ANTHROPOSOPHICAL MEDICAL TRUST
Charity Registration no. 283052
Annual report of the trustees for the period 1ST October 2022 – 30th September 2023
The Anthroposophical Medical Trust was founded as a charitable trust on 12[th] June 1981 and called 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: Rainer Klocke – retired 01/08/2023 Michael Luxford - appointed 2016 Piet Blok - appointed 2016 Sibylle Eichstaedt – appointed 01/11/2021 Chair
Ian Bailey – appointed 11/11/2022 Treasurer
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 domicile 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:
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.
Unfortunately, a consequence of this breakdown and inactivity was that access to one of the trust’s bank accounts was lost and as a result it has not been possible to complete full financial reports from October 2019 onward. Access to this NatWest bank account has only just been achieved at the time of writing (May 2024) and full management accounts for the missing years have now been completed.
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)
Discussions about how to take the Trust forward and formulate a modus operandi occupied the trustees during the year. A retreat was planned for July 2023. A breadth of individuals involved in the foundation of Talander and representing medical initiatives in the country were invited and the question of recalling our aims and objectives, setting up new guiding principles, the relationship of AMT with the Anthroposophical Medical Section, re-introducing the Trust to the wider medical community, and suggestions for new trustees were all planned for consideration.
This retreat was finally held in November 2023, beyond the period of this annual report and at its conclusion there was a ceremony of rededicating the Trust.
One of the trust’s bank accounts was designated to handle monies coming and going to the Medical Section of GB. The finances of a number of Zoom talks and the annual Medical Section Conference were managed in this way and funds previously held in the care of other organisations were transferred into the account. This facility of banking for the Medical Section is to be considered an activity of the AMT and expressive of the mutuality of these two bodies.
Achievements:
The achievements have been :-
wresting control of the charity from the inactive Chairperson and appointing new trustees with a plan to re-invigorate the trust,
planning the retreat to establish a new modus operandi,
setting up management accounts based on Excel spreadsheets.
Our charitable purpose is to facilitate the provision of Anthroposophical Medicine without charge to whoever requires it on a basis of need. We encourage beneficiaries to engage in regular joint consultation regarding the priority of their respective applications in order to achieve the greater aim of helping to make Anthroposophical Medicine more widely accessible to members of the public. In so doing we have given due regard to the commission’s public benefit guidance when exercising any powers or duties.
Future plans:
The retreat upon which much hope for revitalization of the Trust was pinned unfortunately had to be postponed due to ill health. So, this retreat and the rebirth of the Trust are carried forward into the year 2023- 2024 as the focus of our future plans. Once this groundwork is completed, we would hope to be in a position to form associative relationships within the Anthroposophical medical community and begin the work of supportively financing projects directed towards our Objects and generating a flow of donations to sustain the activity of the trust. To this end a clear approach to fundraising and grant making will be needed. Trustees will be drawing up policy and procedure accordingly.
Finances:
Due to a lack of access to the trust’s NatWest bank accounts full financial reporting has only been achieved since the year end, but there has been no financial activity other than regular donation income and bank interest in those accounts due to this lack of access.
The Unity Bank accounts represent the only financial expenditure activity, and they are reported on using bank statements covering the period.
The really significant financial event of the period was the receiving of a legacy payment endowed to the Trust. Two payments were received in the year, the first in February 2022 of £250,000 and the second in July 2023 of £20,000.
Full management accounts have been drawn up for the period October 2022 to 30[th] September 2023 using bank statements we have now gained access to.
