2023-03-31-accounts - Morpeth Group Riding For The Disabled

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TRUSTEES ANNUAL REPORT – April 2022 to March 2023

MORPETH RDA

Charity name, registration number, address, and trustee names.

Morpeth Group Riding for the Disabled (Morpeth RDA)
Charity number 1123482
Kirkley Hall Equine Centre Ponteland, Northumberland, NE20 0AQ
Trustee names;

 Kirkley Hall Equine C  Trustee names;	entre Ponteland, North
Carole Peters-Jones (CPJ)	Andrea Foote (AF)
Teresa Scott(TS)	Pauline Clegg (PC)
Georgie Simmons (GS)	RhonaWalton(RW)
Jonathan Peters-Jones (JPJ)	Martin Foote (MF)

Structure and details of how it is managed, including how it recruits trustees.

Eight trustees with Co-Chair CPJ and AF. Treasurer TS and Secretary PC
Meetings held every 6 – 8 weeks.
Supported and governed through County, Regional and National RDA.
Trustees invited to join Morpeth RDA based on key elements of the following; Previous RDA experience, Charity / Fundraising experience, Business experience, Horse welfare, Volunteer support. Trustees are elected after review by current Trustees.

Activities and objectives in the year.

We are a UK charity dedicated to improving the lives of children and adults with both developmental and physical disabilities in the North East of England.

Our horses and ponies provide therapy, achievement, and enjoyment. Riders experience 1000 beneficial movements every 10 minutes. Half an hour on a pony has huge benefits physically and mentally as well as being a great confidence booster – 90% of riders improve their confidence and self-esteem.

We provide life-changing experiences for disabled children and adults. Enriching the lives of disabled people with activities and interactions, helping develop skills, fitness, and opportunities for achievement.

Achievements and performance, including reporting on its public beneft.

We currently offer up to 20 sessions a week – a session can accommodate up to 6 riders. Schools usually work on a half term rotation, which means that every 6 or 7 weeks they will bring a new group of riders. On average we have approximately 100 riders a week attending the Centre.
The following schools and adult support centres attend every week. Collingwood School and Media Arts College , Stobhillgate, Morpeth, Northumberland, NE61 2HA
Northumberland Pupil Referral Unit , Pitt Lane, Front Street, Seghill, Northumberland, NE23 7EB

Parkside House School , Station Road, Backworth, Tyne & Wear, NE27 0AB

The Dales School , Blythdale Site, Cowpen Road, Blyth, Northumberland, NE24 4RE

Hexham Priory School , Corbridge Road, Hexham, Northumberland, NE46 1UY

Gibside School , Shipcote Lane, Gateshead, Tyne and Wear, NE8 4JA Hadrian School , Bertram Crescent, Newcastle upon Tyne, NE15 6PY Castle School, Academy Road, Ashington, NE63 9FZ

Thomas Bewick School , Linhope Road, West Denton, Newcastle upon Tyne, NE5 2LW

Tynedale Group – Adult Support Centre, Hexham

Event Success – (Measurable Benefits?) Horse riding is a partnership with an animal, which also has to be respected and cared for. This partnership benefits all riders but particularly children and young people with communication and learning difficulties: RDA have developed a professional tracker tool which measures progress in six categories. The RDA tracker report shows: 74% improvement in physical ability
77% experienced greater confidence
75% improvement in enjoyment
65% greater willingness and ability to communicate
72% improvement in relationship building skills
78% improvement in horsemanship

For the children in the special schools we work with this improvement translates into an improvement in their ability to learn and develop in all areas of the schooling.

Financial review including any debts and details of your reserves policy (if applicable).

