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This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

← East Fife and Scooniehill Riding for the Disabled SCIO

2025-07-31-accounts

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APPENDIX 1 ae eee beeo . “ { Day PeriodMonthstartdate| Year __ Day PeriodenddateMonth | Year || From ist August | 2024 | To 31st July 2025 Offige of the of the the Scottish Charity SORE tn AL bm Su So Sie

Offige of the of the the Scottish Charity

Reference and administration details

Charity name East Fife & Scooniehill Riding for the Disabled SCIO Other names charity is known N/A

; Registered charitynumber ~

| $C042433

Namés of the charity trustees on date of approval of Trustees’ Annual Report 1 Trustee/Chair n/a 2 Trustee/Secretary n/a 3 Trustee/Treasurer n/a 4 | Trustee n/a 5 | Trustee/ CPO n/a 6 | Trustee n/a 7 | Trustee va 8 Trustee n/a

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™ Reference and administration details

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= NA |
ee Structure, governance and management
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Objectives and activities

Charitable Purpose. 5. To provide participants with the facility and opportunity to participate in horse riding and other physical, mental and educational benefits to improve their health and wellbeing. : _ Each riding session is made up of four riders and is supervised by a fully™ he ‘ qualified RDA coach. There is also input from our regional RDA ! physiotherapist. The sessions provide therapy through exercise tailored to the individual rider’s needs. The rides provide mental as well as a physical stimulation for both riders and volunteers. Up to three volunteers provide support for riders who require it, although we have riders who need no support at all. The lessons take place mainly in the indoor arena, although outdoor facilities are available when the weather permits. Now offering . sensory activities to the blind and those with illnesses such as alzheimer's

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Achievements and performance

Our sessions provide all of our participants with the opportunity for learning and achievement. Participants can work towards achieving RDA & Proficiency Tests and Endeavour awards. | They also have the opportunity to take part in the RDA UK Art and Writing , competitions. i * Our participants have taken part in the RDA UK Virtual Championships, entering, and placing, in the Musical Ride and Dressage competitions. One of our participants has also competed in the Regional and National | is Championships. be We have worked with a local special schoo! to enable some of the pupils to Ha achieve a National | or 2 certificate in Animal Care through their stable # } management sessions. Our group also has it's own award scheme which enables every participant to continue to learn and achieve and to be able to follow their own area of interest.

Financial review ai The Trustee's policy is to retain 1 years running costs in reserve, this isreviewed fF | : . quarterly in line with our reserves policy, to ensure that we can meet our commitment == .,[to][Balcormo][ and][also][meet][all][other][ salary,][pension][ and][ annual][ general][ expenditure.] ei Funds must be retained to ensure we are in a position to re-establish the Group ata § | new livery and the costs that this entails. The commitment going forward will be to retain £100k in our reserves and continually raise £100k per annum to meet these | >, « costs and to ensure we can responsibly support the Group and its’ future going “3, ¢ 4 weforward.are inOura verycurrentpositivepositionpositionfollowingbut wetheintendbequestto continuefrom Mr fundHallyburtonraising meansto maintainthat : 5 | the profile and awareness of the group fo attract new riders and offer our new range | |[of][facilities] Vere! . ‘The main running costs during the financial year have been the rental fees paid to. ; Balcormo at £23,000, salary, National Insurance and pension costs £51,458, horse ! | replacement £9,500, Horse Welfare £8,884 and project/maintenance costs £14,683. oe The group sets out fo achieve an income of £100k and manged to achieve the sum + 44 ofapproved£87,831.81thein transferthe financial of funds yearfrom — leavingour capitala deficitfundsof to £38,385.24. meet the shortfallThe Trusteesin income.have | | 7? None

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APPENDIX 1 t ae Other optional information

Future Plans

In 2024, it was agreed that during 2025, the Trustees would be focused on consolidating and building on all of its efforts of the last few years. Five main objectives were set, and positive progress has been recorded.

