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2024-04-05-accounts

REGISTERED CHARITY NUMBER: 1008921

REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 5 APRIL 2024

FOR

ST. MARY AND ABU SAIFAIN COPTIC ORTHODOX CHURCH

TC Group 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 2024

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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
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ST. MARY AND ABU SAIFAIN COPTIC ORTHODOX CHURCH

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 5 APRIL 2024

The trustees present their report with the financial statements of the charity for the year ended 5 April 2024. 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 £1,215(2023: £26,618) on fixtures, fittings and equipment and £12,087 (2023: £8,040) 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 2024

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

TC Group 31 High View Close Hamilton Office Park Leicester Leicestershire LE4 9LJ

Approved by order of the board of trustees on 30 September 2024 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 2024.

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

TC Group 31 High View Close Hamilton Office Park Leicester Leicestershire LE4 9LJ

30 September 2024

Page 3

ST. MARY AND ABU SAIFAIN COPTIC ORTHODOX CHURCH

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 5 APRIL 2024

Notes
INCOME AND ENDOWMENTS FROM
Donations and legacies
Investment income
2
Total
EXPENDITURE ON
Raising funds
3
NET INCOME
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
2024
Unrestricted
fund
£
95,774
3,031
98,805
86,823
11,982
1,064,335
1,076,317
2023
Total
funds
£
94,223
635
94,858
76,212
18,646
1,045,689
1,064,335

The notes form part of these financial statements

Page 4

ST. MARY AND ABU SAIFAIN COPTIC ORTHODOX CHURCH

BALANCE SHEET 5 APRIL 2024

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
2024
Unrestricted
fund
£
760,026
319,492
(3,201)
316,291
1,076,317
1,076,317
1,076,317
1,076,317
2023
Total
funds
£
768,099
297,976
(1,740)
296,236
1,064,335
1,064,335
1,064,335
1,064,335

The financial statements were approved by the Board of Trustees and authorised for issue on 30 September 2024 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 2024

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.

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||| |---|---| |Church building|- nil| |Land - cemetary plot|- nil| |Freehold property|- nil| |Building improvements|- nil| |Furniture for Paxton Walk|- Straight line over 10 years| |Fixtures, fittings & equipment|- Straight line over 10 years|

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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 2024

2. INVESTMENT INCOME

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|||| |---|---|---| |2024|2023| |£|£| |Deposit account interest|3,031|635| |3.|RAISING FUNDS| |Raising donations and legacies| |2024|2023| |£|£| |Support costs|86,823|76,212|

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4. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 5 April 2024 nor for the year ended 5 April 2023.

Trustees' expenses

There were no trustees' expenses paid for the year ended 5 April 2024 nor for the year ended 5 April 2023.

5. STAFF COSTS

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

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|||| |---|---|---| |2024|2023| |Priests|1|1|

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No employees received emoluments in excess of £60,000.

6. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

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||| |---|---| |Unrestricted| |fund| |£| |INCOME AND ENDOWMENTS FROM| |Donations and legacies|94,223| |Investment income|635| |Total|94,858| |EXPENDITURE ON| |Raising funds|76,212| |NET INCOME|18,646| |RECONCILIATION OF FUNDS| |Total funds brought forward|1,045,689|

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continued...

Page 7

ST. MARY AND ABU SAIFAIN COPTIC ORTHODOX CHURCH

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 5 APRIL 2024

6. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued

TOTAL FUNDS CARRIED FORWARD
TANGIBLE FIXED ASSETS
COST
At 6 April 2023
Additions
At 5 April 2024
DEPRECIATION
At 6 April 2023
Charge for year
At 5 April 2024
NET BOOK VALUE
At 5 April 2024
At 5 April 2023
Building
improvements
£
COST
At 6 April 2023
469,673
Additions
-
At 5 April 2024
469,673
DEPRECIATION
At 6 April 2023
-
Charge for year
-
At 5 April 2024
-
NET BOOK VALUE
At 5 April 2024
469,673
At 5 April 2023
469,673
Land -
Church
cemetary
building
plot
£
£
131,500
3,615
-
-
131,500
3,615
-
-
-
-
-
-
131,500
3,615
131,500
3,615
Furniture
for
Fixtures,
Paxton
fittings
Walk
& equipment
£
£
3,563
88,462
-
1,215
3,563
89,677
677
16,806
356
8,932
1,033
25,738
2,530
63,939
2,886
71,656
Unrestricted
fund
£
1,064,335
Freehold
property
£
88,769
-
88,769
-
-
-
88,769
88,769
Totals
£
785,582
1,215
786,797
17,483
9,288
26,771
760,026
768,099

7. TANGIBLE FIXED ASSETS

continued...

Page 8

ST. MARY AND ABU SAIFAIN COPTIC ORTHODOX CHURCH

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 5 APRIL 2024

8. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

2024
£
Taxation and social security
3,201
9.
MOVEMENT IN FUNDS
Net
movement
At 6.4.23
in funds
£
£
Unrestricted funds
General fund
1,064,335
11,982
TOTAL FUNDS
1,064,335
11,982
Net movement in funds, included in the above are as follows:
Incoming
Resources
resources
expended
£
£
Unrestricted funds
General fund
98,805
(86,823)
TOTAL FUNDS
98,805
(86,823)
Comparatives for movement in funds
Net
movement
At 6.4.22
in funds
£
£
Unrestricted funds
General fund
1,045,689
18,646
TOTAL FUNDS
1,045,689
18,646
Comparative net movement in funds, included in the above are as follows:
Incoming
Resources
resources
expended
£
£
Unrestricted funds
General fund
94,858
(76,212)
TOTAL FUNDS
94,858
(76,212)
2023
£
1,740
At
5.4.24
£
1,076,317
1,076,317
Movement
in funds
£
11,982
11,982
At
5.4.23
£
1,064,335
1,064,335
Movement
in funds
£
18,646
18,646

continued...

Page 9

ST. MARY AND ABU SAIFAIN COPTIC ORTHODOX CHURCH

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 5 APRIL 2024

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 6.4.22
£
1,045,689
1,045,689
Net
movement
in funds
£
30,628
30,628
At
5.4.24
£
1,076,317
1,076,317

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

Unrestricted funds
General fund
Incoming
Resources
Movement
resources
expended
in funds
£
£
£
193,663
(163,035)
30,628
TOTAL FUNDS 193,663
(163,035)
30,628

10. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 5 April 2024.

Page 10

ST. MARY AND ABU SAIFAIN COPTIC ORTHODOX CHURCH

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 5 APRIL 2024

INCOME AND ENDOWMENTS
Donations and legacies
Donations & subscriptions
Gift aid
2024
2023
£
£
74,827
80,412
20,947
13,811
Investment income
Deposit account interest
95,774
94,223
3,031
635
Total incoming resources
EXPENDITURE
Support costs
Management
Wages
Rates and water
Insurance
Light and heat
Telephone & internet
Sundries
Diocese of London contribution
Repairs & renewals
Accountancy
Travel flights expenses
Donation to Monastery
98,805
94,858
30,715
31,179
2,802
3,859
4,595
4,123
11,342
8,269
571
539
609
719
4,291
4,874
12,087
8,040
1,673
1,522
2,350
3,807
6,500
1,000
Finance
Fixtures and fittings
77,535
67,931
9,288
8,281
Total resources expended 86,823
76,212
Net income 11,982
18,646

This page does not form part of the statutory financial statements

Page 11