CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examinerfs report on the
accounts
Sectioii A
Independent Examiner s Report
memborn of
ÉLVOII EOA
On accounts for th• yoar
31101lioa
Charlty no
{If any)
I IG1970
Sot (xrt on pages
tharity TNSV) for th8 year ended
Re8ponslbllftl•8 and
ba81s of report
the ch8riiVs tr￿. you are responslbfe for the preparation of the
accounts in ac¢>)rdanc• *ith the requirements of the Charities Act 2011
A(f).
I r8PCrt In respect of my 8xamination of the Trusys aCc￿1n￿ carrted out
under section 145 of the 2011 Act arKI in carrying Out my examination, I
have folkh%Ed all the applicable DIrectior￿ glven by Chaiity Commlssion
under section 145(5Xb) of the A(
Independent tTh8 charitys gross inLX)m8 ex(wded £250,OC(l and l am qualified to
examln•rf8 statoment undertake the examlnation by belng a qualified mernber of Dnsert name of
applicable listed wn. Deth [ ] rfnot applicable.
I h&rfe comwed my examination. l (x)nfirm that no material matters have
cc*ne to rny attention in connection the examinats'on (0th8r than that
dlsclosed bekm") gives ￿ cause to b81ieve that in, any material
the acu￿rrtlng retx)rd8 wwe not kept In accordance wlih $8cfjon 130
of the Charities Act: or
the a(xx)unts dld rK)t accord ￿th ts accounting records. or
the ac(￿nts dld not (XXn￿ wfrth the applicable r8quirements
con￿mIng the form and content of aco)unts set out In the Charltles
{Ac￿Unts and ReP￿ts) Regulations 2LIJ8 other than any requirement
that the accwnts give a kn and fraif view which [8 not a matter
conwdered as part of an Independent examination.
with the examination to whith attention should be drawn in thls report In
order to enable a proper understsrMJlng of the accounts to be reached.
Slgned:
Relevant prolesslonal
qualm¢allon(s) or body
IER
Oct 2018

i (HARITY
(OMMIS￿oI1
9•1￿*V41• f4DA
1162970
Recelpts and payments accounts
CC16a
Forth• pthlod
To
u* 2021
318t W2022
Section A Receipts and payments
Unrn•trlct•d
fund•
Endowm•nt
furK
Total fvnd•
L••t y•Br
19.616
10.772
Gwt
13,914
lal Evonts
3,lJY
1,744
Sub lotalfGn)rpslncom• forAR)
017
2P.18•
Sub tt*ai
Totalr
J•A17
39.817
29.18•
•nts
TrlJr¥tr Purchas
T&k & eq￿p
Unlfom)
RUA Fè* & Ir¥
281
678
Ethtdc
Tr&nl
Cc*l of Funrtrds
Evw
125
12•
120
Sub totsi
A4A•¥•t and Inv••lmM*
purGhawJ, tabl•)
Total￿yMentS
4030
40.202
Ilotrfr•¢•*rtrfpaym•Ms) .
68¥
A• C••h fund* l••t yMr•nd
Cash funds thls year•nd
18,276
15.
8.7TI
16376
CCXX R1 IS81
11108r2022

Section B Statement of assets and liabilities at the end of the period
Unrnstrf¢ted R•strict•d fundts
lund•
Endgwm•nt
fund•
Cateqorws
B1 ca•h1￿￿kn
14
T4*•lcuh
15,5•1
fund•
fund•
DÈlai15
Details
B3 knve•kn•rt a•••ts
B4 A••ots r•taln•d for tt
Gharlty'8 (p•m 1150
B5 Uabllll••
IWA1￿ r•
Sb3ned byong orlw fruth•$
behaw of al th• tru8tees
Pth*N
Data of approval
CCXX P2 aoJ)unts (SSI
1110812022

