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2025-04-30-accounts

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Report No.
FYE25
20
25
1
Charity #1176401
ISES Annual Report 2024-2025 Registered Charity #1176401
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1 Charity #1176401 Registered Charity #1176401

From the desk of the Honorary President

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Photo credit Martin Schwalbe
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This annual report marks the end of my term as Honorary President. I look back over the last two and a half years of my term, and particularly the last year, and feel we have made progress not only in reaching many more people who put equine welfare at the top of their list, but also in terms of how we operate as a society. It may be tedious work to develop policies, review procedures and update mission statements, but this framework allows us to continue our work with clearly defined objectives and protocols.

Weekly meetings of Presidential Council – Kate Fenner, Janne Winther Christensen and myself – have helped immensely in keeping us on track. These meetings regularly remind me that I am not alone, that together we can

achieve more, and I look forward to their friendly faces just to chat. Recently we started inviting members of council to our meetings and this provides a wonderful opportunity to involve each member more intimately and to get to know them better. Each council member is committed to our mission and every task they take on contributes to our progress.

Due to timing, we have not had a conference during this fiscal year since last year was in March in the last days of summer in New Zealand, and this year is not until August in Colorado. The local conference organizing committee is planning a wonderful program in a beautiful location. Each conference is packed with the latest in equitation science research paired with practical applications and the unique blend of scientists and practitioners provides a special flavour.

Our media manager, Chloe Campbell, continues to churn out creative content through various media channels. Whether you prefer to listen to podcasts, read through infographics or participate in webinars, there is something there for everyone. In particular our Community in the member’s area on our website provides a safe space for thoughtful, provocative and helpful discussions. Be sure to join in!

As I move into the Senior Vice President role I will remain involved in our day-to-day workings and continue to promote equitation science wherever I go. I am so grateful to all the members on Council and the Trustees for their support throughout my tenure. I turn you over to the capable hands of Kate Fenner who moves into this role at our AGM in May 2025.

Katrina Merkies, Honorary President

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Table of Contents

From the desk of the Honorary President ................................................................................................. 2 Administrative Details ................................................................................................................................. 4 ISES Mission and Goals ................................................................................................................................ 5 Trustees ........................................................................................................................................................ 6 Council Members ......................................................................................................................................... 7 Media Outreach ........................................................................................................................................... 9 Media Analytics ......................................................................................................................................... 14 ISES News ................................................................................................................................................... 16 Structure, governance, management ...................................................................................................... 17 Membership ............................................................................................................................................... 18 Taper Gauge Sales ..................................................................................................................................... 21 Financials .................................................................................................................................................... 22 Receipts and Payments Accounts ............................................................................................................ 24 Independent Examiner’s Report .............................................................................................................. 26 Annual General Meeting ........................................................................................................................... 27 2025 Annual Conference ........................................................................................................................... 28 ISES Outreach ............................................................................................................................................ 28 In memoriam .............................................................................................................................................. 30 Bequests ..................................................................................................................................................... 30 Looking Ahead ........................................................................................................................................... 31

Registered Charity #1176401

ISES Annual Report 2024-2025

Administrative Details

For the year end April 30, 2025

Trustees Katrina Merkies Janne Winther Christensen Kate Fenner Janet Douglas Caleigh Copelin Cath Henshall (appointed May 2024) UK Charity Commissions registered number 1176401 Independent Examiner Tyler Jeffs T Jeffs Accounting Services Ltd, 36 Dean Close, Banbury, OX16 3WA UK Bank Lloyd’s Bank plc 25 Gresham St, London, EC2V 7HN UK

The Objects of the Society (as per our Constitution):

To advance equitation science* and practice for the public benefit, in particular but not exclusively by:

  1. encouraging and supporting research into the training of horses to enhance horse welfare and improve the horse–rider relationship and the dissemination of such research to the public;

  2. applying valid, quantitative scientific methods to create evidence-based measures to inform equestrian practices; and

  3. raising awareness of equine learning theory and its current application.

*Equitation science promotes an objective, evidence-based understanding of the welfare of horses during training and competition by applying valid, quantitative scientific methods that can identify what training techniques are ineffective or may result in equine suffering.

