## **United Counties RDA Training Group Trustees Report 2023** 

## **Charity Incorporated Organisation number 1171441** 

A separately registered Member Group of Riding for the Disabled Association (co limited by guarantee No 5010395. Registered Charity number 244108 

## **Objectives and Activities** 

The objects for which the CIO is established are to promote the objects of the Riding for the Disabled Association incorporating Carriage Driving a charity registered under charity number 244108 ("RDA") by providing disabled people with the opportunity to ride to benefit their health and well- being in the Carmarthenshire and wider area. 

## **Structure, Governance and Management** 

The Group is managed by the Charity Trustees, which comprise of a chairman, Donna Rooney, Secretary, Jill Evans, treasurer Amanda Say and 2 other trustees, Ellen Griffiths and  Alison Thomas will be registered this year. Charity Trustees are responsible for complying with legislation applicable to charities that includes the registration, keeping proper accounts, and making returns to the Charity Commission as appropriate. The Committee consists of, the Chair, Treasurer and Secretary together with The Committee meets in person or Zoom with additional meetings conducted by email as required. The charity trustees shall manage the affairs of the CIO and may for that purpose exercise all the powers of the CIO. 

## **Review** 

We have continued to provide training sessions throughout the year, continuing through the summer holidays. We have had 2 new riders attending the training session at Coleg Sir Gar, which is encouraging. United Counties Group once again hosted the Regional Dressage Qualifier at Coleg Sir Gar and were very pleased to see riders who had only competed for the first time last year improving so much. Two of our riders qualified for the National Championships at Hartpury, where they both competed in the dressage classes. One of our riders winning her dressage to music classes. 

## **Policies** 

The group has policies for its Reserves, Internal Financial Controls and Risk Management. These documents will assist in ensuring that United Counties RDA Training Group complies with these rules regarding governance and finance. The policies have been written according to the rules and guidelines set by the Charity Commission and the CIO Constitution. 



The Groups Policy on reserves is to hold sufficient resources to continue the charitable activities of the District, by holding 1 years running costs and a contingent sum to hire alternative premises and cover expenses should the current venue become unavailable. 

The group has a system of internal controls in place that are designed to provide reasonable assurance against mismanagement or loss. These include requiring two signatories to authorise all payments and comprehensive insurance policies to ensure that insurable risks are covered. 

## **Financial Review** 

The Group’s Income this year was sourced from membership and training fees of £380 and donations totalling £91, costs being expenses incurred from training, Insurance and membership, £545. The income from the Regional Qualifier was £356 and the expenses for the qualifier £177. There was an excess of income over expenditure of £125. 

The Group’s net current assets at the year-end amounted to £3,304 

## **Declaration** 

The Trustees declare that they have approved the Trustees’ report set out above. 

Signed on behalf of the Charity’s Trustees. 

**Name Position held** 

Donna Rooney Amanda Say Group Chair Group Treasurer 

Date  23/01/2024 



Income and Ex
endlture Account for Unlted Countles RDA Tralnln
Grou
for th• P•rfod
15tA
ril 2022- 315t March 2023
enin
Balance (as at 1st Aprll 2022)
£3178.73
Income
Membership
£60.00
Training
£320.00
Donations
£91.47
Topsy Grant for Travel to National Championships
£250.00
Regional Qualifpr Entries
£356.00
Refreshments Sales
£20.00
Total Income
£1097.47
Ex enditure
RDA Insurance & Membership
£400.00
Training Expenses
£145.30
Topsy Bursaries for Travel to National Championships
£250.00
Regional Qualrfier Expenses Rosettes & Travel
£177.40
£972.40
Totsl Expenditur•
Excess Income over Expgndituro
£124.77
C108in
Balance a8 at 311t March 2023
£3 303.50
Examined by:
lI￿a￿OrL￿ 6 Iq/o J/24