Finance Score: -7

Governance Score: 3

Support Score: 3

Excess reserves: -5
Accounts filed more than 5 days late: -2 times
Strong growth: +2
Multiple Deficits: -2

Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: -1

ANTHROPOSOPHICAL ASSOCIATION LIMITED

To own and operate Rudolf Steiner House on behalf of the Anthroposophical Society in Great Britain.

Analysis by Giving is Great

Positives:

The charity has received Government grants
More than half of total income was derived from trading and fees in the latest year
There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of gender

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £10,028,206 available, equivalent to 96 months of spending and so may not be able to utilise additional funding
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
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
31/12/22		£823	£1,248	£-425	£0	£10,028	£10,028	96.5	13	0
31/12/21	*	£305	£299	£6	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£184	£1,169	£-985	n/a	n/a	n/a	n/a	n/a	1
31/12/19	*	£392	£224	£168	n/a	n/a	n/a	n/a	n/a	1
31/12/18		£350	£334	£16	£0	£0	£0	n/a	0	1
31/12/17		£334	£445	£-111	£0	£0	£0	n/a	0	0
31/12/16		£340	£498	£-159	£0	£0	£0	n/a	0	0
31/12/15		£275	£306	£-32	£0	£0	£0	n/a	0	0
31/12/14		£215	£0	£214	£0	£0	£0	n/a	0	0
31/12/13		£169	£411	£-242	£0	£0	£0	n/a	0	0
31/12/12		£167	£374	£-207	£0	£0	£0	n/a	0	0
31/12/11		£192	£390	£-198	£0	£0	£0	n/a	0	0
31/12/10		£209	£396	£-187	£0	£0	£0	n/a	0	0
31/12/09		£190	£393	£-203	£0	£0	£0	n/a	0	0
31/12/08		£156	£422	£-266	£0	£0	£0	n/a	0	0
31/12/07		£114	£360	£-246	£0	£0	£0	n/a	0	0
31/12/06		£406	£362	£43	£0	£0	£0	n/a	0	0
31/12/05		£330	£329	£0	£0	£0	£0	n/a	0	0
31/12/04		£440	£371	£69	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 18%
Liabilities/Income: 271%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 96.5 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.6

Asset Split ?

Established: 61 years
(98 years as a company)

www.anth.org.uk/rsh

rsh-office@anth.org.uk

02077234400

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides services

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

13 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 57-77

WILLIAM BENEDICT FORWARD Appointed: 2023, Occupation: Retired, Other trusteeship: ANTHROPOSOPHICAL SOCIETY IN GREAT BRITAIN,

ADRIAN MARK LOCHER Appointed: 2013, Occupation: Charity Director, Other trusteeships: ANTHROPOSOPHICAL SOCIETY IN GREAT BRITAIN, THE PURIE-HARWELL TRUST, EURYTHMY UK LTD,

ANTOINETTE REYNOLDS Appointed: 2020, Occupation: Retired Teacher, Other trusteeship: ANTHROPOSOPHICAL SOCIETY IN GREAT BRITAIN,

CHRISTIANA THEKLA AURELIA BRYAN Appointed: 2019, Occupation: Publicity Director, Other trusteeship: ANTHROPOSOPHICAL SOCIETY IN GREAT BRITAIN,

MARJATTA VAN BOESCHOTEN (Chair) Appointed: 2013, Occupation: Management Development Consultant, Other trusteeship: ANTHROPOSOPHICAL SOCIETY IN GREAT BRITAIN,

MARILYN ANNE EDWARDS Appointed: 2018, Occupation: Retired Teacher, Other trusteeship: CALDER VALLEY STEINER EDUCATION LTD.,

RICHARD SIMON BUNZL Appointed: 2023, Occupation: Writer, Other trusteeships: ANTHROPOSOPHICAL SOCIETY IN GREAT BRITAIN, CALDER VALLEY STEINER EDUCATION LTD.,

SIMON HENRY BLAXLAND-DE LANGE Appointed: 2013, Occupation: Special Needs Educator/Translator, Other trusteeships: ANTHROPOSOPHICAL SOCIETY IN GREAT BRITAIN, ST ANTHONY'S TRUST LIMITED,

Legal constitution

Charitable company registered in England & Wales on 30/07/1963, number: 220364
Registered at Companies House on 06/11/1925, number: 00209494

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR21: 18 days late, AR19: 33 days late,

Main office

RUDOLF STEINER HOUSE
35 PARK ROAD
LONDON
NW1 6XT

Objectives

TO SPREAD THE KNOWLEDGE AND TEACHING OF DR RUDOLF STEINER. TO PROMOTE AND CARRY ON THE STUDY OF AND PRACTICE AND RESEARCH IN ANTHROPOSOPHY, ETHNOLOGY, PHSIOLOGY, CHEMISTRY, MEDICINE AND OTHER SUBJECTS AS IN MEMORANDUM AND ARTICLES CLAUSE 3 (B). TO CARRY ON SCHOOLS IN GENERAL AND THE STUDY, TEACHING AND PRACTICE OF EURHYTHMY.

Defined Area of Benefit:

NOT DEFINED

Data Sources