Morpeth RDA has no debts.
Reserves policy is to have a minimum 12 months funding in place at the end of every financial year.
Our cash reserves (brought forward) from March 2022 was £21,415. This included £9564 of restricted / dedicated funds.
Income for 2022 – 2023 was £40 745
Expenditure for 2022 – 2023 was £22 398
Notes. We increased our funding to enable the purchase of additional horses, given the age and condition of the current animals. Also, welfare (Vets fees and farrier costs) have increased in the last 18 months which will raise our required reserves levels as we move through the 2023 – 2024 financial year.

Funds held as a custodian trustee

No funds held as a custodian trustee.

REGISTERLD COMPANY NUMBER.. 06828139 (England Wales) REGI.%TFRED CHARITY NUMllbR: 1123482 RFPORTOFTHE TRUSTEES AND UNAUDITED FINANCIALSTATEMENTS FOR THF YEAR ENDED31 MARCH 2023 FOR MORPETH GROVP RIDING FOR THK DISAIILED Grrave5 GThndle Chartered Aceouniants Vicroria House BoDd&yaie Within Alnwick Northumberland NE66 ITA

MORPETH CROUP RIDING FOKTHE DISABLED CON'fKNTS OF THE F'INANCIAL STATEMENTS FOR THE YLAR fiNDLD31 MARCH 2023 Page Report ofthe Trnstet5 Independerbt Examintr's Report StAttmetht of Financial Activities Balance Sheet Notes to the Pinanci81 Slaiemenis 7 to I I DetAiltd Ststtnjent of Finaneial Activities 12

MORPF.TH GROUP IIIDING THE DISABLED RCI PORT OFTHETRUSTEES FOR THE YEAR F.NDED31 MARCH 2023 The irusieeg who are a150 direcrS of the cliarity for the purposes of the Companics Act 2Q06, PTesent their report with the financial staiements of the charity for the yeaT ended 31 March 2023. The tru5t¢es have adopted the provision5 of Accounting and RertIng by Cliaritics.. Statetneni uf Rtcornmcndd Praciiee applicable to chariries PTewdnng their accounts in acwrdance with the Financial Rew)rtin¥ Stand4rd applicable in the UK and Republic of Ireland IFRS 1021 leff¢ctiv¢ l January 20191. OBJECTIVES AND AcfIviTIES Objectiv¢s and aims lo provide the objects of th¢ Riding for the Disabled Asgociation incorporating Carriage Drivin& a charity r¢gister¢d under charity number 244108 1"RDA"I by providing disabled people wilh the opportuniiy to ride anthor catria¥e drive to benefil their health and well-being. Publit btThefE¢ The IruslLLS have refe to the guidance contatned in Ihe Charity ComTnission's general guidance on public benefil when rcviewing Ihe charity's objectives and aims and in planning fuiurt wtivities. ACHIEVEMENT AND PERFORMANCE Charitable 4Tretivities Morpeth Riding for the Disabled Assotixtion Is a chaTity focused on providing th¢rapcutic horse riding lessons to ptvpl¢ with developmcntal aiid physical disabilities well seeking to itnpr()ve the lives of those with Incntal health difficultie5. During ihe period 2022Q023 we havt workcd hard to get lesson back to pre-covid level. We offered riding sessions on Mondays. Tuesdays, ThuT5days an d Fridays to ovcr 100 regular users. FINANCIAL REVIEW -inaTh¢i¥l position At JI MarLh 2023. the charity had an UllTestricied general fund balance of £33.206, a designated fund balance of £4.961 and a iestrthcted fund balance of £17.500. Keserves policy The trustees aim io ensure that the charity hold5 suffici¢ni reserves io meet its annual running costs. STRucfuRb.GOVERNANCk AND MANAGEMLNT Civverning docurn¢nt The Lharity is controlled by its governing docutnenL a deed of tru5¢ and constitutes a litnitd wtnpany. limited by guaraniee. as defjned by the Companies Act 2006. Risk m%nxgement The trusiees have a duty to identify and review the risks lo which the charity is exposed and to ensure appropriate coninils are in place to provide re&£onable a££urance against frnud and error. The trusie¢s have made an assessment of ih¢ major risks tacing the charity and are satisfied thai ther¢ are poli¢i¢s in place 10 minimise these risks. Page S

