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2025-03-31-accounts

Charity registration number: 1165582

Sawpit Retirement Home

Annual Report and Financial Statements for the Year Ended 31 March 2025

Devereux & Hunt Ltd Certified Accountants 51 Basepoint Business Centre Oakfield Close Tewkesbury Glos GL20 8SD

Sawpit Retirement Home

Contents

----- Start of picture text -----
Reference and Administrative Details 1
Trustees' Report 2 to 3
Independent examiner's report 4
Statement of financial activities 5
Balance Sheet 6
Notes to the financial statements 7 to 10
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Sawpit Retirement Home Reference and Administrative Details

Charity name Sawpit Retirement Home
Charity registration number 1165582
Principal office New House Farm Stud
Saw Pit Lane
Apperely
Gloucester
GL19 4DW
Trustees Mr D A Hunt
Mrs C M Hunt
Mr S Jones
Mr S Ellis Cooper
Mr A T Huckfield
Bankers Weatherbys Private Bank
Sanders Road
Wellingborough
Northamptionshire
NN8 4BX
Accountant Devereux & Hunt Ltd
51 Basepoint Business Centre
Oakfield Close
Tewkesbury
Glos
GL20 8SD

Page 1

Sawpit Retirement Home

Trustees' Report

The trustees present the annual report together with the financial statements of the charity for the year ended 31 March 2025.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the charity’s governing document, the Charities Act 2011 and ‘Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

Objectives and activities

Public benefit

The primary purpose of Sawpit Retirement Home ‘the charity’ is for the benefit of the public to relieve the suffering of horses and dogs in need of care and attention and, in particular, to provide and maintain rescue homes or other facilities for the reception, care and treatment of such animals

The Board of Trustees confirm that they have complied with the requirements of section 17 of the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission for England and Wales.

Significant activities

The primary activity during the year has been the provision of facilities for welfare, care and treatment for horses and dogs.

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

Achievements and performance

The main achievements during the period is the continued provision of facilities to assist with the welfare, care and treatment for horses and dogs.

During the year the charity has provided welfare, care and treatment to 26 animals (2024 – 26 animals).

Financial review

The financial position at the end of the period in in line with the Trustees’ expectations.

Reserves policy

The Sawpit Retirement Home Board of Trustees has given consideration to the continued activities and life of the charity. The Sawpit Retirement Home Board of Trustees are very aware that the continued existence of the charity is to some extent dependent o the level of funds held and as such a concerted effort has been made to address the need to add to these funds on an annual basis going forward.

In the opinion of the Sawpit Retirement Home Board of Trustees, the present level of reserves totalling £34,854 (2024 - £38,778) is adequate.

Going concern

As at 31 March 2025 the charity is satisfied that it has adequate resources to continue in operational existence for the foreseeable future. Thus the Trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

Page 2

Sawpit Retirement Home

Trustees' Report

Structure, governance and management

The charity is a Charitable Incorporated Organisation controlled by its constitution dated 12 February 2016.

The present, and any past Trustees who served during the year are as shown on page 1.

Recruitment and appointment of new trustees

In selecting individuals for appointment as charity trustees, the charity trustees have regard to the skills, knowledge and experience needed for the effective administration of the CIO. Apart from the first charity trustees, every trustee must be appointed by a resolution passed at a property convened meeting of the charity trustees. There must be a minimum of two charity trustees.

Risk assessment

The Trustees have assessed the risks to which the Charity is exposed, including operational and financial risks. In the opinion of the Trustees the Charity has established resources and review systems to manage these risks.

Statement of Trustees' Responsibilities

The trustees are responsible for preparing the trustees' report and the financial statements in accordance with the United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice) and applicable law and regulations.

The law applicable to charities requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state 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:

The trustees are responsible for keeping proper 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 2011, the applicable Charities (Accounts and Reports) Regulations, and the provisions of the constitution. The trustees 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.

The annual report was approved by the trustees of the charity on 13 January 2026 and signed on its behalf by:

……………………………………..

Mr D A Hunt

Trustee

Page 3

Independent Examiner's Report to the Trustees of

Sawpit Retirement Home

I report on the accounts of the Trust for the year ended 31 March 2025, which are set out on pages 5 to 10.

Respective responsibilities of trustees and examiner

The trustees are responsible for the preparation of the accounts. The trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011(the 2011 Act) and that an independent examination is needed.

It is my responsibility to:

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 the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations 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 accounts present a 'true and fair view' and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

have not been met; or

......................................... 51 Basepoint Business Centre Michelle Devereux Oakfield Close Devereux & Hunt Ltd Tewkesbury Certified Accountants Glos GL20 8SD 13 January 2026

Page 4

Sawpit Retirement Home

Statement of Financial Activities for the Year Ended 31 March 2025

Note
Incoming resources
Incoming resources from generated funds
Voluntary income
2
Total incoming resources
Resources expended
Costs of generating funds
Fundraising trading: cost of goods sold and other
costs
3
Governance costs
3
Total resources expended
Net movements in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
Unrestricted
Funds
£
55,000
55,000
58,120
804
58,924
(3,924)
38,778
34,854
Total Funds
2025
£
55,000
55,000
58,120
804
58,924
(3,924)
38,778
34,854
Total Funds
2024
£
50,000
50,000
55,225
804
56,029
(6,029)
44,807
38,778

All incoming resources and resources expended derive from continuing activities.

