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2021-08-31-accounts

Charity Registration No. 1158969 Company Registration No. 9216413 (England and Wales)

NEW YATT RIDING FOR THE DISABLED TRUSTEES’ REPORT AND UNAUDITED ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2021

New Yatt Riding for the Disabled

CONTENTS

Page
Company information 3
Trustees’ report 4
Independentexaminers’ report 6
Financial statements 7
Notestothefinancialstatements 9

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New Yatt Riding for the Disabled

COMPANY INFORMATION

Trustees

Charity number Company number Registered office

Independent examiner

Miss Ann Cripps (Chair) Mrs Jenny Stowell (Secretary) Dr Sandra Einig (Treasurer) Mrs Annie Stockford Mrs Joanna Buckle Mrs Philippa Atkinson Karen Stubbs

1158969

9216413 (England and Wales)

Wilcote Road North Leigh OX29 6WT Oxfordshire

Hilary Matthews

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New Yatt Riding for the Disabled

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TRUSTEES’ REPORT FOR THE YEAR ENDED 31 AUGUST 2021

Structure, governance and management

The charity is also a company limited by guarantee. The governing-documents are the Memorandum and Articles of Association, dated February 2011.

The trustees, who are also the directors for the purpose of company law, and who served during the year were:

Miss Ann Cripps (Chair)

Mrs Jenny Stowell (Secretary)

Dr Sandra Einig (Treasurer)

Mrs Karen Stubbs

Mrs Annie Stockford

Mrs Philippa Atkinson

Mrs Joanna Buckle

Appointment of new trustees is based on knowledge and suitability, and confirmed at special or annual general meetings.

None of the trustees have any beneficial interest in the company. All of the trustees are members of the company and guarantee to contribute £1 in the event of a winding up.

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The charity has no employees and is entirely run by volunteers.

The trustees have assessed the major risks to which the charity is exposed, and are satisfied that systems are in place to mitigate exposure to the major risks.

Objectives and activities

The charity's objectives are to provide horse riding and other equine-related activities for disabled people in the Oxfordshire area and to raise funds in support of those activities.

The trustees have paid due regard to guidance issued by the Charity Commission in deciding what activities the charity should undertake.

Public benefit

The charity provides public benefit by delivering affordable riding and other equine-related opportunities for disabled people for the improvement of their health and well-being.

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New Yatt Riding for the Disabled

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Achievement and performance

Our on/off operations in this year were a big challenge for all our volunteers and participants but actually we ended up with a lot to be optimistic about for the future. Particularly pleasing was the can-do spirit demonstrated to find a way to offer the best, safest experiences with real progress made to keep the waiting list moving. We had 45 registered participants, a few of whom would only ride on alternate weeks. Springfield our local school, was not able to bring any children this year, and yet we still managed to deliver 538 riding sessions despite being shut down for weeks. 343 of these sessions were in Q4. For comparison, in Q4 2018/19, this figure was 294 and included schools. This was made possible by Coaches offering additional daytime slots for adult sessions. After-school classes were offered to participants who had previously ridden with us. Due to social distancing, family members or carers in their bubbles were trained to support their riders in the arena. In addition to rider sessions for adults and children, we found new ways to adapt activities and develop new ways for people to engage with the ponies, with the offering of “Quiet Corners’, a relaxing low-pressure environment for people to enjoy a sensory experience with the ponies. ‘Tea with a Pony’ sessions were offered to Alzheimer patients and their carers, as well as some additional sessions co-ordinated by the local Mencap team.

A new pony, 13.3hh cob Tia, was purchased from a private owner at the end of July, bringing our herd up to six equines, all of which are owned by the Group. They enjoy two days off per week, to maintain their welfare.

Training new Coaches continued with four Trainee Coaches currently following the RDA National Coaching Pathway. The training was mostly online, with final assessment for two, scheduled for October 2021. This will give us eight fully trained Coaches with another two Trainees still on the Pathway working towards their final assessment in 2022.

