## **Trustees’ Annual Report for the period** ## **From 01/07/2024 Period start date to 30/06/2025 Period end date** ## **Charity name: Wisdom of Equus** ## **Charity registration number:1175736** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|To promote health and well-being for the
general public and 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 main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|WoE delivers equine assisted education,
personal development and therapeutic
programmes to the local areas of
Wrexham, Denbighshire and Flintshire. We
work with vulnerable groups, those affected
by trauma, NEET's etc by providing
programmes using horses and outdoor
activities aimed at increasing confidence,
self-esteem, teamwork, resilience,
problem-solving, employability and life
skills, etc.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|All the trustees have upheld the guidance
issued by the charity commission and are
committed to running Wisdom of Equus for
the benefit of the public.| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: SORP reference n/a Para 1.38 Policy on grant making n/a Para 1.38 Policy on social investment including program related investment Volunteers are essential to the work of Wisdom of Equus, providing practical |Contribution made by
volunteers|Para 1.38|support with horse care, yard maintenance
and session preparation, ensuring a safe
and welcoming environment for
participants. They assist during equine-
assisted learning and wellbeing sessions
by offering reassurance and helping
individuals build confidence, while also
supporting community events and outreach
activities. Their contribution enhances the
charity’s capacity, strengthens community
connections and adds significant social
value, with many volunteers also gaining
skills, confidence and pathways into further
education or employment.| |---|---|---| |Other||| ## **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
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|Over the past year, Wisdom of Equus has
made meaningful progress in delivering its
mission to support children, young people
and adults experiencing emotional, social
and mental health challenges. Through
equine-assisted learning and community-
based activities, the charity has created
safe, inclusive spaces where individuals
can build confidence, resilience and
emotional awareness, contributing to
improved wellbeing across North Wales.
**Expanded Partnerships and**
**Collaborative Working**
The charity has strengthened relationships
with local authorities, social services and
third sector organisations, increasing
referral pathways and enabling more
individuals to access support. These
partnerships have enhanced the reach and
effectiveness of our services, ensuring that
those most in need benefit from early,
preventative interventions.
**Delivery of Equine-Assisted Learning**
**and Wellbeing Sessions**
A range of structured one-to-one and small
group sessions have been delivered, using
horses as responsive, non-judgemental
partners. Participants have engaged in
activities and groundwork exercises which
support the development of emotional
regulation, communication skills and self-
confidence. Feedback indicates improved
self-esteem, reduced anxiety and
increased engagement in education and| daily life. **Safeguarding, Welfare and Community Awareness** The charity has continued to uphold high standards of equine welfare and participant safety, while also contributing to wider community awareness around responsible horse care and rural safety. This work reinforces the charity’s role as a trusted, knowledgeable organisation within both the wellbeing and equine sectors. **Strategic Development and Future Growth** Significant progress has been made in planning for future sustainability, including the development of new programmes, funding applications and infrastructure improvements. These plans aim to expand year-round provision and increase access for underserved groups. **Health, Wellbeing and Sector Engagement** Representatives of the charity have actively engaged in local and national wellbeing networks, training opportunities and sector events. This ensures that delivery remains informed by best practice in traumainformed approaches, mental health support and equine-assisted interventions. **Community Engagement and Outreach** Wisdom of Equus has maintained a strong presence within the local community, raising awareness of the benefits of equine-assisted support and encouraging wider participation. This has helped reduce stigma around mental health and promote more inclusive, supportive communities. **Impact on Beneficiaries and Wider Society** The charity’s work has directly improved the lives of individuals by increasing confidence, emotional resilience and social connection. Many participants report feeling calmer, more able to cope with challenges and more positive about their future. ## **Additional information (optional)** You may choose to include further statements where relevant about: |Achievements against
objectives set|Para 1.41|During the year, Wisdom of Equus
increased access to equine-assisted
wellbeing sessions, strengthened referral
partnerships, and delivered programmes
that improved confidence, resilience and
engagement. Progress was also made in
expanding outreach and developing plans
for sustainable, year-round provision.| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|During the year, Wisdom of Equus made
steady progress in its fundraising objectives
by securing small grants and donations,
increasing community support, and
developing a pipeline of funding
opportunities. While larger capital funding is
still in progress, these efforts have
strengthened the charity’s financial position
and laid solid foundations for future growth
and sustainability.| |Investment performance
against objectives|Para 1.41|N/A| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|At the end of the reporting period, Wisdom
of Equus remains in a stable financial
position, with income from grants,
donations and session delivery supporting
core operational costs. Expenditure has
been carefully managed in line with
available resources, ensuring the continued
delivery of services, while the charity
continues to pursue additional funding
opportunities to support future growth and
sustainability.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|No reserves held| |Amount of reserves held|Para 1.22|n/a| |Reasons for holding zero
reserves|Para 1.22|At this stage of its development, Wisdom of
Equus does not hold financial reserves, as
available income is directed towards the
immediate delivery of services and
essential operational costs. As a small
charity with growing demand, priority has
been given to maintaining access to
support for beneficiaries and ensuring high
standards of care and delivery. The charity
recognises the importance of building
reserves and is working towards this
through future fundraising and strategic
financial planning to support long-term
sustainability.| |Details of fund materially in
deficit|Para 1.24|n/a| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|No uncertainties about the charity at this
time.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |
The charity’s principal
sources of funds (including
any fundraising)|
Para 1.47|
The principal sources of income for
Wisdom of Equus include grants from
charitable trusts and public funding
programmes, donations from individuals
and supporters, and income generated
through the delivery of equine-assisted
wellbeing sessions and workshops| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|Wisdom of Equus adopts a cautious
approach to investment, reflecting its
current scale and focus on service delivery.
