## **Trustees’ Annual Report for the period** ## **From 01/01/2020 To 31/12/2020** **Charity name: The Greek Orthodox Community of the Holy Trinity and Saint Luke, Birmingham** ## **Charity registration number: 1161400** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**Advance the Greek Orthodox Christian**
**faith.**
**Provision of a place for the fulfilment of**
**the religious needs of Greek Orthodox**
**Christians.**
**Relieve sickness and financial hardship**
**Advance education.**| |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|**Religious services, Sunday Schools and**
**organised talks, provision of funds for**
**the relief of sickness, financial hardship.**
**Provision of counselling and support.**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**Trustees 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|| |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|**Advancement of the Christian Orthodox**
**Faith.**
**Religious activities including baptisms,**
**marriages, funerals.**
**The relief of poverty.**| |**Additional information (optional)**
You may choose to include further statements|**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 charity’s income was £85,647 and**
**expenditure was £85,307. See financial**
**statement for year ended 31 December**
**2020 attached.**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**The reserves shall be used for furthering**
**the objectives of the charity and do not**
**belong to the members.**| |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 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 A description of the principal Para 1.46 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|**Constitution**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Association**| |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|**Elected every two years.**| ## **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 Other ## **Reference and Administrative details** |Charity name|**The Greek Orthodox Community of the Holy Trinity and**
**Saint Luke, Birmingham**| |---|---| |Other name the charity uses|| |Registered charity number|1161400| |Charity’s principal address|Magnet Centre, Park Approach. Erdington, Birmingham,
B23 7SL.| ||| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Anastasios
Menicou|Chairman||| ||Theocharis
Jordanou|Treasurer||| ||Eleni Markou|||| ||Zacharias Ioannou|||| ||Andreas Kamenou|||| ||Fotoulla Lytras|||| ||Chrystalla
Christophorou|||| ||Tomazos Serghi|||| ||Antonios Kounavos|Secretary||| ||George Georgiou|||| – 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)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of**
**adviser**
**Name**
**Address**||| |**Advisor**|Marneros Marcus &
Co|First Floor, Hagley Court, 40 Vicarage Road, Edgbaston,
Birmingham, B15 3EZ.| |||| |||| |||| |**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** 8018 Declaiations The Iiuslees declare thèl they have appioved Ihe Iruslees, iepoil above. Signed on behalf of Ihe charity'5 trustee5 Signalure(s> Full name(s) Position (eg Secretary, Chair, etc) Date SI-10-20XI Charity Accounts lem￿ateS-lfUsteeS, annval répcsrl10s the perlod October 2016 Charity No: 1161400 Greek Orthodox Church of The Holy Trinity & St. Luke Financial Statements for the year ended 31 December 2020 Greek Orthodox Church of The Holy Trinity & St. Luke Contents ||Page| |---|---| |Business information|1| |Approval statement|2| |Accountants' report|3| |Profit and loss account|4| |Balance sheet|5| |Notes to the accounts|6| Greek Orthodox Church of The Holy Trinity & St. Luke Information Chairman of Trustees Mr Anastasios Menicou Accountants Marneros Marcus & Co Chartered Certified Accountants First Floor, Hagley Court 40 Vicarage Road Edgbaston B15 3EZ Church address Magnet Centre Park Approach Birmingham B23 7SL Charity No: 1161400 1 Greek Orthodox Church of The Holy Trinity & St. Luke Trustees. Approval stalemenl I dpprove the accouiil?) whiLh comprise of the Profit Ind Lo85 Account, ¢he Balance Sheet and the