**Gloucestershire Spiritual Direction Trust –** 

## **Trustees Report 2023** 

## **Reports for 2023** : 

**Finance Report** : Ann Morris 

The overall **position of the Trust** at the end of December 2023: 

The year started with £12261 in the bank accounts and ended the year with £15697 – very satisfactory! 

We received £1072 from the closure of the Spirituality Network for Gloucestershire, who trust us to further the support of spirituality in our area.  I allocated this money to the directory/ECSD pot. Much of the extra money in the bank account comes from the work of the course, A Companion’ Way. We have agreed that the Ecumenical Community of Spiritual Directors will host events that are self-supporting. We will propose a small annual membership fee to cover administration and website costs. 

The financial position of the two years of **Course L** – 2022-3, the first blended course.  The facilitators set the fees on an estimated budget based on the previous in-person course, balancing the savings made by not having a regular venue, less facilitator travel, but with more spent on weekends (an introductory weekend, and IGR and a workshop weekend).  We hoped to break even with a minimum number of 12 students, but supported 17 participants. 

We were prepared to make a small loss, seed money to experiment with this new format. However, because of the prudence of the team, the course ended with an excess of income over expenditure of £5372 over the two years.  This will help fund any shortfall in Course M. 

Fees received £27,875 Costs included: Website £1075 Zoom £631 Retreats £15280 Workshops £1513 Visiting Tutors £533 Facilitator expenses (travel, printing etc) £1180 Honorarium £2100 

A breakdown of the  Trust’s Cash Asset available to fund each department to help with any financial decisions the Trustees may need to make. 

Administration £216 Directory and ECSD (Ecumenical Community) £1561 Course £13920 

The Trustees are now in the process of setting an annual budget to future proof the finances and attract income. 

**A Companion’s Way:** Siobhan Smith 



Course L was our first blended course – on Zoom and in person events.  It has proven to be a successful and enjoyable way of being a learning community. 

Course M was due to start at the beginning of 2024 – but due to a glitch on the website – seekers were unable to apply for several months. As there were only 8 applicants in January, the course start date was postponed, and will begin in May 2024 with 16 participants. 

Joe Neary has joined the facilitator team, and two former participants on course L have divided up the administrative tasks between them to support the facilitators – Caroline Gilderdale and Ann Bulley. 

## **Ecumenical Community of Spiritual Directors** : Lynda Fisher 

- **The Directory** Numbers of new Spiritual Directors joining the Community – 12 (the majority participants in Course L) 

Potential SDs showing interest in joining – 2 

Total on the Directory currently – 82 

GL postcodes – 39 (indicates how the sharing of this ministry is changing – from local area – now we have directors listed on the Directory from Wales – the furthest lives in Orkney – Enquirers  – 56 

Work will continue during 2024 to revise the Directory to confirm active directors. Plus revamping the master forms – application and seeking a spiritual  director – to make the process more user friendly and comply with data protection. 

- **Events** – 

   - First face to face meeting since 2020 in November at Leckhampton for Chris’ leaving thank you (12 attended which suggests that most members prefer to meet over Zoom) 

   - Centering Prayer evenings – with thanks to Jo Joy for setting them up (3[rd] Tuesdays each month at 7.30pm) 

   - **In 2024** , plan for a session on Centering Prayer To be led by Emma Lanham (former participant of Course) 

- **Key areas of work since September 2023 – ongoing** 

   - Introducing the concept of short 100-150 word biographies  to those finishing Course L and those who have newly joined the Trust – to set out what they have to offer as Spiritual Directors 

   - Reviewing the Trust document – on going – particularly as we have had difficulty formally appointing representatives from the dioceses of Clifton and Gloucester 

   - Plans – to offer a Zoom meeting on 27th June 2024 for all Members of ECSD to discuss future topics for on going support and training and the use of biographies. Recruitment of new Trustees or Members willing to be involved – particularly with Website development and organising on-going training. 

   - Revising the management of matching directors to directees - Pam Wright is on the team in Hereford Diocese and is willing to share their search on how best to do this – a topic that is currently an issue for all who manage Directories. 

