## Trustees’ Annual Report for the period
From 1 April 2020 To 31 March 2021
Charity name: Dog Assistance in Disability
Charity registration number: 1178719
## Objectives and Activities
|Summary of the
purposes of the charity
as set out in its
governing document|The training and instruction of dogs to act as efficient and safe
companions and assistance dogs for people with physical
disabilities. To train and educate people with physical disabilities
in the proper safe use of dogs; as assistants and companions
and to provide such additional dog training related services and
facilities for the relief of people with physical disabilities as the
organisation shall from time to time deem fit.|
|---|---|
|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.|Dog A.I.D. enables people with physical disabilities to improve
their quality of life by providing volunteer trainers to help them to
train their own pet dogs to be a safe and sociable companion,
leading to training tasks to help the client with everyday life, with
the ultimate goal of achieving assistance dog status and greater
levels of independence.
Dog A.I.D. trains volunteers and supports people with physical
disabilities to develop quality assured Assistance Dog
partnerships. Training takes up to two years, with both dog and
owner receiving specialist education from our network of trainers
and attain fully qualified Assistance Dog status through three
distinct stages.|
|Statement confirming
whether the trustees
have had regard to the
guidance issued by the
Charity Commission
on public benefit|The Trustees confirm that they have complied with the duty in
Section 4 guidance on public benefit.|
## Additional information
|Contribution made by
volunteers|Dog A.I.D’s work would not be possible without the contribution
of volunteers - as trainers, assessors, trustees and helping with
fundraising and support. Over 100 volunteer dog trainers
supported Dog A.I.D. clients in 2020/21.
Fundraising by volunteers was limited in the year due to Covid
19 restrictions.|
|---|---|
Achievements and Performance
At 31 March 2021 the charity supported 107 fully trained assistance dogs.
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.
We are grateful for the support of the following trusts and foundations, among other kind supporters. Thank you all. Alchemy Charitable Trust Douglas Arter Foundation Charles Brotherton Trust Cantiacorum Foundation The Childwick Trust Clarion Welsby Family Foundation The D'Oyly Carte Charitable Trust Eveson Charitable Trust Thomas Farr Charity Haramead Trust Hawthorne Charitable Trust The Hemby Trust The Thomas J Horne Memorial Trust The Albert Hunt Trust Edgar E Lawley Foundation Marsh Christian Trust Masonic Charitable Foundation National Lottery Awards for All Thomas Roberts Trust Spurrell Charitable Trust Tesco Bags of Help Roger and Douglas Turner Charitable Trust The Woodroffe Benton Foundation
Many thanks to our Patron, Roger Jefcoate CBE DL, who works tirelessly on Dog A.I.D.’s behalf, and also our corporate supporter Natural Instinct, which continues to support our work in many ways.
The Trustees are also very grateful to our staff team whose dedication and hard work makes such a difference to support people with physical disabilities and our volunteers.
In April 2021 our longstanding trustee, Sandra Fraser retired and has kindly agreed to become a Patron. She has our heartfelt thanks for her years of tireless support and leadership.
## Financial Review
|Review of the charity’s
financial position at the
end of the period|In the year the charity generated an overall surplus of receipts
less payments of £23,476 (there was a surplus on Restricted
Funds of £73,717 and a deficit on Unrestricted Funds of
£50,241).
Both receipts and payments were reduced by the impact of
Covid restrictions:
no face-to-face training with its clients,
limited merchandise sales,
no fundraising events.
The charity made limited use of the Covid-19 furlough scheme, a
total of £11,689 received and is disclosed as government grants.|
|---|---|
|Statement explaining
the policy for holding
reserves stating why
they are held|The charity aims to hold a minimum six months of operating
costs plus property lease expenditure for the unexpired portion
of the office lease, as free reserves to provide stability and as a
precaution against an unexpected decline in income.|
|Amount of reserves
held|The level of free reserves at the end of the financial year stood
at £79,158, being £25,424 cash and £53,734 Charifund
investment (2020: £111,790).
The balance of Restricted Funds is greater than normal
because:
Covid-19 restrictions curtailed some activities, and
Funding for planned expenditure in 2021/22 was
received before the financial year end.|
## Additional information
|The charity’s principal
sources of funds
(including any
fundraising)|Dog A.I.D’s principal sources of funding are grants from
Charitable Trusts and Foundations. The charity’s community
fundraising activities have been affected by the Covid-19 crisis
during 2020/21.|
|---|---|
|A description of the
principal risks facing
the charity|The trustees maintain a Risk Register as part of their Business
Continuity and Risk Plan.|
|Other|In 2020 the trustees renewed and signed a five year lease for
the charities office with a three year break clause.
The Transfer of £5,290 between Restricted and Unrestricted
Funds reflects certain transactions in 2019/20 that were not|
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reported as restricted funds in that year. These are:
£
Donations and Legacies 9,000
Less:
Employment Costs 10,000
Client Delivery Costs 4,290
Net 5,290
From 1 April 2021, the trustees committed the charity to
becoming a Real Living Wage employer and updated salaries to
reflect this.
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## Structure, Governance and Management
|Type of governing
document|Constitution dated 7thJune 2018|
|---|---|
|How is the charity
constituted?|Charitable Incorporated Organisation (CIO)|
|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|Client and Trainer representatives are elected at the Annual
General meeting.
Other trustees are appointed through open recruitment for
identified skills and experience needed by the Board of
Trustees.|
## Additional information
|Policies and
procedures adopted
for the induction and
training of trustees.|Training for trustees on legal duties, responsibilities and
liabilities of trustees and induction on the charities governance
policies and procedures is provided.
