## **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**
**----- Start of picture text -----**
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
10
11
12
13
14
15
16
17
18
19
20
**----- End of picture text -----**
## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
March **2012**
**TAR**
1
## **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:
- 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;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
March **2012**
**TAR**
2
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)**
March **2012**
**TAR**
3
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:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
Section D Achievements and performance
March **2012**
**TAR**
4
## 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
March **2012**
**TAR**
5
## **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:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- 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**
**TAR**
6
## **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|
6
## 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