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2024-12-31-accounts

Gloucestershire Spiritual Directon Trust –

Report to the Charity Commission regarding the work of the Trust throughout 2024 and plans for 2025.

Siobhan and Jo Joy gave especial thanks to Caroline Gilderdale and Ann Bulley who have been such a support coping with administration and also delivering some session, and also to David Vonberg who delivered sessions.

Joe Neary also asked for help from anyone who feels they could offer support either in this way or by observing practical session

o The Directory

o Directory of Supervisors

The present:

The supervisors group currently has 13 people actively involved in supervision of whom: 11 are female, 2 are male, comprising 7 clergy and 6 lay people. Between them the group brings 73.5 years’ experience to this privileged work of supporting spiritual directors.

Looking back to 2024:

  1. This year there was an opportunity for supervisors to meet informally on 22nd July which involved:

  2. a) brief individual comment on where people were: - Geographically and ‘Existentially’

b) Thinking creatively: ‘what garden implement or tool would best describe your style of and approach to supervision?’ Feedback included the following items: - String, Hoe, Watering can, Small fork, Secateurs and Sieve

c) A contemplative reflection from ‘Pastoral Supervision Revisited and Revisioned’ by Michael Paterson on the theme of “the question is not how to survive but how to thrive with passion, compassion, humour and style” taken from Maya Angelou’s writing.

d) A general tracking of our work concerning numbers (1:1 and/or groups), capacity, and whether supervision-on-supervision was in place for everyone.

e) Lynda Fisher and Ann Morris offered feedback from a recent Trust meeting concerning peer group supervision and the trustee’s clear preference for people to seek 1:1 or supervisor-led supervision in groups wherever possible.

  1. The continuing growth and development of supervisors has been a priority this year and I am delighted to report that a three session programme led by Antonia Lynn and Maria Manuela Silva from the London Centre for Spiritual Direction was held on 12th October, 23rd November and 7th December attended by 15 participants.

The learning focused on:

Sharing Our experience of Supervision Breakout activities Models of Supervision The Five Elements of Supervision Models of Supervision The Seven-Eyed Supervisor

The tasks of a supervision group

The dynamic of a session and the role of the supervisor

Each participant was awarded a certificate of completion from the London Centre

Looking forward to 2025:

Plans are under way to hold an informal meeting in June and a continuing development event in October with details to be publicised.

Events

Looking back on the events of last year, the Trustees recognise the vast contributions which so many people make to running the Trust and to ensure that we adhere to the principle objectives of the Trust which in simple terms are providing a Course of training for potential spiritual directors, providing on-going support and training to established spiritual directors and providing a means of enquirers to link with spiritual directors.

2024 month by month

February saw the start of the Ecumenical opportunities for Contemplative prayer which has proved to be a valued monthly opportunity exploring particularly Centering Prayer. Those attending have felt a deep sense of God’s presence and connectedness with one another.

April - Budget planning took place followed by our 4 th AGM to which Ian Spencer provided meaningful insight into the place of yoga in Christian spirituality.

May – start of the new Course M.

June – was the opportunity for all ECSD members to meet on zoom and consider how best to take forward the linking of Enquirers with Spiritual Directors. Some notable to attend gave some valuable contributions too.

July – approximately 20 people attended the Safeguarding Course arranged with the Diocese of Gloucestershire’s Safeguarding Trainer. This was received very well with lots of positive feedback. One of our Trustees providing a well attended and appreciated Quiet Day for clergy in the Forest of Dean.

August – time for a break.

September – three of us met on zoom with any spiritual directors interested in either becoming or refreshing their supervision skills providing a Q&A of our own experience of being supervised and supervising. You will have seen from Chris Mason’s Supervision report that this was followed by a Course provided by LCSD at a considerably reduced cost. We started the process of sending out new application forms for ECSD to submit with their bios. This process continued until February 2025. October – submission of our Trust report including financial reports to the Charity Commission which is required annually. This was an interesting experience as they had changed the format of the submission, and their online system was repeatedly offline. However, we managed to submit by the deadline – just. In addition, we have a new contact within the Diocese of Gloucestershire, Kate Stacey, who has agreed to be the representative Trustee. We also have had enquires about the best way to manage linking people, requests for reference for spiritual directors moving to other networks. We had 46 people seeking a spiritual director in 2024.

Moving forward to 2025, we finalised the new Directory, we have a Safeguarding Course booked for 18th June, and we are in the process of developing our websites.

both that of A Companions Way and the Trust. We are committed to reviewing our Guidelines and other relevant policies.

