**Trustees’ Annual Report for the period** 

**From 1 January 2023          Period start date To 31 December 2023      Period end date** 

**Charity name: The Eckhart Society** 

## **Charity registration number: 1042199** 

## **Objectives and Activities** 

||SORP<br>reference||
|---|---|---|
|Summary of<br>the purposes<br>of the charity<br>as set out in<br>its governing<br>document|Para<br>1.17|To promote the understanding and appreciation of<br>Eckhart's writings and their importance for Christian<br>thought and practice. To facilitate scholarly research<br>into Eckhart's life and works. To promote the study of<br>Eckhart's teaching as a contribution to inter-religious<br>dialogue.<br>The Eckhart Society aims to make known or better<br>known the teachings of Meister Eckhart (c.1260-1328),<br>by fostering the work of scholars, students and disciples<br>of his teaching in further research and study.<br>The specific objectives and purpose of this organization<br>are a) to promote research, appreciation, and greater<br>understanding of the thought of Meister Eckhart out of a<br>Dominican tradition that engages ecumenical, inter-<br>religious and interdisciplinary studies and dialogue; b) to<br>provide events, activities, conferences fostering a<br>community of scholars and learners in the mission of<br>the Eckhart Society; to provide opportunities for<br>participants to engage in social, educational, and<br>spiritual growth and formation; to sponsor, host and/or<br>participate in events and activities that promote the<br>thought of Meister Eckhart and Medieval Mystical<br>Theology.|
|Summary of<br>the main<br>activities in<br>relation to<br>those<br>purposes for<br>the public<br>benefit, in<br>particular,<br>the activities,<br>projects or|Para<br>1.17 and<br>1.19|The Society runs an Annual Conference, and publishes<br>two editions annually of its journalMedieval Mystical<br>Theology.In addition, it provides members with a<br>newsletter and a bulletin, and a Society website<br>(redesigned 2024).  Projects have included publication<br>of the landmark Vladimir Lossky book on Meister<br>Eckhart (published 2024 -<br>https://www.jamesclarke.co/product/eckharts-apophatic-<br>theology-knowing-the-unknowable-god/), redesigning<br>the Society website, providing online seminars,<br>supporting members in creating Eckhart reading|





|services<br>identified in<br>the<br>accounts.||groups, and hosting one-day events. Projects currently<br>planned include volumes of essays on Meister Eckhart,<br>and an international conference.|
|---|---|---|
|Statement<br>confirming<br>whether the<br>trustees<br>have had<br>regard to the<br>guidance<br>issued by<br>the Charity<br>Commission<br>on public<br>benefit|Para<br>1.18|The Trustees confirm they have regard to the guidance<br>issued by the Charity Commission on public benefit.<br>Our events and publications benefit our members and<br>the wider public who seek to know more about Meister<br>Eckhart and his philosophy.|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

||SORP<br>reference||
|---|---|---|
|Policy on grant making|Para 1.38|Not applicable|
|Policy on social<br>investment including<br>program related<br>investment|Para 1.38|Not applicable|
|Contribution made by<br>volunteers|Para 1.38|The aims of the Society are managed<br>by its Board of Trustees, who are all<br>volunteers (elected by vote of the<br>existing Board).  Collectively the Board<br>has control of and responsibility for the<br>management of the affairs and property<br>of the Society.  Our annual conference,<br>its papers, our newsletter, the<br>bookshop, our one-day and online<br>events, are all arranged and provided<br>by volunteers (largely Members of the<br>Society).|
|Other||Not applicable|





## **Achievements and Performance** 

||SORP<br>reference||
|---|---|---|
|Summary of the main<br>achievements of the<br>charity, identifying the<br>difference the charity’s<br>work has made to the<br>circumstances of its<br>beneficiaries and any<br>wider benefits to society<br>as a whole.|Para 1.20|Since its formation in 1987 the Society<br>has continued to grow its membership<br>and foster knowledge and<br>understanding of the works of Meister<br>Eckhart. The Medieval Mystical<br>Theology (MMT) journal, which began<br>in 1992 as a self-produced booklet of<br>conference talks titled the ‘Eckhart<br>Review’, has grown into a twice-annual<br>peer-reviewed journal published by<br>Taylor & Francis, publishing essays<br>from international scholars and<br>academics. The Society has also<br>developed a Newsletter and a Bulletin,<br>publishing articles, poetry, book<br>reviews and news of the Society for our<br>membership. We have supported<br>members to form reading groups<br>worldwide, regularly answer queries on<br>Meister Eckhart’s work from a range of<br>readers and scholars, and host a range<br>of in-person and online events to cater<br>to our wider membership<br>encompassing the academic and the<br>general public. In 2024 we published<br>(via James Clarke) the first translation<br>in English of Vladimir Lossky’s<br>masterwork ‘Eckhart’s Apophatic<br>Theology’. We supported attempts by<br>the Master of the Dominican Order to<br>remove the shadow cast posthumously<br>over Eckhart’s reputation by<br>accusations of heretical writing (Pope<br>John Paul II went on to express his<br>admiration for Eckhart). Our annual<br>conference continues to attract new<br>members to the Society and enlarge<br>and encourage study of Eckhart’s work.<br>With a US conference and a Society-<br>produced volume of essays in planning,<br>we continue to expand our mission to<br>benefit society through Eckhart’s<br>spiritual and philosophical teachings.|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

