## **Trustees' Annual Report for the period**
Period start date
Period end date
01 04 20
31 03 21
**From**
**To**
## Section A Reference and administration details
**Charity name** Happy Hooves Riding for Disabled Group
**Other names charity is known by**
HHRDA Group
**Registered charity number (if any)** 1189349 (wef 04.05.20)
**Charity's principal address** The Classroom
Coach House, Skirsgill Lane, Eamont Bridge, Penrith, Cumbria **Postcode** CA10 2BQ
**Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
HHRDA Group
1 Vicky Bowman N/A
Chairperson
HHRDA Group
2 Toni Cockburn N/A
Secretary
HHRDA Group
3 Sue Bullen N/A
Trustee
HHRDA Group
4 Steph Bradley N/A
Trustee
HHRDA Group
5 Sarah Dadley N/A
Trustee
HHRDA Group
6 Alison Machell N/A
Trustee
7
8
9
10
11
12
13
14
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## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
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Name Dates acted if not for whole year
N/A N/A
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## **Names and addresses of advisers (Optional information)**
**Type of adviser Name Address**
## **Name of chief executive or names of senior staff members (Optional information)**
N/A
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Type of governing document
- HHRDA is subject to a governing document, entitled “Constitution of the Happy Hooves RDA (Riding for the Disabled) Association,
- (eg. trust deed, constitution) incorporating Carriage Driving”.
- Additionally, HHRDA and Happy Hooves Riding Centre (HHRC) share a Service Level Agreement (SLA), whereby the assets used by HHRDA are provided from HHRC.
- How the charity is constituted
- HHRDA is a Charitable Incorporated Organisation (CIO), and
- constituted applied for Charity Commission status, which was granted
- (eg. trust, association, 04.05.20. HHRDA Group is a community interest organisation
- company) and a member of the Riding for the Disabled (RDA) association.
Trustee selection methods
- (eg. appointed by, elected by)[Trustees are elected and voted in by HHRDA Group Trustees.]
## **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.
In brief:
- All policies and procedures are under review and redevelopment, to ensure they are pertinent to HHRDA Group. All are based on RDA guidance, and use RDA templates, as applicable.
- HHRDA Group maintains a Service Level Agreement (SLA) with Happy Hooves Riding Centre (HHRC), through which all assets (horses, tack, mechanical horse, arena, and amenities) are provided.
- Apart from the SLA with HHRC, HHRDA Group closely follows RDA guidance, and the Chairperson and Secretary maintain a professional relationship with county RDA advisors and representatives.
- A number of Risk Assessments are in place to cover operations relating to HHRDA Group. A Business Continuity and Disaster Recovery (BCDR) Plan also exists. The Trustees believe that risk
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mitigation and management is key, including lessons learned exercises. Documentation is reviewed and revised annually, or when an event occurs.
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## **Section C Objectives and activities**
HHRDA Group understands that not all disabilities are visible, and plans to make horses and horse-riding an activity available for all, giving everyone the opportunity to experience the magic of horses, to help address mental health issues brought about by a variety of factors.
The aim is to operate a top-class equine facility for Cumbria within walking distance of Penrith town centre, providing a variety of equine experiences to adults, young people, groups and individuals across the Eden Valley. HHRDA Group will offer a diverse range of ridden and non-ridden activities for pleasure, health and wellbeing, developing confidence, and educational life skills, using recognised equine disciplines, and associated activities.
## **Summary of the objects of the charity set out in its governing document**
HHRDA Group operates in partnership with HHRC which is recognised as an alternative education provider for young people who are not in employment or training, through the British Horse Society’s (BHS) Changing Lives programme. Jointly, HHRDA Group will work with the community and other partners to facilitate site improvements, and broaden the accessibility of HHRDA Group to more people, and ensure that everyone involved benefits from the magic of horses. Through fund-raising (events, grants and activities) HHRDA Group plans a targeted, phased improvement of facilities to create a more accessible and modern facility for a wider range of clients. Therefore, initial funding applications will be targeted towards specific tack, hats and amenities, as suggested by RDA guidance.
