2022-04-05-accounts

Trustees' Annual Report for the period

Period start date Period end date 06 04 2021 05 04 2022

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To

Section A Reference and administration details

Charity name The Greek Orthodox Community of the Holy Trinity, Oxford

Other names charity is known by Greek Parish Oxford / Holy Trinity Greek Orthodox Parish

Registered charity number (if any) 1011772

Charity's principal address Orthodox Church 1 Canterbury Road Oxford Postcode OX2 6LU

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	Theodoros Bargiotas		06.04.2021 to 29.05.2022
	Christos P Kotandis	Secretary (until 29.05.2022)	06.04.2021 to 29.05.2022
	Petros Kitromilides		06.04.2021 to 29.05.2022
	Yannis Apostolou		06.04.2021 to 29.05.2022
	Joanna Pavelin		06.04.2021 to 29.05.2022
	Ann Lingas	ActingPresident
	Ioanna Christodoulou	Secretary (from 29.05.2022)
	George Philip Atzemoglou	Treasurer
	Andrew Goeldner- Thompson
	Dr Charles Foster
	Dr Emmanouil Karteris
	Dimitrios Zilaskos
	Skev Antoniou		from 29.05.2022 onwards
	Zacharoula Dent		from 29.05.2022 onwards
	George Krasovitsky		from 29.05.2022 onwards
	Peter Petkoff		from 29.05.2022 onwards
	Jimmy Xiourouppas		from 29.05.2022 onwards

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

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Section B Structure, governance and management

Description of the charity’s trusts

Constitution, as amended on 30.01.2022 Type of governing document

(eg. trust deed, constitution) Registered charity; orthodox community How the charity is constituted (eg. trust, association, company) Elected for 2 years at AGM Trustee selection methods

• (eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

Constitutional amendment to allow replacing resigned or deceased trustees.

• policies and procedures adopted for the induction and training of trustees;

• the charity’s organisational structure and any wider network with which the charity works;

• relationship with any related parties;

• trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

The charity’s objects are 1) to promote the Christian Orthodox faith according to the rites and traditions of the Greek Orthodox Church as preserved and taught by the Ecumenical Patriarchate of Constantinople. 2) to benefit the public in England and Wales and abroad and particularly the Greek Orthodox community by the relief of poverty, sickness and distress.

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Summary of the main The principal activities were the promotion of the Christian Orthodox faith, activities undertaken for the the operation of the Greek School and benefitting the public in England public benefit in relation to and Wales and abroad, particularly the Greek Orthodox community, by these objects (include within the relief of poverty, sickness and distress. this section the statutory declaration that trustees have The trustees have had due regard to the objectives of the charity as set had regard to the guidance out above, and also the guidance on public benefit published by the issued by the Charity Charity Commission, in exercising their powers and duties. Commission on public benefit)

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

• policy on grantmaking;

• policy programme related investment;

• contribution made by volunteers.

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Section D Achievements and performance

This year we began to emerge from under the shadow cast by Covid-19. Summary of the main Baptisms, weddings, and funerals including graveside services achievements of the charity continued, along with confessions and home visits for communion and during the year other reasons. Our service schedule moved closer to a normal pattern, and beginning in February 2022 we were able to meet in unrestricted numbers in church, celebrating a much fuller round of services through Lent, Holy Week and Easter. We remained grateful that no community members died during the Covid crisis, but also mourned lost family members and friends. We worked to rebuild our group of volunteers as the parish undertook increased activities, with new people joining to help to sing, serve in the altar, at the candle desk, with cleaning the church, hosting coffee hours, sewing and cleaning linens, caring for the church building and more. Social gatherings were still very uncertain and suffered during several periods of quarantine, but the Auxiliary Association worked hard to make sure parish events took place when possible, consciously rebuilding our sense of community. We were not able to hold our usual fundraisers this year, but successfully ran a campaign to purchase an icon and garden bench in memory of Patricia Scott, a long-time member and friend to many. The Greek school continues with a healthy enrolment and has returned to in-person teaching, although continuing with some online activities. The school has a new Head Teacher, Litsa Politi, with funding for the post provided by the Greek Government. Five members of the Parish Council announced that they will step down at the 2022 elections, including Theodoros Bargiotis our President of nearly 10 years and our Secretary Christos Kotanidis. A volunteer with excellent skills will also now manage all communications. Fr Ian moved into his own residence in January 2022, and the Council has made the decision to temporarily let the Parish House for the benefit of the Community, using a local property management company. In the process of researching the best use of the Parish House, it also became clear that our charity’s governance structure would benefit from an update. We are therefore, with the knowledge of the Archdiocese, starting the process of becoming a Membership CIO (Charitable Incorporated Organisation), a newer charity template which is closest to our present structure. Together with the Parish of the Annunciation (charity # 1122035), with which we share the use of our church, we collected funds during our 2021 Advent Collection in support of the SOS Children’s Village, Ethiopia. Together with the Parish of the Annunciation (charity # 1122035), with which we share the use of our church, we collected funds during Lent 2021 in support of the Shepherd’s High School in Beit Sahour, Palestinian West Bank. During our 2022 Lent collection, in light of the war in Ukraine, we collected funds towards the DEC’s emergency appeal for Ukraine Humanitarian Relief. The collection continued into the next financial year.

