ANTHROPOSOPHICAL MEDICAL TRUST
Charity Registration no. 283052
Annual report of the trustees for the period 1[ST] October 2021 – 30[th] September 2022
The Anthroposophical Medical Trust was founded as a charitable trust on 12[th] June 1981 as the Talander Trust. A deed of variation changing the name to the Anthroposophical Medical Trust took place 28[th] July 1989 and a minor deed changing the number of trustees occurred 15[th] June 2002.
Charity address: 28 Old Hospital Lawn, Stroud, GL5 4GA.
The charity trustees in the period:
Gerhard Florschutz – Chair, resigned 07/2022 Jack Wise – resigned 07/2022 Michael Luxford - appointed 2016 Piet Blok - appointed 2016 Rainer Klocke - appointed 01/11/2021 Sibylle Eichstaedt – appointed 01/11/2021 – Chair 08/07/2022
Further trustees with appropriate understanding of the anthroposophical medical approach and relevant skills will be appointed in accordance with the rules of the Charity.
Objects:
The objects of the Trust are:-
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Assisting the provision of Anthroposophical Medicine without charge to whoever requires it on a basis of need regardless of financial circumstances, age, sex, race, creed, nationality, or domicle from funds freely donated for this purpose.
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To publish periodic statements on the concerns of Anthroposophical medicine.
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To encourage its beneficiaries to engage in regular joint consultation regarding the priority of their respective applications.
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To focus on supporting annual running costs of beneficiaries rather than capital projects.
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The charity should avoid ownership of land or buildings.
Review of activities during the period:
Writing with the benefit of hindsight it is clear that the charity became somewhat inactive in the course of 2020 and remained so until new trustees were appointed in 2022 leading to a revival of the charity’s activity in the period following this annual report. This may have been in part due to the effect of the pandemic, but also seems to be the result of a previous administrator retiring and not being replaced and the Chairperson failing in their duty.
A serious incident report was made to the Charity Commission in December 2022 concerning the lack of co-operation in charity affairs of the previous chairperson. This was acknowledged, said person resigned, a new chair was appointed in July 2022 and a new treasurer in November 2022.
Unfortunately, a consequence of this breakdown and inactivity was that access to one of the trust’s bank accounts was lost and consequently it has not been possible to complete full financial reports from October 2019 onward. Re-establishing access to this NatWest bank account is still proving challenging at the time of writing (July 2023)
However, very little activity occurred with only small standing order donations coming in and minor administrative expenses being paid through the operative bank account (Unity Bank)
Achievements:
Sadly, very little was achieved in fulfilling the trusts objects during the period. The achievement has been wresting control of the charity from the inactive Chairperson and appointing new trustees with a plan to reinvigorate the trust.
Future plans:
A retreat with people active in the anthroposophical medical world is planned in the course of which it is hoped to re-establish the AMT according to its founding principles and engage more active trustees and a new relationship with the Anthroposophical Medical Section.
Finances:
Due to a lack of access to the trust’s NatWest bank accounts full financial reporting is not possible, but there has been no financial activity in that account due to this lack of access.
The Unity Bank accounts represent the only financial activity, and they are reported on using bank statements covering the period.
The only significant financial event of the period was the receiving of a legacy payment endowed to the Trust. The first payment occurred in the period and amounted to £70.000.
Accounts have been drawn up for the period October 2021 to 30[th] September 2022 on that basis.
Unity Bank
The current account balance at 30[th] September 2022 stood at £29,522.02 and the deposit accounts at £93,035.85
NatWest
The balance in these accounts is understood to be £22,499.68
Reserves & Investment:
A reserves policy is uncalled for in terms of our revenue as there are no significant outgoings requiring a reserves policy as yet. There are no restricted funds. Donations are placed in an interest-bearing Deposit Account. In the light of a significant legacy received the trustees will be considering the possibility of a relevant and ethical investment in line with Charity Commission guidance on investment.
