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2022-04-05-accounts

REGISTERED CHARITY NUMBER: 1024015

Report of the Trustees and Unaudited Financial Statements for the Year Ended 5 April 2022

for

ST. GEORGE AND ST. ATHANASIOUS COPTIC ORTHODOX CHURCH

Botros & Co Chartered Accountants 4 Northwest Business Park Servia Hill Leeds West Yorkshire LS6 2QH

ST. GEORGE AND ST. ATHANASIOUS COPTIC ORTHODOX CHURCH

Contents of the Financial Statements for the Year Ended 5 April 2022

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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. GEORGE AND ST. ATHANASIOUS COPTIC ORTHODOX CHURCH

Report of the Trustees for the Year Ended 5 April 2022

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 5 April 2022. 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).

STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document

The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number

01024015 (England and Wales)

Registered Charity number 1024015

Registered office

40 Kingston Drive Whitley Bay Tyne & Wear NE26 1JJ

Trustees

H G Bishop Antony Dr S Asaad Mr M Guirguis Mrs L Eskander Mr S Nashed Mr M Mikhail

Company Secretary

Dr S Asaad

Independent Examiner

Botros & Co Chartered Accountants 4 Northwest Business Park Servia Hill Leeds West Yorkshire LS6 2QH

Bankers

Lloyds Bank plc 69 Bedford Street North Shields Tyne and Wear NE29 0AU

Committee

  1. H G Bishop Antony Chairman 2.Dr Seif Asaad Secretary

3.Dr Magdy Eskander 4.Mr Stephen Abdulla 5.Miss Christin Henen

6.Dr Amir Michael Treasurer

Page 1

ST. GEORGE AND ST. ATHANASIOUS COPTIC ORTHODOX CHURCH

Report of the Trustees for the Year Ended 5 April 2022

This report has been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies.

Approved by order of the board of trustees on 5 September 2022 and signed on its behalf by:

Charity secretary Dr S Asaad - Secretary

Page 2

Independent Examiner's Report to the Trustees of St. George and St. Athanasious Coptic Orthodox Church

Independent examiner's report to the trustees of St. George and St. Athanasious Coptic Orthodox Church ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 5 April 2022.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5) (b) of the 2011 Act.

Independent examiner's statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act; or 2. the accounts do not accord with those records; or

  2. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act 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; or

  3. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).

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.

Botros & Co Chartered Accountants 4 Northwest Business Park Servia Hill Leeds West Yorkshire LS6 2QH

5 September 2022

Page 3

ST. GEORGE AND ST. ATHANASIOUS COPTIC ORTHODOX CHURCH

Statement of Financial Activities for the Year Ended 5 April 2022

Notes
INCOME AND ENDOWMENTS FROM
Donations and legacies
Investment income
2
Total
EXPENDITURE ON
Raising funds
3
Other
Total
NET INCOME
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
5.4.22
Unrestricted
fund
£
98,139
6
98,145
82,081
444
82,525
15,620
1,538,613
1,554,233
5.4.21
Total
funds
£
108,553
20
108,573
89,584
551
90,135
18,438
1,520,175
1,538,613

The notes form part of these financial statements

Page 4

ST. GEORGE AND ST. ATHANASIOUS COPTIC ORTHODOX CHURCH

Balance Sheet 5 April 2022

Notes
FIXED ASSETS
Tangible assets
7
CURRENT ASSETS
Debtors
8
Cash at bank
NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT LIABILITIES
NET ASSETS
FUNDS
9
Unrestricted funds
TOTAL FUNDS
5.4.22
Unrestricted
fund
£
1,366,352
21,028
166,853
187,881
187,881
1,554,233
1,554,233
1,554,233
1,554,233
5.4.21
Total
funds
£
1,366,771
36,677
135,165
171,842
171,842
1,538,613
1,538,613
1,538,613
1,538,613

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 5 April 2022.

The members have not required the company to obtain an audit of its financial statements for the year ended 5 April 2022 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on 5 September 2022 and were signed on its behalf by:

S Asaad - Trustee

The notes form part of these financial statements

Page 5

ST. GEORGE AND ST. ATHANASIOUS COPTIC ORTHODOX CHURCH

Notes to the Financial Statements for the Year Ended 5 April 2022

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, 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 Companies Act 2006. 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.

Plant and machinery - 15% on reducing balance Fixtures and fittings - 15% on reducing balance Motor vehicles - 25% on reducing balance

Taxation

The charity is exempt from corporation 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.

2. INVESTMENT INCOME

INVESTMENT INCOME
Deposit account interest 5.4.22
5.4.21
£
£
6
20

continued...

Page 6

ST. GEORGE AND ST. ATHANASIOUS COPTIC

ORTHODOX CHURCH

Notes to the Financial Statements - continued for the Year Ended 5 April 2022

3. RAISING FUNDS

4.

Investment management costs


Donations payable:
Clergy living expenses
Telephone
Postage & stationery
Motor & travelling
Premises insurance
Rates & water charges
NET INCOME/(EXPENDITURE)
Net income/(expenditure) is stated after charging/(crediting):
Depreciation - owned assets
5.4.22
£
8,600
45,574
514
264
2,969
4,732
6,959
69,612
5.4.22
£
419
5.4.21
£
8,600
47,260
351
245
1,514
5,289
5,899
69,158
5.4.21
£
536

5. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 5 April 2022 nor for the year ended 5 April 2021.

Trustees' expenses

There were no trustees' expenses paid for the year ended 5 April 2022 nor for the year ended 5 April 2021.

6. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

INCOME AND ENDOWMENTS FROM
Donations and legacies
Investment income
Total
EXPENDITURE ON
Raising funds
Other
Total
NET INCOME
RECONCILIATION OF FUNDS
Total funds brought forward
Unrestricted
fund
£
108,553
20
108,573
89,584
551
90,135
18,438
1,520,175

continued...

Page 7

ST. GEORGE AND ST. ATHANASIOUS COPTIC ORTHODOX CHURCH

Notes to the Financial Statements - continued for the Year Ended 5 April 2022

6. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued

TOTAL FUNDS CARRIED FORWARD
7.
TANGIBLE FIXED ASSETS
Fixtures
Freehold
Plant and
and
property
machinery
fittings
£
£
£
COST
At 6 April 2021 and
5 April 2022
1,364,692
4,618
28,264
DEPRECIATION
At 6 April 2021
-
4,555
27,329
Charge for year
-
9
140
At 5 April 2022
-
4,564
27,469
NET BOOK VALUE
At 5 April 2022
1,364,692
54
795
At 5 April 2021
1,364,692
63
935
8.
DEBTORS: AMOUNTS FALLING DUE AFTER MORE THAN ONE YEAR
Income tax recoverable
9.
MOVEMENT IN FUNDS
At 6.4.21
£
Unrestricted funds
General fund
1,538,613
TOTAL FUNDS
1,538,613
Net movement in funds, included in the above are as follows:
Incoming
resources
£
Unrestricted funds
General fund
98,145
TOTAL FUNDS
98,145
TOTAL FUNDS CARRIED FORWARD
7.
TANGIBLE FIXED ASSETS
Fixtures
Freehold
Plant and
and
property
machinery
fittings
£
£
£
COST
At 6 April 2021 and
5 April 2022
1,364,692
4,618
28,264
DEPRECIATION
At 6 April 2021
-
4,555
27,329
Charge for year
-
9
140
At 5 April 2022
-
4,564
27,469
NET BOOK VALUE
At 5 April 2022
1,364,692
54
795
At 5 April 2021
1,364,692
63
935
8.
DEBTORS: AMOUNTS FALLING DUE AFTER MORE THAN ONE YEAR
Income tax recoverable
9.
MOVEMENT IN FUNDS
At 6.4.21
£
Unrestricted funds
General fund
1,538,613
TOTAL FUNDS
1,538,613
Net movement in funds, included in the above are as follows:
Incoming
resources
£
Unrestricted funds
General fund
98,145
TOTAL FUNDS
98,145
Plant and
machinery
£
4,618
4,555
9
4,564
54
Fixtures
and
fittings
£
28,264
27,329
140
27,469
795
Motor
vehicles
£
26,202
25,121
270
25,391
811
1,364,692 63 935 1,081
5.4.22
£
21,028
Net
movement
in funds
£
15,620
15,620
Resources
expended
£
(82,525)
(82,525)

continued...

Page 8

ST. GEORGE AND ST. ATHANASIOUS COPTIC ORTHODOX CHURCH

Notes to the Financial Statements - continued for the Year Ended 5 April 2022

9. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

At 6.4.20
£
Unrestricted funds
General fund
1,520,175
TOTAL FUNDS
1,520,175
Comparative net movement in funds, included in the above are as follows:
Incoming
resources
£
Unrestricted funds
General fund
108,573
TOTAL FUNDS
108,573
A current year 12 months and prior year 12 months combined position is as follows:
At 6.4.20
£
Unrestricted funds
General fund
1,520,175
TOTAL FUNDS
1,520,175
Net
movement
in funds
£
18,438
18,438
Resources
expended
£
(90,135)
(90,135)
Net
movement
in funds
£
34,058
34,058
At
5.4.21
£
1,538,613
1,538,613
Movement
in funds
£
18,438
18,438
At
5.4.22
£
1,554,233
1,554,233

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
resources
expended
£
£
206,718
(172,660)
Movement
in funds
£
34,058
TOTAL FUNDS 206,718
(172,660)
34,058

continued...

Page 9

ST. GEORGE AND ST. ATHANASIOUS COPTIC ORTHODOX CHURCH

Notes to the Financial Statements - continued for the Year Ended 5 April 2022

10. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 5 April 2022.

Page 10

ST. GEORGE AND ST. ATHANASIOUS COPTIC ORTHODOX CHURCH

Detailed Statement of Financial Activities for the Year Ended 5 April 2022

INCOME AND ENDOWMENTS
Donations and legacies
Donations
Sundry income
5.4.22
5.4.21
£
£
76,834
84,864
21,305
23,689
Investment income
Deposit account interest
98,139
108,553
6
20
Total incoming resources
EXPENDITURE
Raising donations and legacies
Church water charges
Church light and heat
Church repairs & renewals
98,145
108,573
58
81
7,541
2,354
4,870
17,991
Investment management costs
Donations payable:
Clergy living expenses
Telephone
Postage & stationery
Motor & travelling
Premises insurance
Rates & water charges
12,469
20,426
8,600
8,600
45,574
47,260
514
351
264
245
2,969
1,514
4,732
5,289
6,959
5,899
Other
Plant and machinery
Fixtures and fittings
Motor vehicles
Bank charges
69,612
69,158
9
11
140
165
270
360
25
15
444
551
Total resources expended 82,525
90,135
Net income 15,620
18,438

This page does not form part of the statutory financial statements

Page 11