## **Trustees’ Annual Report for the period**
**From 01.01.2021 Period start date To 31.12.2021 Period end date**
## **Charity name: Gloucestershire Spiritual Direction Trust**
## **Charity registration number: 1187445**
## **Objectives and Activities**
**----- Start of picture text -----**
SORP reference
Summary of the purposes Para 1.17 Objects of the charity
of the charity as set out Gloucestershire Spiritual Direction
in its governing Trust
document 1.To advance the education of the
public in the subject of ‘spiritual
direction’ (spiritual accompaniment) as
arises from the Christian tradition. 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.
2.To advance the Christian faith by
promoting awareness and
understanding of the practice of
spiritual direction. Spiritual direction 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?
Summary of the main Para 1.17 and The Gloucestershire Spiritual Direction
1.19
activities in relation to Trust will achieve its charitable
those purposes for the purposes, in particularly but not
public benefit, in exclusively by: a. Providing a course in
particular, the activities, training and formation for those
projects or services seeking to provide this ministry b.
identified in the Providing a trusted and confidential
accounts. ‘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
**----- End of picture text -----**
**----- Start of picture text -----**
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
Statement confirming Para 1.18 The Trustees have had regard to the
whether the trustees guidance issued by the Charity
have had regard to the Commission on public benefit
guidance issued by the
Charity Commission on
public benefit
**----- End of picture text -----**
## **Additional information (optional)**
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
## **Achievements and Performance**
SORP reference
||Summary of the main
achievements of the
charity, identifying the
diference the charity’s
work has made to the
circumstances of its
benefciaries and any
wider benefts to society
as a whole.|Para 1.20|**During the year Jan 2021-Dec 2021**
The CIO has now been ‘trading’ for 18
months. During the pandemic much
activity was ‘on hold’ and the
sabbatical year for the spiritual
direction course was extended to 2
years in view of the difcult
considerations to be made of how to
run, what had been, an in person
course.
However, activities have continued.
1. The maintenance of
communication to the members
of the Ecumenical Community of
Spiritual Directors via regular
newsletters
2. Continuing development
opportunities online with visiting
speakers delivering talks and
learning opportunities of interest
to the members
3. Informal online, and more
recently in person, opportunities
for members of the community
to get together socially have
been arranged.
4. Online training events have
been held during the year, to
encourage and educate
members
5. The trustee body met regularly
to discuss policy issues and
develop the work of the Trust
6. A ‘hybrid’ online and in person
training course known as A
Companion’s Way was
developed with planned frst
term start date of February 2022||
|---|---|---|---|---|
## **Additional information (optional)**
You may choose to include further statements where relevant about:
**----- Start of picture text -----**
Achievements against Para 1.41
objectives set
Performance of
Para 1.41
**----- End of picture text -----**
**----- Start of picture text -----**
fundraising activities
against objectives set
Investment performance Para 1.41
against objectives
Other
**----- End of picture text -----**
## **Financial Review**
**----- Start of picture text -----**
Review of the charity’s Para 1.21 See separate document submitted
financial position at the
end of the period
Statement explaining the Para 1.22
policy for holding
reserves stating why they
are held
Amount of reserves held Para 1.22
Reasons for holding zero Para 1.22
reserves
Details of fund materially Para 1.24
in deficit
Explanation of any Para 1.23
uncertainties about the
charity continuing as a
going concern
**----- End of picture text -----**
**----- Start of picture text -----**
Additional information (optional)
You may choose to include further statements where relevant about:
Income to the charity is from
members of the ecumenical
The charity’s principal community if they attend
sources of funds Para 1.47 development opportunities. Costs
(including any of the events are covered.
fundraising) When the course begins, fees for
the course will constitute a large
proportion of the income and will
cover the costs of providing the
course.
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the Para 1.46
principal risks facing the
charity
Other
**----- End of picture text -----**
## **Structure, Governance and Management**
**----- Start of picture text -----**
Description of charity’s
trusts:
Type of governing Para 1.25 constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 C.I.O
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Trustees are appointed by vote at
methods including details the AGM according to individual’s
of any constitutional skills and willingness to stand for
provisions e.g. election to election.
post or name of any One trustee is nominated by the
person or body entitled Anglican diocese of Gloucester and
to appoint one or more the Roman Catholic diocese of
trustees Clifton.