In setting objectives and planning for activities, the Trustees have given due consideration to general guidance published by the Charity Commission relating to public benefit, including the guidance 'Public benefit: running a charity (PB2)'.

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ISES Mission and Goals

Our mission statement and specific goals were carefully reviewed and updated by Council and Trustees to be more specific and aligned with our activities.

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Mission Statement : The International Society for Equitation Science (ISES) is a not-for-profit
organisation that chiefly aims to provide a forum for presentation and discussion of advances
in equitation science research which will ultimately improve the welfare of horses in their
associations with humans.
Encourage basic and applied research into the
training and welfare of horses
Support researchers studying equitation science
Provide an international forum where scientists can
communicate and discuss their research results
Encourage the dissemination and application of
scientific knowledge in relation to the way horses
are trained, managed, housed and cared for
Encourage and support the teaching of equitation
science in research and academic institutions,
especially vet schools, departments of animal
science and animal production, agricultural colleges
and departments concerned with equids
Provide a pool of expertise to national
governments, international bodies, industry and to
those equine welfare organisations who deal with
topics related to equine welfare, behaviour, training
and management
Learn from other disciplines such as applied animal
behaviour science, veterinary science, psychology
and others
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Trustees

The charity trustees oversee the affairs of the charity and abide by the regulations of the Charity Commission for England and Wales. Trustees meet every other month. The slate of trustees serving from May 1, 2024 to April 30, 2025 consists of:

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Honorary Junior Vice Senior Vice
President President President
Katrina Kate Fenner Janne
Merkies Winther
Christensen
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Honorary Membership Treasurer
Secretary Secretary
Janet Douglas
Caleigh
Cath Henshall
Copelin
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Council Members

The Council performs duties for the regular functioning of the charity. The council meets every other month. The Council as of April 30, 2024.

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Media Team Student Rep Vet Liaison Research
Officer Officer
Colleen Claire
Brady O'Brien Barbara Uta König
(Interim) Padalino von Borstel
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Education Governance Practitioner Ordinary
Officer Officer Rep Member
Colleen Vicky Hailey Susan Angelo
Brady Kjægård Telatin
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Media Outreach

Our Media Manager Chloe Campbell has developed numerous initiatives to provide information and resources to our members through various portals.

Kym Griffin and Colleen Brady support Chloe’s work in content ideas and creation and respond to inquiries submitted through our website. A media framework ensures all output is reviewed by at least two council officers.

Chloe Campbell ISES Media Manager

o Webinars

o Membership community meet ups

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o Research Bites :

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o NZ conference talks

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Thank you for making quality continuing education affordable! Hoof Falls & Footfalls

These are available on our website Position Statements

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Podcasts (continued)

o Myth busting infographics

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Media Analytics

Facebook

Instagram

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Youtube channel

Spotify

Website

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ISES News

As a learned society we welcome opportunities to work with other societies to bring about positive changes for all equids.

Precautionary principle… Preventing or avoiding activities that have potential for risk when lacking scientific evidence to the contrary

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Structure, governance, management

ISES is overseen by the Trustees who have a duty to ensure the Society meets its goals while complying with UK law. ISES is a registered Charitable Incorporated Organization (CIO) with the Charity Commission of England and Wales (Registered Charity Number 1176401) and operates under our Constitution. The daily activities of the Society are carried out by the Council. Trustee and Council positions are filled through majority vote at the Annual General Meeting and held for a period of four years with the exception of Junior Vice President, Honorary President and Senior Vice President which are each held for two years in succession. External Advisors to the Trustees may be consulted.

Activities undertaken this year:

Updated our mission statement and aims to be more aligned with what we actually do

Development of strategic plan moving into 2026-2031

Drafted and approved Code of Ethics policy for council members

Drafted and approved Conflict of Interest policy for council members

All council members attended a General Data Protection Regulation (GDPR) awareness workshop delivered by Claire O’Brien to ensure we are compliant by 2029

A data privacy statement and policy is being developed. Our privacy notice was updated on our website as of April 17, 2025

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Membership

The primary activity of the membership secretary and membership committee is to process and review new applications and respond to membership queries.