The finance working group reviewed the cash deposits options with our bank, RBS and Brewin Dolphin was appointed to manage a set sum of our cash reserves. By revising our investment strategy, the range of options utilised and their projected returns, will improve the annual earnings and make a noteworthy contribution to offsetting our current annual running costs.

By increasing awareness and widening our fundraising efforts, we made an increased number of applications to historic and new funding sources. While we recognise it is challenging to raise funds while having significant reserves, our compelling offer delivered a growth in funds raised to support investment in projects, horse purchase and the schools’ programme.

The first stage of our IT investment was completed albeit progress with implementing out centralised system and new website/social media activities has been slower than planned.

We have continued to build our relationship with the RDA National Office & Scottish Regional Office by attending key meetings and conferences. We will continue to analyse their development plans to capitalise on the opportunities covering fundraising, marketing and training and development.

The importance of raising the profile of the Charity within ithe East Fife community and with other potential supporter groups in Fife, Scotland & beyond was another key objective. The financial results of this policy have been beneficial,

Declaration

. bs “tp an wipes. FS |, The trustees declare that they have approvedthe trustees’ report above. «(Signed on behalf of the charity's trustees - /

Py Signature(s) Full name(s) ,a

Position (e.g. Chair) Chair/Trustee

4 ie

H pate, 15 (12( 29257 -

APPENDIX 3

Office of the Scottish Charity Regulator

7 a Independent examiner’s report on the accounts ‘Report to the © Charity name trustees/members of East Fife & Scooniehill Riding for the Disabled SCIO ee & * Registered charity SC 042433 On the accounts of the - Period start date | Periodenddate charity forthe period Day =| Month Year a _|___Day | _Month __ Year ig i ~ ‘1st August 2024 to 315 July 2025 ta? | | | cai 4 Respective] The charity’s trustees are responsible for the preparation of the accounts in accordance _ fesponsibilities Of; ith the terms of the Charities and Trustee Investment (Scotland) 2005 Act and the trustees andv Taare+ :1 Charitiesaudit requirement Accountsof (Scotland)RegulationRegulations10(1) (a) to 2006.(c) of The the charityAccountstrusteesRegulations considerdoes thatnot the i apply. It is my responsibility to examine the accounts as required under section 44(1) (c) oa. of the Act and to state whether particular matters have come to my attention. Basis of independent My examination is carried out in accordance with Regulation 11 of the Charities examiner's statement Accounts (Scotland) Regulations 2006. An examination includes a review of the anal tt accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeks explanations from the trustees concerning any such matters. The _ procedures undertaken do not provide all the evidence that would be required in an audit b Be - and, consequently, | do not express an audit opinion on the accounts. - independent examiner’s s In the course of my examination, no matter has come to my attention [other than that statement 4 disclosed on the attached page”] i 1. which gives me reasonable cause to believe that in any material respect the requirements:

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qualification(s) or body 1 retired Senior Bank Official
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“Please delete the words in the brackets if they do nat apply. if the words do apply, set out those matters which have come to your attention on the following page. . ?

Disclosure section

EAST FIFE AND SCOONIEHILL RIDING FOR THE DISABLED SCIO SC 042433

East Fife & Scooniehill Riding for the Disabled SCIO Known name EAST FIFE RDA & Equestrian Group Scottish Charity Number— SC042433

Annual Report and Financial Statement for year ended 31 July 2025

A Member of the Riding for the Disabled Association Incorporating Carriage Driving Registered under Charity Number 244108

President: HRH The Princess Royal KG GCVO

Trustees’ Annual Report and financial statement for the year ended 31 July 2025.

The trustees have pleasure in presenting their report together with the financial statements for the year ended 31 July 2025.

