Trustees’ Annual Report for the period
From 1 April 2022 Period start date To 31 Mar 2023 Period end date
Charity name: Kyre Group Riding for the Disabled Assoc ~~oi~~ ation
Charity registration number: 1173097
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To promote the objects of the Riding for the Disabled Association including Carriage Driving, a Charity registered under charity number 244108 by providing disabled people the opportunity to ride and/or carriage drive to beneft their health or well- being in the West Mercia area |
| 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 |
In furtherance of the Charity’s objects, riding lessons were given, weather permitting, on Fridays during school term time (excluding January) for the beneft of children with disability from local schools. Carriage driving was suspended, while we found and then started training a new pony to replace the previous pony which had been retired. It is hoped that carriage driving sessions will resume in the summer of 2024. It benefts adults generally with severe disability, some from local institutions, who are not able to ride a horse but can be a passenger in a carriage. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees have had regard to the guidance issued by the Charity Commission on public beneft. |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference
| Policy on grant making | Para 1.38 | |
|---|---|---|
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | We are entirely dependent on our volunteers to enable us to run our riding and driving sessions |
| 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 | Recruiting and training new volunteers. Promoting physical and mental well-being of clients. Providing opportunities to learn new skills and have them recognised by awarding RDA graded certifcates in riding and horse knowledge. |
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 | The Charity is in a sound financial position; in particular, we have benefitted from a generous donation of £10,000 during the year, available for general purposes. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We aim for a prudent reserve, equivalent to one year’s annual expenditure. We have in excess of that at present, following the grant referred to above; we had anticipated incurring considerable expenditure on acquiring and training a new driving pony, buying a new carriage and acquiring new riding ponies. In the event we have benefitted by the unexpected donation of 2 riding ponies, the loan of a potential driving pony and the gift of a new carriage |
| Amount of reserves held | Para 1.22 | |
| 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 any fundraising) |
Para 1.47 | |
|---|---|---|
| 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 | |
| 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 | CIO | |
| 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 | Trustees are selected in accordance with our Constitution and ~~in accordance~~ ~~with~~ ~~our~~ ~~Constitution~~ ~~a~~ ~~nd~~ by the existing Trustees, generally from amongst our current volunteer helpers. |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Kyre Group Riding for the Disabled Association |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1173097 |
| Charity’s principal address | Aldens Farmhouse Barbers lane Martley Worcester WR6 6QD |
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) |
|||
|---|---|---|---|---|---|---|---|
| Andrew Brazier | Chair | ||||||
| Hilary Herdman | Treasurer | ||||||
| Jacqueline Forrester |
Coach | ||||||
| Elizabeth Lloyd | Secretary | Appointed in 2023/4 | |||||
| Helen Munro | |||||||
| Helen Winer | |||||||
| Louise Painter | |||||||
| Anna Brazier | |||||||
| Carolyn Kent | |||||||
| Mandi Boardman |
Coach | Appointed in 2023/4 | |||||
– 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) Hilary Herdman Full name(s) Hilary Ann Elizabeth Herdman
Position (eg Secretary, Treasurer Chair, etc)
Date
5 February 2024
KYRE GROUP RIDING FOR THE DISABLED ASSOCIATION CHARITY NUMBER 1173097 FINANCIAL ACCOUNTS FOR THE YEAR 1 April 2022 to 31 March 2023
| Year to | Year to | ||||
|---|---|---|---|---|---|
| RECEIPTS | 31/03/23 | 31/03/22 | |||
| Donations: | Burford Trust | 1,500.00 | |||
| Leominster Freemasons | 400.00 | ||||
| Godson Charity | 250.00 | ||||
| Tenbury Freemasons | 300.00 | ||||
| Funeral Collection (Wendy) | 246.00 | ||||
| Sir Peter O'Sullevan Trust | 10,000.00 | ||||
| Goodenough Charity | 1,000.00 | 13,696.00 | 4,550.97 | ||
| Collection Boxes: | 67.29 | 0.00 | |||
| HMRC Gift Aid claim | 174.52 | 0.00 | |||
| Riders' Payments: | 624.00 | 64.00 | |||
| Driving money | 0.00 | 25.00 | |||
| Harness sale | 70.00 | 0.00 | |||
| Fund Raising: | Christmas Cards | 161.70 | |||
| Tenbury Show | 80.00 | ||||
| Collection Tins | 49.44 | 291.14 | 84.00 | ||
| Sale of Jack | 3,100.00 | 0.00 | |||
| Investment Income: | 1,406.12 | 1,305.72 | |||
| Sundry Income | 10.00 | 0.00 | |||
| TOTAL RECEIPTS | £19,439.07 | £6,029.69 | |||
| PAYMENTS | |||||
| Driving: | |||||
| Expenses: | |||||
| Grafton Farm; | Jack | 310.00 | |||
| Mrs Munro tr | 36.00 | ||||
| 3 Counties Equine (Ja | 111.37 | ||||
| Mrs Forrester, Jack farrier | 50.00 | ||||
| Mrs Forrester, Jack farrier | 129.00 | 179.00 | |||
| Insurance | 180.00 | 816.37 | 2,261.05 | ||
| Riding & General: | |||||
| Clare Thomas (Dentistry) | 180.00 | ||||
| Grafton Farm | Autumn Term | 658.89 | |||
| Spring Term | 983.63 |
| Summer Term | 722.48 | 2,365.00 | ||
|---|---|---|---|---|
| Mrs Munro; polo shirts | 55.14 | |||
| tack | 95.00 | 150.14 | ||
| Mrs Winer; Lucky dip prizes | 65.25 | |||
| D Yates; waterproof covers; flowers. | 247.00 | |||
| D Yates: Lead ropes, etc | 36.20 | |||
| Mrs Forrester: Hats and padlocks | 109.88 | |||
| 74.70 | 184.58 | |||
| Crescent Silver (Cup) | 43.80 | |||
| Mortimer Equine; Kir | 138.24 | |||
| RDA Insurance | 280.00 | |||
| First Aid | 112.50 | |||
| Mrs Painter; flowers for volunteers | 85.00 | |||
| Purchase of stirrups, irons and Dapps | 47.10 | |||
| DBS Certificates | 25.20 | |||
| 12.60 | 37.80 | |||
| Mrs Munro purchase of cards | 126.50 | |||
| Ludlow Group; 1/2 Gift Aid received. | 87.26 | 4,186.37 | 1,778.69 | |
| Total Expenses: | £5,002.74 | £4,039.74 | ||
| Opening balance 1 April | 7,504.51 | 11,544.25 | ||
| Plus: Receipts | 0.00 | 0.00 | ||
| 7,504.51 | 11,544.25 | |||
| Less: Payments | 5,002.74 | 4,039.74 | ||
| Closing balance | £2,501.77 | £7,504.51 | ||
| Balance per bank, 31 March | 27,885.83 | 13,534.20 | ||
| Less: unpresented cheques | 101.30 | 27,784.53 | 0.00 | |
| Tenbury Academy Riding Fees due | 186.00 | 0.00 | ||
| £27,970.53 | £13,534.20 | |||
| Also held: | ||||
| 23,520.56 units Royal London Sterling Extra Yield Bond @ cost | £25,000.00 | £25,000.00 | ||
| Value at 31 March 2023 89.9P |
£21,121.46 | £22,723.21 |