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2023-03-31-accounts

Trustees' Annual Report Trustees' Annual Report Trustees' Annual Report Trustees' Annual Report Trustees' Annual Report for theperiod for theperiod for theperiod
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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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Trustee name Office (if any) Dates acted if not for whole
year
Name of person (or body) entitled
to appoint trustee (ifany)
Vicky Bowman HHRDA Group
Chairperson
N/A
Toni Cockburn HHRDA Group
Trustee
N/A
Sue Butler HHRDA Group
Trustee
N/A
Steph Bradley HHRDA Group
Secretary
N/A
Sarah Dadley HHRDA Group
Trustee
N/A
Alison Machell HHRDA Group
Trustee
N/A
Chris Henderson HHRDA Group
Trustee
N/A

Names of the trustees for the charity, if any, (for example, any custodian trustees)

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 N/A 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 (eg. trust deed, constitution)[HHRDA is subject to a governing document, entitled “Constitution of the ] Happy Hooves RDA (Riding for the Disabled) Association, 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 (eg. trust, association, company)[HHRDA is a Charitable Incorporated Organisation (CIO), and applied for ] Charity Commission status, which was granted 04.05.20. HHRDA Group is a community interest organisation 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)

Youmay chooseto 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 subject to a bi-annual review, to ensure
they are complete and pertinent to HHRDA Group. All are based on RDA
guidance, and use RDA templates, as applicable. Occasionally our
policies are shared (for audit purposes) with professional bodies (such as
the British Horse Society (BHS)), and any feedback is gratefully received.
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 maintains 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 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

Summary of the objects of the charity set out in its governing document

The objectives of the HHRDA Group remain as follows: 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, providing a variety of equine experiences to adults, young people, groups and individuals. HHRDA Group will offer a diverse range of ridden and nonridden activities for pleasure, health and wellbeing, developing confidence, and educational life skills, using recognised equine disciplines, and associated activities. 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 BHS Changing Lives programme. Jointly, HHRDA Group will work with the community and other partners 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.

Throughout the year, funding was carefully monitored and managed – as explained in Section D. The HHRDA Group Trustees are fully conversant with the Charity Commission’s guidance on public benefit, and can confirm that:

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)

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 life-changing outcomes for deserving individuals, whilst at the same time, adhering to the guidance provided by the Charity Commission.

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Additional details of objectives and activities (Optional information) You may choose to include further statements, where relevant, about: by the Trustees.

The management of the funds has been consistent, with regular review by the Trustees.

Any income or investment realised, is re-invested into HHRDA Group, to facilitate growth and development in accordance with the objectives above, to better benefit the HHRDA Group clients.

Section D Achievements and performance

Summary of the main The HHRDA Group continued to face the challenge of planned achievements of the charity development of the nearby A66. This had resulted in HHRC losing much during the year of its land, resulting in the almost inevitable relocation of the riding centre to new premises. Additionally, the domestic premises connected with HHRC was to be dealt with under a Discretionary Purchase scheme. Combined, these two challenges have meant that HHRDA Group activities have mainly been ‘on-hold’ whilst the Highways Agency, and other stakeholders such as valuers, land agents etc., hold their meetings in accordance with due process.

This protracted process finally reached a conclusion in August 2023, but this conclusion falls outside of the scope of the dates covered by this report. The HHRDA Group activities have followed HHRC to a new location. The new location was definitely not ‘ready-made’ but has much potential. More details will be included in next year’s Annual Report.

The latest addition to HHRDA Group Trustees, Chris Henderson, was to resign (due to ill health) in April 2023 – but again, this event falls just outside the dates covered by this report, therefore will be included in next year’s Annual Report.

During the constant uncertainty of the last couple of years, HHRDA Group managed to continue operating in ‘the background’, knowing that further change was approaching, once the relocation of HHRC was complete.

Section E Financial review

Brief statement of the charity’s policy on reserves

HHRDA holds £2000

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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 HHRDA holds £2000 in reserve for

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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 HHRDA holds £2000 in reserve for unexpected costs

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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 HHRDA holds £2000 in reserve for unexpected costs such as repairs to

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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

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)

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You may choose to include additional information, where relevant about:

Our intention is to source funds through fundraising events and grant applications, we have had some support previously which has enabled us to deliver a small number of sessions as well as improving our equipment available.

Section F Other optional information

NTR

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) Vicky Bowman Stephanie Bradley Position (eg Secretary, Chair, HHRDA Group Chairperson HHRDA Group Secretary etc)

Date

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