Reference and Administrative Information Charity name

East Fife & Scooniehill Riding for the Disabled SCIO Known Name: East Fife RDA & Equestrian Group

Charity no $C042433

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Address
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/Trustees
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Structure, Governance and Management

Constitution

The Charity is a Scottish Charitable Incorporated Organisation (SCIO). It was registered in its current legal form on 23 July 2012. The assets of the unincorporated association were transferred to the SCIO on 1 August 2012. It has a single tier structure band as such the Trustees are the members of the charity

Appointment of Trustees

Trustees are elected at the annual general meeting which is held annually in November. There must be a minimum of 3 and a maximum of 11 Trustees.

Known Name

It was decided to change the “known” name of the group to reflect the facilities now offered. A vote was taken by all Trustees, employees and volunteers and the decision was made to use EAST FIFE RDA & Equestrian Group. OSCR was advised in June 2024 and confirmation of approval was given on 3 June 2024. East Fife & Scooniehill Riding for the Disabled (SCIO) remains our legal entity.

Objectives and Activities Charitable Purpose.

To provide participants with the facility and opportunity to participate in horse riding and other physical, mental and educational benefits to improve their health and wellbeing.

Background

The horses that RDA riders require have to be of a relevant size and temperament to suit all types of disability and is constantly under review to ensure we can support all riders.

To enable the group to provide coaching and riding to the disabled riders we are required to have suitably qualified coaches to enable to the group to provide these facilities. The Group has 3 qualified coaches which allows for continuity and succession. Activities

We provide both ridden and non-ridden equine activities to our local community. Our participants range in age from 5 years old to 100 years old. We support participants from support units and nurture groups in schools, care homes, supported living centres as well as those who come to us individually. The group provided 844 individual sessions to 100 participants from Ist April 2024 to 31st march 2025.

Our ridden activities provide a fun and stimulating experience for our participants. The sessions are planned to meet the needs of each participant with the appropriate level of challenge. At the same time the participants also gain from the therapeutic benefits of being on the horse.

We also provide groundwork sessions which are attended by groups from all of our local high schools. During these sessions the pupils learn equine handling skills which help to improve confidence and communication skills and encourage teamwork. The sessions provide a learning opportunity outside of the classroom and a fotally new experience for the pupils.

We also run stable management sessions where our participants learn about how to care for the horses, grooming, feeding and mucking out. Time is also spent in our outdoor area where participants can learn about field management.

Our stable and outdoor areas, including the sensory garden, are also used for our Quiet Corner sessions. These sessions are enjoyed by our participants from the local care homes and supported living centres. The sessions provide a space for participants to enjoy being around the horses and enable the opportunity for social interaction in a different environment.

All of our sessions are supported by a team of trained RDA volunteers.

Our outdoor area and sensory garden are also the setting for social activities where all of our participants and volunteers can enjoy spending time together.

Achievements and Performance

Training and Assessment Participants

Our sessions provide all of our participants with the opportunity for learning and achievement. Participants can work towards achieving RDA Proficiency Tests and Endeavour awards.

They also have the opportunity to take part in the RDA UK Art and Writing and Photography competitions.

Our participants have taken part in the RDA UK Virtual Championships, entering, the Musical Ride, Dressage and Countryside Challenge competitions. One of our participants has also competed in the Regional and National Championships.

We have worked with a local special school to enable some of the pupils to achieve a National 1, 2 and 4 certificate in Animal Care through their stable management sessions.

Our group also has its own award scheme which enables every participant to continue to learn and achieve and to be able to follow their own area of interest.

Volunteers

All of our volunteers receive Green Card training from our RDA coaches. A Green Card is required to ensure that all volunteers have the basic training needed to enable them to support participants during the sessions.

The coaches also provide regular training sessions and volunteers also have access to online training modules through the RDA UK website.

The opportunity is available for volunteers to become Activity Leaders and Coaches with the support of our coaching team.

Volunteers are also able to undertake First Aid Training and Defibrillator Training.

Regular volunteer meetings are held to share information and ideas.

Coaches and Activity Leaders

Our coaches have all undertaken their training through the RDA UK Coaching Pathway. The group currently has two Group Coaches and one Advanced Coach. Our coaches continue to develop, learn and keep up to date via CPD training. They attend training days throughout the year as well as online training sessions and are regularly assessed by the Regional RDA Coach.

