## **Trustees’ Annual Report for the period**
**From 1[st] January 2023 To 31[st] Dec 2023**
## **Charity name: ST. Marys Jacobite Syrian Orthodox Church, Liverpool**
## **Charity registration number: 1121608**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|To advance the religion of the Jacobite Syrian
Orthodox Church in the North West of England|
|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|Maintaining the faith, traditions and doctrines of
the Jacobite Syrian Orthodox Church and
perform all the religious rites and sacraments to
all its members in accordance with the ancient
Syrian Orthodox traditions.Conduct Holy
Eucharist, Sacraments and services according to the
faith, traditions, customs. provide Holy Sacraments to
all its members. organize and conduct Sunday School,
Prayer Meetings, Retreats, Youth Association and
Vanitha Samajam etc|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18||
## **Additional information (optional)** You may choose to include further statements where relevant about:
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SORP reference
To provide charity payments to poor and
Para 1.38 needy for hospital treatments, helping the
Policy on grant making poor to relieve poverty.
No Such activities
Para 1.38
Policy on social investment
including program related
investment
No Such activities
Para 1.38
Contribution made by
volunteers
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Other
## **Achievements and Performance**
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SORP reference
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|**Achievements and Performance**|**Achievements and Performance**|**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|Conducted regular Holy services by maintaining
the faith, traditions of the church throughout
the year.
Conducted all special services during holy
weeks, Provided all the religious rites and
sacraments to all its members in accordance
with the traditionsof Holy Church.
Maintained ongoing activities of Sunday School,
Youth Association and Vanitha Samajam.
Throughout the year we had the success in
welcoming new members to the church helped the
growth of the charity|
## **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|**No Such activities**|
|Investment performance
against objectives|Para 1.41|**No Such activities**|
|Other|||
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|Cash reserve of the charity is held in the nominated
bank account for future activities as per the
established objects.|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22||
|Amount of reserves held|Para 1.22||
|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||
|**Additional information (optional)**
You may choose to include further statements|**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|**Members monthly subscriptions,**
**donations, gift aid are the principal**
**sources.**|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**No Such activities**|
|A description of the principal
risks facing the charity|Para 1.46||
|Other|||
## **Structure, Governance and Management**
|Description of charity’s
trusts:||**St. Mary’s Jacobite Syrian Orthodox Church**|
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|**constitution and bylaws**|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Adopted its bylaw**|
|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|**AGM of the charity**|
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Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures
adopted for the induction and Para 1.51
training of trustees
The charity’s organisational
structure and any wider Para 1.51
network with which the
charity works
Relationship with any related Para 1.51
parties
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|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**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**
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Rev. Akhil Joy Chairman
2 Binu Varkey Secretary
3 Jose Mathew Treasurer
4 Suresh Koshy Vice President
5 Bindhu Binu 27/01/2024
6 Kochumon Thomas 27/01/2024
7 Basil Iype 27/01/2024
8 Lasitha Chacko 27/01/2024
9 Ben George 27/01/2024
10 Ebin Varghese 27/01/2024
11 Binu Jacob 27/01/2024
12
13
14
15
16
17
18
19
20
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– 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 No Assets held in this capacity
Name and objects of the None 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 they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
|**Signature(s)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|_Jose_|
|---|---|
||Jose Mathew|
||
Treasurer|
||27thJanuary 2024|
||27thJanuary 2024|
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Charity Name No (if any)
ST MARY'S JACOBITE SYRIAN ORTHODOX CHURCH 1121608
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01/01/2023 31/12/2023
Section A Receipts and payments
Unrestricted Endowment
Restricted funds Total funds Last year
funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
CHARITY OFFERINGS 900 - - 900 800
CHRISTMAS DONATIONS 1,580 - - 1,580 1,390
CHURCH OFFERTORY 6,106 - - 6,106 4,485
DONATIONS-MEMBERS 1,278 - - 1,278 1,495
DONATIONS-MEMBERS REFRESHMENT 4,475 - - 4,475 -
FAMILY CONFERENCE 265 - - 265 -
FUNERAL SERVICE COLLECTION 3,650
GIFTAID REPAYMENTS 8,490 - - 8,490 4,076
HOLY QURBANA OFFERINGS 450 - - 450 600
HOLY WEEK OFFERINGS 2,300 - - 2,300 1,100
MEMBERS SUBSCRIPTIONS 10,839 - - 10,839 7,025
PERUNAL OFFERINGS 2,200 - - 2,200 925
PICNIC CONTRIBUTIONS 3,799 - - 3,799 3,265
ST. MARYS PRAYER GROUP - SAMAJAM 31 31 1,140
ST. MARYS YOUTH ASSOCIATION 967 - - 967 -
SUNDAY SCHOOL OFFERINGS 2,948 - - 2,948 499
BUILDING FUND - - - - 1,080
Sub total (Gross income for AR) 46,629 - - 46,629 31,529
A2 Asset and investment sales, (see
table).
- - - - -
Sub total - - - - -
Total receipts 46,629 - - 46,629 31,529
A3 Payments
BANK CHARGES 102 - - 102 60
BUILDING FUND CONTRIBUTION 3,190 - - 3,190 -
CHARITY PAYMENTS-CHURCH 1,150 - - 1,150 1,050
CHARITY PAYMENTS-SAMAJAM 613 - - 613 -
CHARITY PAYMENTS-SUNDAY SCHOOL 180 - - 180 -
CHRISTMAS EXPENSES 1,080 - - 1,080 265
CHURCH ITEMS 825 - - 825 517
CHURCH RENT 9,949 - - 9,949 2,560
FUNERAL SERVICE EXPENSES 42 - - 42 3,650
HOLY WEEK EXPENSES 1,570 - - 1,570 1,250
MSOC REGIONAL COUNCIL PAYMENTS 1,600 - - 1,600 405
PERUNNAL EXPENSES 1,230 - - 1,230 -
PICNIC EXPENSES 3,713 - - 3,713 3,446
REFRESHMENT EXPENSES 5,086 - - 5,086 1,844
SUNDAY SCHOOL EXPENSES 2,860 - - 2,860 570
VICAR'S PAYMENTS 5,250 - - 5,250 4,400
VICAR'S TRAVEL EXPENSES 50 - - 50 450
Sub total [ 38,488 ] - - 38,488 20,467
A4 Asset and investment purchases,
(see table)
- - - -
Sub total [ - ] - - - -
Total payments 38,488 - - 38,488 20,467
Net of receipts/(payments) 8,140 - - 8,140 11,062
A5 Transfers between funds - - -
A6 Cash funds last year end 45,904 - - 45,904 34,842
Cash funds this year end 54,044 - - 54,044 45,904
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1
## **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
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**|(agree balances with receipts and payments
account(s))
**Details**
HSBC CURRENT AC
CASH BALANCE
**_Total cash funds_**
**Details**
**Details**
**Details**
**Details**|**Unrestricted**
**funds**
**to nearest £**
**52,192**
**1,853**|**Restricted funds**
**to nearest £**
**-**
**-**|**Endowment funds**
**to nearest £**
**-**
**-**|
|---|---|---|---|---|
|||**54,044**|**-**|**-**|
|||OK|OK|OK|
|||**Unrestricted**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**|**Restricted funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Amount due (optional)**|**Endowment funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value (optional)**
**-**
**-**
**-**
**-**
**-**
**Current value (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**When due (optional)**|
||||**-**
**-**
**-**||
||Signature|Print Name
Jose Mathew||Date of approval
28/10/2024|
2
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