Trustees' Annual Report for the period Period start date Period end date 1st January 2020 31st December 2020 From To
Section A Reference and administration details
Charity name Ceffyl Du RDA Driving Group
Other names charity is known by Ceffyl Du Carriage Driving for the Disabled Group Registered charity number (if any)1173383
Charity's principal address 45 Broome Path
St Dials
Cwmbran Postcode NP44 4ND
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 (if any) |
|---|---|---|---|---|
| Patricia C Waite | Chair | Membershipof Ceffyl Du | ||
| Rowan Smith | Treasurer | A/a | ||
| Lauren Moffitt | Secretary | A/a | ||
| Mark Gibbons | A/a | |||
| Penelope Suff | Senior Coach | A/a | ||
| Philippa Coales | Volunteer Manager | Jan 1st– April 1st2020 | A/a | |
| Lyn Horrocks | H & S & SafeguardingOfficer |
A/a | ||
| Amanda Say | A/a | |||
| HilaryLipscombe | A/a | |||
| Susan Blair | A/a | |||
| Bethanie Headworth |
A/a | |||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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Names and addresses of advisers (Optional information)
Type of adviser Name Address Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Constitution Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation (CIO) How the charity is constituted
- (eg. trust, association, company)
ELECTED BY MEMBERSHIP Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
Ceffyl Du RDA Driving Group works as an independent charitable group You may choose to include within the umbrella of the Riding for the Disabled Association (RDA). additional information, where relevant, about: Initial Induction followed by training in Heath and Safety, Risk Assessment • policies and procedures and Safeguarding carried out annually. This has not been able to take place physically during 2020 but some of the courses are now offered on line by adopted for the induction and RDA and some coaches and volunteers have registered for them. training of trustees; • the charity’s organisational Practical training carried out annually plus RDA Green Card system – the structure and any wider training was not held in 2020 network with which the charity works; First Aid Training – updates have not been held in 2020.
-
relationship with any related parties;
-
RDA is now providing advice on the process of review of coaches, first aid
-
parties; training requirements etc. that has had to be delayed because of covid-19
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• trustees’ consideration of restrictions and we will be abiding by the guidelines issued prior to restarting major risks and the system driving. and procedures to manage them.
We are waiting for information from RDA regarding the legality of holding further Trustee meetings and an AGM via on line services.
For the year 2019 the accounts and TAR were submitted in August after agreement with the Trustees via a postal review. Risk assessments are in place for activities and are reviewed annually
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March 2012
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Section C Objectives and activities
| Summary of the objects of the charity set out in its governing document Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) |
To promote carriage driving as an opportunity for people with a disability to participate in this sport to benefit their health and well being. |
|---|---|
| In shaping our objectives for the year and planning our activities, the trustees have taken into consideration the Charity Commission’s guidance on public benefit. In order to make our activities accessible, apart from the provision of a suitable physical and social environment our policy is keep our costs as low as possible in order to provide opportunities for anyone who wishes to participate in our activities no matter what their income. For the period of time from March to December 2020 in line with Government covid-19 regulations the group has not been able to meet physically. Instead zoom meetings have been held on a regular basis to incorporate social and educational aspects. In addition, regular contact has been maintained with drivers and members by phone and a newsletter. We usually have 5 main areas of activity: Our prime activity is Carriage Driving for those with a disability including education/training both theory and practical, competition and display – not possible from March to December 2020. Activities outside of our weekly driving sessions such as holidays, visits and trips that relate to our main activity but offer a wide range of benefits beyond our core activity - not possible from March to December 2020. Fundraising activities in order to maintain the financial viability of the Group and allow the group to function effectively and within the expectations of our membership and wider community - not possible from March to December 2020. Public Relation activities that ensure we are a recognised part of the local and wider community (we are the only driving group in this region) - not possible from March to December 2020. Participation and support in joint projects and the activities of other local groups e.g. Green Meadow Community Farm and Green Wellies, Cwmbran - not possible from March to December 2020. In addition in line with our Constitution (4(2)) two of our Trustees are disabled members, one of whom is also a coach. On going health checks and training of the ponies for continued safe driving. |
Additional details of objectives and activities (Optional information)
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March 2012
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The group is dependent on volunteers for all of its activities. We have a dedicated Volunteer Manager Role. This person is responsible for the support and training of volunteers. Sadly, Philippa Coales who was our Volunteer Manager died from covid-19 and a new appointment will have to be made from 2021. The PR working party are responsible for raising the profile of the group in order to attract volunteers. Maintaining sufficient well trained volunteers is one the most challenging areas for the group. All of our volunteers are DRB checked. You may choose to include further statements, where We are recognised as a provider for Duke of Edinburgh Award credit. relevant, about:
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policy on grantmaking;
-
policy programme related investment;
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contribution made by volunteers.