|Achievements against<br>objectives set|Para 1.41|Not applicable|
|---|---|---|





||||
|---|---|---|
|Performance of<br>fundraising activities<br>against objectives set|Para 1.41|Not applicable|
|Investment performance<br>against objectives|Para 1.41|Not applicable|
|Other||Not applicable|





## **Financial Review** 

|Review of the charity’s<br>financial position at the<br>end of the period|Para 1.21|The Society’s financial position showed<br>a surplus of £13,964 in 2023.  We<br>received an exceptional donation of<br>£10,000 + £2,500 gift aid totalling<br>£12,500, to give an underlying surplus<br>of £1,464.<br>The income for 2023 stands at £32,042:<br>disregarding the £12,500 donations this<br>totals £19,542, which is much in line<br>with previous years.<br>The Society holds £20,543 in its COIF<br>deposit account. These reserves<br>safeguard the charity's future, being<br>approximately equivalent to one year's<br>turnover in a 'normal' year.|
|---|---|---|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|The Society holds £20,543 in its COIF<br>deposit account. These reserves<br>safeguard the charity's future, being<br>approximately equivalent to one year's<br>turnover in a 'normal' year.<br>Reserves are held to guard against<br>unforeseen expenses given our<br>uncertain revenue due to aging<br>members, economic inflation, and<br>project costs.|
|Amount of reserves held|Para 1.22|£20,543|
|Reasons for holding zero<br>reserves|Para 1.22|Not applicable|
|Details of fund materially<br>in deficit|Para 1.24|Not applicable|
|Explanation of any<br>uncertainties about the<br>charity continuing as a<br>going concern|Para 1.23|Our plan is to continue to meet our<br>mission, and to expand the Society so<br>that more people can benefit from the<br>wisdom and solace of Meister Eckhart’s<br>teachings. We successfully secured<br>donations in 2023 that will support us in<br>our work furthering our mission, and we<br>will continue to plan to ensure the future<br>and longevity of the charity for<br>humanity’s benefit. Having published<br>the Lossky translation in 2024, and<br>seeing increasing demand for our MMT<br>journal, it is hoped that knowledge of<br>and membership of the Society will<br>increase the likelihood of its success as<br>a going concern.|





## **Additional information (optional)** You may choose to include further statements where relevant about: 

|The charity’s principal<br>sources of funds<br>(including any<br>fundraising)|Para 1.47|Membership fees, member donations,<br>payments and donations for attending<br>events (including the online ‘Table<br>Talks’, and the annual conference),<br>bookshop sales, subscription to the<br>MMT journal.|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|Not applicable|
|A description of the<br>principal risks facing the<br>charity|Para 1.46|Our principal risk is that the Society<br>should run out of money.  As one of our<br>main income-generators is through<br>membership contributions, the Board of<br>Trustees is currently focussing our<br>attention on expanding Society<br>membership (one reason for increasing<br>the geographical scope of our events,<br>with our planned US conference) and<br>exploring avenues (such as creating an<br>Eckhart app, publishing a new series of<br>Eckhart essays, and co-organising an<br>international event with the German<br>Meister Eckhart Gesellschaft) that will<br>increase awareness of the Society and<br>expand membership numbers. We<br>continue to seek donations to the<br>charity from members and attendees at<br>our events.<br>Another risk to the Society would be if<br>the Board were to fall below 3 Trustees.<br>We currently stand at 11 and plan to<br>recruit additional Board members in<br>2024.|
|Other||Not applicable|





