## **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** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||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** 1 ## **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** 2 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. **TAR** March **2012** 3 Section D Achievements and performance **TAR** March **2012** 4 ## 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** 5 ## **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** 6 **----- 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**|**Details**|**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 1 **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** . 2 **October 2018** **IER**