Annual Report year ending 31[st] August 2024 Page 1 of 22
ANNUAL REPORT & FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2024
CONTENTS
Trustees’ Annual Report .................................................................................................................3 - 16 Independent Examiner’s Report .....................................................................................................16 Statement of Receipts & Payments .................................................................................................17 Statement of Balances....................................................................................................................... 18 Notes to the Financial Statements ..............................................................................................19-22
Annual Report year ending 31[st] August 2024 Page 2 of 22
TRUSTEES’ ANNUAL REPORT
FOR THE YEAR ENDED 31 AUGUST 2024
The trustees are pleased to present their report and financial statements together with the independent examiner’s report for the year ended 31 August 2024.
REFERENCE AND ADMINISTRATIVE DETAILS
Charity Name Equi-Power Central Scotland RDA SCIO Charity No. SC045949
Website Address www.equi-power.org
Bankers CAF Bank Ltd
25 Kings Hill Avenue West Mailing Kent ME19 4JQ
STRUCTURE GOVERNANCE AND MANAGEMENT
Governing Document
Equi-Power Central Scotland RDA SCIO is a Scottish Charitable Incorporated Organisation (SCIO) that was established on 18th June 2015 and registered with the Office of the Scottish Charity Regulator (OSCR) charity no SC045949 on 31st August 2015. The SCIO is governed by its constitution.
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TRUSTEES’ ANNUAL REPORT
FOR THE YEAR ENDED 31 AUGUST 2024
Appointment of Trustees
The organisation structure consists of its;
MEMBERS - who have the right to attend members' meetings (including any annual general meeting) and have important powers under the constitution; in particular, the members appoint people to serve on the board and take decisions on changes to the constitution itself.
BOARD - who hold regular meetings and generally control the activities of the organisation; for example, the board is responsible for monitoring and controlling the financial position of the organisation.
Risk Assessment
Equi-Power trustees regularly review the risks to which the charity could be exposed and consider that they have the correct policies and procedures in place to mitigate this risk. The charity holds insurance which is reviewed on an annual basis. The Health & Safety of the beneficiaries is a priority in within the organisation and where required any adult helpers undertaking regulated work must be members of the Protection of Vulnerable Groups (“PVG”) Scheme operated by Disclosure Scotland.
OBJECTS & ACTIVITIES
The organisation's purpose is to promote the objects of the Riding for the Disabled Association incorporating Carriage Driving (Company No 5010395) a charity registered under Charity Number SC039473 ("the Company") by providing disabled people with the opportunity to ride and/or to carriage drive to benefit their health and wellbeing in the Central Scotland area.
The provision of recreational facilities, or the organisation of recreational activities, with the object of improving the conditions of life for the persons for whom the facilities or activities are primarily intended, the relief of those in need by reason of age, ill health, disability, financial hardship or other disadvantage.
ACHIEVEMENTS & PERFORMANCE
Horsepower and Coaches
Four horses, Dana, Laddie, Hugo and Angel provided horse riding, equestrian vaulting, equine assisted learning, family services, horse care and dementia services during the financial year.
Coaches (Advanced RDA coach), (Advanced RDA coach), (RDA coach), (RDA coach), (RDA County Coach), (RDA Coach) and (Assistant RDA coach) and Activity Leaders provided riding, equestrian vaulting, equine facilitated learning, horse care, family sessions and Tea with a Pony (dementia) sessions during the reporting period.
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Internal Processes
The charity is managed by a full-time employed Service Manager. The Charity maintained its stable selfemployed team of a part-time administrative assistant, part-time bookkeeper, part-time revenue fundraiser and part-time coaching team during the accounting period, with the coaching and activity leader team growing to support demand for services. Horses were kept on livery at Glendale Livery (Stirling Council area) which is central to participants and volunteers from Stirlingshire, Clackmannanshire and Falkirk Council areas.
The charity is supported by 8 trustees, whose experience includes senior HR, accounting, RDA, business management, equine welfare, professional social work and IT expertise.
The organisation continued to adopt a balanced scorecard approach to monitor key outputs and offers University students undergraduate and postgraduate placements to support activities.
Stakeholder Engagement
159 participants with disabilities and additional support needs were active in horse riding, vaulting, equine assisted learning, equine facilitated learning, dementia support activities and creative equine related activities during the period.