The group has two Activity Leaders who are able to assist with the non-ridden activitiesThroughout the year riders work towards RDA Proficiency Certificates at appropriate levels and are assessed by an RDA coach. Participants also work towards achieving Endeavour awards.

New Volunteers are given instruction before and during the riding sessions and complete their Green Card training at a dedicated training session. A Green Card is required to ensure that all volunteers have the basic training to allow them to support the riders.

Financial Review

The main running costs during the financial year have been the rental fees paid to Balcormo at £23,000, salary, National Insurance and pension costs £51,458, horse replacement £9,500, Horse Welfare £8,884 and project/maintenance costs £14,683.

The group sets out to achieve an income of £100k and manged to achieve the sum of £87,831.81 in the financial year- leaving a deficit of -£38,385.24. The Trustees have approved the transfer of funds from our capital funds to meet the shortfall in income.

Going forward the ongoing annual costs, at the current level of rides and non-ridden facilities, include the riding fees to Balcormo of £23,000, salary and pension costs of £52,000 and general running costs of circa £35,000, will be at the increased level of £120,000 and the fund raising efforts will reflect this.

Whilst our current financial position appears well established the Group needs to safeguard it's investments to satisfy the Charities Register. We have made a commitment to retain one years’ running costs to ensure that we can responsibly support the Group and its future going forward and it is imperative that we continue this focus to prove that we can maintain the appropriate level of fund raising and donations to meet our annual running costs.

The trustees have a huge challenge ahead to continue to raise funds to meet our costs and all suggestions and ideas from anyone who participates within or outwith the group are and continue to be greatly appreciated.

Reserves Policy

The Trustee's policy is to retain 1 years running costs in reserve, this is reviewed quarterly in line with our reserves policy, to ensure that we can meet our commitment to Balcormo and also meet all other salary, pension and annual general expenditure. Funds must be retained to ensure we are in a position to re-establish the Group at a new livery and the costs that this entails. The commitment going forward will be to retain £100k in our reserves and continually raise £100k per annum to meet these costs and to ensure we can responsibly support the Group and its’ future going forward. Our current position following the bequest from Mr Hallyburton means that we are in a very positive position but we intend to continue fund raising to maintain the profile and awareness of the group to attract new riders and offer our new range of facilities

Future Plans

In 2024, it was agreed that during 2025, the Trustees would be focused on consolidating and building on all of its efforts of the last few years. Five main objectives were set, and positive progress has been recorded.

The finance working group reviewed the cash deposits options with our bank, RBS and Brewin Dolphin was appointed to manage a set sum of our cash reserves. By revising our investment strategy, the range of options utilised and their projected returns, will improve the annual earnings and make a noteworthy contribution to offsetting our current annual running costs.

By increasing awareness and widening our fundraising efforts, we made an increased number of applications to historic and new funding sources. While we recognise it is challenging to raise funds while having significant reserves, our compelling offer delivered a growth in funds raised to support investment in projects, horse purchase and the schools’ programme.

The first stage of our IT investment was completed albeit progress with implementing out centralised system and new website/social media activities has been slower than planned.

We have continued to build our relationship with the RDA National Office & Scottish Regional Office by attending key meetings and conferences. We will continue to analyse their development plans to capitalise on the opportunities covering fundraising, marketing and training and development.

The importance of raising the profile of the Charity within the East Fife community and with other potential supporter groups in Fife, Scotland & beyond was another key objective. The financial results of this policy have been beneficial,

Areas for improvement

The Group has made a number of positive improvements to the current RDA venue. We have installed new Stabling and field shelters, new matting, provided a safe outdoor ride in RDA field, created a fenced and reinforced grass area (30m x 50m) to act as grassed outdoor school, games area, demonstration area and winter turn out area

The Group has also created a multi-purpose ‘corral area’ which is used for demonstration purposes, an educational games space, horse care and grooming activities. An area has been created alongside this for social and ‘quiet corner’ sessions. In our outdoor space we have created a sensory garden and built a cabin which to date has been used as a comfortable place from which to observe the horses and for social activities. Improvements will continue to be made as and when required.

