## **Trustees’ Annual Report for the period** **From 1[st] February 2024 To 31[st] January 2025** **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 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 12 suitable ponies for
riding for our 60 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 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 2024/25 we set and achieved
the following objectives:
•
Financially break even, broadly
matching operating income and
expenditure
•
Full review and revision of our
Safeguarding Policies and Procedures| |---|---|---| |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 ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|Year-end reserves of £39,657
(Unrestricted) and £50,917 (Restricted), so
in total £90,574, a decrease of £28,088
over 2022/23. This was planned, and
results from capital funds received in a
different year to when spent.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Post Covid, to build unrestricted reserves to
cover 3-6 months of operating expenses by
2024/25.| |Amount of reserves held|Para 1.22|£90,574| |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|**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. Donations, legacies, and grants
2. Contributions towards riding and therapy
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
3. Dependence on electricity supply via a
third-party premises.| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution date 1.9.2016 plus Appendix
dated 26/4/2025| |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.
Three term limits on trustees service.| |**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)**| |---|---|---|---|---| ||AnthonyWilliams|Chair||| ||Anne Tomlinson|Treasurer||| ||Suzanne Stratford|||| ||Sharon Rafter|||| ||Richard Benton|||| ||Emma Trotter|||| ||Emma Mallory|||| ||Kim Ottridge|||| ||Neil Stratford||Resigned 23rdMarch 2024|| ||Debbie Cavalier||Joined 12thApril 2024|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – 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 n/a held in this capacity Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for n/a safe custody and segregation of such assets from the charity’s own assets ## **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|Arlene Mudie,
ACA|Long Furrow, Frog Lane, Avebury Trusloe,
Marlborough, SN16 1QS| |||| |||| |||| **Name of chief executive or names of senior staff members (Optional information)** Centre manager, Paige Parsons. ## **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)** ~~ee~~ **Full name(s)** Richard Benton **Position (eg Secretary,** Trustee **Chair, etc) Date** 30th June 2025 CHARITY COMMISSION FOR ENGLAND AND WALES Broadlands Rldina for the Disabled 1170398 Receipts and payments accounts CC16a Forthe period from 0110212024 3110112025 Section A Receipts and payments Unrestricted funds to ￿ nearest Endowment funds to the nearest £ Last year to the nearest £ Restricted funds Total funds to rnarest £ to the nearest £ A1 Recel ts tk)natlons Wellbeln Grants Sales Ilection Boxes Pon onsorshl Events Gift Ald Other ital tk)natlons 59,243 7,619 59,243 7,619 63,702 9,855 8,204 96 3,700 16,109 3,836 10,570 34,072 8,204 96 3,700 16.109 3,836 10,570 52,878 1,672 204 4,125 17,032 8,415 24,606 63,051 18,806 Sub total(Gross income forAR) A2 Asset and investment sales, see table . 143,449 18,806 162,255 192,662 Sub total Totalreceipts 143,449 18,806 162,255 192,662 A3Pa ments Fl)rse ￿keep Labour Property Q)sts Other expenses 23 098 80 874 25 490 741 4894 30 3,906 27 559 8,923 23,128 84 780 53 049 9,664 4,894 27,228 70,088 37,372 7,245 3,361 4,104 3,851 899 2,975 RunnArKJ Expenses Servlces Advertising Events & C£)nferences 4,890 1430 3,961 4,890 1430 4,920 960 Sub totsl 148,965 41,378 190,343 157,122 A4 Asset and investment purchases, (see tsble) Sub total Totslpayments 148,965 41,378 190,343 157,122 Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 5,517 22,571 28,088 35,540 78,645 73,129 40,017 118,662 83,122 17,446 90,574 118,662 CCXX R13ccounts (SS) 1010612025 Sect on 8 Statement of assets and liabilities at the end of the period Unrestricted funds to rnarest £ 72,853 Restrfcted funds Endowment funds to rnarest £ Categorles Details to nearest £ B1 Ggsh funds rrent 17,446 Cash in Hand 275 Total cash funds 73,129 17,446 with r￿£1[￿ tHymuts axxth(s)) OK Restrfcted funds Unrestricted funds to t)earest £ Endowment funds to nearest £ Details to r*arest £ 2 Other monetary assets Fund to which asset belongs CL￿ (qAi(KMI) Current value (optional) Details Fund to which asset I￿longS Cost (optiorkil) Current value (optional) Details B4 Assets retsined for the charty's own use Fund to whlch Ilablllty relates Amount due (optlonal) When due (optional ) Details B5 Liabilities Signed by one or t￿> trustees on behaff of all the trustees Signature Print Name Date of approval Lc/É12ul XX R2 a￿unts (SS) 1010612025 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Sectlon A .Independent Examiner's Report"". Report to the trustees Cli8nl> Nanie Broadlands Riding for the Disabled On accounts for the year ended 31 January 2025 Charity no (if any) 1170398 Set out on pages 1 and 2 CC16A I rpmembef to ffttl(ftg I report to the trustees on my examination of the accounts of the above charity ('the Trust.) for the year ended 3110112025. Responsibilities and basis of report As the charitys trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ("the ACY,). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed all 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 examinerfs statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect: the accounting records were not kept in accordance with section 130 of the Charities Act; or the accounts did not accord with the accounting records; or I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Signed: Date: 1513125 Name: Arlene Mudie Relevant professional qualiflcation(s) or body (rf any): ACA Address: Long Furrow Frog Lane Avebury Trusloe Marlborough SN16 1QS IER Oct 2018 Sectlon B Dlsclosure Only complete if the examiner needs to highlight material malters of concern (see CC32, Independent examinats'on of charity accounts: directions and guidan￿ for examiners). Glve hern brlef detalls of any Items that the examiner wlshes to disclose. IER Oct 2018