The charity remains entirely run and managed by around 50 volunteers, although there are an additional 20 volunteers who have not yet returned, and others are still shielding. The Trustees are very grateful to the volunteers for the enthusiasm, support and commitment shown during this challenging year. ;

Financial review

Thanks to the many acts of generosity and kindness of individuals and organisations, our finances improved significantly compared to the last financial year despite another lock-down period.

We received grants in excess of £30,000 and a small team of dedicated volunteers managed to raise £13,000 with their ‘donations for leggings’ fundraising activity. Over the year, the Charity continued to invest in improving grazing and site maintenance. Overall, the Charity ended the year with a sizeable surplus of £41,473. The Charity is now in a strong financial position with cash reserves of £82,000. Future spending plans include buying additional horses to offer more rides and cater for a wider range of riders.

The Trustees are very grateful for all donations and grants received in support of New Yatt RDA’s activities.

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New Yatt Riding for the Disabled

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF NEW YATT RIDING FOR THE DISABLED

I report to the trustees on my examination of the accounts of the Company for the year ended 31 August 2021.

Responsibilities and basis of report

As the charity trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 (‘the 2006 Act’).

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity’s accounts as carried out under section 145 of the Charities Act 2011 (‘the 2011 Act’). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5) (b) of the 2011 Act.

Independent examiner’s statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a ‘true and fair view which is not a matter considered as part ofan independent examination; or

4, the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with Financial Reporting Standard for Smaller Entities (2015).

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed: 4.7% Mathaws

Name: Hilary Matthews

Address: 31 Littlebrook Meadow, Shipton under Wychwood, Oxon, OX7 6EL.

Date: 7 February 2022

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New Yatt Riding for the Disabled

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 AUGUST 2021

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||||||| |---|---|---|---|---|---| |Total|Funds| |2021|2020| |Notes|£|£| |Incoming|resources|from|generated|funds:| |Voluntary|income|2|45,134|10,463| |Activities|for|generating|funds|16,490|3,193| |Incoming resources|from|charitable|activities|7,252|4,804| |Other|income:||| |Basic|Payment Scheme|1,902|1,896| |Interest|received|12|70| |Total incoming|resources|70,790|20,426| |Resources|expended:| |Charitable|activities|3|25,672|31,691| |Costs|of|generating|voluntary income|2,224|Zoi| |Governance|costs|1,421|860| |Total|resources|expended|29,317|34,868| |Net incoming/(outgoing)|resources|for|the year|41,473|(14,442)| |Fund balances|at|1|September 2020|239,014| |Fund balances|at|31|August 2021|280,487|

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All funds are unrestricted and relate to continuing activities. There are no restricted funds.

The Statement of Financial Activities includes all gains and losses in the year and therefore a statement of total recognised gains and losses has not been prepared.

The statement of financial activities also complies with the requirements for an income and expenditure account under the Companies Act 2006.

The notes on pages 9 — 11 form part of these financial statements.

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New Yatt Riding for the Disabled

BALANCE SHEET AS AT 31 AUGUST 2021

Total Funds
2021 2020
Notes ps a
Fixed assets:
Tangible assets 4 195,469 193,102
Current assets:
Prepayments 3,698 4,484
Debtors
Cash
0
82,065
0
43,671
Total assets 281,232 241,257
Creditors: amounts fallingduewithin one 745 2,243
year
Net assets 280,487 239,014
Represented by:
Reserves 280,487 239,014

The company is entitled to the exemption from the audit requirement contained in section 477 of the Companies Act 2006, for the year ended 31 August 2021. No member of the company has deposited a notice, pursuant to section 476, requiring an audit of these accounts.

The directors acknowledge their responsibilities for ensuring that the company keeps accounting records which comply with section 386 of the Act and for preparing accounts which give a true and fair view of the state of affair of the company as at the end of the financial year and of its incoming resources and application of resources, including its income and expenditure for the financial year in accordance with the requirements of sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to accounts, so far as applicable to the company.

These accounts have been prepared in accordance with the special provisions relating to small companies within Part 15 of the Companies Act 2006.

