2021-01-31-accounts - Broadlands Group Riding For The Disabled Association

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Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year From 01 02 2020 To 31 01 2021

Section A Reference and administration details

Charity name Broadlands Group Riding for the Disabled Other names charity is known by None Registered charity number (if any) 1170398 Charity's principal address Broadlands Lower Paice Lane Medstead, Alton, Hampshire Postcode GU34 5PX

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Mrs S Stratford
Mr N Hoppitt	Chairman
Mrs S Mason	DeputyChairman
Mr I Gibson
Mr P Nuth		Resigned 21/12/2020
S.Mancini		Resigned 30/10/2020
Mrs A Tomlinson	Treasurer	Joined 21/01/2021
Mr N Stratford		Joined 23/03/2020
Mrs D Welby		Resigned 11/01/2021

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

Name	Dates acted if not for whole year
None

TAR

March 2012

Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)
Type of adviser Name Address
Financial	Vicky Efstathiou	Applewood LLP, St Mary’s House, Church St, Bentworth, Alton, Hants, GU34 5RD
Centre Manager	Jacky Nuth	Broadlands Group RDA, Lower Paice Lane, Medstead.

Name of chief executive or names of senior staff members (Optional information)

N/a

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 constituted

CIO

(eg. trust, association, company)

Trustee selection methods

(eg. appointed by, elected by)

At each AGM one third of trustees retire and can be re-elected by the meeting. They retire in rotation, longest serving first.

Additional governance issues (Optional information)

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

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Trustees conduct reviews of all our compliance documentation including; Health and Safety, Child Protection Policy and an assessment of major risks that may affect our charity. The policies and relevant information are on a public display in the viewing gallery at the stables and available for the volunteers, riders, parents and carers and visitors to read.

The coaches and senior volunteers have attended Safeguarding Courses as part of our policy to keep volunteers and staff aware of our Child and vulnerable Adults Protection Procedures.

The outbreak of the Covid-19 pandemic in March 2020 led to the closure of all our services to participants. A risk assessment was developed and implemented to enable the welfare of ponies to take precedence. Once restrictions were lifted we continued to review the RDA HQ guidelines and we completed 04/08/2020, as one of the first Groups to reopen following approval from RDA HQ. Volunteers returned for Covid-19 induction in the summer months and training. Later in the summer we were able to briefly offer participant sessions in August before the next lockdown in November and December.

Section C Objectives and activities

To provide regular therapeutic horse-riding lessons for children and adults with disabilities, to benefit their health and well- being.

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

During closure we started training ponies and staff for carriage driving and will be able to add this service soon.

TAR

March 2012

We as Trustees are dedicated to the public benefit that our charity delivers to children and adults with disabilities. We provided therapeutic horse-riding lessons to children and adults in groups or on a one-to-one basis depending on their needs throughout the year. One of our aims is to give them an experience that will challenge them to achieve personal goals in an environment that is safe but full of possibilities and training towards future employment.

We have built a relationship with a specialist school, Shepherd’s Down Summary of the main during the first three months of the year. We remain in close contact with activities undertaken for the them and hope to resume riding. Children from the school ride during the public benefit in relation to term and their progress is closely monitored. Reports are issued for the these objects (include within school and parents to demonstrate progress. We believe all progress is this section the statutory a great achievement. declaration that trustees have had regard to the guidance We also enable children in a mainstream school, Winnall Primary School, issued by the Charity to ride regularly at Broadlands. Commission on public benefit) Treloar’s College, profoundly disabled riders have continued to ride at Broadlands until the pandemic.

Individual riders participate in Saturday lessons.

During the pandemic the focus was the welfare of the ponies to maintain their health and fitness ready to return to normal riding sessions when restrictions were lifted. This enabled some of our volunteers to keep working with the ponies improving both their welfare.

Additional details of objectives and activities (Optional information)

Up to 89 volunteers give their time during the week and on Saturdays to assist our riders achieve their personal goals. We also have 11 coaches that are following the RDA coaching pathway. They are a valuable group of volunteers that plan lessons and take lessons for all levels of rider ability.

The volunteers are trained to maintain a high standard of care, so that the riders can achieve their personal goals. The horses are well cared You may choose to include for, trained and happy to do this work. Without the dedication of the further statements, where volunteers our charity would not be able to operate and make the relevant, about: difference to the lives of so many children and adults.

• policy on grantmaking;

policy programme related investment;
contribution made by volunteers.

We have teenager volunteers too, who, while helping, learn about disabilities and the problems of those less fortunate than themselves and the determination of these riders to overcome their difficulties. Many doing this as part of their Duke of Edinburgh awards. Our Centre Manager is close to completing her training in Equine Facilitated Pyschotraumatology with IFEEL (training was delayed during Covid restrictions) which will enable Broadlands to offer support to adults with servere stress, trauma and PTSD

We will soon be able to offer carriage driving as an activity to broaden the support we give. Providing an equine activity to those unable to ride.

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March 2012

Section D Achievements and performance

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March 2012

Section D Achievements and erformance p

Summary of the main achievements of the charity during the year

Our strategy:

We are committed as a charity to providing all our riders with an experience that will enable them to achieve goals set by themselves and/or by our team of dedicated coaches and volunteers.

We see the benefit that horse riding can have both physically and mentally in the way they sit and respond to those about them. The progress is recorded and is very rewarding for all.

Due to Covid-19 pandemic we had to close for the spring and summer terms. We were one of the first RDA Groups to reopen and provide a restart programme to welcome our volunteers back safely and then riders that could participate without close contact with volunteers. We managed to expand our volunteer numbers during this period with community activities such as cutting trees, corporate support with workdays completing a list of tasks working outdoors.

