2022-09-30-accounts

Trustees’ Annual Report for the period

From 01/10/2021 Period start date To 30/9/2022 Period end date Charity name: Welsh Pony Rescue & Rehoming Charitable Trust

Charity registration number: 1171060

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	For the benefit of the Public to relieve the suffering of ponies & horses in need of care and attention and, in particular, to provide and maintain rescue homes or other facilities for the reception, care and treatment of such animals; to promote breeding controls and to provide a winter feeding programme for feral ponies on the Commons where funding permits
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	The charity continued to rescue & rehome ponies, castrate colts & stallions to reduce breeding on the commons and attended road traffic accidents involving ponies to relieve their suffering. Vet care was provided to ponies wherever required. The Charity continued its work and was able to help a lot of neglected ponies from suffering. A feeding programme during the Winter of 2021/22 was delivered on Gelligaer Common in a joint effort with Welsh Horse & Pony Aid, delivering around 14 bales to the ponies weekly between December 2021-March 2022.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	Trustees have had regard for guidance on public benefit while carrying out the charity work. The work carried out by the Charity is often requested and supported by the public & public sector bodies..

Additional information (optional) You may choose to include further statements where relevant about: SORP reference Para 1.38 Policy on grant making

Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers 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	The Charity continues to reduce the number of ponies on the commons by carrying on with castrations & rehoming and has continued to help individuals in financial hardship or ill health with rehoming their ponies. The charity continues to attend call outs by public, the Police & other bodies for ponies involved in road traffic accidents & wandering on public highways for treatment and to be brought to a place of safety.

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	Donations & rehoming fees saw a decrease in 2021/22 from the previous year and the Charity were fortunate to receive a £53.3k legacy which was most helpful in covering vet fees & other overheads. There was also an extremely generous donation of £10k from a valued supporter. The Charity continued to rehome ponies to relieve suffering enabling them to continue with much needed rescue activities. A lease on one of the charity yards was discontinued due to an unreasonable increase in the rent and further restriction on the amount of land available for use.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Ideally the Charity would like to maintain a 6 month financial reserve to cover running costs. Unfortunately we still experience high demand for help with neglected ponies and continue to help where we can. This is a continuous strain on resources and despite ending 2022 with a good 7 month reserve which was in excess of 6 months it has been difficult to maintain it.
Amount of reserves held	Para 1.22	Bank & Paypal balances at the year end were £57,478, which amounts to around 7 months running costs (based on the costs during the same financial year)
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	N/A

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

The charity’s principal sources of funds (including Para 1.47 any fundraising)

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 for the Charity are maintaining volunteer help & the effects of the financial crisis on income & strain on rehoming. The Charity continues to have high demand for help due to owners in financial difficulty & poor health requesting help & through neglect & suffering of equines. It is evident that the cost of living crisis has increased the risk in these matters and sadly the risk of donations to decrease due to people having less funds available. It also means there is less demand for ponies being offered a home and ponies need to stay with the Charity longer which increases costs. Maintaining a volunteer base has been difficult and illness has led to a decision to pay for some yard work on a freelance basis for the following financial year (2022/23).
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Trust Deed
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Charitable Trust
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 trustees	Para 1.25	appointed

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other

Reference and Administrative details

Charity name Other name the charity uses Registered charity number Charity’s principal address

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole **year **	Name of person (or body) entitled to appoint trustee (ifany)
	Ann Keating	Chair
	Tina Minister	Treasurer
	Caroline Nightingale		Appointed March 2022
	JennyJones		Resigned March 2022

– 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	Name	Address
adviser

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
	Tina Minister	Ann Keating
	Treasurer	Chair
	22/2/2024
	22/2/2024

Welsh Pony Rescue & Rehoming Charitable Trust Balance Sheet as at 30 September 2022

Fixed Assets £ Trailer Container Motor Vehicle Current Assets Bank 57174 Paypal 304 Less creditors due within 1 year Creditors & Accruals Net Current Assets Funds Excess Income over Expenditure Balance b/f		£ 3750 450 3000
		7200 57478
		64678 (5250)
		£59428 44680 14748
		£59428

Income & Expenditure Account for the year ending 30 September 2022

£ Donations & Rehoming Fees Legacies Expenses Rent 13247 Vet fees & Medical 25472 Feed & bedding 26567 Repairs & Maintenance 851 Deadstock Removal 408 Charges & Interest 95 Insurance 1299 Legal fees 360 Motor costs 6327 Volunteer expenses 1394 Depreciation 1400 Misc expenses 756 Total expenses Total income over expenditure	£ 67935 54921
	122856 (78176)
	£44680

Accounts prepared by T Minister (Treasurer) 19/02/2024, on behalf of Welsh Pony Rescue & Rehoming Charitable Trust

22/2/2024

Re: Welsh Pony Rescue & Rehoming Charitable Trust

Independent Examination of Accounts for the year ended 30[th] September 2021

My examination was carried out in accordance with general directions of the Charities Commission CC32. This includes a review of accounting records of the charity and final accounts and explanations of any items where required. In line with requirements I have not carried out an audit of the accounts.

No matters have come to my attention which give me any cause for concern with respect to record keeping and preparation of accounts of the Charity.

Regards

Kate Jackson