The accounts were approved by-the_Trustees on 7" November 2021 and are signed on their behalf by:

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Mgs A Cripps, Chair
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Dr S Einig, Honoraryhe
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New Yatt Riding for the Disabled

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NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 AUGUST 2021 |

1 Accounting policies

Basis ofAccounting

The accounts have been prepared in accordance with applicable United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice), the Companies Act 2006, the Statement of Recommended Practice for “Accounting and Reporting by Charities” (SORP 2005) and the Financial Reporting Standard for Smaller Entities (2015). These financial statements have been prepared under the historic cost convention, with the exception of freehold property and horses, which are included at revaluation values. The accounts have been prepared on a going-concern basis. These accounts cover the period from 1 September 2020 to 31 August 2021. ’

Cash Flow Statement

The committee have taken advantage of the exemption in Financial Reporting Standard No 1 (revised) from including a cash flow statement in the committees report and financial statements on the ground that the charity is small.

Incoming Resources

All incoming resources are included when receivable. Voluntary income includes donations and grant income. Activities for generating funds includes funds generated from fundraising activities and events. Charitable activities relates to funds received from delivering riding sessions.

Resources expended

Expenditure is recognised on an accruals basis as liabilities are incurred. Irrecoverable VAT is included as part of any expenditure incurred.

Charitable activities include all the costs incurred in delivering the charitable activities. Costs of, generating voluntary income includes those costs associated with attracting voluntary income. Governance costs include those costs associated with meeting the constitutional and statutory requirements of the Charity.

Tangible assets

Freehold property and horses are shown at market values.

All other tangible fixed assets are included at cost except that individual items costing less than £100 are written off as revenue costs as the expenditure is incurred.

Depreciation is calculated so as to write off the cost of an asset, less its estimated residual value, over the useful economic life of that asset. Horse tack is depreciated on a straight-line basis over 5 years. Fixtures and fittings are normally depreciated on a straight-line basis over 5 year unless expected useful life is significantly different.

Debtors

Debtors includes fees earned from riding sessions delivered and invoiced but where payment is still outstanding.

Fund accounting and reserves policy

Funds currently held by the Charity are unrestricted funds and are expendable at the discretion of the committee in furtherance of the objects of the charity. It is the charity’s policy to maintain a cash reserve at least sufficient to meet one year’s future expenditure.

New Yatt Riding for the Disabled

Creditors

Creditors includes goods and services received and invoiced before year end but where payment dueis stillin outstanding more than 12andmonths. which are falling due within 12 .months. There were no creditors falling

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2 Voluntaryincome ©
; 2021 2020
£ £
Donations 12,307 10,342
Grants 32,827 121
45,134 10,463
3 Charitableactivities
3
Charitable activities
2021 2020
£ £
Feedandwelfare expenses 5,072 5,677
Veterinaryexpenses 2,264 6,199
Equineandriding equipmentandrelatedexpenses 547 477
Sitemaintenance and security expenses 10,960 11,952
Utilities 950 1,118
Insurance fees 3,246 3,135
Depreciation andrevaluation offixed assets 2,433 3,033
Loss ondisposal ofhorsesandequipment 200
____25,672
100
31,691

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4 Tangible assets

4
Tangible assets
Equine
andriding Fixture
' Freehold Equipmen = sand
Property Horses’ t Fittings Total
£ £ £ £ £
CostorValuation
205,06
Brought forward 1 Sept2020 168,000 6,900 1,615 28,548 3
Additions 5,000 5,000
Disposals -200 -200
209,86
Carriedforward 31 August2020 168,000 _11,700 1,615 28,548 3
Depreciation
Broughtforward 1 Sept2020 - - 1,282 10,679 11,961
Charge forthe year 153 2,280 2,433
Disposals -
Carriedforward31 August2020 - . 1,435 12,959 _—:14,394
NetBookvalue
195,46
At31 August 2021 168,000 11,700 180 15,589 9
193,10
At1September2020 168,000 6,900 333 _—«17,869 2

5 Staff costs

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The charity had no employees during the year. Na travel expenses were paid to the Trustees during the year. Trustees are re-imbursed for pre-authorised expenditure incurred on items necessary for the charitable activities.

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