2021-12-31-accounts - The Greek Orthodox Community Of The Holy Trinity And Saint Luke Birmingham

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Trustees’ Annual Report for the period

From 01/01/2021 To 31/12/2021

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 £124,131 and expenditure was £104,678. See financial statement for year ended 31 December 2021 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 11 12	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
	George Georgiou	Vice-Chairman
	Andreas Kamenou	Treasurer
	Antonios Kounavos	Secretary
	Zacharias Ioannou	Member
	Eleni Markou	Member
	Fotoulla Lytras	Member
	Chrystalla Christophorou	Member
	Theocharis Jordanou	Member
	Zenonas Kyriakou	Member
	Panos Makrides	Member
	Thomas Ressiniotis	Member

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 adviser Name Address	Type of adviser Name Address	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

N/A

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
	Anastasios Menicou
	Chair
	24/10/2022
	24/10/2022

Charity No.. 1161400 Greek Orthodox Church of The Holy Trinity & St. Luke Financial Statements for the year ended 31 December 2021

Greek Ot1hodox Church of The Holy Trinity & St. Luke Contents Page Business inforniation Approval statement Aecountanis, report Profit and Ios5 aGcount Balanc¢ sheet Notes to the accounts

Grttk Orthodox Church of Th¢ Holy Trinity & St. Luke InforntiOn Chainnan of Tnlee8 Mr Allastssios Menicou Accountallts Marnero8 Marwy & Co Chartered Certified Accountants First Floor, Hagley Court 40 Vicar88¢ Road Edgbaston B15 3EZ Churoh addff8$ MJgnEt Centre Park Approach Birmingham B23 7SL Clwity No.. 1161400

Greek Orthodox Church of The Holy Trinity & St. Luke Truste¢s' Approval statement l approv¢ the a¢counts whi¢h comprise of the Profit and tK)&4 A¢¢ount. the Balance Sheet and the related notes. l acknowledge my responsibility for the accounts, ilUding the appropria¢ett¢ss of the applicable financial reporting framework as set out in note l. And for providing Mamero8 Mar¢u$ & Co with all infornmtion and explanatiotk8 Jw¢s$ary for their compilation. Mr Anastasi08 Menicou 25 October 2022

Gck 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 th¢ counts for the year ended 31 December 2021 which comprise the Profit and tA)ss Account, the Balance Sheet and the related note8. In accordance with your instructions, we have compiled th&8e unaudited accounts from the accounting records and inforrnation #nd explanations supplied to us. Marneros Marcus & Co Chartered Certified Accoulltants First Floor. Hagley Court 40 Vi¢ata8¢ Road Edgba5ton Birniingham B15 3EZ 25 O¢¢ober 2022

Greek Orthodox Church of The Holy Trinity & St. Luke Profil and Loss Account for the year ended 31 December 2021 2021 2020 Income 124,13E 81,787 Other busine88 income 3.692 3,860 Expense8 Wage5, salaries and other staff costs Rent, rates, power and insurdnce costs Repairs and rell¢wa18 of PToperty and equipment Telephone. fax, stationery and other office costs Advertising and busin&88 entertainment costs BanL credit card and other finance charges Other business expenses 43.208 24.196 1.080 28.808 1.820 639 33,719 23,890 25,746 141 18 4,927 1.729 104,678 85,307 Profit 23.145 340

Gre¢k Orthodox Church of Th¢ Holy Trinity & St. Luke Balance Sh¢¢t as at 31 Dernber 2021 Not¢8 2021 2020 Fixed &88ets Equipment, machinery and motor vehicles Other fjxed assets 343,403 461.451 804.854 343,403 461,451 804,854 Curfent auets Other d¢bior8 Banldbuilding society balance8 Cash in hand Other current aJ8et8 end prepayments 10,034 85,278 1.042 555 72,823 147 89 73.614 96,954 Current liabilitie8 Trade ¢redito 231 36 Net current assets 96.723 73.578 Net a88ets 901.577 878,432 C4Pital a¢¢outtt Balance at 8tart of Feriod Net profit 878,432 23,145 878,092 340 901,577 878,432

Gr¢¢k Ort]wdox Church of The Holy Trillily & St. Luke Notes to the Ac¢ounts for thc year ended 31 Dec¢mber 2021 l Accounting basis The a¢¢oullts hav¢ been compiled on a basi5 that enables profits to be calculated in accordance with UK Generally Accepted Accounting Practice and that provides sufficient and iel¢vant inforniation to enable the completion of a tax rett 2 Profit and lo ac¢oLmt analy81S Not¢s 2021 2020 Inctsrne Advertising> calendars and books Collections at church Donations and subscriptions Raffles and spe¢ial ev¢nts Gift Aid CollectiODS for Monast¢ry Religious ccremonies HMRC charities refvnd 12.290 73,979 9,796 5,640 5,946 36.713 8,530 5,300 5,875 3,220 3,200 13,003 81,787 9,140 13,286 124,131 Other income Interest receivable JRS Grant 38 3,822 3,860 3,692 3,692 Wages. Salaries and other staff ctssts Salaries and travelling Greek Clergy pensior 43.208 33,619 100 33,719 43,208 Rent, rates, power and insurdn¢e Qosts Rent to Kypiiaki E8tia Insuranc¢ Cleaning 19,200 2,396 2,600 24,196 19,200 2,409 2,281 23,890 Repairs and renewa]s of property and equipment Repairs and maintenance 1,080 04 Telephone, fax, Stationery and other office costs Telephone and fax Postage, printing, stationery And candle9 Books Candles Stationery and printittg Calendars alld books Equipment expensed Catering for fair Con]mission to Ar¢hdiocese Donations Raffle prizes S¢ourity costs 1,135 1224 51 270 2282 4,100 1,070 4.601 3,440 555 2.010 7,820 1.554 3,389 3200 8,763 770 6,317

