## **Trustees’ Annual Report for the period**
## **From 01/04/23 Period start date To Period end date**
## **31/03/24**
## **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 and carriage driving 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 been assessed and will soon
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.|
## **Additional information (optional)**
You may choose to include further statements where relevant about:
|
Achievements against
objectives set|
Para 1.41||
|---|---|---|
|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/ 24 £42,951
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
All Coaches have First Aid training together
with approximately 12 volunteers 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|
|Relationship with any related
parties|Para 1.51|Our group is partnered with Fern Farm
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||||
||Richard Davies||Resigned 23.10.23||
||Marie Butler||Resigned19.1.23||
||Jessica Limb||||
||Pamela Prior||||
||Adrian Brown||Joined 11.1.24||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
– 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 2024**
**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 2024
|______________________________________________________________________________________________|______________________________________________________________________________________________|______________________________________________________________________________________________|
|---|---|---|
||This year|Last year|
|FIXED ASSETS|£
£|£
£|
|Building|200,715|195,819|
|Equipment|4,680|4,737|
|Tack|3,376|2,076|
||______|______|
||208,771|202,632|
|CURRENT ASSETS|||
|Debtors and prepaid expenses|3,167|3,197|
|Bank and cash balances|42,951|33,586|
||______|______|
||46,118|36,783|
||_______|_______|
||254,889|239,415|
|CURRENT LIABILITIES|||
|Creditors and accrued expenses|6,421|5,880|
||_______|_______|
|NET ASSETS|248,468|233,535|
||_______|_______|
The financial statements were approved by the Board of Trustees on 27 January 2025
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 2024
|__________________________________________________________________________________
This year
Last
RECEIPTS
£
£
£
General donations
22,321
Riding donations and fees
18,622
Carriage driving donations
1,400
Hire of arena
2,530
Fund-raising efforts
1,395
Competition entry fees and expenses reimbursed
194
Receipts from helpers for uniforms
18
Sale of riding hat
-
Building Society interest
-
______
46,480
PAYMENTS
Riding fees and expenses
22,286
16,564
Competition entry fees and expenses
463
-
Carriage driving training and expenses
1,147
130
Travelling expenses
1,208
666
Rent and insurance
817
48
Electricity
148
-
Repairs and maintenance
224
-
Expenses of fund raising efforts
-
175
Postages, stationery and advertising
715
180
RDA Subscription and insurance
681
675
First aid training
468
-
Uniform for helpers
-
93
Disclosure and Barring Service checks
231
144
Accountancy charges
1,012
966
Open day expenses
-
80
Refreshments
154
-
Expenditure on building
4,896
9,264
Expenditure on equipment
769
-
Riding tack
1,896
-
______
______
37,115
_______
NET RECEIPTS FOR THE YEAR
9,365
Bank and cash balances at beginning of year
33,586
_______
Bank and cash balances at end of year
42,951
_______|____
Last|_________
year
£
18,449
22,024
-
1,460
2,003
-
124
35
1
______
44,096
28,985
_______
15,111
18,475
_______
33,586
_______|
|---|---|---|
2
## HELEN ATKIN GROUP RIDING FOR THE DISABLED ASSOCIATION
## (Registered Charity Number 1182183)
## SCHEDULE RELATING TO THE ACCOUNTS for the year ended 31 March 2024
___________________________________________________________________________________________
|BANK AND CASH BALANCES
Nationwide Building Society account
Bank current account
Cash in hand
FIXED ASSETS
Net book value at beginning of year
Additions
Disposals
Depreciation for year
Net book value at end of year
Accumulated depreciation
Cost/estimated market value at date introduced
Additions:
Seating stand
22.2.2024
Rail kit for driving carriage
8.11.2023
Clamps for driving carriage 13.11.2023
EE PAYG mobile WiFi router 1.3.2024
Bending pole kit 13.3.2024
6 bunny ear saddle adaptors 4.7.2023
25 riding hats
5.3.2024
8 lead ropes
15.3.2024|Building
£
195,819
4,896
-
_______
200,715
-
_______
200,715
-
_______
200,715
_______
£
4,896
_____
4,896
|This year
£
5,427
