Trustees’ Annual Report for the period
From :1[st] April 2023 Period start date To: 31[st] March 2024 Period end date
Charity name: Norwich and District Group Riding for the Disabled Association
Charity registration number:1178154
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The summary of the purposes of the Charity is to provide people with a physical, emotional or behavioural disability the opportunity to ride to benefit their health and well being in the Norwich and District area. |
| 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 |
The main activities undertaken for the public benefit are to provide riding opportunities and hippotherapy for children in the Norwich and District area who have physical, emotional, behavioural and psychological problems. This opportunity is to benefit them both physically and emotionally through riding. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers
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 | Norwich and District group have provided 10-15 children and young adults with 30 opportunities to ride and take part in activities such as gymkhana games and Grade testing in horse care and riding skills. All participants have improved in their physical well-being and social development. |
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
|
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The Charity is implementing a nominal charge to riders in Sept 2024 to help towards increasing costs of running riding sessions to decrease using the Charitie’s savings to continue to operate. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We have a reserves policy to hold a minimum of 3 years running costs and reserves to cover fluctuations in receipts or payments to meet future needs and to cover contingencies and possible risks. |
| Amount of reserves held | Para 1.22 | £40000 |
| Reasons for holding zero reserves |
Para 1.22 | n/a |
| Details of fund materially in deficit |
Para 1.24 | 0 |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | n/a |
Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other
Structure, Governance and Management
| Description of charity’s trusts: |
Constitution | |
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | CIO Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Association |
| 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 Voting Members |
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 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Norwich and District Group Riding for the Disabled |
|---|---|
| Other name the charity uses | n/a |
| Registered charity number | 1178154 |
| Charity’s principal address | Willow House 57 Ollands Road Reepham Norfolk NR104EL |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Christine Stone | President | Members | ||
| Helen Woolley | Chairman | Members | ||
| Inge Smith | Treasurer | Members | ||
| Carole Bull | Secretary | Members | ||
| Gillian Wheatley | Members | |||
| Victoria Matthews | Members | |||
| Kate Broom | Members | |||
| Victoria Wharton | Members | |||
| Diana Owen | Members | |||
– Corporate trustees names of the directors at the date the report was approved Director name n/a
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| n/a | ||
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 adviser |
Name Address |
Name Address |
|---|---|---|
| n/a | ||
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
n/a
Other optional information
n/a
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Helen Woolley
Position (eg Secretary, Chair Chair, etc)
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Date
30/12/2024
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NORWICH AND DISTRICT GROUP RDA
Receipts and Payments Account year ended 31 March 2023
| RECEIPTS NOTES Rider Fees (d) Rider Donatons ( c ) Other Donatons (a) Gif Aid Fundraising (b) Sundary Income Interest from Charity Bank PAYMENTS Riding School Fees & Insructor Expenses Subscripton/Insurance Expenses - Travel, Secretarial & Professional Fees Sundaries, Conference Fees & Equipment Bank Charges SURPLUS (DEICIT) OF FRECEIPTS OVER PAYMENTS FOR THE YEAR Notes to the Accounts (a) Other Donatons Donatons (b) J stebbings 100 Maggie use of donated material 50 Reepham Post Ofce collecton box 245.12 Aylsham show 500 Friends of Mundesley 500 Paypal 173.27 Mercury communicatons Collected afer year end Exors of Pauline Howes 25.00 Exors malclm Howes 93.77 Christne Stone 44.00 Totals 1731.16 ( C ) Rider Donatons Cash at sessions 286.18 |
2024 740 306.18 1599.45 0 20 362.98 3028.61 3677.5 460 1312.63 1185.35 0 -6635.48 -3606.87 Fundraising Amount Sale of Sweatshirts 20 20 |
2024 740 306.18 1599.45 0 20 362.98 3028.61 3677.5 460 1312.63 1185.35 0 -6635.48 -3606.87 Fundraising Amount Sale of Sweatshirts 20 20 |
|---|---|---|
| Fundraising Sale of Sweatshirts |
||
| 20 | ||
(d) Rider fees commenced from 2/11/2023 for non Bure Academy riders
2023 2022
| 333 | 413 |
|---|---|
| 1333.27 | 3312 |
| 0 | 81 |
| 494.79 | 682 |
| 0 | 0 |
| 200.55 | 65 |
| 2361.61 | 4553 |
| 3043 | 1245 |
| 460 | 411 |
| 331.7 | 91 |
| 888.76 | 709 |
| 67 | |
| 4723.46 | 2456 |
| -2361.85 | 2097 |
NORWICH & DISTRICT GROUP RDA
BALANCE SHEET AS AT 31 MARCH 2024
| Notes INVESTMENTS QUILTER (Old Mutual) NAT WEST savings Account CURRENT ASSESTS NAT WEST, Current Account The Charity Bank, Savings Account CURRENT LIABILITIES Outstanding cheques ACCUMULATED FUND Balance brought forward Surplus (Defcit) for the period |
2022 2023 2024 43689 39814 0 3234 2543.86 43,756.07 18329 16529.75 12892.73 21563 19073.61 0 56648.8 -12 0 0 21551 19073.61 56648.8 19454 21551 19073.61 2097 -2477.39 37575.19 21551 19073.61 56648.8 |
|---|---|
2023 * Value at 23 january 2023. Charges for year 30 Jan 2022 to 29 Jan 2023 £278.23 * ** 11/4/23 to include delayed cash deposit ** *** 31 mar 2023. Interest received from April 2022 to 31 Mar 2023 is £195.55 ***
2024
Awaitng set up of new NatWest Savings account to transfer excess cash to high interest savings Balance includes £41182.06 following cancellation of Quilter investment £362.98 credit interest received for the year.