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Trustees’ Annual Report for the period
From 1 Sept. 2022 Period start date To 31 Aug. 2023 Period end date
Charity name: The Greek Orthodox Community of St Barbara the Great Martyr
Charity registration number: 1144751
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To promote the Orthodox Christian faith, to advance public education and to relieve poverty, sickness and distress and to provide facilities in the interest of social welfare for recreation and leisure time activities with the object of improving the conditions of life for the inhabitants of the county of Cheshire and its environs. |
| 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 |
In terms of public education, our Parish offers Sunday school for children of various ages and holds Catechism classes every Wednesday evening, open to all. Additionally, Fr. John Petkov, our priest-in- charge, actively visits local schools to promote awareness of the Christian values from the Orthodox perspective. Heritage Days are particularly successful, attracting many non-Orthodox people eager to learn about Orthodoxy. To combat poverty, sickness, and distress, our Parish supports the local West Cheshire Food Bank and participates in a mission to aid children living in zinc houses in Sierra Leone, initiated by Alexios Gennaris, with the blessing of Archbishop Nikitas of Thyateira and Great Britain. Supporting local families and parishioners in distress is a priority and we have extended our assistance to Ukrainian families fleeing the war in Ukraine. Our Parish fosters social welfare and fellowship by offering coffee and cookies after our Sunday Liturgy as well as organising social gatherings at other suitable venues. We also arrange pilgrimages to Holywell and St. Plegmund’s Well, providing further opportunities to worship and bring our community together |
| in the spirit of brotherhood and love in Christ. |
||
|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees are aware of the Charity Commission's guidance as outlined in the “Advancement of Religion for the Public Benefit” document and have had regard to it in their administration of the charity. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers 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 | This section highlights our Parish's ongoing commitment to spiritual growth in Christ our Lord, as well as education, charity, and community engagement. We look forward to continuing these efforts in the coming year. In January 2023, Father Pancratios Sanders retired and now serves as priest emeritus, available for occasional services and confessions. Fr Pancratios and presbytera Anna’s service to the Parish has been invaluable for its growth in the past 25 years. Their contribution in every aspect of Parish life and constant support has been tremendous and greatly appreciated. Fr John Petkov has taken over as priest-in- charge. His enthusiastic leadership has been attracting more people to the Parish, who were baptised, and now attending the |
Divine Liturgy on a regular basis. His work on catechesis has been fostering a deeper understanding of God and the Orthodox faith, vital for the spiritual health of the Parish. We have now expanded our liturgical schedule to include more morning and evening services, promoting further spiritual growth as our parishioners meet and worship together more frequently. We have updated our safeguarding policy to align with the latest Archdiocesan guidelines, ensuring the safety and wellbeing of our community members. In addition, we are in the process of updating our Sunday school curriculum to better serve our young parishioners. Our website has been revamped providing an enhanced online presence. It features the history of our Parish, information on services offered, news, catechism, contact details, and more: https://www.stbarbara.org.uk Our annual pilgrimage to Holywell has been a great success, drawing Orthodox pilgrims from Cheshire, Wales, and beyond. In addition to our regular Food Bank donations, our parishioners made a significant contribution of £1,200 to aid the victims of the February 6th, earthquake in Syria and Turkey. The Parish also offers a bursary for parishioners to attend the Trisagion choir training school, helping them to improve their singing skills and enhance our liturgical music.
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
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Overall, initiating the use of SumUp card payments has improved cashflow. Claiming the gift aid refund for several years has made a significant difference in turnover this year, resulting in a surplus of £7,784.30 compared to only £1,081 in the previous year. However, no further additions have been made to our NSI savings account, so the Church’s financial position broadly remains the same as last year. |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | According to our Constitution, Article 5vi, any capital of the current administration is to be placed in the bank in the name of the Community, and is to be withdrawn to cover the financial requirements of the Community. |
| Amount of reserves held | Para 1.22 | NSI deposit account as of 31stAugust 2023: £37,540 |
| 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 | We plan to appeal to our parishioners to consider making monthly contributions via standing order to help stabilise our income and reduce fluctuations. |
Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted Para 1.46
A description of the principal risks facing the charity Other
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Deed of Trust and Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Our Constitution has been adopted and voted at the First Clergy-Laity Conference of the Archdiocese of Thyateira and Great Britain, held in London, October 22nd - 24th 1964. It was amended at the Second Clergy-Laity Conference of the Archdiocese held in Glasgow, October 14th, 1966, and by the Third Clergy-Laity Conference held in Birmingham, October 20th, 1968 and the Fourth Clergy-Laity Conference held in Manchester, November 10th 1970. |