The charity does not currently hold or
manage formal financial investments, with
all available funds used to support its
charitable activities and operational costs.
The charity’s priority is to ensure that
resources are used effectively to maximise
impact for beneficiaries. As the
organisation grows, it will review its position| |||and consider establishing an investment
policy that balances low risk with ethical
and socially responsible principles,
ensuring that any future investments align
with its mission, values and commitment to
community wellbeing.| |---|---|---| |A description of the principal
risks facing the charity|Para 1.46|Wisdom of Equus recognises a number of
key risks in delivering its services. These
include financial sustainability, particularly
reliance on grants and donations; capacity
constraints due to limited staffing and
resources; and maintaining consistent
referral pathways. There are also
operational risks associated with working
with horses and vulnerable individuals,
including health and safety, safeguarding
and equine welfare. External factors such
as changes in funding priorities or
increased demand for services may also
impact delivery. The charity actively
manages these risks through robust
policies and procedures, ongoing training,
strong governance and continued
development of partnerships and funding
opportunities.| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|CIO
Charitable Incorporated Organisation| |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|Elected by board of trustees| ## **Additional information (optional)** You may choose to include further statements where relevant about: |
Policies and procedures
adopted for the induction
and training of trustees|
Para 1.51|
Wisdom of Equus provides new trustees
with an induction pack covering key
governance documents, policies, and an
overview of its work, supported by
meetings with existing trustees to clarify
roles and responsibilities. Ongoing training
is encouraged to ensure trustees remain
informed on safeguarding, health and
safety, and governance best practice,
enabling them to fulfil their duties effectively
and contribute to the charity’s strategic
direction.| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|Wisdom of Equus is governed by a Board
of Trustees responsible for strategic
direction, governance and oversight, with
day-to-day operations delivered by a small
team supported by volunteers. The charity
works collaboratively with a wider network
including local authorities, social services,
schools, third sector organisations and
community groups, enabling effective
referral pathways and joined-up support for
beneficiaries. In addition, the charity
maintains links with the global network of
equine-assisted practitioners, ensuring its
approach is informed by best practice and
ongoing developments within the sector.| |Relationship with any
related parties|Para 1.51|Wisdom of Equus works in partnership with
a small number of organisations to support
the delivery and development of its
services. All relationships are managed
transparently, with appropriate governance
arrangements in place to ensure that any
potential conflicts of interest are identified
and managed in line with the charity’s
policies, and that decisions are made in the
best interests of the charity and its
beneficiaries.| |||| Other ## **Reference and Administrative details** |Charity name|Wisdom of Equus| |---|---| |Other name the charity uses|WoE| |Registered charity number|1175736| |Charity’s principal address|17 Brymbo Road
Bwlchgwyn
Wrexham
LL11 5UA| ||| ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Dawn Roberts|Chief Officer/ Head
Facilitator||| ||Sandra Wright|Trustee||| ||Helen Lacey|Trustee||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – Corporate trustees names of the directors at the date the report was approved ## **Director name** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** ## **Funds held as custodian trustees on behalf of others** Description of the assets n/a held in this capacity Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for n/a 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 Name Address adviser** ## **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** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** > **Signature(s)** _Dawn Roberts_ _**Helen Lacey**_ Helen Lacey **Full name(s)** Dawn Roberts **Position (eg Secretary,** Chief Executive Trustee **Chair, etc)** **Date** 15/04/2026 ## **Wisdom of Equus** ## **Profit and Loss Report** _01 July, 2024 - 30 June, 2025_ |**Sales**||| |---|---|---| |2001 - General Refund|9.78|| |4000 - Sales - Products|6.94|| |4010 - Sales - Services|1,505.00|| |4200 - Sale of Assets|260.00|| |10019 - Donation|767.00|| |10020 - Grant|750.00|| ||**Total Sales**|**£3,298.72**| |**Direct Expenses**||| |5000 - Cost of Sales - Goods|41.97|| |10021 - Yard Equipment|323.24|| |10024 - Supplements and Herbs|35.85|| |10025 - Yard Consumables|191.97|| ||**Total Direct Expenses**|**£593.03**| ||**GROSS PROFIT / LOSS**|**£2,705.69**| |**Overheads**||| |7300 - Vehicle Fuel|148.64|| |7400 - Travelling|5.30|| |7460 - Subsistence|49.95|| |7510 - Postage and Carriage|3.60|| |7520 - Office Stationery|5.44|| |7540 - Internet Charges|32.20|| |7630 - Business Insurance|155.34|| |8200 - General Expenses|5.00|| |||| 15 Apr 2026 23:03 Page 1 of 2 |8210 - Subscriptions
28.39|| |---|---| |8240 - Refreshments
28.56|| |10001 - Horse Feed
59.95|| |10006 - Equine Podiatry
1,060.00|| |10007 - Website & Domain Fees
169.15|| |10010 - Haylage
190.00|| |10027 - Land Maintenance
9.78|| |**Total Overheads**|**£1,951.30**| |**NET PROFIT / LOSS**|**£754.39**| 15 Apr 2026 23:03 Page 2 of 2