## Section C: Notes to the accounts Trustees’ annual report for the period > Period start date 0 1 0 6 2 2 Period end date 3 1 0 5 2 3 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|Horse therapy and fundraising
activities were unable to resume
due to continued disruption to our
partner Stables' post-Covid| |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|Due to Covid's disruptive effects to our regular
activities we have inevitably lost some of the few
volunteers we have. (All of whom are unpaid.) We do
~~finally expect activities to resume in June 2023~~| |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. Whether improving physical
coordination, building confidence, or 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|The Charity's position remains healthy despite
a lack of fundraising in period - activities are
however on the brink of resuming in June 2023.| |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
As in 2021/22, no major concerns-our enabling| |Explanation of any uncertainties
about the charity continuing as a
goingconcern|Para 1.23|
partner (Wellgrove Riding Stables) have fully
resumed their activity meaning that we can look
forward to resumption of RDA activities. The loss of
some regular RDA clients will need re-building,| |alongside a drive for more volunteers.||| ## 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 13 November 2024 Charity Accounts templates – Trustees’ annual report for the period October 2016 ## **Wellgrove RDA** ## **Receipts and Payments Accounts for year 1 June 2022 to 31 May 2023** |||||||| |---|---|---|---|---|---|---| |**Accumulated Funds at Year Start (1 June)**||**2021/22**||**2022/23**||| |HSBC Community Account||12237.60||-||| |Cheque in hand||0.00||12251.60||| |Cash in hand||10.00||10.00||| |_Liabilities (Uncashed cheques)_||_-_||_-_||| |||----------------||----------------||| |||12247.60||12261.60||| |||||||| |**Receipts**||||||| |Donations Collected||||||| |RDA Lesson Payments*||||||| |Wellgrove LLP (50% DBS check cost for Staff)||||||| |Easter Fundraiser||||||| |Cake Sale Fundraiser||||||| |Lotto Receipts||40.00||||| |||-----------------||----------------||| |Total Receipts||40.00||0.00||| |||||||| |**Payments**||||||| |RDA Membership Fees & Insurance**||||985.00||| |Wellgrove LLP Instructor fees / horse hire||||||| |RDA Training Assessment for Wellgrove||||||| |RDA SE Training for Volunteers||||||| |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||||||| |Bank Account Maintenance Fees||10.00||||| |||----------------||---------------||| |Total Payments||26.00||985.00||| |||||||| |**Net Receipts / Payments (Surplus) in Year**||14.00||-985.00||| |||||||| |**Current Assets at Year End (31 May)**||||||| |HSBC Community Account||0.00||-||| |Metro Bank Community Current Account||-||11266.60||| |Cheque in Hand||12251.60||0.00||| |Cash in Hand||10.00||10.00||| |_Liabilities*_||_0.00_||_0.00_||| |||----------------||----------------||| |||**12261.60**||**11276.60**||| ## _Notes_ _**The RDA membership/insurance payments for 2019/20 and 2020/21 both paid in 2019/20. 2021/22 paid in 2020/21. 2021/22 paid in 2022/23 due to bank account change._ 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 November 2023**