From September 23 to August 24 Equi-Power delivered 56 group vaulting sessions to 41 participants with disabilities/additional support needs, 103 group and individual horse care sessions to 59 participants, including 7 regular attendees with alcohol related dementia, and 196 riding lessons to 33 participants. These figures include pupils attending from 6 High Schools’ special educational units, who brought 36 young people for 4-week blocks of educational horse care activities; and pupils attending from 4 local Primary Schools’ specialist educational provisions, who brought 22 Children for 4-week blocks of equestrian vaulting.
3 young people accessed mental health support through equine facilitated learning, and 3 individuals attended Tea with a Pony sessions in summer 2024. 23 children with profound and complex disabilities accessed our family days with 13 young carers also benefitting from and participating in activities. 40 RDA accredited awards were achieved including Introduction to Vaulting, Horse Care levels One to Four, Riding levels One to Four and RDA Endeavour awards.
Services were supported by 49 sessional volunteers, who donated 1,721 hours of volunteering time, supporting a range of activities including equestrian vaulting, riding, horse care, dementia and equine assisted learning sessions. A further 21 volunteers supported the charity in a professional capacity, engaging in fundraising, governance, promotional and capital project activities. 24 Duke of Edinburgh or Saltire Awards were earned by our young volunteers.
The charity’s participant panel met quarterly, engaging with volunteers, parents, carers and participants seeking feedback and ideas. These views are fed directly to trustees and management via the Participant Panel Representative.
Equi-Power volunteers and representatives attended training including Child and Adult Protection training, First Aid, Equine First Aid, Equine Biosecurity, Emotional Labour in Coaching, Working with Pathological Demand Avoidance, Equine Obesity, Essential Trustee training, RDA Showjumping training, Charity Law Changes, PVG training and Volunteer Induction training.
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Volunteers, staff and participants supported fundraising through our annual Ceilidh, by walking the Kilt Walk, by taking a stall to Pony Club events and the Stirling Agricultural Show and by raffling a signed Scotland Team rugby shirt. Charity representatives also attended a local Youth Philanthropy Initiative fair.
Participants attended 4 Scottish Equestrian Vaulting competitions, the West and Central Regional dressage qualifiers, the RDA Scottish dressage championships and the charity ran 2 inclusive shows. Five Participants took part in RDA UK’s Virtual National Championships.
The charity maintained memberships with British Equestrian Vaulting, Club Sport Stirling, Forth Valley Disability Sport, Horse Scotland, Sported, Scottish Council for Voluntary Organisations, the Riding for the Disabled Association (RDA) and Horses in Therapy International (HETI). The Charity remains an approved provider for Stirling Council’s Social Inclusion Framework and continues to work with school, local authority, local charity, care home and self-referrals.
Financial Management
Efforts were made during the period to minimise costs and optimise grant funding opportunities. This included retaining the services of a self-employed revenue fundraiser for three days per month, with incoming funding enabling financial planning for operational costs and consistent staffing. The Trustees acknowledge effective fundraising throughout the accounting period means that the charity finished the year in a stable financial position.
KEY ACHIEVEMENTS FROM SEPTEMBER 2023 TO AUGUST 2024
Participant Successes: Riding.
42 Equi-Power (EP) riders progressed their therapeutic and competitive riding journeys in 2023/2024. All regular riders were offered the opportunity to take part in our accessible home-based Countryside Challenge and dressage competitions. In October 2023, EP riders Skye and Liam became RDA Scottish Dressage Champions in their ability classes at the RDA Scottish Dressage Championships, following this with wins in the Muirfield Virtual Dressage competition in November and taking 3[rd] and 4[th] places respectively in RDA UK’s Virtual National Championships. Two further EP riders took 4[th] and 7[th] places respectively in their dressage classes in the Virtual National Championships. Our Countryside Challenge riders achieved two 1[sts] and a 2[nd] in Muirfield’s virtual competition, and came 4[th] , 6[th] , 14[th] and 17[th] respectively in RDA’s Virtual National Championships. Liam made a strong start to 2024 by taking 3[rd] place in the RDA’s May regional Dressage qualifiers, with taking the overall Countryside Challenge highest score and participant achieving participation awards.
