## **Trustees' Annual Report for the period** Period start date Period end date Day Month Year Day Month Year 01 09 2022 31 08 2023 **From To** ## Section A Reference and administration details **Charity name** Dovecote Farm RDA Group **Other names charity is known by Registered charity number (if any)** 1177676 - **Charity's principal address** Dovecote Farm, Church Street Orston Nottingham **Postcode NG13 9NS** **Names of the charity trustees who manage the charity** |1
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16|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Bill Wren|Chairman||| ||Heather Gunn|SafeguardingOfficer||| ||Penny Hayes|Volunteer Co-
ordinator|Stepped down 6/3/23|| ||Alex Fogg|Treasurer
COVID Officer||| ||Anne Crowley||Stepped down 21/6/23|| ||Alison Parnham|Data Protection PoC
Secretary||| ||Jane Clayton|GroupCoach||| ||Mike Muscott|Coach||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** **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**
**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 adopted 23/03/2018 Type of governing document (eg. trust deed, constitution) Association How the charity is constituted (eg. trust, association, company) Trustees are elected by the voting members of the group at the Annual Trustee selection methods General Meeting. (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures Volunteer and Trustee Welcome Packs. Green card (Volunteer basic training record) - adopted for the induction and training of trustees; - the charity’s organisational Covered by RDA National structure and any wider network with which the charity works; - relationship with any related parties; Covered by RDA National - trustees’ consideration of The group manages risks by complying with RDA National Health & major risks and the system Safety & Risk Assessment guidelines. and procedures to manage them. **TAR** March **2012** 2 ## **Section C Objectives and activities** People with disabilities given the opportunity to ride to benefit their health **Summary of the objects of the** and wellbeing. **charity set out in its governing document** Two groups of four to six children aged between 5 and 14 each **Summary of the main activities undertaken for the** Wednesday morning from Ambergate school & Sandon School during school term resulting in a total of 59 lessons. Endeavour Awards, Riding **public benefit in relation to** certificates, badges and rosettes given out. Gift bags given to the **these objects (include within** children. **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)** You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. Volunteers (20 on roll) support on an ongoing weekly basis, tacking the ponies up with specialist equipment, leading the ponies, side walking, setting up the arena with equipment, ensuring the children have correct hats fitted. Supporting fun days and any other events the group are involved in. **TAR** March **2012** 3 Section D Achievements and performance **Summary of the main** Endeavour Awards given **achievements of the charity** Proficiency Tests awarded **during the year** QA Level 3 Emergency First Aid at Work: Steph Bingham, Janet Watson Safeguarding Training: None this year DBS Forms – Janet Watson, Jill Henshall, Alison Parnham, Jane Orchard, Carol Barrett, Pamela Loughna, Jean Hopkinson Coach Review / Assessment: Jane Clayton, Mike Muscott Regional Physio Visits **TAR** March **2012** 4 ## **Section E Financial review** ## **Brief statement of the charity’s policy on reserves** Balance as at 31/08/2023 equates to £3714.06 The charity continues to closely balance income against expenditure resulting in Income of £7125.22 (incl. late payment) and expenditure of £4789.13 for this year. ## **Details of any funds materially in deficit** ## **Further financial review details (Optional information)** ## **Income Total £7125.22** You **may choose** to include additional information, where Sandon/Ambergate Schools: £6602 (incl. £1727 late payment from relevant about: Summer 2022). • the charity’s