2023-04-05-accounts - The Greek Orthodox Community Of The Holy Trinity, Oxford

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

Trustees' Annual Report for the period

Period start date Period end date 06 04 2022 05 04 2023

From

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

Trustee name	Office (ifany)	Dates acted if not for whole year
Dr Theodoros Bargiotas		until 29.05.2022
Dr Christos P Kotandis	Secretary	until 29.05.2022
Petros Kitromilides		until 29.05.2022
Yannis Apostolou		until 29.05.2022
Joanna Pavelin		until 29.05.2022
Ann Lingas	ActingPresident	until 02.06.2024
Ioanna Christodoulou	no office	until 29.05.2022
	Secretary	29.05.2022 to 02.06.2024
	President	from 02.06.2024 onwards
Dr George PhilipAtzemoglou	Treasurer
Andrew Goeldner-Thompson
Dr Charles Foster		06.04.2022 to 02.06.2024
Dr Emmanouil Karteris
Dimitrios Zilaskos	no office	until 02.06.2024
	Vice President	from 02.06.2024 onwards
Skev Antoniou	no office	29.05.2022 to 02.06.2024
	Secretary	from 02.06.2024 onwards
Zacharoula Dent		29.05.2022 to 02.06.2024
George Krasovitsky		from 29.05.2022 onwards
Dr Peter Petkoff		from 29.05.2022 onwards
Jimmy Xiourouppas		from 29.05.2022 onwards
Pavlina Gatou		from 02.06.2024 onwards
Prof. Ranko Lazic		from 02.06.2024 onwards
Dr Alexandros Plianos		from 02.06.2024 onwards

TAR

March 2012

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

Constitution, as amended on 30.01.2022

(eg. trust deed, constitution)

Registered charity; orthodox community How the charity is constituted

(eg. trust, association, company)

Trustee selection methods

Elected for 2 years at AGM

(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.

TAR

March 2012

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 the these objects (include within 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 Charity issued by the 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.

TAR

March 2012

Section D Achievements and performance

This year was marked by significant milestones and profound losses for the Summary of the main parish. We mourned the passing of our beloved founder, Metropolitan achievements of the charity Kallistos Ware in August, whose vision and dedication shaped the foundation during the year of our community. His theological scholarship, pastoral care, and unwavering faith left an indelible mark on the parish. We also commemorated the life of Tony Papamichael, who passed away in December; Tony was a founding member, a long-serving cantor, and an honorary president of our community. A few months later, in April, we also mourned the loss of Stella Papamichael, another beloved and founding member of our community. Our founders’ tireless efforts and contributions were essential to the establishment and growth of the parish. Their memory was honoured in special memorial services, reflecting the deep gratitude and affection of the community. The parish experienced a resurgence in activity, with the full resumption of inperson worship and events. Holy Week and Pascha were celebrated with their customary richness, drawing parishioners together in faith and fellowship. Attendance at regular services has begun to recover post-pandemic, though there remains a shared focus on encouraging more consistent participation in parish life. Fundraising efforts were a significant focus this year, with three major events generating much-needed income for the parish. The Parish BBQ, held in July, raised £2,425, bringing the community together for an enjoyable day of food and fellowship. In October, the Greek Food Fair raised £2,011 (net), supported by parishioners’ culinary contributions and volunteer efforts. Earlier in the year, a benefit concert raised £1,200, showcasing local talent while contributing to the parish’s finances. These events not only provided essential funds but also strengthened the bonds within the community. The parish was also blessed by a generous donation of £20,312 from a US benefactor. This substantial gift was inspired by the legacy of Metropolitan Kallistos and the ongoing work of the parish and represents a testament to the global impact of our community’s mission. These funds, alongside regular donations and fundraising proceeds, contributed to the parish's financial health during the year. The Parish House continued to play a key role in supporting the financial stability of the charity. Renovations have been a significant achievement, reflecting careful planning and stewardship by the trustees, running at a cost of £20,345. The house was subsequently rented out as an interim arrangement to provide rental income, projected at £18,000 annually, which will help offset renovation costs and ensure financial stability while the parish continues to explore its long-term plans for the property. The Greek School continued to provide vital educational opportunities for younger members of the community, with an enrolment of 125 students. While some challenges, such as securing a more accessible venue, remain, the school’s programs reflect the parish’s commitment to preserving language and cultural traditions. The year also saw the school achieve formal recognition as a certified Greek Language Centre, which affirms the quality and scope of its teaching. The trustees have also been working to modernize the charity’s governance framework. This includes steps toward transitioning to Charitable Incorporated Organisation (CIO) status to streamline administrative processes and align with contemporary best practices. These efforts reflect a commitment to ensuring that the parish remains well-positioned to meet the needs of its community for years to come.

TAR

March 2012

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) Ioanna Christodoulou Dr Philip Atzemoglou Position Treasurer (eg Secretary, Chair, etc)[President ]

Date 24/12/2024

TAR

March 2012

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

October 2018

IER

----- Start of picture text -----
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 06/04/2022 05/04/2023
Section A Receipts and payments
Unrestricted Restricted
Endowment funds Total funds Last year
funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations and membership 44,252 - - 44,252 22,350
Gift Aid 3,482 3,482 -
Fundraising 6,356 - - 6,356 3,264
Greek School receipts 45,875 - - 45,875 29,013
Rental income 12,000 12,000 -
Furlough receipts - - 2,510
Refunds 138 - - 138 -
Bank interest 78 - - 78 3
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ 112,181 ] - - 112,181 57,140
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 112,181 - - 112,181 57,140
A3 Payments
Clergy employment costs 26,333 - 26,333 23,349
Clergy accommodation costs 5,600 - - 5,600 3,361
Greek School teacher salary costs 19,884 - - 19,884 21,811
Greek School rent & other costs 16,113 - - 16,113 9,284
Property renovation costs 16,400 16,400 -
Property running costs 4,969 4,969 -
Liturgical costs and donations 1,189 - - 1,189 3,058
Other charitable costs 350 - - 350 150
- - - - -
- - - - -
- - - - -
Sub total [ 90,838 ] - - 90,838 61,013
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 90,838 - - 90,838 61,013
Net of receipts/(payments) 21,343 - 21,343 - 3,873
A5 Transfers between funds 12 - 12 - - -
A6 Cash funds last year end 55,542 1,012 - 56,554 60,427
Cash funds this year end 76,897 1,000 - 77,897 56,554
----- End of picture text -----

CCXX R1 accounts (SS)

16/01/2025

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; land and buildings at 24 Cavendish Drive Marston Oxford OX3 Property rental deposit Details Independent Examiner fee Clergy travel costs Signature	Unrestricted funds Restricted funds to nearest £ to nearest £ 40,068 - 27,728 - 369 - 8,732 1,000 - - 76,897 1,000 OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ 4,686 - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) Unrestricted - - - - - - - - - Fund to which liability relates Amount due (optional) Unrestricted 150 Unrestricted 3,190 Unrestricted 1,730 - Print Name Dr Philip Atzemoglou	Endowment funds to nearest £ - - - - -
			-
			OK
			Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) - - - - - - - - - When due (optional) Date of approval 24/12/2024

CCXX R2 accounts (SS)

16/01/2025