## **Trustees’ Annual Report for the period** ## **From 1[st] January 2021 To December 31[st] 2021 Charity name: Calon Riding for the Disabled Association incorporating carriage driving (Calon RDA)** ## **Charity registration number: 1177265** ## **Objectives and Activities** **----- Start of picture text -----**
SORP reference
Summary of the purposes Para 1.17 Promote the objects of the RDA by
of the charity as set out providing disabled people with the
in its governing opportunity to ride to benefit their
document health and well being.
Summary of the main Para 1.17 and Riding, equestrian vaulting and
1.19
activities in relation to equine assisted activities for
those purposes for the people with disabilities, mental
public benefit, in health conditions and children
particular, the activities, living in care. Educational
projects or services opportunities for children and
identified in the adults with disabilities.
accounts.
Statement confirming Para 1.18 Full set of accounts available to
whether the trustees members and charity commission
have had regard to the for financial year, approved and
guidance issued by the signed by one or more trustees of
Charity Commission on the group- then put forward to
public benefit AGM within 15 months of previous
AGM
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
SORP reference
Grants have been applied for and
Para 1.38 awarded for new equipment
Policy on grant making essential for safe running of the
group activities and to allow
better access to activities for less
mobile beneficiaries- e.g mounting
block and platform for riding
sessions. Two grants have allowed
the group to employ one member
of staff, part-time, to assist
volunteers with essential day to
day duties caring for the groups
horses and keeping volunteers and
beneficiaries safe.
Para 1.38
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Policy on social
investment including
program related
investment
Contribution made by 5 volunteers work on a rota
volunteers Para 1.38 system to fulfil the daily work with
the horses and to mentor 4
disabled volunteers to carry out
duties on the yard. A further 19
volunteers help with RDA sessions
directly with disabled beneficiaries
6 horses are used for RDA sessions
Other and horse care opportunities.
Facilities also hired from two other
Riding schools to facilitate number
of people wanting activities on a
weekly basis
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## **Achievements and Performance** **----- Start of picture text -----**
SORP reference
We suspended activities during
the ‘Wales firebreak’ December
2020 lockdown, but were able to
Summary of the main re-open sessions in March 2021
Para 1.20
achievements of the under the Welsh Governments
charity, identifying the rules, allowing people with
difference the charity’s disabilities and specific health
work has made to the conditions to be able to exercise
circumstances of its during Covid19 restrictions.
beneficiaries and any
wider benefits to society All of our participants came back
as a whole. to sessions with the exception of
the school group from Branas Isaf.
The school group was a group of
17 pupils coming on a rota system.
This year the number of disabled
participants who ride and vault
with us regularly has increased to
24, and 4 independent riders
continue to ride at other venues
but access RDA grades, training
and competition opportunities
through our charity.
Of our participants, 15 are
children and young people, and 9
are adults.
On Fridays we offer activities such
as ASDAN qualifications, RDA
proficiency tests and awards as
well as facilitating new volunteers
helping directly with the horses, 6
of whom are disabled. This has
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**been made possible by a joint grant from the Anne Duchess of Westminster’s Charity and the Peter o Sullevan Charitable Trust to pay for a staff member 24hours per week to ensure the Group can expand and sustain itself long term. The trustees have refurbished a classroom in the outbuildings, and now rent a portaloo on site that can facilitate wheelchairs. The 2021 RDA North Wales Qualifier competition was held in June (‘virtually’ by filmed entries due to Covid19), and 12 Calon riders submitted entries in Dressage, Show jumping and Countryside challenge. 9 riders qualified for the RDA National Championships, which will also be held ‘virtually,’ at the end of September. 22 participants have also gained RDA proficiency grade tests in horse care and riding during sessions or over ‘zoom’ horse care sessions during lockdowns. Tuesdays we also offer opportunities for disabled people to volunteer with us and gain qualifications and awards related to the equine industry and RDA.** ## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
We have increased services to our
beneficiaries from 2 days per week
Achievements against Para 1.41 to 4-5 days per week, increasing
objectives set the number of disabled people we
can help from 20( in Jan 2021) to
28 (in December 2022)
Fundraising objectives were to
expand facilities, employ a part
Performance of time member of staff to assist with
fundraising activities Para 1.41 expansion and to ensure horses
against objectives set are cared for on a daily basis, as
well as facilitating people with
disabilities to be able to volunteer
and learn how to care for the
horses and have opportunities to
gain awards and qualifications.
This was achieved by July 2021
and we continue to expand.
Investment performance Para 1.41
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agai nst objectives other ## **Financial Review** **----- Start of picture text -----**
Review of the charity’s Para 1.21 The charity bank balance at 31 [st]
financial position at the Dec was £26,830.93
end of the period
Statement explaining the Para 1.22 The trustees agreed a reserve
policy for holding policy of 12 months running costs
reserves stating why they (approximately £17,000)
are held
Amount of reserves held Para 1.22 At Dec 31 [st] the was £17,268
unrestricted reserves and £9,500
restricted reserves from grants.
