## **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
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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 (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 Issl 4uftowe xx? fr*mLI IYAOJ Jo aipa aWPN Iuljd eA￿￿U￿As S88isn4 eyl IIE JO MBiI8q IAI 80wsn4 w Ks auo Aq p8u6 IBUO •np U•4M uqei siieiao •np Iumuty 4441AOI asn umo s.KiiJ*uJ gyi JOI P•UIYiW ••¥SV tr8 u• siIBiaa •IIIVhiu•JJn) Woli 441VAOI PLMIJ J•8 gipioa •••z.-.. 519•49W OJ spunj pfrpi480¥ >y•Je•J spunj P•IJVl8aJun SIIEiaa spunj WaWlAOPU3 Iko'o S*9'8L spunj 4srJ iyoi wwjnj spuni 4SP? Ig >19•JqqU 01 31••JRAU 01 315•J¥*l spu spuru IllaiUMOPU3 spuni pai?148 poljad auj 10 pua aui IE sa!1!IlqE!I PUE siassp 10 iuawaiElS S UO!i?as $1!epa sailoSaip? ## ## ## ##