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2025-06-30-accounts

Orders and Medals Research Society (“OMRS”) Charitable Incorporated Organisation (1199514)

TRUSTEES ANNUAL REPORT & ACCOUNTS FOR THE YEAR ENDED 30 JUNE 2025

INDEX

Page
Trustees’ Annual Report 1
Statement of Financial Activities 3
Balance Sheet and Notes 4
Independent Examiners report 5

0

ORDERS AND MEDALS RESEARCH SOCIETY TRUSTEES’ ANNUAL REPORT FOR THE YEAR ENDED 30 JUNE 2025

Objectives

The object of the OMRS is to “advance the education of the public in the subject of orders, decorations and medals and all matters related thereto, dedicated to the memory and honour of the original recipients, by:

a) assisting members and general public in their research

b) actively encouraging and publishing to the general public the results of individual research c) arranging lectures and meetings for the benefit of the general public, and

d) any other means as the trustees in their discretion shall determine”

Achievements

The OMRS is honoured to retain His Majesty King Charles III as Patron of the Society. The Society continued to publish its quarterly journal, with four issues produced during the year, covering a wide variety of articles relating to medal research. All vacancies in the Editorial team have been filled.

Arrangements to enhance the marketing process of publications, and the number and variety of publications, have been agreed during 2025. Two external firms will manage the marketing, production and sales of OMRS Publications. One new book has been released under these arrangements, with more in the pipeline. Plans to expand access to the back catalogue are underway, as is consideration of publishing E-books if feasible.

A physical Convention was held in Milton Keynes during September 2024, attracting much interest and support from members, exhibitors, dealers and sponsors. Following the success of this event, as indicated by feedback from attendees, a further event, rebranded as “The Medal Show by the OMRS”, is planned at the same venue in September 2025. This will be open to the public.

A Virtual Convention was run in February 2025, building on the success of the inaugural virtual event in 2024. This is intended to become an annual event.

The Research Library, hosted by our partner SDS, continues to expand, following additional releases of scanned pages from the Tamplin Archive onto the OMRS website. The rate of progress of this project remains ahead of schedule.

Social Media platforms continue to grow and provide a platform to share knowledge and assist research. The Society retains a presence on Facebook, X and Instagram.

Structure

The OMRS is constituted as a Charitable Incorporated Organisation (“CIO”).

The OMRS has no physical address, but correspondence can be sent to 71-75 Shelton Street, London, WC2H 9JQ but much preferably emailed to generalsecretary@omrs.org.

Financial Review

The accounts show the financial position at the end of the year is healthy. The intention is that reserves should be a minimum of 6 months expenditure. Currently the reserves are substantially higher.

It is pleasing to see efforts to reduce costs take effect through new journal production and distribution arrangements, replacing P.O.Boxes with the London address and the new website. It remains the intent to at least breakeven annually unless there is exceptional spend.

.

1

Trustees

Trustees are elected at the Annual General Meeting of the members of the CIO for terms of three years. The trustees appoint from amongst their number the Officer positions of President & Chair, General Secretary, Membership Secretary and Treasurer.

Trustee Name and office Dates acted Re-election
Andrew Mann (Chair & President) From 10/9/2022 2026
Steve Butler (Membership Secretary) From 10/9/2022 to 5/8/2024
Paul Brewster From 26/10/2024 2027
Christopher Brooks From 26/10/2024 2027
Richard Emsley From 10/9/2022 2027
Graham Grist (General Secretary) From 10/9/2022 2027
Graham Pitchfork From 10/9/2022 2027
Robin Thomas From 10/9/2022 2027
Jonathan Toohey (Treasurer) From 10/9/2022 2026
Steve Trigger (Membership Secretary) From 03/8/2024 2027

Declarations

Approved by the Trustees on 22 September 2025 and signed on their behalf by:

A Mann

G Grist

Andrew Mann – Chair

Graham Grist - Secretary

2

ORDERS AND MEDALS RESEARCH SOCIETY STATEMENT OF FINANCIAL ACTVITIES FOR THE YEAR ENDED 30 JUNE 2025

2025
£
Subscriptions received
Journal
- advertising
10,442
- production
(10,076)
- distribution
(11,667)
- journal prizes
0
- indexing
(400)
Convention
- income
13,490
- expenses
(21,581)
Books
- income
12
- expenses
0
Ribbons
- income
1,219
- expenses
(135)
Other
- income
334
- expenses
0
Website
Administration (see below)
Bank interest receivable
Result before exceptional items
Donations
Website and systems renewal
NET RESULT to/(from) General Fund
Administration
Society awards
Room hire
Printing, stationery and postage
IT equip costs
Insurance
Advertising
Travel expenses
Communications
Bank charges
2025
£
10,442
(10,076)
(11,667)
0
(400)
2025
2024
2024
£
£
£
36,560
37,489

9,556
(15,051)
(11,267)

(800)

(11,701)
(400)
(17,962)

0
(8,091)
(182)
(182)

775

12
(174)
601

902

1,084
(242)
660

265

334
(73)
192
(2,292)
(3,781)
(6,541)
(7,254)
2,920
2,969
12,285
12,732
1,025
0
0
(7,450)
13,310
5,282
(235)
(252)
(242)
(340)
(163)
(783)
(60)
(283)
(1,284)
(1,264)
(1,829)
(1,485)
0
(35)
(635)
(623)
(2,093)
(2,189)
(6,541)
(7,254)
13,490
(21,581)
12
0
1,219
(135)
334
0

3

ORDERS AND MEDALS RESEARCH SOCIETY BALANCE SHEET AS AT 30 JUNE 2025

FIXED ASSETS
Tapprell Dorling Group of Medals
President's jewel
Silver Rose Bowl and Pownall Trophy
Equipment - cost
Less: depreciation to date
CURRENT ASSETS
Stock of awards
Prepayments
Debtors
Cash at bank
CURRENT LIABILITIES
Income received in advance
Accruals
NET CURRENT ASSETS
TOTAL NET ASSETS
GENERAL UNRESTRICTED FUND
Brought forward 1 July 2024/2023
Net surplus for the year
Balance of fund at 30 June 2025/2024
2025
£
1,000
(1,000)
2025
2024
2024
£
£
£
4,014
4,014
29
29
1,181
1,181

1,000

0
(1,000)
0
8,506
4,650
0
137,374
5,224
5,224

8,818

3,608

0

129,193

141,619

21,106

2,000

23,106
131,823
118,513
137,047
123,737
123,737
118,455
13,310
5,282
137,047
123,737
150,530
18,107
600
18,707

Approved by the trustees on 22 September 2025 and signed on their behalf by:

President A Mann

Treasurer J Toohey

NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 30 JUNE 2025

1. ACCOUNTING POLICIES

FRS 102 is used as the basis for these accounts and prepared with the needs of the charity’s stakeholders in mind. As a smaller charity, it has opted, as permitted by FRS 102, to present expenditure by its nature.

The accounts are prepared on the historical cost convention and the accruals basis (except that stocks of ribbons, binders, lapel badges and old journals are expensed when purchased).

2. FIXED ASSETS

Tangible fixed assets are stated at historical cost less accumulated depreciation. Certain assets are not depreciated being the Taprell-Dorling medals, presidents jewel and trophies.

3. TRUSTEES, OFFICERS AND EXECUTIVE COMMITTEE MEMBERS

No trustees, officers or executive committee members received any remuneration. Expenses incurred by them on behalf of the OMRS are reimbursed. There are no employees.

4

INDEPENDENT EXAMINERS REPORT ON THE ACCOUNTS OF THE ORDERS AND MEDALS RESEARCH SOCIETY

I report to the trustees on my examination of the accounts of the Orders and Medals Research Society (charity no 1199514) for the year ended 30 June 2025.

Responsibilities and basis of report

As the charity's trustees, 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 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

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

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.

Paul Lane

Paul Lane CIMA Certificate in Business Accounting Independent Examiner

23 September 2025

5