2. Trustee resignatons and vacancies

Report approved by the Trustees

Siobhan Smith, Ann Morris, Anne Solomon, Rosie Halford, David Vonberg, Kate Stacey, Lynda Fisher Date: 10[th] July 2025

GLOUCESTERSHIRE SPIRITUAL DIRECTION TRUST - ACCOUNTS 2024 - Balance S Opening Balance £15,708.52 Plus Excess £1,086.82 £16,795.34 Balanced by: GISD - Lloy £0.00 Trust Co-op £16,795.34 £17,050.84 agrees with bank state - 255.50 payt 30/12/2024 16,795.34 this agrees with bank a

Sheet Jment 27 th December 2024 account

Course M Year I

Fee Income

12,775.00
Costs
- 14,103.18
Website/ L Zoom Retreats
Allocation of Costs
- 155.88
-11,495.00
- 289.80

Fee Income Costs

Workshop Visiting
Tutors
Facilitator/admin
Expenses -
~~Travel/printing~~
Honorarium

Total costs
- 290.00 - 50.00 - 622.50
- 1,200.00 -14,103.18

Date Ref no GISD Lloyds Bank statement

- GLOUCESTERSHIRE SPIRITUAL DIRECTION TRUST ACC

opening balance co op Opening balance from lloyds trf from lloyds

trf from lloyds 1/5/2024 bookmark computers 1/9/2024 1a bookmark computers 1/15/2024 2a bookmark computers 1/29/2024 3a bookmark computers 1/29/2024 4a Holland House 2/9/2024 5a 3/7/2024 6a Holy Apostles PCC 3/11/2024 7a 3/12/2024 Trustees Bernadine sis 4/3/2024 8a 4/4/2024 4/4/2024 4/8/2024 4/8/2024 4/9/2024 4/9/2024 4/10/2024 4/12/2024 4/15/2024 4/15/2024 Holland House 4/16/2024 9a 4/19/2024 4/22/2024 4/23/2024 Holland House 4/26/2024 10a 4/29/2024 5/3/2024 5/3/2024 5/3/2024 5/7/2024 5/7/2024 5/7/2024 5/7/2024 5/8/2024 5/9/2024 5/9/2024 5/10/2024 5/10/2024 5/13/2024 5/13/2024

11.05 - 11.05

5/13/2024
5/13/2024
5/13/2024
5/15/2024
5/15/2024
5/15/2024
5/20/2024
5/21/2024
5/23/2024
5/29/2024
5/30/2024
6/3/2024
6/3/2024
6/3/2024
6/5/2024
6/14/2024 11a
6/24/2024
7/1/2024
7/1/2024
7/2/2024
7/5/2024
7/16/2024 12a
Trustees Bernadine sis 7/16/2024 13a
7/25/2024 14a
7/25/2024 15a
bookmark computers 7/25/2024 16a
7/29/2024
7/30/2024
7/31/2024
8/5/2024
8/7/2024
8/8/2024
8/9/2024
8/12/2024
8/12/2024
8/12/2024
8/12/2024
bookmarks computers 8/13/2024 17a
8/13/2024 18a
8/13/2024 19a
8/13/2024
8/13/2024
Holy apostles refund due 8/15/2024
8/15/2024
bookmarks computers 8/19/2024 20a
8/21/2024
8/27/2024
8/30/2024
9/2/2024
9/2/2024
Holland House 9/3/2024 21a
9/3/2024 22a
9/4/2024
9/10/2024
9/11/2024 23a
9/11/2024
Society retreat 9/12/2024
9/30/2024
10/1/2024 24a
10/3/2024 25a
10/3/2024 26a
10/7/2024
10/7/2024
10/7/2024
10/8/2024
10/8/2024
10/8/2024
10/9/2024
10/10/2024
10/10/2024
10/11/2024
10/11/2024
10/11/2024
10/14/2024
10/17/2024
10/23/2024
10/28/2024
10/29/2024
11/18/2024
11/22/2024
11/28/2024
11/29/2024
12/2/2024
12/2/2024
12/5/2024 27a
12/18/2024
12/23/2024 28a
12/23/2024 29a
12/30/2024 30a

Totals

Balance at Bank 31/12/2024

-

Bank Accounts Reconciliation

Co-op

Opening Balance 01/01/2024 15,697.47 Transfers Expenses paid - 12,799.68 Income received 14,153.05

