## **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** |1
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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