Basis of Accounting

These accounts have been prepared on the Payments and Receipts basis in accordance with the Charities & Trustees Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 and will be scrutinised by an independent examiner.

Nature & Purpose of funds

Unrestricted funds are those that are made at the discretion of the Trustees to support the Groups’ objectives and the day to day running costs of the Group.

Restricted funds may only be used for a specific purpose. Restrictions arise when funds are donated for a specific purpose.

INCOME
Donations and Grants
Fund Raising
InvestmentGrowth & Dividend
Bank Interest
Others
Special Projects
Total Income		 2025
£54,582.27
£2,925.49
£8,706.19
£12,980.53
£8,637.33
£0.00		 £87,831.81 2024
£22,513,09
£2,251.33
£0.00
£9,022.45
£1,600.70
£0.00		 £35,387.57
EXPENDITURE
Balcormo Rental Fees
Horses Purchase
Travel Expenses
HMRC Tax & Nat Ins
Employee Salaries
CreativeAuto Enrolment Pension
Leaving/Thankyou Gifts
RDA Insurance
RDAMembership
FarrierA Nicol
Lotteries Licence
Vets fees
Horse Feed
FireExtinguisherServicing
MonorStable Expenses
PATSTesting
Saddle/Equipment
RugPurchase&Cleaning Ceaning
Fife Council RidingLicence
Training
Electricity CostsBalcormo
Transport Support
Fencing
Project Costs/Maintenance
IT
Garden Maintenance
Marketing/New Logo~&Name
Rosettes
HorseWelfare
Horse Retrival
Float
PPE/InstructorWorkwear
PettyCash
RDAClothing NewLogo
Printing/Stationery
Miscellaneous
Mobile Contact
Lease Review
PVGs		 2025
£23,000.40
£9,520.00
£76.50
£6,478.66
£41,488.75
£3,490.56
£118.20
£1,091.00
£410.00
£1,736.00
£20.00
£3,933.53
£1,950.00
£247.80
£0.00
£34.20
£2.033.71
£0.00
£543.00
£252.00
£0.00
£600.00
£0.00
£14,683.77
£1,904.99
£0.00
£0.00
£0.00
£3,214.60
£0.00
£100.00
£847.17
£1,415.00
£1,838.50
£725.30
£1,864.41
£63.00
£2,496.00
£40.00		 £126,217.05 2024
£23,250.44
£10,000.00
£639.48
£5,871.82
£35,232.46
£3,169.43
£85.50
£0.00
£0.00
£1,320.00
£20.00
£4,175.27
£1,344.87
£234.00
£1,040.00
£34.20
£1,652.30
£288.84
£518.00
£240.00
£186.07
£605.00
£554.89
£5,366.53
£199.73
£302.88
£1,174.10
£120.00
£1,213.91
£241.74
£100.00
£1,124.65
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
£59.00		 £100,365.11
Sianed Date iS
{2\<0'25
Signed Date 29 (112 :
Signed Date IS2
Qo2zkS

Surplus/Defecit for Year Add Balances Carried Forward £589 296.87 £654,274.41 Surplus as at 31/07/24 £550,911.63 £589,296.87 REPRESENTEDBY Bank Accounts/Investment £550,911.63 £589,296.87 Less cheque not presented £0.00 RDA ins & Mem £550,911.63 £588,583.87 Reserves £100,000.00 £60,000.00 Availables Funds £450,911.63 £528,583.87 £550,911.63 £588,583.87 Other Assests - Portakabin £600.00 £700.00 £600.00 £700.00

