unrestricted
Senegal
Congo
Roots & Shoots
Roots &		 UK
Shoots UAE		 £
£
£
£
£		 Fixed Assets
3,694
-
-
-
-		 Cash at bank
358,598
633
676
27,076
1,437		 Other current assets
17,177
108
350
-
-		 Creditors falling due within one year
(23,349)
-
-
(2,429)
(1,437)		 Total net assets at 31 December 2021
356,120
741
1,026
24,647
-
17 18

The Jane Goodall Institute (UK) Notes forming part of the financial statements for the year ended 31 December 2022 (continued)

18 Financial commitments

As at 31 December 2022, the charity had total annual commitments under non-cancellable property leases as set out below:

Not later than one year
Within two to five years		 2022
£
6,666
4,068
__
10,734
__		 2021
£
6,666
4,068
_
10,734
_

19 Related party transactions

For many years the Institute has offered a number of books, written by Dr Jane Goodall, for sale as a way of raising revenue for the charity and to also advance education and increase awareness of conservation issues. The books are purchased at a discounted rate (usually 50%) directly from the publisher and so any royalty benefit to Dr Goodall is likely to be small. The trustees consider that the purchase of these books and their sale is in the best interests of the charity and is permissible under the Charities Act. In 2022, the cost of books written by Dr Jane Goodall that were purchased by the Institute was £824 (2021: £5,479).

The Trustee loan, included within ‘Creditors: amounts falling due within one year’ of £10,130 (2021 : £10,130) is unsecured, interest free and repayable by agreement between The Jane Goodall Institute (UK) and the Trustee.

Dr Jane Goodall is a Trustee of JGI USA and Mary Lewis receives renumeration as a consultant for JGI USA. In January 2023, the Institute donated £4,000 (2021, £11,915, of which £8,117 related to 2020) to the JGI Tchimpounga sanctuary via JGI USA which handles income generation for the sanctuary. During the year $5,000 (£4,199) was donated to the Jane Goodall Institute Uganda via JGI USA which handles income generation for the JGI Uganda office.

29