Spiritualist Charities Update

Spiritual Truth Foundation:

Trustees:

Robert Clarke
Geoffrey Craggs
Debbie de Vito
Sue Farrow
Eric Hatton
Roy Stemman
Robert Wallace

Charitable objects:

TO BE HELD UPON SUCH CHARITABLE TRUSTS AND FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES THINK FIT WITH A VIEW TO ATTAINING ONE OR MORE OF THE FOLLOWING:-

1) PROMOTION AND ADVANCEMENT OF THE RELIGION AND RELIGIOUS PHILOSOPHY OF SPIRITUALISM.
2) THE PROMOTION AND ADVANCEMENT OF SPIRITUAL HEALING.
3) THE RELIEF OF POVERTY.

What

• Education / Training
• The Prevention or relief of Poverty
• Religious activities

Who

• Elderly / Old People
• People with disabilities
• Other charities / Voluntary bodies
• Other defined groups

How

• Makes grants to individuals

• Makes grants to organisations

The trustees are appointed by the existing trustees and serve as long as they are willing
to assist the charity's objectives.
The Foundation does not have any employees and the trustees give their time voluntarily except as reported under Trustees Benefits.
Mr R Stemman and Mr G Craggs are also director and secretary respectively of STF Publications Ltd, a wholly owned subsidiary carrying on the publishing activities for (a) above. They may receive payment from that company for the time spent on its management as provided for in the Trust Deed.

ACTIVITIES AND RESULT FOR THE YEAR

Commission and royalties on the sale of books etc through STF Publications Ltd promoting the primary objective of the charity result in a net surplus of £4,280 (2009-£4,316) and a cash flow of £2,237 to the charity.
During the year grants for the relief of poverty were made to forty-six individuals (30 -2009), support given to two institutions (1 - 2009), support for prison visits and papers/magazines subscriptions for the furtherance of Spiritualism. As explained below £7,519 was expended on Promoting Spiritualism.

During the year a legacy of £52,710 was received.

The attached accounts show a surplus of £14,635 before bringing into account the
increase in Market Value ofInvestments of £73,143. The General Fund at 31 March
2010 shows a balance of£358,585.

PROMOTING SPIRITUALISM

The trustees decided the legacy of over £50,000 should be spent on raising the
awareness of Spiritualism among non-spiritualists. It was decided to use the meetings
arranged by celebrity mediums throughout the country. The local churches would be
notified and supported by STF in attending, there would be no cost to the medium or
the churches. A leaflet was prepared to distribute at the meetings. Pilot meetings
were attended with very successful results for the project and local churches. It has
now been decided that such meetings will take place almost every week somewhere in
England, Wales and Scotland financed by STF. The expenditure of £7,519 includes
the design of the leaflets, setting up a web site and attending the pilot meetings. It is
anticipated the cost of the meetings will be approx £ 550/600 with local churches
taking over after the first meeting in their area which will greatly reduce the cost.

GRANT POLICY

Applications are the result of advertising and from the recommendations of the
trustees and church officers. These are assessed by the trustees on their needs;
enquiries are made where necessary to ensure the applicant is a Spiritualist and the
request genuine. Grants are made in the furtherance of the charity's objective (c)
where applicants are in need due to ill health, unable to pay for essential repairs and
replacements, travelling costs for working mediums, travel to attend appropriate
Spiritualist courses, or where the trustees feel there is a genuine need. Grants are also
made to Spiritualist institutions in support of their work.

Net Assets: £358,585
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Spiritualist Association of Great Britain

Trustees

MRS STELLA BLAIR
MRS VIDA CARLYLE
MR CHARLES HUTCHINSON
DENNIS FONTANNAZ
MRS HILARY SMITH SRN SCM RN RM
MRS GWYNEIRA WAUCHOPE-WATSON
MRS LESLEY JANE MOODY
MRS MARGARET GALLAGHER
Charitable objects:

1. THE ADVANCEMENT OF THE RELIGION AND RELIGIOUS PHILOSOPHY OF SPIRITUALISM.
2. THE EDUCATION OF THE PUBLIC ABOUT THE PRINCIPLES OF THE RELIGION, RELIGIOUS PHILOSOPHY AND SCIENCE OF SPIRITUALISM.
3. RESEARCH INTO THE PHENOMENA ASSOCIATED WITH SPIRITUALISM AND THE PUBLICATION OF THE USEFUL RESULTS OF SUCH RESEARCH.
4. THE RELIEF OF PERSONS SUFFERING FROM MENTAL OR PHYSICAL ILLNESS BY SPIRITUAL HEALING.