Signed Signed Signed

Date Date | Date {

Note 1: Donations
Murray Library
JSpens Executry
Cannongate School
E Rolland
Saints & Sinners
Pilkington Trust
Peak Scientific
S Grist
J Freel
Lang Foundation
Spirirt Energy
Vintage Agricultural Machiery/Tractors
LilyMason Funeral Collection
E & BGroenveld
H Knowles
AM Dalglish
R Morrison
S&A Clunie
AndyScott
Esso/Exxon Mobil
Cash Donations
Largo Yappers & Yarners
FifeAgriculturalShow
St Leonards Parents
JustGiving
East Fife Bridge League
StAndrewsHighlandGames
BiFab
StAndrews University
MFerguson Funeral Donations
DetectingScotland
Point to Point
PupilSuport
Easter Raffle
Lundin GolfClub
Lundin Links Ladies GolfCoffe Morning
M&M Henretty
J Houmand Funeral! Donations
StAndrews Ladies Golf
Lundn Links Big Picnic
Childrens Aid
DairsieCommunity Singers		 General
£400.00
£25,000.00
£432.50
£350.50
£1,250.00
£5,000.00
£2,000.00
£60.00
£120.00
£2,000.00
£0.00
£400.00
£0.00
£120.00
£120.00
£0.00
£120.00
£0.00
£1,200.00
£0.00
£96.00
£100.00
£900.00
£635.00
£260.37
£0.00
£262.30
£0.00
£0.00
£0.00
£0.00
£124.60
£381.50
£0.00
£140.00
£140.00
£50.00
£300.00
£250.00
£243.00
£2,000.00
£350.00		 Restricted General
£0.00
£0.00
£0.00
£0.00
£1,250.00
£0.00
£2,000.00
£60.00
£120.00
£747.50
£400.00
£870.00
£120.00
£120.00
£30.00
£120.00
£70.00
£1,200.00
£500.00
£0.00
£0.00
£750.00
£0.00
£694.17
£400.00
£0.00
£400.00
£152.91
£100.00
£0.00
£0.00
£447.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00		 Restricted
£2,000.00
£1,500.00
£44,805.77 £44,805.77 £10,551.58 £3,500.00 £14,051.58
Riders Donations £6,831.50 £4,455.01
Donations for Riding
Lang Foundation
Cannongate School
HyndheadSchool
SpiritEnergy
Kilmaron School
AnstrutherPrimarySchool
Childrens Aid
Grant Mitchell
Fife Council		 £2,000.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
£945.00
£2,945.00		 £2,945.00 £0.00
£346.50
£280.00
£240.00
£310.00
£280.00
£2,000.00
£160.00
£390.00
£4,006.50		 £4,006.50
Total Donations/Grants £22,513.09
Signed Date is
Signed Date Balilze
Signed Date IS
12[2228

Note 2: Fund Raising

Note 2: Fund Raising
Can Collections
SUMUP
RugSale
Big Picnic Lundin Links
Sausage Sizzle
Lago arts Fair
FifeShow
coffeeMorning
CardSales
DollSale		 £1,096.68
£0.00
£160.00
£434.62
£129.60
£520.94
£430.05
£68.81
£69.79
£15.00
£2,925.49		 £2,925.49 £881.59
£96.35
£443.00
£131.64
£0.00
£0.00
£663.75
£0.00
£0.00
£35.00		 £2,251.33
Note 3: Other Income
HMRC Gift Aid
Royal Bank Compensation
Float
RDATraining Funding
Refunds ofDonations
Horse Sale
Sale ofClothing NewRDALogo		 £885.23
£0.00
£100.00
£0.00
£403.65
£6,500.00
£748.45		 £8,637.33 £526.10
£400.00
£50.00
£256.60
£0.00
£0.00
£368.00		 £1,600.70
BankInterest/Dividends £21,686.72 £9,022.45

Treasurer - Judith Darnell

AuditorRetired SeniorNancy BankRobertson Official Chair - Mark Richardson

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Signed Date (S02—145 202>oo ae
Signed Date 2G [2 ko:
Signed Date 1S | 12/ QOS
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