## **Trustees' Annual Report for the period** 

Period start date Period end date 1ST AUGUST 2021 31ST JULY 2022 

**From** 

**To** 

## Section A                        Reference and administration details 

**Charity name** 

BELVOIR VALE RDA 

**Other names charity is known by** 

**Registered charity number (if any)** 1162970 

**Charity's principal address** 4, HALL GROUNDS DRIVE 

COLSTON BASSETT NOTTINGHAMSHIRE **Postcode NG12 3FX** 

## **Names of the charity trustees who manage the charity** 


**----- Start of picture text -----**<br>
Name of person (or body)<br>Dates acted if not for<br>Trustee name Office (if any) entitled to appoint trustee<br>whole year<br>(if any)<br>1 LESLEY DAVIES CHAIRMAN<br>CATHERINE  TREASURER<br>2<br>BRIGHTMAN<br>3 JANE NUTHALL SECRETARY<br>4 ABIGAIL WALKER<br>5 LYNSEY JONES<br>6 VALERIE CLIFF<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20<br>**----- End of picture text -----**<br>


## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** 

**Name Dates acted if not for whole year** 

March **2012** 

**TAR** 

1 



## **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 CHARITABLE INCORPORATED ORGANISATION (CIO) constituted 

- (eg. trust, association, company) 

Trustees are elected by the members of the charity for a threeTrustee selection methods year term at the Annual General Meeting. (eg. appointed by, elected by) 

## **Additional governance issues (Optional information)** 

To promote the objects of the Riding for the Disabled Association incorporating Carriage Driving. A charity registered under charity number 

You **may choose** to include additional information, where relevant, about: 

244108 (RDA) by providing disabled people with the opportunity to ride and/or drive to benefit their health and well-being in the Belvoir Vale area. 

- policies and procedures adopted for the induction and training of trustees; 

The charity works with children and vulnerable people and the trustees have jointly and individually declared they have carried out all trustee eligibility tests that are required by law. 

- the charity’s organisational structure and any wider network with which the charity works; 

Risk Management is covered in the RDA ‘Essentials of Membership’ which sets out the standards and procedures by which the charity operates, including the minimum standard of qualification of the people responsible for the activity at any time. 

- relationship with any related parties; 

- trustees’ consideration of major risks and the system All Trustees give their time voluntarily and received no 

- and procedures to manage remuneration or other benefits. 

- them. 

## **Section C                    Objectives and activities** 

March **2012** 

**TAR** 

2 



## **Summary of the objects of the charity set out in its governing document** 

The Charity provides disabled people with the opportunity to ride to benefit their health and wellbeing. 

The Charity provides equestrian opportunities specifically for children and adults with physical, sensory and learning disabilities in order for them to gain therapeutic benefit and have the chance to achieve. 

These include riding therapy and training, competitions, training on horse care and stable management, and educational activities; and specific projects aimed at providing therapy including Hippotherapy. 

**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** 

Belvoir Vale RDA treats each rider as an individual, tailoring its support to their specific requirements. The Charity provides specialist tuition by RDA qualified coaches and supported by trained volunteers with-out whom most of the people that the group works with would not be able to access the riding activities. 

## **Additional details of objectives and activities (Optional information)** 

March **2012** 

**TAR** 

3 



The Belvoir Vale RDA group is entirely run by volunteers including the coaches, trustees, pony leaders and side walkers. For the period of this report there were 22 individuals drawn from a range of backgrounds and ages. All are bound by their desire to help and support the disabled participants. 

You **may choose** to include further statements, where relevant, about: 

- policy on grantmaking; 

- policy programme related investment; 

The number of volunteers has increased back to the levels before the COVID pandemic. 

Of these volunteers 10 were under 25 years of age and we are delighted that we have been able to welcome back students wishing to complete their volunteering service for their Duke of Edinburgh Awards. 

- contribution made by volunteers. 

## Section D                      Achievements and performance 

March **2012** 

**TAR** 

4 



Section D                      Achievements and performance 

**Summary of the main achievements of the charity during the year** 

The total number of sessions delivered by Belvoir Vale RDA this year was 860 so we are now back to the activity levels before the COVID pandemic. 

This year has been a busy and exciting time for the Group and I’m delighted to report that all the riders who had previously ridden with us and who wished to ride again have returned. 

However, The Trustees were conscious that the waiting list for people wanting to join Belvoir Vale RDA was growing so more sessions were opened on weekdays. By the end of the year the Group was regularly running 15 different sessions per week. The weekend lessons were a mix of small group sessions, generally with two or three participants or individual sessions for those riders requiring 2 side-walkers. The weekday sessions were all for individuals. 

