Horse Sense Wirral REPORT AND FZNANCIAL sfATEMENTS for the year ended 31st October 2024 Registered Charity No: 1152111
Annual Report for the year ended 31st Ortober 2024 Contents Page Trustees and Advisers Report of the Trustees Independent Examinerfs Report Statement of Financial Activities Balance Sheet Notes to the Financial Ststements Detsiled Income and Expenditure 10
Horse Sense Wirral Trustees and Advisers for the year ended 31st October 2024 Trustees: Amy Pine Shaun Pirie Rachel Tyrie Correspondence Address: Lodge Farm Neston Road Thornton Hough Wirral CH63 IJF Managers - Finan Yard Yard Assistsrt W Parker-Radley J Wood S Baker
Report of the Trustees for the year ended 31*t October 2024 The trustees present their report and the financial statements for the year ended 31st October 2024. The financial statements have been prepared in accordance with the accounting policies set out on page 9 and comply with the Charity's Trust Deed and applicable law, including the Statement of Recommended Prattice, "Accounting and Reporting by Charities- (SORP 2005). Historyi Objectives and Artivities of the Charity Horse Sense Wlrral became a registered charity 20th May 2013, since successful registration we have concentrated on increasing our public profile in order to increase income to Stsbilise our finances for the future, this include5 holding public events, increasing online publicity and distribution of collettion boxes amongst local shops. Our objertives are to relieve pain and suffering in animals particularly horses and ponie5 by providing ample love and care including veterinary care when required in order to be able to find them a new home when recovered however, a number of ponies do have to stay within the santtuary for life due to ongoing medical care and managem Management and Governance Arrangements The Charity is Managed and govemed by the Trustees detailed on the previous page. Prncedures and Policy for Grant Making The Charity has a Finance manager for the purpose of grant searching and applications. Our Trustees and volunteers also regularly compose and send applications to local business for donab.ons of items required for repair works etc. Financial Review, Investmerrt Policy and Reserves Over the last 12 months we have tried various methods of raising money includingi Visltor days, Family fun days, pony and small animal adoptions, virtual fostering, online raffles, online shows, collection tins, online auctions, cake sales, recycling of old horse rugs. Fundraising has been particularly hard due to the high cost of living increase. Those that have been successful we will continue to operate into 2025 and strive to come up with new ideas to try also applying for grants to make improvements to the running of the charity. Along with the support of the public donations is what enabled us to maintsin the high standard of care we pride ourselves on. Our main fundraising aim for 2025 other than day to day costs is to continue a high standard in all aspects of rescue and animal welfare as a charity. Achievements and Performance of the Charity In 2024 we installed a wash room with solarium, this is a great addition as can also be used to dry off horses tf time is of the essence. The solarium can be used for warmth to help with muscle along the back and help with raspatory issues. The charity where honored to be a finalist in the BBC Make a difference awards. We installed a Vet Room in 2022, making it easier for our vets to treat the animals on site, keeping our costs down. After Covid - 19 we have built up our volunteer numbers. getting bad( to pre Covid numbers.
Since rescuing a pony (Copper) in August 2019, we established a good relationship with the Guardians of the Carneddau Mountsin Ponie5, making ourselves available to help with any poorly ponies and we also attended the annual gatherings in November each year with our Vet, Luke Edwards of Leahurst Equine Practice, to perform health checks on the herd and remove any in poor condition or injured. These ponies roam fe on rough terrain over thousands of acres. After several very poorty ponies, we started looja'ng more closely as to what the problems may be. We worked with the guardian5 and our vets to research any change in the environment, that may have affected their health. This enabled the guardians to implement changes were possible to keep this rare breed healthy. our reputation takes us down many avenues, we are keen to advise horse owners on welfare Issues to enable them to make changes were necessary to keep their horses healthy. We are also happy to work with other rescues, and give advice to new rescues who like our principles to give a good foundation going forward. Our biggest achievements so far are:_ To save and turn around the lives of 82 Camaddeu ponies, rehabilitate and rehome. To erect a purpose built duck house with large pond. and erett more secure post and rail fencing. Our Chair to be a finalist at the Daily Mirror Animal Hero Award ceremony heSd in London in 2014. To move to bigger better equipped premises. Although a huge undertaking we felt we needed to make the move in order to reach the demands put on the charity due to the current equine crisis. The premises are easier accessible for the public and has opened many doors already. We are proud to be able to work very closely with Leahurst Equine Practice and their students, offering hands on experience. We have also bn awarded several grants, which has enabled us to demolish the old barbed wire fencing and rebuild with p05t and rail for the horses safety and so we are more accessible for the public on open days. We have converted one of our barns to an arena to make more suitable for our needs, giving u5 year round cover ft>r rehabilitsting the horses. We update our website and media sites regularly, which not only reaches the general public but allows us to publlsh animal welfare/informats'on to help educate and inform the public. The charity offered its services free of charge. to victims of a neart)y gas explosion in New Ferry in 2017, to temporarily house any family pets effected. Working with the emergency services tr) enter