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“Horse riding maintains my range of movement and helps me build my muscles. It improves my balance, coordination and core strength ”
“Riding at Equi-Power has given something to my kid they lost whilst fighting Cancer, and that is the belief in themself, confidence and self-esteem and the drive to chase their dreams. Forever grateful!”
Participant Successes: Equestrian Vaulting.
The Equi-Power Equestrian Vaulting Team enjoyed an outstanding year of competitive success in Scottish Equestrian Vaulting and RDA national competitions. Team members, including young people living with cerebral palsy, autism, dwarfism and developmental trauma are 2023 Scottish National Para Champions in their age groups and RDA UK National Champions in Individual and Pas de Deux (pairs) vaulting. Our at home coached summer vaulting show offered an inclusive experience to all our regular young vaulters, with a visiting judge giving constructive feedback to support them in enjoying and progressing their competitive journeys. Meanwhile their parents enjoyed informal peer support and respite time during sessions. Our members hope to retain their national titles in the Scottish Championships in September 2024.
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“Equi-Power has given her opportunities like no other, performing at the Royal Highland show, appearing on several TV news specials and campaigns and competing and winning at many competitions. All that has unknowingly helped her confidence in having dwarfism overall”
“One of the huge extra benefits to my son attending Equi-Power is that it brings together parents in similar situations. While our children are vaulting, we have time to chat and share experiences. Between us we have solved issues with school, medication, assessments, social services, and all manner of other issues. The opportunity to do this while our children are happily occupied with their own therapeutic activities is incredibly valuable”
Therapeutic Services: Dementia Support.
Equi-Power hosted a regular horse care and social group for individuals with alcohol related dementia throughout 2023/2024. Attendees benefit from increased activity levels, a wider social circle, structure to their week and improved mood and physical wellbeing. The charity also hosted Tea with a Pony sessions. These sessions offer individuals with dementia and age-related disabilities the chance to enjoy intergenerational engagement with riders in our sessions, a social lunch and to spend one to one time with our ponies. Time spent outdoors and with our horses allows individuals with profound dementia to engage in purposeful activity, improves mood and reduces agitation, supporting participants in enjoying purposeful time and sharing memories with carers and loved ones.
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“One resident with very short-term memory was frequently agitated, argumentative, and unhappy about being in residential care. It was difficult for staff to find a 'way in' with her until she attended the horse care group. From the very first session her low mood improved, and her agitation lessened around the horse care sessions. She opened up and talked about her younger days and her experiences with horses, which enabled staff to find a positive seam of communication with which they could build a positive relationship with this lady which enabled trust to grow”
“We see increased concentration in our residents, and ability to focus for longer periods, enhanced conversation in residents who are usually quiet”
Therapeutic Services: Family Days and Ride and Play sessions.
Equi-Power identified a need expressed by families of children with a complex disability for activities that their disabled and non-disabled children can enjoy together. Siblings of disabled children often become young carers, and families often have to split themselves between activities for their disabled and nondisabled children. Equi-Power piloted an extended ‘family session’ activity in Easter 2024, for families where a child has a profound, complex or life limiting disability. Alongside activities with our horses, we created sensory and physical play stables, offered an Easter Egg hunt, crafts, refreshments and facepainting to be enjoyed by all ages and abilities. The format was such a success that it has become an ongoing part of our school holiday provision. 34 children with profound disabilities and 13 siblings in 2024 enjoyed these sessions which made memories for families and provided respite and a means for parents to connect with each other.
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“I just wanted to say HUGE THANKYOU for today’s Equi-power event. It was amazing. The girls and I had a fab time, so much so they didn’t want to leave. It’s hard for us to join events as a family, today just allowed us all to be together and have fun. You met all our needs as a family”.
“Thank you for the lovely wee session yesterday, it was just great. It sounds silly, but it was L’s first time close up to horses, and he wasn't afraid to touch them, his first ever face paint, and his first ever egg hunt, the face paint was small as that was all he'd tolerate, and we sort of joined the egg hunt half way, but it really was great!”
Services to schools:
Equi-Power worked with ten schools (special educational units) during the year. Primary school aged children engaged in equestrian vaulting, enjoying being physically active, strong, balanced and learning to follow instructions and work in small groups and pairs.
