2023-03-31-accounts - Helen Atkin Group Riding For The Disabled Association

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Trustees’ Annual Report for the period

From 01/04/22 Period start date To Period end date

31/03/23

Charity name: Helen Atkin Group Riding for the Disabled

Charity registration number:1182183

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To promote the objects of the Riding for the Disabled Association a charity registered under charity number 244108 by providing disabled people with the opportunity to ride and/or carriage drive to benefit their health and wellbeing in the High Peak and North Derbyshire Area
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 main activities are as follows: Offering disabled adults and children the opportunity to horseride Providing riding therapy to aid physical, and mental well being. Enabling riders to take part in Regional and National Riding competitions. Developing a supportive and inclusive environment for our riders carers and families.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	In planning our activities for the year we kept in mind the Charity Commission’s guidance on public benefit at our trustee meetings. Riding benefits disabled people by delivering physical and mental benefits it develops self- confidence and improves communication and social skills. We welcome all disabled people regardless of personal background, faith, gender or personal circumstances.

Additional information (optional)

You may choose to include further statements where relevant about:

SORP reference N/A Para 1.38 Policy on grant making N/A

Policy on social investment including program related investment	Para 1.38
Contribution made by volunteers	Para 1.38	Our volunteers are at the heart of all we do. We are grateful for the many hours our volunteers and coaches have spent encouraging and working with our riders. Without this valuable contribution of time, energy, and expertise we would not have been able to achieve any of our objectives. None of our volunteers receive any renumeration. We are also very grateful to Dave and Louise Thompson of Buxton Riding school with whom we have a close working relationship
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 have provided riding sessions to children and adults from Buxton and the surrounding area with several of our riders winning regional and National competitions in Dressage, jumping and the Countryside Challenge. We have installed a hoist to enable more severely disabled riders to enjoy riding. The Group has begun the training required to become a carriage driving group. Using a specially adapted carriage we will enable those who are keen to be involved with horses but are unable to ride to access and enjoy carriage driving. We were proud to be voted runners up in the High Peak Voluntary Services award for making a significant positive impact within our community Helen Atkin Group was voted by the general public to be invited to BBC Radio Derbys prestigious Make a difference Awards and came second overall. Our Chair Wendy Howe was awarded the Presidents award for over 30 years of service to the disabled by HRH Princess Anne.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against

Para 1.41

objectives set
Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Cash at bank at 31 /3/ 23 £33,586 The main financial risk to the charity is loss of funding and reduced donations.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	We aim to hold reserves of approximately 6 months operating costs in line with Charities Commission guidelines.The funds are held mainly to cover future operational costs in the event of a loss of income and to meet any unforeseen expenditure that may occur.
Amount of reserves held	Para 1.22	10,000
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	N/A

Additional information (optional)

You may choose to include further statements where relevant about: Donations directly to the Charity, fundraising and grants The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other

Structure, Governance and Management

Description of charity’s trusts:		N/A
Type of governing document (trust deed, royal charter)	Para 1.25	RDA Standard Constitution for CIO Group
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	Trustees are appointed or reappointed annually at the AGM. One third of the trustees are required to retire at each AGM but may be re elected.

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	References and Disclosure barring checks are carried out prior to commencement of trusteeship and for all volunteers and checks are carried out again in line with statutory requirements. Trustees are required to declare any conflict of interest. The trustees oversee the day to day running of the club and seek the views of members, the Coaches and volunteers in deciding the activities to be run. Trustees take part in ensuring that the Charity fulfils all necessary legal requirements. There are child and adult safeguarding policies, a risk assessment for the venue, a Health and Safety policy,a GDPR policy and equine welfare policy in place. Incident/accident procedures are in place Fire procedures are in place Our coaches complete RDA managed reviews yearly. Our coaches and trustees have regular Safeguarding training Coaches have First Aid training and there is appropriate first aid equipment in place. All trustees give their time voluntarily and receive no remuneration or other benefits.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	Our group is part of the national Riding for the Disabled Association (244108) The Group carries full Insurance and a combined liability policy as required by the Riding for the Disabled Association
		Our group is partnered with Fern Farm

Relationship with any related parties	Para 1.51	Riding School from whom we rent equines for our RDA activities.
Other

Reference and Administrative details

Charity name	Helen Atkin Group Riding for the disabled
Other name the charity uses
Registered charity number	1182183
Charity’s principal address	Churchdale Hall Ashford in the Water Derbyshire DE451NX

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Janine Frost	Chair
Patricia Atkin	Treasurer
Deborah Ward	Secretary
Julie Andrew
Janette Sykes
Joanne Taylor		Joined 12.6.22
Richard Davies
Marie Butler
Jessica Limb		Joined 27.1.23
Pamela Prior

– 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 Name Address adviser

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)

Position (eg Secretary, Chair, etc)