   - Development of the Guidelines for Spiritual Directors 



## **Supervision: Chris Mason** 

Chris Mason continues to hold the brief for the continuation and development of Supervision. 

1. Receiving requests for supervision 

2. Supporting supervisors informally 

3. Arranging opportunities for personal development (CPD) in a reflective practice group meeting 2/3 times year 

4. Creating and maintaining a database of names, experience, training, mode of work (1:1 and groups) policy on donations 

## **Work for 2024** 

Develop the list of trained Supervisors 

Offer training through LCSD for those interested in providing supervision. 

## **Trustee Resignations and Vacancies** 

## **Resignations** 

- Chris Mason – 22[nd] July, 2023 

- Diane Daymond – 1[st] August 2023 

- Joanne Joy – 27[th] April 2024 

## **Next AGM – April 2024** 

## **Appointments to be  retrospectively  proposed and seconded** 

   - Lynda Fisher – joined Trustees 5[th] September 2023 – proposed: Ian Spencer  seconded Maragret Evans 

   - Rosie Halford – joined Trustees 5[th] September 2023 – proposed: Lynda Fisher  seconded Siobhan Smith 

   - David Vonberg – joined Trustees 5[th] September 2023 – proposed: Ann Morris  seconded Anne Soloman 

- **Trustees at the end of first 3 year term to be proposed and seconded** 

   - Anne Solomon, Siobhan Smith and Ann Morris – Proposed Rosie Halford seconded Judith Davies 

Trustees: 



