Finance Score: -1

Governance Score: 3

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Large legacies income: +1
Accounts filed more than 5 days late: -2 times
Strong growth: +2

Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

ANTHROPOSOPHICAL SOCIETY IN GREAT BRITAIN

To promote an understanding of Anthroposophy, that is the spiritual science which forms the subject matter of the writings and teachings of Dr. Rudolf Steiner, and to aid in its development.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent 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 £12,655,382 available, equivalent to 99 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

Established: 60 years

www.anth.org.uk

rsh-office@anth.org.uk

02077234400

Charity Commission for England and Wales

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
31/12/22		£1,840	£1,531	£309	£0	£12,655	£12,655	99.2	13
31/12/21	*	£818	£598	£220	£0	£12,347	£12,347	247.6	3
31/12/20		£444	£1,429	£-985	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£956	£826	£131	£0	£13,112	£13,112	190.6	8
31/12/18		£598	£599	£-2	£0	£12,981	£12,981	259.9	8
31/12/17		£576	£632	£-56	£0	£12,983	£12,983	246.6	9
31/12/16		£530	£709	£-179	£0	£2,590	£2,583	43.7	9
31/12/15		£165	£248	£-83	£0	£0	£0	n/a	0
31/12/14		£284	£226	£57	£0	£0	£0	n/a	0
31/12/13		£296	£190	£106	£0	£0	£0	n/a	0
31/12/12		£212	£246	£-33	£0	£0	£0	n/a	0
31/12/11		£417	£254	£163	£0	£0	£0	n/a	0
31/12/10		£2,640	£412	£2,227	£35	£4,854	£4,854	141.2	0
31/12/09		£568	£250	£319	£27	£2,627	£2,627	126.3	0
31/12/08		£486	£283	£203	£0	£0	£0	n/a	0
31/12/07		£771	£839	£-68	£0	£0	£0	n/a	0
31/12/06	*	£1,652	£894	£758	£0	£0	£0	n/a	0
31/12/05		£821	£674	£147	£0	£0	£0	n/a	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: 1%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 99.2 months
Net Current Assets/Spending: 6 months
Quick Ratio: 6.8

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Scotland, Switzerland,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
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

ADRIAN MARK LOCHER Appointed: 2013, Occupation: Charity Director, Other trusteeships: ANTHROPOSOPHICAL ASSOCIATION LIMITED, THE PURIE-HARWELL TRUST, EURYTHMY UK LTD,

ANTOINETTE REYNOLDS Appointed: 2020, Occupation: Retired Teacher, Other trusteeship: ANTHROPOSOPHICAL ASSOCIATION LIMITED,

CHRISTIANA THEKLA AURELIA BRYAN Appointed: 2019, Occupation: Publicity Director, Other trusteeship: ANTHROPOSOPHICAL ASSOCIATION LIMITED,

MARJATTA VAN BOESCHOTEN (Chair) Appointed: 2013, Occupation: Management Development Consultant, Other trusteeship: ANTHROPOSOPHICAL ASSOCIATION LIMITED,

MARILYN ANNE EDWARDS Appointed: 2018

RICHARD SIMON BUNZL Appointed: 2023, Occupation: Writer, Other trusteeships: ANTHROPOSOPHICAL ASSOCIATION LIMITED, CALDER VALLEY STEINER EDUCATION LTD.,

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

WILLIAM BENEDICT FORWARD Appointed: 2023, Other trusteeship: ANTHROPOSOPHICAL ASSOCIATION LIMITED,

Legal constitution

Charity registered in England & Wales on 05/12/1963, number: 220480

Gift Aid

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

18 returns made; AR21: 44 days late, AR19: 33 days late, AR06: 8 days late,

Main office

RUDOLF STEINER HOUSE
35 PARK ROAD
LONDON
NW1 6XT

Objectives

TO FURTHER THE KNOWLEDGE AND DEVELOPMENT OF ANTHROPOSOPHY THAT IS TO SAY THE SPIRITUAL SCIENCE WHICH FORMED THE SUBJECT MATTER OF THE WRITING AND TEACHINGS OF DR RUDOLF STEINER AND SEE CLAUSE TWO OF STATUTES, RULES AND BYE-LAWS.

Defined Area of Benefit:

GREAT BRITIAN AND ELSEWHERE

Data Sources