**Trustees' Annual Report for the period** Period start date Period end date 01 07 2023 30 06 2024 **To** ## Reference and administration details **Charity name** Wisdom of Equus WOE **arity number (if any)** 1175736 Bwlchgwyn Wrexham **Postcode LL11 5UA** ## **arity trustees who manage the charity** ||**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---| ||Chief Officer|Current|| ||Volunteer Co-
ordinator|Current|| ||Trustee|Current|| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| 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** 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) ## **Section B Structure, governance and management** ## **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** March **2012** **TAR** 2 |**Summary of the objects of the**
**charity set out in its**
**governing document**
**Summary of the main**
**activities undertaken for the**
**public benefit in relation to**
**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)**|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, Wrexham and Denbighshire
We have worked with organisations such as FLVC, Flintshire Council,
WCBC, AVOW, Flintshire Alternative Education Provision and North
Wales Horsewatch.
We have had a marked increase in self-referrals from parents of children
with anxiety and low self-esteem issues. We are actively seeking funding
to support these parents in accessing sessions for their children.
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.
We are hoping to obtain further funding in the coming year to develop our
services further.| ## **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. We have met with local volunteer groups to actively encourage volunteers. We currently have several vacancies advertised on the Volunteering Wales website. 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.

Received 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.

Attended CPD events.

Continued planning for future projects and fundraising events.

Attended statutory courses including First Aid and Safeguarding.

Provided heavily discounted services to clients who are struggling
financially.
.|| |---|---|---| ## **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** n/a **in deficit** ## **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** 29/04/2025 March **2012** **TAR** 6 ## **Wisdom of Equus** ## **Profit and Loss Report** _01 July, 2023 - 30 June, 2024_ |**Sales**||| |---|---|---| |2001 - General Refund|6.60|| |4010 - Sales - Services|4,020.00|| |4020 - Sales Discounts|-680.00|| |10019 - Donation|863.00|| |10020 - Grant|975.00|| ||**Total Sales**|**£5,184.60**| |**Direct Expenses**||| |5000 - Cost of Sales - Goods|240.00|| |5060 - Other Direct Expenses|6.25|| |10021 - Yard Equipment|770.36|| |10025 - Yard Consumables|204.14|| |10026 - Volunteer Expenses|79.50|| ||**Total Direct Expenses**|**£1,300.25**| ||**GROSS PROFIT / LOSS**|**£3,884.35**| |**Overheads**||| |7095 - Recruitment Expenses|6.60|| |7100 - Rent|500.00|| |7300 - Vehicle Fuel|341.19|| |7460 - Subsistence|121.65|| |7520 - Office Stationery|32.77|| |7540 - Internet Charges|60.00|| |8200 - General Expenses|46.40|| |8210 - Subscriptions|10.00|| |||| 28 Apr 2025 20:47 Page 1 of 2 |8230 - Training Costs
36.00|| |---|---| |10001 - Horse Feed
335.07|| |10003 - Vet Fees
247.43|| |10006 - Equine Podiatry
847.50|| |10007 - Website & Domain Fees
254.35|| |10010 - Haylage
430.00|| |10027 - Land Maintenance
387.60|| |**Total Overheads**|**£3,656.56**| |**NET PROFIT / LOSS**|**£227.79**| 28 Apr 2025 20:47 Page 2 of 2