2022-06-30-accounts

Trustees’ Annual Report for the period

From 1[st] July 2021 to 30[th] June 2022

Charity name: The Community for Spiritual Formation

Charity registration number: 1188824

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To advance the Christian religion for the benefit of the public.
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	We hold regular events which offer a programme of teaching, silence, worship, and spiritual reflection based on a Benedictine monastic pattern. These are organised and overseen by the board of Trustees who appoint leadership teams for each event.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	In planning our activities for the year, we kept in mind the Charity Commission’s guidance on public benefit at our trustee meetings

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

	SORP reference
Policy on grant making	Para 1.38
Policy on social investment including program related investment	Para 1.38
Contribution made by volunteers	Para 1.38	Our Board and leadership team members are all volunteers. We are grateful for the time and talents which they offer so generously and joyfully to the Community. This models the kind of living and giving which we seek to encourage in others.
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	We were delighted to be able to hold a Five- Day Community this year – after we had to cancel the Five Day and Three-Day Communities planned for 2020, due to the pandemic. Waiting on the Word was held at Cliff College from 7-12 November 2021. The speakers were Malcolm Guite and Margaret Crinyion with Jill Baker, Sheryl Anderson, James Bamber, Catherine Dixon and Kristin Markay on the leadership team. We had 27 participants – 17 of whom had never attended a Community event before. The feedback was largely positive. Considerations for the future include extending the silence period to 75 minutes; reviewing the programme for Sunday evening and how we do orientation; and offering a Zoom session for listening circle facilitators before the event. In addition to engagement with the theme, some important questions and reflections about what it means to build and participate in community emerged in the plenaries, listening circles and feedback. We also launched a Vimeo channel afterwards with recordings of some of the hymns we sang together. https://vimeo.com/user158402931 This year we also ran two more online days. The first was on Saturday 27thNovember 2021, led superbly again by Roger Walton. The theme was_Renewing Sabbath_and we had 17 participants (including Roger and the team of three). Two more people had registered but were unable to come for health reasons – including one person who had hoped to zoom in from his hospital bed! Eleven of these participants had never attended a Community event before. This day was run regionally in partnership with the Northampton Methodist District who generously covered the costs. The second online day was on Saturday 5thMarch 2022. This was entitled_Visio Divina_and was led by Steve Radley.

The planned three-day training for existing and potential Community leadership team members, for which we have been given a grant from the Methodist Church in Britain, has still not been able to take place. We have held three Board Meetings– all of which have been online. The Board have also continued to say Night Prayer together on Zoom every Wednesday evening.

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	Thanks to some very generous donations we have ended the year with a healthy balance and feel much more positive about our position going forward.
Statement explaining the policy for holding reserves statingwhy they areheld	Para 1.22
Amount of reserves held	Para 1.22
Reasons for holding zero reserves	Para 1.22	The main activity of the charity is the running of ‘Community for Spiritual Formation’ retreats. These are self- funding. The purpose of having reserves

		is to ensure that, in the event of unforeseen circumstances, there is enough unrestricted cash to cover the charity’s operating expenses for a number of months. Outside of the retreats, the costs of the operational activities of the charity are negligible. Consequently, the Trustees have resolved that it is unnecessary to keep reserves.
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	Our principal sources of funds are participants’ fees, donations and grants.
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	The principal risks are financial. Our budgets are very tight!
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	Unincorporated association
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	Para 1.25	Trustees are appointed or reappointed annually at the AGM.

trustees

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

Policies and procedures adopted for the induction and training of trustees	Para 1.51
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	The Five-Day Community for Spiritual Formation operates as the British expression of The Five-Day Academy for Spiritual Formation (academy.upperroom.org).
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name	The Community for Spiritual Formation
Other name the charity uses
Registered charitynumber	1188824
Charity’s principal address	5, Plowman Close Greenleys Milton Keynes Buckinghamshire MK12 6AG

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10	Trustee name	Office (if any)	Dates acted if not for whole **year **	Name of person (or body) entitled to appoint trustee (ifany)
	Nicola Vidamour	Chair
	Kenneth Boyd Browne	Vice-Chair
	E. Jill Baker	Secretary
	James Bamber	Treasurer
	Sheryl Anderson
	Andrew Lightowler

