This annual report has been prepared using Trustees' annual report template (SORP FRS 102) https://assets.publishing.service.gov.uk/government/uploads/sy stem/uploads/attachment_data/fle/562574/TAR_new.pdf
ANNUAL REPORT AND ACCOUNTS 2021-2022
Trustees’ Annual Report for the period
From 6 April 2021 To 5 April 2022
Charity name: Wenlo Riding for the Disabled Association Incorporating Carriage Driving
Charity registration number: 1073408 (Unincorporated Charity) 1191961 (CIO)
Objectives and Activities
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SORP reference
Summary of the Para 1.17 To promote the objects of the Riding for the
purposes of the charity Disabled Association incorporating Carriage
as set out in its Driving A UK Company Limited by Guarantee No
governing document 5010395
A Charity Registered in England & Wales (No
244108) and Scotland (No SC039473) by
providing disabled people with the opportunity
to ride and/or carriage drive to benefit their
health and wellbeing in the
Leicestershire/Nottinghamshire area
Summary of the main Para 1.17 and Our main activities are to offer adults and
1.19
activities in relation to children with disabilities an opportunity to ride
those purposes for the and look after horses to aid their physical,
public benefit, in mental and emotional wellbeing. We aim to
particular, the activities, teach new skills and promote independence by
projects or services
encouraging participants to take charge of their
identified in the horses in a secure environment. As well as
accounts.
riding lessons, we give our riders the
opportunity to ride in the countryside, to take
part in competitions including those organised
by RDA UK, and to enjoy the sensory
experience of being around horses at their own
pace, and we work to develop supportive
relationships with carers and families.
Statement confirming Para 1.18 In planning our activities we keep in mind the
whether the trustees Charity Commission's guidance on public
have had regard to the benefit at our trustee meetings.
guidance issued by the
Charity Commission on
public benefit
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Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference Policy on grant making Para 1.38 N/A
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Policy on social Para 1.38 N/A
investment including
program related
investment
We are an entirely voluntary-run organisation -
Para 1.38 our coaches and even the horses are
Contribution made by volunteers, and some of our participants also
volunteers
volunteer with us. We are grateful for the many
hours of dedicated work from all our
volunteers who do everything from caring for
our horses to assisting in riding/driving
sessions and fundraising.
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Achievements and Performance
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SORP reference
WENLO RDA ASSOCIATION
Chair’s Report for AGM 6 December
2021
Summary of the main
Para 1.20
achievements of the Chair’s Report for AGM 06.12.21
charity, identifying the Covid-19 remains the largest threat to our
difference the charity’s activities and our focus has remained firmly
work has made to the
upon providing safe procedures and protocols
circumstances of its
so that our riders and volunteers continue to
beneficiaries and any
benefit from RDA. Regular reviews of
wider benefits to society
government advice, risk assessments and local
as a whole.
data have been undertaken by the Trustees.
Governance issues are also a high priority and,
following our Incorporation with RDA, we have
changed our bank account and charity
registration accordingly.
Rider numbers have improved, as have the
number of volunteers but, inevitably, some
riders and volunteers have found it impossible
to resume RDA. Mostly this is due to general
prevalence of Covid transmission in the
community and the lack of carers to assist with
facilitating riders to attend. Some riders have
also lost confidence, physical strength and
funding for RDA. Our aim this year has been to
improve the range of activities we offer to
more individuals. To this end we have started
carriage driving sessions using a group of
specially trained volunteers. We are also
organising “tea with a pony” sessions to
combat loneliness, dementia and lack of well-
being amongst older persons.
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Funding for our activities has carried on relentlessly. We have continued support to feed our ponies and cover running costs. Capital improvements have also been made in the form of a new track around the fields at Bowleys Barn Farm. We now have a good quality, safe circular track with a variety of contours, surfaces and sensory experiences which will benefit riders and carriage drivers alike. This is a magnificent asset. Our next capital project will be to improve the reception area to include better and appropriate washing and toilet facilities. Our search for a large horse continues; finding the right horse for the right price has been problematic but we remain optimistic. Our riders have been able to compete in competitions virtually with great success and our volunteers (Dawn, Sharon and Ava) have been recognised by RDA Central for their outstanding contribution to RDA. As retiring Chair, I am very proud of these achievements and those of all our riders, volunteers, donors and supporters. Jane Barton .
