OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2022-04-05-accounts

REGISTERED CHARITY NUMBER: 1008921

REPORT OF THE TRUSTEES AND

UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 5 APRIL 2022

FOR

ST. MARY AND ABU SAIFAIN COPTIC ORTHODOX CHURCH

Fortus Midlands Limited 31 High View Close Hamilton Office Park Leicester Leicestershire LE4 9LJ

ST. MARY AND ABU SAIFAIN COPTIC ORTHODOX CHURCH

CONTENTS OF THE FINANCIAL STATEMENTS For The Year Ended 5 April 2022

Page
Report of the Trustees 1 to 2
Independent Examiner's Report 3
Statement of Financial Activities 4
Balance Sheet 5
Notes to the Financial Statements 6 to 10
Detailed Statement of Financial Activities 11

ST. MARY AND ABU SAIFAIN COPTIC ORTHODOX CHURCH

REPORT OF THE TRUSTEES For The Year Ended 5 April 2022

The trustees present their report with the financial statements of the charity for the year ended 5 April 2022. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives and aims

The main objective of the charity is to advance and promote the Christian Faith in accordance with the teachings and practices of the Coptic Orthodox Church. When planning our activities for the year, the trustees have considered the Commission's guidance on public benefit and, in particular, the specific guidance on charities for the advancement of religion. For the purpose of attaining the aforesaid objectives, but not otherwise, the charity shall:

  1. Maintain a place or places of public worship for worship and officiating sacraments and for the due performance of the rites of baptism, marriage, burial and other ceremonies according to the principles of the Coptic Orthodox Faith.

  2. To provide and maintain the ministerial services of a priest including the provision of a residence.

  3. To hold and otherwise promote religious meetings and conferences.

  4. To provide assistance for the needy in the United Kingdom and abroad.

  5. To provide spiritual, social and educational activities.

  6. To provide for the religious education for members of the Coptic Orthodox community in the doctrine and practices of the Coptic Orthodox Church.

  7. To provide the services of persons to perform such duties as may be considered necessary from time to time for the proper administration of the Charity.

  8. To raise funds by appealing for and inviting contributions by way of donations, covenants, grants, loans, legacies and subscriptions.

  9. To do such other things as shall further the Objectives of the Charity.

Achievements and performance

The continued running and support of the church's activities. During the year the programme of restoration and improvement has continued on the church which is a Grade II listed building. The church is listed for its well preserved architectural interests, its unusual slender arcades and especially for its fine decorative frontage.

FINANCIAL REVIEW

In undertaking the maintenance, restoration and improvement of the church the charity expended £2,415 (2021: £nil) on fixtures, fittings and equipment and £14,896 (2021: £11,147) on repairs and maintenance.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, its constitution, adopted 16 February 1992 and as amended on 22 June 2008 and constitutes an unincorporated charity.

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Charity number

1008921

Page 1

ST. MARY AND ABU SAIFAIN COPTIC ORTHODOX CHURCH

REPORT OF THE TRUSTEES For The Year Ended 5 April 2022

Principal address

23 Llantarnam Drive Radyr Cardiff CF15 8GA

Trustees

Dr M Shafik Dr S Bishara Mr G Yagoub Mr S Hanna Dr N N Naeem Dr M F Farag

Independent Examiner

Fortus Midlands Limited 31 High View Close Hamilton Office Park Leicester Leicestershire LE4 9LJ

Approved by order of the board of trustees on 9 August 2022 and signed on its behalf by:

Dr M Shafik - Trustee

Page 2

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF ST. MARY AND ABU SAIFAIN COPTIC ORTHODOX CHURCH

Independent examiner's report to the trustees of St. Mary and Abu Saifain Coptic Orthodox Church

I report to the charity trustees on my examination of the accounts of St. Mary and Abu Saifain Coptic Orthodox Church (the Trust) for the year ended 5 April 2022.

Responsibilities and basis of report

As the charity trustees of the Trust 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 Trust's accounts carried out under section 145 of the Act and in carrying out my examination I have followed all 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 giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do 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.

R J Buckby FCA Fortus Midlands Limited 31 High View Close Hamilton Office Park Leicester Leicestershire LE4 9LJ

9 August 2022

Page 3

ST. MARY AND ABU SAIFAIN COPTIC ORTHODOX CHURCH

STATEMENT OF FINANCIAL ACTIVITIES For The Year Ended 5 April 2022

Notes
INCOME AND ENDOWMENTS FROM
Donations and legacies
Investment income
2
Total
EXPENDITURE ON
Raising funds
3
NET INCOME/(EXPENDITURE)
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
2022
Unrestricted
fund
£
81,730
16
81,746
93,575
(11,829)
1,057,518
1,045,689
2021
Total
funds
£
98,303
63
98,366
51,515
46,851
1,010,667
1,057,518

The notes form part of these financial statements

Page 4

ST. MARY AND ABU SAIFAIN COPTIC ORTHODOX CHURCH

BALANCE SHEET 5 April 2022

Notes
FIXED ASSETS
Tangible assets
7
CURRENT ASSETS
Cash at bank and in hand
CREDITORS
Amounts falling due within one year
8
NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT LIABILITIES
NET ASSETS
FUNDS
9
Unrestricted funds
TOTAL FUNDS
2022
Unrestricted
fund
£
749,762
297,481
(1,554)
295,927
1,045,689
1,045,689
1,045,689
1,045,689
2021
Total
funds
£
756,549
300,969
-
300,969
1,057,518
1,057,518
1,057,518
1,057,518

The financial statements were approved by the Board of Trustees and authorised for issue on 9 August 2022 and were signed on its behalf by:

Dr M Shafik - Trustee

The notes form part of these financial statements

Page 5

ST. MARY AND ABU SAIFAIN COPTIC ORTHODOX CHURCH

NOTES TO THE FINANCIAL STATEMENTS For The Year Ended 5 April 2022

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Furniture for Paxton Walk Fixtures, fittings & equipment

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

continued...

