## **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)** **----- Start of picture text -----**
Date
30/12/2024
**----- End of picture text -----**
## 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.