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2022-12-31-accounts

Trustees’ Annual Report for the period

From 01.01.2022 Period start date To 31.12.2022 Period end date

Charity name: Gloucestershire Spiritual Direction Trust

Charity registration number: 1187445

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 Objects of the charity
Gloucestershire Spiritual Direction
Trust
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
beneft 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
defned 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
inall thislife?
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.		 Para 1.17 and
1.19		 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 confdential
‘access service’ in which those seeking
spiritual direction may be ofered
names of potential spiritual directors c.
Organising informal meetings and
continuing professional development
opportunities for those involved in the
practice ofspiritualdirectiond.
Ensuring supervision is available to
spiritual directors and encouraging
those involved in this work to hold
themselves to the highest ethical
standards
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 The Trustees have had regard to the
guidance issued by the Charity Commission
on public benefit

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 difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.		 Para 1.20 During the year Jan 2022-Dec 2022
The CIO has now been ‘trading’ for 30
months.
1. With lifting of Covid restrictions
the new ‘hybrid’ course
mentioned in the last report
began as planned in early Feb
2021 and runs until December
2023
2. Communication with members
of the ecumenical community
was maintained with regular
informal zoom and in-person
events
3. Continuing development
opportunities were ofered

online with visiting speakers offering learning opportunities to members 4. A regular newsletter was distributed to members 5. The trustee body met regularly to develop policies of relevance

Additional information (optional) You may choose to include further statements where relevant about:


Achievements against
objectives set
Para 1.41
Performance of fundraising
activities against objectives
set		 Para 1.41
Investment performance
against objectives		 Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 See separate document submitted
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22
Amount of reserves held Para 1.22
Reasons for holding zero
reserves		 Para 1.22
Details of fund materially in
deficit		 Para 1.24
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23

Additional information (optional) You may choose to include further statements where relevant about:


The charity’s principal
sources of funds (including
any fundraising)
Para 1.47
Income to the charity is from members of
the ecumenical community if they attend
development opportunities. Costs of the
events are covered.
Since the course began the largest
element of funds held by the CIO is
payment for the course. Costs of the
course are covered from that income.
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46
A description of the principal
risks facing the charity		 Para 1.46
Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 constitution
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 C.I.O
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees		 Para 1.25 Trustees are appointed by vote at the
AGM according to individual’s skills and
willingness to stand for election.
One trustee is nominated by the Anglican
diocese of Gloucester and the Roman
Catholic diocese of Clifton.
Our constitution ensures a
‘denominational spread’ within the
trustee body

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and Para 1.51 training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other

Reference and Administrative details

Charity name Gloucester Spiritual Direction Trust
Other name the charity uses n/a
Registered charity number 1187445
Charity’s principal address 47, Hartley Close,
Chipping Sodbury,
Bristol. BS37 6NW

Names of the charity trustees who manage the charity

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20		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee (ifany)
Rev. Christopher
David Mason		 Chair Whole year
Ann Veronica
Marsham Morris		 Whole year
Anne Vera Jane
Solomon		 Whole year
Mary Siobhan
Smith		 Secretary Whole year
Rev. Canon Ian
Bussell		 Representing
Diocese of
Gloucester		 Whole year Diocese of Gloucester
Rev. Ian Spencer Wholeyear
Sarah Richards Representing
Diocese of Clifton		 Whole year Diocese of Clifton
Rev. Jayne Webb Representing
Methodist Circuit		 Whole year Methodist Circuit

– 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)

Full name(s) Mary Siobhan Smith

Position (eg Secretary, Trustee (and charity contact) Chair, etc)

Date

31[st] Oct 2023

Gloucester Spiritual Direction Trust 1187445 Receipts and payments accounts CC16a For the period Jan-22 Dec-22 To from

Section A Receipts and payments Section A Receipts and payments 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 £
Fee income 13,800 - -
-
-
-
-
-
-
-		 13,800 2,175
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
Sub total(Gross income for
AR)		 13,800 - - 13,800 2,175
A2 Asset and investment sales,
(see table).
- -
-
-		 -
- - -
Sub total - - -
Total receipts
A3 Payments
- 13,800 2,175
Costs of resourcingcourse 12,290 -
-
-
-
-
-
-
-
-
-		 12,290 -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
**Sub total ** 12,290 12,290 -
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
- 12,290 -
1,510 - 1,510 2,175
- -
-		 - -
10,788 10,788
12,298 - 12,298 2,175

CCXX R1 accounts (SS)

01/01/2023

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
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details
Lloyds Bank Account
Co-op Bank Account
Details
Signature		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
36
-
12,261
-
-
-
12,297
-
Agreement Error
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

Date of approval cou+A63:J97A69:J9

CCXX R2 accounts (SS)

01/01/2023

2