In addition, an experienced trustee is appointed as a mentor for
new trustees covering their legal duties, responsibilities and
liabilities as trustees and induction on the charities governance
policies and procedures.|
|---|---|
|The charity’s
organisational
structure and any
wider network with
which the charity
works|Dog A.I.D is an accredited member of Assistance Dogs UK.|
## Reference and Administrative details
|Reference and Administrative details|Reference and Administrative details|
|---|---|
|Charity name
Dog Assistance in Disability||
|Other name the charity uses
Dog A.I.D.||
|Registered charity number
1178719||
|Charity’s principal address|Early World House,
7 Darwin Court,
Clayton Way,
Oxon Business Park
Bicton Heath
Shrewsbury
SY3 5AL|
## Names of the charity trustees who manage the charity
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Name of person
Dates acted if not for whole (or body) entitled
Trustee name Office (if any)
year to appoint
trustee (if any)
Belinda Johnson Chair from Appointed 18/2/2021
18/2/2021 to
1 6/8/2021 and
Secretary from
6/8/2021
2 Sandra Fraser Resigned 18/2/2021
Caroline Lewis Treasurer Resigned 31/7/2021
3 (resigned
14/11/2020)
4 Margaret Russell Secretary Resigned 15/2/2021
Teresa Court Client
5
Representative
6 Isobel Michael
Robert Moore Client
7
Representative
Debbie Broomfield Co-Chair from Appointed 24/10/2020
8
6/8/2021
Lynn Stacey Co-Chair from Appointed 24/11/2020 Trainer
9
6/8/2021 Representative
Jonathan Treasurer from Appointed 14/11/2020
10 Attenborough 14/11/2020 to
15/2/2020
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Names of the charity trustees who manage the charity
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Name of person
Dates acted if not for whole (or body) entitled
Trustee name Office (if any)
year to appoint
trustee (if any)
11 Andrew Binks Treasurer Appointed 15/2/2021
12 Mitch Payne Appointed 30/4/2021
13 Ema Davies Resigned 5/8/2020
14 Amanda Devlin Resigned 12/7/2020
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## Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
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Signature(s)
Full name(s) Debbie Broomfield Andrew Binks
Position (eg Secretary, Chair,
Co-Chair Treasurer
etc)
Date 7/1/2021 7/1/2021
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Charity Name No (if any)
Dog Assistance in Disability 1178719
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01-Apr-20 31-Mar-21
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations and legacies 29,211 83,460 - 112,671 216,639
Government Grants 11,689 - - 11,689 -
Charitable Activities 7,677 - - 7,677 12,639
Other Trading Activities 2,658 - - 2,658 9,305
Fundraising and Events 3,902 - - 3,902 7,274
Other 803 - - 803 4,125
- - - - -
- - - - -
Sub total (Gross income for AR) 55,940 83,460 - 139,400 249,982
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 55,940 83,460 - 139,400 249,982
A3 Payments
Employment Costs 77,252 2,878 - 80,130 84,928
Office Support Costs 13,273 2,454 - 15,727 18,521
Premises Costs 9,372 - - 9,372 12,929
Purchase of Goods for Resale 1,696 - - 1,696 10,099
Client Delivery Costs 3,278 4,411 - 7,689 34,125
Fundraising and Events 828 - - 828 16,986
Trustee expenses 482 - - 482 1,550
- # - - - -
- - - - -
Sub total 106,181 9,743 - 115,924 179,138
A4 Asset and investment
purchases, (see table)
Charifund - - - - 40,000
- - - -
Sub total - - - - 40,000
Total payments 106,181 9,743 - 115,924 219,138
Net of receipts/(payments) - 50,241 73,717 - 23,476 30,844
A5 Transfers between funds 5,290 - 5,290 - - -
A6 Cash funds last year end 70,375 21,500 - 91,875 61,032
Cash funds this year end 25,424 89,927 - 115,351 91,876
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CCXX R1 accounts (SS)
19/01/2022
1
## Section B Statement of assets and liabilities at the end of the period
|Categories
Signed by one or two trustees on
behalf of all the trustees
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets
accounts (SS)|Signature
NI and PAYE due to HMRC
Details
Bank
Cash and PayPal
Details
Total cash funds
(agree balances with receipts and
payments account(s))
Details
Details
Charifund
Details
2|Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
25,312
89,927
112
-
-
-
25,424
89,927
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
Unrestricted
53,000
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
Unrestricted
2,502
-
-
-
-
Print Name
Debbie Broomfield
Andrew Binks|Endowment
funds
to nearest £
-
-
-|
|---|---|---|---|
||||-|
||||OK|
||||Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
53,734
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
07/01/2022
07/01/2022
19/01/2022|
CCXX R2 accounts (SS)
## Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name members of Dog Assistance in Disability On accounts for the year 31 March 2021 Charity no 1178719 ended (if any) Set out on pages 1 - 8
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the period ended 31 March 2021.
- Responsibilities and As the charity trustees, you are responsible for the preparation of the basis of report accounts in accordance with the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
- the accounting records were not kept in accordance with section 130 of the Act; or
- the accounts did not accord with the accounting records; or
- the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Signed: Date: 21 January 2022 Name: Jane Tweedie Relevant professional BSc FCA DChA qualification(s) or body (if any): Address: WR Partners Shrewsbury
October 2018
1
IER
SY2 6LG
## Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here details of any items that the examiner wishes to disclose.
October 2018
2
IER