## **Trustees’ Annual Report for the period**
**From 01/04/2021 Period start date To 31/03/2022 Period end date**
## **Charity name: East Holton Driving Centre Group of the RDA**
## **Charity registration number:1173900**
## **Objectives and Activities**
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SORP reference
Summary of the purposes Para 1.17 To promote the aims and objectives of the
of the charity as set out Riding for the Disabled Association by
in its governing providing disabled adults in Dorset the
document opportunity to carriage drive, to the benefit
of their health and well-being.
Summary of the main Para 1.17 and The principal objective is to provide
activities in relation to 1.19 carriage driving coaching for disabled
those purposes for the adults to the level of their ability, choice
public benefit, in and ambition including an element of
equine therapy
particular, the activities,
projects or services
identified in the
accounts.
Statement confirming Para 1.18 In planning the activities, the Trustees have
whether the trustees in mind the guidance issued by the Charity
have had regard to the Commission. Placing particular regard to
include individual or care home
guidance issued by the
participants for the public benefit.
Charity Commission on
public benefit
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## **Additional information (optional)**
## You may choose to include further statements where relevant about:
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SORP reference
Para 1.38
Policy on grant making
Para 1.38
Policy on social
investment including
program related
investment
The Trustees acknowledge the many hours
of dedication, training and commitment
Para 1.38
Contribution made by provided by our volunteers, often behind
volunteers the scenes, to enable the Group to provide
the service for the benefit of our
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participants. Other
## **Achievements and Performance**
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SORP reference
Our big achievement during this period
was placing all the necessary precautions
and signage following the National Covid
lock down.
Summary of the main
Para 1.20 Having been certified by the RDA a
achievements of the
restricted service resumed on 7 [th ] June
charity, identifying the 2021.
difference the charity’s
This was clearly of benefit to all our service
work has made to the
users and volunteers after such a long
circumstances of its period of inactivity.
beneficiaries and any
wider benefits to society
as a whole.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
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## **Financial Review**
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Review of the charity’s Para 1.21 At the end of the financial period the
financial position at the charity was solvent and held funds in
end of the period reserve both for refurbishments or new
assets, as necessary.
Statement explaining the Para 1.22 The trustees consider it prudent to hold
policy for holding sufficient reserves to enable the charity to
reserves stating why they continue for at least one full year without
are held income including cover for unexpected
vets fees or any kind of loss not covered by
insurance
Amount of reserves held Para 1.22 £ 20,247 (savings acc)
Reasons for holding zero Para 1.22 N/A
reserves
Details of fund materially Para 1.24 N/A
in deficit
Explanation of any Para 1.23 The new management at Livability ( our
uncertainties about the landlord) gives rise to much concern for
charity continuing as a the 22/23 period and beyond.
going concern
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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The charity’s principal
sources of funds Para 1.47
(including any
fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
In the likely event of notice being given
A description of the Para 1.46 on tenancy renewal the group would
principal risks facing the struggle to find a suitable home and be
charity unlikely to survive.
Other
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## **Structure, Governance and Management**
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Description of charity’s
trusts:
Type of governing Para 1.25 Association Constitution
document
(trust deed, royal charter)
How is the charity Para 1.25
constituted? CIO
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25
methods including details Trustees are elected or re-elected by group
of any constitutional members at the Annual General Meeting.
Elected trustees can opt on a further
provisions e.g. election to
trustee who must stand down at the next
post or name of any
AGM
person or body entitled
to appoint one or more
trustees
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
A member group of The Riding For The
The charity’s Disabled Association.
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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## **Reference and Administrative details**
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Charity name East Holton Driving Centre Group of the RDA
Other name the charity East Holton Carriage Driving Group of the RDA
uses
Registered charity 1173900
number
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Charity’s principal Ashtree Stables
address c/o Livability
East Holton
Holton Heath
Poole, BH16 6JN
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Martine Cake Chair Members at AGM
2 Keith Damon Treasurer
Betty
3
Majchrowski
4 Ian Elton
5 Neil Longman Secretary
Pamela ‘O’Neill
6
East
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved **Director name**
N/A
Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for whole
year
N/A
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**Funds held as custodian trustees on behalf of others**
Description of the assets N/A 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**
**Charity Name 1173900 East Holton Driving Centre**
**Receipts and payments accounts CC16a For the period** Period start date Period end date **To from** 01-04-2021 31-03-2022
## **Section A Receipts and payments**
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Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest to the nearest to the nearest to the nearest to the nearest
£ £ £ £ £
A1 Receipts
Income from Charitable Activity 6,580 - - 6,580 585
Donations 790 - - 790 1,060
Interest 2 - - 2 5
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
7,372 - - 7,372 1,650
AR)
A2 Asset and investment
sales, (see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 7,372 - - 7,372 1,650
A3 Payments
Horse upkeep & care 1,850 - - 1,850 -
Professional & Insurance 1,517 - - 1,517 -
RDA 296 - - 296 -
Office & Admin 806 - - 806 -
Paddock & grazing 398 - - 398 -
Volunteer Support 544 - - 544 -
Buildings & yard 258 - - 258 -
Carriage,Harness & Equipmnt 417 - - 417 -
- - - - -
Sub total [ 6,086 ] - - 6,086 -
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 6,086 - - 6,086 -
et of receipts/(payments) 1,286 - - 1,286 1,650
A5 Transfers between funds [ - ] - - - -
A6 Cash funds last year end [ - ] - - - -
Cash funds this year end 1,286 - - 1,286 1,650
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## **Section B Statement of assets and liabilities at the end of the period**
**Categories**
**B1 Cash funds**
## **B2 Other monetary assets**
## **B3 Investment assets**
**B4 Assets retained for the charity’s own use**
## **B5 Liabilities**
Signed by one or two trustees on behalf of all the trustees
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Unrestricted Restricted Endowment
Details funds funds funds
to nearest £ to nearest £ to nearest £
Current Account 13,581 - -
Savings Account 20,247 - -
Cash 59 - -
Total cash funds 33,887 - -
(agree balances with receipts and Agreement
payments account(s)) Error OK OK
Unrestricted Restricted Endowment
funds funds funds
Details to nearest £ to nearest £ to nearest £
- - -
- - -
- - -
- - -
- - -
- - -
Fund to which Current value
Details asset belongs Cost (optional) (optional)
- -
- -
- -
- -
- -
Fund to which Current value
Details asset belongs Cost (optional) (optional)
Harness Sets x4 - -
Wagonette x2 - -
Driving Cobs x3 - -
Motability Scooters x5 - -
Office Equipment - -
- -
- -
- -
- -
Fund to which Amount due When due
Details liability relates (optional) (optional)
-
-
-
-
-
Date of
Signature Print Name
approval
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