Trustees. Annual Report for the period Period stsrt date Peri(xl end date 2024 From To Section A Re.ference and administration details Charlty name BELVOIR VALE RDA Other names charty Is known by Reglstered charity number (if any) 1162970 Charitys prlncipal address 4. HALL GROUNDS DRIVE, COLSTON BAssErr NOThINGHAMSHIRE Postcode NG12 3FX Names of thè charity trustees who manage the charlty Trust•• norne Office Irf any) Dates actèd rf not for *thole Nam• of person {or body) •ntrUed toa int trustee Ifan LESLEY DAVIES NATALIE MOUNTAIN NIKIN PATEL LOIS CALLAGHAN CHAIR SEcRARy TREASURER SAFEGUARDING OFFICER LISA LEATHOROUGH cHARLOE WALKER 10 12 13 14 15 16 17 18 19 20 Names of the trustees for the charity, If any. (for example, any custodian trusteos) Name Dates acted if not for whole ear TAR March 2012
Names and addresses of advlsers (Optional inforniatlon) e of adviser Name Address Name of chlef executlve or names of senlor staff members (Optlonal inf0mtIOn} Section B Structure, overnance and mana ement Descrlptlon of the charity's trusts ConstitutTron Type of goveming document oee sunnjo How the charity is constituted assaon, cio Trustee selection methods leg. a lea Dy. eiecfeo D Trustees are elected at the AGM by the Members of the Charity for a three year temi. A third of the Trustees retire at each AGM but are eligible to b& re-elected rf desired. The Chair resi ns at each AGM but is eli Additional governance Issues (Optional information) You may choose to include Risk Management is covered in the RDA 'Essentials of Membership. additional infomiation. where which sets out the standards and prOdureS by which the Charity relevant. about. operates. including the minimum standard of qualification of the people responsible for the activity at the time. ible to be re*lected if ¢Jesired. policies and procedures adopted for the induction and training of trustees; the charity's organisational structure and any wider netsv0 with which the charity works: The Charity works wtlh children and vulnerable people and the Trustees have jointly and individually declared they have carries out all the Trustee eligibility tests that are required by law. relationship with any related parties. trustees, consideration of major risks and the system and procedures to manage them. TAR March 2012
Section C Ob"ectives and activities To promote the objects of the Riding for the Disabled Association incorporating Carriage Driving- A charity registered under charity number 244108 (RDA) by providing disabled people with the opportunity to ride and or drive to benefft their health and well-being in the Belvoir Vale area. Summary of the objects of the charity set out in Its governing document Belvoir Vale RDA treats each beneficiary as an individual, tsiloring its support to their specific requirements. The Charity provides specialisl tuition by RDA qualified coaches and supported by trained volunleers without vthom most of the participants that the Group works with would not be able to access the equine activities. The "group offers Riding, Carriage DrivirKJ, Equine Assistad therapy- Hippotherapy sessions , Mechanical Horse sessions, Tea with a Pony for Local residents in Care Homes living with dementia and Supported Volunteer opportunities, Summary of the main activities undertaken for the publlc benefit in relation to these objects (include withln this section the statutory declaration that trustees have had regard to the guidance Issued by the Charity Commission on public beneflt) Additional detalls of objectlves and activitios {Optlonal infomiatlon) TAR March 2012
Belvoir Vale RDA primarily relies on volunteers to operate. with only one full time and 2 part time members of stsff. During the year the Volunteer Team continued to grow (60+) and the Charity now also has 5 Supported Volunteers. All these valued individuals are bound by their desire to help and support the disabled beneficiaries whether it is within the RDA sessions (over 1950 during the year), helping with the essential yard duties and care for our 12 amng ponies as well as supporting our Speual Events such as Open days and Regional and National Competttions. You may choose to include further statemenls. where relevant. about: policy on grantrnang. policy programme related investment" T volunteers have successfully passed their assessments lo become Coaches, one in riding and one in Carriage Driving. contribution made by volunteers. The Charity's Chaimian and Coach was awarded the RDAUK Volunteer of the Year award in recognition of her voluntary service to the Region and to RDA UK nationally. Belvoir Vale RDA welcx)med a number of B¢)ots employees for a Volunteering Day and were very grateful for their hard work helping to dèar th& paths around the sensory garden. Section D Achievements and performance TAR M8rth 2012