Section D Achievements and performance
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Section D Achievements and erformance p
Summary of the main Prior to March 2020 - achievements of the charity during the year Attendance of drivers and volunteers at the RDA South Wales Region anniversary celebrations at Pencoed, Bridgend in the presence of HRH Princess Anne, President of RDA. Presentation of 4 drivers and some volunteers to Princess Anne at that event.
The award of the British Empire Medal (BEM) to Amanda Say for her services to charity and volunteer services. Amanda is a driver/coach and trustee of the group as well as holding other offices in RDA S Wales region.
Post March 2020 and implementation of covid-19 restrictions - The maintenance of contact on a regular basis with group members via zoom, newsletter and phone contact.
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March 2012
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Section E Financial review
As the Group owns a driving pony it is essential that we maintain Brief statement of the sufficient funds in reserve to ensure those regular costs can be charity’s policy on reserves covered. But also that there is an emergency fund, so the policy adopted is that ideally a minimum of 3 years of anticipated costs are kept as reserve – i.e.£6000. Details of any funds materially in deficit Further financial review details (Optional information)
The principal source of funding is through fundraising – none took You may choose to include place in 2020. additional information, where relevant about: A successful grant was acquired in September 2020 from Sport Wales • the charity’s principal Protect fund (covid related) towards the upkeep of the group pony. sources of funds (including any fundraising); The expenditure has primarily been on the upkeep of the pony owned • how expenditure has by the group who is essential to the functioning of the group which has had to continue through 2020 even though we have not been supported the key objectives driving, plus funding towards a trip for our members prior to of the charity; ‘lockdown’. We also contribute some expenses to the maintenance of • investment policy and a second pony loaned to the group. objectives including any ethical investment policy In addition there has been purchase of materials required for on line adopted. training and contact and postage for newsletter. The Trustees recommended to the group that in view of our secure financial situation, as a result of a savings account set up after an inheritance in 2018 by one of our previous members, we should donate an amount to Clwyd Special RDA Riding Centre. They were experiencing severe financial hardship as a result of closure due to covid-19 restrictions. We have held a number of holidays there in the past and benefited from their facilities.
Section F Other optional information
Two of
We sadly have to record that 2 of our volunteer members died in 2020 as a result of covid-19. Philippa Coales was a Coach and Trustee and Gwynneth Bibby a supporter and guardian of one of our driver members. These deaths impacted enormously on the group.
Section G Declaration
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March 2012
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The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees Signature(s) Hilary Lipscombe Full name(s)Penelope Suff Position (eg Secretary, Chair, Senior Coach etc) Date11/03.2021 Trustee and Coach
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March 2012
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CeffylDu RDA Driving Group
11
Recei ts and a ments accou p p y
1st January 2020
3
For the period from
To
Section A Receipts and payments
Unrestricted funds
to the nearest £
Restricted funds
to the nearest £
Endowment funds
to the nearest £
| Unrestricted funds to the nearest £ |
Restricted funds to the nearest £ |
Endowment funds to the nearest £ |
|||
|---|---|---|---|---|---|
| A1 Receipts | |||||
| Subs | 125 | - | - | ||
| Donations | 855 | - | - | ||
| Grant | 874 | - | - | ||
