## **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**
**----- Start of picture text -----**
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**
1
**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**
2
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**
3
## 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**
4
## **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**
5
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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
1
|**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
2