## **Trustees’ Annual Report for the period** **From 01/01/2021 Period start date To 31/12/2021 Period end date** ## **Charity name: The Trust Fund of the Orthodox Greek Church at Higher Broughton Manchester Charity registration number:1042299** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**The advancement of the Greek Orthodox**
**Religion in the area of Greater**
**Manchester for the benefit of the public**| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.|Para 1.17 and
1.19|**To provide a place of worship, school,**
**Community building and accommodation**
**for the Priest**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**In fulfilling our obligations we have**
**regard to the guidance issued by the**
**Charity Commission on Public Benefit**| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|| |Policy on social investment
including program related
investment|Para 1.38|**To enable us to achieve our aims we have**
**invested in properties balancing Income**
**with capital appreciation**| |Contribution made by
volunteers|Para 1.38|| |Other||| ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|**We are still happy to report that our aims**
**are still being fulfilled.**
**We are in a position now to finance our**
**next project in repairing part of a**
**presbytery which needs rebuilding**
**urgently.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |Achievements against
objectives set|Para 1.41|| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**The properties are all let and we are**
**happy to report another year with a**
**surplus.**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**We need to upgrade one more house**
**whenever the tenant changes and also**
**have reserves for any emergencies**| |Amount of reserves held|Para 1.22|**£15000**| |Reasons for holding zero
reserves|Para 1.22|| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|| |Details of fund materially in
deficit
Para 1.24
Explanation of any
uncertainties about the
charity continuing as a going
concern
Para 1.23|Details of fund materially in
deficit
Para 1.24
Explanation of any
uncertainties about the
charity continuing as a going
concern
Para 1.23|| |---|---|---| |**Additional information (optional)**
You may choose to include further statements||where relevant about:| |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|**Rental Income and occasional donations**| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**Trust Deed**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**CIO**| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|**New Trustees are selected and appointed**
**by the serving Trustees taking into**
**consideration ability and skills to fulfil**
**a certain position**| **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |Policies and procedures
adopted for the induction and
training of trustees|Para 1.51|| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|| |Relationship with any related
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** Charity name Other name the charity uses Registered charity number Charity’s principal address **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – Corporate trustees names of the directors at the date the report was approved ## **Director name** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** ## **Funds held as custodian trustees on behalf of others** Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** **Type of Name Address adviser** **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** Declarations The trustees declare that thèy have approv•d the trustees, report above. Signed on behalf of the charity's trustees Slgnaturels) Full namels) Posftlon (eg Secretary, Chair, etc) Mr Antonios M Andreou Chaiman Mr George A Levendi Secretary Dats 2022 THF. TRUST FUND OF THE ORTHODOX GRF.F.K CHURCH AT HIGHER BROUCHTON, MANCHESTER 31 DF.CEMBER 2021 THF. TRUST FUND OF TIIE ORTHODOX GRF.F.K CIIURCH AI. IIIGIITr.R IIROUG111'0N, MANCIITr:Sl'b:R Charity Infomialion Accountsnts Report A¢¢ounis Notes to Ihc Accounts Assct R¢gistcr THETRUST FUND OFTHE ORTHODOX GREEK CHURCH AT HIGHER BROUGHTON, MANCHESTER Accountants Report The attached accounts for the year enda 31 December 2021 were prepared from and are in agreement wilh the books and explanations given by the trustees. LL-&q Date: 2£. S. LaLL Lucas Reis Ltd Chartered Accountants and Business Advisots Landowne House 85 Buxlon Road Stockport SK2 6LR THE TRUST FUND OF THE ORTHODOX GREEK CHURCH AT HIGHER BROUGHTOIY, MANCHESTER Recelpts and Payments for the yeAr ended 31 December 2021 2021 2020 Recelpt$ Rents 36,724 37,029 Payments Agents Fees Repairs House Insurance House Repairs Church Repairs 955 1,929 346 1,442 10,072 1,520 4,656 14,175 13,789 Surplus for the year £ 22.549 £ 23,240 Trlotes 2021 2020 Flxed Assets Properties (Houses) 726,316 726,316 Current Assets Bank Accounts 108,198 85,649 Total Assets £ 834,514 £ 811.965 Represented By Accumulat¢d Fund brought forward 811,965 788,725 Sutplus for the Year 22,549 23,240 Accumulated Fund carried forward £ 834.514 £ 811,965 Trustees Mr A M Andrwu Date.Z Mr ts A tiabnlatsou Date . Mr (i A Levendi Date . Mr S Styltanou 21 . J. 2•LL 2tr.03 I￿1 Miss A loannou Date . THE TRUST FUND OF THE ORTIIODOX GRLEK CIIURCH AT HIGHF.R BROUGHTON, MANCHESTER Note5 to the Atcounts (i) 'rhe accounis have been prepared on a hisiorical basis with nornial accounting convcnlions. (2) In addition lo the asscls in Ihc accounls. thc Truslccs also hold thc laiid aiid buildiiig?s of Ili¢ Cjrcck Orthodox Cliurch at I lighcr Rroughion Maiichcster, undcr thL' lem15 of il)e orib)inal Declaraiion of 'frusi daied 12th November 1867 and as sub8cqucntly amcndcd by various dccds. (3) 'I'hc -I'Nslecs would likc lo cxprcss Ihcir gratiludc to all thosc who hav¢ conlribuied to fulfilling) Ihcir aims ovcr Ihc last 25 ycat3. cspccially Ihosc ihat have donated io lh¢ 150ih Annivcrsary l.'und. Wc arc happy lo rcport Ihal aftcr carcful invcslmcnts in various bonds and latcly in prop¢rt1¢5, resbyLcry wall. whi¢h is IcaninLv cxcLs8ivcly and nccds io bc rcpaircd as soon as pos.8iblL. 'I'hc projcci is al IhL stagc of producing drawings and spccifications lo obtain Icndcrs from suilablc conlraclors. (4) Accumulat¢d Fund Ca￿l¢d forward 3111212021 3111212020 Propcrtics £726,316 £726,316 Cash at Bank £108.198 £85,649 £834,514 £811,965 ffl LUCAS IIEIS cHA￿TERED ACCOVNTANTS & BusiNISS ADVISORS Independent examinerfs report to thetrustees of The Trust Fund of the Orthodox Greek Church at Higher Broughton. Manchester. Charlty number 1042299. I report to the trustees on my examination of the accounts of The Trust Fund of the Orthodox Greek Church at Higher Broughton, Manchester (the Trust) for the year ended 31 December 2021. Responslblllty and basls of report As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the charities Act 20111.the Act.). I 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 I have followed all applicable Directions given by the Charity Commi55ion under section 1451511bl of the Act. Independent examlnerfs ststement I have completed my examination. I confirm that no material matters have come to my attention in Connection with the examination giving me cause to believe that in any material respett.. l. Accountin8 record5 were not kept in respect of the Trust as required by section 130 of the Act,. or 2. The accounts do not accord with those records. I have no concerns and have come across no matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understandin8 of the accounts to be reached. Si8ned.' Name.. Michael Lucas Professional qualification.. FCCA Date.. 28" March 2022 LUCAS KE15 LIMITEO LANSDOWNE HOUS 5 BUXTON ROAD STOCKPORT SK2 6LR T. 0161 523 2929 F. 0161 523 2928 DIRECTOKS.. h4.LUCAS BSC.IHONSI. FCCA S.KEIS BSC.IHONSI. FCA. ATII. CFE REGISTERED IN ENGLAND & WALÈS COMPANY NO. 5189238. VAT KEG. NO. 841 7055 36 WWW.LVCA5REIS.CObl INFo&LucA5KE15.COM ll LUCAS IIEIS CHARTEKED AccouNTANTS & BUSINESS ADVISORS Independent examinerfs report to the trustees of The Trust Fund of the Orthodox Greek Church at Hlgher Broughton. Manchester, Charlty n14rnber 1042299. I report to the Irustee5 on my examination of the account5 of The Trust Fun(1 ol the Orthodox Greek Church at Higher Broughton. Manchester {the Trust) for the year ended 31 December 2021. Responsibility basls of report A5 the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charit￿5 Act 20111.the Acfl. I report in respect of my examination of the Trusys accounts Cafried out under section 145 of the 2011 Act and in carrying out my examination I have followed all applicable Direction5 given by the Charity Comtnission under section 14515llb} of the Act. Independerrt examlnerfs State￿nt I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to belFeve that in any rnaterial respect.. l. Accounting records were not kept in respect of the Trust as required by section 130 of the Act- or 2. The accounts do not accord with those records. I have no concerns and have come across no matters in connettion with the examinatton to which attention should be drawn in this report in Ofder to erbable a proper understanding of the accounts to be reached. Signed: Name: Michael Luca5 Professional qualtfication.. FCCA Date.. 28 March 2022 LAN5DOWNE HOUSE 5 BUXTON IioAD STOCKPORT SK2 6LR T. 016t 523 2929 F. 016] 523 3928 OIIiECTnKS.. M.Iuc.A5 BSr._IHONSX FCCA S.AE15 ISL.IHOP45k FCA. ATII. CFE REG￿Ttl￿D w ENG￿D & WAU5 COMPANY P40. s18￿J8. VAT AEC NCL A41 7055 36 wWw.Lv(."AS￿1lS LIIM E. INFO•LUCA5REIS.LOM