MORPETH GROUP RIDING FOR THE DISABLED REPORT OF'I'HE I"RusfEES FOR THE YEAR F.Nt)ED31 MARCII 2023 REFERENCE AND ADMINISTRATIVE DETAII. Registered CompAny number 06528139 (England dnd Walcsl Registered ChArity number 1123482 Registered office Kirklcy Hall Kirkley Ponieland r%orthumberland IE20 OAQ Triistees Ms M Macaulay Iresigned 16.3.231 Mrs'1' A Scott Mr5 P M Clegg (appointed 22.2.231 J Pelers-Jone5 Mrs A J Foote (apInted 22.2.231 M P Foole lappx)inied 22.2.231 Ms R Walion (appointed 6.6.231 G I Simtnons (appointed 6.6.231 Mrs C Peters-jones Ms K Howard Iresibpned 6.6.231 Jndependeni Exftmintr JanL Flarvcy F.C.A. Greaves Grindle Lhartered Accounranis Viaoria 14ou5e Bondgate Within Alnwick N'orthutnb¢rland NE66 ITA Approved by order of the board of trustees on 23 October 2023 and signed on its behalf by.. J a Jc8*- Mrs T A Scott- TTUgtee Pag¢ 2

INDEPENDENT KXAMINER'S REPORTTO'I"HF.TRUSTEES OF ORPETH GROUP RIDING FOR THE DISABLED Independent examiner's report to the trustees of Murpeth Gr0p RidIg For The Disabled ('tht Cumpany'l I report to the charity trustces on my examination of the accounts ofihe Cotnpany for rheyear ended 31 March 2023. RL4ponsibilities and bRSi% nf report As thL' Lharity's truslces ol'ihe Cotnpany land also it5 dIreOrS foT the purposes of cotnpany lawl you are responsible for the prepaTaiion of the accounts in accordance with the r¢quiremenls ot'the Companics Act 20061'the 2006 Act'l. Havin¥ satisfied myself that the accouttls of the Company are noi rtquired to be audiied und¢T Part 16 of the 2006 Act and are eligible for independent exarnination, I report ID respect of tny exarnin8tion ol your charity's accounts as carried out under Section 145 of the Charitie5 Act 2011 I'the 2011 Act'l. Iii carrying oul tny txamination I have followed ihe Dirtctions given by the ChaTity Commissitsrt undcr Section 145151 Ibl of the 201 I Aci. Independent exAmintr's ststernent I have eotnp1td my examination. I confjrni Ih2t no matter5 h&ve coine to my attention in connection with the examination giving me cause 10 believe.. a¢¢ounting TOrdS wcre not kept in respect of the Company as re4uiTed by Section 386 of the 2006 A¢t'. or the aGcounts do noi accord with tho%e reLord5' or the acthunt5 do not cnmply with Ihc accouiiling requirements of S¢clion 396 of ihe 2006 Act otlier thati any requirement that the accounts give a true and fair view which 1% not a matter considered ag part of an independent examination., or th¢ arUnts have noi been prepared in aCrdanCe with the methods and principles of the Statement of Recurntnended Praciice for accouniing at]d rewrtin& by charities (applicable to charities pr¢paring their accounts in accordan( with Ihe Financial RetM)rting Standard applicable in th¢ UK and Republic of Ireland IFRS 1021). I have nv coDGems and have come across no other Inatters in connection with the cxatninatioii to which attention should be drawn in this [Crt in order ¢nable a proper understdnl of the awounts to b¢ reached. Jane Harvey F.C.A. Gteaves Grindle Chartered Accounthnts Vtctoria l-louq¢ Bond¥ale Within Alnwick Northumberland NFkn6 ITA Da.. Page 3

