To
Trustees' Annual Report for the period
Period start date Period end date 06 04 2023 05 04 2024
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
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 |
Trustee name | Office (ifany) | **Dates acted if not for whole year ** | |
|---|---|---|---|---|
| Dr Charles Foster | until 02.06.2024 | |||
| Zacharoula Dent | until 02.06.2024 | |||
| Ann Lingas | ActingPresident | until 02.06.2024 | ||
| Ioanna Christodoulou | Secretary | until 02.06.2024 | ||
| President | from 02.06.2024 onwards | |||
| Dimitrios Zilaskos | no office | until 02.06.2024 | ||
| Vice President | from 02.06.2024 onwards | |||
| Skev Antoniou | no office | until 02.06.2024 | ||
| Secretary | from 02.06.2024 onwards | |||
| Dr George PhilipAtzemoglou | Treasurer | |||
| Andrew Goeldner-Thompson | ||||
| Dr Emmanouil Karteris | ||||
| George Krasovitsky | ||||
| Dr Peter Petkoff | ||||
| Jimmy Xiourouppas | ||||
| 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
1
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
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 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
3
Section D Achievements and performance
This year, the parish experienced a vibrant and active schedule of liturgical Summary of the main services, community events, and charitable outreach, reflecting the vitality achievements of the charity and dedication of its members. Under the pastoral care of our parish priest, during the year Fr. Ian Graham, the full calendar of services included major feasts such as Holy Week, Pascha, the Dormition of the Theotokos, and the Nativity of Christ. These services were deeply meaningful and well attended, providing spiritual nourishment to parishioners and fostering a sense of unity and faith. Special services, such as Forgiveness Vespers and the Akathist Hymn during Lent, offered additional opportunities for reflection and spiritual growth. Parishioners also demonstrated their unwavering commitment to supporting the parish through a variety of community events. Our Annual Parish Concert showcased the remarkable musical talents of our members and raised £1,200 for the parish. Other notable fundraising events included the Greek Food Fair, which raised £2,900, and the Parish BBQ, which brought in £2,770. These events were made possible by the tireless efforts of our volunteers, including the dedicated members of the Auxiliary Association, who worked diligently to organize, promote, and execute these gatherings. Their enthusiasm and hard work not only ensured the financial success of these events but also strengthened the bonds of fellowship within the parish and the wider community.
A highlight of this year was the receipt of a generous donation of £19,516.06 in December 2023 from a U.S. benefactor. This donation, inspired by the legacy of Metropolitan Kallistos Ware and the ongoing mission of the parish, was rigorously reviewed to ensure compliance with due diligence practices, mirroring the thorough checks conducted for the donation received in the previous year. The funds have been strategically allocated to strengthen the parish’s financial stability and support key community programs. A portion of the funds was placed into a savings account to generate interest, providing a sustainable source of income for future parish needs. This thoughtful approach ensures that the donation will continue to benefit the parish for years to come.
Parish life was further enriched by a series of community-focused events, as detailed in our bulletins. These included the Newcomers’ Lunch in October 2023, which welcomed students and families to the parish, and our PanOrthodox Vespers in March 2024, which brought together Orthodox Christians from across the region. Celebrations such as St. Basil’s Day in January 2024 featured the traditional blessing of the vasilopita, alongside a fundraising raffle that supported parish initiatives. These gatherings underscored the parish’s role as a welcoming and inclusive space for worship, fellowship, and cultural preservation.
Charitable outreach remained central to the parish’s mission. Although the funds from this year’s large donation from the US were not directly disbursed to external causes, they enabled the parish to organize impactful fundraising campaigns. These included appeals for earthquake victims in Turkey and Syria and support for displaced children through UNICEF. The parish’s efforts not only provided material support to these causes but also served to deepen the spirit of compassion and service among parishioners, reflecting the values of the Orthodox faith.
TAR
March 2012
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) Ioanna Christodoulou Dr Philip Atzemoglou Position Treasurer (eg Secretary, Chair, etc)[President ] Date 24/12/2024 TAR 5 March 2012
March 2012
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Section/E Financiallreview
Brief To maintain cash balances equivalent t
statement of the expenditure. q ent to at least 6 months of revenue
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:
e the charity’s principal
sources of funds (including
any fundraising);
e how expenditure has
supported the key objectives
of the charity;
e investment policy and
objectives including any
ethical investment policy
adopted.
Section F Other, optional! information
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Section G Declaration
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The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
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Full name(s)| loanna Christodoulou Dr Philip Atzemoglou
(eg Secretary, Chair, etc) Preskient
Date} 24/12/2024
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TAR
5
March 2012
x CHARITY COMMISSION Independent examiner's FOR ENGLAND AND WALES report on the accounts
Section A
Independent Examiner’s Report
ReportFP to thememberstrustees/ of | The Greek Orthodox Community of the Holy Trinity, Oxford
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On accounts for the year | 5" April 2024
ended
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Charity no | 1011772
(if any)
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| report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 05/04/2024.
Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act’).
| report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, | have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
| have completed my examination. | confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
e accounting records were not kept in accordance with section 130 of the Act or
e the accounts do not accord with the accounting records
| have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
- Please delete the words in the brackets if they do not apply.
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Signed: Peler J.S ut Oy _ Date: | 17/01/2025
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Name: | Peter J Stevenson
Relevant professional qualification(s) or body (if any):
Address: | 8 Harbord Road
OX2 8LJ
IER
1
October 2018
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
2
IER
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|---|---|---|---|---|---|---|---|---|
|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|
|e|from|e|06/04/2023|e|05/04/2024|
|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|41,686|-|-|41,686|44,252|
|Gift Aid|4,686|4,686|3,482|
|Fundraising|6,871|-|-|6,871|6,356|
|Greek School receipts|45,736|-|-|45,736|45,875|
|Rental income|17,835|17,835|12,000|
|Refunds|-|-|-|-|138|
|Bank interest|559|-|-|559|78|
|-|-|-|-|-|
|-|-|-|-|-|
|-|-|-|-|-|
|Sub total|(Gross income for|
|AR)|[ 117,373 ]|-|-|117,373|112,181|
|A2 Asset and investment sales,|
|(see table).|
|-|-|-|-|
|-|-|-|-|-|
|Sub total|-|-|-|-|-|
|Total receipts|117,373|-|-|117,373|112,181|
|=——|_—|—|
|A3 Payments|
|Clergy employment costs|30,220|-|30,220|26,333|
|Clergy accommodation allowance|8,400|-|-|8,400|5,600|
|Greek School teacher salary costs|22,473|-|-|22,473|19,884|
|Greek School rent & other costs|24,160|-|-|24,160|16,113|
|Property renovation costs|-|-|16,400|
|Property running costs|3,814|3,814|4,969|
|Liturgical costs & donations|2,750|-|-|2,750|1,189|
|Other charitable costs|534|-|-|534|350|
|-|-|-|-|-|
|-|-|-|-|-|
|-|-|-|-|-|
|Sub total|[ 92,351 ]|-|-|92,351|90,838|
|A4 Asset and investment|
|purchases, (see table)|
|-|-|-|-|
|-|-|-|-|
|Sub total|[ - ]|-|-|-|-|
|==|Total payments|92,351|-|—|-|——|92,351|90,838|
|Net of receipts/(payments)|25,022|-|25,022|21,343|
|A5 Transfers between funds|-|- -|-|-|
|A6 Cash funds last year end|76,897|1,000|-|77,897|56,554|
|Cash funds this year end|===|101,919|1,000|- 102,919|==>|77,897|
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CCXX R1 accounts (SS)
16/01/2025
1
Section B Statement of assets and liabilities at the end of the period
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||||||
|---|---|---|---|---|
|Unrestricted funds|Restricted|Endowment|
|Categories|Details|funds|funds|
|to nearest £|to nearest £|to nearest £|
|B1 Cash funds|Barclays Tracker Account|15,213|-|-|
|UTB Savings A/C|50,000|-|-|
|Greek School Bank Account|
|26,831|-|-|
|Paypal Account|126|-|-|
|Barclays Current Account|9,749|1,000|-|
|Cash|
|-|-|-|
|Total cash funds|101,919|1,000|-|
|yan|
|(agree balances with receipts and payments|
|account(s))|OK|OK|OK|
|Unrestricted funds|Restricted|Endowment|
|funds|funds|
|Details|to nearest £|to nearest £|to nearest £|
|B2 Other monetary assets|Gift aid claimable|954|-|-|
|-|-|-|
|-|-|-|
|-|-|-|
|-|-|-|
|-|-|-|
|—===|
|Fund to which asset|Current value|
|Details|belongs|Cost (optional)|(optional)|
|B3 Investment assets|-|-|
|-|-|
|-|-|
|-|-|
|-|-|
|===>|
|Fund to which asset|Current value|
|Details|belongs|Cost (optional)|(optional)|
|B4 Assets retained for the|Parish owned house; land and buildings at|Unrestricted|-|-|
|24 Cavendish Drive Marston Oxford OX3|
|charity’s own use|-|-|
|-|-|
|-|-|
|-|-|
|-|-|
|-|-|
|-|-|
|-|-|
|an|
|Fund to which liability|Amount due|When due|
|Details|relates|(optional)|(optional)|
|B5 Liabilities|Independent Examiner fee|Unrestricted|150|
|Clergy travel costs|Unrestricted|3,478|
|Property rental deposit|Unrestricted|1,903|
|-|
|Signed by one or two trustees on|Date of|
|behalf of all the trustees|Signature|Print Name|approval|
|Dr Philip Atzemoglou|24/12/2024|
|CCXX R2 accounts (SS)|==|2|16/01/2025|
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