## **GLOUCESTERSHIRE SPIRITUAL DIRECTION TRUST - ACCOUNTS 2023** 

**Admin List EFSD Course L Course L Course M Course M Donations for Receipts Payments Receipts payments CM** 

|**Date**|**Date**|**Ref no**|**GISD**|**Bank**|**GSDT**|<br>**GSDT**||**Admin**|**List**|**EFSD**||**Course L**|**Course L**|**Course M**|**Course M**|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
||||**Lloyds**|**Statement**|**Co-operatve**|**Co-operatve**||||||**Receipts**|**Payments**|**Receipts**|**payments**|
||||||**receipts**|**payments**||||||||||
|**Opening balance**|**1/1/2023**||£36.05||£12,261.02||**Descripton**|||||||||
|Course partcipant semes|1/3/2023|||C12|£400.00||Semester 3 fees|||||£400.00||||
|Course partcipant semes|1/3/2023|||C12|£400.00||Semester 3 fees|||||£400.00||||
|Course partcipant semes|1/3/2023|||C12|£400.00||Semester 3 fees|||||£400.00||||
|Course partcipant semes|1/3/2023|||C12|£400.00||Semester 3 fees|||||£400.00||||
|Course partcipant semes|1/4/2023|||C12|£400.00||Semester 3 fees|||||£400.00||||
|Course partcipant semes|1/4/2023|||C12|£400.00||Semester 3 fees|||||£400.00||||
|Course partcipant semes|1/4/2023|||C12|£400.00||Semester 3 fees|||||£400.00||||
|Course partcipant semes|1/5/2023|||C12|£200.00||Semester 3 fees|||||£200.00||||
|Course partcipant semes|1/5/2023|||C12|£40.00||Semester 3 fees|||||£40.00||||
|Course partcipant semes|1/9/2023|||C12|£400.00||Semester 3 fees|||||£400.00||||
|Course partcipant semes|1/9/2023|||C12|£400.00||Semester 3 fees|||||£400.00||||
|Course partcipant semes|1/10/2023|||C12|£400.00||Semester 3 fees|||||£400.00||||
|Course partcipant semes|1/10/2023|||C12|£360.00||Semester 3 fees|||||£360.00||||
|Course partcipant semes|1/11/2023|||C12|£400.00||Semester 3 fees|||||£400.00||||
|Gloucester DBF|1/14/2023|X31||C12||£40.00|Hire of labyrinth for otherness weekend||||||£40.00|||
|Facilitaor conference at|1/16/2023|X32||C12||£135.00|Retreat Associaton Conference February||||||£135.00|||
|Mull Web Design|1/23/2023|X33||C12||£267.00|Annual website plug ins||||||£267.00|||
|Course partcipant semes|1/23/2023|||C12|£400.00||Semester 3 fees|||||£400.00||||
|Course partcipant semes|1/26/2023|||C12|£400.00||Semester 3 fees|||||£400.00||||
|Course partcipant semes|1/30/2023|||C13|£400.00||Semester 3 fees|||||£400.00||||
|Holland House|2/3/2023|X34||C13||£4,850.00|Otherness weekend - 3rd-5th Feb||||||£4,850.00|||
|Trainer expenses|2/9/2023|||C13||£250.00|Otherness weekend - 3rd-5th Feb||||||£250.00|||
|Soc Retreat Directors|2/14/2023|Z5||C13|£400.00||Grant - semester 3|||||£400.00||||
|Soc Retreat Directors|2/22/2023|||C13|£600.00||Grant  - semester 3 and  4|||||£600.00||||
|Course partcpant fee ref|2/24/2023|||C13||£200.00|Semester 3 fee refund|||||-£200.00||||
|Bookmark Computers|5/4/2023|X35||C14||£120.00|Website upkeep Feb to July||||||£120.00|||
|Trainer expenses|6/4/2023|X36||C15||£374.95|Dream Day Leader||||||£374.95|||
|Holland House|6/9/2023|X37||C15||£100.00|Residental holding fee Course M||||||||£100.00|
|Facilitator expenses|6/9/2023|X38||C15||£265.09|Semester 3 expenses||||||£265.09|||
|Facilitator expenses|6/9/2023|X39||C15||£123.40|Semester 3 expenses||||||£123.40|||
|Facilitator expenses|6/9/2023|X40||C15||£177.30|Semester 3 expenses||||||£177.30|||
|Facilitator expenses|6/9/2023|X41||C15||£146.35|Semester 3 expenses||||||£146.35|||
|Facilitator expenses|6/19/2023|X42||C15||£36.00|Expenses - Dreams Day||||||£36.00|||
|Course partcipant deposi|6/21/2023|||C15|£25.00|£25.00|Deposit for Course M|||||||£25.00||
|Holland House|6/27/2023|X43||C15||£1,480.00|Deposit Jan '24 and Sept holding fee||||||||£1,480.00|
|Zoom repayment|7/18/2023|X44||C16||£143.88|Annual Zoom charge||||||£143.88|||
|Supervision training|7/21/2023|X45||C16||£75.00|Supervision Training||||£75.00|||||
|Spirituality Network|7/30/2023|||C16|£1,072.12||Transfer of all monies|£1,072.12||||||||
|Facilitator expenses|8/15/2023|X46||C17||£141.10|Semester 3 expenses||||||£141.10|||
|Bookmark Computers|8/21/2023|X47||C17||£120.00|Website upkeep Aug 23-Jan24||||||£120.00|||
|Bookmark Computers|8/21/2023|X48||C17||£80.00|Annual hostng and domain||||||£80.00|||
|Course partcipant semes|8/23/2023|||C17|£400.00||Semester 4 fees|||||£400.00||||
|Course partcipant semes|8/23/2023|||C17|£400.00||Semester 4 fees|||||£400.00||||