Committee Members:

Membership Count by Category:

Membership Category As of30 April 2025 Change from 1 May 2024
Academic 83 +8
Associate 60 +28
Corporate 14 +3
Honorary 10 -1
Practitioner 52 +12
Student 43 +3
Supporter 220 +80
Total 482 +129

In keeping with the past few years there has been significant growth in the number of members, with large increases in the Supporter category (+80 members) and also healthy increases in the Associate category (+28). In the Associate category we have seen an increase in the number of registered veterinarians joining which is very pleasing as this is a sector of the industry where a knowledge of equitation science can be directly implemented in the care and treatment of equine patients, as well as contributing to safer workplaces for veterinary clinic staff. The increase in Supporter members from 103 in 2022-23 to 220 currently, represents a 219% increase across two years. It is a testament to the wonderful work of the ISES media and communications team and the increasing awareness of equitation science in the wider equestrian community that we continue to welcome so many new members who wish to express their support for the work of ISES and for horse welfare in general. The number of Corporate memberships has also experienced a steady increase from previous years. Student and Academic memberships show a smaller increase.

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482 members in 2025
 36.5% from last year
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Membership Committee Activities

Yearly Plan

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exist to prevent qualified people from applying for membership. A particular focus will be on the Academic membership category, specifically academics and researchers working in Equitation Science or relevant fields who are eligible for membership but who are not currently members.

Membership logos are available to those who request them through the Membership Secretary.

2024

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Taper Gauge Sales

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80
70
60
50
40
30
20
10
0
Taper Guage Sales
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Financials

(May 1, 2024 – April 30, 2025)

Revenue 2024-2025
£
2023-2024
£
Memberships 12,160 8,965
Taper Gauge sales¥ 4,390 4,746
Conference 7,332 -
Webinars/conference 1,070
downloads
ISES merchandise - 1,156
Miscellaneous
Debt repayment
55
5153
1,749
-
Donations 39 -
Total Revenue 30,199 16,616

¥Includes revenue from postage via Paypal

Expenses
Contract fees
Taper Gauge order
Conference expenses
Website/Admin
Bank/Paypal fees
Postage fees
Travel grants
ISES Merchandise
Refunds
Miscellaneous
Total Expenses
Net
2024-2025
£
6,990
-
2,225
876
682
-
-
115
-
10,888
19,311
2023-2024
£
5,640
6,922
5,080
2,137
867
3,386
4,000
1,395
-
1,946
31,373
-14,757

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Downloads &
webinars
Taper gauge
3.6%
sales
14.6%
40.4%
17.1% Memberships
Debt
repayment
Conference
24.4%
Refunds
Bank & Postage
PayPal 6.3% [1.1%]
fees
8.0%
20.4%
Admin
Contract 64.2%
employment
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2024-2025 2023-2024
£ £
Net worth* 41,994 22,683

*Current net worth comprises the Treasurers and Business bank accounts, PayPal balance and a debt repayment of £5,153 (seed money for ISES 2024 conference).

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Going Concern : The charity has minimal fixed costs with the main source of expenditure being grants made at the discretion of the Trustees. Furthermore, the charity had a healthy net asset position at the year end the Trustees therefore consider that based on the circumstances existing t the date of signature of the accounts the charity is a going concern. This bsis is adopted within these accounts.

Reserves Policy : The charity held unrestricted funds at the end of the year of £41,994 (2024: £22,683). These reserves are considered adequate by the Trustees and will allow the charity to continue making grants in the next financial period. In view of the nature of the charity, the Trustees are satisfied that no formal level of reserves are required, as grants are only made when there are available funds and the charity does not have any liabilities to make grants.