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Section E Financial review

To maintain cash balances equivalent to at least 6 months of revenue Brief statement of the expenditure. charity’s policy on reserves

Details of any funds materially in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

• the charity’s principal sources of funds (including any fundraising);

• how expenditure has supported the key objectives of the charity;

• investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

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

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Ann Lingas Dr Philip Atzemoglou Position (eg Secretary, Chair, etc)[Acting President ] Treasurer Date 18/05/2023

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CHARITY COMMISSION FOR ENGLAND AND WALES Independent examIne￿S report on the accounts Section A Independent Examiner's Report Report to the trusteesl mombers of The Greek Orthodox Communty of the Holy Trinty, Oxford On accounts for the yoar ended 5° April 2022 Charity no (rfany) 1011772 Set out on pages 1and2 I report to the trustees on rny examination of the accounts of the above charity (Ihe Trust.) for the year ended 0510412022. Responsibilities and As the charity trustees of the Trust. you are responsible for the preparation basis of report of the accounts in accordan￿ with the requirements of the Charities Act 2011 rthe Acr). I report in respe& of my examination of the Trust's accounts carried out urKler section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145151{b) of the Act. I have comkleted my examinatityt. I confinn that no material matters have come to my attention in connection with the 8xaminats.on which gives me cause to believe that in, any malerial respect.. accounting records were not kept in accordan￿ with seth'on 130 of theAdor the accounts do not accord with the accounting records I have no COn￿M$ and have come across no other matters in connection wtlh the examination to which attention should be drawn in order to enable proper understanding of the accounts to be reached. . Please delete the woffls in the brackets rfthey do not appty. Independent examinerfs statement Signed: 0210512023 Name: Peter J Stevenson Relevant professlonal qualification(sl or body (if any): FCA Address." 8 Harbord Road Oxf¢yd OX2 8LJ IER October 2018

Charity Name No (if any) The Greek Orthodox Community Of The Holy Trinity, Oxford 1011772 Receipts and payments accounts CC16a

For the period Period start date Period end date To from 06/04/2021 05/04/2022

Section A Receipts and payments

A1 Receipts	Unrestricted funds to the nearest £ 22,350 - 29,013 2,510 3 - - - 53,876 - - - 53,876 23,349 3,361 21,811 9,284 25 150 - - - 57,980 - - - 57,980 - 4,104 - 100 59,746 55,542	Restricted funds to the nearest £ - 3,264 - - - - - - 3,264 - - - 3,264 - - - 3,033 - - - - 3,033 - - - 3,033 231 100 681 1,012	Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Total funds to the nearest £ 22,350 - 3,264 29,013 2,510 - 3 - - - 57,140 - - - 57,140 23,349 3,361 21,811 9,284 3,058 150 - - - 61,013 - - - 61,013 - 3,873	Total funds to the nearest £ 22,350 - 3,264 29,013 2,510 - 3 - - - 57,140 - - - 57,140 23,349 3,361 21,811 9,284 3,058 150 - - - 61,013 - - - 61,013 - 3,873	Last year to the nearest £
Donations and membership	22,350					21,695
Gift Aid						9,198
Fundraising	-					1,995
Greek School fees	29,013					23,871
Furlough receipts	2,510					1,883
Other charitable activities						85
Bank interest	3					15
	-					-
	-					-
	-					-
Sub total(Gross income for AR)	53,876					58,742
A2 Asset and investment sales, (see table).
	-
	-					-
Sub total	-					-
Total receipts A3 Payments
						58,742
Clergyemployment costs	23,349					29,531
Clergyaccommodation costs	3,361					3,055
Greek School teacher salarycosts	21,811					22,141
Other Greek School costs	9,284					993
Donations	25					769
Other charitable costs	150					873
	-					-
	-					-
	-					-
**Sub total **	57,980					57,362
A4 Asset and investment purchases, (see table)
	-
	-
**Sub total **	-					-
Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end
						57,362
	- 4,104	231		- 3,873		1,380
	- 100	100	-	-		-
	59,746	681	-	60,427		59,047
	55,542	1,012	-	56,554		60,427

CCXX R1 accounts (SS)

02/05/2023

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

Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds	Paypal Account Details Details Total cash funds (agree balances with receipts and payments account(s)) Gift aid claimable Barclays Tracker Account Greek School Bank Account Cash Details Barclays Current Account Details Parish owned house for priest; land and buildings at 24 Cavendish Drive Marston Oxford OX3 0SD Buildings being depreciated at 4% pa (£6,886) Archdiocese contribution Details Independent Examiner fee Clergy travel costs Signature	Unrestricted funds Restricted funds to nearest £ to nearest £ 35,003 - 17,850 - 175 - 2,450 1,012 64 - 55,542 1,012 OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ 2,365 - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - Fund to which liability relates Amount due (optional) Unrestricted - Unrestricted - Unrestricted - - - Unrestricted - Print Name Dr PhilipAtzemoglou	Endowment funds to nearest £
			-
			-
			-
			-
			-
			-
			OK
			Endowment funds to nearest £
			-
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			When due (optional)
			Date of approval
		Dr PhilipAtzemoglou	02/05/2023

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

CCXX R2 accounts (SS)

02/05/2023

2