## **Trustees' Annual Report for the period** Period start date Period end date 01 07 2020 30 06 2021 **From To** ## Section A Reference and administration details **Charity name** Wisdom of Equus **Other names charity is known by** WOE **Registered charity number (if any)** 1175736 **Charity's principal address** 17 Brymbo Road Bwlchgwyn Wrexham **Postcode LL11 5UA** ## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Name of person (or body)
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whole year
(if any)
1 Dawn Roberts Chief Officer Current
Sandra Wright Volunteer Co- Current
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3 Edwina Lewis Trustee Current
4 Helen Lacey Trustee Current
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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** 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 Constitution - (eg. trust deed, constitution) CIO (Charity Incorporated Organisation) How the charity is constituted - (eg. trust, association, company) Elected by board of Trustees Trustee selection methods - (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: Wisdom of Equus has all necessary policies and procedures in place. - 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 ## **Summary of the objects of the charity set out in its governing document** To promote health and well-being for the general public in particular but not limited to individuals with mental and emotional difficulties through the provision of equine enabled education and therapeutic programmes. Wisdom of Equus has maintained connections with other third sector organisations and has worked hard to develop further connections with local authorities including Flintshire and Wrexham. We have worked with organisations such as Flintshire Local Voluntary Council, Flintshire Council, Wrexham County Borough Council, AVOW and North Wales Horsewatch. All trustees have upheld the guidance issued by the charity commission and are committed to running Wisdom of Equus for the benefit of the public. **Summary of the main** the benefit of the public. **activities undertaken for the public benefit in** Wisdom of Equus is run entirely by volunteers however, due to **relation to these objects** lockdown restrictions and Covid 19, volunteers have been lost. **(include within this** Volunteers are a vital part of the running of the charity and we **section the statutory** hope to recruit more in the future when restrictions are eased. **declaration that trustees have had regard to the** The onset of the Covid-19 pandemic and lack of a permanent **guidance issued by the** base has had a great effect on our ability to offer services for a **Charity Commission on** large portion of this reporting period. However, we were able to **public benefit)** The onset of the Covid-19 pandemic and lack of a permanent base has had a great effect on our ability to offer services for a large portion of this reporting period. However, we were able to secure a grant from the Moondance Foundation to buy equipment for recording course material and delivering online courses and workshops. We are delighted to have now secured a permanent base in Minera, Wrexham where can now begin to develop and grow as a charity to offer our services to even more clients. We will be actively recruiting more trustees in the coming year. ## **Additional details of objectives and activities (Optional information)** March **2012** **TAR** 3 As always, volunteers play a vital role in running the charity and we value the contribution made by them. We hope to recruit more volunteers this coming year. 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** Over the past twelve months, Wisdom of Equus has: - Worked further to establish additional connections with other third sector organisations. - Started working with local authorities to deliver courses and equine assisted services. - Secured a permanent site for the charity. - Begun to develop and deliver online courses.  Attended Health & Wellbeing events online.  Attended Mental Health Awareness events online.  Started planning for future projects.  Began to develop facilities on the new site. ## **Section E Financial review** March **2012** **TAR** 5 The charity does not currently have any reserves. ## **Brief statement of the charity’s policy on reserves** **Details of any funds materially in deficit** n/a ## **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)** D Roberts **Full name(s)** Dawn Roberts **Position (eg Secretary,** Chief Officer **Chair, etc) Date** 27/04/2021 March **2012** **TAR** 6 ## **Wisdom of Equus** ## **Profit and Loss Report** _01 July, 2020 - 30 June, 2021_ |**Sales**||| |---|---|---| |4000 - Sales - Products|73.20|| |4010 - Sales - Services|320.00|| |4900 - Other income|37.20|| |10019 - Donation|694.94|| |10020 - Grant|1,660.00|| ||**Total Sales**|**£2,785.34**| |**Direct Expenses**||| |10021 - Yard Equipment|117.10|| |10023 - PPE|94.48|| |10024 - Supplements and Herbs|19.75|| ||**Total Direct Expenses**|**£231.33**| ||**GROSS PROFIT / LOSS**|**£2,554.01**| |**Overheads**||| |7100 - Rent|520.00|| |7300 - Vehicle Fuel|63.67|| |7510 - Postage and Carriage|4.88|| |7530 - Telephone|169.99|| |7630 - Business Insurance|98.41|| |8210 - Subscriptions|165.90|| |8220 - Clothing Costs|20.03|| |8230 - Training Costs|459.40|| |8240 - Refreshments|44.38|| |10001 - Horse Feed|446.15|| |||| 29 Apr 2022 20:46 Page 1 of 2 |10006 - Equine Podiatry
890.00|| |---|---| |10007 - Website & Domain Fees
141.61|| |10010 - Haylage
200.00|| |10015 - Course Equipment
53.71|| |**Total Overheads**|**£3,278.13**| |**NET PROFIT / LOSS**|**-£724.12**| 29 Apr 2022 20:46 Page 2 of 2