Trustees’ Annual Report for the period
From 01/04/2024 Period start date to 31/03/2025 Period end date
Charity name: North Wales Horse Watch
Charity registration number:1192124
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance the education of the public in North Wales in the subjects of crime prevention, safety, the countryside code and animal welfare. To promote for the benefit of the public in partnership with North Wales Police the protection of property and equines and the prevention of criminal activity. |
| 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 |
North Wales Horse Watch has maintained connections with North Wales Police and World Horse Welfare. The charity also provides educational sessions to community groups, colleges, scouts, and organised groups for children and adults of all ages and abilities. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | All the trustees have upheld the guidance issued by the charity commission and are committed to running North Wales Horse Watch for the benefit of the public. |
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 | Volunteers continue to play a vital role in the success and reach of the charity’s work. Their diverse skills, local knowledge, and community connections |
| have significantly enhanced our | have significantly enhanced our |
|---|---|
| programmes and outreach across North | |
| Wales. | |
| | Rural Education Project: |
| Volunteers have designed and | |
| delivered engaging workshops | |
| tailored to people of all ages and | |
| abilities. These sessions offer | |
| hands-on, interactive learning | |
| experiences that promote rural | |
| awareness, wellbeing, and | |
| inclusion. | |
| | North Wales Horse Watch: Our |
| dedicated Horse Watch | |
| volunteers work in close | |
| partnership with North Wales | |
| Police to support crime prevention | |
| within equine and rural | |
| communities. Their contributions | |
| include engaging with victims of | |
| crime, responding to incidents | |
| involving loose or lost horses, | |
| addressing fly grazing concerns, | |
| and sharing timely updates | |
| through online channels. | |
| | Animal Welfare Collaboration: |
| Several volunteers collaborate | |
| with organisations such as the | |
| RSPCA, Trading Standards, and | |
| World Horse Welfare to assist in | |
| cases involving equine welfare, | |
| offering practical support and local | |
| insight. | |
| | Digital and Administrative |
| Support: Skilled volunteers also | |
| manage key aspects of the | |
| charity’s digital presence, | |
| including website maintenance, | |
| social media engagement, and | |
| financial record-keeping. | |
| The trustees are deeply grateful for the | |
| time, commitment, and expertise our | |
| volunteers bring. Their contributions are | |
| instrumental in delivering our charitable | |
| objectives and strengthening community | |
| resilience. |
Other
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 | Summary of Main Achievements and Impact Over the past year, the charity has made significant strides in delivering its mission, improving outcomes for beneficiaries and contributing to wider societal wellbeing across North Wales. Expanded Community PartnershipsThe charity has strengthened its network by building new relationships with third sector organisations, enhancing collaborative capacity and shared impact. Delivery of Rural Education ProjectInteractive rural awareness workshops were delivered to a wide range of organised groups, including Beavers, Brownies, Erlas Walled Garden, We mind the gap, Women’s Institute, Pony Club, Rhyl High School, and Conwy youth groups. These sessions promoted understanding of rural life, safety, and wellbeing, reaching participants of all ages and abilities. Equine Crime Prevention and Welfare SupportIn partnership with North Wales Police, Horse Watch volunteers provided targeted crime prevention support to equine and rural communities. Activities included crime alerts via social media and community platforms, security marking of tack and equipment. Working with World Horse Welfare with welfare issues and direct engagement with issues such as fly grazing, horse abandonments, and highway safety. Strategic Development and FundraisingThe charity continued to plan for future expansion, exploring new project opportunities and funding |
avenues to sustain and grow its impact. Health, Wellbeing, and Sector Engagement Representatives attended both online and inperson health and wellbeing events, as well as national equine welfare meetings, ensuring the charity remains informed and connected to broader sector developments. Road Safety Advocacy Joint initiatives with North Wales Police and the British Horse Society promoted road safety awareness for riders and drivers, contributing to safer rural travel environments. Public Engagement and Outreach The charity maintained a strong presence at community events, raising awareness of both North Wales Horse Watch and the Rural Education Project, and encouraging public involvement. These achievements have directly benefited individuals and communities by improving safety, increasing rural awareness, and fostering social inclusion. The charity’s work continues to deliver wider societal value through education, crime prevention, and collaborative action.
