2024-03-31-accounts - East Holton Driving Centre Group Of The Riding For The Disabled Association

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees’ Annual Report for the period

From 01-04-2023 Period start date To 31-03-2024 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 by additionally introducing ‘Tea with pony’ activity in this period.
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 individuals 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 From feedback this was clearly of benefit to all of our participants and in a wider context, to their carers and care homes. Summary of the main Para 1.20 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.

Additional information (optional) You may choose to include further statements where relevant about:	Additional information (optional) You may choose to include further statements where relevant about:	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 and in this period any costs involved to bring our new venue up to the required RDA standard.
Amount of reserves held	Para 1.22	£ 25542 (Savings acc)
Reasons for holding zero reserves	Para 1.22
Details of fund materially in deficit	Para 1.24
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	How the charity will survive downsizing having been forced to move to a smaller venue losing volunteers and participants as a consequence.

Additional information (optional) You may choose to include further statements where relevant about:	Additional information (optional) You may choose to include further statements where relevant about:	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	Voluntary fees for each session. Donations
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	Maintaining the required number of suitable volunteers and helpers.
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 DrivingCentre Groupof the RDA
Registered charity number	1173900
Charity’s principal address	EHDC C/O 2b Wareham Road Lytchett Matravers Poole Dorset 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)
BettyMajchrowski	Chair	Members
Keith Damon	Treasurer
Pamela ‘O’ Neil East	Secretary
Catharine Mainstone
















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 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

	East Holton Driving Centre Group of the RDA	East Holton Driving Centre Group of the RDA	East Holton Driving Centre Group of the RDA	1173900	CC16a
	For the period from	Period start date 4/1/2023	To	Period end date 3/31/2024

Section A Receipts and payments
A1 Receipts Charitable activity 455 Donations 2,014 Iterest received 257 - - - - - 2,726 - - Sub total - Total receipts 2,726 A3 Payments Horse upkeep 1,200 RDA 296 Professional & Insurance 1,235 Volunteer support/ training 287 Infrastructure 694 Admin 69 Publicity 9 - - Sub total 3,790 - - Sub total - Total payments 3,790 Net of receipts/(payments) - 1,064 A5 Transfers between funds 5,000 A6 Cash funds last year end 1,395 Cash funds this year end 5,331 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 £ 455 2,014 257 - - - - - 2,726 - - - 2,726 1,200 296 1,235 287 694 69 9 - - 3,790 - - - 3,790 - 1,064 5,000 1,395 5,331	Last year to the nearest £
			-	455	8,357
			-	2,014	-
			-	257	-
			-	-	-
			-	-	-
			-	-	-
			-	-	-
			-	-	-
			-	2,726	8,357

			-	-
			-	-	-
			-	-	-

			-	2,726	8,357

			-	1,200	-
			-	296	-
			-	1,235	-
			-	287	-
			-	694	-
			-	69	-
			-	9	-
			-	-	-
			-	-	-
			-	3,790	-

			-	-
			-	-
			-	-	-

			-	3,790	-

		-	-	- 1,064	8,357
		-	-	5,000	-
		-	-	1,395	-
		-	-	5,331	8,357

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

Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees	Details Cash in hand Cash at bank (current account) Cash at bank ( savings account) Details Details Details Details Signature *Total cash funds* (agree balances with receipts and payments account(s))	to nearest £ to nearest £ 44 - 11,146 - 25,542 - 36,732 - Agreement Error OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Keith 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
			-
			-
			-
			-
			OK
			to nearest £ Endowment funds
			-
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			-
			-
			-
			-
			When due (optional)






			Date of approval
		Keith Damon	12/19/2024