Greek Ortbodox Church of Th¢ Holy Trinity & St. Luke Notes to the Accounts for the y¢ar 31 December 2021 Wreaths W¢bsite Acwmodation alld travrllitig 582 273 954 50 25,746 28,808 Advertising alld bu8ines8 entertainment costs H08Pitality 1.820 141 Bank, credAt eard and other finance charges Ballk ¢harges 639 18 Other bTh8ines8 expenses Sundry expetL8es 4,927 1,729

Greek Orthodox Church of The Holy Trinity & St. Luke Notes to the Accounts for the year ended 31 December 2021 3 PlarJ¢ tnachinery and motor vehicles Furniture, fixtures & Fittings Religiou8 icons Totsl Cost At l January 2021 At 31 Dex¢mber 2021 106,173 106,173 237,230 237,230 343,403 343,403 Deprxiation 31 D¢¢en]ber 2021 Net book value At 31 December 2021 106,173 106.173 237.230 237,230 343,403 343,403 At 31 December 2020 4 Other fIxed assets 2021 2020 334,932 126,519 461,451 334,932 126,519 461,451 Alterations and improvement8 5 Donations made by the church 2021 2020 Greek School Greek Orthodox Archiocese Asso¢iation of gr¢ek othodox communities Midl8nd$ Greek Cypriot Association Donation to MGCA Kardana Alldriani Dimitris Donaiion Lagis Greek Kitchen Miscellaneous Archdiocese of Thyateira & Great Bri¢aIL ComtnLmity of St Jolm the Bapi$i lera Mitmpolis Tamasou & Orinis Thyateira Great Britain 600 100 200 500 100 10.000 2,500 300 2.330 700 1,700 1,000 3,720 7,820 15,930

Charity No.. 1161400 Greek Orthodox Church of The Holy Trinity & St. Luke Financial Statements for the year ended 31 December 2021

Greek Ot1hodox Church of The Holy Trinity & St. Luke Contents Page Business inforniation Approval statement Aecountanis, report Profit and Ios5 aGcount Balanc¢ sheet Notes to the accounts

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of 'TE &kEE4 ooftr¥obo x eoM+AVifvll Ty OF TE kleLy ?1 On accounts for the year ended 31 EcE?1 ER >0> Charity no (if any) 3J6J400 Set out on pages I report to the trustees on my examination of the accounts of the above harity ("the Trust") for the year ended Responsibilities and basis of report As the charitys trustees. you are responsible for the preparation of the a¢¢ounts In a¢¢ordanc6 with the requirements oflhe Charities Act 2011 Iyhe 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 the applicable Directions given by the Charity Commission under section 14515}(bl of the Act. Independent ross income exceeded £250,000 and l am qualified to examiner's statement undertake the exa ein Insert name of elete[]i no I have completed my examination. I confirm that no material matters have come to my attentlon in connection wth the examination (olher than that disclosed below ') which gives me cause to beliève that in, any materi81 respect.. the accounting records were not kept in accordance with section 130 of the Charities Act. or the accounts did not a¢¢ord wilh the accounting records; or the accounts did not comply with the applicable requirements concerning the fomi and content of accounts sel oul in the Charlties (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter Gonsidered as part of an independent examination. I have no concems and have come across no other m8lters in connection with the 8xamination to which attention should be drawn in this report in order10 enable a proper understanding of the accounts lo be reaGhed. Please delete the words in the braGk8ts rfthey do not apply. Slgne Date: Name: Relevant professional quallflcatlon(s) or body O F CERri 4LCe) U IER Oct 2018

(If anyl.. Address: MARKJERog RL +Co T fuoc) EZ. Section B Disclosure Only ¢ornplele if the examiner needs to highlight material matters of concern (see CC32, Independent examinats'on of charity accounts.. dir8Ctions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. Trr k£oVTs lTrIcuKE ANJ KthOLIKJT OF ' PRE•Ai . £EE S41rET ANY> KIOTE + t)F T41E kCCt)UAJTS. TrIS J£)ES hJOT RpPIXESEhJr FPEEW-)> Fk6)PEkTY tur F%pEhJTrslTKA Fis) lfvj fski tJ% ITS APEA To ITS P4IESWT eoKftsi Ti o hj, IER Oct 2018