| SORPreference | ||
|---|---|---|
| Summaryofthepurposesof | Para 1.17 | Toprovide a lifelong home for elderly |
| thecharityas setoutinits | equines and thosewithcomplex needs | |
| governingdocument | ||
| Summaryofthemain activitiesinrelationtothose |
Para1.17and 1.19 |
Thecharitycontinuedtoprovideasafe homeforelevenequinesofageand |
| purposesforthe public | complex care requirements and | |
| benefit,inparticular, the | providedinformationand assistanceto | |
| activities,projectsor servicesidentifiedinthe accounts. |
thepublicregardingcareandwelfare whererequestedalongwithassociated fundraising activitiesviaregular |
|
| donationsofgoods, services, standing | ||
| orders, and onlinesalesof donated | ||
| goods | ||
| Statementconfirming | Para1.18 | Thetrustees have conductedallcharity |
| whetherthetrusteeshave | affairsinaccordancewiththe guidance | |
| had regardtothe guidance | providedbytheCharityCommission | |
| issuedbytheCharity | ||
| Commissiononpublic | ||
| benefit | ||
| Additional information (optional) | ||
| SORP reference Youmaychoosetoincludefurtherstatements |
whererelevantabout: | |
| NIA | ||
| Para1.38 | ||
| Policyongrantmaking | ||
| NIA | ||
| Para1.38 | ||
| Policyonsocial investment | ||
| includingprogramrelated investment |
||
| Our volunteers made substantial | ||
| Para1.38 | contributionsduringthefinancialyear | |
| Contributionmadeby volunteers |
bywayofassistancewithcareofthe equinesandfundraisingactivities |
| SORP reference | ||
|---|---|---|
| The charityhascontinuedtoensure ongoing qualityoflifeto its |
||
| beneficiariesbyensuring that their | ||
| Summaryofthemain achievementsofthecharity, identifyingthedifferencethe charity'sworkhas madeto thecircumstancesofits |
Para1.20 | welfareneedsare attended to. Many of the charity's beneficiaries have complex care requirements which would not be easily metina normal environment. The charity continued to provide |
| beneficiariesandanywider benefitstosociety as a |
supportand advice tomembersof the public with welfareconcernsabouttheir |
|
| whole. | ownor other equines. |
| FinancialReview | ||
|---|---|---|
| Reviewofthe charity's | Para1.21 | The charity didnotundertakeasmany |
| financial position at the end | fundraising eventsin2023asprevious | |
| oftheperiod | years due to a variety of factorsand | |
| thereforecashdonationswerenotas | ||
| highas previous years.Duringthe year thetrusteesundertookareviewof |
||
| fundraisingpracticesandmadesome | ||
| changeswhichwillbeimplementedin thefollowingyears.Oneof the issues for2023has been eBay and the change |
||
| over to managed payments, which requiredsubstantialcorrespondence |
||
| witheBay.Thecommission sales were howeverstillaprofitableenterprise. Feedand bedding costs have continued |
||
| torise,althoughwithsomeadjustments to regimes, increases to costs were minimised. Maintenance costsinthe |
||
| yearwereminimal,partlythankstothe workscarriedoutinpreviousyearsto |
||
| ensurethelongevityofourbuildings and equipment. |
||
| The trustees are pleased to have been | ||
| able to iincrease the reserve fund held to | ||
| £1000duringtheyear,partlythankstoa | ||
| very generous legacy receivedin | ||
| December. |
| Wearefortunatetoqualifyforsmall charityexemptiononournondomestic rateswhich savesthecharity around £3,000perannum,Thetrusteeswere pleased thatweclosedtheyearwithno debts or liabilities outstanding. |
||
|---|---|---|