Unrestricted Funds: £638 239Trustees

None of the trustees received any remuneration during the year. As a full time employee, Ms V A Blair, the daughter of Mrs S Blair (trustee), was paid a salary of £22,316 (2009: £24,085).

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JV Trust

Trustees:
Eric Hatton
Hugh Davis
Margaret Josephine Davis

Charitable objects:

(A) THE PROMOTION, ESTABLISHMENT, SPREAD AND ADVANCEMENT OF THE RELIGION AND RELIGIOUS PHILOSOPHY KNOWN AS SPIRITUALISM WITH PARTICULAR REGARD FOR THE TRAINING OF MINISTERS.
(B) THE PROMOTION AND ADVANCEMENT OF SPIRITUAL HEALING.
(C) THE RELIEF OF AGED AND INFIRM SPIRITUALISTS WHO ARE IN NEED OF FINANCIAL ASSISTANCE.

What

• Religious activities

Who

• Other defined groups

How

• Makes grants to individuals
• Makes grants to organisations

Governance and Management

The Trustees were appointed by the original Settlers, Mr Roy Hudson Wandless and Mrs Christine Wandless.

Consequent upon the Chairman's ill-health in the early part of 2009, Miss M C Neville was added as a signatory with HSBC: Bank plc. Similar arrangements with Barclays Bank plc are not yet finalised.

The Trustees are all mature business people and avowed Spiritualists. Should a requirement arise in the future for new Trustees a planned induction programme would be put in place.

The Trust Solicitor is wholly independent and is not a spiritualist.

Activities

A significant activity was the annual "J V Trust WEEK" held in July .2009 at the Arthur Findlay College at Stansted Hall, Stansted Mountfitchett, Essex, the centre of the Spiritualists National Union. This included Healing sessions, Demonstrations, and Group sessions, with Lectures directed to widen the knowledge and the influence of spiritualists.
At its Meetings, normally quarterly, and at ad hoc meetings in between, the Trustees consider
a large number of wide-ranging requests from Churches within the Spiritualists National
Union, and this has been especially important over recent years to assist them with their
compliance with the current Disability Legislation in relation to access to buildings and
facilities therein. The Trustees now hold copies of a standard letter setting out the information
required in support of an application for financial assistance, to avoid waste of time and
unnecessary correspondence. Applications for financial assistance from individuals are also
considered on a regular basis. The Trustees and the Trust Solicitor are always available by
letter and/or telephone to give information and advice.
The Trustees' consideration of all requests is carried out on a stringent basis and, if
appropriate, requests are refused, particularly if it is clear that other resources are available.
The Trustees feel that regard must properly be given at all times to the most urgent requests
and it is known that financial assistance is available to persons of limited means.
The cost of the J V Trust WEEK is met by the Trust but, in addition, in other years "Reunion
Weeks" are also organised for people who have previously attended and wish to do so again.
These are self-funding, but the J V Trust sponsors the cost of the tutors. The Trustees see
their role as "Encouragers", and work closely with the President and other officers of the
Spiritualists National Union.
The Trustees confirm that they are fully aware of the Charity Commission's general guidance
on public benefit when reviewing the Trust's aims and objectives by providing donations to
various church projects, religious training and financial support to aged and infirm spiritualists.

The Trust.

In the year ended 5th April 2010, gave financial assistance to churches and individuals totalling £91,504. In addition, £221,919 was donated to the Arthur Findlay College itself, which included a donation of £220,000 towards the purchase of land around the College, which will be a great asset in the future.

The Trustees have considered the definitions of "charitable purpose" in the Charities Act
2006. They are confident that the activities of the charity are conducted for the benefit of the
public, falling under the headings:
(a)
the promotion, establishment, spread and advancement of the religion and religious
philosophy known as spiritualism with particular regard for the training of Ministers.
(b)
the promotion and advancement of Spiritual Healing, and
(c)
The relief of aged or infirm spiritualists who are in need of financial assistance.

General Fund: £7,408,334