To support these sessions our amazing Team of regular volunteers steadily grew in number to 22 which includes 10 that are under 25. Belvoir Vale RDA is totally dependent on these selfless individuals who gave up their time so generously. 

Our wonderful team of ponies have continued to work their magic and in August we took two of them with 5 riders to join in a Fun Day at Kesteven Rideability near Grantham. This was our first trip away from home since before the pandemic and it was great to be back enjoying ponies with old friends. 

The Group were delighted to welcome a new pony recruit to the Team. His purchase was the result of the group’s successful bid for funds from a local Trust- The Puddle Lane Trust, The only stipulation was that the pony must be called Puddle. Oscar Puddle joined us in November and quickly became a firm yard favourite. 

Our super new Arena Mirrors were installed, paid for by volunteer Natalie’s 100k Continuous Trek and have become a very useful tool in helping our riders check their position in the saddle or as a communication aid for our Therapy riders. 

Our talented volunteer and qualified physiotherapist, Jennie, sailed through her Group Coach Assessment and has also enrolled on a Hippotherapy Course. This is a very exciting development for Jennie and the Belvoir Vale RDA as it will allow her to work with more severely disabled participants, some of whom would normally be excluded from regular RDA sessions. 

This year, for the first time since 2019, the National Championships were to return to Hartpury, Gloucestershire. Belvoir Vale was represented by 12 riders and 4 ponies at the Regionals. All riders rode extremely well with 8 qualifying for the Championships. Unfortunately, due to the extreme heat the Sunday classes had to be cancelled which meant that for 4 of our riders they would no-longer be able to compete This was devastating but horse and participant welfare had to be the main priority. 

March **2012** 

**TAR** 

5 



Section D                      Achievements and performance 

For our Saturday competitors there was rosettes all round with Tom on Alfie winning the Overall Championship for the Countryside Challenge. That is 3 times in row that the Group have won this trophy which is remarkable. 

It has been a full and varied year and wouldn’t have been possible without the continued support of our participants and their families and our regular donors. With the continuing presence of COVID we didn’t actively run any fundraising events so the money we received form the Radcliffe-on-Trent Co-op Community Fund helped fill the gap in our finances. 

An exciting year was capped off with the Granting of Planning Approval for the new RDA Centre in August- it had taken a whole year for the Council to finally make a decision and it marks the start of a very important period for Belvoir Vale RDA’s future. 

The builders arrived on site at the beginning of May and the construction is going well. It is envisaged that by the autumn of 2023 the group will be operating from one of the most advanced disabled friendly facilities in the county, providing opportunities for a greater number of participants of all disabilities. 

. 

## **Section E                    Financial review** 

March **2012** 

**TAR** 

6 



## **Brief statement of the charity’s policy on reserves** 

- The Trustees are satisfied that the Charity’s cash fund are sufficient for the Group to continue to operate. Our policy of participants paying ‘up-front’ has allowed us to forward plan more effectively and has reduced the number of ‘wasted’ sessions due to unexplained absences by riders. The reserves we hold are needed to support ponies even when we are unable to run sessions, such as during the pandemic lockdowns and to meet unexpected costs such as veterinary bills. 

## **Details of any funds materially in deficit** 

## **Further financial review details (Optional information)** 

You **may choose** to include additional information, where relevant about: 

- the charity’s principal sources of funds (including any fundraising); 

Our main source of funds consists of rider’s fees and pony sponsorship. 

In addition, the Co-op store in Radcliffe-on-Trent have continued to support us through their Local Community Fund. This money has been used to support our pony Fin. 

- how expenditure has supported the key objectives of the charity; 

- investment policy and objectives including any ethical investment policy adopted. 

## **Section F                     Other optional information** 

In August 2021 a planning application to build a purpose-built RDA Centre and associated welfare facilities was approved on land owned by the group’s chairman and her family. When built, this new facility will be offered to the group for their use and offers a great opportunity for the group to extend their activities to more riders and volunteers as well as for other disabled groups in the local community. 