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“The positive interaction and impact between an autistic pupil and a horse cannot be measured”
“Speaking to the other vaulters has improved my confidence in my ability to speak to other children”
High schoolers came and learned practical horse care and stable management skills, earning their RDA Horse Care Level awards, improving their physical skills, learning to work safely together, problem solving and experiencing the calming sensory nature of our horses. Members of our adult horse care club enjoyed caring for our horses, being physically active and making friends in a supportive social environment.
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"A fantastic experience thot our pupils would not normolly be able to occess. Allowing them to experience time with animals. building confidence. listening skills ondfollowing instrurtions" Creatlve Opportunltles. Equi-Power participants with creative flair took opwrtunities to shine at both the RDA regional and national championships, with participanq winning the RDA senior creative writing sertion with their poem Wonky Donkey, coming 2 in the National senior photography competrtion and Logan comine 5 in the junior collage section. CelebratSn8 Volunteerln8. Of our 70 volunteers, our 49 sessional volunteers donated 1,721 hours of volunteering time, with 297 hours of support provided by 11 volunteers who have disabilrties themselves. 22 Duke of Edinburgh or Saltire Awards were earned by volunteers, including some 2C(J-hour awards for long5tandin8 volunteersl 100% of our volunteers agreed that volunteering benefited their mental health and wellbein8. Volunteer coachWI was runner up in Artive Stirling's Coach of the Year Awards 2024. Annual Report year ending 31 August 2024 Pagp 12 of 22
Our volunteers love:
“Being able to give something back” “Seeing others benefitting from what I do”
“Working as part of a team, supporting everyone” “The accomplishments participants achieve”
“Meeting other people. “Making friends with other volunteers and having a reason to leave home”
Fundraising and Publicity.
Equi-Power staff, volunteers and the wider community were active in fundraising for the charity during the accounting period. A successful fundraising ceilidh was a great kick start to 2024 and our intrepid Kilt walkers did the charity proud. Charity representatives went out and about to agricultural and pony club events including the Kinross Show, Stirling Show and Pick a Fence with our information boards and 2[nd] hand equestrian sales stand.
Charity Awards.
Equi-Power’s impact was recognised when the charity was shortlisted for a number of awards in 2024. In June, the charity was delighted to receive recognition via the ‘Community Impact of the Year’ award at Active Stirling’s inaugural awards night. This was followed by a final shortlisting for the SCVO’s Scottish Small Charity of the Year in June and winning Central FM’s Community Group of the Year!
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Progre55 towards the bulld of a new RDA Centre of Excellence In Stlrllng. The publication of the Scottish Governmenys National Planning Framework 4 INPF41 coincided with the submission of Equi-Powerf5 planning application for a purpose-built RDA and community centre at Kildean. Stirling. NPF4 changed policy recommendations relating to what can be constructed on sites designated as 'flood plain,. It has had a profound impact on projerts Scotland wide and under NPF4, SEPA declined to endorse Equi-Power's planning application. Despite extensive political intervention and technical support, SEPA maintained their stance and Stirling Council officials stated that they would follow SEPA recommendations. Trustees are rescoping for an alternative site. With over Ic families on Equi-Power's waiting list. demand for a purpose-built facility has never been stronger. Annual Report year ending 31 August 2024 Pagp 14 of 22
TRUSTEES’ ANNUAL REPORT FOR THE YEAR ENDED 31ST AUGUST 2024
Overview: The trustees are delighted that the total funds raised in this financial year were £107,941 (2023: £139,667), with the main source of income this year being grant funding, fundraising and participant fees. The trustees extend grateful thanks to the Douglas Arter Foundation, Essentia Foundation, Harbinson Charitable Trust, Hugh Fraser Foundation, Kingdom Housing Association - Community Initiative Fund, Robert Haldane Smith Charitable Foundation, Stirling Community Mental Health + Wellbeing Fund (Scottish Government Fund), The Basil Death Trust, The Inchrye Trust, The JTH Charitable Trust, The National Lottery Community Fund - Awards for All, The Pettigrew Charitable Trust, The Sheldon Trust, The Souter Charitable Trust, The Stafford Trust, The Sylvia Aitken Charitable Trust, The Walker-Shoolbraid Charitable Trust and WCH Trust for Children for supporting the work of the charity in 2023/24
Total expenditure for the year was £114,405 (2023 £122,974) with the main costs being staffing and horse care.