| Statementexplainingthe policyforholdingreserves statingwhytheyareheld |
Para 1.22 | Surplusfundsofatleast£500tobe transferredattheendofthefinancial year.Reservesaretobeheldinthe eventthatfundraisingyield drops below anamountsufficienttocareforthe |
| equines for six months orinthe event | ||
| that they must be rehomed dueto | ||
| closure of the charity. Reserve fund | ||
| level to bebuilt upandmaintainedatnot | ||
| less than£5,000. | ||
| Amount ofreservesheld | Para1.22 | £1,000 |
| Reasonsforholdingzero | Para1.22 | NIA |
| reserves | ||
| Detailsoffundmateriallyin | Para1.24 | None |
| deficit | ||
| Explanationofany | Para1.23 | None |
| uncertaintiesaboutthe | ||
| charitycontinuingasagoing | ||
| Concern |
| Additional information (optional) | Additional information (optional) | |
|---|---|---|
| Youmaychoosetoinclude further statements | where relevantabout: | |
| Thecharity'sprincipal | The charity's principle source of funds | |
| sourcesoffunds(including | is viacashdonations,donationsof | |
| anyfundraising) | Para1.47 | sundry supplies, and onlinesalesof donated goods |
| NIA | ||
| Investmentpolicyand | ||
| objectivesincludingany socialinvestmentpolicy |
Para1.46 | |
| adopted | ||
| Thetrusteesconsiderthattheprincipal riskfacing the charity at the present |
||
| Adescriptionoftheprincipal risksfacingthecharity |
Para1.46 | timeisthe ongoing economic climatein theUK.Theeffectsofthisfollowingthe Covid-19pandemicandsubsequently |
| thepoliticalsituationbetweenRussia and Ukraine have resultedinthe public |
||
| being less inclined to donate to charities | ||
| ingeneral due to lack of disposable | ||
| incomeavailable | ||
| Other |
| Descriptionofcharity's | ||
|---|---|---|
| trusts: | ||
| Typeofgoverningdocument (trust deed,royalcharter) |
Para1.25 | Constitution |
| Howisthecharity | Para1.25 | CIO |
| Constituted? | ||
| (e.gunincorporated association,CIO) Trusteeselectionmethods includingdetailsofany constitutional provisionse.g. electiontopostornameof any personorbodyentitled to appoint one or more trustees |
Para 1.25 | Trusteesareselectedbasedontheir knowledgeofcharity operation andlaw, andprofessional experienceinbothof thoseareas.Trusteesareelectedby wayofproposal fornominationand majority voteatanAGM.Nopersonsor bodiesareentitledtoappointtrustees |
| unilaterally. |
| Additionalinformation (optional) | Additionalinformation (optional) | |
|---|---|---|
Youmaychoosetoincludefurther statements |
where relevantabout: Theboardoftrusteesfollowsthe |
|
| Policies and procedures adoptedforthe induction and trainingoftrustees |
Para1.51 | CharityCommissionguidelines forthe inductionoftrustees including issuing onappointmentacopyoftheguidance publication "TheessentialTrustee" |
| NIA | ||
| Thecharity'sorganisational structure and any wider |
Para1.51 | |
| network with whichthe | ||
| charityworks | ||
| NIA | ||
| Relationshipwithany | Para1.51 | |
| relatedparties | ||
| Other |
| Charityname | WealdenHorse&PonySanctuary |
|---|---|
| Other name thecharityuses | |
| Registeredcharitynumber | 1192209 |
| Charity'sprincipaladdress | DownStreet Batts Bridge Park |
| Piltdown | |
| East Sussex,TN223XU |
| Funds heldascustodian trusteesonbehalfofothers | Funds heldascustodian trusteesonbehalfofothers |
|---|---|
| Descriptionoftheassets heldinthiscapacity |
N/A |
| Nameandobjectsofthe | N/A |
| charityonwhose behalfthe | |
| assetsareheldandhow this | |
| falls within the custodian | |
