This annual report has been prepared using Trustees' annual report template (SORP FRS 102) https://assets.publishing.service.gov.uk/government/uploads/system/ uploads/attachment_data/file/562574/TAR_new.pdf # **ANNUAL REPORT AND ACCOUNTS 2022-2023** ## **Trustees’ Annual Report for the period** **From 6 April 2022 to 5 April 2023** **Charity name: Wenlo Riding for the Disabled Association Incorporating Carriage Driving** **Charity registration number: 1191961** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|To promote the objects of the Riding for the
Disabled Associaton incorporatng Carriage
Driving A UK Company Limited by Guarantee
No 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 beneft their
health and wellbeing in the
Leicestershire/Notnghamshire area| |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|Our main actvites are to ofer adults and
children with disabilites an opportunity to ride,
carriage drive and look afer horses to aid their
physical, mental and emotonal wellbeing. We
aim to teach new skills and promote
independence by encouraging partcipants to
take charge of their horses in a secure
environment. As well as riding and carriage
driving lessons and equine assisted therapy, we
give our partcipants the opportunity to ride in
the countryside, to take part in compettons
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 supportve relatonships with carers
and families.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|In planning our actvites we keep in mind the
Charity Commission's guidance on public
beneft at our trustee meetngs.| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||
SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|**N/A**| |Policy on social investment
including program related
investment|Para 1.38|**N/A**| |Contribution made by
volunteers|Para 1.38|We are an entrely voluntary-run organisaton -
our coaches and even the horses are
volunteers, and some of our partcipants also
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 assistng in riding/driving/therapy
sessions and fundraising.| ## **Achievements and Performance** SORP reference Summary of the main Para 1.20 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. Chair’s Report to AGM 28 November 2022 _As you are aware we have come out of the other side of a couple of extremely stressful, worrying and unprecedented years. We faced many uncertainties along the way and our future as a group and charity was by no means secure. However, through the sheer determination, loyalty and hard work of Coaches, Volunteers, Participants and families we have survived. It must also be recognised that through the generosity of the above people, along with local businesses, organisations and our community that we were able not only to survive the pandemic when so many charities were unable to but that we could strive, grow and improve into the future. Offering more activities, improving facilities and equipment. 2022 has brought many events to Wenlo both on and off the yard. We have, at last, been able to go back out amongst our fellow RDA groups and compete. This has been hugely motivational for our participants, volunteers and their supporting families. We have also held several fundraising events such as a Fundraising Ball and stalls at community fetes which open our group up to wider publicity and helps us to ‘spread the word’ amongst both our local communities and further afield. We also welcomed the President of RDA, HRH The Princess Royal, in October which was beyond doubt an amazing and memorable occasion for all involved and for Wenlo RDA as a charity and group. HRH presented long service awards to some of our volunteers and to several of our wonderful Ponies. Many of our participants and volunteers were able, along with the Trustees, to speak with HRH who took much interest in them as individuals as well as learning about Wenlo as a group and charity. She also enjoyed a wonderful Carriage driving display and Riding display as well as cutting the ribbon and formally opening our new track. This occasion will go down in Wenlo history and will be remembered for many years to come by both Wenlo RDA and guests. What an honour._ _Nationals remains firmly in the minds of volunteers, participants and families. The buzz still seems to ring around the yard even after 4 months. Not only did Wenlo RDA achieve the most amazing results from our equally amazing competitors at both qualifiers in May and