Additional information (optional) You may choose to include further statements where relevant about:
One of the charity’s key objectives for the year was to raise funds to support Achievements against Para 1.41 the delivery of educational workshops objectives set and community outreach. This included applying for grants, securing donations, and generating income through activities such as security marking sessions, the sale of crime prevention products, and raffles. The charity successfully met this objective by securing grant funding and generating income through targeted fundraising initiatives. These funds enabled the continuation and expansion of awareness sessions for organised groups, and sustained support for rural
| and equine communitiesacross North Wales. |
||
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | Fundraising activities performed well against the targets set. The charity secured several successful grants and raised additional funds through community-led initiatives. This financial support allowed the charity to: Deliver educational workshops and rural awareness sessions to diverse beneficiary groups Maintain and expand equine crime prevention efforts Continue collaborative work with North Wales Police and other welfare organisations Plan and prepare for future project development into 2025 The trustees acknowledge the dedication of volunteers and supporters whose efforts made these achievements possible and remain committed to sustaining and growing the charity’s impact in the coming year. |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At the end of the financial year, North Wales Horse Watch held total funds of £comprising £729 in unrestricted reserves and £1,500 in restricted funds earmarked for equine welfare outreach. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | General reserves of a minimum of £1500 are required to continue the charity`s objectives which are crime prevention, animal welfare and educating the public. |
| Amount of reserves held | Para 1.22 | £2229 Excluding fixed assets and stock |
| Reasons for holding zero reserves |
Para 1.22 | n/a |
| Details of fund materially in deficit |
Para 1.24 | At the end of the reporting period, North Wales Horse Watch recorded a net deficit of £2,796 across its unrestricted funds. This arose due to planned asset purchases including a storage container (£3,000), Chromebooks (£200), and an awning (£720) which were funded from reserves held at the previous year-end. These purchases were essential to support the charity’s operational capacity and outreach activities. The deficit does not reflect overspending beyond available resources, as the charity retained £2,230 in cash funds and £17,300 in tangible assets at year-end. Trustees are confident that the charity remains a going concern and will continue to operate sustainably, with future funding applications underway to replenish reserves and support ongoing programme delivery. |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | No uncertainties about the charity at this time. |
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 | Grants and funding awards These include small grants from local authorities, community safety partnerships, and charitable foundations aligned with rural crime prevention, education, and wellbeing. Donations Received from individual supporters, local businesses, and community fundraising efforts. Services Modest contributions from educational |
||
|---|---|---|---|---|
| workshops, outreach events, and collaborative programmes. Sales and merchandise Income from branded items and awareness materials sold at events or online. The charity does not currently engage in large-scale public fundraising campaigns but continues to explore opportunities for sustainable income through partnerships and grant diversification. |
||
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | Cash reserves are held in a standard UK bank account with no exposure to equities or financial instruments. The charity has not adopted a formal social investment policy but remains open to ethical investment opportunities that align with its charitable objectives, particularly those supporting rural resilience, education, and animal welfare. |
