Exeter Equine Care Trust 1188994 Receipts and payments accounts CC16a For the period 1/1/22 31/12/22 To from Section A Receipts and payments Unrestricted Endowment Restricted funds Total funds Last year funds funds to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ A1 Receipts
| A1 Receipts | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Donations | - | 548- | - | -- | - | -- | - | 548- | - | 572- | ||||||||||
| Fundraising proceeds | - | -- | - | -- | - | -- | - | -- | - | 300- | ||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | 548- | - | -- | - | -- | - | 548- | - | 872- | |||||||||||
| Sub total(Gross income for AR) |
| A2 Asset and investment sales, (see | ||||||||||||||||||||
| table). | ||||||||||||||||||||
| - | -- | - | -- | - | -- | - | -- | |||||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| Sub total | - | -- | - | -- | - | -- | - | -- | - | -- | ||||||||||
| **Total receipts ** | - | 548- | - | -- | - | -- | - | 548- | - | 872- | ||||||||||
| A3 Payments | ||||||||||||||||||||
| Administration (online) | - | 64- | - | -- | - | -- | - | 64- | - | -- | ||||||||||
| Veterinary fees | - | 1,037- | - | -- | - | -- | - | 1,037- | - | -- |
CCXX R1 accounts (SS)
30/04/2024
1
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| **Sub total ** | - | 1,101- | - | -- | - | -- | - | 1,101- | - | -- |
| A4 Asset and investment | ||||||||||||||||||||
| purchases, (see table) | ||||||||||||||||||||
| - | -- | - | -- | - | -- | - | -- | |||||||||||||
| - | -- | - | -- | - | -- | - | -- | |||||||||||||
| **Sub total ** | - | -- | - | -- | - | -- | - | -- | ||||||||||||
| **Total payments ** | - | 1,101- | - | -- | - | -- | - | 1,101- | - | -- | ||||||||||
| **Net of receipts/(payments) ** | - | 553- | - | -- | - | -- | - | 553- | - | 872- | ||||||||||
| A5 Transfers between funds | - | -- | - | -- | - | -- | - | -- | - | -- | ||||||||||
| A6 Cash funds last year end | - | 3,426- | - | 500- | - | -- | - | 3,926- | - | 3,054- | ||||||||||
| **Cash funds this year end ** | - | 2,873- | - | 500- | - | -- | - | 3,373- | - | 3,926- |
Section B Statement of assets and liabilities at the end of the period
| Unrestricted | Restricted funds | Restricted funds | Endowment | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Categories | Details | funds | funds | ||||||||||||||
| to nearest £ | to nearest £ | to nearest £ | |||||||||||||||
| B1 | Cash | funds | Bank | - | 2,873- | - | 500- | - | -- | ||||||||
| - | -- | - | -- | - | -- | ||||||||||||
| - | -- | - | -- | - | -- | ||||||||||||
| Total cash funds | - | 2,873- | - | 500- | - | -- |
CCXX R2 accounts (SS)
30/04/2024
2
| B2 Other monetary assets B3 Investment assets B4 Assets retained for the charity’s own use |
(agree balances with receipts and payments account (s)) Details |
OK | OK | OK |
|---|---|---|---|---|
| Unrestricted funds to nearest £ |
Restricted funds to nearest £ |
Endowment funds to nearest £ |
||
| Not applicable | - -- |
- -- |
- -- |
|
| - -- |
- -- |
- -- |
||
| - -- |
- -- |
- -- |
||
| - -- |
- -- |
- -- |
||
| - -- |
- -- |
- -- |
||
| - -- |
- -- |
- -- |
||
| Current value (optional) |
||||
| - -- |
||||
| - -- |
||||
| - -- |
||||
| - -- |
||||
| - -- |
||||
| Current value | ||||
| Details Not applicable |
belongs |
Cost (optional) - -- - -- - -- - -- - -- - -- |
(optional) |
|
| Not applicable | - -- |
- -- |
||
| - -- |
- -- |
|||
| - -- |
- -- |
|||
| - -- |
- -- |
|||
| - -- |
- -- |
|||
| - -- |
- -- |
CCXX R3 accounts (SS)
30/04/2024
3
B5 Liabilities
Signed by one or two trustees on behalf of all the trustees
| - | -- | - | -- | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| - | -- | - | -- | |||||||
| - | -- | - | -- | |||||||
| Fund to which | Amount due | When due | ||||||||
| Details | liability relates | (optional) | (optional) | |||||||
| Not applicable | - | -- | ||||||||
| - | -- | |||||||||
| - | -- | |||||||||
| - | -- | |||||||||
| - | -- | |||||||||
| Signature | Name | Date of approval | ||||||||
| Kate Hoskins (Trustee) | 04/12/23 | |||||||||
| Sonia Lowe (Trustee) | ||||||||||
| 04/12/23 |
CCXX R4 accounts (SS)
30/04/2024
4
Trustees’ Annual Report for the period
From 1st January 2022 To 31st December 2022
Charity name: Exeter Equine Care Trust
Charity registration number: 1188994
Objectives and Activities
Exeter Equine Care Trust was established as a charity for the following purpose:-
Activities during the period:-
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To promote humane behaviour towards animals by providing appropriate care, protection, treatment and security for horses which are in need of care and attention as a result of their owners being unable to care for them, or rehome them by providing a home for as long as needed where the horse’s retirement, behavioural or health needs will be managed, and where possible, they will be rehomed safely elsewhere. To educate the public in matters pertaining to equine welfare and the prevention of cruelty and suffering. |
