Trustees’ Annual Report for the period
From 01.11.2022 To 31.10.2023
Charity name: Haworth And Oxenhope District Bridleways Group
Charity registration number: 1202564
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To preserve and protect for the public benefit the registered byways and bridleways in Haworth and Oxenhope (West Yorkshire) by: 1) ensuring that byways and bridleways are correctly defined on the Definitive Map; 2) locating lost byways and bridleways, where possible, or negotiating alternative routes; 3) liaising with relevant local authorities and encouraging them to carry out their statutory duties in relation to byway and bridleway; 4) promoting good relations with landowners and farmers; 5) liaising and cooperating with other bridleways groups to share best practice. To promote community participation in healthy recreation in Haworth and Oxenhope (West Yorkshire) and the surrounding area by the provision of facilities for horse riding and other outdoor community activities |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Monitoring the condition and use of local bridleways A varied programme of meetings, training, games, demonstrations and competitions with a strong focus on the involvement of junior members Promoting shared use of the facilities with a variety of local community groups |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees are confident that they have had due regard to the guidance issued. |
|
|---|---|---|---|
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | N/A |
| Policy on social investment including program related investment |
Para 1.38 | Social investment embedded in the charity’s aims and objectives (see above) |
| Contribution made by volunteers |
Para 1.38 | The charity is run wholly by volunteers who organise and lead on all of its activities. The trustees were appointed by the committee, which itself is elected annually at the AGM |
| Other |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The Charity continues to monitor the condition of local bridleways, and seek remedial action from landowners where necessary, for the benefit of horse riders, cyclists and walkers. We work alongside the local council Rights of Way Officer and the British Horse Society Access Manager to try to ensure that access to bridleways is not lost. We provide a wide range of inclusive, open-air activities (rides, demonstrations, accessible Fun Shows) supporting physical and mental health. We have an annual programme of speakers, providing enjoyable and informative insights into a variety of topics related to our core purpose. We also rely on support from a local running group, The Manorlands (Oxenhope) hospice, dog walkers and other community groups who share our vision and values. |
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
|
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Healthy balance at 31.10.23 provides for imminent purchase of permanent premises and land (see below) to enable us to expand our activities and further our aims and objectives. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | N/A |
| Amount of reserves held | Para 1.22 | None |
| Reasons for holding zero reserves |
Para 1.22 | Purchase of own premises (December 2023) fulfilled a long-term aim, for which reserve had been accumulated over many years. This was moved from the reserve account in 2021 in anticipation of this and 2023/24 account will reflect this considerable drop in capital. |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | None |
Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising) |
Para 1.47 |
Membership fees Charges for activities and services Rental of facilities to local community groups Fundraising activities, eg sponsored events, social evenings, raffles, etc. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | None |
| A description of the principal risks facing the charity |