MORPETH GROUP RIDING FOR THE DISABLED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR FNDED31 MARCH 2023 2023 Totsl funds 2022 Tots nds Unrestricted funds R¢5tricted fund5 Notes INCOML AND EIIDOWMEN'IS FROM Donaiions and legacies 15.046 16,165 31.211 2.228 ChAritAblt #ctivitie5 Ridin¥ for the disabled 15 15 Other trading activities Investment incotne 9,519 9519 4.577 Total 16,165 40.745 6,810 EXPENDITURE ON Raising fijnds 1,028 1,028 696 Charitable xctivities Riding for th¢ disabled 1&955 4.415 21 J70 13,100 Total 17,983 4,415 22 J98 13,796 NET INCOMEllkXPFNDITURE) 11,750 3,647 18J47 16,9861 TrxnsfeD between funds 13,647} Ntt tnovement Én funds 2,950 18 J47 16,9861 RECONCILIATION OF FUNDS lotal funds broughi forward 35,217 2,103 37J21) 44.306 TOTAL FUNDS CARRIED fiORWARD 38,167 55.667 37.320 Th¢ notes fonn part of these financial sthtements Page 4

MORPEI'H CROUP RIDING FOR THE DISABLED BALANCE SHEET 31 MARCH 2023 2023 Total funds 2022 Total funds Unrstricted funds Restricted funds Notes FIXED ASSETS Tan¥Tibl¢ assets 10 8,667 17,477 15,413 CbRRENT ASSETS Debtors Cash ai bank and in hand 1,104 21.403 30,017 8,833 38,850 30,017 8,833 38.850 22.507 CREDITORS Amounts f2I1ing due within one year 10 {660} 16601 16001 NET CURRENT ASSETS 29J57 8,833 38,190 21.907 T(YfAL ASSE'I'S LESS CURRENT LIABILITIES 38.167 55,667 37,320 NE"r ASSETS 38,167 $5.067 37.320 FUNDS Unrestricted fund5 Restricted funds 38,167 17,5 35217 2.103 TOTAL FUNDS 37,320 The charitable c4)mp2ny is entitled tg exemption from audit undeT Section 477 of the Companies Act 2006 for the year ended 31 March 2023. The tneinbers have not Tequir¢d the company io obthin an audit ()f its financial ststcmenis for the year ended -1 l March 2023 in accordance with Se£iion 476 of th¢ Conipanies Act 2006. The trustets acknowledge th¢ir reswnsibililies for ensuriii¥ thai th¢ charitable eompany keeps accounting records thai comply wilh Sections 386 and 387 of the Companies Act 2006 and preparing fjnancial stsiernents which give a true and fair view of the slate of affaits of th¢ charitsbl¢ company as at iht end of each finanLial year and of its surplus or deficit for each ljnancial year in accordance with the uirttncnts of Scctions 394 and 395 and whiLh otheTWiSe comply with the requirements ofthe Cornpdnies A 2006 relating to fjnancial sthtements, so far a4 applicable to the charitable company. Ibl The notes fomi part of th¢s¢ financial statements Page 5 Continued...

MORPETII GROUP RIDING FOR THL DISABLED BALANCF. SFIEET_ coDtinued JI MARC.H 2023 These financial statements have becn prepared in a¢£oTdaDce with the provisions applicable to charitable cornpanies Subject io the sinall companjes regitne. Th¢ financial statetnents were approved by the Board of Trustees and authori5ed for issue on 23 October 2023 and were si¥ned on its behalf by.. JaJab T A S¢ott- Trustee The notes forrn part of the financial statements Pag¢ 6