Financial Review
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Review of the charity’s Para 1.21 Cash funds held at end of period
financial position at the totalled £22,754.82
end of the period
Of which £7,818.34 unrestricted funds
£10,206.21 restricted funds
£4,730.27 designated funds
Statement explaining Para 1.22 Aim to hold 3-6 months' operating
the policy for holding costs in reserve in line with Charity
reserves stating why Commission general guidance for
they are held groups [1]
Amount of reserves held Para 1.22 Unrestricted: £7,818.34
Restricted: £10,206.21
Designated: £4,730.27
Restricted reserves at end of
accounting period are held for:
Completion of specified projects
(riding track and viewing platform);
Purchase of a new horse and related
costs (when a suitable horse is
found);
Certain equipment for use in
riding/driving sessions.
Designated funds at end of
accounting period are set aside for:
Horse purchase, as above;
Costs associated with care for Wenlo
horse, when purchased.
Reasons for holding zero Para 1.22 N/A
reserves
Details of fund materially Para 1.24 N/A
in deficit
Explanation of any Para 1.23 N/A
uncertainties about the
charity continuing as a
going concern
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Additional information (optional)
You may choose to include further statements where relevant about:
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Direct donations, fundraising events
organised by our charity volunteers,
The charity’s principal donations from other fundraising
sources of funds Para 1.47 groups, grants
(including any
fundraising)
Investment policy and Money set aside for emergency
objectives including any Para 1.46 expenditure for Wenlo RDA's horse is
social investment policy kept in an HSBC Business Saver
adopted account.
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1 https://www.gov.uk/government/publications/charities-and-reserves-cc19/charities-andreserves#explaining-reserves-in-the-annual-report
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Para 1.46
A description of the Wenlo RDA maintains a regularly
principal risks facing the updated Risk Register and this can be
charity provided on request.
Other
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Structure, Governance and Management
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Description of charity’s
trusts:
Type of governing Para 1.25 Constitution (RDA UK Standard
document Constitution for Unincorporated Group
for charity number 1073408;
RDA UK Standard Constitution for CIO
Group for charity number 1191961)
How is the charity Para 1.25 Charitable Incorporated Organisation
constituted? (CIO)
Trustee selection Para 1.25 Trustees are elected at the AGM which
methods including is usually held in December. One third
details of any of the Trustees are required to retire
constitutional provisions at each AGM but may be re-elected.
e.g. election to post or Trustees are required to declare any
name of any person or conflict of interest/personal interest.
body entitled to appoint
one or more trustees
Additional information (optional)
You may choose to include further statements where relevant about:
New trustees are given RDA UK's
Trustee Welcome Pack
Policies and procedures Trustees participate in relevant
adopted for the Para 1.51 training and courses organised by
induction and training of RDA UK including Safeguarding and
trustees Governance training.
The charity’s Wenlo RDA is a member group of RDA
organisational structure Para 1.51 UK (charity number 244108), in the
and any wider network North Midlands region
with which the charity
works
Relationship with any Para 1.51 N/A
related parties
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Reference and Administrative details
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Charity name Wenlo Riding for the Disabled Association
Incorporating Carriage Driving
Other name the charity Wenlo RDA
uses
Registered charity 1073408 (Unincorporated charity)
number 1191961 (CIO)
Charity’s principal Bowleys Barn Farm
address Stanford Lane
Normanton on Soar
LOUGHBOROUGH
LE12 5ER
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Names of the charity trustees who manage the charity
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Name of person (or
Dates acted if not for body) entitled to
Trustee name Office (if any)
whole year appoint trustee (if
any)
JANE BARTON CHAIR (UNTIL To 6 Dec 2021 N/A
1
DECEMBER 2021)
2 JANE CORRALL SECRETARY N/A N/A
3 CLAIRE MADEN TREASURER N/A N/A
4 MARIA HOLDAWAY N/A N/A
SHARON GARNER CHAIR (FROM N/A N/A
5
DECEMBER 2021)
CLARE BUTLER Elected as Trustee at AGM
6
on 6 Dec 2021
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Corporate trustees – names of the directors at the date the report was approved
N/A
Name of trustees holding title to property belonging to the charity
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 N/A for safe custody and segregation of such assets from the charity’s own assets
Exemptions from disclosure
Reason for non-disclosure of key personnel details
N/A
Other optional information
As noted above, Wenlo RDA became a Charitable Incorporated Organisation (CIO) during the 2021-22 accounting year, transitioning activities to the CIO from August 2021 onwards. All Wenlo's activities are now conducted through the CIO.
