2024-01-31-accounts

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Trustees’ Annual Report for the period

From 1[st] February 2023 To 31[st] January 2024

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 2023/24, we set and achieved the following objectives: • Financially break-even (or better) on operating costs and revenues. • Strengthen Board.
Performance of fundraising activities against objectives set	Para 1.41	We exceeded our budgets for charitable activity funding, and for capital projects, in the 2023/24 year.
Investment performance against objectives	Para 1.41	n/a n/a
Other		n/a

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Year-end reserves of £78,645 (Unrestricted) and £40,017 (Restricted), so in total £118,662, an increase of £35,540 over 2022/23.
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 2023/24 70% of this (£15-32k).
Amount of reserves held	Para 1.22	Restricted: £40,017 Unrestricted: £78,645
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	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 Enhanced 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 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 (if any)
	Anthony Williams	Chair	Trustee since 2021, elected Chair 26.7.2023
	Anne Thomlinson	Treasurer
	Suzanne Stratford
	Sharon Rafter
	Richard Benton
	Emma Trotter
	Sara Mason	Vice Chair	Resigned 26.4.2023
	Nigel Hoppitt	Chair	Resigned 26.7.2023
	Emma Mallory		Joined 21.4.2023
	Neil Stratford
	Ian Gibson		Died 1.4.2023
	Sarah Vey		Resigned 25.3.2023
	Kim Ottridge		Joined 27.9.2023

– Corporate trustees names of the directors at the date the report was approved

Director name n/a

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
n/a

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity	n/a
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects	n/a
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets	n/a

Additional information (optional)

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
Independent Examiner	Timothy Wettone FCCA Retd.	Squirrels Leap, Boyneswood Road, Medstead, GU34 5DY

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

Centre Manager Paige Parsons w.e.f 26.4.2023

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) Position (eg Secretary, Chair, etc) Date
	Richard Benton
	Trustee
	1.10.2024
	1.10.2024

CHARITY COMMISSIO FOR ENGiAND AND WAIE Broadlands Rkllng lortho D15ablBd 1170398 Receipts and payments accounts CC16a For tho period To 01￿2023 3110112024 Section A Receipts and payments Unrestrlct•d lunds to th• Restri¢ted lund$ Endowment fundty Total funds Last ￿ar to It¥bwèBIÉ b) lh• n•rwtÉ to th• ma￿tE to thg rwr••l£ Al R•¢*l ts Donslion5 Wellbein Granits Salés Coll￿tron 8ox•s Pony SponEOTGh Evonls Gift Aid Oiher Copll81 t>on8lions 6a,702 9.855 60.373 6.929 55 IM72 201 4,125 17.032 8A15 806 1.672 204 4.125 17,032 8,415 24,606 03,051 33 6.099 5.09 9,gPJ 11 Sub total(Gross inGomg for AR) 100027 192.sM2 179,186 A2 A88•t and Inmtm•nt Sal￿, tabl•l. Sub total 180.027 11835 192,662 179,165 A3Pa Horse Upkegp L•bDvr Pioperty Co8t8 cost• & Olhfrr expen688 27, 6J.457 2J,459 27,228 70.088 37,372 7,243 J,391 4,104 3,851 Bpg 2,975 16,650 54.267 10,144 11.913 7245 Feèg Runnlns ExpgnMs Sfrrvlces Advert15ing Evonls & Conferèn CAPEX S 2,33 4104 3.&51 1.147 525 2,975 Sub totsl 131.934 25.78B qS7,122 119,940 A4 Ass•t and inwstrnent urcha808, s•• tabl• Sub total 131.334 25,788 1SY,12Z 119.940 Plet of r8¢elpts/fpayments) AS Transfors batW￿n furKIs Ae Cash funds last year end Cash funds this year end 48.693 13.153 35.540 59,225 29,952 78. $3,170 40.017 83,122 t18.662 23,897 83.122 CCXX Rf a¢ts)unls ISSI

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