| A description of the principal risks facing the charity |
Para 1.46 | The trustees have identified key risks including funding volatility, governance transitions, and reliance on a small volunteer base. Mitigation measures include diversifying grant applications, maintaining clear financial documentation during trustee changes, and supporting volunteers with flexible roles and wellbeing resources. Safeguarding, asset management, and rural accessibility are also monitored through training, secure storage, and participant- focused logistics. Risks are reviewed annually to ensure the charity remains resilient and responsive. |
| Other |
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 | CIO Charitable Incorporated Organisation |
| 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 | Elected by board of trustees |
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 receive an induction pack including the charity’s governing document, recent annual reports, safeguarding policy, and an overview of current projects. Informal mentoring is provided by existing trustees, and training is encouraged through local voluntary councils and online resources. Trustees are supported to understand their legal duties and the operational context of the charity’s work in rural safety and education. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | North Wales Horse Watch is governed by a board of volunteer trustees who oversee strategic direction, compliance, and financial stewardship. Day-to-day activities are delivered by volunteers, with trustees often taking on operational roles. The charity collaborates with local police, community safety partnerships, rural crime teams, and other voluntary organisations through initiatives like Operation Gallop and the Rural Education Project. It also engages with national networks such as Horse Watch UK and regional equine welfare groups. |
| Relationship with any related parties |
Para 1.51 | The charity has no related party transactions to declare. Trustees and volunteers are required to disclose any potential conflicts of interest, and a register is maintained. Where collaborative projects involve other charities or public bodies, formal agreements or memoranda of understanding are used to ensure transparency and accountability. |
| Other |
Reference and Administrative details
| Charity name | North Wales Horse Watch |
|---|---|
| Other name the charity uses | Rural Education Project |
| Registered charity number | 1192124 |
| Charity’s principal address | Glasfryn New road Summerhill Wrexham LL11 4ty |
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) |
|---|---|---|---|---|
| Helen Lacey | Chief Officer | |||
| Linda O` Hare | Vice-Chair | |||
| Carol Allen | Trustee | |||
| Geoff Graham | Treasurer | |||
| Fiona Futcher | Trustee | |||
| Janet Jones | Trustee | Resigned 2024 | ||
| Dawn Roberts | Trustee | |||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Dawn Roberts Signature(s) HelenLacey Dawn Roberts Full name(s) Helen Lacey Position (eg Secretary, Chief Executive Chair, etc)
Date
03/11/2025
Charity Name No (if any) North Wales Horse Watch 1192124 Receipts and payments accounts CC16a For the period 4/1/2024 3/31/2025 To from
Section A Receipts and payments Unrestricted Restricted Endowment Total funds Last year funds funds funds to the nearest to the nearest £ to the nearest £ to the nearest £ to the nearest £ £
A1 Receipts
| A1 Receipts | funds to the nearest £ |
funds to the nearest £ |
funds to the nearest £ |
Total funds to the nearest £ |
Last year to the nearest £ |
||||
|---|---|---|---|---|---|---|---|---|---|
| funding (grants) | 2,400 | 2,000 | - | 4,400 | 14,329 | ||||
| Donations | 329 | - | - | 329 | 1,478 | ||||
| services | 515 | - | - | 515 | - | ||||
| sales | 276 | - | - | 276 | - | ||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| Sub total(Gross income for AR) |
