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|



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## **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. 

. 

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## 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 

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

|**2025**<br>£<br>Subscriptions received<br>Journal<br>- advertising<br>10,442<br>- production<br>(10,076)<br>- distribution<br>(11,667)<br>- journal prizes<br>0<br>- indexing<br>(400)<br>Convention<br>- income<br>13,490<br>- expenses<br>(21,581)<br>Books<br>- income<br>12<br>- expenses<br>0<br>Ribbons<br>- income<br>1,219<br>- expenses<br>(135)<br>Other<br>- income<br>334<br>- expenses<br>0<br>Website<br>Administration (see below)<br>Bank interest receivable<br>**Result before exceptional items**<br>Donations<br>Website and systems renewal<br>**NET RESULT to/(from) General Fund**<br>**Administration**<br>Society awards<br>Room hire<br>Printing, stationery and postage<br>IT equip costs<br>Insurance<br>Advertising<br>Travel expenses<br>Communications<br>Bank charges|**2025**<br>£<br>10,442<br>(10,076)<br>(11,667)<br>0<br>(400)|**2025**<br>**2024**<br>**2024**<br>£<br>£<br>£<br>36,560<br>37,489<br> <br>9,556<br>(15,051)<br>(11,267)<br> <br>(800) <br><br>(11,701)<br>(400)<br>(17,962)<br> <br>0<br>(8,091)<br>(182)<br>(182)<br> <br>775<br> <br>12<br>(174)<br>601<br> <br>902<br><br>1,084<br>(242)<br>660<br> <br>265<br> <br>334<br>(73)<br>192<br>(2,292)<br>(3,781)<br>(6,541)<br>(7,254)<br>2,920<br>2,969<br>12,285<br>12,732<br>1,025<br>0<br>0<br>(7,450)<br>13,310<br>5,282<br>(235)<br>(252)<br>(242)<br>(340)<br>(163)<br>(783)<br>(60)<br>(283)<br>(1,284)<br>(1,264)<br>(1,829)<br>(1,485)<br>0<br>(35)<br>(635)<br>(623)<br>(2,093)<br>(2,189)<br>(6,541)<br>(7,254)|
|---|---|---|
||13,490<br>(21,581)||
||12<br>0||
||1,219<br>(135)||
||334<br>0||



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

|**FIXED ASSETS**<br>Tapprell Dorling Group of Medals<br>President's jewel<br>Silver Rose Bowl and Pownall Trophy<br>Equipment - cost<br>Less: depreciation to date<br>**CURRENT ASSETS**<br>Stock of awards<br>Prepayments<br>Debtors<br>Cash at bank<br>**CURRENT LIABILITIES**<br>Income received in advance<br>Accruals<br>**NET CURRENT ASSETS**<br>**TOTAL NET ASSETS**<br>**GENERAL UNRESTRICTED FUND**<br>Brought forward 1 July 2024/2023<br>Net surplus for the year<br>Balance of fund at 30 June 2025/2024|**2025**<br>£<br>1,000<br>(1,000)|**2025**<br>**2024**<br>**2024**<br>£<br>£<br>£<br>4,014<br>4,014<br>29<br>29<br>1,181<br>1,181<br> <br>1,000<br><br>0<br>(1,000)<br>0|
|---|---|---|
||8,506<br>4,650<br>0<br>137,374|5,224<br>5,224<br> <br>8,818<br> <br>3,608<br> <br>0<br> <br>129,193<br> <br>141,619<br> <br>21,106<br> <br>2,000<br> <br>23,106<br>131,823<br>118,513<br>137,047<br>123,737<br>123,737<br>118,455<br>13,310<br>5,282<br>137,047<br>123,737|
||150,530||
||18,107<br>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. 

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## **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: 

- the accounting records were not kept in accordance with section 130 of the Charities Act; or 

- the accounts did not accord with the accounting records; or 

- the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination. 

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 

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