principal sources of funds (including Donation: £500 from Grantham and District Rotary Club any fundraising); Fundraising: £16.92 The Giving Machine £6.30 refund from Dovecote Farm Equestrian Centre for DBS completed on their behalf. **Expenditure Total £4789.13** Pony & Centre Hire: £3835 DBS forms: £53.70 Gambling Licence not renewed as sufficient funds will be reviewed on an ongoing basis. how expenditure has supported Training: £110 (First Aid 2 x £55) the key objectives of the charity; Coach Assessments: £25.20 RDA Regional Physio Visit: £80.00 Volunteer Gifts: £83.00 (end of term gifts/retirement gift) Equipment: £579.79 Refreshments: £10.45 Stationery: £11.99 Enables equipment to be purchased to support the children, volunteer recruitment costs such as DBS checks, Safeguarding, Health & Safety • investment policy and training to ensure safety and wellbeing. objectives including any ethical investment policy adopted. **TAR** March **2012** 5 ## **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)** Alison Parnham **Full name(s)** Bill Wren **Position (eg Secretary, Chair,** Chairman Secretary **etc) Date** 15/3/24 **TAR** March **2012** 6 **Financial Summary for Dovecote Farm RDA Group** |**Date**|**Cheque**
**Number**|**Details**|**Income**|**Expenditure**|**Balance**|**Bank**
**Statement**
**balance**| |---|---|---|---|---|---|---| |**1st September 2022 - 31st August 2023**|||||**£1,377.97**|**£1,377.97**| |14/09/2022|Invoice|Sandon School - Summer Term 2022|£1,727.00||£3,104.97|| |29/09/2022|Payment|AlyGreenway- QA Level 3 EmergencyFirst Aid at Work 1 day- Steph Bingham||£55.00|£3,049.97|| ||Payment|Alex Fogg- refreshments||£7.40|£3,042.57|| |03/10/2022|Payment|Disclosure services - Janet Watson||£6.30|£3,036.27|| |07/10/2022|Donation|RotaryClub donation|£500.00||£3,536.27|**£3,536.27**| |19/10/2022|Payment|Jane Clayton - equipment(re donation from rotaryclub)||£400.00|£3,136.27|| ||Payment|MindBodyPhysio Ltd - RDA Regional Physio visit||£40.00|£3,096.27|| |21/10/2022|Payment|MindBodyPhysio Ltd - RDA Regional Physio visit||£40.00|£3,056.27|| |03/11/2022|Payment|Alex Fogg- refreshments||£3.05|£3,053.22|| ||Payment|Disclosure services - Enid Henshall||£6.30|£3,046.92|**£3,046.92**| |18/11/2022|Donation|The GivingMachine|£16.92||£3,063.84|| |28/11/2022|Payment|Bill Wren - replacement ball holder||£26.81|£3,037.03|| |01/12/2022|Payment|Alex Fogg- volunteer xmasgifts||£36.00|£3,001.03|| ||Payment|Karen Thompson - Coaches Review||£12.60|£2,988.43|| |14/12/2022|Invoice|Dovecote Farm - DBS for Steph Gunn|£6.30||£2,994.73|| |20/12/2022|Payment|Disclosure service - Steph Gunn,Alison Parnham||£12.60|£2,982.13|| |11/01/2023|Invoice|Sandon/Ambergate School - Autumn Term 2022|£1,650.00||£4,632.13|**£4,632.13**| |04/03/2023|Payment|Disclosure service - Jane Orchard,Carol Barrett||£12.60|£4,619.53|**£4,619.53**| |16/03/2023|Payment|Jane Clayton - hat silks||£48.60|£4,570.93|| |27/03/2023|Payment|Alex Fogg- Easter eggs||£7.00|£4,563.93|| ||Payment|Karen Thompson - Coaches Review||£12.60|£4,551.33|**£4,551.33**| |26/04/2023|Invoice|Sandon/Ambergate School - SpringTerm 2023|£1,650.00||£6,201.33|**£6,201.33**| |24/05/2023|Payment|Bill Wren - volunteer retirementgift||£40.00|£6,161.33|**£6,161.33**| |22/06/2023|Payment|AlyGreenway- QA Level 3 EmergencyFirst Aid at Work 1 day- Janet Watson||£55.00|£6,106.33|| |05/07/2023|Payment|Steph Bingham - hats/silks||£104.38|£6,001.95|**£6,001.95**| |21/07/2023|Payment|Heather Gunn - invoice for sessions Sept 22 - Jul 23||£3,835.00|£2,166.95|| |23/07/2023|Invoice|Sandon/Ambergate School - Summer Term 2023|£1,575.00||£3,741.95|| |01/08/2023|Payment|Alex Fogg- stationery||£11.99|£3,729.96|| ||Payment|Disclosure Service - Pamela Loughna,Jean Hopkinson||£15.90|£3,714.06|**£3,714.06**| |||||||| |||||||| |||||||| ||||**£7,125.22**|**£4,789.13**|**£3,714.06**|| |||||||| |||||||| |||**RDA Financial Balance as at 31st August 2023**|||**£3,714.06**|| |||||||| |||||||| |||||||| |||||||| |||||||| |||||||| |||||||| |||||||| |||||||| |||||||| |||||||| |||||||| ||||||||