## **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**
1
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**
1. 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**
2. To advance the education of the public in the conservation, protection and improvement of the physical and natural environment.
March **2012**
**TAR**
2
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**
3
**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**
4
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**
**TAR**
5
## **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**
**TAR**
6
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**|**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
||||||
||**-**
**-**
**-**|**-**
**-**
**-**|**-**
**-**
**-**||
|||||**-**|
|||||**-**|
||||||
||**-**|**-**|**49,800**|**-**|
||||||
||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**81,425**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**81,425**|**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
||||||
||**-**
**-**
**-**|**-**
**-**
**-**|**-**
**-**
**-**||
||||||
|||||**-**|
||||||
||**-**|**-**|**81,425**|**-**|
||||||
||**-**
**-**
**-**
**-**|**-**
**-**
**-**
**-**|**- 31,625**
**-**
**45,516**
**13,891**|**-**|
|||||**-**|
|||||**-**|
|||||**-**|
## **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**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**to nearest £**
**Endowment**
**funds**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**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||
1
**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** .
2
**October 2018**
**IER**