the No go zone. to rescue or to feed any pets to scared to come out of the rubble. Our income and public support is steadily growing. since achieving Charity ststus. Over the years we have built on a successful training program, working with schools, colleges and universities. We offer work experience throughout the year, and through recommendations, are receiving more requests to work alongside these establishments. We have also built a strong relationship with vulnerable volunteers. We find those with mental health issues, such as OCD, PTSD and Anxiety adapt well working wth the animals, and their tutors/guardians see a vast improvement. Risk Assessment We have a risk of infertious diseases to which we stay alert to, and call upon the professional knowledge of our veterinary practice to reduce the likelihood of such diseases spreading. There are also risks of accidents as we work with horses (especially young and unhandled) to which we take steps to avoid as best as we can by, alerting everyone who comes in contsct of the horses of the potential dangers and health and safety procedures we require i.e. protective hats/footwear. All our volunteers are required to sign a contratt of employment, which also outlÉnes safety procedures required.
Reserves Policy It is the po5icy of the Charity to maintain unrestricted funds, which are the free reserves of the Charity, and remains available in case of need. The Trustees regularly discuss the portfolio of the charity and future requirements of the charity. The Trustees believe that it is prudent to ensure that there are sufficient funds to provide financial flexibility for the current running and future development of the Charities objettives and unforeseen events. Future Plans The Trustees intend to continue to fulfill the objectives of the Charity by increasing publicity and fundraising. Our aim in 2025 is to continue to raise awareness and to educate and give support to the general public on welfare matters. Our aim is to be the best we can in our field. ststement of Trustee5' Responsibilities The Trustees are responsible for preparing the Trustees, Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Prattice). The law applicable to charities in England & Wales requires the Trustees to prepa financial statements for each financial year which give a true and fair view of the stste of affairs of the charity and of the incoming resources and application of resources of the charity for that period. In preparing these financial statements. the Trustees are required to: select suitable accounting policies and then apply them consistently. observe the methods and principles in the Charities SORP. make judgements and estimates that are reasonable and prudent; state whether applicable accountyng standards have been followed, subject to any materlal departures disclosed and explained in the financial statements; prepare the financial statements on the going conrn basis unless it is inappropriate to presume that the charity will continue in operation. The Trustees are responsible for keeping accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 1993, the Charity (Accounts Reports) Regulations 2008 and Trust Deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. Independent Examlner The Trustees have appointed Keith Penny to undertake the independent examination of the Trust for the financial year ending 31$t October 2024. Trustees The Trustees who served during the year were: Amy Pirie Shaun Pirie Rachel Tyrie New Trustees are appointed by Deed of Appointment by the conts'nuing Trustees. The Trustees received no emoluments during the year. There are no other employees. Approved by the Board of Trustees on DATE Amy Pirie
Independent Examinerfs Report to the Trustees of Horse Sense Wirral Charity Number 1152111 I report on the financial statements of the charity for the year ended 31st October 2024 which are set out on pages 6 to 10. Respertive Ponsibl11e5 of trustees and examiner The charity's trustees are responsible for the preparation of the financial statements in accordance with the Charities Act 2011. The charity's trustee5 consider that an audit is not required for this year under settion 144(2) of the Charities Art 2011 (the 2011 Act) and that an independent examination is needed. It is my responsibility to: examlne the financial ststements under section 145 of the 2011 Act; follow the procedures laid down in the general Direttions given by the Charity Commission under section 145(5)(b) of the 2011 Att; and state whether particular matteT5 have come to my attention. Basls of Independent examinerfs 5tstement My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the financial statements presented with those records. It also includes onsideration of any unusual items or disdosures in the financial statements, and seeking explanatSons from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the financial statements present a 'true and fair view, and the report Is limited to those matters set out in the statement below. Independent examiner's ststement In connection with my exarnination, no matter has come to my attention: which gives me reasonable cause to believe that, in any material respect, the requirements: to keep accounting records in accordance with section 130 of the 2011 Att. and to prepare financial statements which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met; or to which, in my opinion, attention should be drawn in order to enable a proper understanding of the financial statements to be reached. Keith P Date: 19~ fuLY 2015
Horse Sense Wirral Statement of Financial Activities for the year ended 3tst October 2024 Restricted Unrestricted Funds 2024 Funds 2024 Total 2024 Total 2023 Incoming resources Incoming resources from generated funds Voluntary income: Fundraising activities other donations received 11,000 183,715 194,715 175,356 Liverles and Storage Total Incoming resources Resources expended Charitable Activities Charitable activity costs 15,000 179,392 194,392 184,933 Governance costs Professional fees Total resources expended Surplus in Year All activlties of the Charity are continuing.