| Member Payments(Uniform) | 268 | - | - | ||
| Interest | 13 | - | - | ||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| Sub total(Gross income for AR) | 2,135 | - | - |
| Sub total(Gross income for AR) | 2,135 | - | - | ||
|---|---|---|---|---|---|
| A2 Asset and investment sales, | |||||
| (see table). | |||||
| - | - | - | |||
| - | - | - | |||
| Sub total | - | - | - | ||
| Total receipts | 2,135 | - | - |
A3 Payments
| A3 Payments | |||||
|---|---|---|---|---|---|
Care of Pony |
1,737 | - | - | ||
| Equipment | 246 | - | - | ||
| RDA Membershipand Insurances | 823 | - | - | ||
| Office and Marketing | 69 | - | - | ||
| Holidayand Outings | 150 | - | - | ||
| Room Hire | 220 | - | - | ||
| Donation & Gifts | 2,672 | - | - | ||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| **Sub total ** | 5,917 | - | - |
| A4 Asset and investment | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| purchases, (see table) | |||||||||
| - | - | - | |||||||
| - | - | - | |||||||
| **Sub total ** | - | - | - | ||||||
| Total payments | 5,917 | - | - | ||||||
| Net of receipts/(payments) | - | 3,782 | - | - | |||||
| A5 Transfers between funds | - | - | - | ||||||
| CCXX R1 accounts (SS) A6 Cash funds last year end |
1 40,578 |
- | 17/10/2021 - |
Cash funds this year end
36,796
-
Section B Statement of assets and liabilities at the end of the perio
| Categories B1 Cash funds B2 Other monetary assets |
Lloyds Acc (Current) Lloyds Acc (Savings) Details Details Total cash funds (agree balances with receipts and payments account(s)) |
Unrestricted funds to nearest £ |
|---|---|---|
| 1,774 | ||
| 35,022 | ||
| - | ||
| 36,796 | ||
| OK | ||
| Unrestricted funds to nearest £ |
||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - |
| B3 Investment assets | Details | Fund to which asset belongs |
|---|---|---|
| B4 Assets retained for the charity’s own use |
2 driving harness and gear for Tinker Set of radios Cones and sleeves Wheelchair clamps and driver harness Details Pony (Tinker) 2 Lock Up Containers Portakabin (shared ownership) 2 Carriages |
Fund to which asset belongs |
|---|---|---|
| Pony (Tinker) | Unrestricted | |
| 2 Lock Up Containers | Unrestricted | |
| Portakabin (shared ownership) | Unrestricted | |
| 2 Carriages | Unrestricted | |
| 2 driving harness and gear for Tinker | Unrestricted | |
| Set of radios | Unrestricted | |
| Cones and sleeves | Unrestricted | |
| Wheelchair clamps and driver harness | Unrestricted |
Fund to which
liability relates
Details
CCXX R2 accounts (SS)
17/10/2021
~~2~~
B5 Liabilities
Signed by one or two trustees on behalf of all the trustees
Signature Print N Rowan Hilary Lips
CCXX R3 accounts (SS)
17/10/2021
3
173383
unts
CC16a
1st December 2020
Total funds Last year
to the nearest £ to the nearest £
| 125 | - | |
|---|---|---|
| 855 | - | |
| 874 | - | |
| 268 | - | |
| 13 | - | |
| - | - | |
| - | - | |
| - | - | |
| 2,135 | - |
| - | ||
|---|---|---|
| - | - | |
| - | - | |
| 2,135 | - |
| 1,737 | - | |
|---|---|---|
| 246 | - | |
| 823 | - | |
| 69 | - | |
| 150 | - | |
| 220 | - | |
| 2,672 | - | |
| - | - | |
| - | - | |
| - | - | |
| 5,917 | - |
| - | |||
|---|---|---|---|
| - | |||
| - | - | ||
| 5,917 | - | ||
| - | 3,782 | - | |
| - | - | ||
| 4 40,578 |
- | ||
CCXX R4 accounts (SS)
17/10/2021
36,796 -
od
| od | |
|---|---|
| Restricted funds to nearest £ - - - - OK Restricted funds to nearest £ - - - - - - |
Endowment funds to nearest £ |
| - | |
| - | |
| - | |
| - | |
| OK | |
| Endowment funds to nearest £ |
|
| - | - |
| - | - |
| - | - |
| - | - |
| - | - |
| - | - |
| Cost (optional) - - - - - |
Current value (optional) |
|---|---|
| - | - |
| - | - |
| - | - |
| - | - |
| - | - |
| 5 Cost (optional) 1,500 1,000 5,000 3,000 1,720 550 340 470 Amount due (optional) |
Current value (optional) |
|---|---|
| 500 | |
| 800 | |
| 3,500 | |
| 2,000 | |
| 1,300 | |
| 500 | |
| 300 | |
| 390 | |
| When due (optional) |
CCXX R5 accounts (SS)
17/10/2021
| - - - - - Name Smith scombe |
|
|---|---|
| Date of approval | |
| 17/10/2021 | |
| 17/10/2021 |
CCXX R6 accounts (SS)
17/10/2021
6