Dial Wood Carriage Driving for the Disabled Charity number 1124551
Annual Report and Financial Statements
for the year ended 31 March 2023
Dial Wood Carriage Driving for the Disabled
Annual Report and Financial Statements for the year ended 31 March 2023
| 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 9 |
Prepared by West Yorkshire Community Accountancy Service CIO
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Dial Wood Carriage Driving for the Disabled
Trustees' report for the year ended 31 March 2023
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.
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Dial Wood Carriage Driving for the Disabled
Trustees' report (continued) for the year ended 31 March 2023
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
This year has seen a slow recovery after the Covid pandemic. We resumed carriage driving and riding therapy, and also introduced some new activities: Tea With A Pony for disabled and/or elderly participants to come with carers for a pony therapy session and tea and cake; secondly our horse simulator became very popular with disabled children and young adults. The simulator enables them to learn riding skills and balance, without the fear of falling off a horse.
Our total number of participants has more than doubled since last year, and there was a 37% increase in the total number of sessions over the year (April 2022 – March 2023). We started two new Riding Therapy groups on a Thursday evening and Saturday morning, which have proved to be very successful and enjoyed by an increasing number of children. Carriage driving and Pony Therapy has continued to flourish three times a week.
In Spring 2022, the Group held Open Days to introduce ourselves to new participants and welcome new volunteers. There was a 34% increase in the total number of volunteers at the year end, compared to the end of March 2022. Volunteers are given full training and we also welcome young volunteers from the age of 12, who can do their Duke of Edinburgh Award volunteering with us, and they can work towards the Young Equestrian Leaders programme.
We also work with special needs, higher and further education colleges to offer their pupils work experience and the opportunity to do the ASDAN training.
We have further developed our connections with local companies, who fundraise for us, make donations, come and have a Corporate Volunteer Day with us, or who take part in wellbeing activities like Pony Walk and Talk.
Financial review
The net receipts for the year were £10,669, including net receipts of £2,557 on unrestricted funds and net receipts of £8,112 on restricted funds after transfers.
Dial Wood was affected by the Covid pandemic, as we had to stop all our activities. Since April 2022, we have been rebuilding our number of participants and volunteers, and the trustees are confident that the group will continue to run all its activities in the future.
Reserves policy
The charity's free reserves, at the year end were £17,814.
Dial Wood Carriage Driving aim to maintain a maximum amount of £15,000 in reserve, to enable the smooth running of the Charity, and enable an orderly winding up of the organisation, if the need ever arose.
This amount will be set aside in the Charity’s Instant Access Savings account, and represents £10,000 as a maximum amount for running the organisation for up to nine months, and up to £5,000 for unexpected large emergency veterinary bills in the future.
The minimum amount in reserve would be £11,000, comprising £6,000 for six months running costs and £5,000 for large emergency vet bills.
Approved by the board of trustees on 08/11/2023
Audrey Honeyman (Trustee)
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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 2023, which are set out on pages 5 to 9.
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 Charities Act; 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
17/11/2023
West Yorkshire Community Accountancy Service CIO
Stringer House 34 Lupton Street Leeds LS10 2QW
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Dial Wood Carriage Driving for the Disabled Receipts and payments account for the year ended 31 March 2023
| Notes 2023 Unrestricted funds £ Receipts Grants and donations (2) 1,902 Activity contributions 5,454 Fundraising 2,960 Bank interest - Other income 785 Total receipts 11,101 Payments Pony welfare including food and health care 4,273 Yard maintenance 670 Yard rental - Insurance 859 Stationery, equipment and postage 70 Volunteer expenses 340 Participant activities - Stall rents 88 Equine dentist and vet bills 1,177 Fundraising 44 Purchase of new pony and replacement harness - Capital expenditure and equipment 162 Office costs 184 Transport costs 77 Accounts and independent examination 600 Total payments 8,544 Net movement in funds 2,557 Fund balances brought forward 15,257 Fund balances carried forward (3) 17,814 |
2023 Restricted funds £ 20,755 - - - - 20,755 1,400 544 715 462 92 270 1,405 - 220 - - 6,645 256 634 - 12,643 8,112 11,991 20,103 |
2023 Total funds £ 22,657 5,454 2,960 - 785 31,856 5,673 1,214 715 1,321 162 610 1,405 88 1,397 44 - 6,807 440 711 600 21,187 10,669 27,248 37,917 |
2022 Total funds £ 57,123 3,405 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 |
|---|---|---|---|
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Dial Wood Carriage Driving for the Disabled Statement of assets and liabilities
| as at 31 March 2023 2023 Unrestricted £ Cash funds Cash at bank 17,751 Cash in hand 63 Total cash funds 17,814 Debtors and prepayments Insurance prepayment Assets retained for the charity's own use 2 x Fenix freedom carriage Ken Jackson carriage 3 x Driving harnesses 4 x Saddles Field shelter Classroom cabin Metal carriage shed Horse trailer Mounting block Racewood horse simulator Simulator screen and software Liabilities Independent examination |
2023 Restricted £ 20,103 - 20,103 |
2023 Total £ 37,854 63 37,917 2023 £ 180 180 2023 £ 792 792 |
2022 Total £ 27,144 104 27,248 |
|---|---|---|---|
The financial statements were approved by the board of trustees on 08/11/2023
Audrey Honeyman (Trustee)
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Dial Wood Carriage Driving for the Disabled
Notes to the accounts
for the year ended 31 March 2023
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.