We also expanded our services by investing in carriage driving following the closure of the Newbury driving group. This gave Broadlands a new focus during this difficult period with volunteers and staff training the ponies for driving and developing our facilities to accommodate carriages and other equipment. As part of the community involvement, existing but overgrown bridleways were opened to enable Broadlands to access safe carriage driving in our local area. This has benefited not only Broadlands but the wider community too.

When the pandemic forced closure of our services, we had to adapt very quickly to protect our income. We focused on our website with ‘adopt a pony’ which was successful in bridging the immediate income shortfall. We developed an email newsletter, Pony Express, to reach all our supporters and importantly our riders and participants. This enabled us to develop our fundraising relationship with a larger group of supporters. The support has been amazing, and we have been able to meet our income targets to remain ready for the return of riders as soon as we were able to. We were also able to secure grants to keep funds rolling in.

TAR

March 2012

Section E Financial review

Reserves are placed in an easy access interest account.

Brief statement of the charity’s policy on reserves

Details of any funds materially N/a in deficit

Further financial review details (Optional information)

We continue to fund raise locally and from as wide a source as possible, You may choose to include including personal donations, charitable trusts, other fundraising. additional information, where relevant about: Our website has been successful in attracting funds and gives an the charity’s principal excellent picture for our work.

the charity’s principal sources of funds (including any fundraising);
The funds have been carefully spent to maintain the horses/pony’s health
• how expenditure has and fitness, opportunities are continually sought to reduce the costs where possible.
supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

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

Signed on behalf of the charity’s trustees

Signature(s) Nigel Hoppitt Full name(s) Nigel Hoppitt Position (eg Secretary, Chair, Chair etc) Date 25/10/2021

TAR

March 2012

----- Start of picture text -----
Charity Name No (if any)
Broadlands Group Riding for the Disabled 1170398
Receipts and payments accounts CC16a
For the period Period start Period end
To
from 01/02/2020 31/01/2021
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the to the to the to the to the
nearest £ nearest £ nearest £ nearest £ nearest £
A1 Receipts
Donations 15,374 - - 15,374 34,220
Pony Puchases - - - - -
Well Being 2,637 - - 2,637 4,520
Grants 27,079 - - 27,079 2,500
Sales 2,800 - - 2,800 361
Collection Boxes 79 - - 79 87
Pony Sponsorship 13,684 13,684 6,206
Events 1,250 1,250 12,654
Gift Aid 4,072 4,072 4,469
Other 639 - - 639 66
Capex Donations - 46,373 - 46,373 10,357
Sub total (Gross income for
53,929 60,057 - 113,986 75,440
AR)
A2 Asset and investment
sales, (see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 53,929 60,057 - 113,986 75,440
A3 Payments
Horse Upkeep 13,266 3,090 - 16,356 13,354
Labour 34,700 - - 34,700 30,594
Property Costs 4,620 - - 4,620 2,175
Fees 1,498 - - 1,498 2,339
Running expenses 1,357 - - 1,357 701
Services 2,181 - - 2,181 1,941
Advertising 1,731 - - 1,731 664
Events & Conferneces 139 - - 139 798
CAPEX Building Costs - 44,960 - 44,960 16,492
Sub total 59,492 48,050 - 107,542 69,058
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total - - - - -
Total payments 59,492 48,050 - 107,542 69,058
Net of receipts/(payments) - 5,563 12,007 - 6,444 6,382
A5 Transfers between funds - - - - -
A6 Cash funds last year end 15,257 21,668 - 36,925 30,543
Cash funds this year end 9,694 33,675 - 43,369 36,925
----- End of picture text -----

Section B Statement of assets and liabilities at the end of the period

Categories	Details	Unrestricted funds	Restricted funds	Endowment funds
		to nearest £	to nearest £	to nearest £
B1 Cash funds	Current	6,721	33,675	-
	Capex	-	-	-
	Cash in Hand	2,973	-	-
	*Total cash funds*	9,694	33,675	-
	(agree balances with receipts and payments account(s))	OK		OK
		Unrestricted funds	Restricted funds	Endowment funds
	Details	to nearest £	to nearest £	to nearest £
B2 Other monetary assets		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-

	Details	Fund to which asset belongs	Cost (optional)	Current value (optional)
B3 Investment assets			-	-
			-	-
			-	-
			-	-
			-	-

	Details	Fund to which asset belongs	Cost (optional)	Current value (optional)
B4 Assets retained for the charity’s own use			-	-
			-	-
			-	-
			-	-
			-	-
			-	-
			-	-
			-	-
			-	-

	Details	Fund to which liability relates	Amount due (optional)	When due (optional)
B5 Liabilities	Wall & door old barn	unrestricted	873
			-
			-
			-
			-

Signed by one or two trustees on behalf of all the trustees	Signature	Print Name		Date of approval
		Nigel Hoppitt		11/11/2021

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name members of Broadlands Group Riding for the Disabled On accounts for the year 31/01/2021 Charity no 1170398 ended (if any) Set out on pages (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 / 01 / 2020 .

Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:

accounting records were not kept in accordance with section 130 of the Act or
the accounts do not accord with the accounting records

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

Please delete the words in the brackets if they do not apply.

Signed: Date: 29/3/2021 Name: Victoria Efstathiou Relevant professional FCCA qualification(s) or body (if any): Address: 8 Holland Drive, Medstead, Hampshire, GU345TD

October 2018

IER

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

October 2018

IER