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2021-12-31-accounts

Charity no. 1097591

St Mary & St George Coptic Orthodox Church Plymouth

ANNUAL REPORT AND ACCOUNTS For the year ended 31 December 2021

Charity no. 1097591

St Mary & St George Coptic Orthodox Church

TRUSTEES’ ANNUAL REPORT

for the year ended 31 December 2021

The trustees present their annual report for the period from 1 January to 31 December 2021.

The principal address of the charity is Blunts Lane, Plymouth PL6 8BE.

Trustees

The charitable Trust is constituted by Trust Deed.

The trustees who managed the charity were: His Grace Bishop Antony Dr HFM Mekhael (treasurer); Dr BZ George Dr Mina Adel Basta.

Appointment of trustees is governed by the Trust Deed of the Charity. The board of trustees is authorised to select and appoint new trustees to fill vacancies arising through resignation or death of an existing trustee.

Investment powers

The Trust Deed authorises the trustees to make and hold investments using the general funds of the charity.

Objectives, activities and performance

The objectives of the charity are to provide worship for believers of the Coptic Orthodox Faith.

The charity provided opportunities for members of the Coptic Orthodox Church to worship from its base in Plymouth. The trustees are grateful for the generosity and support of the congregation and other donors for enabling the church to continue and expand its activities. The church gradually returned to full activities since the restrictions imposed during the coronavirus pandemic.

The reserves are held for maintaining and expanding the charity’s activities.

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees:

Dr H F M Mekhael Treasurer and acting Secretary

25 October 2022

[1]

Charity no. 1097591

St Mary & St George Coptic Orthodox Church Plymouth

Receipts and Payments Account For the period from 1 January to 31 December 2021

Receipts
Donations
Gift Aid tax reclaimed
Interest received
Property donations
Payments
Church, services and priests
Management and
administration
Charitable donations
Loan interest
Purchase of car
Priests’ residence: fttings,
utilities
Net receipts for the year
Loans (repaid)/received
Cash funds at 31 December
2020
Cash funds at 31 December
2021
Unrestrict
ed funds
Restricte
d funds
Total funds
2021
Total funds
2020
£
£
£
£
43,817
-
43,817
32,001
7,707
-
7,707
7,888
6
-
6
31
11,795
-
11,795
9,205
67,932
67,932
49,125
16,076
-
16,076
4,997
15,489
-
15,489
7,365
33,750
-
33,750
8,500
2,393
-
2,393
3,233
7,299
-
7,299
-
224
-
224
2,159
75,231
-
75,231
26,254
(11,906)
-
(11,906)
22,871
(2,609)
-
(2,609)
(1,352)
70,962
-
70,962
49,443
56,447
-
56,447
70,962

Statement of Assets and Liabilities at 31 December 2021

Unrestricted funds
Cash funds
Assets retained for the charity’s own
use
Liabilities
details
bank account
freehold
properties
Loans
2021
£
56,447
655,744
40,111
2020
£
70,962
655,744
42,720
2020
£
70,962
655,744

A house for the priests’ residence was purchased during 2017 at a cost (including fees) of £190,079. The church premises were purchased freehold and are shown at cost. Refurbishments costing £94,665 (£nil paid during the year) are included in the cost of the building (total £464,665). Depreciation has not been provided on the buildings because they are judged to have a very long useful life with their estimated residual values not materially different from their carrying value.

The priests’ residence was part-financed by a secured loan from the Nat West bank of £58,500 over 15 years at 4.8% interest (balance at 31 December 2020 £42,720).

During the year, a car (Vauxhall Antara, reg. LV13 HZL) was purchased for the priests’ use. The cost was £7,299 which has been fully charged as an expense and not capitalised due to its age and forecast low market value.

Signed on behalf of all the trustees by

Dr H F M Mekhael, Treasurer and acting Secretary 25 October 2022

[2]

INDEPENDENT EXAMINER’S REPORT

REPORT TO THE TRUSTEES OF

ST MARY AND ST GEORGE COPTIC ORTHODOX CHURCH PLYMOUTH

CHARITY NUMBER 1097591

ON THE ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2021 SET OUT ON PAGE 2

Respective responsibilities of trustees and examiner

The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

It is my responsibility to:

• examine the accounts under section 145 of the 2011 Act

• to follow the procedures laid down in the general Directions given by the commission under section 145(5)(b) of the 2011 Act

Basis of independent examiner’s report

My examination was carried out in accordance with the general Directions given by the Charity Commission.

An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the next statement.

Independent examiner’s statement

In connection with my examination, no matter has come to my attention:

(1) which gives me reasonable cause to believe that in any material respect the requirements:

• to keep accounting records in accordance with section 130 of the 2011 Act and

• to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met or

(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached

Signed: Date: 25/10/2022 Name: SJ Blades, Blades Business Consulting Ltd Relevant professional qualifications: FCA Address: 314 Tavistock Road, Plymouth Mill PL6 8AL