Page 6

ST. MARY AND ABU SAIFAIN COPTIC ORTHODOX CHURCH

NOTES TO THE FINANCIAL STATEMENTS - continued For The Year Ended 5 April 2022

2. INVESTMENT INCOME

3.

INVESTMENT INCOME
2022 2021
£ £
Deposit account interest 16 63
RAISING FUNDS
Raising donations and legacies
2022 2021
£ £
Support costs 93,575 51,515

4. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 5 April 2022 nor for the year ended 5 April 2021.

Trustees' expenses

There were no trustees' expenses paid for the year ended 5 April 2022 nor for the year ended 5 April 2021.

5. STAFF COSTS

The average monthly number of employees during the year was as follows:

Priests
No employees received emoluments in excess of £60,000.
2022
2
2021
2

6. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
fund
£
INCOME AND ENDOWMENTS FROM
Donations and legacies 98,303
Investment income 63
Total 98,366
EXPENDITURE ON
Raising funds 51,515
NET INCOME 46,851
RECONCILIATION OF FUNDS
Total funds brought forward 1,010,667

continued...

Page 7

ST. MARY AND ABU SAIFAIN COPTIC ORTHODOX CHURCH

NOTES TO THE FINANCIAL STATEMENTS - continued For The Year Ended 5 April 2022

6. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued

TOTAL FUNDS CARRIED FORWARD

Unrestricted fund £ 1,057,518

7. TANGIBLE FIXED ASSETS

COST
At 6 April 2021
Additions
At 5 April 2022
DEPRECIATION
Charge for year
NET BOOK VALUE
At 5 April 2022
At 5 April 2021
Building
improvements
£
COST
At 6 April 2021
443,055
Additions
-
At 5 April 2022
443,055
DEPRECIATION
Charge for year
-
NET BOOK VALUE
At 5 April 2022
443,055
At 5 April 2021
443,055
Church
building
£
131,500
-
131,500
-
131,500
131,500
Furniture
for
Paxton
Walk
&
£
3,563
-
3,563
356
3,207
3,563
Land -
cemetary
plot
£
3,615
-
3,615
-
3,615
3,615
Fixtures,
fittings
equipment
£
86,047
2,415
88,462
8,846
79,616
86,047
Freehold
property
£
88,769
-
88,769
-
88,769
88,769
Totals
£
756,549
2,415
758,964
9,202
749,762
756,549

continued...

Page 8

ST. MARY AND ABU SAIFAIN COPTIC ORTHODOX CHURCH

NOTES TO THE FINANCIAL STATEMENTS - continued For The Year Ended 5 April 2022

8. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

Taxation and social security
MOVEMENT IN FUNDS
At 6.4.21
£
Unrestricted funds
General fund
1,057,518
TOTAL FUNDS
1,057,518
Net movement in funds, included in the above are as follows:
Incoming
resources
£
Unrestricted funds
General fund
81,746
TOTAL FUNDS
81,746
Comparatives for movement in funds
At 6.4.20
£
Unrestricted funds
General fund
1,010,667
TOTAL FUNDS
1,010,667
Comparative net movement in funds, included in the above are as follows:
Incoming
resources
£
Unrestricted funds
General fund
98,366
TOTAL FUNDS
98,366
2022
£
1,554
Net
movement
in funds
£
(11,829)
(11,829)
Resources
expended
£
(93,575)
(93,575)
Net
movement
in funds
£
46,851
46,851

Resources
expended
£
(51,515)
(51,515)
2021
£
-
At
5.4.22
£
1,045,689
1,045,689
Movement
in funds
£
(11,829)
(11,829)
At
5.4.21
£
1,057,518
1,057,518
Movement
in funds
£
46,851
46,851

9. MOVEMENT IN FUNDS

continued...

Page 9

ST. MARY AND ABU SAIFAIN COPTIC ORTHODOX CHURCH

NOTES TO THE FINANCIAL STATEMENTS - continued For The Year Ended 5 April 2022

9. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General fund
TOTAL FUNDS
At 6.4.20
£
1,010,667
1,010,667
Net
movement
in funds
£
35,022
35,022
At
5.4.22
£
1,045,689
1,045,689

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 180,112 (145,090) 35,022
TOTAL FUNDS 180,112 (145,090) 35,022

10. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 5 April 2022.

Page 10

ST. MARY AND ABU SAIFAIN COPTIC ORTHODOX CHURCH

DETAILED STATEMENT OF FINANCIAL ACTIVITIES For The Year Ended 5 April 2022

2022 2021
£ £
INCOME AND ENDOWMENTS
Donations and legacies
Donations & subscriptions 68,374 77,432
Gift aid 13,356 16,020
Job retention scheme - 4,851
81,730 98,303
Investment income
Deposit account interest 16 63
Total incoming resources 81,746 98,366
EXPENDITURE
Support costs
Management
Wages 34,875 15,750
Rates and water 3,758 2,520
Insurance 3,833 3,623
Light and heat 4,000 3,848
Telephone & internet 858 646
Sundries 309 193
Travelling - 1,820
Health & Safety - 1,584
Diocese of London contribution 5,502 6,300
Donations - 2,500
Repairs & renewals 14,896 11,147
Accountancy 1,416 1,584
Legal & professional 4,785 -
Travel flights expenses 4,548 -
Funeral expenses 5,593 -
84,373 51,515
Finance
Fixtures and fittings 9,202 -
Total resources expended 93,575 51,515
Net (expenditure)/income (11,829) 46,851

This page does not form part of the statutory financial statements

Page 11