2023-12-31-accounts

==> picture [109 x 72] intentionally omitted <==

Dare to Live Report 2023

Objectives of Dare to Live Trust

“The objects of the CIO are to promote and improve the health and wellbeing of individuals suffering from depression, anxiety or the emotional and psychological effects of trauma by providing them with education, training and support”, May 2014.

In the past Dare to Live have specified supporting serving military, veterans and their families. Over the past 5 years there has been an increase in significant support through initiatives like Armed Forces Covenant for this client group and it is now proposed to broaden the outreach to include other client groups such as carers, teachers and first responders.

Overview of 2023

No programmes took place in 2023. The challenges of the various site moves took it’s toll on both Mary Joy and Sun Tui, especially when the herd was split. In the late summer 2023 the owners of the site where Sun had her herd, sadly died – this meant the site had to be sold.

Sun reached out to several possible investors from personal connections to buy the site, but no investor was forthcoming.

By the Autumn of 2023 Sun experienced health issues and was unable to work consistently. Sun had to let her herd go – all her horses were rehomed.

Dare to Live Research Project

All research work has been suspended until Sun is well enough to re-engage.

2022 Dare to Live Trust funding applications - updates

The Dare to Live Trust, Charity No. 1157442. 12 Bluebell Lane, East Grinstead RH19 4PF Trustees: Simon Bennett, Debra Logan, Guy Evans, Robin Evans

==> picture [109 x 72] intentionally omitted <==

1. £8,500 for Mudcontrol Mats on Go Fund Me, no further funding raised though still live. Update 2023: This has now been closed and the mats owned by Sun and Mary Joy have been sold

2. National Lottery Facilities grant app to be made once lease has been agreed - until we have more permanent site with significant lease we cannot apply for this. Update 2023: N/A

3. Sussex grant fund applications for new ‘For Those That Care’ programmes offer Update 2023: N/A

2023 Funding Awards

1. Peter O’Sullivan Trust Fund £20K

Awarded in November 2023 for a young adult professional (entrepreneur) development programme. This money needs to be re-allocated to another project.

2. Legacy Fund £30K

Payment received from the estate of a benefactor. Additional £20k expected in 2025.

3. Legal & General

Continued to include Dare to Live in their ‘Pennies from Heaven’ donation scheme, whereby employees donate the penny amounts from their pay cheques.

4. Additional funding came in through personal and organisation donations.

Signed on behalf of the Trustees

Robin Evans, Trustee

==> picture [136 x 90] intentionally omitted <==

The Dare to Live Trust, Charity No. 1157442. 12 Bluebell Lane, East Grinstead RH19 4PF Trustees: Simon Bennett, Debra Logan, Guy Evans, Robin Evans

DARE Q TO LIVE SUPPORTING FORCES IN TRANSITION Summary of 2023 Financial Information and Statement of Financial Activities and Balance Sheet prepared using the Charity Commission cc39a template for The Dare to Live Trust Registered Charity No. 1157442 31st December 2023

Independent examiner'& report to the trustees of Th¢ Dare to Live Trust I report on the accounts of the Trust for the year ended 31 December 2023. which are set out on pages I to 8 Respective respon$ibilitie$ of trustees and examiner The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audil is not required for this year under section 144{2) of the Charities Act 2011 (the 201 l Acl) and that an independent examination is needed. It is my responsibility to: examine the accounls under section 145 of the 2011 Act. follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5}(b) of the 201 l Act; and state whether particular matters have come lo my attention. Basis of independent examiner's report My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of th¢ accounting records kept by the charity and a comparison of the accounls presenled with those records. 11 also includes consideralion of any unusual items or disclosures in the accounts and seekin&7 explanations from you as trustees conceming any such matters. The procedures undurtaken do not provide (Ill the evidence that would b¢ required in an audit and consequently no opinion is given as lo whether the accounts present a'true and tair view" and the report 15 limited to those matters set out in the statLment below. Ind¢p¢ndent examiner's statement In connection with my examination. no matter has come to my attention: l ) 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 Act. and to prepare account5 which accord wilh the ac¢ountin8 records and comply with the accounting requirements ol. the 2011 Act have not been met. or 2) to which. in my opinion. attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed Name: R¢levant professional qualification or body.. Address.. Peter Morris Actuary 16 Michael Fi¢lds, Forest Row. East Sussex RH18 5BH 22 September 2024 Date..

