The Sundial House Group & The International Group for Creative Meditstion Registered Charity Number: 1158521 Trustees. Annual Report and Financlal Statements for the poriod 1 January 2023 31 December 2023 Contents: Organlsats'onal infomation Trustees. Annual Report Receipts & Payments account Statement of Assets & Liabllities Independent Examiners report Hastings Voluntary Actlon Jackson Hall Portland Pla Hastings East Sussex TN34 1QN Surthl P￿￿￿$& cr*ts"￿ MgJW"on Organlsat5onal Infomiatlon of tho SundEal House Group & The International Group for Creative Medltatlon The trustw ol The Sundial House Gmup present its annual report and financol statement8 for the year endad 31st D￿ember 2023 Nam• of charlty: Th8 Sundk?l Hw GroLP & The Ir￿em￿￿1 Group for Cr6atK M9ditat*)n P(p￿r8 Cottage. Churchband Lane, BatU•. East Su888 TN33 OPF Prfn¢lp•l Addr••s: R•gl•t•r•d charlty numb•r. 1158521 Govemlng do¢um•nt: CIO- FOrdlnator. B•nk•rn: HSBC. 11XJ Hlgh Street, Tonly*o. Kerrt, TN9 1AN lThd•p•Thd￿t Examlner. Laura D8￿n, Fin•Ke Manager HVA. Jthon H811, port1&￿ Place, HaStir￿s, TN34 1QN Trjal Houge & cro81￿ W(Stst R4Y5terad 11W21 REPORT OF ThE TRUSTEES FOR THE YEAR ENDED 31ST DECEMBER 2023 The truste88 of Sund1￿ House Group preserrt its annual rwt and financo18tatwnents for the year ended 31st Decwnber 2￿￿. Continued At the Balance Sh88t date The Sundial Hc¥Jse Gr￿p Iwd free re8er¥W (l.e. e￿lud￿￿ fred assets and #lock) amounting lo £23.013.97. The trusleeJ aro sgti8fied that thls 15 sufftient to meet th8 needs of The Sundial Hou88 Group ft>r the fortr￿ornIng fin8rKi81 w. Tl* trust806 have identrft&J aTrJ reMe*ed r￿8 Ixlh f￿￿ne1￿ and r￿￿nanc￿41 to vthth The Sundial House Group mvJht be expofted. They h8Wè taan sty to mrtwe the unp￿1 L* li￿. Laws applKable to nwrofl mamityj ￿nISat￿8 in England and W￿0$ rw4ulre6 ts Iru5tee8 to preparé financial 8t818m@nts for each finan￿1 yew, give a true and far of the Trust's financlal &tlvrt durlng It￿ year and of its financ￿ p0s￿'c￿ at the end of Ihe ￿r. In prepartng flnanelal $tatement8 gwing true and fair Y￿, the tnJste88 11K￿ld foll(M best and: 8eknt 8uit*Jl8 accounting pdKyes and then apply them Ca￿$19t￿nIty. make judgeffthts arrtl estmates th8t are rea80nabie 4ThJ prudent. stat6 whether applrd)18 ALl￿ntIng Standards and Stalemerrts of R&(xnmwFJed Prnctke h84ffj bg8n loll¢)*od, subj&X lo any dep*ture8 d￿r05¢d ofKI &xplak)ed in tho fingnchgl slataments.. and prep8r8 tho ftnanclal Stat￿￿nIS the g¢ing Cor￿ b8818 unles# it r& inakyr(yriale to assumo that the Trust will contlnue in opwatTh. The trustees are rowl￿ble keeping proper acC￿nting T*ords. ¥th￿h disGk)80, vthh rea8￿&b￿ rniracy, Ihe financial posrtion of th8 TnMt, and t*knth enabkn thwn to bclh ascertgin the financlal F#)SitKJn of the Trust and en8ure that thtr fin￿c￿ 8latemants comply with i01gvant1ggi8Lgt￿n. They a180 re8p)nslble for 88fogu￿￿in9 the a58ets d the Trust and h¢nce for takry rea6¢)nablg Steps for the preVerrt￿￿ and detection of fraud and othar KTggularit*8. The iwuslees are 8th.sful that vAxking wrth fr(¥n group A¢countants Ihay have these requirements in PfIncp￿. ThE8 report was appriNed ty the Board of Trustaos on... ... Janet