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**
1
## 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.
2
## 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)
3
## 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
4
## 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|
|---|---|---|---|
5
## 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)
6
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|
|---|---|---|---|---|
7
## 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.
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