MORPETII GROUP RIDIYG FOR THE DISABLED NOTES TO TIIE FINANCIAL STATEMENTS FOR TIIE YEAR F.NDEDJI MARCH 2023 ACCOUNTING POLICIES BASÉS of prep#riDg the finAnti%l stxtements 'rht liiianLial statetnents of Ihe charithblt company, which is a public benefjt entity under FRS 102, have been prepared in accoTdancc with the Charities SORP IFRS 1021 'Accounting and RertIng by C.harities.' Staicmeni of Recommended Practice applicable to charitie5 preparing their accounts in accordance with the liinancial Repurting Standard applicable in the UK and Republic of Ir¢land IFRS 1021 l¢ffeGtive l January 20191,, Financial Reporting Sthndard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland, and the Companies Act 2006. 1'h¢ finaiicial statements have bten prepared undeT th¢ historical cost convention. InLomL' All income is Tecogni5¢d in the Staicment of Financial Activities once the charity has ¢ntitlemet]t the funds, it is probable thai the in¢orne will be Teccived and (he atnount can be measured reliably. Expenditure Liabilities are rteognised as exp¢nditUT¢ as s)n as ihere is a legal or Ixinsiructive obligation committing the ¢h3rity 10 that cxpendiiure, it is probable thai a transfer of economic bcnefjts will be Ttquired in settlerncni attd the atnoiini of the obligation can be measured reliably. EXndIturC is accounred for on an accruals b1% and has been classified under heading5 that aggregaie all L4)St related to tlie cai¢gory. Where costs cannot be directly attributed particular headinbs they have been allocated io activiiieg on a b&%is con515tent with the use of resources. TAn%ible fixed 8s_wts DepreLiaiion is provided at the following annual rates Iti Order to write off each ass¢1 ovcr its estimated useful Jurnps and equiptllent Saddlery Tractor 21Y/o on reducing balance 200/0 on dUCT balance 2QO/& on rducing balance Taxation Thc charity 15 exempt from corpordtion on its tharit2ble activities. Fund Accounting Unrestylcd funds can be u9¢d ID Af£OTdance with the charitable objectives ai the discretion of the ITUSte¢$. ReSiTIGted funds can only be used for particular resir1ed purroses within the objects tsf the Gharity. Restrictions aT15e whcn specified by the donor or when funds are raised for particular restriCd purposes. Further explanation of the nature and putSe of each fund is itJclud¢d in the not¢5 to the financial stateinenis. Page 7 ¢ontinu¢d...

MORPETH GROUP RIDINC. FOR THL DISABLED NOTF.S TO THE f4 INANCIAL S'I'ATEMEINTS- continued FOR THE YEAR ENDED JI MARCH 2023 OTHLR TRADINC AcfivITIES 2023 2022 Fundraising events 9,519 4,577 INVESTMEKf INCOMF. 2023 2022 Dep051t account interest NET INcOMlExPENDITuREl Net incomellexpendilurel is st*d aft¢r ChargIn{creditIng)'. 2023 2022 Depreciation- owna assets 328 1.200 TRusfEES' REMUNEIL4TION AN'D BENEFITS There were no irusiees, Tefflunerdtion or other benefits for the year ended 31 March 2023 nor for the year ended J l March 2022. Trusites, exptnsts There were no trustees. expenses paid foT the year ended 31 March 2023 nor foT the year ended 31 March 2022. EMPLOYEES Ihe charity had no cmployee5 for the year ended 31 March 2023 nor for the year ended 31 March 2022. COMPARATIVES FOR THE STATEMENT OF FINANCIAL AcfiviTIES Unrestricted lunds Restricted fund5 ToLq funds INCOME AND ENDOWMF.N'I'S bROM Dunations aiid Icgacies 2.228 2,228 Charitable activities Riding for the disabled Other trading aciiviiies Investtnent incorne 4,577 4.577 Total 6,810 6,810 EXPF.NDITURE ON Raisiiig funds 696 696 Charitable aetivitie5 Riding for rhc disabled 13.100 13,100 Page 8 conisnu¢d...