Horse Sense Wirral Balan Sheet at 31st Ortober 2024 Notss 2023 2023 Flxed Assets 23,029 22,043 Current Assets Debtor5, Prepayments and Stock Cash at bank and in hand 11,992 16,305 393 24,698 25,829 Current Liabillties 12 Net Current Assets 21 Total Assets Less Liabilities Funds Unrestricted funds Restricted funds 23,029 217 12,595 Total Funds
Horse Sense Wirral Notes to the Financial Statements for the year ended 31st Ortober 2024 Accounting Policies The financial ststements have been prepared under the historical cost convention. The financial statements are in accordance with applicable accounting standards, the Charities SORP 2005 (Accounting and Reporting by Charities) and comply with the Charities (Accounts and Reports) Regulations 2008 issued under the Charities Att 2011. Grants and Donations Received Grants, donations and similar incoming resour are included in the year to which they relate. Investment Income Investment income is recognised in the year in which it is receivable. Taxation The Trust is a registered charity (number 1152111) and in the opinion of the Trustees, the exemptions from the charge to tax on income and capitsl gains under Settion 505 ICTA and Sertion 256 TCGA 1992 are satisfied. Accordingly no liability to taxation arises. Resources Expended Resources expended are recognised in the period in which they are incurred. Resources expended include attributable VAT which cannot be recovered. Cash Flow The trust is exernpt from the requirements to include a cash flow statement as part of its flnancial statements on the basis that it 15 a small reporting entity. Fund Accounting Detsils of the nature and purpose of each fund is set out in note 3.
Horse Sense Wirral Notes to the Financial Statements for the year ended 31st October 2024 Fixed Assets Cost as at 31st October 2023 Additions Cost as at 31st October 2024 59,389 Depreciation at 315t October 2023 in Year 37,346 Depreciation as at 31st October 2024 Net Book Value at 31st Qctober 2024 Net Book Value at 31st Ortober 2023 Movement in Reserv Year Ended 31st October 2023 Unrestricted funds: General funds At Encoming Resources Surplus Transfer 1.11.22 Resources Expended (Defiat) At 31.10.23 15.347 154.681 157,933 (3,252) 500 12,595 Restricted funds Fixed assets Bedding/Vet's Fees/Fencing 16,543 10,000 4,000 6,000 (500) 22,043 00 187 681 Movement in Reserves Year Ended 315t October 2024 Unrestrirted funds: General funds At Incoming Resources Surplus) Transfer 1.11.233 Resources Expended (Deficit) At 31.10.24 12,595 197,000 179,392 17,608 (4,986) 25,217 Restrirted funds Fixed a55ets Bedding/Vet's Fees/Fencing 22,043 4,000 (4,000) 4,986 23,029 Contingencies and Commitments There were no contingent liabilities or financial commitments at 31st October 2024. Trustee Expenses and Remuneration No expenses or remuneration were paid to any of the Trustees. Amy and Shaun Pirie live on the site, rent free. The house is used as offices and by volunteers.
10 Horse Sense Wirral Income and Expenditure Account for the year ended 315t October 2024 2024 2024 Re5tr1cted Unrestricted 2024 Total 2023 Grants, donations and fundraising 175,356 11,000 183,715 194,715 Liveries and storage Income Bank Charges 3,389 3,389 2,690 Vet Fees 5,500 26,755 32,255 46,286 Feed Bedding and Laundry 5,51JO 67,529 73,029 56,833 Rent 38,065 38,065 Insurance 2,801 2,801 2,631 Event Costs 7,387 7,387 6,116 Fencing and Repairs 7,500 7,500 11,033 Printing and Stationery 463 463 978 Travel 482 482 1,050 Sundry 2,455 2,455 464 Phone 2,398 2,398 2,184 utilities 20,168 20,168 14,668 Depreciation Expenditure 17 194 392 184 933 Surplus for the year