15,697.47

Closing Balance expenses pd 30/12/2024

17,050.84 as last bank s - 255.50 No Bank Stat 16,795.34 C/F to 2025

Lloyds

Opening Balance Expenses Paid Income Received

Closing Balance

CIO Report - 2024 added value to Trust of £

Description

GSDT Co-op GSDT Co-op receipts payments

COUNTS 2024

15,697.47
Ann Morris trf to Co op bank
11.05
60.00 INV -6227 Hosting Jan -Dec 2024 siteground
120.00 INV-6241-website Feb 24-July 24
140.00 inv6246- website-GISD
148.00 Inv-6249- website-companions way
680.00 booking deposit 3-5 May
58.80 LIBIB Sub Annual
140.00 workshop day- 06/07/2024
20.00 supervision
50.00 Brownshill Monastery deposit 20/11/2024
425.00 semester 1 Fees
425.00 semester 1 Fees
425.00 semester 1 Fees
425.00 semester 1 Fees
425.00 semester 1 Fees
425.00 semester 1 Fees
425.00 semester 1 Fees
425.00 semester 1 Fees
425.00 semester 1 Fees
425.00 semester 1 Fees
4,085.00 Week end 3-5 May 2024 inv 8267
425.00 semester 1 Fees
425.00 semester 1 Fees
425.00 semester 1 Fees
430.00 week end 3-5 May 2024 additional inv 8267
425.00 semester 1 Fees
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
20.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
28.90 Admin -photocopying course sem 1
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
425.00 semester 1 fees
39.41 semester 1 expenses
150.00 Brownshill Monastery 20 participants less depos
200.00 semester 1 Honorarium
263.50 semester 1 exp/honorarium
120.00 INV 6358-website upkeep 08/24-01/25
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
425.00 Semester 2
425.00 semester 2
42.00 to be refunded overpayt
425.00 semester 2
425.00 semester 2
425.00 semester 2
60.00 6365-renew hosting companions course
155.88 zoom 07/24 to 07/25 for ACW
272.82 semester 1 and honararium
425.00 semsester 2
425.00 semester 2
50.00 refund
425.00 semester 2
23.00 6370 -1 Year Domain.org.acompanionsway
425.00 semester 2
425.00 semester 2
10.00 annual subs
425.00 semester 2
425.00 semester 2
4,720.00 Sept 2024 inv 8625
50.00 Dobbies gift card for expenses - speaker
10.00 annual subs
10.00 annual subs
54.00 expenses supervision for course
425.00 semester 2
850.00 semester 2 and 3
10.00 annual subs
39.60 expenses supervision for course
32.90 expenses supervision for course
42.00 refund overpayment received
50.00 zoom supervision course
50.00 zoom supervision course
50.00 zoom supervision course
50.00 zoom supervision course
50.00 zoom supervision course
50.00 zoom supervision course
50.00 zoom supervision course
50.00 zoom supervision course
50.00 zoom supervision course
50.00 zoom supervision course
50.00 zoom supervision course
60.00 zoom supervision course/annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
10.00 annual subs
50.00 zoom supervision course
10.00 annual subs
10.00 annual subs
50.00 zoom supervision course
10.00 annual subs
10.00 annual subs
50.00 zoom supervision course
248.07 Semester 2 and Honararium
10.00 annual subs
42.30 expenses semester 2
345.50 Semester 2 and Honararium
255.50 semester 1 and honararium

14,153.05 13,055.18

15,697.47

Break down by Department Administration

Income Expenses ECSD Income statement Expenses tement A Companion's Way Income Expenses

expenditure

Admin

website ECSD

Course M income Course M expenses

11.05 60.00 120.00 140.00

148.00 680.00 58.80 140.00 50.00 425.00 425.00 425.00 425.00 425.00 425.00 425.00 425.00 425.00 425.00 4,085.00 425.00 425.00 425.00 430.00 425.00

28.90
425.00
39.41
it pd 150.00
200.00
263.50
120.00
425.00
425.00
42.00
425.00
425.00
425.00
60.00
155.88
272.82
425.00
425.00
- 50.00
425.00
y 23.00
425.00
425.00

----- Start of picture text -----
425.00
425.00
4,720.00
50.00
54.00
425.00
850.00
39.60
32.90
42.00
248.07
42.30
345.50
255.50
- 440.00 11.05 12,792.00 12,565.18
----- End of picture text -----

-

11.05 1,300.00

860.00

12,792.00 - 12,565.18 226.82

supervisi Annual Subs

20.00

10.00 10.00 10.00 10.00 10.00 10.00 20.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00

10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00 10.00

10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
10.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
770.00 530.00

total for balance sheet