Date

Registered Charity number 1182183 (previously 1074129)

HELEN ATKIN GROUP RIDING FOR THE DISABLED ASSOCIATION (a Charitable Incorporated Organisation incorporated on 22 February 2019)

ACCOUNTS

for the year ended 31 March 2023

Lomas & Co., Chartered Accountants, 28A Hardwick Street, Buxton, Derbyshire. SK17 6DH

HELEN ATKIN GROUP RIDING FOR THE DISABLED ASSOCIATION

(Registered Charity Number 1182183)

STATEMENT OF ASSETS AND LIABILITIES

31 March 2023

________________	________________	________________
	This year	Last year
FIXED ASSETS	£ £	£ £
Building	195,819	186,555
Equipment	4,737	5,573
Tack	2,076	2,485
	______	_____
	202,632	194,613
CURRENT ASSETS
Debtors and prepaid expenses	3,197	4,464
Bank and cash balances	33,586	18,475
	______	______
	36,783	22,939
	_	_
	239,415	217,552
CURRENT LIABILITIES
Creditors and accrued expenses	5,880	5,370
	_	_
NET ASSETS	233,535	212,182
	_	_

The financial statements were approved by the Board of Trustees on 5 March 2024

Mrs J Frost (Chair)

Mrs P W Atkin (Treasurer)

HELEN ATKIN GROUP RIDING FOR THE DISABLED ASSOCIATION

(Registered Charity Number 1182183)

RECEIPTS AND PAYMENTS ACCOUNT

for the year ended 31 March 2023

This year Last RECEIPTS £ £ £ General donations 18,449 Riding donations and fees 22,024 Hire of arena 1,460 Fund-raising efforts 2,003 Incentive for moving bank current account - Receipts for first aid training - Receipts from helpers for uniforms 124 Sale of riding hat 35 Building Society interest 1 _ 44,096 PAYMENTS Riding fees 16,564 10,041 Travelling expenses 666 100 Rent and insurance 48 1,436 Repairs and maintenance - 1,334 Expenses of fund raising efforts 175 - Postages, stationery and advertising 180 90 RDA Subscription and insurance 675 537 First aid training - 572 Carriage driving training 130 - Uniform for helpers 93 568 Expenses of meetings - 80 Disclosure and Barring Service checks 144 96 Accountancy charges 966 394 Open day expenses 80 - Miscellaneous expenses - 35 Expenditure on building 9,264 185,212 Expenditure on equipment - 5,976 Riding hats - 2,450 __ _ 28,985 _ NET RECEIPTS (PAYMENTS) FOR THE YEAR 15,111 Bank and cash balances at beginning of year 18,475 _ Bank and cash balances at end of year 33,586 ____	Last	year £ 93,499 7,991 542 111 1,250 480 330 - 13 _ 104,216 208,921 _ (104,705) 123,180 _ 18,475 _

HELEN ATKIN GROUP RIDING FOR THE DISABLED ASSOCIATION

(Registered Charity Number 1182183)

SCHEDULE RELATING TO THE ACCOUNTS for the year ended 31 March 2023

BANK AND CASH BALANCES This year £ Nationwide Building Society account 5,427 Bank current account 27,176 Cash in hand 983 __ 33,586 _ FIXED ASSETS Building Equipment £ £ Net book value at beginning of year 186,555 5,573 Additions 9,264 - Disposal - - _ 195,819 5,573 Depreciation for year - 836 _ _ Net book value at end of year 195,819 4,737 Accumulated depreciation - 7,033 _ _ Cost/estimated market value at date introduced 195,819 11,770 _ Additions: £ Covered equestrian area – phase 5 9,014 Fitting donated kitchen 29.6.2022 250 9,264 _____ Disposal: Valuation Net book Disposal at date value proceeds introduced £ £ £ Riding hat 14.11.2022 50 43 35	Last year £ 2,206 15,171 1,098 __ 18,475 _ Tack £ 2,485 - (43) 2,442 366 _ 2,076 2,033 *4,109* Loss on disposal £ 8	Last year £ 2,206 15,171 1,098 __ 18,475 _ Tack £ 2,485 - (43) 2,442 366 _ 2,076 2,033 *4,109* Loss on disposal £ 8
	__ on

(Registered Charity Number 1182183) for the year ended 31 March 2023

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF HELEN ATKIN GROUP RIDING FOR THE DISABLED ASSOCIATION

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 March 2023 as set out on pages 1 to 3.

Responsibilities and basis of report

As the charity trustees of the Trust, you are responsible for the preparation 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 examiner’s statement

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

(a) accounting records were not kept in accordance with section 130 of the Act or
(b) 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.

