Trustees' Annual Report for the period
Period start date Period end date 1 October 2024 30 September 2025
From
To
Section A Reference and administration details
| Charity name Other names charity is known by Registered charity number (if any) Charity's principal address |
Trec Lincolnshire |
|---|---|
| 1197093 | |
| Samoht Cheal Road Gosberton Spalding | |
| Postcode PE11 4JF |
Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Kim Lord Chair
2 Angela Marsh
3 Pamela Fromm
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Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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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
- (eg. trust deed, constitution)
How the charity is constituted
Association
- (eg. trust, association, company)
elected by membership at AGM Trustee selection methods
(eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
The trustees are currently reviewing the charity’s governance framework and are working to adopt a updated suite of formal policies—including formalized internal financial controls—over the coming financial year.
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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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
TREC is an amateur equestrian sport that promotes both ridden and non ridden activities to a very wide range of people from all walks of society and all types and size of ponies/horses. The age range extends from 4 years upwards as participants can to a very large extent choose their own level of challenge. This is what makes TREC a very accessible activity/sport for everyone.
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- Training In the past year there have been 5 training events organised. These are usually very small and friendly groups of a similar level or experience. At an introductory level, either ridden or in hand, attendees learn about what is to be expected of the sport and how it is judged and marked. Anyone interested, but not able to bring an equine for some reason, is encouraged to attend as a spectator or helper.
In addition to our regular group training, we introduced individual training sessions this year. These sessions were subsidised by the club to make personalized coaching accessible to all members, especially the more advanced ones, allowing riders to focus intensively on specific skills and safety goals regardless of their financial circumstances
Training is occasionally organised with a mini competition at the end of the session, this affords participants a very easy and relaxed introduction into the sport and helps put the training and guidance on rules and time restrictions into context.
- Competitive Events Summary of the main activities In the Summer 2025, a two day event was organised at Well Vale Country undertaken for the public benefit ride. The competition had 7 Classes and included 3 different Levels, each level in relation to these objects to be ridden as an individual or a pair. Length of routes ranges from 5 Km up to (include within this section the a 20km route at Level 2. statutory declaration that The weekend also included a starter class to encourage riders who enjoyed trustees have had regard to the Winter TREC, but who had not had the confidence to enter a competition with guidance issued by the Charity the map reading element. Commission on public benefit) The event was successful and very well received by competitors who travelled from around the country to attend as well as attracting many new and local competitors.
This year an additional competition was held in conjunction with another TREC club to enable us to foster collaborative club networks and further advance local equestrian sport by developing advanced riding, navigation, and horsemanship skills within the wider regional community. Although this competition did not include a starter class, it did cater for beginners to the sport as well as classes for the higher-level riders, allowing us to cater effectively to intermediate and advanced competitors who require more technical, specialized tracks to maintain their sporting development and progress safely under competitive conditions. Four, monthly, Winter competitions held 2022/23 at Lincolnshire Rural Activities Centre (LRAC); a Registered Charity itself, have been very well attended with many new participants to the sport. Each Winter competition has 10 classes, ranging in level, some being a Starter level/in hand and others Affiliated with the TREC GB Winter League Table. Trec Lincolnshire committee and trustees have taken the commission’s public benefit guidance into account when making any decision it is relevant to
Additional details of objectives and activities (Optional information)
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The charity is dependent on, and thoroughly appreciative of, all the volunteers who help throughout the year. Without the hard work of the committee there would be no events organised and volunteers at events, rather than paid stewards, keep entry fees low to ensure that everyone that wants to can join in.
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
Section D Achievements and performance
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Section D Achievements and performance On the back of numerous competitions and training events held Trec Summary of the main Lincolnshire gained finalist status in all but 2 categories in the national awards achievements of the charity during the year
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Section E Financial review
The reserves have been set to enable the charity to continue to meet its Brief statement of the charity’s overheads in the event that it is prevented from holding activities, also to provide policy on reserves for unexpected / occasional expenditure on new and replacement equipment, and enable subsidising of training sessions. This year we are also looking to the future with the possible introduction of electronic scoring which will require some investment.
Details of any funds materially in deficit
none
Further financial review details (Optional information)
Establishment of Opening Fund Balances During the preparation of this period's accounts, the trustees undertook a thorough internal review of the charity's historical ledger records to establish a precise financial baseline.
You may choose to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
The true, actual opening cash balance at the start of the current financial year was verified to be £7,182. This consists of £[Insert True Restricted] held in Restricted Funds for designated project purposes, with the remaining £[Insert True Unrestricted] allocated to our Unrestricted General Fund.
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how expenditure has supported the key objectives of the charity;
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Because previous period filings did not formally aggregate fund totals, the
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the key objectives of the charity; comparative column has been omitted from this report. The current year's
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investment policy and accounts bring forward these verified opening positions to ensure absolute objectives including any ethical accuracy and strict tracking for all future periods. investment policy adopted.
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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) K Lord Full name(s) Kim Lord
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Position (eg Secretary, Chair, etc) Chair
Date 31/7/2026
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Accounts
Trec Lincolnshire 1197093
Receipts and payments accounts CC16a For the period 01/10/24 30/09/25 To from
| A1 Receipts Unrestricte d funds to the nearest £ |
A1 Receipts Unrestricte d funds to the nearest £ |
A1 Receipts Unrestricte d funds to the nearest £ |
Restricted funds to the nearest £ |
Restricted funds to the nearest £ |
to the nearest £ Endowment funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ |
|---|---|---|---|---|---|---|---|
| EntryFees incl aa donations from rider | 14692 s |
128 | 14,820 | ||||
| MembershipFees | 618 | 618 | |||||
| Other income incl sponsorship& affiliat | 473 e |
473 | |||||
| Donations | |||||||
| Sub total(Gross income for AR) | |||||||
| 15,783 |
128 | 15,911 | |||||
| A2 Asset and investment sales, (see table). |
|||||||
| Sub total | |||||||
| Total receipts A3 Payments |
|||||||
| 15,911 | |||||||
| Chartable activities | 12,398 | 12,398 | |||||
| Governance costs | |||||||
| restricted fund | 291 | 291 | |||||
| roundingadjustment | 1 | 1 | |||||
| Sub total | 12,399 | 291 | 12,690 | ||||
| A4 Asset and investment purchases, (see table) |
||||||||
|---|---|---|---|---|---|---|---|---|
| Equipment | 114 114 |
114 | ||||||
| Sub total | 114 | 114 | ||||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
12,513 3,270 |
291 -163 |
12,804 3,107 7,182 10,289 |
|||||
| 3,270 | -163 | 3,107 | ||||||
| 7,005 | 177 | 7,182 | ||||||
| 10,275 | 14 | 10,289 | ||||||
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| Categories B1 Cash funds B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Accounts Details Bank petty cash Details Details Timing Equipment Printer Details Arena Hire Fees Expenses not yet claimed Signature K Lord Total cash funds (agree balances with receipts and payments account(s)) Trec Trailer Trec Obstacles Competition equipment eg clipboards, boxes |
to nearest £ Unrestricted funds |
to nearest £ Unrestricted funds |
to nearest £ Unrestricted funds |
|---|---|---|---|---|
| 10,275 | 14 | |||
| 10,275 | 14 | |||
| Kim Lord | ||||
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