Section D Achievements and performance Summary of the main achievements of the charlty during the year This year several signfficant events happened that are noteworthy: Firsty. in earfy 2025 we welcomed our first Calage Driving parbcipant who was quickly followed by 5 others. Our driving pony Bonnie is proving herself very reliable and a valuable asset. The driving team were further expanded with the purchase of a new pony, Bear. who is currently under training, plus the purchase of a new carriage. Bear and the Bennington Carriage were made possible with the group receiving funds from The Postcode Lottery. Later in the year another volunteer qualified as a Driving Coach so the future looks very bright for Ir Driving T&am. As the Charity now works with 8 school groups attending during the week and over 30 independent riders who mainly attend at the weekends the Centre operates 7 days a week. The total number of riddenldriven sessions for the year inLYeased to over 1950. Our program for Tea with a Pony has developed over the year with th6 group hosting 8 sessions for 3 local Care Homes. The group has been loaned a gorgeous if somewhat cheeky Shetland pony. Candy, who now takes a leading role in these sessions. Following the very generous prtvate donation last year the group took delivery in October of a fully interactive mechanical horse, Roma 11. This amazing piece of equipment has allowed several participants to continue to attend for riding vthen one of the ponies went lame and was out of Yrk for several months. 11 has also been very usefvl in assessments of potential new riders. allowing our physiotherapist and the other coaches to better assess what support they will need in the RDA session parbcularly in relation to mounting and dismounting. Roma 11 has also been SUCssfUllY used in some of the Coach Training sessions which were held during the year for the Region. The number of Hippotherapy (Equine Assisted Therapy) beneficiaries has continued to increase with these specialist physiotherapist led sessions foming an important part of the range of equine ralated activities that Belvoir Vale RDA provides. Following the North Midlands Qualifiers in the spring, 15 of our participants qualified for the RDA National Championships. This event, held each year over 3 days at Hartpury College in Gloucestershire, brings together the top RDA riders from across the UK. All of Belvoir Vale riders achieved their own personal goals with 5 becoming National Champions and many more awarded high placings in their corresponding classes. The group is incredibly grateful to the vthole team, those that went to support the riders and the 5 ponies at the event, and those that stayed to care for the remaining ones on the yard. The development of the Centre enabled the group to host several regional events, including the Dressage Qualifier for the RDA Championships and 2 Training days with attendees from many other local RDA groups. TAR Marth 2012
Section E Financial review Brief slatement of the charity's pollcy on reserves The reported surplus reflects the timing difference beeen receipt of restricted funding designated for the Welfare Centre interior fit-out project. As the Welfare ntre was not completed by the year end, the related costs had not yet been fully incurred. The bulk of the surplus therefore does not represent an underfying operational surplus, but rather restricted funds cArried fopward to complete the project in the subsequent financial year. The value of unrestricted funds (41.565) held is in accordan with the Charity's policy for holding a sum equivalent to at least 6 months survival runway to support staff costs and the upkeep of the ponies should a situation arise when our charitable activities can't ba undertaken such as during an epidemic. Detalls of any funds materlally In deficit Further financial review dètails {Optional Infomiation) You may choose to indude additional information, where relevant about: the charity's principal sources of fvnds (including any fundraising). how expenditure has supported the key objectives of the charity- investment policy and objectives including any ethical investrnent policy adopted. The Charity experienced a significant increase in income during the year primarily due to a one-off donation1£300,000) reoived specifically to fijnd the interior fit-out of the Welfare Centre. This project commenced during the finanaal year but was not completed until the followng financial year. This level of income is therefore exceptional and not expected to recur in the fjjture years. The Chanty was also very fortunate to receive a signtficant amount of money, £50,000. from the Postcode Lottery's Millionaire Fund. It is unlikely that this will be repeated in the future. Exduding these two 'one off donations. the Charity's principal SoUrS of fvnds were from fees for the provision of RDA sessions, regular monthly donations. fees from the hire of our facilities and provision of livery ServIS to 1 horse. Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees, report above. TAR March 2012
