**To** ## **Trustees' Annual Report for the period** Period start date Period end date Day06 04 2022 05 04 2023 **From** ## Section A Reference and administration details **Charity name** HEART Riding For The Disabled Association **Other names charity is known by** HEART HEART RDA **Registered charity number (if any)** 1183846 **Charity's principal address** Meadow Bank Stables Probyn’s Pitch, Upton Bishop, Ross On Wye Herefordshire **Postcode HR9 7UJ** **Names of the charity trustees who manage the charity** **Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any)** 1 Barbara Millman Chair 2 Lucy Bailey Treasurer 3 Rachel Hill Secretary 4 5 6 7 8 9 10 11 12 13 14 15 16 17 ## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** March **2012** **TAR** 1 |**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**| |---|---|---| |||| |||| |||| |||| |**Name of chief executive or names of senior staff members (Optional information)**||| |Lisa Millman||| ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Constitution Type of governing document (eg. trust deed, constitution) CIO How the charity is constituted (eg. trust, association, company) Elected Trustee selection methods - (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** **Summary of the objects of the charity set out in its governing document** To offer RDA Carriage Driving, one-to-one high impact equine interventions and rural crafts/therapies to young people and adults (from the age of 8yrs old) who will gain some therapeutic benefit/wellbeing from one or a range of the activities that we offer. March **2012** **TAR** 2 To the year ending 5[th] April 2023, HEART RDA was our first season being able to offer our therapeutic services to local cohorts following COVID 19 and subsequent restrictions. We spent time engaging cohorts, working with volunteers and delivering our services to participants, volunteers and supported volunteers. We engaged a part-time member of staff who had previously been a volunteer and trained her to work alongside the facilitator during sessions. **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** Additional training was given in our very specific way of handling our horses. We have also added to the variety of animals on site in order to develop our smallholding activities which will become a valuable part of the services we can offer to participants and supported volunteers. ## **Additional details of objectives and activities (Optional information)** The Trustees and CEO are extremely grateful for the continued support from our small but growing number of volunteers. Great strides have been made to maintain the enthusiasm after COVID completed stopped the opening of the centre and put an enormous strain on all resources. The Board of Trustees are extremely confident in the future of this Charity and the positive benefits it brings to the local community. You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. March **2012** **TAR** 3 Section D Achievements and performance **Summary of the main** • Maintaining a premises from which to operate **achievements of the charity** • Training of key personnel and equines **during the year** • Resilience in overcoming flooding and Covid Restrictions. • Engaging local cohorts • Delivery of therapeutic activities to local people • Engagement of new volunteers • Part time Employee March **2012** **TAR** 4 Section D Achievements and performance March **2012** **TAR** 5 ## **Section E Financial review** Year 4 – NIL reserves **Brief statement of the charity’s policy on reserves** **Details of any funds materially** N/A **in deficit** ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s) Full name(s)** Lisa Millman **Position (eg Secretary, Chair,** CEO **etc) Date** 19.01.2024 March **2012** **TAR** 6 1183846 HEART Riding For The Disabled Ass Charity No Company No ## **Section B Balance sheet** |Guidance Note
**Fixed assets**
**Intangible assets (Note 15)**
B01
**Tangible assets (Note 14)**
B02
**Heritage assets (Note 16)**
B03
**Investments (Note 17)**
B04
**_Total fixed assets_**
B05
**Current assets**
**Stocks (Note 18)**
B06
**Debtors (Note 19)**
B07
**Investments (Note 17.4)**
B08
**Cash at bank and in hand (Note 24)**
B09
**_Total current assets_**
B10
**Creditors: amounts falling due within**
**one year (Note 20)**
B11
**_Net current assets/(liabilities)_**
B12
**_Total assets less current liabilities_**
B13
**Creditors: amounts falling due after**
**one year (Note 20)**
B14