Para 1.46 | No serious perceived risks, but charity does face the challenges of building/land ownership – in the current period, for the first time, we are getting to grips with insurance, utilities, etc. as well as needing to repair and develop the building. This will necessitate major fundraising, both by the group and through bidding for other sources of funding. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Apart from the first charity trustees, every trustee must be appointed by a resolution passed at a properly convened meeting of the charity trustees. In selecting individuals for appointment as charity trustees, the charity trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO. |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | Haworth and Oxenhope District Bridleways Group |
|---|---|
| Other name the charity uses | HODBG |
| Registered charity number | 1202564 |
| Charity’s principal address | Lower Oldfield Farm, Oldfield Lane |
Haworth Keighley BD22
)EP Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Vickie McRae | CharityContact | HODBG Committee | ||
| FelicityMensah | Chairperson | HODBG Committee | ||
| Patricia Greenwood |
Vice-Chairperson | HODBG Committee | ||
| Gillian Burgess | Treasurer | HODBG Committee | ||
– Corporate trustees names of the directors at the date the report was approved Director name None
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| None | ||
Funds held as custodian trustees on behalf of others
Description of the assets None held in this capacity
Name and objects of the None charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for None safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Gillian Burgess Full name(s) Gillian Burgess
Position (eg Secretary, Treasurer Chair, etc)
Date
| PETTY CASH | 161.68 |
| CURRENT A/C | 24,034.09 |
| PayPal | 230.53 |
| TOTAL | 24,426.50 |
| INCOME | |
| BANK INTEREST – HIGH INTEREST ACCOUNT | - |
| MEMBERSHIP SUBS | 676.29 |
| MEETINGS/RAFFLES (incl. GEMMA’S ONLINE 2023 - £254.94) | 379.94 |
| SHOWS/DEMOS/GAMES | 622.64 |
| RIDES | 521.05 |
| GEOFF BILLINGTON EVENING | |
| VISITS | |
| JUNIOR CHALLENGS/COMPETITIONS | |
| REFRESHMENTS | 230.70 |
| FIELD RENTAL | 390.00 |
| TOTAL | 2820.62 |
| EXPENDITURE | |
| COMMITTEE MEAL | 180.86 |
| PRESENTATION EVENING(FOOD 2021/ROOM HIRE 2022) | |
| SHOWS -(Tape and numbers) | |
| BHS AFFILIATION | 77.00 |
| WEBSITE/DOMAIN NAME | 85.20 |
| ROSETTES/medals | 222.10 |
| GEOFF BILLINGTON TICKETS/FEE/REFRESHMENTS | |
| CHARITY DONATIONS(2022 - Hope Pastures,Britsh Legion,RDA) | |
| TROPHIES & ENGRAVING | 72.00 |
| REFRESHMENTS – RIDES AND FUN SHOW | 243.20 |
| SPEAKERS/DEMOS/PRESENTS/ETC | |
| EQUIPMENT(2022 =GYMKHANA EQUIPMENT) | 495.29 |
| WEST END PURCHASE – SOLICITOR’S DEPOSIT | |
| TOTAL | 1,375.65 |
| PETTY CASH | 161.68 |
| CURRENT A/C | 24,034.09 |
| PayPal | 230.53 |
| TOTAL | 24,426.50 |
| INCOME | |
| BANK INTEREST – HIGH INTEREST ACCOUNT | - |
| MEMBERSHIP SUBS | 676.29 |
| MEETINGS/RAFFLES (incl. GEMMA’S ONLINE 2023 - £254.94) | 379.94 |
| SHOWS/DEMOS/GAMES | 622.64 |
| RIDES | 521.05 |
| GEOFF BILLINGTON EVENING | |
| VISITS | |
| JUNIOR CHALLENGS/COMPETITIONS | |
| REFRESHMENTS | 230.70 |
| FIELD RENTAL | 390.00 |
| TOTAL | 2820.62 |
| EXPENDITURE | |
| COMMITTEE MEAL | 180.86 |
| PRESENTATION EVENING(FOOD 2021/ROOM HIRE 2022) | |
| SHOWS -(Tape and numbers) | |
| BHS AFFILIATION | 77.00 |
| WEBSITE/DOMAIN NAME | 85.20 |
| ROSETTES/medals | 222.10 |
| GEOFF BILLINGTON TICKETS/FEE/REFRESHMENTS | |
| CHARITY DONATIONS(2022 - Hope Pastures,Britsh Legion,RDA) | |
| TROPHIES & ENGRAVING | 72.00 |
| REFRESHMENTS – RIDES AND FUN SHOW | 243.20 |
| SPEAKERS/DEMOS/PRESENTS/ETC | |
| EQUIPMENT(2022 =GYMKHANA EQUIPMENT) | 495.29 |
| WEST END PURCHASE – SOLICITOR’S DEPOSIT | |
| TOTAL | 1,375.65 |
HAWORTH & OXENHOPE DISTRICT BRIDLEWAYS GROUP
ANNUAL RETURN TO CHARITY COMMISSION
(correct @ 31.10.2023)