Donated Facilities & Services
The charity has been in receipt of various pieces of horse related equipment during the period, and pro-bono independent legal and architectural support.
Investment Policy
The Trustees are aware of their responsibilities to safeguarding the charity's assets. They regularly consider the various factors that can affect funds and savings. The trustees have the power to invest funds in the best interest of the charity. The trustees believe that investing in a property would be a suitable vehicle for the charity to have regular income.
Reserves Policy
The Trustees have set the reserves policy to cover 4 months staffing and running costs. At the end of the year the charity had net assets of £106,944 (2023 £113,407). This comprised restricted funds of £ £58,570 (2023 £69,681) and unrestricted funds of £32,332 (2023 £43,721). The Trustees have reviewed the designation of funds and it remains at £16,041 (2023 £16,041) as follows: £5,000 emergency vet bills, £8,041 capital project, £3,000 new horse purchase in 2025. Reserves Policy of 4 months expenditure is £30,000. The Trustees are happy that the Reserves Policy set is met.
If unrestricted reserves are forecast to decrease, the Board will review budgets and financial forecasts and take necessary measures to reduce expenditure or increase income.
FUTURE PLANS
The charity aspires to move from shared rental premises to its own permanent, purpose-built home.
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APPROVAL
This report was approved by the trustees on 25[th] March 2025 and signed on their behalf by:
INDEPENDENT EXAMINER’S REPORT FOR YEAR ENDED 31 AUGUCT 2024
Independent Examiner's Report to the Trustees of Equi-Power Central Scotland RDA SCIO
I report on the accounts of the charity for the year ended 31 August 2024, which are set out on pages 17 to 22.
Respective responsibilities of Trustees and Examiner
The charity’s trustees are responsible for the preparation of the accounts in accordance with the terms of the Charities and Trustee Investment (Scotland) Act 2005 ("the 2005 Act") and the Charities Accounts (Scotland) Regulations 2006 (as amended) ("the 2006 Regulations"). The trustees consider that the audit requirement of Regulation (10)(1)(d) of the 2006 Regulations does not apply. It is my responsibility to examine the accounts under section (44)(1)(c) of the 2005 Act and to state whether particular matters have come to my attention.
Basis of Independent Examiner's Statement
My examination is carried out in accordance with Regulation 11 of the 2006 Regulations. An examination includes a review of the 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, and consequently I do not express an audit opinion on the view given by the accounts.
Independent Examiner's Statement
In connection with my examination, no matter came to my attention:-
-
which gives me reasonable cause to believe that in any material respect, the requirements
-
to keep accounting records in accordance with section 44(1)(a) of the 2005 Act and Regulation 4 of the
2006 Regulations, and
• to prepare accounts which accord with the accounting records and comply with Regulation 9 of the 2006 Regulations have
not been met, or
- to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
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STATEMENT OF RECEIPTS & PAYMENTS FOR THE YEAR ENDED 31[ST] AUGUST 2024
| Income Participants Income Donations Grants Fundraising Crowdfunder Gift Aid received Other Income Payments Fundraising Costs Charitable activity Governance Costs Accounts Preparation Independent Exam'n Surplus/(Deficit) for year |
Service Provision Capital Project Unrestricted Restricted Designated Restricted Total Total Funds Funds Funds Funds 2024 2023 17,897 17,897 13,284 7,189 485 7,674 8,460 75,222 75,222 109,313 4,051 4,051 5,638 877 877 2,782 923 757 1,680 - 540 540 190 |
|---|---|
| 30,600 75,222 0 2,119 107,941 139,667 |
|
| Service Provision Capital Project Unrestricted Restricted Designated Restricted Total Total Funds Funds Funds Funds 2024 2023 1,010 4,497 5,507 5,302 24,943 76,011 7,944 108,898 117,672 |
|
| 25,953 80,508 0 7,944 114,405 122,974 |
|
| 4,647 (5,286) 0 (5,825) (6,464) 16,693 |
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STATEMENT OF BALANCES FOR THE YEAR ENDED 31 AUGUST 2024 Unrestrlcted Funds Deslgnated Funds R8strlct Funds Total 2024 Bank and Cash Cash at Bank Cash in Hand 32.333 16.041 58.570 106,944 32,333 16,041 58,570 106,944 Other A¢t$. Horse- Oana Horse - Laddie Horse - Angel Horse- Hugo Saddlery & Tack Trail•r Equiprnont 2023124 £1,51XI £1,500 £3,500 £9,000 £8,0(Kl £5,tsXI These accounts were approved by the trustees on 25 March 2025 and signed on their behalf bv.. Annual Report year ending 31 August 2024 Pagp 18 of 22
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 AUGUST 2024
1 . Basis of Preparation
These accounts have been prepared on the receipts & payments basis in accordance with:
-
(a) The Charities and Trustee Investment (Scotland) Act 2005
-
(b) The Charities Accounts (Scotland) Regulations 2006 (as amended)
There have been no changes to the basis of preparation or to the previous year’s accounts.
