CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 27th October 2021 To 30th April 2022 Charity name: Deerview Equine Interventions (DEI) Charlty registration number: 1196288 Objectives and Activities SORP P•rn 1.17 Summary of the purwses of the charity as sel out in its goveming document The objèctives of Deerview Equine Interventions IDEII are to promote 50clal inclusion for the publit benefit by preventing people from becoming socially excluded, relieving the need5 of those people who are socially excludÈd and assisting them to integrate into society. DEI offer5 Equine Assisted Services, delivering the TheHorseCourse courses which have an outstanding evidence base in thÈ world of Equine As51StÈd Seryices. DEI offer5 cour5e5 and workshops to children from age 8 up to adults. working with those who struggle to Èn8age or progress with talk-based support as well as Working with their support network of professionals, parents and carer5. WÈ offer a range of services including. Restart course- a l.'I high-impact intervention run over S consecutive days110 hours in totall working on 8 key resilience skills with 5peciallv trained horses ènd an approved TheHorsÈCourse Faci1Stator. HIthIIKht sesslons- a 1-2 hour session for up to 3 participants - a lighter version of the Restart course, giving participants a chance to work on 2 or 3 of the resilience skills. These sessions are delivered as one s or weekly for an agreed period. Taster- a I hour I:1 session giving participants a 'taster' of the full Restart course, assessing engagement and suitablrlity for the Restart course Top up- a 1.5 hour l.'I follow on session for participants who have completed the Aestart course, this offers a post course reminder of the skills and Strategies learnt Wraparound- bespoke packages for faMlieS or are placements, involving training or courses Summary ofthe main actrviti8s in relation to those purposes for the public bengfit, in particular, lh8 activities, projects or servics identlfied in the accounts. Prn I.1?d 1.1
for all members of the household and support network Non-verbals Toolbolt tralnlDI. a l.S hour workshop for professionals and parentslcarers on accurately readini body language and applyln8 non.verbal strategles- reduce problem behaviours and bulld positive ones. A fun. interactlve workshop. Alterna Provlslon - OeeNiew offers tailored Itemative provision for students who are enrolled In school but not attendlnq or on a part-time timetable. Offerlng practical skllls th an educational purpose. students work on number of skills that transfer to everyday life. The trustees declare that they have complled wlth thelr duty to have due regard to the guidance on public benefit published by the commission In exerclsing their power5 or duties. Statement confirmlng whether the Iruslees have had regard lo the guidance Issued by the Charity Commission on publlc benefit 1.18 Addltlonal Informjtlon loptlonal) You ma choose lo Include furth8r slalements where relevant abouL' SORP refwence Pw• 1.30 Policy on grant making p1.38 Policy on social Investrnent including prcNJram related investrTronl P** t.38 Contribution made by volunteers Other Achievements and Performance SORP r•l•r•nc•
Summary ofthe main a¢hievem8nts of the charity, identifying the difference the charity's work has made to the circumstances of its b8n6fficiarios and any WKler benefit$ to society as a whole. In the Short time between becoming re81Stered charity ènd the end of this accountin8 year OEI has dellvered servlces to 16 individuals- 9 Restart courses with one individual golng on to attend weekly alternative provision SessI¢s. 7 young people attending weekly highlight sessions for a 3 or 4 week perlod. Par* 1.20 At the end of each Restart course the facilltator and partlcipant had a robust discussion relating the dlstance travelled In relation to the 8 key skllls and how they can apply thls to their lives outside of the course. Durln8 thls dlscusslon participants reported that.. 