| charity'sobjects | |
| Detailsofarrangementsfor | NIA |
| safecustodyand | |
| segregationofsuchassets | |
| fromthe charity'sown | |
| assets |
| Type of | Name | Address |
|---|---|---|
| adviser | ||
| Rural | RobinHobson | LaurenceGouldPartnership |
| Consultant |
| .1.1Receipts&Paym | ents | ents | ents | ents | ||
|---|---|---|---|---|---|---|
| Statementof | FinancialActivity,FlnanclalYearEnded31 Current Financial Year, |
Dec23 Last |
Year |
|||
| Unrostr'd | Restricted | Total | Total | |||
| INCOMINGRESOURCES | ||||||
| Donations | 3,388 | 3,388 | 9,958 | |||
| EbaySales | 0 | 218 | ||||
| BPSPayments | 1,883 | 1,883 | 1,175 | |||
| PayPalGivingFund | ||||||
| GiftAid | ||||||
| Legacies | 48,213 | 48,213 | ||||
| CommissionSales | (PettyCash) | 663 | 663 | 345 | ||
| TOTAL INCOME | 54,147 | 0 | 54.147 | 11,696 | ||
| RESOURCESEXPENDED | ||||||
| Farrier/VetMedicines/Etc | 2,315 | 2,315 | 2,928 | |||
| Feed & Bedding | 2,150 | 2,150 | 2,163 | |||
| Website | ||||||
| Utilities | 1,378 | 1,378 | 953 | |||
| RentofPremises | 170 | 170 | 100 | |||
| Insurance | 1.081 | |||||
| OfficeSupplies | 13 | |||||
| Maintenance/Machinery/FuelEtc | 262 | 262 | 3,787 | |||
| Sundry | 145 | 145 | 157 | |||
| NonDomestic Rates(Exempt) | ||||||
| TOTAL EXPENDITURE | 6,420 | 0 | 6,420 | 11,181 | ||
| NET INCOME-EXPENDITURE | 47,727 | 0 | 47,727 | 515 | ||
| TransfersBetween | Funds | |||||
| NET MOVEMENTINFUNDS | 47,727 | 0 | 47,727 | 515 |
| 2ReconciliationofAccounts | ||||
|---|---|---|---|---|
| Reconciliation of Funds, | FinancialYearTo | 31Dec | 23 | |
| CurrentFinancialYear, | LastYear | |||
| Unrestr'd | Restricted | Total | Total | |
| FundsBroughtForward | 2,081 | 2,081 | 1,551 | |
| MovementAfterTransfers | 47,727 | 47,727 | 515 | |
| TotalFundsCarriedForward | 49,808 | 49,808 | 2,066 |
| 1.1.3StatementofAssetsandLiabilities | 1.1.3StatementofAssetsandLiabilities | |||||
|---|---|---|---|---|---|---|
| MovementsinFundsforthe | Financlal | PeriodTo31Dec | 23 | |||
| CashFunds | Bt'Fwdat 01Jan23 |
Receipts inPeriod |
Payments inPeriod |
Transfers inPeriod ooo |
Cd'Fwdat 31Dec23 |
|
| CashatBank& inHand | ||||||
| Bank,Current Account PettyCash |
2,081 384 |
51,038 663 |
3,978 796 |
49,141 251 |
||
| PayPalAccount | ||||||
| DonatedGoods Bank,Deposit Account |
2,446 | 2,446 0 |
||||
| TotalCashFunds | 2,465 | 54,147 | 7.220 | 49,392 | ||
| Debtors UnreconciledIncome) |
0 | |||||
| Creditors{UnreconciledExpenditure) | 0 | |||||
| NetCashFunds Non-CashFunds |
2,465 Bt'Fwd at 01-Jan-23 |
Additions inPeriod |
Disposals inPeriod |
Depr/Revals inPeriod |
Cd'Fwd at 31-Dec-23. 49,392 |
|
| Assets | 11,077 | -1,104 | 9,973 | |||
| Investments TotalNon-CashFunds |
11,077 | 0 | 0 0 |
-1,104 | 0 9,973 |
|
| TotalFunds(Net) | 13,542 | 59,365 |
| Balance | Sheetasat31Dec23 | Sheetasat31Dec23 | ||
|---|---|---|---|---|
| Current FinancialYear, | LastYear | |||
| Assets | Unrestr'd | Restricted | Total £ | Total £ |
| Tangibleassets | 9,973 | 9,973 | 11,077 | |
| Otherassets | ||||
| TotalNon-CashAssets | 9,973 | 0 | 9,973 | 11,077 |
| Cash | ||||
| Cashatbankandinhand | 49,392 | 49,392 | 3.432 | |
| Debtors | ||||
| Creditors{Duewithinoneyr} NetCash |
49,392 | 49,392 | 14,509 | |
| Totalassetslesscurrent liabilities |
59,365 | 59,365 | 25,586 | |
| TotalFixedAssets | 9,973 | 9,973 | 11,077 | |
| TotalCurrentAssets | 49,392 | 49,392 | 3,432 | |
| CurrentFunds | 59,365 | 14,509 | ||
| 59,365 |