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Internation￿ kniety for Equrtaty"on ScierKe Receipts and Payments Accounts CHARITY CI)MMIS51 FOP etr4GLAND Aho WALE 11T6•1 Receipts and pa ments accounts CC16a To Sectson A Receipts an¢J payments Al •J$5 Jjo 1¥3 1.7 toi 31.1 ¥1.1 l•+tabl*}. .1 lJ55 &J22 ¥1.¥7J Ic¢al Jt.Jn Plotof r&c¢ftpt8/{K4YM￿ts 14.757 )7.440 Cajh fl￿￿5 Ihjj rn en 41.Y CWRI axAvOISSI 24 Registered Charity #1176401 ISES Annual Report 2024-2025

Internation￿ kniety for Equrtaty"on ScierKe Section B Statement of assets and liabilities at the end of the period Unrestricted lunds Restricied lunds Endowment nNv•5tt B1 Cash ftvM15 5.129 rotsl cash funtt5 Unre#￿tt*d lunds Restrftl•d lund$ EThdowmefit lunds Do14i1s D•t41 B3 Inv•sffiMm ass•ts Oetail B4 AM•ts r•tairnd f¢r th• charltys own u Dei•il B5 L￿￿"1rti•$ z£aa 25 Registered Charity #1176401 ISES Annual Report 2024-2025

Independent Examiner’s Report

International Society for Equitation Science Independent Examiner’s Report For the Year Ended 30 April 2025

Independent Examiner’s Report to the Trustees of International Society for Equitation Science (‘the charity’)

I report to the charity Trustees on my examination of the accounts of the charity for the year ended 30 April 2025.

Responsibilities and Basis of Report

As the Trustees of the charity you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the 2011 Act’).

I report in respect of my examination of the charity’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 2011 Act.

Independent Examiner’s Statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the charity as required by section 130 of the 2011 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

I have no concerns 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.

This report is made solely to the charity’s Trustees, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. My work has been undertaken so that I might state to the charity’s Trustees those matters I am required to state to them in an Independent Examiner’s Report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the charity and the charity’s Trustees as a body, for my work or for this report.

Tyler Jeffs 36 Dean Close Banbury OX16 3WA Date: 2[nd] December 2025

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Annual General Meeting

The last Annual General Meeting was held online on May 28, 2024. There were 105 attendees. Recordings of the speaker talks are available in the member’s area of our website.

The upcoming Annual General Meeting will be held online on May 27, 2025.

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2025 Annual Conference

The 20[th] annual Equitation Science conference will be held at Colorado State University in Fort Collins, USA from July 23-26, 2025.

The theme of the conference is “Improving connection with horses through science” Details and registration can be found here. A virtual option was made available to enable more people to attend.

Three travel grants to the conference will be awarded: one to a student, one to a practitioner, and one based on Equity, Diversity and Inclusion.

ISES Outreach

Our Council members donate untold hours to ensure our society runs smoothly, but they also contribute to equitation science through their own personal and professional lives. Here are some highlights:

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In memoriam

In September 2024 we mourned the passing of honorary fellow, Frank Ödberg, one of the founding members and a strong supporter of equitation science. Frank was a firm believer in rigorous scientific inquiry, and to that end ISES is developing an award in his memory. Details will be released in the coming year, but the award will recognize some aspect of rigorous science.

Bequests

ISES is honored to accept bequests as a meaningful way to support our mission. By including us in your will or estate plans, you help ensure lasting impact for the causes we champion. A bequest is a powerful legacy, allowing your generosity to extend beyond your lifetime. If you would like to leave a bequest, please reach out to our treasurer (treasurer@equitationscience.com).

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Looking Ahead

ISES is clearly moving from a fledgling organization into a robust society committed to optimize the welfare of horses. This is evidenced by our many arms of dissemination coupled with the substantial increase in members that reflects the recognition of equitation science around the world.

The rapid growth of the society coincides with the review and update of our strategic plan. Our current strategic plan set ambitious goals that laid the groundwork for who we are. Our next strategic plan continues with those original core values - being a global influencer; supporting research with impact; embedding sustainability in our practice and values – and expands on them to enable the spread of equitation science not just for researchers, but for all horse enthusiasts. Look for the strategic plan to be released soon!

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So, so happy to see this!!! [Danish translation of training principles] The horse world is going forward. Thank you for your work for the horses’ welfare. Hedvig Aareskjold

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