Signed on behalf of the charlty's trustees Signature(s) Full name(s) Lesley Anne Davies Position (eg Secretary. Chair, Chair etc) Date 0410512026 TAR March 2012
BelvTrr Vale RDA Charty fio 1162970 Annual aco)unts for the period 01NJ8r2024 To CC17a 31ID712025 Section A Statement of financial activities lund• Inc4>m• fvnd• ar Incomlng ré•ourco• Foi F02 F03 F04 FOS 34.312 84.010 359,581 393.873 84,010 98,343 61,167 Oih•rlnMmlng I¥T£ 118.322 359.561 477.883 159,510 Rewur¢•$ •xp•nd•d ofGonwnB Fund• 124.547 124.547 127.382 124.547 124,547 127,382 6225 359.561 353,336 32,128 Gross tran$f¢r¥ bgtween funds 6225 359.561 32.128 Other recognlsed gaSnsllloss••l use 6,225 47,75N) 41.565 3Sg.561 353,336 47.790 32.12B 15,662 47.790 Total funds l*ougM frxward 401.126 CC17a IExdl ClJ111r2025
Section B Balance sheet Tclal thi5 Tot•1 l•st Fixed assets Tanglbl• a$8ets F03 F04 FOS 138, 76 Current assets stock and work In progrn Debtors (Short tsmil Inw•tn C•h at banlt and In hand 47,790 Crodltors: amounts hlllng due within on• 27,814 Crgdltors: amounts lalllng duo aft¢r¢ Provlslon• for liabilities and chargos lot• 1 Funds of the Charity UnT•strlct•d funds 401.1 47,790 Restrlcted Ineom• fvnd¥ IN¢ts 13) Endowmgnt tunds {Not• 131 T¢al fun gned by ona Dr Intstws PrKrt Nam8 Date of CC17a IExc*l) 0911112025
Section C .Notes to the accounts (conti No*8 3 P¥ld employeos Thls y•ar L•8t y•ar Gross wages, 1•?5 and b•neflts In klnd Employevs Natl¢mal Irb•uran¢• ¢4¥ats P•nslon costs 42.485 34,039 621 34,660 A¥•ray number of fu1141m• wul¥al•nt Omplo> Sn th• Th• parts of the Charlty In whlch th• Thls Numbor Last year Number Total ¢C17a IE¥cell 0911113)25
Soction C Notes to the .ICCOLints Note 4 Tanglble flxed ag80ts Pleaso complglg Ihts n¢>te Ifth• clwtyhas any Ilxodass•ts 4.1 Cost or valuatlon Tt)tal rna¢hln•ryand ffttlng5 and egulpTh onI and aswts under Balance brought forward Addition$ 138.276 138.276 Revaluatlons Dlsposals Transfer8. 8818n¢o carried forward 138.276 4.2 A¢eumul•tfjd depreclatlon and Impalrnwnt provlslo Balance brought fOard Depreclalon charge for year Impaimènt provisions Revaluations Dlsposals Tr8nsfers' Balaneg carrlod 3 Nat book valu• Brought foAY8rd Carried forward 138.276 138,276 CC17a (Exc•ll 0911112025
sectio C Notes to the accounts Icontl Nots5 CredltOf8 and accft 12.1 Analy818 ol cr•ditorn Am*iunts falllng due wlthln y•ar year Last bwr knunts falllng due after mor• than on• y•ar Th1$ yw Last Or Loans and obTrdrafts Trado ¢r•ditors Jnounts du• to subsldlwy and •s¥oc undertakln 27.814 Othor eredltors CC170 IEy£dl 091111225
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl membern of Belvoir Vale RDA On accounts for the yr ended 31 July 2025 Charfty no (If any) 1162970 Set out on pages 1to7 4fÈTrEmi to the page I I report to the trustees on my examination of the accounts of the al)ove Gharity (Ihe Trusf) for the year ended 31 July 2025. Responslblllties and As the chartty trustees of the Trust, you are responsibfe for the preparation basis of report of the a¢xounts in accordance with the requirements of the Charities Act 2011 (Ihe Acr). report in respe( of my examination of the Trust's accounts carried out under sedion 145 of the 2011 Act and in carying out my examination. I have followed the applicable Dire(aions given by the Charity Commission under section 145(5)(b) of the Ac. The ¢haty's gross income exceeded £250,000 and l am qualrfied to undertake the examination by being a qualrfied memb8r of The Institute of Chartered Accountants in England arKI Wales. Independent examiner's Statement I have c(xnpleted my examination. l nfirrn that no material matters have come to my attention in connection with the examinatson which gives me cause to believe that in, any material resFect: accounting records were not kept in accordance %ryth section 130 of the Act or the accounts do nc* acc(Kd with the accounting records I have no concems and have come a(¥oss no otrr matters in connection with the examination to whi¢h attention should be drawn in order to enable a proper understsnding of the accounts to be reached. ' Please delete the rdS in the brackets rfthey do not apply. Slgned: Dats: Namo.. Penelope Jane Wlliams Relevant professlonal qualification{sl or body 15f any): Chartered Accountant Addre. Monks Way, Haggnook Wood. Ravenshead NG15 9HE IER October 2018