2022-03-31-accounts - Dial Wood Carriage Driving For The Disabled

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Dial Wood Carriage Driving for the Disabled Charity number 1124551

Annual Report and Financial Statements for the year ended 31 March 2022

Dial Wood Carriage Driving for the Disabled

Annual Report and Financial Statements for the year ended 31 March 2022

Contents	Page
Trustees' report	2 to 3
Examiner's report	4
Receipts and payments account	5
Statement of assets and liabilities	6
Notes to the accounts	7 to 8

Prepared by West Yorkshire Community Accountancy Service CIO

Dial Wood Carriage Driving for the Disabled

Trustees' report for the year ended 31 March 2022

Reference and administrative details of the charity, its trustees and advisors

The trustees during the financial year and up to and including the date the report was approved were: Name Position

Audrey Honeyman Chair Julie Main Treasurer Christine Tagg Secretary Ailsa Stott Trustee 1124551

Charity number

Registered in England and Wales

Registered and principal address

Bankers

29 New Hall Way Lloyds Bank Flockton 17 Westgate Wakefield Wakefield WF4 4AX WF1 1JZ

Independent examiner

E J Beverley FCCA

West Yorkshire Community Accountancy Service CIO

Stringer House 34 Lupton Street Leeds LS10 2QW

Structure, governance and management

The charity is governed by a constitution adopted on 22 January 2008.

Method of recruitment and appointment of trustees

The trustees of the charity are appointed by the members at the AGM.

Objectives and activities

The charity's objects

To promote the objects of the Riding for the Disabled Association incorporating Carriage Driving (Company No 5010395) a charity registered under Charity Number 244108 (“the Company”) by providing disabled people with the opportunity to ride and/or to carriage drive to benefit their health and wellbeing in the Wakefield and Huddersfield area.

The charity's main activities

Dial Wood Carriage Driving for the Disabled offers opportunities for disabled people to learn carriage driving, receive riding therapy and learn horse care. We provide a safe, welcoming and friendly environment for disabled drivers and riders from care homes, day centres and schools, as well as private individuals. Our riding therapy is aimed at disabled children and participants of all ages and abilities can take part in the pony therapy.

We are an approved activity provider for the Duke of Edinburgh Award scheme, ASDAN and the YELA Scheme.

We also hold Corporate Volunteering Days.

Dial Wood Carriage Driving for the Disabled

Trustees' report (continued) for the year ended 31 March 2022

Objectives and activities (continued)

Public benefit statement

In setting our objectives and planning our activities our trustees have given serious consideration to the Charity Commission’s general guidance on public benefit and in particular advancement of education and training.

Achievements and performance

We have provided a carriage driving experience for a number of disabled people in Wakefield and Huddersfield areas. Due to the Covid pandemic, we expanded the activities that we run to include pony therapy, when the disabled participants were able to come and spend time with our ponies to groom them, and if they were able, they exercised them. We offer riding therapy for disabled children, with three of our ponies. In December 2021 we purchased a horse simulator, which has enabled us to offer riding therapy all year round and has been used to introduce participants to the skill of riding, without the fear of being up on a live horse.

We offer full training to our volunteers and welcome young volunteers from the age of 12 to do their DofE (Duke of Edinburgh Award) volunteering and work towards the Young Equestrian Leaders programme.

We also work with special needs, higher and further education colleges to offer work experience for their pupils.

Financial review

The net receipts for the year were £1,682, including net payments of £4,245 on unrestricted funds and net receipts of £5,927 on restricted funds.

During the Covid 19 pandemic, our activities were all stopped, as all our participants were under the vulnerable/ at risk category. As restrictions were lifted, we welcomed some back to the group and offered them pony therapy, as we were still unable to carriage drive. We were unable to do any fundraising at local shows, but we continued to receive donations and were able to run our annual raffle. Our Group Organiser continued to apply for grants – many of which were successful, especially for running costs and to purchase the horse simulator.

We rely on grants for about two-thirds of our major expenditure; the rest of our income comes from our fundraising efforts and participant donations. We have a restricted reserve fund in case of emergencies for large vet bills.

The trustees have reassessed the charity’s ability to continue for at least 12 months from the date that the accounts are approved and conclude that no material uncertainties exist that cast significant doubt on the charity's ability to meet its liabilities as they fall due.’

Reserves policy

The charity's free reserves, excluding fixed assets, at the year end were £15,257.

Currently we do not have a written reserves policy, but we aim to maintain an amount of £8,000 to cover six months general running costs and any large emergency vet bills.

Approved by the board of trustees on 15/11/2022

Audrey Honeyman (Trustee)

Dial Wood Carriage Driving for the Disabled

Independent examiner's report to the trustees of Dial Wood Carriage Driving for the Disabled

I report to the charity trustees on my examination of the accounts of the charity for the year ended 31 March 2022, which are set out on pages 5 to 8.

Responsibilities and basis of report

As the charity trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').

