Trustees, Annual Report for the period Period stsrt date Period end date From 01 23 To 31 03 24 Section A Reference and administration details Charlty name Happy Hooves Riding for Disabled Group Other names charty is known by HHRDA Group Registsred charity number (rf any) 1189349 (wef 04.05.20) Charlty's prlncipal address The Classroom. Happy Hooves Riding Centre, Ivy House. Skelton Wo¢)d End, Penrith, Cumbria Postcode CA119UB Names ofthe charty trustees who manage th• charlty Dat•s acted if not forwhole Trust•• name oiri¢¢ lif any) Name of person lor body) entitled olnt trustèè ifan Vicky Bowman HHRDA Group Chairperson HHRDA Group Trustee NIA Toni Hollarid NIA Sue Butler HHRDA Group Trustee NIA Alison Ma¢hell HHRDA Group Secretary HHRDA Group Trustee HHRDA Group Trustee HHRDA Group Trustee NIA Sarah Dadley NIA Emily Atherton Joined February 2024 Jo Allinson Joined February 2024 Names of the trustees for tho charty, If any. (for example, any custodian trustees) Name Datss acted if not for whole ear NIA NIA Names and addresses of advlsers (Optional Infomiatlon) e of adviser Name Address NIA Name of chief exeGutlve or names of senlor staff members (Optlonal Infomiation) NIA TAR March 2012
Section B Structure, overnance and mana ement DescrlptSon of the charitys trusts Type of goveming dcment HHRDA is subject to a goveming document. entrtled '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 Agernent (SLA), WhebY the assets used by HHRDA are provided from Happy Hooves Riding Centre {HHRC). How the charity is constituted HHRDA is a Chaiitable 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 selectlon rnethods Trustees are elecled and voted in by HHRDA Group Trustees. Additional governance issues (Optional inforniation) You may choose to indude additional infomialion, where relevant, about: In briet. All policies and prOdureS are subject to a bi-annual review, to ensure they are complete and pertinent to HHRDA Group. All are based on RDA guidan, and use RDA templates, as applicable. Occasionally our poliaes ar8 shared (for audit purposes) wrth professional bodies (such as the Br*tish Horse Society (BHS)). and any feedback is gratefully re1v. policies and procedures adopted for the induction and training of trustees., the charity's organisational structure and any wider network with which the charity 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. relationship with any related parties: trustees, consideration of major risks and the system and procedures to manage them. Apart from the SLA with HHRC, HHRDA Gn)up cbsely follows RDA guidan, and the Chairperson maintains a profe&8ional relationship with county RDA advisors and representatives. A number of Risk Assessments are in place to cover operations relating to HHRDA Group. A Business Continuty and Disaster Recnvery {BCDR) Plan also exists. The Trustees believe that risk mitigation and management is key. induding lessons-leamed exercises where applicable. Dcxumentslion is reviewed and revised annually, or when an avent occurs. TAR March 2012
Section C Ob ectives and activities The objectives of the HHRDA Group remain as follows: HHRDA Group understands that not all disabilities are visible. and plans to make horses and hors&riding an activity available for all, giving everyone the opwrtunity to experience the magic of horses. to help address ntaI health issues brought about by a variety of factors. The aim is to operate a top-dass equine facility for Cumbria, promding a variety of equine experiences to adults, young people, groups and individuals. HHRDA Group will offer a divetse range of ridden and non ridden activities for pleasure, health and wellbeing, developing confidence, and educational lrfe S118. using recognised equine disciplines, and associated act5Mties. Summary ofthe objects ofthe charlty set out in its govemlng document HHRDA Group operates in partnership th 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 MmUnitY and other partners broaden the aSSIbIlity 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 modem faality for a wider range of dients. Therefore, initial funding applications will be targeted towards speofic tack, hats and ameniiie$, as suggested by RDA guidance. Additionally, HHRDA Group wishes lo offer those most in need, the opportunity to access these f&ilities at dtscounted rates. Al all times, funding is refullY 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 ofthe main actlvltles undertaken for tho public benefft In rèlatlon to these objects (include wlthin this section the s&tory declaration that trustees have had regard to the guidance Issued by the Charlty Commisslon on publlc benefft) The 'benefft' aspect will be realised in the way HHRDA Group can help those suffering mental health issues, awety, confidence issues etc., by giving access to horses, horse riding and 8ssooated activities. The 'public' aspect will be realised when the sedion of the public (as detailed above) will benefit from HHRDA Groups, provision of horse relaled aclivities, 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 nnected to HHRC (who will provide the assets for the HHRDA Group to operate), are all Committed to facilttating sessions to bring about potentially Irfhanging Outcomes for deserving individuals, whilst at the same ts"me, adhering to the guidan provided by the Charity Commission. TAR Marth 2012
Addiuonal details of objectives and artlvities You may choose to indude further statements, where relevanl, about: policy on grantmaking: policy programme related investment., contribution made by volunteers. tional infomiation The management of the funds has been consistent, with regular review by the TNstees. Any income or investment r8alised, is re-invested into HHRDA Group. to faalitigte growlh and development in 8rdance with the objectives above, to better benefft the HHRDA Group dients. HHRDA Group is reliant on a core team of HHRC staff and a group of volunteers who are trained in accordance with RDA guidelines as coaches or volunteers, obtaining th& offiaal 'Green Card,. Section D Achievements and performance Summary ofthe min achievements of the charlty durfng the year After a major delay (spanning the two previous years, reports), and significant uncertainty, HHRC finally lOCated to new premises on 1 September 2023, as can be seen by the address at the head of this report. The premises required much work and investment, and are still work-in-progress in areas. on settled, HHRDA made a significant effort to restart the efforts to 'get off the ground,. and held the annual general meeting (AGM) in January 2024. At the AGM, new Trustees were voted in to replace Chris Henderson, who resigned in April 2023, and Steph Bradley who resigned December 2023. Therefore Jo AS1inson and Emily Atherton were added to the Trustee Group with effect from January 2024. Jo is a key member of HHRC staff, and a qualified RDA Coach. In May 2024, representstives from the central RDA vistted HHRDA and declared themselves to be ntent with progress to date. They inspected Ihe dccumentation and assessed a coaching session, and left feeling happy that HHRDA could continue. Section E Financial review Brlef statoment of the charity's polky on reserves HHRDA Group holds £2000 in resenie for unexpected costs such as repairs to equipment or conlributions to vets bills. This reserve will be reviewed by the trustees at regular intervals and adjusted as necessary. This reseNe will only be used for unfor85een costs that the trustees have agreed needs lo be paid for by the charify. Detslls of any funds materialty In deflcit There are no funds in deficFt. TAR Marth 2012
Further financlal rnvi•w dotsils (Optlonal inforniallon) You may choose to indude additional information. where relevant about: the charity's prinopal sources of funds (induding any fundraising)., how expenditure has supported the key objectives of the charity. investment policy and objectives including any ethical inVestnI policy adopted. NTR Section F Other optional information NTR Section G Declaration The trusteos declare that they have approved the trust0. report above. Slgned on behalf of the charlty's trustees Slgnaturels) JIL( Full namels) Position (eg Secretsry. Chalr. Alison Machell Jo Allinson HHRDA Group Secretary HHRDA Group Truste& Date Happy Hooves RDA Group TAR Marth 2012