Trustees' Annual Report for the period
From
Period start date
To
Period end date
Day 01 Month Sept Year 2021
Day 31 Month Aug Year 2022
Section A Reference and administration details
March 2012
TAR
1
Charity name
Balkan Protestant Research Trust CIO
Other names charity is known by
Registered charity number (if any)
1167480
March 2012
TAR
2
Charity's principal address
92 Catford Hill
London
Postcode SE6 4PU
Names of the charity trustees who manage the charity
Trustee name Office (if any) Dates acted if not for whole year
March 2012
TAR
3
Name of person (or body) entitled to appoint trustee (if any)
1
Simon Pellew Chair
2
David Muir Secretary Gordon Cowie Treasurer
3
4
March 2012
TAR
4
TAR March 2012
io li 12 13 TAR March 2012
14 15 16 17 18 TAR March 2012
19
20
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
March 2012
TAR
8
Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
March 2012
TAR
9
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document
(eg. trust deed, constitution)
Constitution
How the charity is constituted
(eg. trust, association, company)
Charitable Incorporated Organisation (CIO)
Trustee selection methods
(eg. appointed by, elected by)
appointed for a term of three years by a resolution passed at a properly convened meeting of the charity trustees
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 advance the education of the citizens of the Balkans region, and other people with a historical connection to the Balkans, through supporting research and teaching in the field of the historical and current impact of the protestant Christian faith in the Balkans.
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)
Raising funds & making grants to support education & research work in Albania & providing general support to such work.
It is the view of the Trustees that the Aims, as implemented through the activities detailed above, fall within the descriptions of charitable purposes that are for the public benefit, as set out in the Charities Act 2011.
Additional details of objectives and activities (Optional information)
March 2012
TAR
10
You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
Section D Achievements and performance
March 2012
TAR
11
Section D Achievements and performance
Summary of the main achievements of the charity during the year
Grants made by the charity contributed to research work carried out primarily in Albania and to the publication of relevant material in English & Albanian. A small grant was made to an Albanian church hardship fund.
Section E Financial review
March 2012
TAR
12
Brief statement of the The charity has no fixed or regular commitments, so has a charity’s policy on simple policy of having a positive bank balance and keeping all reserves its funds in surplus Details of any funds None 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 G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s)
March 2012
TAR
13
Gordon Stuart Cowie
Position (eg Secretary, Chair, etc)
Treasurer
Date
10 May 2023
March 2012
TAR
14
Charity Name N Balkan Protestant Research Trust CIO 1
Receipts and payments acco
For the period Period start date from
To
09/01/2021
Section A Receipts and payments
Unrestricted Restricted Endowment funds funds funds
to the nearest £
to the nearest £ to the nearest £
A1 Receipts
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Donations & Grants 14,920 -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- 14,920 -
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - -
- - -
Sub total [ - ] - -
Total receipts - 14,920 -
A3 Payments
Grants - 14,900 -
Other payments - - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
Sub total - 14,900 -
A4 Asset and investment
purchases, (see table)
- - -
- - -
Sub total - - -
Total payments - 14,900 -
Net of receipts/(payments) - 20 -
A5 Transfers between funds - - -
A6 Cash funds last year end 10 647 -
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Cash funds this year end 10 667 -
Section B Statement of assets and liabilities at the end of
| Unrestricted | |||
|---|---|---|---|
| Categories | Details | funds | |
| to nearest £ | |||
| B1 | Cash funds | Bank account Total cash funds (agree balances with receipts and payments account(s)) |
10 - - 10 OK |
| Unrestricted | |||
| funds | |||
| Details | to nearest £ | ||
| B2 | Other monetary assets | Gift aid receivable Other debtors |
- - - - - - |
Details
Fund to which asset belongs
B3 Investment assets
Details
Fund to which asset belongs
B4 Assets retained for the charity’s own use
Details
Fund to which liability relates
B5 Liabilities
Signed by one or two trustees on behalf of all the trustees
Signature Print N Gordon Stu
o (if any) 167480
ounts
CC16a
Period end date 08/31/2022
Total funds
Last year
to the nearest £
to the nearest £
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14,920 13,320
- -
- -
- -
- -
- -
- -
- -
14,920 13,320
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-
- -
- -
14,920 13,320
14,900 13,430
- 37
-
- -
- -
- -
- -
- -
- -
14,900 13,467
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-
-
- -
14,900 13,467
20 - 147
- -
657 804
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677 657
the period
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Restricted Endowment
funds funds
to nearest £ to nearest £
667 -
- -
- -
667 -
OK OK
Restricted Endowment
funds funds
to nearest £ to nearest £
1,945 -
37 -
- -
- -
- -
- -
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Current value
Cost (optional)
(optional)
- -
- -
- -
- -
- -
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Current value
Cost (optional)
(optional)
- -
- -
- -
- -
- -
- -
- -
- -
- -
Amount due When due
(optional) (optional)
-
-
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-
-
-
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Date of
Name
approval
art Cowie 05/10/2023
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