As 8L" 31-Decv23 Incom• Donations Grant Seryice pr()VI￿On Other S3,339.75 Delivery Research Acceditation Development MArketlng Admini9tr8tlon Facility Rent81 Facilitses Managemeni Wages Travel & Accom Bank 10.77 2,538.32 4.80 53,350.52 Totsi 2,S43.12 SurplusllDefiat> 50,807.40 C8sh 53.399.31 Debtors of which: Creditors ofwhith: The financial summary and CC39a accounts were prepared by Mr Robin Evans, trustee of the Dare to Live Trust 28/07/2024 2of8

1157442 nu81 act4)unLS br the rio P•Thxl CC39a To P•md •r date dal8 31ikn23 Sectlon A Statement of flnanclal acthrltles 11•slrtcl In¢offl• Tqtsl y•f T+)l4l la•t y•r Inwmh)g IPloi• 31 DDfjts)ns. and Grno Fun(ra￿9 q¥ellts Int•rnst and F01 F02 F03 F04 FOS 11 fyant6 TOt•llncomlngr•￿UItts •¥p•nd•d IN•tw 71 Pmgprrfft Dèlvety W9•& Ml•iiN. and Nl 140 A•ntal 3.392 PtYJgRrr¥r OBvoknpw•#t Z538 913 Trnv•E & AcoJThfftbd•tsy 8•nk th•ty•s•hd knt•rn 2,543 11,921 ¢•ns anJ on of a8tet¥ fwth• ule Gami fflV•5tr•ni Totsi fvnd• brougm l•n¥¥ 2.592 1592 5,287 Totsllunds eanl•dlor•w￿ s¥) 5.287 28107/2024 3of8

Sectlon B Balance she•t Tatti ymr Taw i•si y••T Flxed a88•ts TMglbt• FOI F02 {Ilot• l) {Not• 91 Curr•nt ass•ts 8¢o¢k and work In pvoqf• D•biorn (Not• 10) Ishort t•nn) tAV••tm•nt• Cuh at ts￿k In hand 53.399 53.399 2.592 2.592 Credftm: ￿1)Unt# falllng du• T#hln on• y•tr INal• 111 341 2,251 2,251 Crdttors: •mouhts f•Hknq du• aft•ron• y•w (Not• 11) Funds of th• Charfty Unr•8trl¢t•d lunds D•slgn&t•d funds Tot•1 unr••lrkt•d lun0• 53 399 2,592 R•strkt•d In￿rn• fvnd• (Ilokn 12) Endowm•nt lund* IIIBl• 121 2.5¥2 Sfjn8d by on• or l¥K truth•8 on b•h•Y ol ￿ lh• tru5tO•$ 4nalum D•1• of apprp¥al 21J?Ll4- 28/07/2024 4of8

Notes to the prO-fOrn￿ accounts where relevant entries have been made: 1.1 Basis of Preparatlon These accounts have been prepared on the basis of historic cost (except where investments are shown at market value) in accordance with Accounring and Reporting by Charities - Statement of Recommended Practice (SORP 2005) and with Financial Reporting Standards for Smaller Enterprises (FRSSE). Change in basis of accounting This is the first year lor which accounts have been produced. Changes to previous accounts This is the first year for which accounts have been produced. Section C Notes to the 3e¢ounts (conti Note 2 Accounting policl•s Thls $t4nafa￿l1St0T hasbeen KWiedbythe ch•rify•¥¢wrorO￿• d￿￿￿. Whern• dlff•rwntor add}l￿naIP0I1cyh4S l¥eqn athpied then thtsls d•titedln the11￿h INCOMING RESOURCES Recoonitlon of lTh¢omirvJ resour¢e5 the tr￿£tee5 yrthty￿rta￿j W iH the resource5'. and the ￿￿etary￿￿Ue can ￿ rnea￿d With rdjthljty. Vtsp inc(MnFTrJ rowJKes have exp￿￿￿￿rè las ora)FtsX InconEI I inrxxniro ￿￿r￿and re￿Ied experKlture are intlkp SOFA. Grdnts ano donaiK￿$8r? onty in ￿ SoFAwhen tr dwrty Unr•￿th￿l 8rtMJemenito Tax reclaims donatknns and Iru¥Thng resour￿5 fmmtax I￿rr$ p incAl&l mlhe StsFAattt tirneas ihB grft 10 wh Offts Contra¢bJal Incothp and IW rdale. P8rforrnaneo rethtsd gra otty indwjed lli WA(Kre ￿ rglai&l wds or have beenddw8d. Glfts In kind GAIS kn kirKlare forata rea￿￿8 esbm 0fthv￿$ to the Of the amwnl InGomlnp T8sourc@s tlth r•latEd e¥pgndttvro Grants and donaiton$ in LY(W¥ikn we xxxmts asgrts orly ¥vhpn sokj ordistrTrbuted by ch8rfty. Gfft8 In for cTharty the &)FAas Nvjnlng resour￿S re¢elvabl&. Donatad 6PFvlc•s andlliUM T￿￿$e indL¥J&t in tpvxYnirKJ Iwlth an equNaew 8mDunl in resoUrr￿S expen(dl therhwity i% reasonatty wthfIab￿. nawrable and maienal. The value placed On Tes0W￿ B Ihe estllr43ted ) th8 tharity ol the service or laBl￿tY recewed. Thtrydlue 01￿￿u￿Bry Is in the aco)unts bul Is Oescribed in the VolUn¢egr￿Ip Inveslment Incomè Inve5bnent gains at￿ 108Se& This is in the8(X￿￿￿￿￿OTr I￿￿¥￿e. Th￿ irdudes •)y9ain c¢ksSS￿ ￿￿￿OI1n¥￿trr￿ts a￿1 wsygo¥1 ork￿? results"rvJ t[￿n re¥8￿ nvesknn15 to nk3tketV8lue at th8 ofthp y. EXPENDITURE AND LIABILITIES Liabilty rpcognllion ab4litw are rocLy￿ I￿8 orcotstrthe O￿tyation c(KnmdtrwJ the charity Grants %vlth perf￿rnal￿• coTrdllon$ ouw to be wov1￿. Kh graits?ry C•ity in th8 SOFA(1knt￿ ￿¥￿ent ofthegrant has Grant5 payalAg wlthout pertotmanc• ¢Dndl¢loM ASSETS b)bE Trl ￿￿hn9 to thegr¥rtwhith rgm&in irb the oftho ch¥ity. Tangibl flx8d for by ch8rhy Investmer vaw at cost or B reawJn•ble rece It￿entsql￿￿￿ a rwis￿ strxexcF￿rye at markot v￿u2 81 ihe year end. stocks and work In pru9Te• These ¥e v¥lLttal L¥)St Qr tnarfteivue POLICIES ADOPTED ADD￿loNAL TO OR DIFFERENT FROM THOSE A80VE 28107/2024 5of8

