Finance Score: -3

Governance Score: 0

Support Score: 0

Spending declining: -1
Multiple Deficits: -2
No PartB

Static board: -3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -3

ST LUKES TRUST LIMITED

St Luke's Trust supports and promotes anthroposophical medicine, and supports and promotes a Camphill community for adults with learning disabilities

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending is declining
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£288	£232	£55	n/a	n/a	n/a	n/a	n/a	2
31/03/22		£295	£234	£61	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£212	£205	£7	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£239	£266	£-27	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£222	£276	£-55	n/a	n/a	n/a	n/a	n/a	3
31/03/18		£215	£494	£-278	£0	£0	£0	n/a	0	0
31/03/17	*	£198	£237	£-38	£0	£0	£0	n/a	0	0
31/03/16	*	£182	£242	£-61	£0	£0	£0	n/a	0	0
31/03/15		£260	£199	£61	£0	£0	£0	n/a	0	0
31/03/14	*	£364	£319	£45	£0	£0	£0	n/a	0	0
31/03/13	*	£405	£358	£47	£0	£0	£0	n/a	0	0
31/03/12	*	£355	£366	£-10	£0	£0	£0	n/a	0	0
31/03/11	*	£377	£385	£-8	£0	£0	£0	n/a	0	0
31/03/10	*	£525	£374	£151	£13	£2,134	£2,133	68.5	2	0
31/03/09		£425	£337	£87	£0	£0	£0	n/a	0	0
31/03/08		£1,022	£331	£691	£5	£2,298	£2,298	83.3	1	0
31/03/07	*	£450	£338	£112	£0	£0	£0	n/a	0	0
31/03/06		£396	£305	£92	£0	£0	£0	n/a	0	0
31/03/05	*	£462	£265	£197	£0	£0	£0	n/a	0	0
31/03/04	*	£398	£229	£169	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 28 years

philip.curwen@btinternet.com

01453753350

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
The Advancement Of Health Or Saving Of Lives

GiG Classification

Poverty relief

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Gloucestershire,

Who it helps

People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
2 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 62-87

ANNE PICARD-BEARD Appointed: 2018, Occupation: Tutor/Support Worker

JOHN BROWNING (Chair) Appointed: 2019, Occupation: Therapist

PHILIP CHRISTIAN CURWEN Appointed: 2007, Occupation: Teacher

PIET BLOK Appointed: 2013, Occupation: Retired, Other trusteeships: ANTHROPOSOPHICAL MEDICAL TRUST, NUTLEY HALL,

THERESE HELENE CURWEN Appointed: 2007, Occupation: Teacher

Legal constitution

Charitable company registered in England & Wales on 12/06/1996, number: 1056073
Registered at Companies House on 13/05/1996, number: 03197736

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR17: 0 days late, AR16: 1 days late, AR14: 1 days late, AR13: 1 days late, AR12: 1 days late, AR11: 0 days late, AR10: 1 days late, AR07: 16 days late, AR05: 22 days late, AR04: 5 days late,

Main office

57 Cainscross Road
Stroud
GL5 4EX

Objectives

1) FOR THE PUBLIC BENEFIT, TO RELIEVE SICKNESS, PROMOTE GOOD HEALTH, PROVIDE CARE TO AND ADVANCE THE EDUCATION AND TRAINING OF: PEOPLE WITH A DISABILITY (WHETHER MENTAL OR PHYSICAL), THE YOUNG, THE OLD, OR PEOPLE OTHERWISE IN NEED, IN ACCORDANCE WITH THE PRINCIPLES OF DR RUDOLF STEINER (AS SUMMARISED IN THE APPENDIX TO THIS MEMORANDUM), PARTICULARLY (WITHOUT LIMITATION) BY THE ESTABLISHMENT AND MAINTENANCE OF COMMUNITIES IN THE FORM OF VILLAGES, RESIDENTIAL HOUSES, DAY CENTRES, KINDERGARTENS, SCHOOLS, COLLEGES OR OTHER TYPES OF SOCIAL AND/OR EDUCATIONAL COMMUNITY IN WHICH BENEFICIARIES LIVE AND/OR WORK AND/OR TO WHICH THEY OTHERWISE RESORT, IN COMMUNITY WITH PERSONS PROVIDING SUPPORT.2) TO RELIEVE SICKNESS AND PROMOTE GOOD HEALTH BY MEANS OF AND ADVANCE THE EDUCATION AND PROMOTE RESEARCH (MAKING USEFUL RESULTS PUBLICLY AVAILABLE) IN THE FIELD OF ANTHROPOSOPHICAL MEDICINE (AS SUMMARISED IN THE APPENDIX TO THIS MEMORANDUM)

Defined Area of Benefit:

NOT DEFINED

Data Sources