## **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**
|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 (ifany)**|
|---|---|---|---|---|
||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)
1
## 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
_______|
|---|---|---|
2
## 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||
||
|
|
3
(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
4
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)
1
## 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
_______|
|---|---|---|
2
## 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||
||
|
|
3
(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
4