Nationals in July, but we have continued with more outstanding results in our Virtuals. A very big ‘WELL DONE’ to all our participants who have worked so hard and achieved so much through 2022 in competition and to their supporting families who provide such encouragement, time, dedication and commitment to allow our participants to train and compete. We are so proud of the many rosettes, trophies and individual awards. Thank you to all our Coaches for their hard work before and during competitions, and to our amazing volunteers who give up more time than we can ever expect of them during the competition periods throughout 2022._ _We keep our ethos that we are a group for everyone, whatever their disability and ability and we will always take pride of the achievements of every single participant, in whatever activity and session at Wenlo RDA. We strive to make a difference to all our riders and carriage drivers as well as our therapy participants. We remain constantly proud of everyone who comes to us._ _Riding and Carriage Driving remain busy with waiting lists for sessions. We are also preparing over the winter period to launch our Tea with a Pony sessions. Again, we already have a huge amount of interest and waiting lists are starting to form._ _We have welcomed students from Rawlins Academy special needs department back to Wenlo RDA on Tuesday mornings throughout term time. The group is divided into two groups of four for riding and Therapy through Horses sessions._ _Fundraising has seen us awarded several grants this year and other grant applications are awaiting a decision. St James Church, Normanton on Soar and Longcliffe Golf Club will be handing over the funds raised throughout 2022 for Wenlo RDA in December. Loughborough ladies’ Inner Wheel and Bagforce Aggregates have made us their charity of the year for 2023._ _We can only continue as a charity with grants, donations sponsorship and fundraising events. Thank you to the Organisations, businesses and individuals both at Wenlo RDA and in our communities who have supported us through their kind and generous donations, grants and funding as well as working on site to build our track. Eurobale continue to support us with haylage which is amazing._ _Volunteers are the backbone of our group. As always, a huge thank you to all the Trustees, Coaches and Volunteers who continue to give us their valuable time, hard work and commitment to ensure that our group and charity stays strong, carries on with the valuable work we do and safeguards us into the future to continue and grow. It is wonderful to see how many of our participants and their families have become volunteers, going that extra mile to not only attend their individual sessions but to contribute to the group in other areas. We have welcomed many new volunteers to the group over 2022 as well as student groups from Loughborough University and the University of Nottingham's Sutton Bonington campus. We continue to welcome students on work experience and those doing Duke of Edinburgh awards. It is lovely to see how many young volunteers we have based within the group too. They are the future of RDA._ _Our Horses and Ponies remain the heartbeat of the group. It is our wonderful, dedicated and hardworking equines who truly make the difference to the lives of our participants in each session or activity. George became one of the family in April after several years of fundraising and searching. I watch with interest as he starts to do his RDA work. We continue to provide the best animal welfare as deserved by our amazing Equines._ _The Track is now very near to completion. The sand area has been laid and the last requirements such as a small area of bark, planting an area of meadow, trees, shrubs and arches should, hopefully, see a well-loved and well used Track in its full glory by the summer of 2023._ _Sharon Garner_ ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|Cash funds held at end of period totalled
£26,685
Of which £7,974 unrestricted funds
£18,711 restricted funds| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Aim to hold 3-6 months' operating costs in
reserve in line with Charity Commission
general guidance for groups1| |Amount of reserves held|Para 1.22|Unrestricted: £7,974
Restricted: £18,711
Restricted reserves at end of accounting
period are held for: completion of specified
projects or are funds restricted by the donor
for use to support certain activities e.g.
