**CHARITY REGISTERED NUMBER: 1155777**
## **SPIRITUAL COMPANIONS TRUST**
**INDEPENDENTLY EXAMINED**
**RECEIPT AND PAYMENTS ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2022**
## **SPIRITUAL COMPANIONS TRUST**
## **FOR THE YEAR ENDED 31 DECEMBER 2022**
## **CONTENTS**
||**Page**|
|---|---|
|Trustees’ Annual Report|1|
|Independent Examiner’s Report|3|
|Receipt and Payment Accounts|4|
|Statement of Assets and Liabilities|5|
|Notes to the Accounts|6|
## **SPIRITUAL COMPANIONS TRUST**
## **TRUSTEES' ANNUAL REPORT**
## **FOR THE YEAR ENDED 31 DECEMBER 2022**
## **CHARITY REGISTRATION NUMBER 1155777**
## **The charity's principal address is:**
48 Roman Way Glastonbury Somerset BA6 8AD
## **Names of the charity trustees:**
Peter Brown Heather K Veitch Tracy Wheeler Carl Stonier Linda Sharron Toms Dorothy Turner Ila Mazumdar
## **Structure, governance and management**
The governing document is that of a Charitable Incorporated Organisation and was registered with the Charity Commission on 13 February 2014. Its trustees are appointed at trustee meetings. The trustees have appointed a Chief Executive to run the charity in accordance with the charity's objectives and who directly reports to the trustees. Chief Executive fees for consultancy and expenses totalling £4,180 were paid during the year.
## **Objectives and activities**
To advance education and training in the practice of spiritual companionship; in particular but not exclusively, to professionals and voluntary carers with the purpose of the relief of the sick and vulnerable.
In planning and monitoring our activities for the year we kept in mind the Charity Commission's guidance on public benefit at our trustee and executive meetings. The focus of our activities remains the development of educational programmes and resources in the field of a holistic approach to pastoral care and multifaith chaplaincy. This benefits carers and those for whom they care. The skills and resilience of carers, volunteer and professional, are improved and the care received by those in need is enhanced. We develop these programmes and resources in a way that welcomes diversity and is fully inclusive, working with all people regardless of personal background, faith, gender or personal circumstances. This holistic approach to compassion in action enriches the lives of professional and volunteer carers, leading to enhanced care for those in need.
Page 1
## **SPIRITUAL COMPANIONS TRUST**
## **TRUSTEES' ANNUAL REPORT CONTINUED**
## **FOR THE YEAR ENDED 31 DECEMBER 2022**
## **CHARITY REGISTRATION NUMBER 1155777**
## **Achievement and performance**
## _Spiritual Companions_
During the year we supported the personal and professional development of the 363 individuals within our network through regular email newsletters and a once-a-week online wellbeing meditation.
## _Education_
Due to illness and a lack of capacity it was not possible to deliver The Diploma in Practical Spirituality and Wellness (Crossfields Institute Level 3 in 2022. The groundwork was laid however for a delivery in 2024.
Our 10-hour course on spirituality and wellbeing was delivered by our educators, twice by William Bloom and once by Martine Moorby.
## _Your Spiritual Health Programme_
We continued to distribute our 40-page publication in hard copy and in digital PDF form. The online audio and video version continues to be freely accessible on our website here: https://spiritualcompanions.org/secrets-of-spiritual-health
## _UK Register of Spiritual Caregivers (UKRSC)_
Our registry of spiritual caregivers currently has 89 registrants and continues to grow slowly.
## _Publications_
Downloads of the PDFs of our two resources ‘Meditation Masterclass’ and ‘Spirituality and Mental Health’ continued throughout 2022.
## _Compassion Dialogues_
In November 2021 we launched a series of hour-long webinars entitled the ‘Compassion Dialogues’ in which significant figures in the spirituality and wellbeing world were interviewed. These dialogues carried on throughout 2022, were very well attended and priced by donation making them available to all. These are now freely available to watch via our website.
## **Reserves Policy**
In relation to our finances, we thus far have insufficient reserves to merit the development of a reserves policy. We will develop the appropriate policy if and when our income substantially exceeds expenditure and we have reserves.
The trustees declare that they approved the trustees' report above.
