
## **Trustees' Annual Report for the period** 

## **From** 

Period start date Period end date 

**To** 

Day 07 Month Sept Year 2020 

Day 01 Month Apr Year 2021 

## Section A                        Reference and administration details 

March **2012** 

**TAR** 

1 



## **Charity name** 

Assistance Dog Assessment Association 

**Other names charity is known by** 

ADAA 

**Registered charity number (if any)** 

1191180 

March **2012** 

**TAR** 

2 



**Charity's principal address** 

14 Oakcroft, Stagsden, Bedford, Bedfordshire 

## **Postcode MK43 8SF** 

## **Names of the charity trustees who manage the charity** 

**Trustee name Office (if any) Dates acted if not for whole year** 

March **2012** 

**TAR** 

3 



**Name of person (or body) entitled to appoint trustee (if any)** 

1 

Peter Gorbing 

2 

Sandra Fraser 

3 

Kirsten Dillon 

Selina Valentine 

4 

March **2012** 

**TAR** 

4 



5 

6 

7 

8 

Robert Stuhldreer 

01.01.2020 - 28.03.2021 

9 

March **2012** 

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5 



io
li
12
13
TAR
March 2012

14
15
16
17
18
TAR
March 2012

19 

20 

## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** 

**Name Dates acted if not for whole year** 

March **2012** 

**TAR** 

8 



## **Names and addresses of advisers (Optional information)** 

## **Type of adviser Name Address** 

## **Name of chief executive or names of senior staff members (Optional information)** 

March **2012** 

**TAR** 

9 



## **Section B              Structure, governance and management** 

## **Description of the charity’s trusts** 

## Type of governing document 

(eg. trust deed, constitution) 

Constitution 24[th] August 2020 

How the charity is constituted 

(eg. trust, association, company) 

CIO 

Trustee selection methods 

(eg. appointed by, elected by) 

Appointed by existing trustees 

## **Additional governance issues (Optional information)** 

You **may choose** to include additional information, where relevant, about: 

- policies and procedures adopted for the induction and training of trustees; 

- the charity’s organisational structure and any wider network with which the charity works; 

- relationship with any related parties; 

- trustees’ consideration of major risks and the system and procedures to manage them. 

## **Section C                    Objectives and activities** 

## **Summary of the objects of the charity set out in its governing document** 

- ‘To relieve the needs of people with disabilities who depend on a privately trained assistance dog for the public benefit by: 

   - (a) Providing an independent assessment and accreditation to enable such people to use the assistance dog in accessing public spaces such as supermarkets, restaurants or on public transport with confidence; 

   - (b) Raising public awareness of the needs of people with disabilities who depend on assistance dogs in public places’. 

Nothing in this constitution shall authorise an application of the property of the CIO for the purposes which are not charitable in accordance with section 7 of the Charities and Trustee Investments (Scotland) Act 2005 and section 2 of the Charities Act (Northern Ireland) 2008. 

## **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** 

March **2012** 

**TAR** 

10 



The trustees are fully aware of their responsibility to have regard to the public benefit when determining activities to be undertaken. The Objects of the charity are framed around the idea that assistance dog owners and members of the public will benefit from well-trained dogs and education around the needs of those people who depend on assistance dogs. The work of the charity is totally focussed on working to those outcomes. 

## **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. 

During the year, the trustees have undertaken the following: 

- Drawn up an assessment process 

- Put together an application process 

- Drawn up policies to support the service – Code of Conduct, safeguarding, data protection, risk, complaints 

- Produced initial marketing materials 

- Piloted assessments with three people 

## Section D                      Achievements and performance 

The trustees have now put in place the infrastructure to start **Summary of the main** carrying out assessments for members of the public. **achievements of the charity during the year** 

March **2012** 

**TAR** 

11 



## **Section E                    Financial review** 

Our charity does not have a reserves policy. 

**Brief statement of the charity’s policy on reserves** 

**Details of any funds materially in deficit** 

## **Further financial review details (Optional information)** 

You **may choose** to include additional information, where relevant about: 

- the charity’s principal sources of funds (including any fundraising); 

- how expenditure has supported the key objectives of the charity; 

- investment policy and objectives including any ethical investment policy adopted. 

## **Section G                    Declaration** 

## **The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

**Signature(s)** 


March **2012** 

**TAR** 

12 



**Full name(s)** 

Selina Valentine 

Peter Gorbing 

**Position (eg Secretary, Chair, etc)** 

## Trustee 

**Date** 

## 28.01.2022 

March **2012** 

**TAR** 

13 



|**Month**<br>09/20<br>10/20<br>11/20<br>12/20<br>01/21<br>02/21<br>03/21<br>Total|**In**<br>**Out**<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>£364.00<br>£13.80<br>£88.00<br>£35.16|
|---|---|
||£452.00<br>£48.96|