## **Section G                    Declaration** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 


**----- Start of picture text -----**<br>
Signature(s)<br>Full name(s) LESLEY ANNE DAVIES<br>Position (eg Secretary, CHAIR<br>Chair, etc)<br>Date<br> 07/03/2023<br>**----- End of picture text -----**<br>


March **2012** 

**TAR** 

7 



CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examinerfs report on the
accounts
Sectioii A
Independent Examiner s Report
memborn of
ÉLVOII EOA
On accounts for th• yoar
31101lioa
Charlty no
{If any)
I IG1970
Sot (xrt on pages
tharity TNSV) for th8 year ended
Re8ponslbllftl•8 and
ba81s of report
the ch8riiVs tr￿. you are responslbfe for the preparation of the
accounts in ac¢>)rdanc• *ith the requirements of the Charities Act 2011
A(f).
I r8PCrt In respect of my 8xamination of the Trusys aCc￿1n￿ carrted out
under section 145 of the 2011 Act arKI in carrying Out my examination, I
have folkh%Ed all the applicable DIrectior￿ glven by Chaiity Commlssion
under section 145(5Xb) of the A(
Independent tTh8 charitys gross inLX)m8 ex(wded £250,OC(l and l am qualified to
examln•rf8 statoment undertake the examlnation by belng a qualified mernber of Dnsert name of
applicable listed wn. Deth [ ] rfnot applicable.
I h&rfe comwed my examination. l (x)nfirm that no material matters have
cc*ne to rny attention in connection the examinats'on (0th8r than that
dlsclosed bekm") gives ￿ cause to b81ieve that in, any material
the acu￿rrtlng retx)rd8 wwe not kept In accordance wlih $8cfjon 130
of the Charities Act: or
the a(xx)unts dld rK)t accord ￿th ts accounting records. or
the ac(￿nts dld not (XXn￿ wfrth the applicable r8quirements
con￿mIng the form and content of aco)unts set out In the Charltles
{Ac￿Unts and ReP￿ts) Regulations 2LIJ8 other than any requirement
that the accwnts give a kn and fraif view which [8 not a matter
conwdered as part of an Independent examination.
with the examination to whith attention should be drawn in thls report In
order to enable a proper understsrMJlng of the accounts to be reached.
Slgned:
Relevant prolesslonal
qualm¢allon(s) or body
IER
Oct 2018

i (HARITY
(OMMIS￿oI1
9•1￿*V41• f4DA
1162970
Recelpts and payments accounts
CC16a
Forth• pthlod
To
u* 2021
318t W2022
Section A Receipts and payments
Unrn•trlct•d
fund•
Endowm•nt
furK
Total fvnd•
L••t y•Br
19.616
10.772
Gwt
13,914
lal Evonts
3,lJY
1,744
Sub lotalfGn)rpslncom• forAR)
017
2P.18•
Sub tt*ai
Totalr
J•A17
39.817
29.18•
•nts
TrlJr¥tr Purchas
T&k & eq￿p
Unlfom)
RUA Fè* & Ir¥
281
678
Ethtdc
Tr&nl
Cc*l of Funrtrds
Evw
125
12•
120
Sub totsi
A4A•¥•t and Inv••lmM*
purGhawJ, tabl•)
Total￿yMentS
4030
40.202
Ilotrfr•¢•*rtrfpaym•Ms) .
68¥
A• C••h fund* l••t yMr•nd
Cash funds thls year•nd
18,276
15.
8.7TI
16376
CCXX R1 IS81
11108r2022

Section B Statement of assets and liabilities at the end of the period
Unrnstrf¢ted R•strict•d fundts
lund•
Endgwm•nt
fund•
Cateqorws
B1 ca•h1￿￿kn
14
T4*•lcuh
15,5•1
fund•
fund•
DÈlai15
Details
B3 knve•kn•rt a•••ts
B4 A••ots r•taln•d for tt
Gharlty'8 (p•m 1150
B5 Uabllll••
IWA1￿ r•
Sb3ned byong orlw fruth•$
behaw of al th• tru8tees
Pth*N
Data of approval
CCXX P2 aoJ)unts (SSI
1110812022