| Bodmin Moorland Pony Rehabilitation | Bodmin Moorland Pony Rehabilitation | 1167401 | |
|---|---|---|---|
| Receipts andpayments accounts | CC16a | ||
| 01/04/2022 For the period from |
To | 31/03/2023 |
| Section A Receipts and payments | Section A Receipts and payments | |||||
|---|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ 15,175 41,550 - - - - - - 56,725 - - - 56,725 16,981 6,244 3,551 8,613 156 6,811 106 360 1,487 933 - 4,579 683 - 50,504 - - - 50,504 6,221 - 984 7,205 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 15,175 41,550 - - - - - - 56,725 - - - 56,725 16,981 6,244 3,551 8,613 156 6,811 106 360 1,487 933 - 4,579 683 - 50,504 - - - 50,504 6,221 |
Last year to the nearest £ |
|
| Donations | 15,175 | 17,867 | ||||
| Sponsor income | 41,550 | 18,800 | ||||
| Other income | - | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
56,725 | 36,667 | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
||||||
| 36,667 | ||||||
| Feed | 16,981 | 11,732 | ||||
| Vets and medicines | 6,244 | 3,769 | ||||
| Other equine expenses | 3,551 | 4,424 | ||||
| Rent | 8,613 | 8,770 | ||||
| Utilities | 156 | 37 | ||||
| Otherpremises expenses | 6,811 | 7,245 | ||||
| Office costs | 106 | 80 | ||||
| Professional fees | 360 | 600 | ||||
| Trainingcosts | 1,487 | |||||
| Insurance | 933 | 803 | ||||
| Fundraisingexpenses | - | 342 | ||||
| Motor and travel expenses | 4,579 | 3,212 | ||||
| Other expenses | 683 | 483 | ||||
| - | - | |||||
| **Sub total ** | 50,504 | 41,497 | ||||
| A4 Asset and investment purchases, (see table) |
||||||
| - | ||||||
| - | ||||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| 41,497 | ||||||
| 6,221 | - | - | 6,221 |
- 4,830 | ||
| - | - | - | - | - | ||
| 984 | - | - | 984 | 5,814 | ||
| 7,205 | - | - | 7,205 | 984 |
CCXX R1 accounts (SS)
24/01/2024
1
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Details Bank current account Paypal account Details Total cash funds (agree balances with receipts and payments account(s)) Details Details Details |
Unrestricted funds to nearest £ 6,542 663 - 7,205 OK Unrestricted funds to nearest £ - - - - - - Fund to which asset belongs Fund to which asset belongs Fund to which liability relates |
Restricted funds to nearest £ - - - - OK Restricted funds to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - Amount due (optional) - - - - - |
Endowment funds to nearest £ |
|---|---|---|---|---|
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| OK | ||||
| Endowment funds to nearest £ |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| When due (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - |
Signed by one or two trustees on behalf of all the trustees
Signature Print Name
Date of approval
CCXX R2 accounts (SS)
24/01/2024
2
Trustees’ Annual Report for the period
From 01/04/2022 To 31/03/2023
Charity name: Bodmin Moorland Pony Rehabilitation
Charity registration number: 1167401
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance Equine Welfare, to prevent suffering, aiding hill and native & fly- grazed ponies suffering from abandonment, to improve the welfare of hill, native & fly grazed ponies by way of rehabilitation, education & awareness. Rehoming & sanctuary |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
During this financial year BMPR’s primary focus has been on the care, rehabilitation & rehoming of the residents in our responsibility, We have provided suitable nutritional assistance, rehabilitative care, routine & emergency veterinary attention including worming & registered farrier attendance. Many of our residents come to us as feral unhandled ponies or ponies with compromised welfare & past abuse, we have worked with each individuals handling to allow them to trust human interaction to enable them a future as human companions through active rehoming schemes for those that are suitable, in some cases due to health or behavioural issues some ponies may take considerable time to reach this point & some may remain in our care for life. This year we have had 2 ponies return to our care & 3 new residents, found 2 long term loan or foster homes & sadly lost one elderly resident. Suitable homes are sought and subject to thorough home checks and references they are placed under contract within new homes & are monitored during this time to ensure welfare needs are being met. At time of writing we have responsibility for 41 ponies in all with 22 in long term homes, 19 in residence between our 2 sites and grazing placement |
| We have continued to monitor the welfare of our local moorland ponies & when necessary relayed any welfare concerns to the relevant local authorities, we also assist the general public if they raise concerns or need advice about welfare concerns both on the local moorland commons or domestically. We continue to educate the public on equine welfare matters via social media channels Offer volunteering opportunities & access to outdoorspace |
||
|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees are aware of the guidance issued by the Charity Commission on public benefit regarding the need for them to exercise their powers or duties for the benefit of the public and every trustee has complied with their duty to have due regard to the guidance on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | Due to our very basic facilities & various locations it has been difficult to accommodate lots of hands on volunteer help and we had hoped that our new rented site with more suitable facilities and reduction of locations would allow us to accommodate more volunteers. Sadly we are still struggling to recruit new volunteers however we have found a few which has helped significantly alongside a couple of additional volunteers who have assisted on admin and fundraising help with 2 full-time volunteers who devotes their life to the care of the ponies, and training to become more and more effective at this and another 3 days a week, with casual volunteers ad hoc. During this period, focus has been on day to day care, rehabilitation & rehoming current residents & also ponies returning in to our care. We continue to recruit a small volunteer force to aid both the day to day running of our sites and for additional admin and fundraising duties. We give thanks to those volunteers who have |
