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2025-01-31-accounts

Registered Charity Number 1207467 TRUSTEES ANNUAL REPORT FOR THE YEAR ENDING JANUARY 31ST 2025

Table of Contents

Objectives and Activities ..........................................................................................................................3 Objectives ............................................................................................................................................. 3 Activities ................................................................................................................................................3 Policies .................................................................................................................................................. 5 Achievements and Performance ..............................................................................................................6 Foundation ............................................................................................................................................6 Development ........................................................................................................................................ 6 Projects Supported ............................................................................................................................... 6 Mountain Marmoset Conservation Programme .............................................................................6 Pied Tamarin workshops ..................................................................................................................7 Golden Headed Lion Tamarin ...........................................................................................................9 Future Plans ........................................................................................................................................ 10 Financial Review ..................................................................................................................................... 10 Income / Expenditure .........................................................................................................................10 Reserves Policy ................................................................................................................................... 11 Donations received policy ..................................................................................................................11 Structure, Governance and Management. ............................................................................................12 Governing Document ......................................................................................................................... 12 Trustees ...............................................................................................................................................12 Organisation ........................................................................................................................................13 Reference and Administrative Details ...................................................................................................14 Declarations ............................................................................................................................................14

Trustees’ Annual Report for the period:

From: 15 Mar 2024 To: 31 Jan 2025

The trustees are pleased to present the first annual report of The Tamarin Trust CIO.

OBJECTIVES AND ACTIVITIES

OBJECTIVES

The conservation, protection and improvement of the natural environment and in particular the conservation of endangered primates including marmosets and tamarins by providing funding and resources necessary to support wildlife conservation projects.

ACTIVITIES

The period of this report covers the first partial year of the Trust from its foundation on 15[th] March 2024 to the reporting period end on 31[st] January 2025.

We feel that the Trust has got off to a strong start. In the approximately 10 months covered we have:

Funds have been raised mostly through individual donations with some coming from the proceeds of the online shop and one contribution from a charitable foundation.

Activities supported to further our objectives included:

The trustees confirm that they have had regard to the Charity Commission’s guidance on public benefit when making decisions during the report period.

POLICIES

During this period anti corruption and bribery, and anti money laundering policies were drawn up and documented based on UK standards. In addition guidelines for acceptance of donations and disbursement of funds were established.

ACHIEVEMENTS AND PERFORMANCE .

FOUNDATION

The initial work of setting up the Tamarin Trust was carried out by the founder trustees; Dominic Wormell, Eluned Price and Liam Lynch. This included deciding on the structure of the trust, agreeing objectives, registration with the Charity Commission of England and Wales, drawing up policies and procedures, building a website, obtaining a bank account, setting up facilities to accept donations and other essential tasks for a new charity.

DEVELOPMENT

Soon after the foundation steps were completed, the trust began to receive funds and plan the first contributions to projects. During this period, new trustees were recruited and an online shop set up to supplement other fund raising methods. A newsletter subscription facility was established in order to start building links with supporters.

PROJECTS SUPPORTED

MOUNTAIN MARMOSET CONSERVATION PROGRAMME

Tamarin Trust funded camera traps for vital survey work on the buffytufted-ear marmoset being carried out by Rodrigo de Carvalho , founder of the Mountain Marmosets Conservation Programme, around the city of Teresopolis. The traps will be regularly monitored so that Rodrigo can find out where these endangered marmosets still survive, and if any non-native marmosets, which might compete with the buffy-tufted-ear marmosets for food, or hybridise with them, have moved in.

The trust was also able to help out the centre by covering the Head Keepers salary for two months while a long term source of funds was found. As a small charity we are able to respond quickly in these type of situations..

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Rodrigo de Carvalho setting camera traps in forest near Teresopolis.

A pair of Buffy tufted marmosets, (Callithrix aurita), at the mountain marmoset centre in the city of Vicosa, Minas Gerais.

PIED TAMARIN WORKSHOPS

In November 2024 the Tamarin Trust’s Dom Wormell co-led a workshop in Manaus with ICMBio ( Government agency for species conservation ) focused on the care of rescued pied tamarins in the city, the workshop was based at the university.

The work shop covered all aspects of husbandry and also worked on designs for new enclosures and a new centre which will hopefully be built in the near future.

The trust also paid expenses and a small fee to Gale Glendewar who led some of the workshops. Gale has 20 years experience of working with Pied Tamarins.

Marcelo Gordo and Dom Wormell at the tree nursey in Manaus

GOLDEN HEADED LION TAMARIN

We provided funding for important field equipment for the golden-headed lion tamarin in the Brazilian state of Bahia. Dom Wormell sits on the advisory committee for lion tamarin conservation within Europe. This species of lion tamarin – a close relative of black and golden lion tamarins – is facing ever increasing threats as cattle ranching eats into forested areas. Biobrasil are coordinating the work to protect this beautiful tamarin.

A family of Golden headed lion tamarins, Leontopithecus chyrosomelas , Bahia, Brazil

FUTURE PLANS

In the short term we have a few projects lined up.

In the longer term we hope to develop the trusts activities to begin to drive research and initiate projects in addition to supporting existing projects and organisations. These are likely to be multi year large scale projects if funding allows. At time of writing two ideas in particular are being considered:

FINANCIAL REVIEW

INCOME / EXPENDITURE

Income for the period covered was £23,292 and expenditure £11,387.

The majority of income was from individual donors with one significant contribution from a charitable trust. Some income was also generated by our online shop.

Almost all expenditure was on projects with minor expenses for bank fees, web hosting etc.