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:||To advance the education of the public<br>in the writings and teachings of Meister<br>Eckhart.<br>The Trustees shall be responsible for<br>promoting the objects of the Trust and<br>for the conduct of the Trust and for the<br>management of the Trust Fund in such<br>manner as the Trustees shall in their<br>discretion think appropriate to promote<br>those objects.|
|---|---|---|
|Type of governing<br>document<br>(trust deed, royal charter)|Para 1.25|Trust Deed|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|Trust|
|Trustee selection<br>methods including details<br>of any constitutional<br>provisions e.g. election to<br>post or name of any<br>person or body entitled to<br>appoint one or more<br>trustees|Para 1.25|The Trustees shall have power to<br>appoint a Custodian Trustee or a new<br>Custodian Trustee hereof and this<br>power notwithstanding any powers of<br>delegation herein contained shall not be<br>delegated by them. The Trustees shall<br>vote as a Board on new nominations<br>put forward by the Nominating<br>Committee (see below).|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

|Policies and procedures<br>adopted for the induction<br>and training of trustees|Para 1.51|shall<br>Committee<br>Nominating<br>The<br>meeting<br>Trustees<br>of<br>Board<br>a<br>at<br>submit<br>annual<br>the<br>to<br>prior<br>days<br>30<br>least<br>at<br>the<br>AGM)<br>(and<br>meeting<br>conference<br>the<br>for<br>persons<br>those<br>of<br>names<br>of<br>Board<br>the<br>of<br>offices<br>respective<br>be<br>also<br>shall<br>Nominations<br>Trustees.<br>Committee<br>Nominating<br>the<br>by<br>invited<br>election<br>The<br>AGM.<br>the<br>at<br>floor<br>the<br>from<br>meeting<br>subsequent<br>a<br>at<br>held<br>be<br>shall<br>Those<br>Trustees.<br>of<br>Board<br>the<br>of<br>of<br>term<br>a<br>serve<br>shall<br>elected<br>officers<br>commencing<br>renewable,<br>year<br>(1)<br>one<br>meeting<br>Trustees<br>of<br>Board<br>the<br>at<br>election.<br>their<br>following<br>the<br>of<br>Officers<br>eligible<br>be<br>shall<br>Committee<br>Executive<br>their<br>in<br>themselves<br>succeed<br>to<br>of<br>approval<br>the<br>with<br>offices<br>respective<br>Board.<br>the<br>also<br>shall<br>Committee<br>Nominating<br>The<br>persons<br>nominating<br>for<br>responsible<br>be<br>between<br>occur<br>which<br>vacancies<br>fill<br>to<br>of<br>those<br>including<br>meetings,<br>annual<br>in<br>sent<br>be<br>shall<br>Nominations<br>officers.|
|---|---|---|





|||of<br>Board<br>the<br>of<br>members<br>to<br>writing<br>to<br>prior<br>weeks<br>(2)<br>two<br>least<br>at<br>Trustees<br>election<br>the<br>which<br>at<br>meeting<br>next<br>the<br>elected<br>so<br>persons<br>The<br>held.<br>be<br>will<br>the<br>for<br>office<br>or<br>membership<br>hold<br>shall<br>which<br>of<br>respect<br>in<br>term<br>unexpired<br>occurred.<br>vacancy<br>such<br>The chair of the Nominating Committee<br>hair of the<br>C<br>may be the immediate past<br>oard. The Committee shall include<br>B<br>ard and three<br>o<br>B<br>hair of the<br>C<br>ice<br>V<br>the<br>additional members to be chosen by<br>oard. The Nominating Committee<br>B<br>the<br>shall proffer to the Board candidates<br>for office and/or candidates to serve as<br>The Committee should have<br>Trustees.<br>number of members at all times<br>an odd<br>to prevent a tie vote. The terms of the<br>including the<br>committee members,<br>hair, shall be determined by the<br>C<br>Board of Trustees.|
|---|---|---|
|The charity’s<br>organisational structure<br>and any wider network<br>with which the charity<br>works|Para 1.51|The charity consists of a Board of<br>Trustees (including Chair, Vice Chair,<br>Treasurer and Secretary), and a paid<br>Administrator (appointed by the Board)<br>to handle day-to-day admin for the<br>Society (including but not limited to:<br>correspondence, emails, processing<br>membership payments, claiming giftaid,<br>preparing the annual accounts,<br>bookkeeping, sending out the<br>Newsletter and notices to members,<br>dealing with/passing on queries,<br>assisting with organisation of the<br>Annual Conference and other events.<br>The administrator is also charged with<br>filling out the Charity Commission return<br>and keeping Society records up to date<br>with the CC.).|
|Relationship with any<br>related parties|Para 1.51|Not applicable|
|Other||Not applicable|



## **Reference and Administrative details** 

Charity name 

The Eckhart Society 



|Other name the charity<br>uses|n/a|
|---|---|
|Registered charity number|1042199|
|Charity’s principal address|4 Turpins Green<br>MAIDENHEAD<br>Berkshire<br>SL6 4QE|



## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if**<br>**not for whole**<br>**year**|**Name of person (or**<br>**body) entitled to**<br>**appoint trustee (if any)**|
|---|---|---|---|---|
||Dr. Rebecca Stephens|Chair|||
||Rev. Dr. Michael Demkovich|Vice Chair|||
||Dr. Joseph Milne|Treasurer|||
||Dr. Margaret Hamand|Secretary|||
||Dr. Marvin Anderson||||
||Dr. Richard Bolton||||
||Mr. Ronald Haynes||||
||Dr. GregoryMurphyOP||||
||Mr. Nicholas Quinn||||
||Dr. Anastasia Wendlinder||||
||Dr Duane Williams||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||



Corporate trustees – names of the directors at the date the report was approved **not applicable** 

**Director name** 

Name of trustees holding title to property belonging to the charity 



## **Not applicable: This charity does not own and/or lease land or property** 

|**Trustee name**|**Dates acted if not for**<br>**whole year**||
|---|---|---|
||||
||||
||||
||||
||||
||||





## **Funds held as custodian trustees on behalf of others** 

Description of the assets Not applicable held in this capacity 

Name and objects of the Not applicable charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements Not applicable for safe custody and segregation of such assets from the charity’s own assets 

## **Additional information (optional)** 

## **Names and addresses of advisers (Optional information) - not applicable** 

**Type of Name Address adviser n/a** 

## **Name of chief executive or names of senior staff members (Optional information)** 

**n/a** 

## **Exemptions from disclosure** 

- Reason for non disclosure of key personnel details 

**n/a** 

## **Other optional information** 

**n/a** 



**Declarations** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

**Signature(s)** Fr. Michael Demkovich **Full name(s)** Dr Rebecca Stephens **Position (eg Secretary,** Chair **Chair, etc) Date** 22 August 2024 ~~;~~ 



The Eckhart Society
Income and Expenditure Account
Year ended 31st December 2023
2022
2023
INCOME
3,594 Subscriptions
Donations
Members
Online events
Exceptional donation
4,813
385
84
265
10,000
385
126 Gift Aid
10,349
2,947
Annual Conference
Income
Expenditure
8,763
{7,754}
11,095
{9.7501
1.009
1.345
1.099 MMT royalties
1.574
Books
1,154
1128}
Book /CD sales
Book /CD purchases
412
14411
1.026
104 Interest received
7,343
{291
852
21,851
EXPENDITURE
3,007 Journal IMMT)
293 Printing
33 Stationery and photocopying
142 Telephone and post
3,097 Admin and accounting charges
219 Finance charges
913 Website
2,000 Miscellaneous
9,704
3,529
324
50
3,040
293
556
95
7,887
(2.361) Surplus/(Deficit) for the year
13.964

The Edthart Society
Balance Sheet
Year ended 31st Deomber 2023
2022
FIXED ASSErs
Sound system . cost
Less depreciation
2,170
12.1691
2,170
(2.169)
CURRENf ASSETS
Debtors
COIF deposit account
Lloyds de￿51t aCc￿nt
Lloyds current account
2.010
10,543
41
550
20,543
2.105
1.996
14.282
25,194
CURRENT LIABILMES
Creditors
15,371)
8.912
(2.7191
21476
LCUMUiATED FUND
Balance at l January 2023
Surplus1ldeficit) for the year
8alance at 31 L￿cernber 2023
978
(2,361}
(1.3831
13.964
{1,383J
12,581
8.056 MUSIC FUND
7,656
2,(XM) DEVELOPMENf FUND
239 RUDKIN BURSARY FUND
239
8,912
21476
Signed:
Dr Joseph Milne
Honorary TreasU￿r
Date:
Signed:
Dr Rebecca Slephens
Chairnian
Date..
1210812024

The Eckhart Society
Notes to the Accounts
The Music Fund is the balance remaining of funds
transferred to the Society by the St Bartholemew the
Great Music Trust on the trust's winding up some years
ago. The Society undertook at the time to restrict the
use of these funds to music provided at the Society's
events.
The Development Fund and the Rudkin Bursary Fund
originated as donations from individual trustees. The
titles of these funds indicates their intended, but not
their restricted, use.

THE ECKHART SOCIETY
Independent Examiner's Report to the trustees of the Society
I report on my examination of the accounts of The Eckhart Society for the year ended
31 December 2023.
Responsibilities and basis of report
As trustees of the Society 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 Society'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.
Independent examiner's statement
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:
l. accounting records were not kept in respect of the Society as required by
section 130 of the Act. or
2. the accounts do not accord with those records. or
3. the accounts do not comply with the applicable requirernents concerning the
fonn 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 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: Christopher G Glover
Relevant professional qualification: F.C.A.
Address: l Hillside Cottages, New Road, Cookham, Berks. SL6 9HB
Date:Ib September 2024