## **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** |1
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20|**Trustee name**|**Office (if any)**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Dates acted if not for whole**
**year**|**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| |||||