**Provisions for liabilities**
B15
**_Total net assets or liabilities_**
B16
**Funds of the Charity**
**Endowment funds (Note 27)**
B17
**Restricted income funds (Note 27)**
B18
**Unrestricted funds**
B19
**Revaluation reserve**
B20
**Fair value reserve**
B21
**_Total funds_**
B22|**Unrestricted**
**funds**
**£**
F01|
**Restricted**
**income**
**funds**
**£**
F02|**Endowment**
**funds**
**Total this**
**year**
**£**
**£**
F03
F04|**Endowment**
**funds**
**Total this**
**year**
**£**
**£**
F03
F04|**Total last**
**year**
**£**
F05| |---|---|---|---|---|---| ||-|-|-|-|-| ||9,526|-|-|9,526|| ||-|-|-|-|-| ||-|-|-|-|-| ||9,526|-|-|9,526|-| ||||||| ||-|-|-|-|-| ||-|-|-|-|-| ||-|-|-|-|-| ||2,882|-|-|2,882|| ||2,882|-|-|2,882|-| ||||||| ||-|-|-|-|-| ||||||| ||2,882|-|-|2,882|-| ||||||| ||12,408|-|**-**|12,408|-| ||||||| ||20,000|-|-|20,000|40,000| ||-|-|-|-|-| ||||||| ||- 7,592|-|-|- 7,592|40,000
-| ||||||| ||-|||-|-| |||-||-|-| ||||-|-|-| |||||-|| ||||||| ||-|-|-|- 47,572|-| _**The company was entitled to exemption from audit under s477 of the Companies Act 2006 relating to small companies.**_ _**The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.**_ _**The directors acknowledge their responsibilities for complying with the requirements of the Companies Act with respect to accounting records and the preparation of accounts.**_ _**These accounts have been prepared in accordance with the provisions applicable to small companies subject to the small companies regime and in accordance with FRS102 SORP.**_ |Signed by one or two trustees/directors on behalf of all the
trustees/directors|Print Name|Date of
approval
dd/mm/yyyy| |---|---|---| ||Barbara B Millman|03.10.2023| |||| CC17a (Excel) 31/01/2025 1 Signature of director authenticating accounts being sent to Companies House Date Signature dd/mm/yyyy 03.10.2023 Barbara B Millman **Print name** CC17a (Excel) 31/01/2025 2 1183846 HEART Riding For The Disabled Ass Charity No Company No ## **Section B Balance sheet** |Guidance Note
**Fixed assets**
**Intangible assets (Note 15)**
B01
**Tangible assets (Note 14)**
B02
**Heritage assets (Note 16)**
B03
**Investments (Note 17)**
B04
**_Total fixed assets_**
B05
**Current assets**
**Stocks (Note 18)**
B06
**Debtors (Note 19)**
B07
**Investments (Note 17.4)**
B08
**Cash at bank and in hand (Note 24)**
B09
**_Total current assets_**
B10
**Creditors: amounts falling due within**
**one year (Note 20)**
B11
**_Net current assets/(liabilities)_**
B12
**_Total assets less current liabilities_**
B13
**Creditors: amounts falling due after**
**one year (Note 20)**
B14
**Provisions for liabilities**
B15
**_Total net assets or liabilities_**
B16
**Funds of the Charity**
**Endowment funds (Note 27)**
B17
**Restricted income funds (Note 27)**
B18
**Unrestricted funds**
B19
**Revaluation reserve**
B20
**Fair value reserve**
B21
**_Total funds_**
B22|**Unrestricted**
**funds**
**£**
F01|
**Restricted**
**income**
**funds**
**£**
F02|**Endowment**
**funds**
**Total this**
**year**
**£**
**£**
F03
F04|**Endowment**
**funds**
**Total this**
**year**
**£**
**£**
F03
F04|**Total last**
**year**
**£**
F05| |---|---|---|---|---|---| ||-|-|-|-|-| ||9,526|-|-|9,526|| ||-|-|-|-|-| ||-|-|-|-|-| ||9,526|-|-|9,526|-| ||||||| ||-|-|-|-|-| ||-|-|-|-|-| ||-|-|-|-|-| ||2,882|-|-|2,882|| ||2,882|-|-|2,882|-| ||||||| ||-|-|-|-|-| ||||||| ||2,882|-|-|2,882|-| ||||||| ||12,408|-|**-**|12,408|-| ||||||| ||20,000|-|-|20,000|40,000| ||-|-|-|-|-| ||||||| ||- 7,592|-|-|- 7,592|40,000
-| ||||||| ||-|||-|-| |||-||-|-| ||||-|-|-| |||||-|| ||||||| ||-|-|-|- 47,572|-| _**The company was entitled to exemption from audit under s477 of the Companies Act 2006 relating to small companies.**_ _**The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.**_ _**The directors acknowledge their responsibilities for complying with the requirements of the Companies Act with respect to accounting records and the preparation of accounts.**_ _**These accounts have been prepared in accordance with the provisions applicable to small companies subject to the small companies regime and in accordance with FRS102 SORP.**_ |Signed by one or two trustees/directors on behalf of all the
trustees/directors|Print Name|Date of
approval
dd/mm/yyyy| |---|---|---| ||Barbara B Millman|03.10.2023| |||| CC17a (Excel) 31/01/2025 1 Signature of director authenticating accounts being sent to Companies House Date Signature dd/mm/yyyy 03.10.2023 Barbara B Millman **Print name** CC17a (Excel) 31/01/2025 2