## **Trustees’ Annual Report for the period** **From 1[st] February 2022 To 31[st] January 2023** ## **Charity name: Broadlands Group Riding for the Disabled (RDA)** ## **Charity registration number: 1170398** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|To provide regular year-round therapeutic
equine therapy including horse riding and
carriage driving for children and adults with
disabilities.| |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|The trustees are dedicated to the public
benefit that our charity delivers to children
and adults with physical, learning and
mental health disabilities.
We provide experienced coaches and
volunteers, and 11 suitable ponies for
riding and driving for our 55 weekly
participants.
Our activities take place in a tranquil rural
20-acre site surrounded by mature
woodland and accessible public byways.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|Trustees have had regard to the guidance
issued by the Charity Commission 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|We do not make grants.| |Policy on social investment
including program related
investment|Para 1.38|We aim to break-even as a charity with our
operating expenses and revenue, and to
seek and use externally sourced donations
and grants to finance capital improvements
and our significant maintenance workload.| |Contribution made by
volunteers|Para 1.38|Our volunteers are key. Individual riders
and carriage drivers require up to 5 trained
volunteers/coaches in attendance for the
session.| Further, our volunteers undertake most of the equine care, feeding and exercise, and we have an estates volunteer team who look after the stables, riding school, paddocks, trees and fences. **n/a** 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|We provide all our participants with a
recurring experience which enables them
to achieve physical, social and confidence
goals set by themselves and/or our team of
coaches and volunteers.
We monitor the benefit and progression
that equine therapy provides our
participants.
We keep our volunteers and supporters in
touch with activities and developments at
the Centre and share our successes with
them.
With the addition of carriage driving and
outreach therapy, we broaden the range of
participants we can work with who are
limited by location, mobility, age or weight.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |
Achievements against
objectives set|
Para 1.41|
For the year 2022/23, we set and achieved
the following objectives:

Activity levels exceeding pre-Covid
levels.

Financially break-even (or better) on
operating costs and revenues.

Carriage driving with disabled carriage
drivers commenced, and 1 new Coach
trained and certified.

Source and purchase an additional
Shetland pony for outreach work.

Replace the asbestos roofing on the
stables.| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|We exceeded our budgets for charitable
activity funding, and for capital projects, in
the 2022/2023 year.| |Investment performance|Para 1.41|n/a
n/a| against objectives nla Other ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|£95,000 of operating income against
£85,000 of operational expenses, with a
further £84,000 of grant and donation
income partly expended as £29,000 on
capital and maintenance projects in the
year.
This resulted in year-end reserves of
£12,000 (Unrestricted) and £71,000
(Restricted).| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Post Covid, to build reserves to cover 3-6
months of operating expenses by 2024/25,
with 2022/23 35% of this (£8-16k).| |Amount of reserves held|Para 1.22|Restricted: £71436
Unrestricted:£11686| |Reasons for holding zero
reserves|Para 1.22|n/a| |Details of fund materially in
deficit|Para 1.24|n/a| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|None.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |
The charity’s principal
sources of funds (including
any fundraising)|
Para 1.47|
1.
Donation, legacies, and grants
2.
Contributions towards riding/driving
costs
3.
Commercial and individual sponsorship
4.
Trading activities
5.
Interest| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|We do not as a practice hold monies for
investment. Our aim is to build reserves to
a modest level, to break-even operationally,
and to spend restricted grants and
donations fully on restricted projects.| |A description of the principal
risks facing the charity|Para 1.46|1.
Another lock-down
2.
Significant illness among our pony
stock.| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution| |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|At each AGM, one third of trustees retire
and can be re-elected by the meeting. They
retire in rotation, longest serving first.| ## **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|
All trustees are DBS checked and receive
training on Safeguarding and
Child/Vulnerable Adult Protection.| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|Broadlands Group RDA pays an annual
license to Riding for the Disabled, but the
two charities are independent of each
other.| |Relationship with any
related parties|Para 1.51|At each Board of Trustees meeting,
trustees declare any conflict of interest
including relationships with related parties,
and action is taken accordingly.| |Other||| ## **Reference and Administrative details** |Charity name|Broadlands Group Riding for the Disabled (RDA)| |---|---| |Other name the charity uses|Broadlands RDA. Broadlands Equine Therapy and RDA| |Registered charity number|1170398| |Charity’s principal address|Lower Paice Lane, Medstead, Hampshire, 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)**| |---|---|---|---|---| ||AnthonyWilliams|||| ||Anne Thomlinson|Treasurer||| ||Suzanne Stratford|||| ||Sharon Rafter|||| ||Neil Stratford|||| ||Richard Benton|||| ||Sarah Vey|||| ||Ian Gibson|||| ||Sara Mason|Vice Chair||| ||Nigel Hoppitt|Chair||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – 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**
**adviser**|**Name**
**Address**|**Name**
**Address**| |---|---|---| |Financial|Victoria Efstathiou|Applewood LLP, St Mary’s House, Church Street,
Bentworth, GU34 5RD| |||| |||| |||| ## **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** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s) Full name(s)** Richard Benton **Position (eg Secretary,** Trustee **Chair, etc)** **Date** 23/10/2023 Ccl TIJ ## **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** 31/01/2023 **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 / 2023** . - **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:** 30/3/2023 **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**