**From** 

**To** 

## **Trustees' Annual Report for the period** 

Period start date Period end date 01 07 2022 30 06 2023 

## Section A                        Reference and administration details 

**Charity name** 

**Other names charity is known by Registered charity number (if any)** 1175736 

Wisdom of Equus WOE 

**Charity's principal address** 

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|<br>17 Brymbo Road||
|Bwlchgwyn||
|Wrexham||
|**Postcode**|**LL11 5UA**|



## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee(if any)**|**Name of person (or body) entitled**<br>**to appoint trustee(if any)**|
|---|---|---|---|---|---|
||Dawn Roberts|Chief Officer|Current|||
||Sandra Wright|Volunteer Co-<br>ordinator|Current|||
||Helen Lacey|Trustee|Current|||
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||**Names of the**<br>**trustees for the**<br>**charity, if any, (for**<br>**example, any**<br>**custodian**<br>**trustees)**|||||
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**TAR** 

March **2012** 

1 



## **Names and addresses of advisers (Optional information)** 

|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|
|---|---|---|
|**Type of adviser **<br>**Name**<br>**Address**|||
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|**Name of chief executive or names of senior staff members (Optional information)**|||
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## **Section B              Structure, governance and management** 

## **Description of the charity’s trusts** 

Constitution Type of governing document (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)** 

Wisdom of Equus has all necessary policies and procedures in place. 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** 

**TAR** 

March **2012** 

2 



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. **Summary of the objects of the charity set out in its governing document** 

Wisdom of Equus has maintained connections with other third sector organisations and has worked hard to develop further connections with local authorities including Flintshire, Wrexham and Denbighshire 

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 activities undertaken for the** We are hoping to obtain further funding in the coming year to develop our **public benefit in relation to** services further. **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)** 

**TAR** 

March **2012** 

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. We have met with local volunteer groups to actively encourage volunteers. 

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 

**TAR** 

March **2012** 

4 



Section D                      Achievements and erformance p 

Over the past twelve months, Wisdom of Equus has: 

- **Summary of the main achievements of the charity**  Worked further to establish additional connections with other third 

- **during the year** sector organisations. 

- Continued with planning consent for an additional building (stables and a teaching room) 

- Continued working with local authorities to deliver courses and equine assisted services. 

- Attended Health & Wellbeing events online and in person.  Attended Mental Health Awareness events online and in person  Continued planning for future projects and fundraising events. 

- Attended CPD events. . 

**TAR** 

March **2012** 

5 



## **Section E                    Financial review** 

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, Chair,** Chief Officer **etc) Date** 28/04/2024 

**TAR** 

March **2012** 

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## **Wisdom of Equus** 

## **Profit and Loss Report** 

_01 July, 2022 - 30 June, 2023_ 

|**Sales**|||
|---|---|---|
|2001 - General Refund|220.94||
|4010 - Sales - Services|3,505.00||
|4020 - Sales Discounts|-834.00||
|4900 - Other income|36.39||
|10019 - Donation|1,192.02||
||**Total Sales**|**£4,120.35**|
|**Direct Expenses**|||
|5060 - Other Direct Expenses|733.20||
|10018 - Horse Worming|25.40||
|10021 - Yard Equipment|1,007.56||
|10024 - Supplements and Herbs|124.64||
|10025 - Yard Consumables|98.75||
||**Total Direct Expenses**|**£1,989.55**|
||**GROSS PROFIT / LOSS**|**£2,130.80**|
|**Overheads**|||
|7100 - Rent|675.00||
|7300 - Vehicle Fuel|647.39||
|7310 - Vehicle Repair and Servicing|245.00||
|7420 - Hotel and Accommodation|161.95||
|7460 - Subsistence|49.85||
|7500 - Printing|31.30||
|7520 - Office Stationery|41.52||
|7540 - Internet Charges|55.00||
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|7550 - Computer & Software<br>4.80||
|---|---|
|7620 - Consultancy & Professional Fees<br>280.00||
|8200 - General Expenses<br>114.93||
|8210 - Subscriptions<br>10.00||
|8230 - Training Costs<br>240.00||
|8240 - Refreshments<br>73.26||
|10001 - Horse Feed<br>1,169.28||
|10005 - Venue Hire<br>40.00||
|10006 - Equine Podiatry<br>865.00||
|10007 - Website & Domain Fees<br>152.08||
|10010 - Haylage<br>650.47||
|10015 - Course Equipment<br>8.50||
|**Total Overheads**|**£5,515.33**|
|**NET PROFIT / LOSS**|**-£3,384.53**|



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