|Course partcipant semes|8/23/2023|||C17|£400.00||Semester 4 fees||||£400.00|||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|Course partcipant semes|8/23/2023|||C17|£400.00||Semester 4 fees||||£400.00|||||
|Course partcipant semes|8/23/2023|||C17|£400.00||Semester 4 fees||||£400.00|||||
|Course partcipant semes|8/23/2023|||C17|£400.00||Semester 4 fees||||£400.00|||||
|Course partcipant semes|8/23/2023|||C17|£400.00||Semester 4 fees||||£400.00|||||
|Course partcipant semes|8/23/2023|||C17|£400.00||Semester 4 fees||||£400.00|||||
|Course partcipant semes|8/29/2023|||C18|£400.00||Semester 4 fees||||£400.00|||||
|Course partcipant semes|8/31/2023|||C18|£400.00||Semester 4 fees||||£400.00|||||
|Course partcipant semes|8/31/2023|||C18|£400.00||Semester 4 fees||||£400.00|||||
|Course partcipant semes|8/31/2023|||C18|£400.00||Semester 4 fees||||£400.00|||||
|Course partcipant semes|9/1/2023|||C18|£400.00||Semester 4 fees||||£400.00|||||
|Course partcipant semes|9/6/2023|||C18|£400.00||Semester 4 fees||||£400.00|||||
|St Marks Methodist|9/6/2023|X49||C18||£100.00|Sepember workshop day -**cheque no 1**|||||£100.00||||
|Church, Cheltenham||||||||||||||||
|Course partcipant semes|9/7/2023|||C18|£400.00||Semester 4 fees||||£400.00|||||
|Course partcipant semes|9/7/2023|||C18|£400.00||Semester 4 fees||||£400.00|||||
|Donaton for CM|9/26/2023|||C18|£15.00||Donaton for Chris||||||||£15.00|
|Donaton for CM|9/28/2023|||C18|£20.00||Donaton for Chris||||||||£20.00|
|Donaton for CM|9/28/2023|||C18|£30.00||Donaton for Chris||||||||£30.00|
|St Peter Lechampton|9/29/2023|X50||C18||£35.00|Hire of cotage - 27th November|||£35.00||||||
|Ann Morris|10/3/2023|||C18|£10.00||Donaton for Chris||||||||£10.00|
|Ann Morris|10/5/2023|||C18|£25.00||Donaton for Chris||||||||£25.00|
|Ann Morris|10/9/2023|||C18|£10.00||Donaton for Chris||||||||£10.00|
|Ann Morris|10/17/2023|||C18|£15.00||Donaton for Chris||||||||£15.00|
|Ann Morris|10/19/2023|||C18|£10.00||Donaton for Chris||||||||£10.00|
|Trainer expenses|10/26/2023|||C18||£150.00|Shadow/ spiritual abuse sessions|||||£150.00||||
|Donaton for CM|10/27/2023|||C18|£10.00||Donaton for Chris||||||||£10.00|
|Donaton for CM|10/30/2023|||C19|£10.00||Donaton for Chris||||||||£10.00|
|Donaton for CM|11/13/2023|||C19|£20.00||Donaton for Chris||||||||£20.00|
|Donaton for CM|11/16/2023|||C19|£25.00||Donaton for Chris||||||||£25.00|
|Donaton for CM|11/20/2023|||C19|£10.00||Donaton for Chris||||||||£10.00|
|Gif receipient|11/26/2023|X51||C19||£210.00|Gif to Chris||||||||-£210.00|
|Holland House|11/27/2023|X52||C20||£759.00|Final Day|||||£759.00||||
|Facilitator expenses|12/13/2023|X53||C20||£268.50|Semester 4 Expenses|||||£268.50||||
|Facilitator expenses|12/13/2023|X54||C20||£151.35|Semester 4 Expenses|||||£151.35||||
|Facilitator expenses|12/13/2023|X55||C20||£182.30|Semester 4 Expenses|||||£182.30||||
|Facilitator expenses|12/13/2023|X56||C20||£151.30|Semester 4 Expenses|||||£151.30||||
|Travel expenses|12/13/2023|X57||C20||£54.00|Travel Expenses|||||£54.00||||
|Facilitator expenses|12/13/2023|X58||C20||£157.15|Semester 4 Expenses|||||£157.18||||
|Facilitator expenses|12/15/2023|X59||C20||£127.00|Semester 4 Expenses|||||£127.00||||
||||-£25.00||£25.00||Miscellaneous|||||||||
|**Totals**|||**£11.05**||**£27,193.14**|**£11,495.67**||**£1,072.12**|**£0.00**|**£110.00**|**£13,400.00**|**£9,370.70**|**£25.00**|**£1,580.00**|**£0.00**|
|Balance at Bank|||£11.05||£15,697.47|||||||||||
|**Bank Accounts**|||||||**Break down by Department**|||||||||
|**Reconciliaton**|||**Co-op**||||**Administraton**|||||||||
||||||||Income|||||||||
|Opening Balance|||£12,261.02||||Expenses|£110.00||||||||
|Transfers|||£1,097.12||||**Excess of Expenditure over income**|**£110.00**||||||||
|Expenses paid|||-£11,495.67|||||||||||||