relat￿ nulrs. I dLknowl¢dg¢ my r¢spun&ibiliiy for thc accours1%, including the appropriat¢n¢8$ of th¢ appliLxble fjnanciiil i¢pvtling Iramework a% %cl Liul in no* I, and for providin¥ Mam¢ros Marelts & Co with all informaLion and expluna¢ioo$ ne¢essary for their cornpilation. Mr Anusthsios Menicou 7 Seplember 2021 Greek Orthodox Church of The Holy Trinity & St. Luke Accountants' report on the unaudited accounts to Greek Orthodox Church of The Holy Trinity & St. Luke You have approved the accounts for the year ended 31 December 2020 which comprise the Profit and Loss Account, the Balance Sheet and the related notes. In accordance with your instructions, we have compiled these unaudited accounts from the accounting records and information and explanations supplied to us. Marneros Marcus & Co Chartered Certified Accountants First Floor, Hagley Court 40 Vicarage Road Edgbaston Birmingham B15 3EZ 7 September 2021 3 ## Greek Orthodox Church of The Holy Trinity & St. Luke Profit and Loss Account for the year ended 31 December 2020 |Income
Other business income
Expenses
Wages, salaries and other staff costs
Car, van and travel expenses
Rent, rates, power and insurance costs
Repairs and renewals of property and equipment
Telephone, fax, stationery and other office costs
Advertising and business entertainment costs
Bank, credit card and other finance charges
Other business expenses
Profit|2020
£
81,787
3,860
33,719
-
23,890
64
25,746
141
18
1,729
85,307
340|2019
£
109,632
291
28,052
1,410
23,080
3,294
31,649
-
88
4,499| |---|---|---| |||92,072| |||| |||17,851| 4 ## Greek Orthodox Church of The Holy Trinity & St. Luke Balance Sheet as at 31 December 2020 |Notes
Fixed assets
Equipment, machinery and motor vehicles
3
Other fixed assets
4
Current assets
Other debtors
Bank/building society balances
Cash in hand
Current liabilities
Trade creditors
Other liabilities and accruals
Net current assets
Net assets
Capital account
Balance at start of period
Net profit|555
72,822
148|2020
£
343,403
461,451|555
76,756
1,318|2019
£
339,658
461,451| |---|---|---|---|---| |||||801,109
76,983| ||73,525||78,629|| ||||620
1,026|| ||||1,646|| |||||| |||878,432||878,092| |||878,092
340||860,241
17,851| |||878,432||878,092| 5 Greek Orthodox Church of The Holy Trinity & St. Luke Notes to the Accounts for the year ended 31 December 2020 ## 1 Accounting basis The accounts have been compiled on a basis that enables profits to be calculated in accordance with UK Generally Accepted Accounting Practice and that provides sufficient and relevant information to enable the completion of a tax return. 2 Profit and loss account analysis |Profit and loss account analysis||| |---|---|---| |Notes
Income
Advertising, calendars and books
Collections at church
Donations and subscriptions
Raffles and special events
Gift Aid
Collections for Monastery
Religious ceremonies
HMRC charities refund
Other income
Interest receivable
HMRC JRS Grants
Wages, salaries and other staff costs
Salaries and travelling
Greek Clergy pensions
Car, van and travel expenses
Travel and subsistence
Rent, rates, power and insurance costs
Rent to Kypriaki Estia
Insurance
Cleaning
Repairs and renewals of property and equipment
Repairs and maintenance
Telephone, fax, stationery and other office costs
Telephone and fax
Postage, printing, stationery and candles
Books
Candles
Stationery and printing
Calendars and books
Equipment expensed
Catering for fair|2020
£
5,946
36,713
8,530
5,300
5,875
3,220
3,200
13,003
81,787
38
3,822
3,860
33,619
100
33,719
-
19,200
2,409
2,281
23,890
64
1,224
51
270
2,282
4,100
1,070
44
555|2019
£
3,570
67,559
19,328
-
-
-
8,090
11,085| |||109,632| |||291
-| |||291| |||28,052
-| |||28,052| |||1,410| |||19,200
1,800
2,080| |||23,080| |||3,294| |||1,183
55
-
841
43
4,648
69
825| 6 Greek Orthodox Church of The Holy Trinity & St. Luke Notes to the Accounts for the year ended 31 December 2020 |Commission to Archdiocese
Donations
5
Memberships
Raffle prizes
Security costs
Wreaths
Website
Accomodation and travelling
Advertising and business entertainment costs