A Dervmnt S•Gr•tary & Chalrpev•on ￿k)￿e & cre8￿¥* MtrJttl*)n R*er&J ew 1158621 REpoirr OF THE TRUSTEES FOR THE YEAR ENDED 31ST OEC&M8ER 2023 The tnjstees ofThe su￿101 H(xoe Group K*esent Ils annual r8POrt and financi￿ ¥t&emenls for the year anded 31st Dttember 2tr23. Continu Intornatlonal- Int•r Grou In the Summer of 2023. IM) Trustees. j￿8t DeTr￿ a￿1 Gomaz. pwticip*ed in the Summer Schtjol crf the newtyrycreated Europegn Psyrhosynlhesis A$$￿•atIon. hdd from JUM 28th to Juty 2nd in Mullsjo, Sweden. They delivered a w¢￿shop Onl￿ 'A Creath* M￿rtalKIn on the PrLWS of Psychosynlhesis", wh￿h was 14n8tabl&d tsvice In tha Sch￿1 programme. and a total (rf 52 attended, offering very posilive feèdback. ThreAhJhout 2023 bimonthty cfflline di8cu8svJn and medrt8tAin meetiNJs of ts IACM {Intematioro1 Asso¢iatM)n for Creatf4• Medrtatwl wntsnuwl to t8k• pkn. The Sundial Hw8e Group continue8 to tdrjrk Michael Lind[￿￿1. M8drtal#)n Groups Inc., M•Jitalion Mount. CA, USA and Marina Bemardi. The Ccffimunty of Lmrg Ethu, Ilaty ￿her Creolr** M¢dtt8lK)n Group L6*Jers in Nthv Zealand, Brazil, Portugal. Spain aThJ G•miany. r Dov•lo nt-Tn Frcrfn 1 to 3, of December 2023. the Trustees held a special weckcnd residential meetin8, to review the organisation's Purpose and Mission. This led to a rich discussion on the or8anisation's ess¢nc¢. its meihodologies, and how the TrtL8tees see the organisalion cooperaling with other groups in the immediate future. ft was 89re&l that the Trustees w￿uld meet again for • rnsMlentS8l **ek duriw Easter 2024. to di5cu$s SDH'8 ransilion. more in depth. arKI to r8vise and rewofwi8e dl printed material. as V•tl as to rewthv the historical arch￿. Thé Sundigl House Web8ite continue8 to ba refresh8d as new matorlal8 arg uplo￿led for publt sharirvd. Thg RIpF￿at Web DesYJner Tmothy Rexl ¢¢￿￿nUeS to manage adjuslmenls ¢)n behaw of the grow). The slc¢k of the SurKlio1 H¢)u¥e materAb al Ihe end of 2023 * a pL•n develop&4 lo ￿￿pose of 95% of hard copy boc*s and papern as these byyer in dwnand being repla￿1 by 919ctroniG pdf v&rsions. The interest in purthasing the SDH b¢M*s and ￿mplI81￿)n5 continued to d￿#Se during 2023. &JTr1W & Creath IA•JMatk dwrfty 11S8521 REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST DECEMBER 2023 Th8 trustee¥ of The Sw￿la1 Hwse Grrwp present its annual report and fmancial statements for thè y el￿d 31st D*mber 2023, Continued Thè Inter-vtsron Ses8ion8 have continl￿ to be walable to 2 IGCM Facilitaovs. Tr Inter-wsion Se$sions for the TGCM Mentors have aL%o offerwj along with indp•wJual suppc*t when need&J. Thi8 way of maaliNJ ia teleconferencing. re¥ith*ing exch8NJkKJ idaas GL¥rtinue8 to suppty a qualty $8rvre d8vek)p cohesive group field. Additional Continuing Dovebpment w&s offereAI lo all mentors TGCM VD3ramme, n the fomi of three Study Days. Thls prC9r￿Me wa5 part of a renthbvj C￿nMItMent on the part of the Truste￿ lo offer continuffig devebprn￿t to the team of ment(n. Modlfic8tv)n• io the rneditalK)n rnp)rt*ig fonn fry the IGCM are ong(xNJ and these were intrcduced wlth th6 intentKJn of supwting and encouragr¥J a deeper undarstsnding of the w)rk. The bimonth￿ IGCM crnati4¢ meditation nwebng8 contlnu8d at or ar￿nd the 21 of the mnth t*h?n the group meditstion woth transIt￿ned tho Lw or Princip￿. T1￿9 mggtings we ￿1ftated by Su8an Green. Maiia Dav8y arKI Janet on ￿h•ll d the group 8￿￿e. lknthty Full Moon ¢rgative m&Jbtslk)n meatiw eonb'nu*a, kn'litaled by Susan Gr￿, Janet De￿o￿nt and Savina m￿191. Traclng the journey of Hercul88 and hi8 Laknr8 through the has 8ymbolicdty indl¢otad the naturn of tho lnd1wdu￿ and group p8ythlogr￿l woach hing &Jopted at this lthe. Thè bKn¢nthty online TGCM meetlng has bo•n d￿￿￿Ped by Mayle Gomez and Lorraln& FPMr and 18 rKMI offered to all parttcipants of the trainiTrJ c(xJrne a8 an inttyral part of the creats've meditatMM C£Juw$. Th•so meeting5 are well attended and 8pprecithl os they are desyned lo fo8tar a grrhving wwareness of group con8clou8r￿ and 8n understandng and of thg Jwo aTrJ of the ￿￿1 v￿rk￿lg out kxally Sundlal Houm Worklho & Onlln• EvMts off•rod durln SDHA niyo contr'nwl meetin thelost Thursda Bimonthl online Transit￿n medrtat￿n Meeli s continued Monthl Full Mc4Jn medrtat¢ons ran throu hout 2023 EPA- Sweden- Seminar- Embracin our Personalit￿s- Lthrati our Soul- 29.8- 1.7.23 Mentors Stud Da 'The S irrtualrt of Menlorin Phi h and Practice". Online evenl- 11.2.2023 M&nlors Slud Da "The Art of ment¢￿ . Part I'_ Online Event- 8.7.2023 Mentors Stud Da "The Art of Mentorin Part Il" Online Event- 14.10.2023 Intomational Grou for CieatNe Medrtatvjn Online RthIka1￿ Meetin 21.12 23 IACM- Bmonthl Meètin 8 20.2.23 2023 of each month t*rJ rnL￿ths Onfine events continu8J to be offwgd throughout 2￿23. group's main ￿￿OMe Is generated from th8 trainirvJ Cou￿aS and stuty evenls that have a set-fee *lacW. ScTh bursaries are avai￿le for those needirKJ support lo take part li the cwespMderKe ¢4xrn. IHI HrAtte & Cr8a*¥e Me(fft￿On R•*tsr•J ¢tslty nLwnbef 1158521 REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST DECEMBER 2023 The trustees of The Sundial HcAtse Group wesent annual rewrt an¢J fnon¢wl slatar*￿ forts year ended 31$t Dttember 2023. The Sundlal House Group & The IntWiat￿naI Group for CreatNe M￿Irt￿n a Registered Char*y on 10 September 2014.lts Registered Charity Nwnbor b 1158521 The Sundial H￿$8 Group & The International GTOUP ts Cfe*l¥* M￿rtAt￿ 8d8 Out io educate and traln tho general pl￿￿'C and humankind h the use arKI 8FPlUt￿Jn of Croati￿ meditalK)n. The purpose of whlch18 th promotion and ofthe h8ath of the gewal Publ￿ by Fy0VTa￿n of thij inft*m*ion and Iraning The Sundial House Group & The InlèmatNJnal Group fc* Crealpn M*JitatK)n work¥ to athn¢e spiritual 91th￿h and a spiritual Ol￿ntaI￿n in the ¥*￿(1d thwh educatK)n into thg and Prlry)le8 of Everyday Lmng and th& develewnent of me(lita￿￿ training WKI idea8 In wrrting th￿r InMta8S f8Wt thè tnMleo8 ha￿ given due regard to the ol th& chwty Commission on publK benofft. Members (* The SuTrlial Grow arv d¢8mod to ￿ ItrM)8e 8tudonts and cworl(ws aré worf(ing wlh the meditati'on matenall The truste￿ who held officè throughout the per￿ are 8lwy•m the lnf0matK￿ pw. Tru8tee8 are appc4nled to 8eNe until such lime a8 they ctmyxe to resv3n or Tetire. During the year under r6Nry￿, VM £*ntin￿l the