Reasons for holding zero Para 1.22
reserves
Details of fund materially Para 1.24
in deficit
Explanation of any Para 1.23 None- charity is in a stable
uncertainties about the financial position with approx 12
charity continuing as a months of reserves
going concern
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
Approx 14% of income is from
rider donations/fees for RDA
The charity’s principal activities.
sources of funds Para 1.47 Approx 65% comes from grants
(including any and the remainder comes from
fundraising) fundraising activities such as
adopt a pony, plant stall,
sponsored walks/rides etc
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
Horse vet bills cannot be predicted
and can be costly.
A description of the Para 1.46 Without a staff member we could
principal risks facing the not function long term with only
charity volunteers caring for the horses
Other
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## **Structure, Governance and Management** **----- Start of picture text -----**
Description of charity’s 6 horses, equipment shed, field
trusts: shelter. Tack and equine
equipment
Type of governing Para 1.25 Membership Constitution Riding
document for the Disabled Association
(trust deed, royal
charter)
How is the charity Para 1.25 CIO
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 One third of trustees shall retire at
methods including details each AGM, new trustees will be
of any constitutional voted upon by the group’s
provisions e.g. election to members at the AGM. Voting may
post or name of any be by proxy, in person or by postal
person or body entitled /electronic vote. New trustees may
to appoint one or more also be appointed by current
trustees trustees provided the limit does
not exceed 11 trustees.
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
New trustees first must attend 6
meetings and be given the RDA
Policies and procedures trustee welcome pack which also
adopted for the induction Para 1.51 signposts prospective trustees to
and training of trustees relevant charity commission
website. After 6 meetings they
may then be appointed during a
trustee meeting or AGM and sign
RDA trustee acceptance form and
declare any conflict of interest
Calon RDA is affiliated to RDA UK
and promotes the objects of the
The charity’s National RDA charity.
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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## **Reference and Administrative details** Charity name Calon Riding for the Disabled Association **----- Start of picture text -----**
incorporating carriage driving
Other name the charity Calon RDA
uses
Registered charity 1177265
number
Charity’s principal Brenhinlle Fawr, Llandegla, Denbighshire, LL11 3AT
address
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## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Barbara Chair and
1
Himsworth Secretary
Shona Alys Treasurer
2
Lewis-Jones
Penelope
3
Mitchell
Trevor Reece
4
Jones
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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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 **----- Start of picture text -----**
Trustee name Dates acted if not for whole
year
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**Funds held as custodian trustees on behalf of others** Description of the assets held in this 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 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)** Barbara Himsworth **Full name(s)** Shona Alys Lewis-Jones **Position (eg** Treasurer Chair and secretary **Secretary, Chair, etc) Date** 17.2.22 |**CALON ACCOUNTS**|**2021**||||||| |---|---|---|---|---|---|---|---| ||JAN|FEB|MARCH|APRIL|MAY|JUNE|JULY| |**INCOME**|||||||| |B/F|###||||||| |VMG|£60.00|###|###|£15.00|£68.75|£0.10|| |DON|£20.00||###|£20.00|£77.00|£12.75|£7.99| |EBAY/SALES|£81.90|£393.48|£18.00|£10.00|||| |ADOPT A PONY|£30.50||£50.00|£25.00|£25.00|£25.00|| |GIFT AID||£482.56|||||| |GRANTS||£100.00|###|###|£7,500.00|£500.00|£100.00| |CALON CHALLENGE||£46.50|£70.00|£200.00|£85.00||| |FEES|£60.00|£120.00|£150.00|£785.00|£695.00|£496.00|£255.00| |DON BOX|||£19.90||£38.67||£70.68| |EVE