37,414
110
______
42,951
______
Equipment
£
4,737
769
-
_____
5,506
826
_____
4,680
7,859
______
12,539
______
353
100
99
217
____
769
|This year
£
5,427
37,414
110
______
42,951
______
Equipment
£
4,737
769
-
_____
5,506
826
_____
4,680
7,859
______
12,539
______
353
100
99
217
____
769
|Last year|
|---|---|---|---|---|
|||||
|
|||__|||
||_||__||
3
(Registered Charity Number 1182183) for the year ended 31 March 2024
## 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 2024 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
27 January 2025
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 2024**
**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 2024
|______________________________________________________________________________________________|______________________________________________________________________________________________|______________________________________________________________________________________________|
|---|---|---|
||This year|Last year|
|FIXED ASSETS|£
£|£
£|
|Building|200,715|195,819|
|Equipment|4,680|4,737|
|Tack|3,376|2,076|
||______|______|
||208,771|202,632|
|CURRENT ASSETS|||
|Debtors and prepaid expenses|3,167|3,197|
|Bank and cash balances|42,951|33,586|
||______|______|
||46,118|36,783|
||_______|_______|
||254,889|239,415|
|CURRENT LIABILITIES|||
|Creditors and accrued expenses|6,421|5,880|
||_______|_______|
|NET ASSETS|248,468|233,535|
||_______|_______|
The financial statements were approved by the Board of Trustees on 27 January 2025
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 2024
|__________________________________________________________________________________
This year
Last
RECEIPTS
£
£
£
General donations
22,321
Riding donations and fees
18,622
Carriage driving donations
1,400
Hire of arena
2,530
Fund-raising efforts
1,395
Competition entry fees and expenses reimbursed
194
Receipts from helpers for uniforms
18
Sale of riding hat
-
Building Society interest
-
______
46,480
PAYMENTS
Riding fees and expenses
22,286
16,564
Competition entry fees and expenses
463
-
Carriage driving training and expenses
1,147
130
Travelling expenses
1,208
666
Rent and insurance
817
48
Electricity
148
-
Repairs and maintenance
224
-
Expenses of fund raising efforts
-
175
Postages, stationery and advertising
715
180
RDA Subscription and insurance
681
675
First aid training
468
-
Uniform for helpers
-
93
Disclosure and Barring Service checks
231
144
Accountancy charges
1,012
966
Open day expenses
-
80
Refreshments
154
-
Expenditure on building
4,896
9,264
Expenditure on equipment
769
-
Riding tack
1,896
-
______
______
37,115
_______
NET RECEIPTS FOR THE YEAR
9,365
Bank and cash balances at beginning of year
33,586
_______
Bank and cash balances at end of year
42,951
_______|____
Last|_________
year
£
18,449
22,024
-
1,460
2,003
-
124
35
1
______
44,096
28,985
_______
15,111
18,475
_______
33,586
_______|
|---|---|---|
2
## HELEN ATKIN GROUP RIDING FOR THE DISABLED ASSOCIATION
## (Registered Charity Number 1182183)
## SCHEDULE RELATING TO THE ACCOUNTS for the year ended 31 March 2024
___________________________________________________________________________________________
|BANK AND CASH BALANCES
Nationwide Building Society account
Bank current account
Cash in hand
FIXED ASSETS
Net book value at beginning of year
Additions
Disposals
Depreciation for year
Net book value at end of year
Accumulated depreciation
Cost/estimated market value at date introduced
Additions:
Seating stand
22.2.2024
Rail kit for driving carriage
8.11.2023
Clamps for driving carriage 13.11.2023
EE PAYG mobile WiFi router 1.3.2024
Bending pole kit 13.3.2024
6 bunny ear saddle adaptors 4.7.2023
25 riding hats
5.3.2024
8 lead ropes
15.3.2024|Building
£
195,819
4,896
-
_______
200,715
-
_______
200,715
-
_______
200,715
_______
£
4,896
_____
4,896
|This year
£
5,427
37,414
110
______
42,951
______
Equipment
£
4,737
769
-
_____
5,506
826
_____
4,680
7,859
______
12,539
______
353
100
99
217
____
769
|This year
£
5,427
37,414
110
______
42,951
______
Equipment
£
4,737
769
-
_____
5,506
826
_____
4,680
7,859
______
12,539
______
353
100
99
217
____
769
|Last year|
|---|---|---|---|---|
|||||
|
|||__|||
||_||__||
3
(Registered Charity Number 1182183) for the year ended 31 March 2024
## 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 2024 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
27 January 2025
4