Summary Information

Return 2013 (Online)

Summary Information Return 2013
This return is intended to comprise a summary of key information contained in the Trustees'
Annual Report and accounts and in other documents.
All this information will be made public - P

THE LUCIS TRUST

Charity number: 216041
Financial period end: 31 December 2013
Submitted on 03 September 2014
This online version of the form shows the information you have entered through Annual Return
2011 Online and has been designed to make it easier for charities to print.
This Summary Information Return was submitted online by MS Christine
Morgan on 03 September 2014. You do not need to send us a signed
copy.

Question 1 - The charity's aims

What are your charity's aims?

Charity objects
The objects are defined in the memorandum of association as follows:
To advance education and learning in general and, in particular, in the
fields of comparative religion, philosophy, science and art.
To relieve human suffering and promote mental and moral improvement in
the human race.
To promote the advancement of religion on a non-sectarian basis.
Question 2 - Who benefits?
Who benefits from your charity's work?

Beneficiaries are those looking for different levels of spiritual education

which is non-political, non-sectarian and sponsors no special creed or
dogma.

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How do you respond to their needs and how do they influence the charity's development?

Through the Arcane School which provides meditation and study.

Through it's distribution and printing of spiritual philosophy. (Lucis Press)
Through it's outreach programmes Triangles and World Goodwill.
By their support and participation in our activities.
Question 3 - The charity's strategy
What are the key elements of your charity's medium to long term strategy?

The Trust with its principal activities The Arcane School and Lucis Press
continues to keep the books of Alice Bailey in circulation and the
correspondence school operating efficiently and available to those who
work to meet the criteria. It is not our policy to constantly initiate new
projects although new material is constantly offered within the existing
framework of its service work.
The work of spiritual education with students as well as to the wider public
will continue. The Trust encourages the access of information via the
website and has communicated with key co-workers and staff this year to
examine the strengths and weaknesses of its existing website in order to
develop a website which is responsive to the needs of students and coworkers.
Arcane School online (ASMIS) is being developed which will allow
students to work through email.
How does your charity measure the success of the strategy?

By the participation, attendance and feedback of co-workers.

Question 4 - The charity's objectives and achievements
What were your charity's main annual objectives and were they achieved?
Objective

Achievement

Continuation of our regular activities. Sucessful

Issuing of Newsletters, bulletins and
school work.
Arcane School Conference and World On line streaming of these events and
Goodwill Seminar.
video production enabled many more
to participate.
The translation of the printed books to Catalogue now available in eBooks
eBooks.

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Question 5 - The charity's income and spending

What were your charity's most significant activities during the year and how much did it spend
on them?
Charitable activities

000s

Arcane School

119,820

World Goodwill

69,599

Lucis Press

41,188

What were your charity's three main fundraising activities in the year and how much did each
generate and cost?
Fundraising activity

Income
generated 000s

Cost of
activity 000s

NA

NA

NA

Question 6 - The charity's financial health

How would you describe your charity's financial health at the end of the period?

At it's most healthy due to a recent and unexpected large legacy.

Question 7 - The next year
How will the overall performance last year affect your charity's medium to long term strategy?

The performance last year continues in much the same way as it has over
its's long history. We continue to up-date our means of communication
with co-workers and new people to our work through the new means of
electronic communication.
What are your charity's main objectives for next year?

To develop a new web-site.

To increase live streaming and video production.
To re-format the Alice Bailey books for printing.
To progress the Arcane School on-line
Question 8 - The charity's governance

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How does your charity ensure that its governance arrangements are appropriate and effective?

By taking advice from the Charity Auditors as to governance and

protocols.
Ensuring a climate of integrity for the continuing attainment of the charity's
objectives through relevant and regular communication between trustees.
Question 9 - Further details
Further details on all the answers given in this Summary Information Return can be obtained
from:

The Secretary of Lucis Trust

Declaration
This Summary Information Return was submitted online by MS Christine Morgan on 03
September 2014, telephone number 02078394512.
MS Christine Morgan certified online that:

b the information provided was correct

b it had been or would be brought to the attention of all the trustees
Those who give answers that they know are untrue or misleading may be committing an
offence.

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