Income received **Closing Balance** Opening Balance Expenses Paid Income Received 

£13,835.00 **EFSD** Income **£15,697.47** C/F to 2024 Expenses -£110.00 **Excess of Expenditure over Income -£110.00 Lloyds A Companion's Way** £36.05 Income £13,425.00 -£25.00 Expenses -£10,950.70 This includes payments to Holland House re Course M in 2024 **Excess of Income over Expenditure £2,474.30** 

## **Closing Balance** 

£11.05 C/F to 2024 

CIO Report - 2023 added value to Trust of £3411 

Income  less expenditure plus Spirituality Network transfer 



## **GLOUCESTERSHIRE SPIRITUAL DIRECTION TRUST - ACCOUNTS 2021 - Balance Sheet** 

## **Opening Balance** 

|**alance**||
|---|---|
|GISD re Course|10119.36|
|Spirituality Network re Bursary Fund|1250.00|
|Spirituality Network re Director's Fund|814.19|
||12183.55|



## **GLOUCESTERSHIRE SPIRITUAL DIRECTION TRUST - ACCOUNTS 2022 - Balance Sheet** 

|Opening Balance|£10,788.00||
|---|---|---|
|Plus Excess of Income over expenditure|£1,509.07||
|||£12,297.07|
|Balanced by:|||
|GISD - Lloyds account|£36.05||
|Trust Co-op Account|£12,261.02||
|||£12,297.07|



|**GLOUCESTERSHIRE SPIRITUAL DIRECTION TRUST -**|**ACCOUNTS 2023 - Balance Sheet**|
|---|---|
|Opening Balance|£12,297.07|
|Plus Excess of Income over expenditure|£3,411.45|
||£15,708.52|
|Balanced by:||
|GISD - Lloyds account|£11.05|
|Trust Co-op Account|£15,697.47|
||£15,708.52|





## **Course L Year 1 Breakdown of Income and Costs** 

||||**Fee Income**|**Costs**|Allocaton of Costs||||||
|---|---|---|---|---|---|---|---|---|---|---|
||||||**Website Zoom**|**Retreats**|**Workshop**|**Visitng**|**Facilitator**|**Honorarium**|
|||||||||**Tutors**|**Expenses -**||
||||||||||**Travel/printng**||
|7/8/2021|X1|Course Website||-£145.00|£145.00||||||
|7/8/2021|X2|Holland House Deposit 4th-6th Feb 22||-£1,100.00||£1,100.00|||||
|7/8/2021|X3|Holland House Deposit 9th-11th Sept 22||-£100.00||£100.00|||||
|7/28/2022|X4|||-£143.88|£143.88||||||
|8/21/2022|X5|Bookmark Computers to Jan 23||-£183.50|£183.50||||||
|11/24/2022|X6|Course Meetng at Holland House||-£40.00||£40.00|||||
|12/29/2021||Course fees|£400.00||||||||
|12/30/2021||Course fees|£400.00||||||||
|12/31/2021||Course fees|£400.00||||||||
|11/4/2022||Course fees|£400.00||||||||
|1/2/2022||Course fees|£400.00||||||||
|1/3/2022||Course fees|£400.00||||||||
|1/4/2022||Course fees|£400.00||||||||
|1/4/2022||Course fees|£400.00||||||||
|1/5/2022||Course fees|£400.00||||||||
|1/5/2022||Course fees|£400.00||||||||
|1/5/2022||Course fees|£800.00||||||||
|1/6/2022||Course fees|£400.00||||||||
|2/6/2022||Course fees|£400.00||||||||
|10/8/2022||Course fees|£400.00||||||||
|10/10/2022||Course fees|£400.00||||||||
|10/10/2022||Course fees|£40.00||||||||
|10/10/2022||Course fees|£360.00||||||||
|1/12/2022|Z1|SRC - Grant - partcipant fees|£1,000.00||||||||
|1/13/2022||Refund of partcpant fees|-£400.00||||||||
|1/19/2022||Course fees|£400.00||||||||
|1/21/2022|X10|Holland House Deposit - 9-11th September||-£1,150.00||£1,150.00|||||
|1/25/2022|X9|Holland House - balance 4th-6th February||-£4,075.00||£4,075.00|||||
|2/25/2022|X11|Bookmark computers - website - annual hostng +||-£180.00|||||||
|||upkeep Feb to July|||£180.00||||||
|3/11/2022|Z2|SRC Grant - partcipant fees|£600.00||||||||
|6/22/2022|X13|Facilitator expenses||-£164.05|||||£64.05|£100.00|
|6/22/2022|X14|Facilitator expenses||-£152.20|||||£52.20|£100.00|
|6/22/2022|X15|Facilitator expenses||-£162.00|||||£62.00|£100.00|
|6/22/2022|X16|Facilitator expenses||-£300.50||||£80.00|£120.50|£100.00|





