## **Trustees' Annual Report for the period**
Period start date Period end date Day Month Year Day Month Year **From** 01 04 2023 **To** 31 03 2024
## Section A Reference and administration details
**Charity name**[St. Michael’s Antiochian Christian Orthodox Parish, Stoke-on-] Trent **Other names charity is known by Registered charity number (if any)** 1165646 **Charity's principal address** Church of the Resurrection Red Bank Stoke-on-Trent **Postcode ST3 4PD**
**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)**|
|---|---|---|---|---|
||Father Samuel
Carter||||
||Mrs Irene Dobson||||
||Mrs Kim Carson||||
||Mr Norman Davies||||
||Mr Roger Makings||||
||||-||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
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||||||
||||||
||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**||||
||**Name**||**Dates acted if not for whole year**||
||||||
||||||
||||||
**TAR**
March **2012**
1
## **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**|||
||||
||||
||||
||||
|**Name of chief executive or names of senior staff members (Optional information)**|||
||||
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Trust Deed Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted (eg. trust, association, company) Appointed by Fr Samuel Carter and agreed by Trustees in office Trustee selection methods
(eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
To promote the Christian Religion, the advancement of education, the relief of poverty and such other charitable objectives as the Trustees may from time to time decide.
**TAR**
March **2012**
2
Provision of a church for worship ministrations, holy sacraments and teachings in full accord and unity with the doctrines, rules, ritual, chant, canon law, faith, practice, discipline traditions and usage of the Antiochian Orthodox Church, its history and religious culture.
Support of Food Banks, homeless charities, integration of ethnic Orthodox into our community
Ministry to prisons and hospitals
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
Ministry to the housebound and elderly
**Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
**TAR**
March **2012**
3
## Section D Achievements and performance
As detailed in C. **Summary of the main achievements of the charity** Holy Baptisms ... 30 **during the year** Chrismations … 1 Funerals ... 1 Marriages … 4 Sunday attendance average … 85
**TAR**
March **2012**
4
## **Section E Financial review**
**Brief statement of the charity’s policy on reserves**
The policy of the charity is to maintain a year’s expenses in reserve, as well as make the necessary provision for the care and maintenance of the church buildings.
**Details of any funds materially in deficit**
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## **Section F Other optional information**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)** Fr Samuel **Full name(s)** Father Samuel Carter **Position (eg Secretary, Chair,** Chairman **etc) Date** 14/12/2024
**TAR**
March **2012**
5
||**Stoke-on-Trent**
**St. Michael's Antiochian Orthodox Parish,**|**Stoke-on-Trent**
**St. Michael's Antiochian Orthodox Parish,**|**Stoke-on-Trent**
**St. Michael's Antiochian Orthodox Parish,**|**1165646**|**1165646**|**1165646**|**CC16a**|
|---|---|---|---|---|---|---|---|
||**For the period**
**from**|01/04/2023
Period start date|**To**||31/03/2024
Period end date|||
|||||||||
|**Section A Receipts and payments**||||||||
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**77,635**
**6,692**
**1,624**
**-**
**-**
**-**
**85,952**
**-**
**-**
**-**
**85,952**
**-**
**1,169**
**33,577**
**4,200**
**-**
**-**
**-**
**-**
**38,946**
**-**
**-**
**-**
**38,946**
**47,006**
**79,410**
**126,416**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**1,625**
**1,625**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**||**Total funds**
**to the nearest £**
**77,635**
**6,692**
**1,624**
**-**
**-**
**-**
**-**
**-**
**85,952**
**-**
**-**
**-**
**85,952**
**-**
**1,169**
**-**
**33,577**
**4,200**
**-**
**-**
**-**
**-**
**38,946**
**-**
**-**
**-**
**38,946**
**47,006**||**Last year**
**to the nearest £**|
|Voluntaryreceipts|**77,635**||||||**43,701**|
|Activities forgeneratingfunds(trading)|**6,692**||||||**4,973**|
|Investment dividends/interest|**1,624**||||||**148**|
|Charitable activities|||||||**-**|
|Other receipts|||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
|**_Sub total_**_(Gross income for_
