Trustees’ Annual Report for the period
From 5 April 2023 Period start date To 4 April 2024 Period end date
Charity name: The Foresters’ Horn Group Riding for the Disabled Association
Charity registration number:1203527
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To use horses to enrich the lives of disabled people in the UK |
| 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 |
3 separate riding sessions every week during term-time. 2 at Wirral riding Centre and 1 at Larton Riding School. Total of 18 participant riders, both children and adult, at any time. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Yes, the trustees have had regard to the Charity Commission guidance on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment All sessions are run entirely by volunteers. Para 1.38 Contribution made by volunteers 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 | This year the 28 beneficiaries have attended a total of 343 riding lessons. The riders, children and adults, have benefitted physically, emotionally and socially from these sessions. The benefits have also extended to the families of the riders who feel supported and love to watch their children enjoying the lessons and making good progress. Volunteers run all the sessions and there have been 639 volunteer sessions attended over the year. They also benefit in many ways. |
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 | Income was £4575 and expenditure £7087.76. Closing funds were £34,886.73 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The reserves are held to protect us against drops in income, so that we could continue to run our service. Also in case of any unexpected major expenditure. |
| Amount of reserves held | Para 1.22 | £25,000 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| 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 | N/A |
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 |
|
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | Age of the volunteers |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution and Membership Agreement |
| 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 | Trustees selected by joint agreement of committee |
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Riding for The Disabled UK |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | The Foresters’ Horn Group Riding for the Disabled Association |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1203527 |
| Charity’s principal address | 10 Dovepoint Road, Wirral CH47 6AR. |
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) |
|---|---|---|---|---|
| Celia Parry | Co-Chair | |||
| AndySmethurst | Co-Chair | |||
| Valerie Jones | Secretary | |||
| Heather Gradden | Treasurer | |||
| Fiona Wright | ||||
| Christine Timson | ||||
| Ruth Bedford | ||||
| Christine Potts | ||||
| Christine Millsted | ||||
| Rachel Williams | ||||
| Moira Pemberton | ||||
– 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 charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for 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) Valerie Jones
Full name(s) Valerie Jones
Position (eg Secretary, Secretary Chair, etc)
Date 16.10.24
Riding for the Disabled - The Foresters' Horn Group
Income and Expenditure for the year ended 31st March 2024
| Expenditure Hire of Horses Equipment Admin Insurance Publicity, fundraising costs Misc (subs, courses etc.) Misc (other) Courses/Hall Hire DBS Fees Conferences Catering Mayors charity RDA collecton boxes Sponsorship Clwyd weekend/mechanical horse Fleeces/polo shirts Income Riding Contributons donatons Fundraising Income Standing Orders Goods Sold Conferences Gif Aid Refund Intrest(Yorkshire BS) Total Income Income Expenditure Excess income over expenditure Excess income over expenditure 1st April to 31st March |
2024 2023 2022 2021 2020 2019 |
|---|---|
| 5,400.00 5680.00 4,085.00 300.00 5,507.00 4283.00 278.05 497.69 263.32 503.28 578.40 158.65 190.00 90.04 159.60 460.00 460.00 415.50 450.00 450.00 463.65 320.00 220.40 489.31 280.00 929.17 153.79 47.95 193.00 15.75 15.75 1,065.80 70.20 59.40 135.00 192.50 245.00 192.32 71.51 56.42 231.88 1365.00 134.30 400.00 400.00 200.00 150.00 1056.33 150.00 209.00 90.00 15.00 |
|
| 7,087.76 8,078.63 6,394.08 1,639.31 8,209.26 8,418.92 |
|
| 262.00 167 319.50 269.50 398.50 179.33 2757.41 13,078.00 3,025.00 50.00 619.12 2,516.96 1734.52 107.35 12,110.00 3825.33 615.00 660 600.00 600.00 690.00 855.00 88 43.00 313.02 140.00 515.82 217.63 583.18 180 60.00 256.50 230.00 35.00 |
|
| 4,089.11 5,586.93 14,100.50 4,206.48 13,662.52 6,456.13 |
|
| 485.89 346.27 100.98 28.93 104.04 103.52 |
|
| 4,575.00 5,933.20 14,201.48 4,235.41 13,766.56 6,559.65 |
|
| 4,575.00 5,933.20 14,201.48 4,235.41 13,766.56 6,559.65 7,087.76 8,078.63 6,394.08 1,639.31 8,209.26 8,418.92 |
|
| -2,512.76 -2,145.43 7,807.40 2,596.10 5,557.30 -1,859.27 |
RIDING FOR THE DISABLED - THE FORESTERS' HORN GROUP
STATEMENT OF ASSETS AND LIABILITIES AS AT 31st MARCH 2024
CASH FUNDS
| CASH FUNDS | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| COOP Current Account COOP Savings |
2024 9,886.73 25,000.00 34,886.73 |
2023 16,011.48 21,388.01 37,399.49 |
2022 18,503.18 21,041.74 39,544.92 |
2021 10,796.76 20,940.76 31,737.52 |
2020 8,229.59 20,911.83 29,141.42 |
2019 2,776.33 20,807.79 23,584.12 |
2018 4,739.12 20,704.27 25,443.39 |
2015 6,725.72 25,416.66 32,142.38 |
2014 3,483.13 25,290.21 28,773.34 |
2013 3,763.71 25,189.51 |
| 28,953.22 |
RECONCILIATION OF MOVEMENT OF FUNDS
| Opening Funds Surplus/(defcit) for the year Closing Funds |
2024 37,399.49 (2,512.76) 34,886.73 |
2023 39,544.92 (2,145.43) 37,399.49 |
2022 31,737.52 7,807.40 39,544.92 |
2021 29,141.42 2,596.10 31,737.52 |
2020 23,584.12 5,557.30 29,141.42 |
2019 25,443.39 (1,859.27) 23,584.12 |
2018 27,031.62 (1,588.23) 25,443.39 |
2015 28,773.34 3,369.04 32,142.38 |
2014 28,953.22 (179.88) 28,773.34 |
2013 28,274.88 678.34 |
|---|---|---|---|---|---|---|---|---|---|---|
| 28,953.22 |
The accounts for the year ended 31st March 2024 were approved at the AGM of Riding for the Disabled - The Foresters' Horn Group
Co-Chairperson Date Co-Chairperson Date Treasurer Date