ST LUKE'S TRUST (BERKSHIRE)
The aim is to carry out work in the world based on the approach as promoted by Rudolf Steiner. The Trust has been and is active in expressing this in the care of people with special needs, education and work on the land. Alder Bridge Steiner-Waldorf School rents the school building. The Trust acquired a property and makes this building available as a Steiner-Waldorf early years centre.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net deficit of £76,919 for the year, driven by expenditure exceeding income, although unrestricted funds increased significantly due to a £493,740 transfer from the investment property revaluation reserve following the sale of Lyndale. Per the trustees' report, the charity has paid off remaining mortgages and loans, resulting in a net asset position of £1,044,462, but notes that its Early Years Centre is reviewing its operations due to changing government funding policies.
What the accounts disclose
“St Luke's Trust (Berkshire) made an interest free loan totalling to its trading subsidiary Rose Garden Early Years Centre Limited. During the year £16,174 (2024: £12,330) was gifted to Rose Garden Early Years Centre Limited as it was considered by the trustees that such funds were provided in furtherance of the objectives of St Luke's Trust (Berkshire) rather than for the purposes of seeking any return.” — page 20
“In addition St Luke's Trust (Berkshire) paid property management fees of £6,000 (2024: £6,000) to Rose Garden Early Years Centre Limited.” — page 20
“St Luke's Trust (Berkshire) made an interest free loan totalling to its trading subsidiary Rose Garden Early Years Centre Limited. During the year £16,174 (2024: £12,330) was gifted to Rose Garden Early Years Centre Limited as it was considered by the trustees that such funds were provided in furtherance of the objectives of St Luke's Trust (Berkshire) rather than for the purposes of seeking any return.” — page 20
“In addition St Luke's Trust (Berkshire) paid property management fees of £6,000 (2024: £6,000) to Rose Garden Early Years Centre Limited.” — page 20
“St Luke's Trust (Berkshire) made an interest free loan totalling to its trading subsidiary Rose Garden Early Years Centre Limited. During the year £16,174 (2024: £12,330) was gifted to Rose Garden Early Years Centre Limited as it was considered by the trustees that such funds were provided in furtherance of the objectives of St Luke's Trust (Berkshire) rather than for the purposes of seeking any return.” — page 20
“In addition St Luke's Trust (Berkshire) paid property management fees of £6,000 (2024: £6,000) to Rose Garden Early Years Centre Limited.” — page 20
“Rose Garden Early Years Centre CIC (a fully owned subsidiary of St Luke’s Trust (Berkshire)) used the ground floor of Christchurch Gardens and the gardens to the rear.” — page 5
Trustees
- DR STUART CAMERON BROWN
- MARCUS ARTHUR WEBB
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £55k | £132k |
| 31/03/2024 | £69k | £92k |
| 31/03/2023 | £75k | £85k |
| 31/03/2022 | £88k | £57k |
| 31/03/2021 | £67k | £68k |
Common questions
Is ST LUKE'S TRUST (BERKSHIRE) financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net deficit of £76,919 for the year, driven by expenditure exceeding income, although unrestricted funds increased significantly due to a £493,740 transfer from the investment property revaluation reserve following the sale of Lyndale. Per the trustees' report, the charity has paid off remaining mortgages and loans, resulting in a net asset position of £1,044,462, but notes that its Early Years Centre is reviewing its operations due to changing government funding policies. Its FY2025 accounts were independently examined.