To
Trustees' Annual Report for the period
Period start date Period end date 01 January 2023 31 December 2023
From
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)
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Section B Structure, governance and management
Description of the charity’s trusts
- Type of governing document (eg. trust deed, constitution)
How the charity is constituted
Constitution
CIO
- (eg. trust, association, company)
Appointed by existing trustees following Charity Commission guidance Trustee selection methods ‘Finding new trustees’ updated 07 March 2024 (eg. appointed by, elected by) https://www.gov.uk/government/publications/finding-new-trusteescc30/finding-new-trustees
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
The charity uses Charity Commission resources: ‘Charity trustee welcome pack’ updated 01 October 2024 https://www.gov.uk/government/publications/charity-trustee-welcomepack/charity-trustee-welcome-pack
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
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Section C Objectives and activities
| Summary of the objects of the charity set out in its governing document 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) |
1. To promote the conservation, protection and improvement of the physical and natural environment. 2. To advance the education of the public in the conservation, protection and improvement of the physical and natural environment. |
|---|---|
| The charity spent much of the funds raised since it was founded on sea turtle conservation projects in 2022. In 2023 the charity’s activities have concentrated on: - refreshing branding, marketing, website and social media messaging - fundraising - our cash nearly doubled from £13.9k to £25.6k The charity trustees have complied with the duty in section 4 of the Charities Act 2006 to have due regard to the public benefit guidance published by the Charity Commission. Whilst we have not made any grants this year, we have increased our social media messaging improving awareness of conservation. |
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Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
The charity has been active in fundraising and engaging with supporters, both individually and also as part of The Great North Swim
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Section E Financial review
Brief statement of the charity’s policy on reserves
The charity has been consolidating our financial assets to a level where we can maintain a reserve and hopefully fund projects next year.
Details of any funds materially in deficit
None
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
None
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
None
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 MBE Hannah LIMBERGER Position (eg Secretary, Chair, Treasurer Secretary etc) Date 31st October 2024
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| Charity Name | No (if any) | |||
|---|---|---|---|---|
| **Oscar Montgomery ** | Foundation | 1190365 | ||
| Receipts andpayments accounts | CC16a | |||
| For the period from |
01/01/2023 Period start date |
31/12/2023 Period end date To |
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 14,324 - - - - - - - 14,324 - - - 14,324 2,617 - - - - - - - - 2,617 - - - 2,617 11,707 - 13,891 25,598 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 14,324 - - - - - - - 14,324 - - - 14,324 2,617 - - - - - - - - 2,617 - - - 2,617 11,707 |
Total funds to the nearest £ 14,324 - - - - - - - 14,324 - - - 14,324 2,617 - - - - - - - - 2,617 - - - 2,617 11,707 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| Donations | 14,324 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
14,324 | - | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
||||||
| - | ||||||
| Advertising& Marketng | 2,617 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | 2,617 | - | ||||
| A4 Asset and investment purchases, (see table) |
||||||
| - | ||||||
| - | ||||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| - | ||||||
| 11,707 | - | - | 11,707 | - | ||
| - | - | - | - | - | ||
| 13,891 | - | - | 13,891 | - | ||
| 25,598 | - | - | 25,598 | - |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds CCXX R1 accounts (SS) |
Co-Op Details 1 |
Unrestricted funds to nearest £ 25,598 - |
Restricted funds to nearest £ - - |
Endowment funds to nearest £ |
|---|---|---|---|---|
| Co-Op | 25,598 | - | - | |
| 1 | - | - | - 28/10/2024 |
| - | - | - | |||||
|---|---|---|---|---|---|---|---|
| Total cash funds | 25,598 | - | - | ||||
| (agree balances with receipts and payments | |||||||
| account(s)) | OK | OK | OK | ||||
| Unrestricted | Restricted | Endowment | |||||
| funds | funds | funds | |||||
| Details | to nearest £ | to nearest £ | to nearest £ | ||||
| B2 Other monetary assets | - | - | - | ||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
||||
| B3 Investment assets | - | - | |||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
||||
| B4 Assets retained for the | - | - | |||||
| charity’s own use | - | - | |||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| Fund to which | Amount due | When due | |||||
| Details | liability relates | (optional) | (optional) | ||||
| B5 Liabilities | - | ||||||
| - | |||||||
| - | |||||||
| - | |||||||
| - | |||||||
| Signed by one or two trustees on behalf of all the trustees |
Signature | Name | Date of approval |
||||
| Dr Sundeep Dhillon MBE (Treasurer) | 28-Oct-24 | ||||||
CCXX R2 accounts (SS)
28/10/2024
2