**To** ## **Trustees' Annual Report for the period** Period start date Period end date Day01 Month04 Year2024 Day31 Month03 Year2025 **From** ## Section A Reference and administration details **Charity name** Assistance Dog Assessment Association **Other names charity is known by** ADAA **Registered charity number (if any)** 1191180 **Charity's principal address** 61 Bridge Street Kington Herefordshire **Postcode HR5 3DJ** ## **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)**| |---|---|---|---|---| ||Kirsten Dillon|Chair||| ||Sandra Fraser|||| ||Selina Valentine|||| ||Peter Gorbing|||| ||Richard Mearns|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **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** 1 ## **Names and addresses of advisers (Optional information)** **Type of adviser Name Address** ## **Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document Constitution 24[th] August 2020 - (eg. trust deed, constitution) How the charity is constituted CIO - (eg. trust, association, company) Trustee selection methods Appointed by existing trustees - (eg. appointed by, elected by) ## **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 March **2012** **TAR** 2 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. 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. **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)** ## **Additional details of objectives and activities (Optional information)** March **2012** **TAR** 3 During the year, the trustees have undertaken the following: • Continued to offer assessments to all disabilities. - Worked with the CAA & Airlines to provide services to this - sector. - Successfully carried out aviation assessments. - Recruited new Assessors. You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. ## Section D Achievements and performance March **2012** **TAR** 4 Section D Achievements and performance ADAA continuing to grow with an increase in applications being received **Summary of the main** from a variety of sources. The number of qualified assistance dog teams **achievements of the charity** has increased, as has the number of assessors we have throughout the **during the year** UK. March **2012** **TAR** 5 ## **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 held funds of £16,465.99 at year end. - 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 F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** Peter Gorbing **Full name(s)** Selina Valentine **Position (eg Secretary, Chair,** Trustee Trustee **etc)** March **2012** **TAR** 6 Date 12, August 2025 TAR March 2012 2024-2025 Yr End Total Income £16,247.20 Total Expenditure £16,131.42 Profit £115.78 |Income||||||||| |---|---|---|---|---|---|---|---|---| ||Total|Zettle||Wix|PayPal||Other/Donations|Savings| |Apr-24|£299.55||£238.87|£0.00||£0.00|£60.68|£0.00| |May-24|£909.12||£229.12|£0.00||£0.00|£180.00|£500.00| |Jun-24|£141.29||£121.87|£0.00||£0.00|£19.42|£0.00| |Jul-24|£146.34||£97.49|£0.00||£0.00|£48.85|£0.00| |Aug-24|£1,112.93||£43.88|£0.00||£0.00|£245.05|£824.00| |Sep-24|£712.44||£263.24|£176.02||£0.00|£273.18|£0.00| |Oct-24|£712.35||£192.07|£201.07||£0.00|£319.21|£0.00| |Nov-24|£1,123.16||£442.64|£548.37||£0.00|£132.15|£0.00| |Dec-24|£849.28||£238.87|£600.90||£0.00|£9.51|£0.00| |Jan-25|£351.41||£213.52|£125.89||£0.00|£12.00|£0.00| |Feb-25|£744.49||£361.72|£382.77||£0.00|£0.00|£0.00| |Mar-25|£9,144.84||£223.27|£554.27||£0.00|£8,367.30|£0.00| |TOTAL|£16,247.20||£2,666.56|£2,589.29||£0.00|£9,667.35|£1,324.00| Expenditure ||Total|Assesors|Postal|Admin/Pre Ass Other|| |---|---|---|---|---|---| |**Month**|||||| |Apr-24|£266.00|£153.33|£20.90|£45.00|£46.77| |May-24|£917.54|£463.70|£56.69|£0.00|£397.15| |Jun-24|£22.44|£0.00|£10.45|£0.00|£11.99| |Jul-24|£222.94|£75.80|£32.68|£0.00|£114.46| |Aug-24|£1,410.17|£124.69|£18.99|£824.00|£442.49| |Sep-24|£100.93|£58.10|£3.25|£0.00|£39.58| |Oct-24|£113.60|£56.80|£0.00|£0.00|£56.80| |Nov-24|£655.07|£348.10|£13.40|£0.00|£293.57| |Dec-24|£646.88|£67.95|£0.00|£195.00|£383.93| |Jan-25|£1,091.24|£425.41|£19.80|£140.00|£506.03| |Feb-25|£1,061.64|£69.76|£6.55|£289.90|£695.43| |Mar-25|£9,622.97|£461.95|£37.30|£533.70|£8,590.02| |TOTAL|£16,131.42|£2,305.59|£220.01|£2,027.60|£11,578.22|