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Dial Wood Carriage Driving for the Disabled
Notes to the accounts continued
for the year ended 31 March 2023
| **2 ** | Grants and donations | 2023 | 2023 | 2023 | 2022 | ||
|---|---|---|---|---|---|---|---|
| Unrestricted | Restricted | Total | Total | ||||
| funds | funds | funds | funds | ||||
| £ | £ | £ | £ | ||||
| Co-op Local Community Fund | - | 6,177 | 6,177 | - | |||
| Haribo Happiness Together Fund | - | 2,265 | 2,265 | - | |||
| The National Lottery Community Fund | - | 9,900 | 9,900 | - | |||
| Thornhill Poors Estate Charity | - | 1,500 | 1,500 | 2,000 | |||
| Community Foundation Wakefield District | - | - | - | 2,265 | |||
| Global Giving | - | - | - | 9,499 | |||
| Moto Foundation | - | - | - | 275 | |||
| One Community Foundation | - | - | - | 1,460 | |||
| Riding for the Disabled Association (RDA) | - | - | - | 1,000 | |||
| Sport England | - | - | - | 10,000 | |||
| The Arnold Clark Community Fund | - | - | - | 500 | |||
| The Liz and Terry Bramall Foundation | - | - | - | 3,000 | |||
| Third Sector Leaders Kirklees | (TSL) | - | - | - | 1,295 | ||
| Other donations | 1,902 | 913 | 2,815 | 25,829 | |||
| 1,902 | 20,755 | 22,657 | 57,123 | ||||
| **3 ** | Restricted funds | Balance b/f | Incoming | Outgoing | Transfers | Balance c/f | |
| Awards for All 1 | £ 2,045 |
£ - |
£ - |
£ - |
£ 2,045 |
||
| Awards for All 2 | - | 9,900 | 6,035 | - | 3,865 | ||
| Global Giving/Cummins | 199 | - | 199 | - | - | ||
| One Community Made by Sport | 1,337 | - | 1,337 | - | - | ||
| MOTO | 250 | - | 250 | - | - | ||
| Haribo | 2,167 | - | 2,167 | - | - | ||
| Thornhill Poors | 1,935 | - | 715 | - | 1,220 | ||
| TSL Health Your Way | 1,058 | - | 523 | - | 535 | ||
| Liz&Terry Bramall Foundation | 3,000 | - | 843 | - | 2,157 | ||
| Claire Skelton fund | - | 913 | - | - | 913 | ||
| Co-op Scheme | - | 6,177 | 574 | - | 5,603 | ||
| Thornhill Poors 2 | - | 1,500 | - | - | 1,500 | ||
| Haribo 2 | - | 2,265 | - | - | 2,265 | ||
| 11,991 | 20,755 | 12,643 | - | 20,103 | |||
| Fund name | Purpose of | restriction | |||||
| Awards for All 1 | Towards purchasing equipment, a field shelter, | group clothing | and a horse | ||||
| simulator. |
Awards for All 2
Global Giving/Cummins One Community Made by Sport MOTO
Haribo
Thornhill Poors
To purchase a fenix freedom carriage, harness and riding equipment and a first aid course for volunteers in 2023/24.
To purchase screen and software for horse simulator.
Towards yard improvements and participant activates.
To offer ‘tea with a pony’ experiences for people with dementia and their carers.
To offer ‘tea with a pony’ experiences for people with dementia and their carers.
To cover rental payable to HMP New Hall, and for grazing and stabling for 2 ponies.
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Dial Wood Carriage Driving for the Disabled Notes to the accounts continued for the year ended 31 March 2023
3 Restricted funds continued
| Fund name | Purpose of restriction |
|---|---|
| TSL Health Your Way | To host 6 open mornings and afternoons in order to build participant and |
| volunteer numbers. | |
| Liz&Terry Bramall Foundation | Towards additional costs associated with horse simulator, including servicing |
| and insurance. | |
| Claire Skelton fund | Donation that should be used towards the cost of new pony in the future. |
| Co-op Scheme | To facilitate young members of the community to volunteer and help |
| disabled people spend time with ponies. | |
| Thornhill Poors 2 | Purchase a field shelter for the two small ponies who live off-site. |
| Haribo 2 | Running costs for tea with a pony activities. |
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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