Accounts
- 1073408 (Unincorporated Charity) active until August 2021
| INCOME | To the nearest £ | To the nearest £ | ||
|---|---|---|---|---|
| Unrestrict | Restricte | TOTAL TO | ||
| ed | d | NEAREST £1 | ||
| DONATIONS | 3,420 | 3,420 | ||
| FUNDRAISING | 375 | 375 | ||
| GRANTS | 0 | 0 | ||
| GIFT AID | 367 | 367 | ||
| COMPETITION FEES | 247 | 247 | ||
| MISC | 900 | 900 | ||
| INTEREST* | - | |||
| *interest earned was less than £1 in the | ||||
| period | ||||
| TOTAL RECEIPTS | 5,309 | 0 | 5,309 | |
| To the nearest £ | ||||
| Unrestrict | Restricte | TOTAL TO | ||
| EXPENDITURE | ed | d | NEAREST £1 | |
| BANK CHARGES | 5 | 5 | ||
| HORSE CARE | 1,980 | 1,980 | ||
| TRAVEL/ASSESSMENT/TRAINING | 223 | 223 | ||
| INSURANCE/MEMBERSHIP | 979 | 979 | ||
| STATIONERY/ADMIN | 58 | 58 | ||
| COMPETITIONS | 321 | 321 | ||
| EQUIPMENT/MAINTENANCE | 1,419 | 1,419 | ||
| TOTAL EXPENDITURE | 4,985 | 4,985 | ||
| RESERVES AT FINANCIAL YEAR | ||||
| END | ||||
| All reserves were transferred to | ||||
| CIO | ||||
- 1191961 (CIO) active from August 2021 onwards.
All assets of Unincorporated Charity were transferred to CIO.
| INCOME | To the nearest £ | To the nearest £ | |
|---|---|---|---|
| TOTAL | |||
| Unrestrict | Restrict | FUNDS TO | |
| ed | ed | NEAREST £1 | |
| DONATIONS | 1,880 | 1,880 | |
| FUNDRAISING | 1,950 | 1,950 | |
| GRANTS | 500 | 2,500 | 3,000 |
| INTEREST* | 0 | ||
| *Interest earned less than £1 | |||
| TOTAL RECEIPTS | 4,330 | 2,500 | 6,830 |
| EXPENDITURE | To the nearest £ | ||
| TOTAL | |||
| EXPENDITUR | |||
| Unrestrict | Restrict | E TO | |
| ed | ed | NEAREST £1 | |
| BANK CHARGES | 19 | 19 | |
| TRAVEL | 90 | 90 | |
| STATIONERY/ADMIN/COMPETITION ENTRIES | 114 | 114 | |
| PROJECTS | 0 | 193 | 193 |
| EQUIPMENT/MAINTENANCE | 30 | 30 | |
| TOTAL EXPENDITURE | 253 | 193 | 446 |
| RESERVES AT FINANCIAL YEAR END | To the nearest £1 | ||
| RESTRICTED | 10,206 | ||
| UNRESTRICTED - DESIGNATED | 4,730 | ||
| UNRESTRICTED - FREE | 7,818 | ||
| TOTAL | 22,754 |