Ethos, strategy and policies:
As the trust recovers from this breakdown in its operation trustees will be meeting in a retreat to re-establish the ethos of the Charity and be developing strategies for moving forward and successfully fulfilling the objects of the Charity with the funds available to it.
Charity executive:
The Anthroposophical medical Trust has no paid executive at this time.
Contact details:
Banks:
NatWest: Unity Bank:
Auditors:
Salisburys Accountants
Project Advisors:
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Anthroposophical Society in Great Britain:
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Medical Section of the ASinGB
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Anthroposophic Health & Social Care Movement
Report compiled by: Ian Bailey Treasurer - appointed November 2022.
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Anthroposophical Medical Trust 283052
Receipts and payments accounts
For the period 10/1/2021 9/30/2022
To
from
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations Unity current 642 - - 642
Donations Unity CASCH 110 - - 110
donations Unity Deposit 70,000 - - 70,000
Unity deposit interest 83 - - 83
- - - -
- - - -
- - - -
- - - -
70,835 - - 70,835
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 70,835 - - 70,835
A3 Payments
Bank Charges CASCH 72 - - 72
Bank Charges Current 72 - - 72
Unity CASCH debit interest 0 - - 0
Governance insurance 96 - - 96
- - - -
- - - -
- - - -
- - - -
- - - -
Sub total [ 240 ] - - 240
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 240 - - 240
Net of receipts/(payments) 70,595 - - 70,595
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end 70,595 - - 70,595
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Section B Statement of assets and liabilities at the end of the period
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period |
|---|---|---|---|---|---|---|---|---|
| Categories | Details | Unrestricted funds |
Restricted funds |
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| to nearest £ | to nearest £ | |||||||
| B1 Cash funds | Unity Bank a/cts | 122,558 | - | |||||
| NatWest Bank a/cs | 22,500 | - | ||||||
| - | - | |||||||
| Total cash funds | 145,058 | - | ||||||
| (agree balances with receipts and payments account(s)) |
Agreement Error | OK | ||||||
| Unrestricted funds |
Restricted funds |
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| Details | to nearest £ | to nearest £ | ||||||
| B2 Other monetary assets | - | - | ||||||
| - | - | |||||||
| - | - | |||||||
| - | - | |||||||
| - | - | |||||||
| - | - | |||||||
| Details | Fund to which asset belongs |
Cost (optional) | ||||||
| B3 Investment assets | - | |||||||
| - | ||||||||
| - | ||||||||
| - | ||||||||
| - | ||||||||
| Details | Fund to which asset belongs |
Cost (optional) | ||||||
| B4 Assets retained for the charity’s own use |
- | |||||||
| - | ||||||||
| - | ||||||||
| - | ||||||||
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| - | ||||||||
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| Details | Fund to which liability relates |
Amount due (optional) |
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| B5 Liabilities | - | |||||||
| - | ||||||||
| - | ||||||||
| - | ||||||||
| - | ||||||||
| Signed by one or two trustees on behalf of all the trustees |
Signature | Print Name | ||||||
| Ian Bailey | Ian Bailey | |||||||
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CC16a
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Last year to the nearest £ - - - - - - - - -
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Endowment funds to nearest £
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OK Endowment funds to nearest £
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Current value (optional)
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Current value (optional)
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When due (optional)
Date of approval 7/27/2023
Anthroposophical Medical Trust reg no. 283052
Auditor’s report for 01/10/2021 – 30/09/2022:
To accompany accounts submitted to Charity Commission 27/07/2023
We are unable to have these accounts audited until we gain access to our NatWest Bank accounts to finalise any changes of balance due to interest and bank charges.
The reason for not being able to access the accounts is explained in the annual report and a serious incident report was submitted in December 2022.
We have appointed new auditors, Salisburys accountants and will submit our audit as soon as possible.
Ian bailey
Treasurer