|||**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**for theperiod**|**for theperiod**|**for theperiod**|**for theperiod**||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||**From**||Period start date|||||**T**
**o**|Period end date|||||
|||||**01**|04||2022|||31|03||2023||
||||||||||||||||
|Section A||||Reference and administration details|||||||||||
|||**Charity name**||||**Antiochian Orthodox Christian Archdiocese of the British**
**Isles and Ireland**|||||||||
||||||||||||||||
||**Other names charity is known by**||||||||||||||
||||||||||||||||
||**Registered charity number (if any)**|||||**1175538**|||||||||
||||||||||||||||
||**Charity's principal address**|||||**15 Strawberry Fields**|||||||||
|||||||**Stalham**|||||||||
|||||||**Norfolk**|||||||||
|||||||Postcode||||||NR12 9NZ|||
||||||||||||||||
||**Names of the charity trustees who manage the charity**||||||||||||||
||**Trustee name**||**Office (if any)**|||||**Dates acted if not for**
**whole year**||||**Name of person (or body) entitled**
**to appoint trustee (if any)**|||
|1|Rev. GregoryHallam|||||||||||The Board of the Charity|||
|2|Rt Rev. Amir Oner||Chair||||||||||||
|3|Rev Richard William
Paulinus Heggs||||||||||||||
|4|Dr Sami Carouba||||||||||||||
|5|Mr TonyAbdel-Nour||||||||||||||
|6|Rev. Alexander Tefft||||||||||||||
|7|Mr JohnnyTabbal||Treasurer||||||||||||
|8|Rev. PhilipHall||||||||||||||
|9|Mr Christian Karam||||||||||||||
|10|Mr Gabriel El-Kassir||||||||||||||
|11|Mr William Hunter||Secretary||||||||||||
|12|Dr Samir Hraiki||||||||||||||
||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**||||||||||||||
||**Name**|||||||**Dates acted if not for whole year**|||||||
||||||||||||||||
||||||||||||||||
||||||||||||||||
## **Names and addresses of advisers (Optional information)**
**TAR**
October 2023
1
2023
**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) How the charity is constituted
Constitution
CIO
(eg. trust, association, company) By the whole Board in meeting Trustee selection methods
- (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
All the Charity's Policies and Protocols may be found here:-
https://www.antiochian-orthodox.co.uk/policies
- 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**
The Objects of the CIO are:- "the advancement of the Orthodox Christian faith and life, according to the teaching and practice of the Orthodox Christian Church as maintained by the Greek Orthodox Patriarchate of Antioch and all the East of which it is part, and, additionally, the CIO will advance education and carry out any other such charitable purposes in the United Kingdom and/or other parts of the world as may be for the benefit of its members and/or the public generally. "
**TAR**
October 2023
2
2023
- Public benefit has been delivered in this period by the following: 1. Facilitating due care and diligence in the parishes of the Archdiocese in relation to pastoral care, safeguarding and financial probity among its members and officers.
2. Theological and practical formation through its online course (E-Quip: http://www.equip-orthodox.com of parish members and clergy in training them to serve their local communities.
3. Supporting social care in each of the parishes without distinction or discrimination.
**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)**
4. Financial support of the resident Archbishop and his staff in fulfilling Archdiocesan functions in relation both to the Charity's Objects and its Public Benefit.
5. The Charity, in pursuing these activities for the public good, have had in regard the guidance issued by the Charity Commission in relation to public benefit.
## **Additional details of objectives and activities (Optional information)**
All the Charity's Policies and Protocols may be found here:-
https://www.antiochian-orthodox.com/policies
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
**TAR** 2023
October 2023
3
## Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
The Charity has fulfilled its objectives in supporting both the Archbishop, archdiocesan workers and the parishes of the Archdiocese: spiritually, in education, providing public benefit and in good works beneficial to local communities. It has also succeeded in meeting the budgetary requirements to fulfil these goals and activities.
**TAR** 2023
October 2023
4
## **Section E Financial review**
**Brief statement of the charity’s policy on reserves**
**Details of any funds materially in deficit**
The Charity maintains two reserves. The operational reserve is maintained only to facilitate its day to day operations. The Charity also maintains a legacy reserve, which it received from the Antiochian Orthodox Deanery of the United Kingdom (reg. no. 1057533), now ceased, and which is used to make grants and loans to qualifying applicants. The Board of Trustees will consider, at its next meeting, how best to reinvest the legacy funds currently held in the bank savings account, in accordance with Independent Financial Advice.
**None**
## **Further financial review details (Optional information)**
The Charity receives all its fundraising from the parishes, communities and members that belong to the Orthodox Church here in the British Isles and Ireland, (the UK & Northern Ireland, the Irish Republic and the Crown Dependencies in these Isles).