Reserves & Investment:
A reserves policy is uncalled for in terms of our revenue as there are no significant management 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 engaging new trustees to develop 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:
Independent examiners
BK Plus
Project Advisors:
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Anthroposophical Society in Great Britain:
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Medical Section of the ASinGB
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Friends and founders of the original Talander impulse Anthroposophic Health & Social Care Movement
Report compiled by:
Ian Bailey Treasurer 26[th] May 2024
CHARITY COMMISSION FOR ENGLAND AND WALE5 Recei ts and ments accounts CC16a For the perlod from To Section A Receipts and payments Unrestrictèd lunds Total funds Last yildf funds fvnd• A1 R•c•i Lknnaii¢Tr¥ Incorr 1.319 289.9$ i.Ji* 269,958 5.•94 1Z.70ts edical section aciiwty ross Income 12,700 ARJ 9.871 70,83S 28•.871 Proieci support OMICe Adrnin And Iniurine• Qovecn8n¢¢- •Ill 1¢¢$ BBnk ch e8 Meoical s•clion c<•t• 372 4,091 372 4,OM 1M Sub tot•1 A4 A•••t and In¥•slrn•nt Sub tot•1 11,494 11.494 240 Net of recelpts/{paymentsJ AS Tran¥f•r$ tW¢•n fund• A6 Cash funds last year end C•sh funds thls yw wjd 278,377 278.3T7 70.595 423,43S 423.435 145,058 CCXX R1 accounts ISSI 1110712024
Section B Statement of assets and liabilities at the end of the period Catsgoii•s Un."£.Slricied funds ResiriGled funds Dolails fund• 81 Cash funds 423A35 Totsl cash funds 423.435 •X4x•*)I fund• funds fvnd• Detalls Detsils Details ch•rity95 u•e Detsibs B5 Uabllftl•• FsJFaLT CCXX R2 ISSI 11fi)7r
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustee51 members of Anthroposophical Medical Trust On accounts for the year ended 30 September 2023 Charity no lif any) 283052 Set out on pages 1 and2 I report to the trustees on my examination of the accounts of the above charity I'the Trust ) for the year ended 3010912023. Responsibilities and As the charity trustees of the Trust. you are responsible for the preparation basis of report 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 the applicable Directions given by the Charity Commission under section 14515}Ib) of the Act. I have completed my examination. I confirm that no material mallers have ome to my attention (other than that disclosed below ') in connection with the examination which gives me cause to believe that in, any material respect.. accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no concerns and have come across no other mallers in connection with the examination lo which attention should be drawn in order to enable a proper unders of the accounts to be reached. delete the wo s in the brackets if they do not apply. Signed: Date: 23 July 2024 Name: Cinzi nsle Relevant professional qualificationls} or body lif any): FCA FCCA Address: BK Plus Limited 6 Manor Park Business Centre, Mackenzie Way, Chellenham GL51 9TX Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). IER October 2018
Give here brief details of any items that the examiner wishes to disclose. IER October 2018
CHARITY COMMISSION FOR ENGLANO ANO WALES Anthropo$ophl¢•l MedlGol Tru•1 283052 Recei ts and ments accounts CC16a For the perl¢d Irom To 301D912023 Section A Receipts and payments Unrestricted fund8 Hesiri¢led funds lolfft• no4r•*l t EnJowmeni funds Total fund$ Last year to th• h•Jf•sl toth• noarwAI £ to th• n04rtE th• D•ar1£ A1 Recel t$ 70.752 LÈgBP.y4llGome 1$1,95B 269,958 5.894 93 o¢i¢31 soclion act1 ross ncorne or AR) 289.871 289,871 7ty,035 s8 an see table nv85 mon Total rolp1S 289,B71 A3Pa mBtTrt5 200 372 4.Q5fj 87 $,779 200 372 4,056 B7 6.779 oiriie ddmio dDd ISUranCe Governdnc8- 8vdil fees Bahk Chaipes Mpdical 58ction (x)SlS 144 Sub total 11,494 11.494 240 A4 Asset and investment Sub total Totalpayments 11,49 11.494 240 Net of re¢eipts/fp8yments) A5 Tr8nsl8r5 betweèn funds A6 Cosh funds laBt year end Cpsh funds this ygar end 278,377 278,377 70,595 423,435 423.435 145,058 CCXX Rl a¢coun18 ISSI 2310712024
Sectlon B Statement of assets and liabilitles at the end of the perlod fte51rict¢d funds t• nèar05t£ Endowment funds Calogoio5 funds to n•ir9$1 e B1 C8Bh fundi Cash al bank 42J,435 Total cash funds 423,435 Unreslrlcled funds lo n•4M•I È Restrl¢t8d funds tv D•af41 E EndowrnÈnl tunds to n•arqs1 £ Detalls Dglalls Llnrn•trt¢t•d ¢05t lopllvn• ¢yvr•niv3lu• tlon Dotalls Unr•8lrfct¢d Ctxt (oplono11 on41 B4 Assets retalned forthè ¢harltys own use Unr•sirSc14d Fund •rnounl du• wh•n du• Dtrtalls BS Llabblltles Si9ned by one or two tru¥le¢s on behalf of all the IIu51ees Dale of roval Slg Print Namè 2310712024 CCXX R2 aceounts ISSI 23107r2024