RESERVES POLICY

The trustees aim to keep a general fund to allow for some flexibility in the event of cost overruns for supported projects and to have the ability to react quickly to urgent requests.

The initial target was to have a reserve of £5,000 which was achieved by the end of the reporting period.

The reserve plus any other funds not immediately needed are kept in a savings account which provides financial security and allows instant access.

DONATIONS RECEIVED POLICY

The Tamarin Trust has written guidelines on donations to ensure that appropriate scrutiny of the source of funds is undertaken. In particular the Trust will not allow its name and reputation to be used for ‘greenwashing’ or similar purposes.

STRUCTURE, GOVERNANCE AND MANAGEMENT.

GOVERNING DOCUMENT

The governing document is the Tamarin Trust CIO Foundation charter. Version 1 was registered with the Charity Commission on 15 March 2024. The current version is 3, registered on 11 September 2024.

The Tamarin Trust is a Charitable Incorporated Organisation whose only voting members are its charity trustees.

TRUSTEES

The governing document defines the number of trustees and the duration of their tenure.

There is a minimum of 3 and a maximum of 10 trustees. The standard term is 3 years, with the exception of the founding trustees as follows:

Mr Liam Lynch 5 years
Dr Eluned Price 4 years
Mr Dominic Wormell 3 years

The trustees have the power to elect new trustees having regard to the skills, knowledge and experience needed for the effective administration of the CIO.

The appointment of new trustees, and other significant decisions affecting the Trust, are made at Trustee Board meetings and documented in the meeting minutes.

All trustees receive the Foundation charter, Charity Commission guides for Trustees and the Tamarin Trust policy and procedures document.

ORGANISATION .

The Trustees work on a voluntary basis and hold meetings every 1 to 2 months to review progress and take decisions.

The Tamarin Trust had no paid employees as of the end of the report period

REFERENCE AND ADMINISTRATIVE DETAILS

Charity Name: The Tamarin Trust

Registered Charity Number: 1207467

Charity Address: Suite RA01,195-197 Wood Street, London, E17 3NU

Trustees for the reporting period and/or at time of approval of this report:

Liam Lynch Chair
Eluned Price
Dominic Wormell
Valerie Harding Secretary (from 31 May 2024)
Peter Derrick Treasurer (from 5 June 2024)
Anthony Denton Deputy Treasurer (from 10 June 2024)
Dr Wolfgang Zenker from 23 January 2025
Christopher Perkins from 25 March 2025

DECLARATIONS

The company has taken advantage of the small companies’ exemption in preparing the report above.

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

Signed on behalf of the charity’s trustees/directors

Signature(s)

Liam Anthony Lynch

Chair

25/08/2025

Charity Name TAMARIN TRUST

For the period from

Section A Receipts and payments

Unrestricted funds

Unrestricted funds Unrestricted funds
to the nearest £
A1 Receipts
Donations 23,199
Bank interest 93
-
-
-
-
-
-
Sub total(Gross income for AR) 23,292
A2 Asset and investment sales, (see table).
None -
-
Sub total -
Total receipts 23,292
A3 Payments
Supportpayments toprojects 10,821
Paypal 432
Fees 96
Service charges 38
-
-
-
-
-
Sub total 11,387
A4 Asset and investmentpurchases, (see table)
-
-
Sub total -
Total payments 11,387
Net of receipts/(payments) 11,905
A5 Transfers between funds
-
A6 Cash funds last year end
-
Cash funds this year end 11,905
11,905
-
-
11,905

Section B Statement of assets and liabilities at the end of the period

Categories B1 Cash funds

Details Current A/C Savings A/C

B2 Other monetary assets

Details None

B3 Investment assets

Details None

B4 Assets retained for the charity’s own use

Details None

B5 Liabilities

Details None

Signed by one or two trustees on behalf of all the trustees

No (if any) 1207467

Receipts and payments accounts

Receipts andpayments accounts
Period start date To Period end date
31.1.25
Restricted funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 to the nearest £
Endowment
funds		 Total funds
to the nearest £
23,199
93
-
-
-
-
-
-
23,292
-
-
-
23,292
10,821
432
96
38
-
-
-
-
-
11,387
-
-
-
11,387
11,905
-
-
11,905
-
-
-
-
-
-
-
-
-		 23,199
93
-
-
-
-
-
-
23,292
-
-
-		 -
-
-
- 23,292
-
-
-
-
-
-
-
-
-
-		 10,821
432
96
38
-
-
-
-
-
11,387
-
-
-		 -
-
-
- 11,387
- -
-
-
-		 11,905
- -
- -
- 11,905
(agree balances with receipts and payments account(s))
Total cash funds		 to nearest £
693
11,213
-
11,906
Agreement Error
Unrestricted
funds
Unrestricted
funds		 Restricted funds
to nearest £
-
-
-
-
OK
Restricted funds
Agreement Error
Unrestricted
funds		 OK
Restricted funds
to nearest £
-
-
-
-
-
-		 to nearest £
- -
- -
- -
- -
- -
- -

Fund to which asset belongs Cost (optional) - - - - -

Fund to which asset belongs Cost (optional) - - - - - - - - -

Fund to which
liability relates		 Amount due
(optional)
-
-
-
-
-

Signature

Print Name

VALUE! Liam Lynch

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CC16a
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Last year
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to the nearest £

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Endowment
funds
to nearest £
-
-
-
-
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OK
Endowment
funds
to nearest £
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----- Start of picture text -----
-
-
-
-
-
-
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Current value (optional)

Current value (optional) - - - - - - - - -

When due (optional)

Date of approval 8/25/2025