
## **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<br>the charity as set out in its<br>governing document|Para 1.17|To preserve and protect for the public<br>benefit the registered byways and<br>bridleways in Haworth and Oxenhope<br>(West Yorkshire) by:<br>1) ensuring that byways and bridleways<br>are correctly defined on the Definitive<br>Map;<br>2) locating lost byways and bridleways,<br>where possible, or negotiating<br>alternative routes;<br>3) liaising with relevant local authorities<br>and encouraging them to carry out their<br>statutory duties in relation to byway and<br>bridleway;<br>4) promoting good relations with<br>landowners and farmers;<br>5) liaising and cooperating with other<br>bridleways groups to share best<br>practice.<br>To promote community participation in<br>healthy recreation in Haworth and<br>Oxenhope (West Yorkshire) and the<br>surrounding area by the provision of<br>facilities for horse riding and other<br>outdoor community activities|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|Monitoring the condition and use of local<br>bridleways<br>A varied programme of meetings, training,<br>games, demonstrations and competitions<br>with a strong focus on the involvement of<br>junior members<br>Promoting shared use of the facilities with a<br>variety of local community groups|





|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The trustees are confident that they have<br>had due regard to the guidance issued.||
|---|---|---|---|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

||<br>SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38|N/A|
|Policy on social investment<br>including program related<br>investment|Para 1.38|Social investment embedded in the<br>charity’s aims and objectives (see above)|
|Contribution made by<br>volunteers|Para 1.38|The charity is run wholly by volunteers who<br>organise and lead on all of its activities.<br>The trustees were appointed by the<br>committee, which itself is elected annually<br>at the AGM|
|Other|||



## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|The Charity continues to monitor the<br>condition of local bridleways, and seek<br>remedial action from landowners where<br>necessary, for the benefit of horse riders,<br>cyclists and walkers.<br>We work alongside the local council Rights<br>of Way Officer and the British Horse<br>Society Access Manager to try to ensure<br>that access to bridleways is not lost.<br>We provide a wide range of inclusive,<br>open-air activities (rides, demonstrations,<br>accessible Fun Shows) supporting physical<br>and mental health.<br>We have an annual programme of<br>speakers, providing enjoyable and<br>informative insights into a variety of topics<br>related to our core purpose.<br>We also rely on support from a local<br>running group, The Manorlands<br>(Oxenhope) hospice, dog walkers and<br>other community groups who share our<br>vision and values.|





**Additional information (optional)** You may choose to include further statements where relevant about: 

|<br>Achievements against<br>objectives set|<br>Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|Healthy balance at 31.10.23 provides for<br>imminent purchase of permanent premises<br>and land (see below) to enable us to<br>expand our activities and further our aims<br>and objectives.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|N/A|
|Amount of reserves held|Para 1.22|None|
|Reasons for holding zero<br>reserves|Para 1.22|Purchase of own premises (December<br>2023) fulfilled a long-term aim, for which<br>reserve had been accumulated over many<br>years.  This was moved from the reserve<br>account in 2021 in anticipation of this and<br>2023/24 account will reflect this<br>considerable drop in capital.|
|Details of fund materially in<br>deficit|Para 1.24|N/A|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|None|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

|<br>The charity’s principal<br>sources of funds (including<br>any fundraising)|<br>Para 1.47|<br>Membership fees<br>Charges for activities and services<br>Rental of facilities to local community<br>groups<br>Fundraising activities, eg sponsored<br>events, social evenings, raffles, etc.|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|None|
|A description of the principal<br>risks facing the charity|Para 1.46|No serious perceived risks, but charity does<br>face the challenges of building/land<br>ownership – in the current period, for the<br>first time, we are getting to grips with<br>insurance, utilities, etc. as well as needing<br>to repair and develop the building.  This will<br>necessitate major fundraising, both by the<br>group and through bidding for other<br>sources of funding.|
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Constitution|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|CIO|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|Apart from the first charity trustees,<br>every trustee must be appointed by a<br>resolution passed at a properly<br>convened meeting of the charity<br>trustees.<br>In selecting individuals for appointment<br>as charity trustees, the charity trustees<br>must have regard to the skills,<br>knowledge and experience needed for<br>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,<br>Oldfield Lane|





Haworth Keighley BD22 

## )EP **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Vickie McRae|CharityContact||HODBG Committee|
||FelicityMensah|Chairperson||HODBG Committee|
||Patricia<br>Greenwood|Vice-Chairperson||HODBG Committee|
||Gillian Burgess|Treasurer||HODBG Committee|
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– 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|||
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## **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**|
|||
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|**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**|
|||
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|**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**|
|||
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|**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)** 

