## **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**
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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||
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## – 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**