'The course helped me tofeel colm, 'rhe course hos helped me with how to manaqe different type5 of people. he course has helped me with leornlng skllls in a Jun. positive way, e course has helped me wlth keeplnq colm ond understonding people, The facilitator provided a wrltten handback report to those who support the participant wlth observations made and strategies worked on durin8 the course with recommendations for continued support. A top UP session was dellvered 24 weeks Post course to 'check In, with the partlclpant and thelr support network. this was a chance to top up their skills and remind them of their learnifig durin8 the Restart course. 2 months post course follow up with referrers offered positive feedback wlth them attributing the Restart course to improvements in engagement, relationships identity and with a reduction in problem behaviours. Ti5 able to reflect on her tirne Gt the horse course and understt7nd how her behoviours con impact on other5 and strotegies she can use to help herself The Horse Course meant a lot to her and she really enjoyed thi5 time Ishe has even asked to do it/something like it ogainjj she was able to reflect on her ability to work with the trickier horse so I believe did get a lot out of her time with you. Thonk you, The routinefollowed at the Horse Course ond the growing communicotion between school and yourselves is benefitting J. It is an activity thot he enjoy5 t7nd still enqoges him which 15 great to see, Addltlonal Inform•llon loptlonal) You may choose to Indude further stat8ments where rèlevant about:
A¢hlovements agalnst objocuvos set Performance of fundralsing activltles against obiectivos Investrnont P8rfom)an¢8 against objectiv88 P•rn 1.41 Othor
Financial Review Review of the charity's financial position at the end ol the period Par• 121 During this financial peflod the Charity received donations, 8rant fundln8 and statutory fundlng of£17.643.65 ofwhich E9.975.00 was restricted. Facilitation of courses, admin and runnln8 costs were £9603.57 . At the end ol thls financlèl perlod, the Charlty held unrestricted funds of £231.06 and restricted funds of £7809.02. The reserves will be used to fund admin expenses. runnln8 costs and future courses of the Charity. The Charivs reserve pollcy alms to hold funds equlvalent to cover our monthly outgolng costs of Snsurance, phone SIM, cloud storage, and postbox address for 3 months- these are DEI'S only regular expenses and can be cancelled at any tlme, all other expenses are on a 'pay as vou go, basis. This amount is approxlmately £390 It Is the charStys policy not to hold course5 if funds are forecast not to be available. £231.06 NIA Statement explalnlng the policy for holding r8setve$ stating why they are held P•r• 1.22 Amount of reserves hold Reasons lor holding zero reseprfes Details of lund materially in defictt Explanation of any uncrtainties about the charity conlinuing as a going Pw¥ 122 Prn122 P•m 124 Payment of outstanding Involces will brlng reseve back in to credit There is no uncertainty and the trustees expect the charity continue as a 8oing concern. P1.23 Addltlonal Infomiation {optlonal) You ma dKK)se to include further $latements where relevant abouL The charity's principal sources offvnds linduding any fundraising) p1.47 Investment policy and objective$ including any social inve5trnent policy adcpted P¥n 1.40 A description of the principal risks facing the tharity PwA1A6
Structure, Governance and Management Descriptlon of chartty's trusts.. Type of goveming document How is the chaTIty conslllut8d? P•rn 1.25 Constltutlon P1.2$ cio Trustee selection methods Including detalls of any constitutlonal provlsions o.g. 818clion to post or name of any person OT body enlllled to appolnt one or more lJuslees Pw• 1.25 Apart from the first charity trustees, every trustee must be appolnted for a term of 2 years by a resolutlon passed at a properly convened meeting of the charity trustees. In selecting Individuals for appolntment as charity trustees, the charity trustees must have regards to the skills. knowledge and experlence needed for the