**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<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled to**<br>**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 &<br>SafeguardingOfficer||A/a|
||Amanda Say|||A/a|
||HilaryLipscombe|||A/a|
||Susan Blair|||A/a|
||Bethanie<br>Headworth|||A/a|
||||||
||||||
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||||||
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**Names of the trustees for the charity, if any, (for example, any custodian trustees)** 

**Name Dates acted if not for whole year** 

**TAR** 

March **2012** 

1 



## **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 

- • 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 

**TAR** 

March **2012** 

2 



## **Section C                    Objectives and activities** 

|**Summary of the objects of the**<br>**charity set out in its**<br>**governing document**<br>**Summary of the main**<br>**activities undertaken for the**<br>**public benefit in relation to**<br>**these objects (include within**<br>**this section the statutory**<br>**declaration that trustees have**<br>**had regard to the guidance**<br>**issued by the Charity**<br>**Commission on public**<br>**benefit)**|To promote carriage driving as an opportunity for people with a disability to<br>participate in this sport to benefit their health and well being.|
|---|---|
||In shaping our objectives for the year and planning our activities, the<br>trustees have taken into consideration the Charity Commission’s guidance<br>on public benefit.<br>In order to make our activities accessible, apart from the provision of a<br>suitable physical and social environment our policy is keep our costs as<br>low as possible in order to provide opportunities for anyone who wishes to<br>participate in our activities no matter what their income.<br>For the period of time from March to December 2020 in line with<br>Government covid-19 regulations the group has not been able to meet<br>physically. Instead zoom meetings have been held on a regular basis to<br>incorporate social and educational aspects. In addition, regular contact has<br>been maintained with drivers and members by phone and a newsletter.<br>We usually have 5 main areas of activity:<br>Our prime activity is Carriage Driving for those with a disability including<br>education/training both theory and practical, competition and display – not<br>possible from March to December 2020.<br>Activities outside of our weekly driving sessions such as holidays, visits<br>and trips that relate to our main activity but offer a wide range of benefits<br>beyond our core activity - not possible from March to December 2020.<br>Fundraising activities in order to maintain the financial viability of the Group<br>and allow the group to function effectively and within the expectations of<br>our membership and wider community - not possible from March to<br>December 2020.<br>Public Relation activities that ensure we are a recognised part of the local<br>and wider community (we are the only driving group in this region) - not<br>possible from March to December 2020.<br>Participation and support in joint projects and the activities of other local<br>groups e.g. Green Meadow Community Farm and Green Wellies,<br>Cwmbran - not possible from March to December 2020.<br>In addition in line with our Constitution (4(2)) two of our Trustees are<br>disabled members, one of whom is also a coach.<br>On going health checks and training of the ponies for continued safe<br>driving.|



**Additional details of objectives and activities (Optional information)** 

**TAR** 

March **2012** 

3 



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: 

- policy on grantmaking; 

- policy programme related investment; 

- contribution made by volunteers. 

## Section D                      Achievements and performance 

**TAR** 

March **2012** 

4 



## 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. 

**TAR** 

March **2012** 

5 



## **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** 

**TAR** 

March **2012** 

6 



**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** 

**TAR** 

March **2012** 

7 



**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**<br>**funds**<br>**to the nearest      £**||**Restricted funds**<br>**to the nearest £**||**Endowment**<br>**funds**<br>**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**||||||
|---|---|---|---|---|---|
|<br>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)<br>**A6 Cash funds last year end**||1<br>**40,578**|||**-**|||17/10/2021<br>**-**||





_**Cash funds this year end**_ 

**36,796** 

**-** 

## **Section B Statement of assets and liabilities at the end of the perio** 

|**Categories**<br>**B1 Cash funds**<br>**B2 Other monetary assets**|Lloyds Acc (Current)<br>Lloyds Acc (Savings)<br>**Details**<br>**Details**<br>**_Total cash funds_**<br>(agree balances with receipts and payments account(s))|**Unrestricted**<br>**funds**<br>**to nearest £**|
|---|---|---|
|||**1,774**|
|||**35,022**|
|||**-**|
|||**36,796**|
|||OK|
|||**Unrestricted**<br>**funds**<br>**to nearest £**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|
|||**-**|



|**B3 Investment assets**|**Details**|**Fund to which asset**<br>**belongs**|
|---|---|---|
||||
||||
||||
||||
||||



|**B4 Assets retained for the**<br>**charity’s own use**|2 driving harness and gear for Tinker<br>Set of radios<br>Cones and sleeves<br>Wheelchair clamps and driver harness<br>**Details**<br>Pony (Tinker)<br>2 Lock Up Containers<br>Portakabin (shared ownership)<br>2 Carriages|**Fund to which asset**<br>**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<br>**40,578**||**-**|
|||||



CCXX R4 accounts (SS) 

17/10/2021 



**36,796 -** 

## **od** 

|**od**||
|---|---|
|**Restricted funds**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>OK<br>**Restricted funds**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**Endowment**<br>**funds**<br>**to nearest £**|
||**-**|
||**-**|
||**-**|
||**-**|
||OK|
||**Endowment**<br>**funds**<br>**to nearest £**|
|**-**|**-**|
|**-**|**-**|
|**-**|**-**|
|**-**|**-**|
|**-**|**-**|
|**-**|**-**|



|**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**Current value**<br>**(optional)**|
|---|---|
|**-**|**-**|
|**-**|**-**|
|**-**|**-**|
|**-**|**-**|
|**-**|**-**|



|5<br>**Cost (optional)**<br>**1,500**<br>**1,000**<br>**5,000**<br>**3,000**<br>**1,720**<br>**550**<br>**340**<br>**470**<br>**Amount due**<br>**(optional)**|**Current value**<br>**(optional)**|
|---|---|
||**500**|
||**800**|
||**3,500**|
||**2,000**|
||**1,300**|
||**500**|
||**300**|
||**390**|
||**When due**<br>**(optional)**|



CCXX R5 accounts (SS) 

17/10/2021 



|**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>Name<br>Smith<br>scombe||
|---|---|
|||
|||
|||
|||
||Date of approval|
||**17/10/2021**|
||**17/10/2021**|



CCXX R6 accounts (SS) 

17/10/2021 

6