2023-12-31-accounts

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Trustees’ Annual Report for the period

From 01/01/2023 To 31/12/2023

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 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 £141,380 and expenditure was £130,651. See financial statement for year ended 31 December 2023 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 Para 1.51 and 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)

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

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
	31/10/2024
	31/10/2024

GREEK ORTHODOX CHURCH OF HOLY TRINITY & ST. LUKE Accounts Period of aeeounts Start date: 01 January 2023 End date: 31 December 2023

GREEK ORTHODOX CHURCH OF HOLY TRINITY & ST. LUKE Contents Page For the year ended 31 December 2023 Business information Accountants, r¢port Profit and loss Balance sheet Notes to the financial statements Detsiled profit and loss 2of8

GREEK ORTHODOX CHURCH OF HOLY TRINITY & ST. LUKE Business Information For the year ended 31 December 2023 Business Address 93 Love Lane Stourbridge DY8 2LD Accountants Marneros Marcus & Co Limit¢d First Floor Hagley Court 40 Vicarage Road Edgbaston Blrmingham B153EZ 3of8

GREEK ORTHODOX CHURCH OF HOLY TRINITY & ST. LUKE Accountants, Report For the year ended 31 December 2023 W¢ have approved Ihe accounts for the year ¢nd¢d 31 December 2023. In accordance with your instNctions we have generdted this set of accounts using the information and accounting records provided by you. Marneros Marcus & Co Limited First Floor Hagley Court 40 Vicarage Road Edgbaston Birn]ingham B153EZ 29 October 2024 Client Approval Certificate approve these accounts and I confinn that all r¢lcvant records and infonnation have been made available in their preparation. 29 October 2024 4of8

GREEK ORTHODOX CHURCH OF HOLY TRINITY & ST. LUKE Profit and Loss Account For the year ended 31 December 2023 Notes 2023 Turnover 141,380 Gross profit 141,380 {130,651} 10,729 Administrative expenses Net Profit/(Loss) 5of8

GREEK ORTHODOX CHURCH OF HOLY TRINITY & ST. LUKE Balance Sheet As at 31 December 2023 Iyotes 2023 Fixed assets Tangible fixed assets 897,397 897J97 Current assets Cash at bank and in hand 25,233 Net current assets 25,233 Total assets less current liabilities 922,630 Net assets 922,630 Capltal Aceount Opening Capital Net profitlloss 911,901 10,729 922,630 6of8

GREEK ORTHODOX CHURCH OF HOLY TRINITY & ST. LUKE Notes to the Financial Statements For the year ended 31 December 2023 l. Tangible flxed assets Cost Land and Buildings Motor Vehicles Fixtures and Improvements Fittings to property Total At 01 Januw 2023 Additions Disposals At 31 December 2023 334,932 20,000 352,419 43,165 146,881 854,232 43,165 334,932 20,000 395,584 146,881 897J97 Depreciation At 01 January 2023 Charge for year On disposals At 31 December 2023 Net book values At 31 December 2023 At 31 December 2022 334,932 334,932 20,000 20,000 395,$84 352,419 146,881 146,881 897J97 854,232 7of8

GREEK ORTHODOX CHURCH OF HOLY TRINITY & ST. LUKE Detailed Profit and Loss Account For the year ended 31 December 2023 2023 Turnover Income 141,380 141,380 141,380 Gross proflt Administrative expenses Wages & Salaries Renl Cleaning & Laundry General Travel Expenses Card Charges Bank Charges Commissions Paid Advertising General Insurance Computcr Expen5CS Repairs & Renewals Stationery & Postage Telephone, Fax & Internet Sundry Expenses Donations Equipm¢nt Expenditure Candles and Books Catering for fair Security Services 43,852 19,200 2.080 4,414 120 161 12,841 120 2,908 150 4,672 4,950 1,201 1.842 13.743 1,045 9,151 356 7,845 (130.651) 10,729 Net Profitl(Loss) 8of8

CHARITY (OMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Sectlon A Independent ExamIne￿S Report Report to the trustees 114 E &PEEK CoHk&￿￿ITY OF T￿& tkOLY TPINJIYY I¥NJ> ￿l￿1T On accounts for the year ended Charity no (if any} J161 Lloo Set out on pages I report to the Irustees on my examination of the accounts of the above charily {"Ihe Trust.) for the year ended 3J/i 21 *023 As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act')- Responsibilities and basls of report 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 145{5llb) of the Act. Independent 's gross income exceeded £250,000 and l am lo examiner's statement undertake the exa nietn er of linsert name of Delete I l if not app I have completed my examination. I confimi that no material matters have come to my attenlion in connection with Ihe examination (other than that disclosed below ') which gives me cause to beli8ve that in, any material respect.. the accounting records were not kept in accordance wth sectlon 130 of the Charities Act. or the accounts did not accord with the accounting records,. or the accounts did not comply wth the applicable requirements concerning the form and content of accounts sel out in the Charities {Accounls and Reports) Regulations 2008 other than any requirement thal the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection wilh the examination to which attenlion 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. Signed: Date: Name: Relevant professlonal quallflcationlsl or body Isgoc.IllTioAJ OF C41A4ITE52&L CFMFI EJ KITA￿Ts IER Oct 2018

Ilf any): Address: Fu)o)k GLE cookT EI RMI Section B Disclosure Only Complete if the examiner needs to highlight material matters of concern (see CC32. Independent examination of charity accounts: directions and guidance for examiners). Glve here brief detalls of any items that the examiner wishes to disclose. Ci) AC£ovKIIS I KICLu>E i OF 44 L4fvJJ¥ IhJJ> Eu IL1 hJG£-, SES EAithtyILE SFIEtrI crE J OF THE FI N)hKILI I¥L STI¥ TW? 4tr40q IOES Kf(fi RVfESWT TIE COST é)F A FREE￿0￿￿5 P RoWETr/ Tr is EYFENJbl i Ei}E￿I￿tT￿lI&) I h/ BRi¢&Gi ¥Ea1￿￿ClI Irs gu rèkouKJJs1 NJG ro JTS TrkESEKJf C¢)￿￿4￿10￿1. ('1) (IEE I¥¥ITONJS io FIFT￿k@S Afrjb NIGS or '£¥3,f6f is FOR hJFW F￿R￿lI iqkE, STANJ>S 141£ C￿￿kLI¥(SEE ￿t￿rEj of Tr¥E ri w{NJc4 STr7E>4Fkl'rg), hjo I￿o01c.64 KkiVXE fpkovi)P)), ' 14¥E I s wEk E IER Oct 2018