THE LUCIS TRUST
To advance education and learning in general, in particular, in the fields of comparative religion and philosophy.To promote the advancement of religion on a non-sectarian basis.To relieve human suffering and promote mental and moral improvement in the human race.World-wide support of the Arcane School, Triangles and World Goodwill also the books of Alice Bailey through its trading company.
Objects
(I) SUCH CHARITABLE OBJECTS AS SHALL ADVANCE EDUCATION AND LEARNING IN GENERAL AND IN PARTICULAR IN THE FIELDS OF COMPARATIVE RELIGION, PHILOSPHY, SCIENCE AND ART. (II) SUCH CHARITABLE OBJECTS AS SHALL RELIEVE HUMAN SUFFERING AND PROMOTE MENTAL AND MORAL IMPROVEMENT IN THE HUMAN RACE. (III) SUCH CHARITABLE OBJECTS AS SHALL ON A NON-SECTARIAN BASIS PROMOTE THE ADVANCEMENT OF RELIGION.
Financial health, per its FY2025 accounts
The accounts state that total funds decreased by £92,882 to £1,763,545, reflecting the planned use of reserves to support operational activities. The charity maintains a reserves policy target of £1,000,000, which is comfortably exceeded by its available investment and bank balances of £1,500,621. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“The Trustees consider that a reserve of £1,000,000 would be an acceptable level to cover operations should there be any significant changes in the operation or funding of the charity.”
“The total employee remuneration, including employer's national insurance and pension contributions, of 2 key management personnel, Christine Morgan and Laurence Newey in 2025, were £47,955 combined (2 personnel in 2024: £47,102). Both these individuals are trustees of the charity. Remuneration to trustees is permitted by the charity's governing documents. One charity trustee claimed travel expenses whilst participating in voluntary work totalling £4,087” — page 26
“The charitable company owns the whole of the issued ordinary share capital of Lucis Press Limited, a company registered in England (company number: 338727). The subsidiary is used for non-primary purpose trading activities.” — page 29
Policies the charity declares
- 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
- Investing charity funds policy and procedures
- Investment
- 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
Corporate structure
- Registered company of the charity Companies House 00305704
Company officers (Companies House)
- NEWEY, Laurence Gordon on trustee list
- ARCACHE, Diana not on trustee list
- VALOCORE, Barbara Lynn O. on trustee list
- VAN DER VELDE, Mintze, Mr. not on trustee list
- FRASER, Derek on trustee list
- MORGAN, Christine Peta on trustee list
- PEULER, Peter Heinz on trustee list
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/12/2023)
Trustees
- CHRISTINE PETA MORGANchair
- BARBARA LYNN VALOCORE
- DEREK FRASER
- Laurence Gordon Newey
- MINTZE VAN DER VELDE
- MRS D N ARCACHE
- PETER HEINZ PEULER
- STEPHEN INNES WYNYARD NATION
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £256k | £440k |
| 31/12/2024 | £322k | £447k |
| 31/12/2023 | £561k | £413k |
| 31/12/2022 | £386k | £452k |
| 31/12/2021 | £192k | £229k |
Common questions
Is THE LUCIS TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total funds decreased by £92,882 to £1,763,545, reflecting the planned use of reserves to support operational activities. The charity maintains a reserves policy target of £1,000,000, which is comfortably exceeded by its available investment and bank balances of £1,500,621. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| RADSTOCK TRUST CIO | 1 | £55k |
| THE DEO GLORIA TRUST | 1 | £5k |
Charities like this
- THE BLAVATSKY TRUST
- THE CHARIS TRUST
- FIRM FOUNDATION TRUST
- DEVOTIONAL ASSOCIATES OF YOGESHWAR
- JOHN JAMES CHARITABLE TRUST
- BAYTUL ILM TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE LUCIS TRUST | £256k | — | 0 | above | — | no doubt |
| THE BLAVATSKY TRUST | £77k | — | 0 | unclear | — | no doubt |
| THE CHARIS TRUST | £591k | — | 0 | unclear | — | no doubt |
| FIRM FOUNDATION TRUST | £75k | — | 0 | above | — | no doubt |
| DEVOTIONAL ASSOCIATES OF YOGESHWAR | £771k | — | 0 | above | — | no doubt |
| JOHN JAMES CHARITABLE TRUST | £344k | — | 0 | unclear | — | no doubt |