## 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||| Charity Accounts templates – Trustees’ annual report for the period October 2016 2 of 8 ## 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||| Charity Accounts templates – Trustees’ annual report for the period October 2016 3 of 8 ## 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||| Charity Accounts templates – Trustees’ annual report for the period October 2016 4 of 8 ## 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||| Charity Accounts templates – Trustees’ annual report for the period October 2016 5 of 8 ## 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||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| Charity Accounts templates – Trustees’ annual report for the period October 2016 6 of 8 ## 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||| |||| |||| |||| |||| |||| Charity Accounts templates – Trustees’ annual report for the period October 2016 7 of 8 ## 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 Charity Accounts templates – Trustees’ annual report for the period October 2016 8 of 8 ## 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**