| 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 | According to our Constitution, Article 5ii, Trustees are elected by the Community Board after consultation with the Archdiocese, and their appointment is confirmed by the General Assembly of the Community members. |
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 | The Greek Orthodox Community of Saint Barbara the Great Martyr |
|---|---|
| Other name the charity uses | The Orthodox Christian Parish of St Barbara |
| Registered charity number | 1144751 |
| Charity’s principal address | Overleigh Cemetery Overleigh Road Chester CH4 7HW |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Archbishop Nikitas Lioulias |
||||
| Theodoros Papadopoulos |
Chairman | |||
| Eirini Rakitzi | Secretary | |||
| Lidia Critchley | Treasurer | |||
| Adelina Traista | ||||
– 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 N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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 |
||
|---|---|---|
| Theodoros Papadopoulos | ||
Chairman |
||
| 16thJune 2024 | ||
| 16thJune 2024 |
The Greek Orthodox Community of St Barbara the Great
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No (if any)
Receipts and payments accounts
CC16a
For the period 01/09/2022 31/08/2023 To from
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ - 17,354 2,870 270 953 153 360 6,069 28,029 35 - 35 28,064 200 50 738 840 1,520 - 6,160 271 523 2,200 1,068 3,000 112 90 1,047 269 144 1,387 661 20,280 - - - 20,280 7,784 - - 7,784 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1 |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ - 17,354 2,870 270 953 153 360 6,069 28,029 35 - 35 28,064 - 200 50 738 840 1,520 - 6,160 271 523 - 2,200 1,068 3,000 112 90 1,047 269 144 1,387 661 20,280 - - - 20,280 7,784 |
Total funds to the nearest £ - 17,354 2,870 270 953 153 360 6,069 28,029 35 - 35 28,064 - 200 50 738 840 1,520 - 6,160 271 523 - 2,200 1,068 3,000 112 90 1,047 269 144 1,387 661 20,280 - - - 20,280 7,784 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| Donations, legacies andgrants | - | - | ||||
| Collections and donations | 17,354 | - | ||||
| Regular Donations & Members' subscriptions |
2,870 | - | ||||
| Hire of church | 270 | - | ||||
| Fundraising events - Earthquake appeal |
953 | - | ||||
| Book stall | 153 | - | ||||
| Certificates | 360 | - | ||||
| Gift Aid Reclaimed | 6,069 | - | ||||
| Sub total(Gross income for AR) |
28,029 | - | ||||
| A2 Asset and investment sales, (see table). |
||||||
| NSI Interest | 35 | |||||
| - | - | |||||
| Sub total | 35 | - | ||||
| Total receipts A3 Payments |
||||||
| - | ||||||
| Church activities | - | |||||
| ClergyPension Fund | 200 | - | ||||
| ClergyConference | 50 | - | ||||
| Candles and Books | 738 | |||||
| Certificates Book | 840 | |||||
| Donations | 1,520 | |||||
| Fr Pancratios's Expenses | - | - | ||||
| House Rent | 6,160 | - | ||||
| Telephone andpostage | 271 | - | ||||
| Car Expenses | 523 | - | ||||
| Fr John's Expenses | - | |||||
| MonthlyExpenses | 2,200 | |||||
| Invoices | 1,068 | |||||
| Electricity | 3,000 | |||||
| Building Fire Security | 112 | |||||
| Smart Water Technology | 90 | |||||
| Buiding Insurance | 1,047 | |||||
| Thirtyoneeight Subscription | 269 | |||||
| Zoom subscription | 144 | |||||
| Miscellaneous Items | 1,387 | |||||
| Sundries | 661 | - | ||||
| **Sub total ** | 20,280 | - | ||||
| A4 Asset and investment purchases, (see table) |
||||||
| - | ||||||
| - | ||||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end CCXX R1 accounts (SS) |
||||||
| - | ||||||
7,784 |
- | |||||
| - | - | |||||
| - | - | |||||
| 7,784 | - | |||||
| 16/06/2024 |
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 B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details N/A Details Total cash funds (agree balances with receipts and payments account(s)) N/A N/A Details Details N/A Details N/A Signature |
Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - Agreement Error OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Theodoros Papadopoulos |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| Theodoros Papadopoulos | 16th June 2024 | ||
CCXX R3 accounts (SS)
16/06/2024
2
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Ex<iminer s Report Report to the trusteesl m•mbers of k£ 60 E Fic o@l¥oboi Co g l. On a¢¢ountJ for the y•ar 31. ol ?¢ii (If any) 1144751 I rerxt to the truste8s on my examinalKm of the aLU)unts of the atx charity {Ihe Trusf) for the year end8d R•spolb1l1l1•$And As thochaiity trustees of the Twsl, you are re¥$th for the preparalion bas1$ of report ol the accounts in ac¢Thdm ith the requirements of th8 Charities Ala 2011 ftr Acr). I reF in respect of rny axamination of the Tfusfs auxjunts carried out urKler section 145 of the 2011 Acl and In (3Trylng oul my examlnation. I have folkyaEd ihe apF4icable DlrectN)ns glven by the Charlty Commisslon urKler sedion 145(5Mb) of the ACL I have CrynJ my examination. I confirm that malerial matters have come to My attentw)n (other than that dis()sed bglow") in nnectIOn with th8 examination vthich gi4ps me Cause to believe that in. any material Indopendont •xamlnerf• stat•rnent acc4)unlirvJ records re not kept kn acc4xdan¢x Wbth section 130 of Ihe A( or I have no c3)nM5 and have come across other rnatte In connectlon with the ey2minalw)n to whicti attention should b8 drawn In Order lo enable proper undelanding of Ihe a(JyJunts to b8 reached. ' Please delele the woth in the brackets If they do not appty. SIgn. IS.oc. 24 L I SÉcRieiL R•l•vant profession•1 qualific•tion(•) or body (If any): CCA Addrnu: S f e VLt*l Cic S7T0 Rop b OIT