effective adminlstration of the cio Addltlonal Inforniatlon (optlonal) You ma choose lo include further statem8nts wher8 relevant about". Policigs and procedures adopted for the Induction and training of trustees From DEI'S Sofer Recruitment Poliry There will be an Inductlon programme for all staff Ilncludin8 tru5tees1 and volunteer5. The purpose of the inductlon is to: Provide training and information about the orqanlsation's safeguarding and child protection policies and procedures. This training will be at level approprlate to the member of staff role and responsibilities with regard to children and vulnerable adults (see belowl- Support individuals in a way that 15 appropriate for their role: Confirm the conduct experted of staff; Provlde opportunities for a new member of staff or volunteer to discuss any issues or concerns about their role or responsibilities- Enable the line manager or mentor to recognise any concerns or issues about the person'5 ability or suitability at the outset and address them immediately: Ensure that the person recelves written statements of.. Pollcies and procedures in relation to safeguarding; The identity and respon5ibilitSes of staff with designated safeguardin8 responsibilities; Safe practice and the 5tandard5 of condurt and behavlour expected; Parn 1.51
Other relevant personnel procedures e.8. whistleblowln& dlstiplinary pn)cedures. DEI ha$ 3 trustees. a voluntary CEO who is al employed on a self-employed basis as an approved TheHorseCourse Facilitator and another self*mployed approved TheHorseCourse Facilitator. The charity Ss supported by TheHorseCourse wlth yeady CPO and 6 weekly 5upervi5ion of all Approved TheHorseCourse Facilitators. The charity's organlsatK)nal structure and any wider netsvork with lch tt charity works Pwa 1.51 R8lath)nship wlih any related parties Pw• 1.51 Other Reference and Adminlstrative details Charity name Other name the charity uses Registered charity number Charity's principal address Deer41ew Equine Interventlons N/A 1196288 Lytchett House. 13 Freeland Park. Wareham Rd, Poole. Dorset, BH16 6FA
Namès of the charlty trustees who manage th• charlty Tru•t•• n•m• Offic• Ilf •ny) Dat•s act•d If not for whol• Nam• ol p•rton lor body) •nlltl•d Int trust•• Patriua Ann Ward Chairperson and responsibility for Equality and Diversity Treasurer WEF 31. May 2022 and responsibility for Chlld Protection and Safeguarding Treasurer and responsibility for Health and Safety untll retlrement from the board Claire Kellawav- Moore Harriet Laurie 13" October 2021-31" May 2022 Sally Laverltk Responsibility for Health and safety from 31" May 2022 21" February 2022- present 10 12 13 14 15 16 17 18 19 20 rate trust88s - names of the directors at the dats the r8 rt was a Dir•¢tor n*m• roved Name of trustses holdlng Iltle to property belonging to th8 charity Tn••t•• nam• D•t•• icl•d 11 not for whol•
Funds held as custodian trustees on behalf of others Description of the assèts held in this capaclty NIA Name and objects of the charity on whose behalf the assets ar9 held and how thls falls within the custodian charity's objects NIA Details of arrangoments for safe cUstY and segregation of such assets from the charity's own assets NIA Additlonal infomiation (optlonal Names and addresses of advlsern Ioptlonal Infomiatlon Type of Name Address advlser Name of chlef executlvo or names of s•nlor staff mombers (Optlonal inforniatlon) Exemptions from disclosure Reason for non4isclosure of ke rsonnel detalls Other o tional information
Declarations Tho trusl••s d•claro that they h•vo •pprovod tho Irusteos, rnport abov•. Slgnod on behalf of thg chrlty'S tru$le• Slgnature(5) Full nafflels) Positlon (eg Secretary, Chalr, etc) PA i/ / fr Il LJ,4P~) ckirPeffjc iJ/llZ Dat•
| Date | Amount Paid | Amount Paid | Balance |
Unrestricted | Restricted | Transacton Type | Paid in to/out of | Authorisaton |
|---|---|---|---|---|---|---|---|---|
| in | Out | funds | funds | |||||
| October | ||||||||
| Total for month | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | |||