I report in respect of my examination of the charity's accounts as carried out under section 145 of the 2011 Act. In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

1 accounting records were not kept in respect of the charity as required by section 130 of the Act; or 2 the accounts do not accord with those records.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

E J Beverley FCCA

22/11/2022

West Yorkshire Community Accountancy Service CIO

Stringer House 34 Lupton Street Leeds LS10 2QW

Dial Wood Carriage Driving for the Disabled

Receipts and payments account for the year ended 31 March 2022

Notes 2022 Unrestricted funds £ Receipts Grants and donations (2) 4,234 Fundraising 1,891 Bank interest 1 Other income 491 Total receipts 6,617 Payments Pony welfare including food and health care 4,390 Yard maintenance 702 Yard rental 780 Insurance 596 Stationery, equipment and postage 60 Volunteer expenses 39 Participant activities - Stall rents 70 Training - Equine dentist and vet bills 974 Fundraising 115 Purchase of new pony and replacement harness 2,920 Capital expenditure and equipment - Office costs 216 Total payments 10,862 Net movement in funds (4,245) Fund balances brought forward 19,502 Fund balances carried forward (3) 15,257	2022 Restricted funds £ 56,294 - - - 56,294 473 209 65 382 20 20 262 - - - - 1,000 47,928 8 50,367 5,927 6,064 11,991	2022 Total funds £ 60,528 1,891 1 491 62,911 4,863 911 845 978 80 59 262 70 - 974 115 3,920 47,928 224 61,229 1,682 25,566 27,248	2021 Total funds £ 6,848 1,831 2 607 9,288 4,585 294 - 1,047 344 113 - 30 350 728 172 613 - 151 8,426 862 24,704 25,566

Dial Wood Carriage Driving for the Disabled

Statement of assets and liabilities

as at 31 March 2022 2022 Unrestricted £ Cash funds Cash at bank 15,153 Cash in hand 104 Total cash funds 15,257 Amounts owed to the charity Rent prepayment Insurance prepayment Assets retained for the charity's own use Fenix freedom carriage Ken Jackson carriage 3 x Driving harnesses 3 x Saddles Field shelter Classroom cabin Metal carriage shed Horse trailer Mounting block Racewood horse simulator Simulator screen and software	2022 Restricted £ 11,991 - 11,991	2022 Total £ 27,144 104 27,248 £ 65 99 164	2021 Total £ 25,517 49 25,566

Liabilities Independent examination The financial statements were approved by the board of trustees on 15/11/2022	£ 600 600

Audrey Honeyman (Trustee)

Notes to the accounts continued

Dial Wood Carriage Driving for the Disabled

for the year ended 31 March 2022

1 Accounting policies

Basis of accounting

The trustees have taken advantage of section 133 of the Charities Act 2011 and have prepared the accounts on a receipts and payments basis.

There has been no change to the accounting policies since last year.

No changes have been made to the accounts for previous years.

Taxation

As a charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity. Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.

Further explanation of the nature and purpose of each fund is included in the notes to the accounts.

2 Grants and donations Global Giving Moto Foundation One Community Foundation Sport England The Arnold Clark Community Fund Riding for the Disabled Association (RDA) Thornhill Poors Estate Charity Community Foundation Wakefield District (CFWD) Third Sector Leaders Kirklees (TSL) The Liz and Terry Bramall Foundation Other donations	2022 Unrestricted funds £ - - - - - - - - - - 4,234 4,234	2022 Restricted funds £ 9,499 275 1,460 10,000 500 1,000 2,000 2,265 1,295 3,000 25,000 56,294	2022 Total funds £ 9,499 275 1,460 10,000 500 1,000 2,000 2,265 1,295 3,000 29,234 60,528	2021 Total funds £ 4,305 - - - - - - - - - 2,543 6,848

Dial Wood Carriage Driving for the Disabled

Notes to the accounts continued

for the year ended 31 March 2022

3 Restricted funds Awards for all Global Giving Moto Foundation One Community - Made by Sport Sport England Arnold Clark Community Fund Riding for the Disabled Asso.(RDA) Thornhill Poors Estate Charity CFWD - Haribo Happiness Together Fund TSL - Health Your Way grant The Liz and Terry Bramall Foundation Cummins Screwfix Foundation Donation	Balance b/f £ 3,351 949 - - - - - - - - - 500 1,264 - 6,064	Receipts £ - 9,499 275 1,460 10,000 500 1,000 2,000 2,265 1,295 3,000 - - 25,000 56,294	Payments £ 1,306 10,249 25 123 10,000 500 1,000 65 98 237 - 500 1,264 25,000 50,367	Transfers £ - - - - - - - - - - - - - - -	Balance c/f £ 2,045 199 250 1,337 - - - 1,935 2,167 1,058 3,000 - - - 11,991

Fund name

Purpose of restriction

Awards for all

Towards purchasing equipment, a field shelter, group clothing and a horse simulator.

Global Giving Moto Foundation

To purchase screen and software for horse simulator.

Moto Foundation To offer ‘tea with a pony’ experiences for people with dementia and their carers. One Community -Made by Sport Towards yard improvements and participant activates. Sport England Towards the purchase of horse simulator. Arnold Clark Community Fund Towards the purchase of horse simulator. Riding for the Disabled Asso.(RDA) Towards the purchase of new equine. Thornhill Poors Estate Charity To cover rental payable to HMP New Hall, and for grazing and stabling for 2 ponies. CFWD - Haribo Happiness Together Fund To offer ‘tea with a pony’ experiences for people with dementia and their carers. TSL - Health Your Way grant To host 6 open mornings and afternoons in order to build participant and volunteer numbers.

The Liz and Terry Bramall Foundation Towards additional costs associated with horse simulator, including servicing and insurance. Cummins Towards the purchase of horse simulator. Screwfix Foundation To purchase and refurbish the classroom cabin. Donation Towards the purchase of horse simulator.

4 Related party transactions

Trustee expenses

No trustee received any expenses during this year or the previous year.

Trustee remuneration and benefits

No trustee received any remuneration or benefit during this or the previous year.