## **Trustees' Annual Report for the period**
Period start date Period end date Day Month Year Day Month Year
**From To**
## Section A Reference and administration details
**Charity name** Gloucestershire Spiritual Direction Trust
**Other names charity is known by Registered charity number (if any)** 1187445 **Charity's principal address** 47, Hartley Close Chipping Sodbury BRISTOL **Postcode BS37 6NW**
**Names of the charity trustees who manage the charity**
**----- Start of picture text -----**
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Anne Vera Jane Trustee Apt. 20.01.20 Ecumenical Community of
1
Solomon Spiritual Directors
Mary Siobhan Secretary Apt. 20.01.20 Ecumenical Community of
2
Smith Spiritual Directors
Revd Christopher Chair Apt. 20.01.20 Ecumenical Community of
3
David Mason Spiritual Directors
Revd Ann Treasurer Apt. 20.01.20 Ecumenical Community of
4 Veronica Spiritual Directors
Marsham Morris
Revd Canon Ian Representing Apt. 20.03.21 Diocese of Gloucester
5 Bussell Diocese of
Gloucester
Mrs Sarah Representing Apt.20.03.21 Diocese of Clifton
6
Richards Diocese of Clifton
47 Revd Ian Trustee Apt. 20.03.21 Ecumenical Community of
7 Spencer Spiritual Directors
Revd Jayne Webb Representing Apt. 20.03.21 Methodist Circuit
8
Methodist Circuit
**----- End of picture text -----**
## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
March **2012**
**TAR**
1
## **Names and addresses of advisers (Optional information)**
**Type of adviser Name Address**
**Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
constitution Type of governing document (eg. trust deed, constitution) C.I.O How the charity is constituted (eg. trust, association, company) Initial appointment at constitution then confirmed at first AGM by Trustee selection methods the ecumenical community of spiritual directors 20.03.21 (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
March **2012**
**TAR**
2
## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
- 1.To advance the education of the public in the subject of ‘spiritual direction’ (spiritual accompaniment) as arises from the Christian tradition.
2. To teach, promote and facilitate this ancient Christian practice for the benefit of people of all denominations and none, in Gloucestershire and the surrounding areas, in particular to facilitate a vocational training course for those drawn to this ministry.
3. To advance the Christian faith by promoting awareness and understanding of the practice of spiritual direction, which is defined as a way of advancing Christianity, in that it is a conversation held between two people (or in a group) in the understanding of the presence of a third (the 'Holy Spirit') which seeks to explore the questions 'who is God for me?' and 'where is God in all this life? The Gloucestershire spiritual direction trust will achieve its charitable purposes, in particularly but not exclusively by:
- a. providing a course in training and formation for those seeking to provide this ministry
- b. providing a trusted and confidential ‘access service’ in which those seeking spiritual direction may be offered names of potential spiritual directors
- c. organising informal meetings and continuing professional development opportunities for those involved in the
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**TAR**
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practice of spiritual direction
d. ensuring supervision is available to spiritual directors and encouraging those involved in this work to hold themselves to the highest ethical standards
Please see previous section
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
## **Additional details of objectives and activities (Optional information)**
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**TAR**
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You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
Section D Achievements and performance
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**TAR**
5
Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
Although the CIO did not begin ‘trading’ until June 2021 and the training course was undergoing a sabbatical year during the pandemic, we are pleased to report that the Trust was able to support and oversee the following activities:
1. Regular communication with members (approx 112) of the Ecumenical Community through newsletters in January, June and September
2. Informal support and enrichment for learning of spiritual directors in online meetings in March, June and October with input from ‘visiting’ speakers
3. Informal support and enrichment for learning of supervisors of directors on 20[th] October 2021
4. Planning for a training and development morning on Saturday 27[th] November 2021 led by two external ‘visiting’ speakers
5. Team building for the Trustee body through a quiet day retreat is also underway for early in 2022
We warmly commend the energy, commitment and support of our Trustee team in regular attendance at meetings and in undertaking background work in small groups.
## **Section E Financial review**
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## **Brief statement of the charity’s policy on reserves**
## **Details of any funds materially in deficit**
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## **Section F Other optional information**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
Chris Mason **Signature(s)** Christopher Mason **Full name(s)** Mary Siobhan Smith **Position (eg Secretary,** Secretary Chair **Chair, etc) Date** 09.11.2021 04.11.2021
March **2012**
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||**Gloucester Spiritual Direction Trust**|**Gloucester Spiritual Direction Trust**|**Gloucester Spiritual Direction Trust**|**Gloucester Spiritual Direction Trust**|**Gloucester Spiritual Direction Trust**|**1187445**|**1187445**|**CC16a**|
|---|---|---|---|---|---|---|---|---|
||**For the period**
**from**||Jun-20||**To**|Dec-20|||
||||||||||
|**Section A Receipts and payments**|||||||||
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**||**Restricted**
**funds**
**to the nearest £**||**Endowment**
**funds**
**to the nearest £**|**Total funds**
**to the nearest £**||**Last year**
**to the nearest £**|
|None|**-**||**-**||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**-**||**-**|
||**-**||**-**|||**-**||**-**|
||**-**||**-**|||**-**||**-**|
||**-**||**-**|||**-**||**-**|
||**-**||**-**|||**-**||**-**|
||**-**||**-**|||**-**||**-**|
||**-**||**-**|||**-**||**-**|
||**-**||**-**|||**-**||**-**|
|**_Sub total_**_(Gross income for_
_AR)_|**-**||**-**||**-**|**-**||**-**|
||||||||||
|**A2 Asset and investment sales,**
**(see table).**|||||||||
||**-**||||**-**
**-**
**-**|**-**|||
||**-**|||||**-**||**-**|
|**_Sub total_**|**-**|||||**-**||**-**|
|**_Total receipts_ **
**A3 Payments**|||||||||
||||||**-**|**-**||**-**|
||||||||||
|None|**-**||||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**-**||**-**|
||**-**|||||**-**||**-**|
||**-**|||||**-**||**-**|
||**-**|||||**-**||**-**|
||**-**|||||**-**||**-**|
||**-**|||||**-**||**-**|
||**-**|||||**-**||**-**|
||**-**|||||**-**||**-**|
||**-**|||||**-**||**-**|
|**_Sub total_ **|**-**|||||**-**||**-**|
||||||||||
|**A4 Asset and investment**
**purchases, (see table)**|||||||||
|**None**|**-**||||**-**
**-**
**-**|**-**|||
||**-**|||||**-**|||
|**_Sub total_ **|**-**|||||**-**||**-**|
|**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|||||||||
||||||**-**|**-**||**-**|
||||||||||
||**-**||||**-**|
**-**||**-**|
||**-**||||**-**
**-**|**-**||**-**|
||**-**|||||**-**||**-**|
||**-**||||**-**|**-**||**-**|
CCXX R1 accounts (SS)
04/11/2021
1
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
**Details**
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**c**
Print Name
Ann Morris|**Endowment**
**funds**
**to nearest £**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
|||Ann Morris||
||||**ou+A63:J97A69:J**|
**cou+A63:J97A69:J9**
CCXX R2 accounts (SS)
04/11/2021
2