helped with fundraising, events & help with pony checks at satellite locations Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The charity continues to successfully rehabilitate the ponies in its care giving them the greatest opportunity of finding long term future homes. We also provide ongoing care for those that need additional support or lifelong sanctuary. We continue to build relationships with other welfare organisations across the country. As a relatively young charity we are slowly building our relationships within the local community & hope once we establish our charity & facilities we will be able to open our doors to the greater community by way of accepting more volunteers, open days & ultimately human wellbeing through equine interactions & nature which one of our full time members has qualified in this year. During this financial year the long term effects of the pandemic have continued to impact our ability to attend fundraising & awareness events & due to so much personal & financial uncertainty leading to the cost of living crisis it has continued to impact our regular donation income from supporters. However we have been working hard to apply for assistance via grant funding We have continued to support the public with equine welfare advice & support, continued to support our guardian & foster homes to enable ponies to remain in their placements, we have continued to rehome ponies that are ready for new homes and opportunities & also find new homes or resume care for ponies that are returned to us due to personal changes of circumstance. We continue to informally monitor our local moorland pony herds & relay any concerns we have back to the relevant local authorities |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | It is reassuring to see our income rising this year helped particularly by successful applications for sponsor/grant income equating to £38,550. Regular donations and fundraising opportunities have been harder to sustain due to general financial uncertainties within the economy with the cost of living crisis post pandemic, however we have continued to receive a regular monthly sponsorship from The Hilda Florence Holmes trust which has helped enable us to continue to afford facilities & provide our residents with the nutritional or veterinary care which we are so grateful for. We continue to keep our resident numbers low & focus on training of our longer term residents to give them the greatest opportunity to find future homes Our new site has allowed us additional grazing which has reduced our overheads, but we find it a very exposed site which has incurred greater outgoings replacing storm damaged equipment and winter ground reinforcement which has meant outlay in other unexpected areas preventing us from moving forwards as quickly as we would like. We will continue these measures until income increases. We will continue to source grant funding opportunities, source more events to attend now the pandemic seems to be abating & find different ways to fundraise alongside our online events |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We aim to be able to hold reserves in future to enable us contingency funds should there be an unexpected drop in funding and end this year in a healthier financial situation than previous years |
| Amount of reserves held | Para 1.22 | zero |
| Reasons for holding zero reserves |
Para 1.22 | As the charity has been impacted by the economic effects of the covid pandemic & cost of living crisis and is still very much in the early stages of development it is not possible for reserves to be held as all used on our charitable activities |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
Additional information (optional) You may choose to include further statements where relevant about:
Our primary fundraising income has always been by way of crowdfunding appeals, attending awareness events, fetes, equine Para 1.47 events which we will continue post
| The charity’s principal sources of funds (including any fundraising) |
pandemic and focus on sourcing grant support, online fundraising and holding events until this time & we be focusing on rebuilding regular donations by way of sponsorship schemes |
|
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | 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. At the end of this financial year we are still in a period of uncertainty post Covid 19 and financial instability nationwide on the general economic situation however with our new site offering additional grazing and the measures in place relating to new admissions it is felt we can sustain our ongoingneeds. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | CIO Foundation |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | When looking for new trustees suitable candidates known to the trustees who have an interest in the work of the charity are invited & put forward. Upon approval are appointed by majority vote and familiarised with the day to day running of the charity & briefed on governance |
Additional information (optional) You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | BODMIN MOORLAND PONY REHABILITATION |
|---|---|
| Other name the charity uses | BMPR |
| Registered charity number | 1167401 |
| Charity’s principal address | C/O 91 HILLSIDE PARK BODMIN CORNWALL PL31 2NE |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| LEE MARTIN GREENER |
CHAIR | |||
| HARLEY MAY MACGREGOR |
SECRETARY | |||
| COLLEEN RAINES | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
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Bodmin Moorland Pony Rehabilitation
Independent examiner’s Report to the Trustees
I report on the accounts of the Trust for the year ended 31[st] March 2023, which are set out on form CC16a.
Respective responsibilities of trustees and examiner
The charity’s trustees consider that an audit is not required for this year under the Charities Act 2011 (the Act) and that an independent examination is needed. It is my responsibility to:
-
examine the accounts;
-
to follow the procedures laid down in the General Directions given by the Charity Commission under the Act; and
-
to state whether particular matters have come to my attention.
Basis of the independent examiner’s report
My examination was carried out in accordance with the General Directions given by the Charity Commissioners. 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 I do not express an audit opinion on the view given by the accounts.
Independent examiner’s statement
In the course of my examination, no matter has come to my attention:
-
(1) which gives me reasonable cause to believe that in, any material respect, the trustees have not met the requirements to ensure that:
-
proper accounting records are kept (in accordance with the Act); and
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accounts are prepared which agree with the accounting records and comply with the accounting requirements of the Act; or
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(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Brian Smith BA CPFA Lanhydrock Accountancy Practice Ltd 6 Queen Street Lostwithiel Cornwall PL22 0AB