2022-12-31-accounts - Oscar Montgomery Environmental Foundation

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Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year From 01 January 2022 To 31 December 2022

Section A Reference and administration details

Charity name Oscar Montgomery Environmental Foundation Other names charity is known by OMEF Registered charity number (if any) 1190365

Charity's principal address

Suite 2 Fairgate House 205 Kings Road Tyseley Birmingham Postcode B11 2AA

Names of the charity trustees who manage the charity

1 2 3	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	Simon Albrington	Chair
	Hannah Limberger	Secretary
	Dr SundeepDhillon MBE	Treasurer

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

Constitution

(eg. trust deed, constitution)

How the charity is constituted

CIO

(eg. trust, association, company)

March 2012

TAR

Appointed by existing trustees Trustee selection methods

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

To promote the conservation, protection and improvement of the physical and natural environment.

Summary of the objects of the charity set out in its governing document

To advance the education of the public in the conservation, protection and improvement of the physical and natural environment.

March 2012

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OMEF funded two conservation projects in the Caribbean.

The first provided funding for a young UK researcher to investigate turtles in Grenada.

The second project facilitated turtle rescue in Barbados through funding of a ‘turtle hotline’.

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Together these projects worked synergistically to advance our charitable objectives.

All of the trustees of the Oscar Montgomery Environmental Foundation confirm that we have adhered to the guidance as issued by the Charity Commission on public benefit.

March 2012

TAR

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

Section D Achievements and performance

March 2012

TAR

Section D Achievements and performance

Summary of the main achievements of the charity during the year

The main activity supported by OMEF was funding a MRed student at the University of Plymouth (Plymouth, U.K.). Working with Grenada based marine conservation NGO Ocean Spirits Inc., and St. George’s University (Grenada, West Indies). the early years researcher investigated the origin and migration corridors of Grenada’s critically endangered hawksbill sea turtles ( Eretmochelys imbricata ) and endangered green sea turtles ( Chelonia mydas ).

The Charity also supported the Barbados Sea Turtle Project (BSTP) run by the University of the West Indies at Cave Hill. BSTP aims to restore local marine turtle populations to levels at which they can fulfil their ecological roles while still providing opportunities for sustainable use by the people of Barbados, and to support similar efforts in other countries of the Caribbean.

BSTP aims to recover marine turtle populations through the use of scientifically-sound conservation measures and monitoring programmes, and through the development and implementation of training, education and public awareness tools and activities that encourage the support and active participation of stakeholders.

The Barbados Sea Turtle Project emphasizes partnerships in achieving our goals. These partnerships are evident both at the national level (Government, non-governmental organizations and the tourism sector) and at the international level where the Project offers regional training workshops, maintaining a regional marine turtle tagging centre, and encouraging research and conservation in countries that share management responsibilities for our migratory sea turtle populations. http://www.barbadosseaturtles.org

March 2012

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Section E Financial review

We aim to maintain a reserve of at least 10% and ideally 20 % as a Brief statement of the reserve. charity’s policy on reserves

Having spent a majority of funds raised to date, we are planning to invest in refreshing our website, improving our marketing and fundraising.

Details of any funds materially in deficit

None

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

the charity’s principal sources of funds (including any fundraising);
how expenditure has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

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

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Dr Sundeep Dhillon Position (eg Secretary, Treasurer Chair, etc)

March 2012

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Date 31 October 2023 TAR Mareh 2012

Charity Name No (if any) Oscar Montgomery Foundation 1190365 Receipts and payments accounts CC16a For the period Period start date Period end date To from 1/1/2022 12/31/2022

Section A Receipts and payments
A1 Receipts Donations 49,800 - - - - - - - 49,800 - - Sub total - Total receipts 49,800 A3 Payments Pilot Programmes 81,425 - - - - - - - - Sub total 81,425 - - Sub total - Total payments 81,425 Net of receipts/(payments) - 31,625 A5 Transfers between funds - A6 Cash funds last year end 45,516 Cash funds this year end 13,891 Unrestricted funds to the nearest £ *Sub total*(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table)	to the nearest £ Restricted funds	to the nearest £ Endowment funds	Total funds to the nearest £	Last year to the nearest £
	- - - - - - - - -	- - - - - - - - -	49,800 - - - - - - - 49,800	-
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	-	-	49,800	-

	- - - - - - - - - -	- - - - - - - - - -	81,425 - - - - - - - - 81,425	-
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	-	-	81,425	-

	- - - -	- - - -	- 31,625 - 45,516 13,891	-
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Section B Statement of assets and liabilities at the end of the period

Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees	Details Co-Op Details Details Details Details Signature *Total cash funds* (agree balances with receipts and payments account(s))	to nearest £ to nearest £ 13,891 - - - - - 13,891 - OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional)	to nearest £ Endowment funds
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			OK
			to nearest £ Endowment funds
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			Current value (optional)
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			When due (optional)






			Date of approval

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name members of Oscar Montgomery Environmental Foundation On accounts for the year 31 December 2022 Charity no 1190365 ended (if any) Set out on pages 1 (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/12/2022 .

Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention ~~(other than that disclosed below~~ *) in connection with the examination which gives me cause to believe that in, any material respect:

accounting records were not kept in accordance with section 130 of the Act or
the accounts do not accord with the accounting records

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Please delete the words in the brackets if they do not apply.

Signed: Name: Relevant professional qualification(s) or body (if any): Address:	Date:
		20/10/2022

	David Richardson ACA

	ICAEW Member 1606244 ACA

	Unit 11 Holts Court
	Threshers Bush
	Harlow, Essex, CM17 0NS

October 2018

IER

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

October 2018

IER