**Trustees' Annual Report for the period** Period start date Period end date 06 04 2021 05 04 2022 **From** **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
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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** March **2012** **TAR** 1 ## **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. March **2012** **TAR** 2 **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. March **2012** **TAR** 3 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. March **2012** **TAR** 4 ## **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 March **2012** **TAR** 5 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 1 ## **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