Hospitality
Bank, credit card and other finance charges
Bank charges
Other business expenses
Sundry expenses|2,010
7,820
-
1,554
3,389
273
954
150
25,746
141
18
1,729|2,195
15,930
1,400
600
3,331
18
-
511| |---|---|---| |||31,649| |||-| |||88| |||4,499| 7 ## Greek Orthodox Church of The Holy Trinity & St. Luke Notes to the Accounts for the year ended 31 December 2020 - 3 Plant, machinery and motor vehicles |3
Plant, machinery and motor vehicles||| |---|---|---| |Furniture, fixtures
& Fittings
£
Cost
At 1 January 2020
105,228
Additions
945
At 31 December 2020
106,173
Depreciation
At 31 December 2020
-
Net book value
At 31 December 2020
106,173
At 31 December 2019
105,228
4
Other fixed assets
Premises
Alterations and improvements
5
Donations made by the church
Greek School
Greek Orthodox Archiocese
Association of greek othodox communities
Midlands Greek Cypriot Association Donation to MGCA
Kardana Andriani Dimitris
Donation Lagis Greek Kitchen
Miscellaneous
Archdiocese of Thyateira & Great Britan
Community of St John the Bapist|Religious
icons
£
234,430
2,800
237,230
-
237,230
234,430
2020
£
334,932
126,519
461,451
2020
£
600
100
-
700
-
-
1,700
1,000
3,720
7,820|Total
£
339,658
3,745| |||343,403| |||| |||-| |||343,403| |||339,658| |||2019
£
334,932
126,519| |||461,451| |||2019
£
200
500
100
10,000
2,500
300
2,330
-
-| |||15,930| 8 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts SeGtlon A Independont Examlnerfs Report Report to the trusteesldirector51 members of r4E &ftEEk ITY oFI4E tr40UY Iry A￿> S&INJ'r On accounts for the year ended Charity no.. 116JqoO Company no.: Set out on pages I report to the charily truslees on my examination of the accounts of Ihe Company for the year ended Responsibilities and basis of report As the charity's trustees of the Company (who are also the directors of the CDmpany for the purposes of company law), you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 20061.the 2006 Acl"). Having satisfied myself Ihal the accounts of the Company are not required to be audited for this year 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 examinatian, I have followed the Directions given by the Charity Commission (under section 14515){bl of Ihe 2011 Act. Independent examiner's statement an 's gross income exceeded £250,000 and I undertake the exa member of linsert name of yll. Delete I l if no I have completed my examination. l confirm that no material mallers have corne to my attention (other than that disclosed below ') which gives me cause to believe that.. accounting records were not kept in accordance with section 386 of the Companies Act 2006., or the accounts do not accord with such records., or the accounts do not comply with relevant accounting requiremenls under section 396 of the Companies Act 2006 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examinalion. or .the accounts have not been prepared in accordance with the Ch8rities SORP IFRS102). IER October 2018 I have no concerns and have come across no other matters in connection with the examination lo which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply. Slgned: Date: o¥ @r Name: RE MKRKIERfj Relevant professional qualificationls) or body (If any): OF eETrriFIE r¥ccO￿lI71frs Address: MAR￿ER(s tK4KkcvJ> FLWR IAGLEY Cwkr ov *¥STOAJ J5 EZ, Sectlon B Dlsclosure Only complete if the examiner needs to highllght material matters of concem {see CC32, Independent examination of charity accounts: directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER October 2018 Mr Stefan Balliu Ul, Labska Kotlina 1014168 Cp. 50002, Hradec Kralove Czech Republic Datel. 16 October 2020 INVOICE Greek Orthodox Church of the Holy Trinity And St. Luke Magnet Centre, Park Approach Erdington Birniingham B23 7SL For services rendered in relation to the work Carried out for Religious Icons/Ayiographies Covering the period 2007 to 2020 235328.00 Payments made on account (232528.00) Balance 2800.00 th Full and fmal payment on 16 October 2020 (2800.00) Balance outstanding NIL