MORPETII GROUP RIDIiYG FOR THE DISABLED N(YfES TO THF. FINANCIAL STATEMF,INTS- continued FOR7'HE YbAR ENDLD31 MARCH 2023 COMPARATIVES FOR THE STAI'EMENT OTr FINANCIAI. AcfiviTIFS- tontinueil Unresiricied Restricted funds funds Total funds Tot*1 13,796 13,796 NET INCOMEI{EXPENDITURE) 16.9861 16,9861 RECONC.II,IATION OF FUNDS ToiLiI funds broughr forward 42,203 2.103 44.306 TO'I'AL FUNDS CARRIED fiORWARD 35,217 2,103 37,320 TANGIBLE FIXED ASSETS Jumps and equipment Potties Saddlery Tractor Totals COST At l April 2022 Additions Disposals Valuation adjustment 1,133 18,113 8.667 (4,942} 13,111} 8,667 11,1331 (3J09) At 31 Mar¢h 2023 16.167 2,560 18,727 DEPREC.IATION At l April 2022 Chargc for year Eliminaied on disrrt)8al 407 922 328 lJ71 2.700 328 {1,7781 1407} {lJ711 At 31 MaTch 2023 1250 1,150 NET BOOK VALUE At 31 MaTch 2023 16,167 iJio 17.477 Ai 31 March 2022 726 1.638 2.438 15,413 Page 9 ontinued...

MORPDTH GROUV RIDING FOR THV DISABLED NOTES TO I'HTr. FINANCIAL STAI-EMEwf.s_ eontiThued FOR TIIE YEAR KNDED31 MARCH 2023 DEBTORS: AMOIJNI"S FALLING DUE WITIIIN ONE YEAR 2023 2022 Gift aid re1Vable 1,104 CREDITORS: AMOIINTS FALLING DUE WITHIN ONE YEAR 2023 2022 Accrned expense5 600 MOVEMENT IN FUNDS Net movetnenr TllsfCrs belweert nds Al 31.3.23 Ai 1.4.22 Ilnrestrieted funds General fund CJ Legacy designated fund Ponies de5ignthd thnd 27,7S6 4,961 6597 {1,1471 33,206 4,961 (2.$1)0) 35317 6.597 (3,647) 38,167 Restricted funds Charnpionship fund Ponies re5tricied fund 2,103 {32.fl)) 15,UOO 1,147 2,500 17.51 2.103 11,750 3,647 17,500 TOTAL FUNDS 37J20 18,347 55.667 movement in fund5. included in ihe ave are as follows.. Inwrning resources Resources expended Movetnent in funds Unrestricted fund5 Generdl fund 24,580 (17,9831 6.$97 Restritted fund5 Championship fund Ponies resiricted fund {4,415) (3250} 15,000 15,0(K 16,1&S (4,415) 11,750 TOTAL FUNDS 40.745 (22J98) 18J47 Pag¢ 10 ontinued...

MORPET14 GROUP RIDING FOR THE DISABLKD N01'ES TO TIIE FINANCIAL STATEMENTS_ continued FOR THF YEAR F.NDED 31 MARCH 2023 MOVEMLNT IN FUNDS- tontinued CompgrJ)tives for movement in funds Nel movemeni in funds At 31.3.22 At 1.4.21 Unrestricted funds GL'neral fund CJ Le¥acy dIgnated fund Ponies designated fund 37,242 4.961 19.4861 27,756 4,961 2.500 2.500 42.203 16,9861 Rcstri¢ted fund5 Championship fvnd 35,217 2,103 2,103 TOTAL FUNDS 44,306 16,986) 37,32 Comparative net movement irt funds, included in the above are as follows.. Incorning resour¢¢s Resource5 expended MoveTnent in funds Unrestritted funds General ftsnd Ponies d¢signaied fund 4.310 2,500 113.7961 19,4861 2,500 6.810 113,796) 16.9861 TO'fAI, FUNDS 6,810 113,7961 16.9861 12. RELATED PARTY DISL"LOSURES There weTe no reled party transactions forth¢ year ended 31 March 2023. Page 11