Our constitution ensures a
‘denominational spread’ within the
trustee body
**----- End of picture text -----**
## **Additional information (optional)**
You may choose to include further statements where relevant about:
**----- Start of picture text -----**
Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
**----- End of picture text -----**
## **Reference and Administrative details**
**----- Start of picture text -----**
Charity name Gloucester Spiritual Direction Trust
Other name the charity n/a
uses
Registered charity 1187445
**----- End of picture text -----**
**----- Start of picture text -----**
number
Charity’s principal 47, Hartley Close,
address Chipping Sodbury,
Bristol. BS37 6NW
**----- End of picture text -----**
## **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)
Rev. Christopher Chair Whole year
1
David Mason
Ann Veronica Whole year
2
Marsham Morris
Anne Vera Jane Whole year
3
Solomon
Mary Siobhan Secretary Whole year
4
Smith
Rev. Canon Ian Representing 20.03.21 Diocese of Gloucester
5 Bussell Diocese of
Gloucester
6 Rev. Ian Spencer 20.03.21
Sarah Richards Representing 20.03.21 Diocese of Clifton
7
Diocese of Clifton
Rev. Jayne Webb Representing 20.03.21 Methodist Circuit
8
Methodist Circuit
9
10
11
12
13
14
15
16
17
18
19
20
**----- End of picture text -----**
Corporate trustees – names of the directors at the date the report was approved **Director name**
Name of trustees holding title to property belonging to the charity
||**Trustee name**|**Dates acted if not for whole**
**year**|||
|---|---|---|---|---|
||||||
||||||
||||||
||||||
||||||
||||||
## **Funds held as custodian trustees on behalf of others**
Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional) Names and addresses of advisers (Optional information)**
## **Type of Name Address adviser**
**Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees**
> **Signature(s)** C. D. Mason Mary Siobhan Smith **Full name(s)** Christopher David Mason **Position (eg** Chair Secretary **Secretary, Chair, etc) Date** 25[th] October 2022 24[th] October 2022
**Gloucester Spiritual Direction Trust**
**1**
## **Receipts and payments acco**
**For the period** 01/21 **To from**
## **Section A Receipts and payments**
**Unrestricted Restricted Endowment funds funds funds**
**to the nearest £**
**to the nearest £ to the nearest £**
## **A1 Receipts**
**----- Start of picture text -----**
2,175 - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
2,175 - -
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - -
- - -
Sub total - - -
Total receipts 2,175 - -
A3 Payments
3,571 - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
Sub total 3,571 - -
A4 Asset and investment
purchases, (see table)
None - - -
- - -
Sub total - - -
Total payments 3,571 - -
Net of receipts/(payments) - 1,396 - -
A5 Transfers between funds - - -
A6 Cash funds last year end - - -
**----- End of picture text -----**
_**Cash funds this year end**_ **- 1,396 - -**
## **Section B Statement of assets and liabilities at the end of**
||||**Unrestricted**|
|---|---|---|---|
|**Categories**|**Details**||**funds**|
|**B1 Cash funds**|Lloyds Bank Account
Co-op Bank Account
**_Total cash funds_**||**to nearest £**
**508**
**10,280**
**-**
**10,788**|
||(agree balances with receipts and payments
account(s))||Agreement Error|
||||**Unrestricted**|
||||**funds**|
|**B2 Other monetary assets**|**Details**||**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
||||**Fund to which**|
|**B3 Investment assets**|**Details**||**asset belongs**
**Fund to which**|
|**B4 Assets retained for the**|**Details**||**asset belongs**|
|**charity’s own use**|||**Fund to which**|
|**B5 Liabilities**|**Details**||**liability relates**|
Signed by one or two trustees on behalf of all the trustees
|Signature|Print|N|
|---|---|---|
||Ann|M|
**187445**
## **ounts**
## **CC16a**
Decenber 21
## **Total funds**
## **Last year**
## **to the nearest £**
## **to the nearest £**
**----- Start of picture text -----**
2,175 -
- -
- -
- -
- -
- -
- -
- -
2,175 -
**----- End of picture text -----**
**----- Start of picture text -----**
-
- -
- -
2,175 -
3,571 -
- -
- -
- -
- -
- -
- -
- -
- -
3,571 -
**----- End of picture text -----**
**----- Start of picture text -----**
-
-
- -
3,571 -
- 1,396 -
- -
- -
**----- End of picture text -----**
1.396
## **the period**
**----- Start of picture text -----**
Restricted Endowment
funds funds
to nearest £ to nearest £
- -
- -
- -
- -
OK OK
Restricted Endowment
funds funds
to nearest £ to nearest £
- -
- -
- -
- -
- -
- -
Current value
Cost (optional)
(optional)
- -
- -
- -
- -
- -
Current value
Cost (optional)
(optional)
- -
- -
- -
- -
- -
- -
- -
- -
- -
Amount due When due
(optional) (optional)
-
-
**----- End of picture text -----**
**----- Start of picture text -----**
-
-
-
Date of
Name
approval
orris
cou+A63:J97A69:J9
**----- End of picture text -----**