Additionally, HHRDA Group wishes to offer those most in need, the opportunity to access these facilities at discounted rates.
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HHRDA Group, albeit halted somewhat by the Covid 19 pandemic, had planned fund-raising activities - these are on hold until pandemic restrictions are lifted by the UK Government.
**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)**
Funding applications have been continuously submitted, with the knowledge that any funds realised must be ploughed back into the development of HHRDA, in preparation for the lifting of Covid 19 restrictions. That time is hopefully approaching and the Trustees are excited to be able to move forwards properly, for the benefit the members of the local community.
The HHRDA Group Trustees are fully conversant with the Charity Commission’s guidance on public benefit, and can confirm that:
- The ‘benefit’ aspect will be realised in the way HHRDA Group can help those suffering mental health issues, anxiety, confidence issues etc., by giving access to horses, horse riding and associated activities.
- The ‘public’ aspect will be realised when the section of the public (as detailed above) will benefit from HHRDA Groups’ provision of horse related activities, to alleviate adverse symptoms and create an environment for mental health improvements for all those who attend HHRDA Group sessions.
The HHRDA Group Trustees and those connected to HHRC (who will provide the assets for the HHRDA Group to operate), are all committed to facilitating sessions to bring about potentially lifechanging outcomes for deserving individuals.
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
As a relatively new enterprise, and with the adverse interruption of the Covid 19 pandemic (which stifled progress), HHRDA Group is at the inception phase of grant applications, targeting those which will assist in the initial stages of HHRDA Group development.
Any income or investment realised, will be ploughed back into HHRDA Group, to facilitate growth and development in accordance with the objectives above, to better benefit the HHRDA Group clients.
HHRDA Group is reliant on a core team of HHRC staff and a group of volunteers who will all be trained in accordance with RDA guidelines as coaches or volunteers. HHRDA Group will work closely with HHRC staff to coordinate the volunteer programme, and provide incentives – experience, recognition, qualification for the volunteers to help cement the rewarding experience of volunteering.
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Section D Achievements and performance
## **Summary of the main achievements of the charity during the year**
The newly-formed HHRDA Group has been somewhat stifled in its development, by the Covid 19 pandemic, and was unable to fund-raise, or conduct any sessions. However, the time was not wasted.
The HHRDA Group Trustees continued to meet almost monthly (usually via MS Teams) and develop plans for post-Covid, preparing documentation, and working on funding applications.
It is a significant achievement that the Group managed to maintain focus during the lull of the past year or so. In this time, suitable horses for HHRDA Group use have been identified, a list of tack and hat procurement has been prepared, volunteers have been enlisted, training is being arranged and facility improvement plans have been made.
## **Section E Financial review**
**Brief statement of the charity’s policy on reserves**
HHRDA holds £2000 in reserve for unexpected costs such as repairs to equipment or contributions to vets bills. This reserve will be reviewed by the trustees at regular intervals and adjusted as necessary. This reserve
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will only be used for unforeseen costs that the trustees have agreed needs to be paid for by the charity HHRDA holds £2000 in reserve for unexpected costs such as repairs to equipment or contributions to vets bills. This reserve will be reviewed by the trustees at regular intervals and adjusted as necessary. This reserve will only be used for
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unforeseen costs that the trustees have agreed needs to be paid for by the charity HHRDA holds £2000 in reserve for unexpected costs such as repairs to equipment or contributions to vets bills. This reserve will be reviewed by the trustees at regular intervals and adjusted as necessary. This reserve will only be used for unforeseen costs
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that the trustees have agreed needs to be paid for by the charity HHRDA holds £2000 in reserve for unexpected costs such as repairs to equipment or contributions to vets bills. This reserve will be reviewed by the trustees at regular intervals and adjusted as necessary. This reserve
will only be used for unforeseen costs that the trustees
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## have agreed needs to be paid for by the charity
HHRDA Group holds £2000 in reserve for unexpected costs such as repairs to equipment or contributions to vets bills. This reserve will be reviewed by the trustees at regular intervals and adjusted as necessary. This reserve will only be used for unforeseen costs that the trustees have agreed needs to be paid for by the charity.
