2023-03-31-accounts - East Holton Driving Centre Group Of The Riding For The Disabled Association

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Trustees’ Annual Report for the period

From 01/04/2022 Period start date To 31/03/2023 Period end date

Charity name: East Holton Driving Centre Group of the RDA

Charity registration number: 1173900

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 aims and objectives of the Riding for the Disabled Association by providing disabled adults in Dorset the opportunity to carriage drive, to the benefit of their health and well-being.
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	The principal objective is to provide carriage driving coaching for disabled adults to the level of their ability, choice and ambition including an element of equine therapy
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	In planning the activities, the Trustees have in mind the guidance issued by the Charity Commission. Placing particular regard to include individual or care home participants for the public benefit.

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	The Trustees acknowledge the many hours of dedication, training and commitment provided by our volunteers, often behind the scenes, to enable the Group to provide the service for the benefit of our participants.
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	Our big achievement during this period was placing all the necessary safeguarding and re- writing of all risk assessments to the satisfaction and requirements of the new site management. Despite restrictions imposed by our landlords at Livability we achieved 389 carriage drives for the disabled during the period. From feedback this was clearly of benefit to all of our participants and in a wider context, to their carers and care homes.

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	At the end of the financial period the charity was solvent and held funds in reserve both for refurbishments or new assets, as necessary.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The trustees consider it prudent to hold sufficient reserves to enable the charity to continue for at least one full year without income including cover for unexpected vets fees or any kind of loss not covered by insurance
Amount of reserves held	Para 1.22	£ 20,285(savings acc)
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	The new management at Millie College (our landlord) despite being a charity themselves, gives rise to much concern for the future of the charity for the 22/23 period as our tenancy renewal seems unlikely.

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	In the likely event of notice being given on tenancy renewal the group would struggle to find a suitable home and as a consequence be unlikely to survive.
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Association Constitution
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 elected or re-elected by group members at the Annual General Meeting. Elected trustees can opt on a further trustee who must stand down at the next AGM

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	A member group of The Riding For The Disabled Association.
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name	East Holton DrivingCentre Groupof the RDA
Other name the charity uses	East Holton Carriage Driving Group of the RDA
Registered charity number	1173900
Charity’s principal address	EHDC c/o 2b Wareham Rd, Lytchett Matravers, POOLE BH16 6DP.

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Name of person (or body) entitled to appoint trustee (ifany)
Betty Majchrowski	Chair	Members at AGM
Keith Damon	Treasurer
Pamela ‘O’Neill East	Secretary

















Corporate trustees–names of the directors at the date the report was approved Director name N/A
Director name
N/A

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
N/A

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

There have been significant developments for the charity outside the period of this report.

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 EAST HOLTON DRIVING CENTRE GR0UP OF THE RDA	Charity Name EAST HOLTON DRIVING CENTRE GR0UP OF THE RDA	Charity Name EAST HOLTON DRIVING CENTRE GR0UP OF THE RDA	No (if any) 1173900	CC16a
	For the period from	Period start date 4/1/2022	To	Period end date 3/31/2023

Section A Receipts and payments
A1 Receipts Receipts from charitable activity 7,780 Donations 539 Interest received 38 - - - - - 8,357 - - Sub total - Total receipts 8,357 A3 Payments Horse Upkeep 3,007 Equipment maintenance 105 Infrastructure upkeep 1,505 Volunteer support & training 924 RDA Membership 250 Insurance 1,171 - - - Sub total 6,962 - - Sub total - Total payments 6,962 Net of receipts/(payments) 1,395 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 1,395 Unrestricted funds to the nearest £ *Sub total*(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table)		to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds	to the nearest £ Endowment funds	Total funds to the nearest £ 7,780 539 38 - - - - - 8,357 - - - 8,357 3,007 105 1,505 924 250 1,171 - - - 6,962 - - - 6,962 1,395 - - 1,395	Last year to the nearest £
			-	7,780	585
			-	539	-
			-	38	-
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			-	8,357	585

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			-	8,357	585

			-	3,007	-
			-	105	-
			-	1,505	-
			-	924	-
			-	250	-
			-	1,171	-
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			-	6,962	-

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			-	6,962	-

		-	-	1,395	585
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		-	-	-	-
		-	-	1,395	585

Section B Statement of assets and liabilities at the end of the period

Details Cash in hand Cash at Bank (Current Account) Cash at Bank (Savings Account) Details Details Details Details Signature K Damon *Total cash funds* (agree balances with receipts and payments account(s))	to nearest £ to nearest £ 44 - 16,963 - 20,285 - 37,292 - Agreement Error OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Keith A Damon Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional)	to nearest £ Endowment funds
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		OK
		to nearest £ Endowment funds
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		Current value (optional)
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		Date of approval
K Damon	Keith A Damon	12/22/2023