|6/22/2022|X17|Facilitator expenses||-£166.45||||||£66.45|£100.00||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|6/24/2022|X18|Holy Family Centre Prinknash - Workshop||-£150.00||||£150.00|||||
|7/17/2022|X19|Zoom annual subscripton - refund to payee||-£143.88||£143.88|||||||
|8/10/2022|Z3|SRC Grant - partcipant fees|£200.00||||||||||
|8/23/2022||Partcipant fees 2nd semester|£400.00||||||||||
|8/23/2022||Partcipant fees 2nd semester|£275.00||||||||||
|8/23/2022||Partcipant fees 2nd semester|£400.00||||||||||
|8/23/2022||Partcipant fees 2nd semester|£400.00||||||||||
|8/23/2022||Partcipant fees 2nd semester|£400.00||||||||||
|8/24/2022||Partcipant fees 2nd semester|£600.00||||||||||
|8/24/2022||Partcipant fees 2nd semester|£400.00||||||||||
|8/24/2022||Partcipant fees 2nd semester|£400.00||||||||||
|8/24/2022||Partcipant fees 2nd semester|£400.00||||||||||
|8/26/2022||Partcipant fees 2nd semester|£400.00||||||||||
|8/30/2022||Partcipant fees 2nd semester|£400.00||||||||||
|8/30/2022||Partcipant fees 2nd semester|£400.00||||||||||
|8/30/2022|X20|Holland House Balance IGR September||-£3,675.00|||£3,675.00||||||
|8/31/2022||Partcipant fees 2nd semester|£200.00||||||||||
|9/2/2022||Partcipant fees 2nd semester|£400.00||||||||||
|9/2/2022||Partcipant fees 2nd semester|£400.00||||||||||
|9/13/2022|X21|Speaker- IGR travel expenses||-£63.00|||||£63.00||||
|11/3/2022|X22|Bookmark computers - website - annual hostng +||-£120.00|||||||||
|||upkeep August 22 to Jan 23|||£120.00||||||||
|12/9/2022|X24|Facilitator - semester 2 expenses||-£381.35|||||£240.00|£41.35|£100.00||
|12/9/2022|X25|Facilitator - semester 2 expenses||-£123.40||||||£23.40|£100.00||
|12/9/2022|X26|Facilitator - semester 2 expenses||-£100.00|||||||£100.00||
|12/14/2022|X28|Facilitator - semester 2 expenses||-£125.40||||||£25.40|£100.00||
|12/14/2022|X29|Bookmark Computers annual fee||-£60.00|£60.00||||||||
|12/16/2022|X30|Facilitator - semester 2 expenses||-£128.70||||||£28.70|£100.00||
||||**£14,475.00**|**-£13,133.31**|**£688.50**|**£287.76**|**£10,140.00**|**£150.00**|**£383.00**|**£484.05**|**£1,000.00**|£13,133.31|



## **Excess of Income Over Expenditure £1341.69** 

Less fees paid in advance year 2 =  £1141.69 



Course LM Year 1 

## **Fee Income** 

|||B/f - fees paid in advance|£200.00|
|---|---|---|---|
|6/23/2023|X43|Holland House -deposit for Intr weekend||
|6/9/2023|X37|Holland House - deposit for holding fee residental||





Allocation of Costs **Website Zoom Retreats Workshop Visiting Facilitator Tutors Expenses - Travel/printing** -£1,480.00 -£1,480.00 -£100.00 -£100.00 

## **Costs** 



Honorarium