PLANTS|||£100.00|£101.81|£100.50|£300.00|£100.00| |CLOTHING|||||£417.00||£30.00| |AMAZON|||||£6.83||| |COMPETION ENTRIES|||||||| |REFUNDED CHEQUE|0041||||||| |REFUNDED CHEQUE|0042||||||| |GRAND DAY OUT|||||||| |**TOTAL**|###|###|###|###|£9,013.75|£1,333.85|£563.67| |**EXPENDITURE**|||||||| |VOL EXP||£24.90|£233.40|£203.35||£73.80|£184.95| |TRAINING||£220.00|£585.00|£400.00|||| |SESSIONS HIRE||£120.00|£125.00|£175.00|£380.00|£296.25|£380.00| |AMI HIPPO COURSE||£150.00|||||| |HORSE PHYSIO||£70.00|£280.00|£75.00|£75.00||£75.00| |VET|||£28.60||£181.95||###| |HORSE EQUIP/CARE|||£525.00|£42.92|£269.76|£591.10|£79.99| |EQUINE DENTIST|||£100.00|||£120.00|| |EQPT AND MAINTENANCE|||£894.00||£2,848.74|£236.29|£440.97| |PONY PEDICURES|||£100.00||£100.00|£100.00|| |WYNNSTAY|||£69.36|£43.68|£18.28|£149.28|| |WAGES/PAYROLL|||||£480.00|£600.00|###| |REPAY DON|||###||||| |POSTAGE|||£48.82||||| |MEMBERSHIP/INS||||£360.00|£37.50||| |CLINIC|||||£68.75|£341.80|| |CLOTHING||||||£439.00|| |AUDITOR||||||£60.00|| |GRAND DAY OUT|||||||| |NEST PENSIONS|||||||| |HMRC|||||||| |CHEQUE 0042|||||||| |CHEQUE 0041|||||||| |PORTALOO HIRE|||||||| |TOTAL||£584.90|###|###|£4,459.98|£3,007.52|###| |BALANCE|||||||| Restricted funds unrestricted funds ## AUG SEPT OCT NOV DEC TOTAL ||||||###| |---|---|---|---|---|---| ||||||###| |£5.00|£52.58|||£285.00|###| ||£186.00||£20.00|£43.00|£752.38| |£25.00|||||£180.50| ||||||£482.56| |||###|||###| ||||||£401.50| |£142.50|£860.00|£512.00|###|£915.00|###| ||£128.95||||£258.20| |£182.25||||£107.50|£992.06| |£10.00|£12.00||||£469.00| |£5.59||||£6.26|£18.68| ||£54.00||||£54.00| |||£606.81|||£606.81| ||||£533.00||£533.00| |£106.00|||||£106.00| |£476.34|###|###|###|###|###| ||£167.85|£240.00|###||###| |||£260.00|£54.00|£160.00|###| |£225.00||£565.75|£130.00|###|###| ||||||£150.00| |£75.00||£180.00|||£830.00| |||£606.81|£778.00||###| |£48.12|||||###| ||||||£220.00| |£150.78|£363.82||||###| |£100.00||£175.00||£100.00|£675.00| |£18.28||£9.14|£253.19|£241.75|£802.96| |###|###|###|###|###|###| ||||||###| ||||||£48.82| ||||||£397.50| ||||||£410.55| ||||||£439.00| ||||||£60.00| |£100.00|||||£100.00| |£50.96|£50.96|£50.96|£50.96||£203.84| ||£108.24||||£108.24| ||||£533.00||£533.00| |||£606.81|||£606.81| |£252.00||£138.00|£186.00|£180.00|£756.00| |###|###|###|###|###|###| ||||||###| ||||||###| ### |GRANTS 2021|||||| |---|---|---|---|---|---| |||SUM AWARDED|SPENT||UNSPENT| |CRAY TRUST|###|###|###|unrestricted|| |MONEYSMKT|###|£900.00|###|restricted|| |LORD BARNB|###|###|£0.00|restricted|###| |SIR POS|###|###|###|restricte wages|###| |LLOYD WIN|###|###|###|restricted|| |ADW|###|###|###|restricte wages|###| |TEN%FOUND|###|£500.00|£564.16|restricted|| |CRAY TRUST|###|###|£0.00|unrestricted|| |Total||###|||###| |total capital items spent|||###||| T Restricted funds UNSPENT Unrestricted funds ### ### ### Independent Examiners Report I rèport that on ihe HccounLS of the Trust for tl?e year ended 31rt Llccember 21)21 Respectfjve resptsnslb115tles Df the trustees and exan)Iner Tlie charity's trusiee% are re.spo￿￿1h1e lor the preparatlon of tl)e a¢counts. The rh2rity's trustees ionsider Ihdt an audit is not reqLiires for this ye2¢ r uiider seLiitsn 144 of the Charities Act 21111 Itl)¢ charites Attl and thatan Indepvlldojit I".xaininaiion i% iieeded. It is my r¢sponsibllity to Examine thE aLtDunts iindLSr section 145 nf the fharltle£ Ac.. 'I'o follow Ihe procedures liilJ dtswii In tlio geiioral dirocti(Iii given by the Charity C.oiMmissioii under Sectioi) 14 JlJllbl ofthc ("h¢sririe.s ALt,' and lo sraro whL¥ther pJruLiilar mjtters have conio tn my Anontion. Ba%ls If Independent examln¢r'5 report My e￿rnIn￿t￿oI7 W415 Larried uut iii a¢iordallce the general Dlrection giv¥n by rhe Chai'lty Loiiinils¥i(Jii. An examlnatlon inilude5 J review ol'thc Accountlng reLord8 kei)r hy ¢h¥ Lhdriry ajd a omparisoJi ol. the a¢¢ouni pro.%eniod with thuso recvrd5.li a150 InLludvs Lori$idL4f41rioii nf any uJ?usual Iteinx or disilo%iirL'S in Ihe aicouiits aiid sccking explA Tll* ￿OnI frnm you tru5rees conrerninl guch matttr*,'I'lii' pi'neodurc.s Iindtrrllken do nut pruvide all tl)e cvSdcnie rhar wnuld ho rtqulreil In &in diidlt 2nd cniisequently 110 opii?iOll 15 gi¥eri a5 ta whethL'r tlic atLOllllts prc4seiit A'true