prcduction arwj sal• ol Sur￿181 frbuse P￿liCatIonS, Tha Introductory CreatNe medi￿1)n Papers, The Training Courses in Gro￿ Cr￿tiVe MeditatKin (TGCMI and The Interna￿nal Group for Creatr¥a MwJ*atwJn (IGCM) to w¢xk *ith ts gxigtirfj cohort CA students arKI ¢Trw>rk¢fS. The training pn)grammo irNcthng ts mon•JwTth (rf St￿nI meditabon re[￿ts and montors, replies is c ordinated. deltver&J and facOlitat&J by Mayle G(mez and Lwaine FkthEf. The •JmintstratM)n of the eorrespondence tfaiiing progrwnme and all work undertaken by the Group ts Manag￿ enabling the SDH office lo compty ￿th data protedlon r4ulrements. The SDH, TGCM & IGCM & Ful Moon meetings continue to be managed via the ZOOM tekn)nferenciry platfonn wthieh i8 b)th ￿￿)mka1 ar￿ efftienL Working ttus way is cuMN*ing a group ConsC￿UsneSS and en5urE5 the qualbty of the services being provhj Scthe 7 students b4an the corresF>)ndance Training Courses in Cr&itNe Medrtabon and 13 memb8rs of Ihg Group for Crthqliw M&litatK)n for this WKKI and Supp￿1&1 by a team of 7 ¥iteWOr￿1 mentors and facilitator5. (tsly 1158621 The Sundlal House Group & The International Group for Creatlve Meditation ststement of Assets & Llabllltle8 31 December 2023 2023 2022 Cwit Account 20.220.46 22,900.72 Currnnt a884ts Current Accounl PayPal Account Ca8h In hand Accounts Receivabbo 31112r23 31112r23 31112f23 2.091.73 533.02 1,5*.64 173.$0 L688 un¢ashed chwu•s 23,034.37 25,030.38 l•M Curr•nt Ilabllltle8 Accomts P￿bI• 20.40 23,013.97 Accumulated FUNI brt su￿U81dèfiCiI c4 o¥w p8 25.030.38 -2,016 41 25,726.00 -695 62 23,013.97 25,030.38 ChaTty Tequir8s the Truste8S to pwre financial st8lwne￿ for each fknandal V#th￿h comp wilh the regulat￿n$ set out in the Chth Act 1993. The IT￿18$5 have elected to take gdvantage of the provk8ions that aFpty lo small and tHve a Recepts arKI PayThents xcount and stalemenl of Assets and Lkqtslitie8. These financial Statements arE Wed on baha￿ ofth tharity ty. Signed Janet IkrwenL S retary & ¢ 4thor 202F 4k ￿ ￿lJE Lorraine Flower, Tr￿urer 1158521 The Sundlal House Group & The international Group for Creative Meditation Receipts & Payment accounts the pefits 01 January 2023 31 December 2023 Cwr•rt Y•w Prèb*JJs Year Tdal Rocel Events. Retreats & Woth81 General Donations Donat￿n8 tOW8rd8 Runnhig Cot Misc IrKomptsakns Postsge Publisher¥ L￿n¥lA9 S•p4t Intérèsl Course8 Boc*8. CompiLqtknn8,MP3 Raco Sales & S8K88 Postage TOTAL RECEIPTS 956. 962.92 587.00 25.00 150.60 587.00 25.00 150.60 73.96 32.58 39.70 1.2e6.45 252.65 319.74 1,6W2.78 148.83 137.94 3,￿1.89 319.74 1,892.78 148.83 137.94 3,c￿l.89 3,584.28 ndliur• CompLrtér Costs Offic8 E￿enseS & 04•theads Retreat Prowion8 Printing, Postw & StatWx￿ry Publications A￿o￿nIanCY Workshop Expen8eB Donat￿n Sundrey Expenses PayPal Expgn88S Bonk Charge¥ TOTAL PAYMENTS 2,353.09 2,353.09 1.337.04 2CMI.SO 71.10 257.24 718.35 697.00 516.30 259 78 83.08 .76 6160 5,078.30 71.10 257.24 718.35 697.00 516.30 259.78 83.08 60.76 61.60 5,078.30 1,795.94 782.00 4,279.88 Net surpIu￿-deff￿rt 0.00 -2,016.41 -2.016.41 495.62 MoVe￿t in fund8 FLWKI ba￿n¢•9 b 111r23 25 030.38 25.030.38 25,726.LKJ balanc88 C*Y 31112r23 23 013.97 23 013.97 25 030.38 dwity 1158521 