Michael E Percival FCA

LOMAS & CO CHARTERED ACCOUNTANTS

28A Hardwick Street Buxton Derbyshire SK17 6DH

8 March 2024

Registered Charity number 1182183 (previously 1074129)

HELEN ATKIN GROUP RIDING FOR THE DISABLED ASSOCIATION (a Charitable Incorporated Organisation incorporated on 22 February 2019)

ACCOUNTS

for the year ended 31 March 2023

Lomas & Co., Chartered Accountants, 28A Hardwick Street, Buxton, Derbyshire. SK17 6DH

HELEN ATKIN GROUP RIDING FOR THE DISABLED ASSOCIATION

(Registered Charity Number 1182183)

STATEMENT OF ASSETS AND LIABILITIES

31 March 2023

________________	________________	________________
	This year	Last year
FIXED ASSETS	£ £	£ £
Building	195,819	186,555
Equipment	4,737	5,573
Tack	2,076	2,485
	______	_____
	202,632	194,613
CURRENT ASSETS
Debtors and prepaid expenses	3,197	4,464
Bank and cash balances	33,586	18,475
	______	______
	36,783	22,939
	_	_
	239,415	217,552
CURRENT LIABILITIES
Creditors and accrued expenses	5,880	5,370
	_	_
NET ASSETS	233,535	212,182
	_	_

The financial statements were approved by the Board of Trustees on 5 March 2024

Mrs J Frost (Chair)

Mrs P W Atkin (Treasurer)

HELEN ATKIN GROUP RIDING FOR THE DISABLED ASSOCIATION

(Registered Charity Number 1182183)

RECEIPTS AND PAYMENTS ACCOUNT

for the year ended 31 March 2023

This year Last RECEIPTS £ £ £ General donations 18,449 Riding donations and fees 22,024 Hire of arena 1,460 Fund-raising efforts 2,003 Incentive for moving bank current account - Receipts for first aid training - Receipts from helpers for uniforms 124 Sale of riding hat 35 Building Society interest 1 _ 44,096 PAYMENTS Riding fees 16,564 10,041 Travelling expenses 666 100 Rent and insurance 48 1,436 Repairs and maintenance - 1,334 Expenses of fund raising efforts 175 - Postages, stationery and advertising 180 90 RDA Subscription and insurance 675 537 First aid training - 572 Carriage driving training 130 - Uniform for helpers 93 568 Expenses of meetings - 80 Disclosure and Barring Service checks 144 96 Accountancy charges 966 394 Open day expenses 80 - Miscellaneous expenses - 35 Expenditure on building 9,264 185,212 Expenditure on equipment - 5,976 Riding hats - 2,450 __ _ 28,985 _ NET RECEIPTS (PAYMENTS) FOR THE YEAR 15,111 Bank and cash balances at beginning of year 18,475 _ Bank and cash balances at end of year 33,586 ____	Last	year £ 93,499 7,991 542 111 1,250 480 330 - 13 _ 104,216 208,921 _ (104,705) 123,180 _ 18,475 _

HELEN ATKIN GROUP RIDING FOR THE DISABLED ASSOCIATION

(Registered Charity Number 1182183)

SCHEDULE RELATING TO THE ACCOUNTS for the year ended 31 March 2023

BANK AND CASH BALANCES This year £ Nationwide Building Society account 5,427 Bank current account 27,176 Cash in hand 983 __ 33,586 _ FIXED ASSETS Building Equipment £ £ Net book value at beginning of year 186,555 5,573 Additions 9,264 - Disposal - - _ 195,819 5,573 Depreciation for year - 836 _ _ Net book value at end of year 195,819 4,737 Accumulated depreciation - 7,033 _ _ Cost/estimated market value at date introduced 195,819 11,770 _ Additions: £ Covered equestrian area – phase 5 9,014 Fitting donated kitchen 29.6.2022 250 9,264 _____ Disposal: Valuation Net book Disposal at date value proceeds introduced £ £ £ Riding hat 14.11.2022 50 43 35	Last year £ 2,206 15,171 1,098 __ 18,475 _ Tack £ 2,485 - (43) 2,442 366 _ 2,076 2,033 *4,109* Loss on disposal £ 8	Last year £ 2,206 15,171 1,098 __ 18,475 _ Tack £ 2,485 - (43) 2,442 366 _ 2,076 2,033 *4,109* Loss on disposal £ 8
	__ on

(Registered Charity Number 1182183) for the year ended 31 March 2023

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF HELEN ATKIN GROUP RIDING FOR THE DISABLED ASSOCIATION

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 March 2023 as set out on pages 1 to 3.

Responsibilities and basis of report

As the charity trustees of the Trust, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

Independent examiner’s statement

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

(a) accounting records were not kept in accordance with section 130 of the Act or
(b) 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.

Michael E Percival FCA

LOMAS & CO CHARTERED ACCOUNTANTS

28A Hardwick Street Buxton Derbyshire SK17 6DH

8 March 2024