Equine Assisted Therapy or Tea with a
Pony.| |Reasons for holding zero
reserves|Para 1.22|N/A| |Details of fund materially in
deficit|Para 1.24|N/A| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|N/A| ## **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|
Direct donations, fundraising events
organised by our charity volunteers,
donations from other fundraising groups,
grants.| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|Some restricted and designated funds
including money set aside for emergency
expenditure for Wenlo RDA's horse is kept
in an HSBC Business Saver account.| |A description of the principal
risks facing the charity|Para 1.46|Wenlo RDA maintains a regularly updated
Risk Register and this can be provided on
request.| 1 https://www.gov.uk/government/publications/charities-and-reserves-cc19/charities-andreserves#explaining-reserves-in-the-annual-report ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document|Para 1.25|Constitution (RDA UK Standard
Constitution for Unincorporated Group for
charity number 1073408;
RDA UK Standard Constitution for CIO
Group for charity number 1191961)| |How is the charity
constituted?|Para 1.25|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|Para 1.25|Trustees are elected at the AGM which is
usually held in December. One third of the
Trustees are required to retire at each AGM
but may be re-elected. Trustees are
required to declare any conflict of
interest/personal interest.| ## **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|
New trustees are given RDA_UK's Trustee_
_Welcome Pack_
Trustees participate in relevant training and
courses organised by RDA UK including
Safeguarding and Governance training.| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|Wenlo RDA is a member group of RDA UK
(charity number 244108), in the North
Midlands region| |Relationship with any
related parties|Para 1.51|N/A| **Reference and Administrative details** |Charity name|**Wenlo Riding for the Disabled Association**
**Incorporating Carriage Driving**| |---|---| |Other name the charityuses|**Wenlo RDA**| |Registered charitynumber|**1191961**| |Charity’s principal address|**Bowleys Barn Farm**
**Stanford Lane**
**Normanton on Soar**
**LOUGHBOROUGH**
**LE12 5ER**| ## **Names of the charity trustees who manage the charity** |**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or**
**body) entitled to**
**appoint trustee (ifany)**| |---|---|---|---| |**SHARON GARNER**|**CHAIR**|**N/A**|**N/A**| |**JANE CORRALL**|**SECRETARY (untl**
**28/11/22)**|**Untl 28 November 2022**|**N/A**| |**CLAIRE MADEN**|**TREASURER**|**N/A**|**N/A**| |**MARIA HOLDAWAY**|**SECRETARY (from**
**28/11/22)**|**N/A**|**N/A**| |**DAVID JOHNSTONE**||**Elected as Trustee at AGM**
**on 28 November 2022**|**N/A**| |**CLARE BUTLER**||**Untl 18 March 2023**|**N/A**| |Note: SOPHIE BELL was appointed as a Trustee on 26 June 2023, afer the period covered by this
annual report.|||| 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 for N/A 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** ## **Declarations** **The Trustees declare that they have approved the Trustee's Report above.** **The Report was approved at the AGM on 27 November 2023 and a copy signed on behalf of the charity's Trustees.** |**Signature(s)**|**S Garner**| |---|---| |**Full name(s)**|**SHARON GARNER**| |**Position (e.g. Chair,**
**Secretary etc)**|**CHAIR**| ||| |**Date**|**27 November 2023**| ## **Accounts** ## **INCOME** To the nearest £ ||Unrestricted|Restricted|**TOTAL**| |---|---|---|---| |DONATIONS|3,498|3,261|**6,759**| |FUNDRAISING|4,202||**4,202**| |GRANTS||17,520|**17,520**| |RDA COMPETITION ACTIVITIES||1,171|**1,171**| |INTEREST|53||**53**| |**TOTAL RECEIPTS**|7,753|21,952|**29,705**| ## **EXPENDITURE** To the nearest £ ||Unrestricted|Restricted|**TOTAL**| |---|---|---|---| |BANK CHARGES|94||**94**| |EQUINE|4,226|7,500|**11,726**| |PROJECTS|260|1,292|**1,552**| |MEMBERSHIP/INSURANCE/SUBSCRIPTIONS|2,536||**2,536**| |RDA COMPETITION & RELATED ACTIVITIES|2,400|970|**3,370**| |TRAVEL & TRAINING|842|1,760|**2,602**| |EQUIPMENT/MAINTENANCE|3,392|128|**3,520**| |STATIONERY/ADMIN/CONSUMABLES|2,536||**2,536**| |**TOTAL EXPENDITURE**|16,286|11,650|**27,936**| |**RESERVES AT FINANCIAL YEAR END**|||| |To the nearest £1|||| |RESTRICTED|18,711||| |UNRESTRICTED|7,974||| |**TOTAL**|**26,685**||| ## **NOTES TO THE ACCOUNTS:** **Income:** Grants received this financial year include £10,000 to establish a suitable space to enable