NA NA NA S•¢lion C Not•$ io t￿ accourrt# Icontl Nats8 Pkl •mphry••4 Pl•¥• toJW•i• thl•n?i•lflh• •ftyw 6.18taff Cost• Thl•y•¥ empboy•fs eo•t¥ 1.2 Th1• y•w Numb La•t yw Nurnb•e Th• p•rt¥ of th• eh¥Xy In ¥￿1$￿ th• Total 8A•f d￿￿18 olth• sch**• Nofy• Th1• y•w L••i y NA NA NA 28/07/2024 6of8

S•¢tksn C Not9 to t￿ actounts l¢ontl Not• 10 Debtors and pr•paym•rt5 Arnouhtsfallng du•wtthln Amounta 14Nng du• aft•r mQl• Ihan on•y•ar Thls y•Jr Ltsi y•¥ ThIAy• TT•d•ddJto du•lfom Wbsldkny d•rtklnR¥ Oth•r d•btor• Total Not•ii Cr•im nd accr￿￿ 11.1 An1￿18 •1 rJ•dKo Affl4XtTrt•f4lUr+o du•aft•r Marth￿ on•y•w y•v L44t y• Trnd• ¢v•dkgr¥ Ofh•r Gr•dNor• TO 112 S¢urKy ov•r•B••¢• 12. NA 28/0712024 7of8

S•ctSon C Icontl Not• 13 Trnnuctloni wlth r•l•l•d p•rtl•• rnl•vwpibox Pl••s• glv• th• ol, ￿&1￿9•1￿rthOty1or. InNiworollMrf rfltsbyth• ¢hwtyorMyknstknlkn or¢•mp•Jy¢onA•rhd**h Am•unts pdd or b•n•fft v•lu• y•¥ L•At y•ar IFEELIEMA knwi,. p¥trwrfTnxt•• Rth E¥wol 132 Lo•n• y•ar￿&. Amo¥nt •¥Jknq Thkny•¥ Du• to tDJit•MMd r•tst•d p•rt Du• from tNAt••• Ta FI•￿• ol Ih•tN•t••or Ththy Lut y• Tot•i 14. NA END. 28/0712024 8of8

Independent examiner'& report to the trustees of Th¢ Dare to Live Trust I report on the accounts of the Trust for the year ended 31 December 2023. which are set out on pages I to 8 Respective respon$ibilitie$ of trustees and examiner The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audil is not required for this year under section 144{2) of the Charities Act 2011 (the 201 l Acl) and that an independent examination is needed. It is my responsibility to: examine the accounls under section 145 of the 2011 Act. follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5}(b) of the 201 l Act; and state whether particular matters have come lo my attention. Basis of independent examiner's report My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of th¢ accounting records kept by the charity and a comparison of the accounls presenled with those records. 11 also includes consideralion of any unusual items or disclosures in the accounts and seekin&7 explanations from you as trustees conceming any such matters. The procedures undurtaken do not provide (Ill the evidence that would b¢ required in an audit and consequently no opinion is given as lo whether the accounts present a'true and tair view" and the report 15 limited to those matters set out in the statLment below. Ind¢p¢ndent examiner's statement In connection with my examination. no matter has come to my attention: l ) 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 Act. and to prepare account5 which accord wilh the ac¢ountin8 records and comply with the accounting requirements ol. the 2011 Act have not been met. or 2) to which. in my opinion. attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed Name: R¢levant professional qualification or body.. Address.. Peter Morris Actuary 16 Michael Fi¢lds, Forest Row. East Sussex RH18 5BH 22 September 2024 Date..