**Details of any funds materially in deficit**
There are no funds in deficit.
## **Further financial review details (Optional information)**
You **may choose** to include Due to Covid-19 restrictions all public fund-raising events have additional information, been put on hold. These will be re-scheduled when restrictions where relevant about: are lifted by the UK Government.
the charity’s principal sources of funds In the meantime, HHRDA Group has initiated, and benefited (including any from, a variety of online charity donations, all which have fundraising); contributed to a small income. 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**
None. It is hoped that a more comprehensive and rewarding report will be submitted for the forthcoming year!
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## **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)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|||
|---|---|---|
||Vicky Bowman|Toni Cockburn|
||HHRDA Group Chairperson|HHRDA Group Secretary|
||31/08/2021|31/08/2021|
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HHRDA Group Income and Expe
Transaction Payment Into Payment out of
Invoice No/ Detail
Date account account
04.05.2020 Opening balance
05/20 £0.00 £0.00
04/20 £0.00 £0.00
No transaction - Covid19
06/20 £0.00 £0.00
shut down
07/20 £0.00 £0.00
08/20 £0.00 £0.00
Balance Brought Forward
08.09.20 Cash £84.00
09.09.20 Chq £30.00
29.09.20 PCC Fund £3,500.00
Total in month - £3,614.00
07.10.20 Cash £231.00
08.10.20 Chq £500.00
08.10.20 Chq 100016 £0.00 £315.00
14.10.20 cash £402.00
15.10.20 Chq £15.00
29.10.20 Cash £282.00
30.10.20 Chq £15.00
30.10.20 Chq 100017 £315.00 £315.00
Total in month - £1,760.00 £630.00
06.11.20 Cash £112.00
09.11.20 Broome - Fundraiser £30.00
16.11.20 Easy Fundraising £79.95
16.11.20 Amazon Europe £17.70
23.11.20 Triple A Project £150.00
Total in month - £389.65
01.12.20 PayPal £212.50
14.12.20 Chq 100018 £1,845.00
22.12.20 Crowdfunder £940.80
£1,153.30 £1,845.00
05.01.21 One Lottery £69.00
12.01.21 One Lottery £23.84
19.01.21 One Lottery £3.84
26.01.21 One Lottery £2.64
28.01.21 Cash £180.00
29.01.21 PayPal £77.25
29.01.21 Chq 100019 £559.00
Total in month - £356.57 £559.00
02.02.21 One Lottery £28.64
11.02.21 Amazon Europe £16.63
16.02.21 One Lottery £3.36
23.02.21 One Lottery £3.36
Total in month - £51.99
03.03.21 One Lottery £31.36
05.03.21 Crowdfunder £1,100.00
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09.03.21 One Lottery £3.36
24.03.21 One Lottery £3.84
31.03.21 Easy Fundraising £82.44
Total in month - £1,221.00
04.05.2020 Opening balance £759.73
Income £8,546.51
Sub total £9,306.24
Payments £3,034.00
Agree with Bank £6,272.24
Outstanding Invoices £0.00
Closing balance 31st March 2021 £6,272.24
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enditure - 4th May 2020 - 31st March 2021 Balance in Bank **£759.73** £0.00 £0.00 £0.00 £0.00 £0.00 **£759.73 £4,373.73** Statement 25.09.2020 HHRDA chq rejected as only one signature - new cheque presented New cheque presented. **£5,503.73** Statement 30.10.2020 **£5,893.38** Statement 25.11.20 **£5,201.68** Statement 24.12.20 **£4,999.25** Statement 30.01.21 **£5,051.24** Statement 25.02.21
£6,272.24
Statement 31.03.21