Tea with a Pony and other sessions; £2000 for a new reception area; £5000 to establish provision of Equine Assisted Therapy including accredited training. Income from RDA Competition Activities represents charges made to cover entry fees and horse transport. **Expenditure:** Equine includes the purchase of one horse (George), and related costs such as vetting and transport. Expenditure on RDA Competition & Related Activities includes entry fees, horse transport, transport and subsistence for volunteers, and equipment needed solely for competition use. Travel & Training includes accredited training for volunteers to provide Equine Assisted Therapy and accredited First Aid training. **Restricted funds:** Funds from grants/donations which must only be spent on the purposes specified by the grant-making body or donor. # **WENLO RIDING FOR THE DISABLED ASSOCIATION INCORPORATING CARRIAGE DRIVING** **CHARITY REGISTRATION NUMBER: 1191961** **RECEIPTS AND PAYMENT ACCOUNTS FOR THE PERIOD FROM 6 APRIL 2022 TO 5 APRIL 2023** ## **Receipts and payments** ## **INCOME** To the nearest £ ||Unrestricted|Restricted|**TOTAL**| |---|---|---|---| |DONATIONS|3,498|3,261|**6,759**| |FUNDRAISING|4,202||**4,202**| |GRANTS||17,520|**17,520**| |RDA COMPETITION ACTIVITIES||1,171|**1,171**| |INTEREST|53||**53**| |**TOTAL RECEIPTS**|7,753|21,952|**29,705**| ## **EXPENDITURE** To the nearest £ ||Unrestricted|Restricted|**TOTAL**| |---|---|---|---| |BANK CHARGES|94||**94**| |EQUINE|4,226|7,500|**11,726**| |PROJECTS|260|1,292|**1,552**| |MEMBERSHIP/INSURANCE/SUBSCRIPTIONS|2,536||**2,536**| |RDA COMPETITION & RELATED ACTIVITIES|2,400|970|**3,370**| |TRAVEL & TRAINING|842|1,760|**2,602**| |EQUIPMENT/MAINTENANCE|3,392|128|**3,520**| |STATIONERY/ADMIN/CONSUMABLES|2,536||**2,536**| |**TOTAL EXPENDITURE**|16,286|11,650|**27,936**| ## **Statement of assets and liabilities at the end of the period** ## **RESERVES AT FINANCIAL YEAR END** To the nearest £1 |RESTRICTED|18,711| |---|---| |UNRESTRICTED|7,974| |**TOTAL**|**26,685**| ## **NOTES TO THE ACCOUNTS:** **Income:** Grants received this financial year include £10,000 to establish a suitable space to enable Tea with a Pony and other sessions; £2000 for a new reception area; £5000 to establish provision of Equine Assisted Therapy including accredited training. Income from RDA Competition Activities represents charges made to cover entry fees and horse transport. **Expenditure:** Equine includes the purchase of one horse (George), and related costs such as vetting and transport. Expenditure on RDA Competition & Related Activities includes entry fees, horse transport, transport and subsistence for volunteers, and equipment needed solely for competition use. Travel & Training includes accredited training for volunteers to provide Equine Assisted Therapy and accredited First Aid training. **Restricted funds:** Funds from grants/donations which must only be spent on the purposes specified by the grant-making body or donor. ## **Signed on behalf of the charity's Trustees:** |**Signature**|**S Garner (approved at**
**AGM)**| |---|---| |**Full name(s)**|**SHARON GARNER**| |**Position (e.g. Chair,**
**Secretary etc)**|**CHAIR**| ||| |**Date of approval:**|**27 NOVEMBER**| CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner s Report Report to the tr￿1¢ membors of On accounts for the year onded 2o&S Charlty no (If any) /fi/?6/ Sot out on pages I rep(xt lo the trustees ￿ my examlnatK)n of Ihe a(xx)unts of the above aiity (Ihe Tw5f) the year er¥Jed R•8ponslbllftles and As the tharlty truste8s of ts Tr￿( yw are respcThib18 for the preparat￿n basls of report of the arxx)unts In aC(%)rdan(￿ wtth the requirements of the CharÉties Act 2011 ftsAcr). under sedion 145 of the 2011 Act and in caTrylng out my examination, I have follo￿£d the appllcable DirecticTh glven by the Charlty Ccxnmlssion under seGIN)n 1445)(b) of the Ad. Independont I have c￿Mpleted my examinat#M. I tx)nflrm that no materlal matters have examlnefs statement (xvne to my attenti(￿ (other than that di5(knsed bekThv ') in ￿nnectiOn the examlnakn glves me Cause to bell8ve that In, any materlal acc(mjntl￿ re(xxds not kept In acc(*dance wlth sectlon 130 of the Act or with the examination to which attention should be drawn in order to anab￿ a ' Please delete the w0￿S In the brnckets rfthey do not ap￿. Slgnod: /0 Name: R•levant profosslonal quallficatlon(s) or boty (If any): 8)£6G stAfy￿ rr GMPcATifiJg ts&> Addrom: Le7 //LIE LE67 IER October 2018