Section C: Notes to the accounts Trustees’ annual report for the period
Period start date 0 1 0 6 2 1 Period end date 3 1 0 5 2 2 Charity No
Charity name Wellgrove RDA
Charity No 1 1 7 4 6 4 8 (if any)
Objectives and Activities
| SORP reference |
||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To provide therapy, fun and achievement through riding and interaction with horses to children and adults with disabilities |
| Summary of the main activities in relation to those purposes for the public beneft, in particular, the activities, projects or services identifed in the accounts. |
Para 1.17 and 1.19 |
See also para 1.20 - horse therapy and fundraising activities in year were impacted by ongoing after effects of Covid restrictions. |
| Statement confrming whether the trustees have had regard to the guidance issued by the Charity Commission onpublic beneft |
Para 1.18 | I can confirm that all trustees are aware of the Charity Commissions guidance on Public Benefit and we review our services regularly to deliver our aims. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | Any grants issued are reviewed on an individual basis taking into account the following: Benefit to that individual/In line with the Charity's aims/Financial circumstances. |
| Policy on social investment including program related investment |
Para 1.38 | Any social investment must be made to the future welfare of our users or enhancement of our programmes and or facilities to benefit our clients. |
| Contribution made by volunteers | Para 1.38 | Every position in our Charity is unpaid so volunteers are absolutely vital; without them we would not be able to conduct group sessions or govern ourselves. |
| Other |
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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 benefciaries and any wider benefts to society as a whole. |
Para 1.20 | Our charity provides opportunities for individuals with physical, mental, and emotional disabilities via therapeutic horse riding. By improving physical coordination, building confidence, and fostering emotional well-being, we empower our clients to reach new levels of independence. Beyond transforming individual lives, our work aims to break down barriers for people with disabilities and promote their inclusion in our local community. While RDA riding activities remained curtailed in the period, we regularly review our operating guidance to ensure our activities are always conducted with complete duty of care to our riders and volunteers. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| 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 |
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Financial Review
| SORP reference |
||
|---|---|---|
| Review of the charity’s fnancial position at the end of the period |
Para 1.21 | Receipts and expenditure were negligible in period, meaning our financial position healthy, despite the hiatus in the group's activities. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves held for regular direct expenditure. Insurance and RDA membership fees, renewal of specialist tack, training and DBS checks. |
| Amount of reserves held | Para 1.22 | £3,000 |
| Reasons for holding zero reserves | Para 1.22 | N/A |
| Details of fund materially in defcit | Para 1.24 | N/A ~~No major concerns - the business impact on our~~ |
| Explanation of any uncertainties about the charity continuing as a goingconcern |
Para 1.23 | providing partner, Wellgrove Riding Stables, meant that resumption of RDA activities coming out of Covid understandably could not be prioritised. While we fully expect resumption of activities in 2022-23, |
| Additional information (optional) the loss of volunteers as well as regular RDA clients will need re-building. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Usually via general fundraising calendar events (eg. Easter) and individual sponsorship efforts, although none occurred in period. |
| 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 | (See 1.23 Uncertainties above) |
| Other |
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Structure, Governance and Management
| Description of charity’s trusts: | SORP reference |
|
|---|---|---|
| Type of governing document (trust deed,royal charter) |
Para 1.25 | Memorandum of Understanding |
| How is the charity constituted? (e.gunincorporated association,CIO) |
Para 1.25 | Charitable Incorporated Organisation (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 annually including the appointment of the Chairperson at our AGM. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | All Trustees receive a Trustee Information Pack, Role of a Trustee and a report on our charitablepurposes and accounts. |
| The charity’s organisational structure and any wider network with which the charityworks |
Para 1.51 | N/A |
| Relationship with any related parties | Para 1.51 | Member group of the national Riding for the Disabled Association (RDA) |
| Other |
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Reference and Administrative details
| Charity name | Wellgrove RDA |
|---|---|
| Other name the charity uses | N/A |
| Registered charity number | 1174648 |
| Charity’s principal address | Wellgrove Farm Stables Kings Toll Road Pembury Kent TN2 4BE |
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|
| Mrs L Douglas | Chair | ||
| Mr J Gower | Treasurer | ||
| Mrs C Finch | Secretary | ||
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October 2016
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Reference and Administrative details (cont)
Corporate trustees – names of the directors at the date the report was approved
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 | ||
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October 2016
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Funds held as custodian trustees on behalf of others
Description of the assets held in this N/A 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 adviser Name Address
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
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October 2016
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Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Jeremy Gower Full name(s)
Position (eg Secretary, Treasurer Chair, etc)
Date 25 September 2024
Charity Accounts templates – Trustees’ annual report for the period
October 2016
Receipts and Payments Accounts for year 1 June 2021 to 31 May 2022
| Accumulated Funds at Year Start (1 June) | 2020/21 | 2021/22 | |
| HSBC Community Account | 11512.27 | 12237.60 | |
| Cheque in hand | 0.00 | 0.00 | |
| Cash in hand | 10.00 | 10.00 | |
| Liabilities | 0.00 | 0.00 | |
| ----------------- | ------------------ | ||
| 11522.27 | 12247.60 | ||
| Receipts | |||
| Donations Collected | |||
| RDA Lesson Payments* | 1471.00 | ||
| Lotto Receipts | 56.50 | 40.00 | |
| ------------------ | ------------------ | ||
| Total Receipts | 1527.50 | 40.00 | |
| Payments | |||
| RDA Membership Fees & Insurance** | 760.50 | ||
| Wellgrove LLP Instructor fees / horse hire | |||
| DBS (CRB) Disclosure (for LLP Staff) | |||
| DBS (CRB) Check RDA New Volunteers | |||
| Hire of Venues for Meetings/Fundraisers | 16.00 | ||
| Christmas cards for RDA Volunteers/Clients | 41.67 | ||
| Bank Account Maintenance Fees | 10.00 | ||
| ----------------- | ------------------ | ||
| Total Payments | 802.17 | 26.00 | |
| Net Receipts / Payments (Surplus) in Year | 725.33 | 14.00 | |
| Current Assets at Year End (31 May) | |||
| HSBC Community Account_(closed 18 Feb 22)_ | 12237.60 | 0.00 | |
| Cheque in Hand | 0.00 | 12251.60 | |
| Cash in Hand | 10.00 | 10.00 | |
| Liabilities | 0.00 | 0.00 | |
| ----------------- | ------------------ | ||
| 12247.60 | 12261.60 | ||
| Notes | |||
| *Sum for 2020/21 includes £943 credited to bank in cash by E Whittaker on 30 Aug 20. This was presumed to be related to RDA client lesson activities pre-Covid - any related Wellgrove LLP invoice not received |
|||
| **The RDA fees/insurance payments for 2021/22 paid in 2022/23 due to HSBC closure. |
bank account |
I confirm that the above receipts and Payments Account is in accordance with the financial records of the Wellgrove RDA charity and that the closing balances were as shown on the relevant dates.
Jeremy Gower, Treasurer, Wellgrove RDA 24 July 2022