3,520 | 2,000 | - | 5,520 | 15,807 |
| A1 Receipts | funds to the nearest £ |
funds to the nearest £ |
funds to the nearest £ |
Total funds to the nearest £ |
Last year to the nearest £ |
||||
|---|---|---|---|---|---|---|---|---|---|
| funding (grants) | 2,400 | 2,000 | - | 4,400 | 14,329 | ||||
| Donations | 329 | - | - | 329 | 1,478 | ||||
| services | 515 | - | - | 515 | - | ||||
| sales | 276 | - | - | 276 | - | ||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| Sub total(Gross income for AR) |
3,520 |
2,000 | - | 5,520 | 15,807 | ||||
| A2 Asset and investment sales, (see table). |
- - - 3,520 24 564 601 121 288 82 627 742 256 106 50 41 138 54 249 138 151 80 50 |
- - - 2,000 - - - - - - - - - |
- - - - - - - - - - - - - |
- - - 5,520 24 564 601 121 288 82 627 742 256 106 50 41 138 54 249 138 151 80 50 |
|||||
| - | |||||||||
| - | - | ||||||||
| Sub total | - | - | |||||||
| Total receipts A3 Payments |
|||||||||
| 15,807 | |||||||||
| DBS CHECKS | 24 | - | - | - | |||||
| VECHICLE RUNNING COSTS | 564 | - | - | - | |||||
| MATERIALS AND EQUIPMENT FOR PROJECTS |
601 | - | - | - | |||||
| CHARITY INSURANCE | 121 | - | - | - | |||||
| VEHICLE INSURANCE | 288 | - | - | - | |||||
| VEHICLE TAX | 82 | - | - | - | |||||
| FUEL(CHARITYVEHICLE) | 627 | - | - | - | |||||
| VOLUNTEER EXPENSES | 742 | - | - | - | |||||
| UNIFORM WEBSITE, DOMAIN ANTIVIRUS HIRE OF VENUES EVENT FEES STATIONARY,MARKETING POSTAGE EDUCATIONAL RESCOURCES OFFICE EQUIPMENT ANIMAL COSTS MEMBERSHIPS COUNCILS EQUIPMENT TRAINING COURSES |
256 | ||||||||
| 106 | |||||||||
| 50 | |||||||||
| 41 | |||||||||
| 138 | |||||||||
| 54 | |||||||||
| 249 | |||||||||
| 138 | |||||||||
| 151 | |||||||||
| 80 | |||||||||
| 50 | - | - | 50 | - | |||||
| 4,362 | - | - | 4,362 | 12,761 | |||||
| - - - |
- - - 1 |
- - - |
- - - - 11/11/2025 |
||||||
| A4 Asset and investment purchases, (see table) |
|||||||||
| - | |||||||||
| - | |||||||||
| **Sub total ** | - | - | |||||||
| CCXX R1 accounts (SS) |
CCXX R1 accounts (SS)
| Total payments | 4,362 | - | - | 4,362 | 12,761 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net of receipts/(payments) | - 842 | 2,000 | - | 1,158 | 3,046 | ||||||
| A5 | Transfers between funds | - | - | - | - | - | |||||
| A6 | Cash funds last year end | - | - | - | - | - | |||||
| Cash funds this year end | - 842 | 2,000 | - | 1,158 | 3,046 |
CCXX R2 accounts (SS)
11/11/2025
2
| Section B Statement of assets and liabilities at | Section B Statement of assets and liabilities at | the end of the period | the end of the period | |
|---|---|---|---|---|
| Categories B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets CCXX R3 accounts (SS) |
SHELVING CHROMEBOOKS GENERATOR TABLES Details Details HORSEBOX CONTAINER EQUITREK AWNING PRINTER SCANNER Details Details Total cash funds (agree balances with receipts and payments account(s)) Details 3 |
Unrestricted funds to nearest £ - - - 2,229 Agreement Error Unrestricted funds to nearest £ - - - - - - Fund to which asset belongs Fund to which asset belongs LOTTERY PACT (PART ~~FUNDED)~~ PACT (PART ~~FUNDED)~~ PCC UNRESTRICTED UNRESTRICTED UNRESTRICTED PCC UNRESTRICTED Fund to which liability relates |
Restricted funds to nearest £ - - - - Agreement Error Restricted funds to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) 13,500 3,000 5,800 720 130 230 200 849 140 Amount due (optional) - - - - - |
Endowment funds to nearest £ |
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| OK | ||||
| Endowment funds to nearest £ |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| 10,000 | ||||
| 3,000 | ||||
| 4,000 | ||||
| 250 | ||||
| 40 | ||||
| 100 | ||||
| 80 | ||||
| 500 | ||||
| 30 | ||||
| When due (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| 3 | - | 11/11/2025 |
CCXX R3 accounts (SS)
Signed by one or two trustees on behalf of all the trustees
| Dawn Roberts Signature Helen Lacey |
Print Name HELEN LACEY DAWN ROBERTS |
Date of approval |
|---|---|---|
| Helen Lacey | HELEN LACEY | 11/3/2025 |
| Dawn Roberts | DAWN ROBERTS | 11/7/2025 |
CCXX R4 accounts (SS)
11/11/2025
4