2023-08-31-accounts - Balkan Protestant Research Trust CIO

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Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year 01 Sept 2022 To 31 Aug 2023

From

Section A Reference and administration details

Charity name

Balkan Protestant Research Trust CIO

Other names charity is known by

Registered charity number (if any) 1167480

Charity's principal address 92 Catford Hill

London Postcode SE6 4PU

Names of the charity trustees who manage the charity

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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Simon Pellew Chair
2 David Muir Secretary
3 Gordon Cowie Treasurer
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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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

March 2012

TAR

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

Type of governing document

(eg. trust deed, constitution)

Constitution

How the charity is constituted

Charitable Incorporated Organisation (CIO)

(eg. trust, association, company)

appointed for a term of three years by a resolution passed at a properly Trustee selection methods convened meeting of the charity trustees

(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

To advance the education of the citizens of the Balkans region, and other Summary of the objects of the people with a historical connection to the Balkans, through supporting charity set out in its research and teaching in the field of the historical and current impact of governing document the protestant Christian faith in the Balkans.

March 2012

TAR

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.

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)

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.

March 2012

TAR

Section D Achievements and performance

Grants made by the charity contributed to research work carried out Summary of the main primarily in Albania and to the publication of relevant material in English achievements of the charity & Albanian. during the year

March 2012

TAR

Section E Financial review

Brief statement of the The charity has no fixed or regular commitments, so has a simple policy charity’s policy on reserves of having a positive bank balance and keeping all its funds in surplus

Details of any funds materially in deficit

None

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)

Full name(s) Gordon Stuart Cowie

Position (eg Secretary, Chair, Treasurer etc)

Date 20/02/2024

March 2012

TAR

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Charity Name No (if any)
Balkan Protestant Research Trust CIO 1167480
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01/09/2022 31/08/2023
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations & Grants 11,240 - 11,240 14,920
Gift aid 1,945 - 1,945 -
Interest - 18 - 18 -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ - ] 13,203 - 13,203 14,920
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts - 13,203 - 13,203 14,920
A3 Payments
Grants - 13,030 - 13,030 14,900
Other payments - 320 - 320 -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ - ] 13,350 - 13,350 14,900
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments - 13,350 - 13,350 14,900
Net of receipts/(payments) - - 147 - - 147 20
A5 Transfers between funds - - - - -
A6 Cash funds last year end 10 667 - 677 657
Cash funds this year end 10 520 - 530 677
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CCXX R1 accounts (SS)

05/06/2024

Section B Statement of assets and liabilities at	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 B5 Liabilities B3 Investment assets B4 Assets retained for the charity’s own use	Signature *Total cash funds* (agree balances with receipts and payments account(s)) Details Details Details Bank account Details Gift aid receivable Exchange rate loss refund due Other debtors Details	Unrestricted funds Restricted funds to nearest £ to nearest £ 10 520 - - - - 10 520 OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - 210 - 320 - 37 - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Gordon Stuart Cowie	Endowment funds to nearest £ - - -
			-
			OK
			Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) - - - - - - - - - When due (optional) Date of approval 20/02/2024

CCXX R2 accounts (SS)

05/06/2024