| November | ||||||||
| 11/25/2021 | £10.00 | Bank Transfer | Bank account | |||||
| 11/29/2021 | £0.67 | PayPal | PayPal account | |||||
| Total for month | £10.67 | £0.00 | £10.67 | £10.67 | £0.00 | |||
| December | ||||||||
| 12/06/2021 | £398.45 | Bank Transfer | Bank account | |||||
| 12/06/2021 | £660.00 | Bank Transfer | Bank account | |||||
| 12/07/2021 | £814.22 | Debit Card | Bank account | _012840 | ||||
| 12/09/2021 | £80.00 | Cash withdrawal | Bank account | |||||
| 12/15/2021 | £4.99 | Debit Card | Bank account | |||||
| 12/17/2021 | £10.00 | Debit Card | Bank account | |||||
| 12/21/2021 | £625.00 | Bank Transfer | Bank account | |||||
| 12/22/2021 | £18.72 | PayPal | PayPal account | |||||
| 12/30/2021 | £12.00 | Direct Debit | Bank account | |||||
| Total | £1,702.17 | £921.21 | £791.63 | £791.63 | £0.00 | |||
| January | ||||||||
| 01/03/2022 | £70.00 | PayPal | PayPal account | |||||
| 01/05/2022 | £0.99 | Debit Card | Bank account | |||||
| 01/05/2022 | £13.85 | PayPal | PayPal account |
| 01/06/2022 | £11.05 | Debit Card | Bank account | |||||
|---|---|---|---|---|---|---|---|---|
| 01/07/2022 | £3.85 | Debit Card | Bank account | |||||
| 01/07/2022 | £35.63 | PayPal | PayPal account | |||||
| 01/11/2022 | £5.57 | Debit Card | Bank account | |||||
| 01/31/2022 | £12.00 | Debit Card | Bank account | |||||
| Total | £119.48 | £33.46 | £877.65 | £877.65 | £0.00 | |||
| February | ||||||||
| 02/07/2022 | £4.99 | Debit Card | Bank account | |||||
| 02/07/2022 | £13.78 | PayPal | DV PayPal account | |||||
| 02/08/2022 | £58.50 | Bank Transfer | Bank account | |||||
| 02/09/2022 | £3.85 | Debit Card | Bank account | |||||
| 02/10/2022 | £9.60 | Debit Card | Bank account | |||||
| 02/18/2022 | £9,975.00 | Bank Transfer | Bank account | |||||
| 02/18/2022 | £950.00 | Bank Transfer | Bank account | |||||
| 02/18/2022 | £850.00 | Bank Transfer | Bank account | HL email | ||||
| 02/18/2022 | £645.00 | Bank Transfer | Bank account | HL email | ||||
| 02/21/2022 | £46.98 | Debit Card | Bank account | |||||
| 02/24/2022 | £807.50 | Bank Transfer | Bank account | |||||
| 02/28/2022 | £12.00 | Debit Card | Bank account | |||||
| 02/28/2022 | £529.00 | Debit Card | Bank account | All trustees ema | ||||
| Total | £11,804.78 | £2,101.42 | £10,581.01 | £1,241.99 | £9,339.02 | |||
| March | ||||||||
| 03/04/2022 | £95.00 | Bank Transfer | Bank account | |||||
| 03/07/2022 | £1,725.00 | Bank Transfer | Bank account | HL email | ||||
| 03/10/2022 | £902.50 | Bank Transfer | Bank account | |||||
| 03/10/2022 | £9.60 | Debit Card | Bank account | |||||
| 03/10/2022 | £6.95 | Debit Card | Bank account |
| 03/16/2022 | £95.00 | Bank Transfer | Bank account | |||||
|---|---|---|---|---|---|---|---|---|
| 03/16/2022 | £16.55 | PayPal - joltucker a/c | PayPal | |||||
| 03/21/2022 | £50.00 | Bank Transfer | Bank account | |||||
| 03/24/2022 | £995.00 | Bank Transfer | Bank account | |||||
| 03/25/2022 | £807.50 | Bank Transfer | Bank account | |||||
| 03/29/2022 | £12.00 | Debit Card | Bank account | |||||
| 03/30/2022 | £915.00 | Cheque 000001 | Bank account | JT & AW | ||||
| Total | £2,961.55 | £2,668.55 | £10,874.01 | £2,254.99 | £8,619.02 | |||
| April | ||||||||
| 04/01/2022 | £37.05 | PayPal balance | PayPal | |||||
| 04/04/2022 | £855.00 | Bank Transfer | Bank Account | |||||
| 04/04/2022 | £8.25 | Contactless DD | Bank Account | |||||
| 04/06/2022 | £47.50 | Bank Transfer | Bank Account | |||||
| 04/06/2022 | £2,375.00 | Cheque 000002 | Bank Account | JT & AW | ||||
| 04/11/2022 | £9.60 | Debit card | Bank Account | |||||
| 04/11/2022 | £6.95 | Debit card | Bank Account | |||||
| 04/13/2022 | £10.08 | Debit card | Bank Account | |||||
| 04/22/2022 | £142.50 | Bank Transfer | Bank Account | |||||
| 04/25/2022 | £1,420.00 | Cheque 000003 | Bank Account | JT & AW | ||||
| 04/28/2022 | £12.00 | Debit card | Bank Account | |||||
| Total | £1,045.00 | £3,878.93 | £8,040.08 | £231.06 | £7,809.02 | |||
| Overall total | £17,643.65 | £9,603.57 | £8,040.08 | £231.06 | £7,809.02 |
What?