NOTES TO THE ACCOUNTS FOR THE PERIOD ENDED 31ST DECEIA8ER 2023 1. Recfrlpts and Paym•nts ac¢¢)unts R￿e￿I$ and pa￿ents acGcwnts are Stat￿ that summari88 th9 MlyrfWT￿ ofcash into and out of the organraati￿I during the fina￿181 swr. In thi8 CC*)text"cash" inciud89 cash ￿U1valents. for example, bank accounts wwe cash can be teadty withdrwam to pay fordebts 8$ tlw become due. 2. Tru¥t••s' romun•rntlon and ben•ffts Trust￿ re(*iv&J no remun•rntth or berth in thi5 PWKXJ Tr￿￿••. •xp•nM• During the there no expens88 PaKI to Tru¥te88. J. Pr•vlou8 p•rlod compartson The financial year ènd of the thwity18 31* DKembw 2023. Tr pre¥K*LKS fvJure6 h been included for compan80n. 4. RostrlGt•d fvnd TI￿e are fund8 g￿th to tha charty. 8utr4ect to S￿hIC reBtrldth 88t by tha thrKx. but 8tll t￿ ￿eral obixts cl tho charity. 5. Ulllltleslofflce A¢commod4tlon Costs The oper•tSonal offlce costs Iheatln&118htln& telephone. broadband) are all covered by the Chalr a5 a donath)n. Thls year that donatlon Is estlmated at £8W and represents expenses that would have to be covered by the Charity if it was located ehewhere than In the grwrbds of the Chairfs residence. Ind0p6ndont Examlnrf8 R•port to th• Cofflfikn of Tho Sundlal House Grnup & Tho Intornatlonal Group for cr￿ IA•dllation I roport on the f£c￿rrtS of Thè Sundkal H￿se Group & The Internationa Group for Creatrrfe for thg Month ended 31st Oecwnbgr2023 R•spxt5v• r•SPon￿bIlItIa* ol commltt* & •xamln•r The chariiys trusleos are reswnsbk for the preparntion ofth8 accounts. Thè tharitys trust￿5 cons￿er that an audit 18 rtot required for this yeaf under 8Ktion 144 of the Charilios Act 2011 Ith• Charities Act), 84vJ that an independont èYAminatNin is need&J. tt li my respon8ibllty. to examine the accounts under s￿￿ 145 of Chaiiligs Act to folhx the procadufes labj dowm in the General thre¢tK>ns by ts Charlty to state v*￿ther part￿￿￿ matters haME c¢)m8 to my att￿tk)n B••l• of Ind•p•nd•nt ex￿1￿•￿ r•port My 8xaminatDn was carried out in accothnce *yth thg Gernral ￿"rectIOnS gi￿) by the Charity Commi6sion. An examinalKJn includes 8 revv* of the aco)unting r￿OrdS kept by charity arKI ccmpari80n ofthe 6UPWJting dwJrrthtst*)n presented ¥￿th those rnc4x(l$. It 8180 ineludas consK10rat￿n of any unusual items or disck)surns in the accounts. and $6ékiro explanatKins from th• trustees concemlng any such m4tgr¥. The prowjures undertthen do not wovMl8 all the evidence that V•rJuld be wuired in 8n audit. and ccmequenlty no opfinw r& gNen a$ to whether the accounts present a'lrue and fai¢, ¥1￿ and the rew is limitwj to matter8 8Ot r#Jl in th8 8tatement below. Ind•p•nd•nl ￿mIne￿* •tat•m In ¢onn¢rt￿ w*h my exwnInat￿n, no matter wne to my attentlon: 11 which gfves me rèasonable cau8e to believe that in any rnalerial respect the requiremer)ts'. to keep ￿Counting r&￿d$ in xcutsnce with section130 ￿ the Charths AGt to preparè ￿¢¥>Unts accofd with tho accountry records ar￿ to cwiply with tho ounl¥vJ requirwmnts ofthe Act bew mel; or 21 to vthth. in my opinK>n, attentk)n sfthkl be drth￿ in ordarlo en￿le a proper urmkntarmling of Dawson Finance Man4er Hastings Voluntsry Actic Jackson Hall, Portknd P*e, HasllTh>. TN34 1QN