11 12 13 14 15 16 17 18 19 20

– 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 adviser Name Address	Type of adviser Name Address	Type of adviser Name Address
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) Position (eg Secretary, Chair, etc) Date
	Nicola Vidamour	J. James Bamber
	Chair	Treasurer
	04.01.23 05.01.23
	04.01.23

Financial Statements for the Year Ended 30[th] June 2022 The Community for Spiritual Formation

Receipts and Payments Accounts

Receipts	Note	Unrestricted	Total 2022	Total 2021
		Fund	£	£
		£
Participants fees	1	28770	28770	280
Gift Aid from HMRC		61	611	1753
Donations		2900	29002	0
Grants		650	650	0
Total Receipts		32381	32381	2033
Payments
Community related
resources
Postage		8	8	13
Online Day 2021	2	138	138	84
Cliff Community 2021	3	17074	17074	0
Durham Community 2022	4	1598	1598	0
Oxford Community 2023		2300	2300
Refunds
Cliff Community 2021		545	5453	0
Levy(Academy for Spiritual		313	313
Formation)
Methodist Insurance		230	230	230
Wordpress Subscription		15	15	15
Total Payments		22221	22221	342
Excess of receipts over		10160	10160	1691
payments
		10160	10160	1691
Cash at bank on 1 July		10822	10822	9131
Cash at bank on 30 June		20982	209824	10822

1£5 of this amount relates to donations received in the year 1st July 2020 – 30th June 2021 but the Gift Aid claim for the year had already been submitted.

2 £2500 of this figure will have the Gift Aid claimed in accounts for the Year end 30th June 2023.

3 Includes £50 cheque which has not been presented (issued 11th November 2021)

4 Actual cash in bank at year end is £21032 due to the unpresented cheque. This balance includes a grant of £2,400 received from The Methodist Church for training purposes.

Further Analysis of Receipts and Payments

Note Receipts Participants fees Online Day 2022 1 Cliff Community 2021 Durham Community 2022 Payment Community Related Resources 2 Online Day 2022 Printing Gift to Speaker Music License Cliff Community 2021 3 Team Retreat Accommodation Travel Community Accommodation Travel (including Speakers) Expenses Speakers gifts Durham Community 2022 4 Team Retreat Accommodation Room hire Travel Subsistence Gift for Retreat Leader Community Accommodation deposit Travel	Unrestricted Fund £ Total 2022 £ Total 2021 £ 160 160 280 17010 17010 0 11600 11600 0
	28770 28770 280
	0 0 4 50 50 50 88 88 30
	138 138 84
	498 498 0 404 404 0 13580 13580 0 528 528 0 64 64 0 2000 2000 0
	17074 17074 0
	489 489 0 100 100 0 298 298 0 93 93 0 50 50 500 500 0 68 68 0
	1598 1598 0

Statement of Assets and Liabilities

Community for Spiritual Formation

1[st] July 2021 – 30[th] June 2022

Cash Funds Bank Current Account Total Cash Funds Signed Signed	Unrestricted Funds Total (£) 2022 Total (£) 2021 21032 21032 10822
	21032 21032 10822
	Print name Date Print name Date

CHARITY COMMISSION FOR ENGLAND ANO WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of The Communty for Spiritual Fomation On accounts for the year ended June 2022 Charity no (if any) 1188824 Set out on pages I rewrt lo the trustees on my examinats'on of the accounts of the ab)ve charity {Ihe Trust") for the year ended R￿POnSibl1111es and As the charty trustees of the Trust. you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 Ilhe Acri I report in respect of my eXaMinat￿n of the Tfust's accounts carried out under section 145 of the 2011 Act and in carrying oul my examination. I have followed the applicable Directions given by the Charty Commission undef section 14515)Ibl of the Act I hwée cOMp￿ted my examination. I confim that no material matters have come lo my attenlion1o#w tlwi IIthsGlgBed beltr "l in connection wrth the exarninali¢)n gives me &iuse to beI￿ve that in. any material respect." accounting records were not kept in accordance with section 130 of the Acl or the accounts do not accord *ith the accounting record8 Independent examiner's statsment I have no concems and have cryne across no olher matters in connection wrth the examination to which attention should be drawn in order to enable a proper u￿lerstandIng of the acc(￿n￿ to be rea¢hed. . Please delete Ihe in the brackets rf they do not apply. Signed: li 0g- Xoix Nam•: WA￿TE Relevant professional qualification(sl or body {rf any}: Addrnss: HVNTI SL IER October 2018