_AR)_|
**85,952**||||||**48,822**|
|||||||||
|**A2 Asset and investment sales,**
**(see table).**||||||||
||**-**||||||**-**|
||**-**||||||**-**|
|**_Sub total_**|**-**||||||**-**|
|**_Total receipts_**
**A3 Payments**||||||||
||||||||**48,822**|
|||||||||
|
Costs ofgeneratingvoluntaryreceipts|**-**||||||**-**|
|Fundraisingcosts(trading)|**1,169**||||||**797**|
|Investment management costs|||||||**-**|
|Costs of charitable activities|**33,577**||||||**32,250**|
|Governance costs|**4,200**||||||**4,200**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
|**_Sub total_ **|**38,946**||||||**37,246**|
|||||||||
|**A4 Asset and investment**
**purchases, (see table)**||||||||
|
Leasehold improvements|**-**||||||**-**|
|Church assets|**-**||||||**-**|
|**_Sub total_ **|**-**||||||**-**|
|**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**||||||||
||||||||**37,246**|
|||||||||
||**47,006**|**-**|**-**||**47,006**||**11,576**|
||||**-**||**-**||**-**|
||**79,410**|**1,625**|**-**||**81,035**||**69,460**|
||**126,416**|**1,625**|**-**||**128,041**||**81,035**|
CCXX R1 accounts (SS)
13/12/2024
1
|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**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**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|Signature
Trade Creditors
**Details**
Bank and cash in hand
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
**Details**
**Details**
Church assets
Leasehold improvements|**Unrestricted**
**funds**
**to nearest £**|||**Endowment**
**funds**
**to nearest £**|
|||**126,416**||**1,625**|**-**|
|||**-**||**-**|**-**|
|||**-**||**-**|**-**|
|||**126,416**||**1,625**|**-**|
||||||OK|
||||||**Endowment**
**funds**
**to nearest £**|
||||||**-**|
||||||**-**|
||||||**-**|
||||||**-**|
||||||**-**|
||||||**-**|
||||||**Current value**
**(optional)**|
||||||**-**|
||||||**-**|
||||||**-**|
||||||**-**|
||||||**-**|
||||||**Current value**
**(optional)**|
||||||**6,260**|
||||||**8,935**|
||||||**-**|
||||||**-**|
||||||**-**|
||||||**-**|
||||||**-**|
||||||**-**|
||||||**-**|
||||||**When due**
**(optional)**|
|||||||
|||||||
|||||||
|||||||
|||||||
|||||||
||||||Date of
approval|
|||Father Samuel Carter|||14/12/2024|
|||||||
CCXX R2 accounts (SS)
13/12/2024
2
## **Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
**Report to the trustees/ members of**
Charity Name
St Michael’s Antiochian Orthodox Parish, Stoke-on-Trent
**On accounts for the year** 31/03/2024 **Charity no** 1165646 **ended (if any) Set out on pages** 1-2 (remember to include the page numbers of additional sheets)
**Respective** The charity's trustees are responsible for the preparation of the accounts. **responsibilities of** The charity’s trustees consider that an audit is not required for this year **trustees and examiner** under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. ~~[The charity~~ ’ ~~s gross income exceeded £250,000 and I am qualified to undertake the examination by being a qualified member of [named body]]~~ . _Delete_ [ ] _if not applicable._
It is my responsibility to:
- examine the accounts under section 145 of the Charities Act,
- to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and
- to state whether particular matters have come to my attention.
**Basis of independent** My examination was carried out in accordance with general Directions given **examiner’s statement** by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.
**IER**
**December 2017**
1
**Independent examiner's statement**
In connection with my examination, no material matters have come to my attention ~~(other than that disclosed below *)~~ which gives me cause to believe that in, any material respect,:
- the accounting records were not kept in accordance with section 130 of the Charities Act; or
- the accounts did not accord with the accounting records; or
- the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have have come across no other matters in connection with the examination to 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._
**Date:** 16/12/2024 **Signed: Name:** Alice Davidchack **Relevant professional** Chartered Management Accountant **qualification(s) or body (if any): Address:** Breach Farm, Lutterworth Road, Lutterworth, LE17 5DR
## **Section B Disclosure**
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
**IER**
**December 2017**
2
**Give here details of any items that the examiner wishes to disclose** .
**IER**
**December 2017**
3