Organisation
Receipt/Invoice
Donated item details
| Donaton | |||
|---|---|---|---|
| Donaton | |||
| Donaton | |||
| Donaton | |||
| Insurance - policy number | Lycets Insurance | Yes, Cloud | |
| PEN/LI/0/001533 | |||
| Gloves £3.00 | One Stop | Yes, physical | |
| Gloves £2.00 | Pony Palace Shop | No | |
| THC profs delivery £75.00 | |||
| Pony Palace | Yes, physical | ||
| Mug | Pony Palace | Yes, Cloud | |
| Postbox top up | UKPostBox | Yes, cloud | |
| Donaton | AL Dunne - saddle | Parelli saddle donated | |
| from RD | |||
| Donaton | JR - Private | ||
| Postbox address | UKPostBox | Yes, Cloud | |
| Donaton | SB - Parelli shims | Parelli shims donated | |
| from RD | |||
| Padded postage bag | Spar | Yes, physical | |
| Donaton | LW - Savvy strings | Parelli savvy strings | |
| donated from VM |
Postage of donated items Post Office Yes, physical Postage of donated items Post Office Yes, physical Donation GO - 22 ft Parelli line Parelli 22ft rope donated from VM Postage of donated items Post Office Yes, physical Postbox address UKPostBox Yes, Cloud Mug Pony Palace ? Donation GS - chaps Shires chaps donated by VM Donation AD Postage Post Office Yes, physical Cloud Storage Tresorit Grant National Lottery - Awards for All Payment for services delivered BCP Council THC Approved Facilitator Joanne Tucker Yes, Cloud Arena/horse hire Pony Palace Yes, Cloud Clock, external hard drive Amazon Yes, physical From JT account (payment error BCP Council from BCP - paid to JT's account not DV's) Post Box address UKPostBox Yes, Cloud HP Pavillion Laptop Currys Yes, Cloud Payment for services delivered BCP Council THC Approved Facilitator Joanne Tucker Yes, Cloud Payment for services delivered BCP St Edwards Comp Cloud Storage Cloud storage Yes, Cloud Mobile phone SIM Lebara Mobile Yes, physical
Payment for services delivered BCP Council
Donation
Donation MF
| Payment for services delivered Donaton Donaton MF |
BCP Council | |
|---|---|---|
| Payment for services delivered | The Bishop of Winchester School | |
| Payment for services delivered | Dorset Council | |
| Post Box address | UKPostBox | Yes, Cloud |
| Arena/horse hire | Pony Palace | Yes, Cloud |
| Ink Cartridges | Cartridge King | Yes, Cloud |
| Payment for services delivered | BCP St Edwards Comp | |
| Printer paper, card, notebook | Sainsburys | Yes, physical |
| Payment for services delivered | BCP Council | |
| Approved THC Facilitator | Joanne Tucker | Yes, Cloud |
| Cloud Storage | Tresorit | Yes, Cloud |
| Mobile phone SIM | Lebara | Yes, Cloud |
| DBS check | Disclosure Services | Yes, Cloud |
| Payment for services delivered | BCP Council | |
| Arena/horse hire | Pony Palace | Yes, Cloud |
| Post Box address | UKPostBox | Yes, Cloud |