2. Fund Accounting
(a) Unrestricted funds are those that can be expended at the discretion of the trustees in the furtherance of the objects of the charity.
- (b) Designated funds are unrestricted funds that the trustees have set aside for particular purposes.
The designation is administrative only and does not restrict the trustees’ ability to apply the fund(c) Restricted funds
are those that may only be used for specific purposes. Restrictions arise when specified by the donor, or when funds are raised for specific purposes.
- (d) The purposes of the funds are shown in Note 8.
3. Taxation
-
(a) The charity is not liable to income tax or capital gains tax on its charitable activities.
-
(b) The charity is not registered for VAT; thus, all costs are shown inclusive of VAT charged.
4. Transactions with trustees and related parties
-
(a) No remuneration was paid to trustees or any persons connected with them during the year
-
(2024: £Nil).
-
(b) No travelling expenses were reimbursed to any trustees
(2024: £Nil)
5. Analysis of Grants Received
| Grants Received | Income c/f 22/23 |
Income 23/24 |
Expenditure 23/24 |
Balance | |
|---|---|---|---|---|---|
| Adapt & Thrive | Staff | £739 | £739 | £0 | |
| Miss Isabel Harvey CT | Horse | £2,000 | £2,000 | £0 | |
| National Lottery – Chance to | |||||
| Succeed | Equipment & PPE | £108 | £108 | £0 |
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| Falkirk School | |||||
|---|---|---|---|---|---|
| Falkirk Community Choices | Sessions | £1,338 | £1,338 | £0 | |
| Volunteer | |||||
| Coop Community Fund | Coordinator | £326 | £326 | £0 | |
| Uniforms/Volunteer | |||||
| Stirling Community Lottery | Exp | £196 | £196 | £0 | |
| Kingdom Housing Association | Horse | £500 | £500 | £0 | |
| Stirling and BofA Round Table | Uniforms | £165 | £165 | £0 | |
| Kilpatrick Fraser CT | Horse | £2,500 | £2,500 | £0 | |
| Robert Haldane Smith CF | Volunteer Expenses | £748 | £322 | £426 | |
| Sylvia Waddilove Foundation | Horse | £3,000 | £3,000 | £0 | |
| The Prince of Wales Charitable | Volunteer | ||||
| Fund | Coordinator | £517 | £517 | £0 | |
| The Gannochy Trust Year 1 | Manager | £8,802 | £8,802 | £0 | |
| The Geoff & Fiona Squire | |||||
| Foundation | Capital | £495 | |||
| The Walker-Shoolbraid CT | Dementia Services | £922 | £922 | £0 | |
| M&G Prudential Community | |||||
| Fund | Volunteer Expenses | £2,355 | £1,252 | £1,103 | |
| Western Recreation Trust | Horse | £1,000 | £536 | £464 | |
| RDA W&CS Blair Group | Livery | £51 | £51 | £0 | |
| The February Foundation | Core Costs | £2,307 | £2,307 | £0 | |
| Robert Barr's Charitable Trust | Capital | £10,000 | |||
| The Sylvia Aitken CT | Coaching | £645 | £645 | £0 | |
| The Agnes Hunter Trust | Core Costs | £8,918 | £8,918 | £0 | |
| Stirling Council – Community | Supported | ||||
| Grant | Volunteering | £500 | £500 | £0 | |
| Volunteer | |||||
| The Nineveh Charitable Trust | Exp/Training | £2,000 | £1,629 | £371 | |
| Scottish Children's Lottery | Core Costs | £5,000 | £5,000 | £0 | |
| RDA UK H4H | Equipment | £250 | £250 | £0 | |
| The Basil Death Trust | Admin | £3,000 | £1,778 | £1,222 | |
