Trustees' Annual Report for the period
Period start date Period end date 01 04 2021 31 03 2022
From
To
Section A Reference and administration details
Charity name Somerset Levels Riding for the Disabled
Other names charity is known by
Registered charity number (if any) 1174169 Charity's principal address Hollowmarsh Stables
Bennetts Lane Binegar. Somerset Postcode BA3 4UG
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 Roger Adams Chairman SLRDA
2 Gillian Lane Vice Chairman SLRDA
3 Julia Gibson Secretary SLRDA
Caroline Treasurer SLRDA
4
Strurgess
5 Linda Adams Trustee SLRDA
6 Angela Horne Trustee SLRDA
7 Ann Turner Trustee SLRDA
8 Patricia Kilby Trustee SLRDA
9 Kathleen Harding Trustee
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11
12
13
14
15
16
17
18
19
20
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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
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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
Type of governing document
Trust
- (eg. trust deed, constitution)
Trust How the charity is constituted
- (eg. trust, association, company)
Appointed Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
-
the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
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The Charity provides Horse and Carriage Rides and Equine Training for people with varying disabilities
Summary of the objects of the charity set out in its governing document
The objective of the Charity is to provide a Carriage Driving Experience and Horse Care and Stable Management to participants with varying degrees of disability and to include them in Group Activities
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Additional details of objectives and activities (Optional information)
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Volunteers contribute their time to enable the Charity to survive and also hold fund raising events and activities
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
Section D Achievements and performance
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
We carried out Carriage Driving Sessions on 2 days per week providing
Carriage rides and schooling for participants. We encouraged training to varying degrees from basic horse management to assisting to drive the carriage
Section E Financial review
Hor
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Brief statement of the charity’s policy on reserves
We have to hold a certain amount of money in our bank account to make sure there are sufficient funds to finance care of our pony eg feed, vets fees, farrier and to provide stabling. Especially during the winter when we have no income but still have these ongoing costs
Details of any funds materially in deficit
£0
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) R.M Adams Full name(s) Roger Michael Adams Position (eg Secretary, Chairman Chair, etc) Date
March 2012
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Somerset Levels RDA Year ended 31 March 2022 Income and expenditure account
| Somerset Levels RDA Year ended 31 March 2022 |
||
|---|---|---|
| Income and expenditure account |
||
| 2022 | 2021 | |
| INCOME | ||
| Donations 343.00 |
1,309.00 | |
| Fundraising 2,047.70 |
500.00 | |
| Sessions and cofee 2,280.00 |
0.00 | |
| Lottery 0.00 |
0.00 | |
| Sale of merchandise 40.00 |
0.00 | |
| Membership 0.00 |
0.00 | |
| Other 374.77 |
0.00 | |
| Bank interest 3.54 |
12.39 | |
| 5,089.01 | 1,821.39 | |
| Horses and equipment sold 1,200.00 |
6,289.01 0.00 |
1,821.39 |
| EXPENDITURE | ||
| Fundraising expenses 58.50 |
6.51 | |
| Cost of goods for resale 0.00 |
0.00 | |
| Insurance 1,789.70 |
1,430.87 | |
| RDA membership 0.00 |
220.00 | |
| Bedding 0.00 |
41.25 | |
| Food 266.55 |
143.14 | |
| Farrier 602.00 |
528.00 | |
| Livery costs 3,000.00 |
3,000.00 | |
| Harness and rugs 0.00 |
0.00 | |
| Horse sundries 32.55 |
84.79 | |
| Yard equipment and repairs 132.40 |
11.42 | |
| Veterinary costs 0.00 |
295.28 | |
| Lorry, trailer and carriage costs 7.49 |
0.00 | |
| Publicity costs 0.00 |
0.00 | |
| Training costs 105.00 |
0.00 | |
| Helpers expenses 182.78 |
20.00 | |
| Administration costs 111.32 |
43.93 | |
| Other costs 530.31 |
9.50 | |
| 6,818.60 | 5,834.69 | |
| Horses and equipment purchased 0.00 |
- 6,818.60 0.00 |
-5,834.69 |
| -529.59 | -4,013.30 | |
| In Hand: | ||
| Bank current account | 10,677.5 8 |
11,131.62 |
| Savings account | 28,479.2 7 |
28,475.73 |
| Petty cash | 527.51 | 606.60 |
| 39,684.3 6 |
40,213.95 | |
| Balance b/fwd | 40,213.9 5 |
44,227.25 |
| Income less expenditure for year |
-529.59 | -4,013.30 |
| Balance c/fwd | 39,684.3 | 40,213.95 |
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Explanatory notes:
INCOME
Donations: from Joyce Ford’s funeral (a friend of Agnes Smalley), from the BK tabletop sale, Inner Wheel, and clothing
Fundraising: tractor run, Xmas raffle (some of this had to be used for a tip for wait staff), Ditcheat & Brent Knoll tabletop sales
Sale of Merchandise: remaining books
Other: Chard reimbursement for insurance for Millie’s carriage, Xmas meal payments, eggs/coffee
Horses & equipment sold: carriages sold (wagonette, BB, Jackson)
EXPENDITURE
Fundraising expenses: hall hire for Ditcheat tabletop sale (invoice not received for BK sale)
Yard equipment and repairs: mostly for the new ramp
Training costs: frst aid courses
Helper’s expenses: mileage for substitute coach and first aid training
Administrative costs: phone, webhosting etc
Other costs: Xmas meal (inc. tip), mileage for assessor, DBS checks, bank charges, biscuits, milk etc