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including Additionally, in this financial year only, the Charity received funds from its
- any fundraising); predecessor charity, the Antiochian Orthodox Deanery of the United
- how expenditure has Kingdom (reg. no. 1057533), now ceased. These funds, totalling supported the key objectives £391,061, constitute a legacy which was received by the predecessor of the charity; charity, to be used for grants and loans to qualifying applicants. The Charity continues the predecessor charity’s grant- and loan-making
- investment policy and function, and an Endowments Committee has been formed, consisting
- objectives including any both of trustees of the Charity and former trustees of the predecessor
- ethical investment policy charity, to ensure that all such grants and loans are made in conformity
- adopted. with the Objects of the Charity.
## **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) **
**Position (eg Secretary, Chair,**
**etc)**
**Date **|Fr Paulinus Heggs||
|---|---|---|
||**Rev. Richard William Paulinus**
**Heggs**||
||**Secretary**||
||**27/11/2022**||
**TAR**
October 2023
5
2023
|**Forward 4 Wiz Trust**|**Forward 4 Wiz Trust**||**1172936**||
|---|---|---|---|---|
|**Receipts andpayments accounts**||||**CC16a**|
|**For the period**
**from**|06.04.2022|**To**|05.04.2023||
|**Section A Receipts and payments**|||||
|---|---|---|---|---|
|**A1 Receipts**
Grants and Donations(natural)
**303**
FundraisingActivity (natural)
**2,057**
Activityfor GenertingFunds(activity)
**28,009**
**-**
**-**
**-**
**-**
**-**
**30,369**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 30,369**
**A3 Payments**
Grants and Donations(natural)
**217**
Insurance(natural)
**-**
Postage,Supplies etc(natural)
**1,421**
FundraisingCosts(activity)
**84**
Charitable Activity (activity)
**17,388**
**-**
**-**
**-**
**-**
**_Sub total_ 19,110**
**-**
**-**
**_Sub total_ -**
**_Total payments_ 19,110**
**_Net of receipts/(payments)_ 11,259**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**-**
**_Cash funds this year end_ 11,259**
**Unrestricted**
**funds**
**to the nearest £**
**_Sub total_**_(Gross income for AR)_
**A2 Asset and investment sales,**
**(see table).**
**A4 Asset and investment**
**purchases, (see table)**|**to the nearest £**
**Restricted**
**funds**|**to the nearest £**
**Endowment**
**funds**|**Total funds**
**to the nearest £**|**Last year**
**to the nearest £**|
||**-**
**-**
**-**
**-**
**-**
**-**
**-**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**303**
**2,057**
**28,009**
**-**
**-**
**-**
**-**
**-**
**30,369**|**10,474**|
|||||**260**|
|||||**2,208**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**12,942**|
||||||
||**-**
**-**
**-**|**-**
**-**
**-**|**-**
**-**
**-**||
|||||**-**|
|||||**-**|
||||||
||**-**|**-**|**30,369**|**12,942**|
||||||
||**-**
**328**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**328**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**217**
**328**
**1,421**
**84**
**17,388**
**-**
**-**
**-**
**-**
**19,438**||
|||||**306**|
|||||**27**|
|||||**50**|
|||||**2,275**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**2,658**|
||||||
||**-**
**-**
**-**|**-**
**-**
**-**|**-**
**-**
**-**||
||||||
|||||**-**|
||||||
||**328**|**-**|**19,438**|**2,658**|
||||||
||**- 328**
**-**
**-**
**- 328**|**-**
**-**
**-**
**-**|**10,931**
**-**
**-**
**10,931**|**10,284**|
|||||**-**|
|||||**-**|
|||||**10,284**|
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
Signed by one or two trustees on
behalf of all the trustees|**Details**
Community Account
Paypal
Petty Cash
**Details**
**Details**
**Details**
**Details**
Signature
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**to nearest £**
40327
**-**
**930**
**-**
**32**
**-**
**41,289**
**-**
Agreement Error
Agreement Error
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
Print Name
Karina Fraser
Rauf Jordan
**Unrestricted**
**funds**
**Restricted**
**funds**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**|
|---|---|---|---|
||||**10**|
||||**-**|
||||**-**|
||||**10**|
||||Agreement Error|
||||**to nearest £**
**Endowment**
**funds**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
|||Karina Fraser|02.01.24|
|||Rauf Jordan|**02.01.24**|
## **Karina Fraser Forward 4 Wiz Trust 219 Lynchford Road Farnborough Hampshire GU14 6HF**
Dear Karina,
## **Independent Examination of accounts**
I report to the trustees on my examination of the accounts of the Forward 4 Wiz Trust (the Trust) for the year ended 5[th] April 2023.
As the charity trustees of the Trust, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’). 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(5)(b) of the Act.
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
2. the accounts do not accord with those records.
I have no concerns and 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.
Signed:
Name: Lorna Hamilton-Gibbs Date: 23/01/2024
Address: 55 Somerset Road, Farnborough, Hampshire GU14 6DW