The charity has no recognised gains or losses for the year other than the results above.

The notes on pages 7 to 10 form an integral part of these financial statements.

Page 5

Sawpit Retirement Home

Balance Sheet as at 31 March 2025

Note
Fixed assets
Tangible assets
6
Current assets
Debtors
7
Cash at bank and in hand
Creditors: Amounts falling
due within one year
8
Net current assets
Net assets
The funds of the charity:
Unrestricted funds
Unrestricted income funds
Total charity funds
2025
£
£
33,355
11,000
44,149
55,149
(53,650)
1,499
34,854
34,854
34,854
2024
£
£
29,855
-
53,710
53,710
(44,787)
8,923
38,778
38,778
38,778
2024
£
£
29,855
-
53,710
53,710
(44,787)
8,923
38,778
38,778
38,778
38,778
38,778
38,778

Approved by the Board on 13 January 2026 and signed on its behalf by:

.........................................

Mr D A Hunt Trustee

The notes on pages 7 to 10 form an integral part of these financial statements.

Page 6

Notes to the Financial Statements for the Year Ended 31 March 2025

Sawpit Retirement Home

1 Accounting policies

Basis of preparation

The financial statements have been prepared in accordance with the second edition of the Charities Statement of Recommended Practice issued in October 2019, the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and the Charities Act 2011.

Sawpit Retirement Home meets the definition of a public benefit entity under FRS 102. The accounts (financial statements) have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts.

Fund accounting policy

Unrestricted income funds are general funds that are available for use at the trustees' discretion in furtherance of the objectives of the charity.

Further details of each fund are disclosed in note 10.

Incoming resources

Donations are recognised where there is entitlement, certainty of receipt and the amount can be measured with sufficient reliability.

The charity receives donated resources from D A Hunt in the form of provision of land but as the value of these resources cannot be quantified, the income and expenditure has not been recognised in the statement of financial activities.

Resources expended

Liabilities are recognised as soon as there is a legal or constructive obligation committing the charity to the expenditure. All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs related to the category.

Costs of generating funds are the costs of trading for fundraising purposes.

Governance costs

Governance costs include costs of the preparation and examination of the statutory accounts, the costs of trustee meetings and the cost of any legal advice to trustees on governance or constitutional matters.

Support costs

Support costs include central functions and have been allocated to activity cost categories on a basis consistent with the use of resources, for example, allocating property costs by floor areas, or per capita, staff costs by the time spent and other costs by their usage.

Fixed assets

Depreciation

Depreciation is provided on tangible fixed assets so as to write off the cost or valuation, less any estimated residual value, over their expected useful economic life as follows:

Plant and machinery 10% straight line basis Motor vehciles 20% reducing balance

Page 7

Sawpit Retirement Home

Notes to the Financial Statements for the Year Ended 31 March 2025

......... continued

2 Voluntary income

Donations and legacies
Appeals and donations
Total resources expended
Direct costs
Casual labour
Water rates
Animal feed and beding
Veterinary fees and medical supplies
Equipment repairs and renewals
Telephone and fax
Motor and travel expenses
Depreciation of plant and machinery
Support costs
Accountancy fees
Unrestricted
Funds
£
55,000
Total Funds
2025
£
55,000
Governance
£
-
-
-
-
-
-
-
-
-
804
804
Total Funds
2024
£
50,000
Facilities
costs
£
9,700
397
13,312
6,076
18,927
30
815
8,863
58,120
-
58,120
Total
£
9,700
397
13,312
6,076
18,927
30
815
8,863
58,120
804
58,924

3 Total resources expended

4 Trustees' remuneration and expenses

No trustees received any remuneration during the year.

5 Net outgoing resources

Net outgoing resources is stated after charging: Depreciation of owned assets

2025 2024
£ £
8,863 7,511

Page 8

Sawpit Retirement Home

Notes to the Financial Statements for the Year Ended 31 March 2025

......... continued

6 Tangible fixed assets

Cost
As at 1 April 2024
Additions
As at 31 March 2025
Depreciation
As at 1 April 2024
Charge for the year
As at 31 March 2025
Net book value
As at 31 March 2025
As at 31 March 2024
Plant and
machinery
including
motor vehicles
£
60,498
12,363
72,861
30,643
8,863
39,506
33,355
29,855

7 Debtors

Other debtors
Creditors: Amounts falling due within one year
Other creditors
Accruals and deferred income
2025
£
11,000
2025
£
52,805
845
53,650
2024
£
-
2024
£
43,942
845
44,787

8 Creditors: Amounts falling due within one year

Page 9

Sawpit Retirement Home

Notes to the Financial Statements for the Year Ended 31 March 2025

......... continued

9 Related parties

Controlling entity

The charity is controlled by the trustees.

Related party transactions

Donations received without conditions from Trustees totalling £44,000 (2024 - £50,000) were received during the period ended 31 March 2025.

At 31 March 2025 Sawpit Retirement Home owed £10,100 (2024 - £10,100) to Woodlands (Gloucestershire) Limited which is a company controlled by Mr D A Hunt.

At 31 March 2025, Sawpit Retirement Home owed £33,990 (2024 - £33,842) to Mr D A Hunt, a trustee of Sawpit Retirement Home.

10 Analysis of funds

General Funds
Unrestricted income fund
At 1 April
2024
£
38,778
Incoming
resources
£
55,000
Resources
expended
£
(58,924)
At 31
March 2025
£
34,854

Page 10