Signed on behalf of the Charity Trustees
Date: 27 June 2023
Trustee name: Peter Brown
Page 2
## **SPIRITUAL COMPANIONS TRUST**
## **INDEPENDENT EXAMINER’S REPORT**
## **FOR THE YEAR ENDED 31 DECEMBER 2022**
## **Independent examiner’s report to the trustees of Spiritual Companions Trust**
I report to the trustees on my examination of the accounts of the Spiritual Companions Trust for the year ended 31 December 2022.
## **Responsibilities and basis of report**
As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
## **Independent examiner’s statement**
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
2. the accounts do not accord with those records.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Date: 27 June 2023
Birgit Kotschi FCCA MAAT Selwood Accounts and Tax Ltd 36 Selwood Road Glastonbury Somerset BA6 8HW
Page 3
## **SPIRITUAL COMPANIONS TRUST**
## **RECEIPTS AND PAYMENTS ACCOUNTS**
## **FOR THE YEAR ENDED 31 DECEMBER 2022**
|**Receipts**
Benefactor donations
Registration fees
Event income
Bank interest
**Payments**
Office rent
Room and venue hire
Chief executive wages
Administrative wages
Consultancy
Telephone and broadband
General office expenses
Materials and handouts
Course development
Educator tutoring
Website costs
SC trust membership and insurance
Registration fees
Bank and paypal fees
Executive team expenses
Accountancy
Fixed asset depreciation 100%
Net (payments) receipts for the year
Cash funds last year end
**Cash funds this year end**|2022
£
Unrestricted
Funds
7,659
27,338
-
110
______
35,107
______
2,340
857
4,000
2,943
14,500
123
1,531
-
5
19
746
211
2,315
520
181
650
-
______
(30,941)
4,166
25,558
______
29,724
|2022
2022
2021
£
£
£
Restricted
Total
Total
Funds
Funds
Last year
-
7,659 6,481
-
27,338 21,020
-
-
2,874
-
110
2
______
______
______
-
35,107
30,377
______
______
______
-
2,340
2,340
-
857
438
-
4,000 4,045
2,247
5,190 5,145
-
14,500
2,370
-
123
267
-
1,531
1,537
-
-
344
-
5
378
-
19
3,114
-
746
1.806
-
211
951
-
2,315
5 ,662
-
520
233
-
181
62
-
650
400
-
-
1,028
______
______
______
(2,247)
(33,188) (30,120)
______
(2,247)
1,919
257
2,247
27,805
27,548
______
______
______
-
29,724
27,805
|
|---|---|---|
Page 4
## **SPIRITUAL COMPANIONS TRUST**
## **STATEMENT OF ASSETS AND LIABILITIES**
## **AS AT 31 DECEMBER 2022**
||2022|2022|2022|2021|
|---|---|---|---|---|
||£|£|£|£|
||Unrestricted|Restricted|Total|Total|
||Funds|Funds|Funds|Last year|
|**Monetary assets**|||||
|Bank and cash in hand|29,724|-|29,724|27,805|
||______|______|______|______|
|**Net current assets**|29,724|-|29,724|27,805|
||______|______|______|______|
|**Total assets less liabilities**|29,724|-|29,724|27,805|
||||||
||______|______|______|______|
|**Represented by:**|||||
|**Cash funds**|||||
|Cash funds for the year|29,724|-|29,724|27,805|
||______|______|______|______|
|**Balance as at 31 December 2022**|29,724
______|-
______|29,724
______|27,805
______|
Read and approved 27 June 2023
Trustee name: Peter Brown
On behalf of Spiritual Companions Trust
Page 5
## **SPIRITUAL COMPANIONS TRUST**
## **NOTES TO THE ACCOUNTS**
## **FOR THE YEAR ENDED 31 DECEMBER 2022**
## 1. **Tangible fixed assets**
## **Office equipment**
|Cost at 1 January 2021
Additions
Cost at 31 December 2022
Depreciation 1 January 2021
Charge
Depreciation at 31 December 2022
NBV at 31 December 2022
NBV at 31 December 2021
|4,593
-
______
4,593
**––––––**|
|---|---|
||4,593
-
______
4,593
**––––––**|
||-
**––––––**|
||-
**––––––**|
## **2. Particulars of any guarantees given by the CIO**
There are no potential liabilities under any guarantee outstanding at the date of the statement of assets and liabilities.
## **3. Particulars of any debt outstanding**
There is no debt outstanding at the date of the statement of assets and liabilities which is owed by the CIO and which is secured by an express charge on any of the assets of the CIO.
Page 6