| Robertson Trust Year 2 | Manager | £9,000 | £9,000 | £0 | |
| The National Lottery | |||||
| Community Fund - Awards for | |||||
| All | Various | £8,000 | £5,800 | £2,200 | |
| The Sheldon Trust | Manager | £5,000 | £5,000 | £0 | |
| Robert Haldane Smith CF | Coaching/Livery | £2,000 | £100 | £1,900 | |
| Communities Mental Health & | |||||
| Wellbeing Fund | Various | £10,000 | £5,500 | £4,500 | |
| The Sylvia Aitken CT | Core Costs | £2,000 | £296 | £1,704 | |
| WCH Trust for Children | Equipment | £2,000 | £471 | £1,529 | |
| Essentia Foundation | Coaching/Horse Care | £3,000 | £624 | £2,376 | |
| Kingdom Housing Association | Horse | £500 | £184 | £316 | |
| The Gannochy Trust Year 2 | Manager | £15,292 | £5,666 | £9,626 | |
| The Stafford Trust | Manager/Livery | £5,000 | £720 | £4,280 | |
| The Inchrye Trust | Coaching | £500 | £0 | £500 | |
| Harbinson Charitable Trust | Coaching | £200 | £0 | £200 | |
| The Walker-Shoolbraid CT | Horse | £2,000 | £2,000 | £0 | |
| The Souter Charitable Trust | Horse | £3,000 | £0 | £3,000 | |
| The Pettigrew Charitable Trust | Core Costs | £1,000 | £450 | £550 | |
| Douglas Arter Foundation | Competition Fees | £500 | £395 | £105 | |
| Hugh Fraser Foundation | Competitions Costs | £2,730 | £0 | £2,730 | |
| The JTH Charitable Trust | Livery | £500 | £0 | £500 | |
| £55,382 | £75,222 | £80,507 | £39,602 |
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6. Analysis of Payments
| .Analysis of Payments | ||
|---|---|---|
| Professional Fees Staff Costs Coaching Costs Horse Care Livery Capital Project Expenses Equipment Pubs and Subs Training Volunteer Exp & Training Horse (inc tack & costs) Annual Costs Post, Printing & Stationery Bank Charges Fundraising Costs Platform Fees (fundraising) Fundraiser Costs Platform Fees (services) Platform Fees (capital) |
Unrestricted Designated Restricted Total Funds Funds Funds 2024 £ £ £ £ 0 40,657 40,657 6,633 6,633 12,130 12,130 7,563 10,717 18,280 7,920 7,920 912 540 1,452 397 5,798 6,195 0 1,441 1441 10,225 10,225 3,521 3,521 60 60 835 835 175 175 4,497 4,497 360 360 24 24 |
Unrestricted Designated Restricted Total Funds Funds Funds 2023 £ £ £ £ 521 395 916 442 36,308 36,750 9,813 9,813 5,955 436 6,391 4,225 13,100 17,325 5,807 30,338 36,145 4,456 4,456 445 2,141 2,586 2,374 786 3,160 70 70 60 60 |
| 25,953 - 88,452 114,405 14,022 5,807 97,843 117,672 |
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7. Movement of Funds
| Unrestricted | Designated | Designated | Restricted | Total | |
|---|---|---|---|---|---|
| Funds | Funds | Funds | Funds | 2024 | |
| (Services) | (Cap Proj) | ||||
| Funds Reconciliation | |||||
| Balance as at 31 August 2023 | 27,686 | 8000 | 8041 | 69,681 | 97,367 |
| Surplus/(Deficit) for year | 4,647 | (11,111) | (6,464) | ||
| Balance as at 31 August 2024 | 32,333 | 8,000 | 8,041 | 58,570 | 106,944 |
8. Purpose of Funds
Unrestricted funds can be expended at the discretion of the trustees in furtherance of the objects of the charity.
Restricted funds can be spent as per analysis of grants received.
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