| 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 primary focus for 2022 became ensuring sufficient volunteer support was available to meet the welfare needs of retired horses and encourage community groups to engage in activities. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees have complied with our duty to have due regard to the commission's public benefit guidance when exercising any powers or duties to which the guidance is relevant. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | ||
| Policy on grant making | Para 1.38 | Not applicable |
| Policy on social investment including program related investment |
Para 1.38 | Not applicable |
| Contribution made by volunteers |
Para 1.38 | Trustees would like to thank the daily contribution from volunteers without whom we would not be able to operate. |
| Other | Not applicable | |
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 | Working with the riding school located on site the charity was able to interact with the public at events to promote equine welfare, and run an inclusive volunteer programme which provides opportunities for personal wellbeing, good health and learning through interaction with the horses. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | Not applicable | ||
| Performance of fundraising | Not applicable | |||
| activities against objectives | Para 1.41 | |||
| set | ||||
| Investment performance | Para 1.41 | Not applicable | ||
| against objectives | ||||
| Other | Not applicable | |||
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Total receipts on unrestricted funds were £548 from donations. Payments of £1102 to care for retired horses were made during 2022. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The Trustees have an agreed aim to establish unrestricted reserves of £6k being sufficient to support 4 horses extra-ordinary needs for a year. |
| Amount of reserves held | Para 1.22 | £3,374 |
| Reasons for holding zero reserves |
Para 1.22 | Not applicable |
| Details of fund materially in deficit |
Para 1.24 | Not applicable |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Not applicable |
Additional information (optional) You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Not applicable |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | Not applicable |
| A description of the principal risks facing the charity |
Para 1.46 | Not applicable |
| Other | Not applicable | |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | We are are a Charitable Incorporated Organisation (CIO) registered with the Charity Commission on 9 April 2020, registration number 118894 |
| 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 | Trustees are nominated and elected according to the adopted constitution. During the period there were no changes to the initially appointed Trustees. Meetings are chaired by appointment amongst attending Trustees at each meeting. |
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 | Not applicable |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Not applicable |
| Relationship with any related parties |
Para 1.51 | Not applicable |
| Other | Not applicable | |
Reference and Administrative details
| Charity name | Exeter Equine Care Trust |
|---|---|
| Other name the charity uses |
| Registered charity number | 1188994 | ||
| Charity’s principal address | Hilltop Riding School | ||
| Pennsylvania Road | |||
| Exeter | |||
| EX4 5BN | |||
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 (if any) |
|---|---|---|---|
| Janet Portbury | |||
| Sonia Lowe | |||
| Claire Green | |||
| Kate Hoskins | |||
– Corporate trustees names of the directors at the date the report was approved Director name Not applicable
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| Not applicable | ||
Funds held as custodian trustees on behalf of others
Description of the assets NONE held in this capacity Name and objects of the Not applicable charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for Not applicable safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
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) | Names and addresses of advisers (Optional information) |
|---|---|---|---|
| Type of adviser Name Address |
|||
| Not applicable | |||
| Name of chief executive or names of senior staff members (Optional information) | |||
| Not applicable | |||
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Not applicable
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature | ||
|---|---|---|
| Full name(s) | Katherine Hoskins |
Sonia Lowe |
| Position | Treasurer | Trustee |
| Date | 15 April 2024 |
15 April 2024 |