31 M•rth 2024
The H•v•n At Vaniuard Contents P•8eS Independent Examiner's Report Statement of Flftondal Aciivliles Summary Income ?Dd Expendlture Atcount Balance Sheet Notes to the Accounts 6t09 Pa8e I
The Havon At V•n8u•rd Ind•p•nd•nt Ex•minqvs Aeport Ind•pendtnt Eumin•rfs R•port to thè trust•es of The H•v•Tr At VIKd I report on th financlal stateftnts of Th• Hav•n AtV8uard for theyear ended 31 March 2024 whl¢h (ornpre the Ststement of Fln•no•l Adivities, the mMary Income and ExpÈndltur A¢¢oun( the Balance Sheet and the related [te$. R•sp•rtl¥• l$sbIlItI•$ of trust••s and •MmlrbW The charity's trustees are responstble for the pieparation of the f4n4noal statements in accordan wlth the terms of the Charltles and Trustee Investment (Scotlandl Act 25 ané the Char1¢$ Accounts Iscotlandl Regulatlons 2C(614s amendedl. The charity trLtstees ¢onsler that the Judit Tequirernent ol Regulation iotli lal to Icl of the 21))6 Accounts Regulatlons does notapth. Itis my responsibility to eKamlne the iCLzunts as required under settlon 44111 Icl ol Art and to state whether Pacular matters have com•to my atteAtion. B•$15 01 Independ•nt •x•mln•r¥ rert My •x•minatson was carri•d out in aecord•nc• wrth Regulation 11 of the 2()6 Accounts Reiulatlons. ex•mlMtlon Indudes a revlew of the ac¢ountln8 recorth kept by the charbty and a comparLson of the nanclal statemenis wesented Wbth those records. It atso Indudes considerat1c of any unusual Items or élsclosures In finan¢l•l statements, ènd seeks explandons frorn the trustees ¢)nornlnK any su(h matters. The pro¢edures undertaken do not prowde all the e¥ldtnco that would be requlred Ir an audlL and conseryjentty I do not•Kpress an iuat opinion on the View 8N•n by the •ccounts. Indw>•nd•nt •M•mlnqr's st•t•ffl•nl Irb conne¢tlon with my exirninatlon. no matter has ctrme to ittentlon.. 111 whleh 8lv•s m• r••sonl• caus• to bdlav• that In •ny m•t•rl•l r•sp•¢t th• r•qulr•ments.' to keep accountin8 records kn Kcofdance with settbDn 4411) (Jl of the 2005 Aci and Re8ulatbon 4 of the 2C¢J6 Accounts Reiulaiions • to preyre financlal statements whlth •¢cord wlth the •ccountlry reLrrds, comptywlth fte8ulatlon 8 of the 2CQ6 Accounts Regulations have not been rn*t'. or 121 to which, In my oplnlon, •ttention should be drawn Inorderto enable a pr¢per under5tandlng ol the linèncial statements to be reathed. Igits Accoijrtèncy Cn I r 112A Cumbernauld Road Muiihead Glasgow G69 9AA 18 Septembtr 2024 Page 2
Th• H•¥en At V•niu•rd Statement ol Fln•ndal Activities forth•yur •nd•d 31 Mirch 2024 funth Tot•1 funds Total funds 2024 2023 Incom• and •ndowm•nts Don?tions and legacies Charitsble acfjvilles Other 517 517 2.645 21.C 3,384 1,342 30,000 2.645 21.LlJO Tot•1 3,162 24,162 34,726 EXp•ndUr• on: Charitable actitltbes 1,187 I53 5,067 15,885 6,254 17,738 2A05 3A29 Other Tot•1 20,952 23.992 5,834 Net 4•lns on Investments N•t Incom• 122 170 28,892 Tr•nsfrs b¢¢n funds N•t Incom• b•for• oth•r 8•lns111055•J) 122 170 28,892 oth•r ylns •nd l(¥u N•t m0MnI In fvnds 122 170 28,892 R•condl110fv otfvnds: Total funds brouqht forward 2.463 28.570 31,033 2,141 Tot•1 funds caYrl•d forw•rO 2.585 28.618 31,203 31,033 Page 3
The Haven At Van81 Summary Incorne aTrd Expendiwre Accwrt forth•yur •nd•d JI Mirth 2024 Income 24.162 34,726 Gross Inrne for th•y•4r Expenditure 24.162 34.726 23,992 5,834 Tot•1 •xp•ndlturn forth•y••r Nel Income before tax for the year 23.992 5.834 170 28,892 N•t Inwm• lor th•wr 170 28.892 Page 4
Th• Ha¥•n At Vaniu•rd B•lan¢e Sheet It 31 March 2024 Charlty No. 2023 Cvrr•nt 855ets Cash at bank and In hand 3l203 31203 3L203 31,033 31,033 31,033 N•t curr•nt •ss•ts rotsi •ss•ts l•M ¢urY•nt Il•bllltl 31203 31,033 31,033 •xdudiw p•nthn •ss*t Qr liibdlty Totsl n•t•M•ts 3L203 3L203 31.033 Th• funds otth• th•rtty knAtrl<ted ld$ io Restflcted lrtome fund$ 28,618 28,618 28.570 28,570 Unrestrtd•dluTrdi General funds io 2.463 2,463 io Totsl fundi 31.203 31,033 The trustees have preparedthe accounts In XCOfd•rKe wlth seciknn 44 of the Charttles dTtte Investment1Scotlandl Art. Approved bythe board on 18 Septernber 2024 Trustee 18 Septernber 2024 Page 5
The H•¥en At V•n8u•rd Notesto the Accounts for the ye•r end•d 31 Marth 2024 l A¢countlnK polide5 B•si5 of pr•p•r•tian The finantial statements have been prepared In accordance wrth Attountlngand ReF1n6 by Charttles: statement of Recommended Prarti¢e.' Accounting and Reporting by Charities preparin8 their accounts In accordance wtth th Financial Reporting Standard appjlcable in the UK and Republic of Ireland IFRS 1021 IssLTred on 16 July 2014 and the the Finandal Rep)rtlng Standard appllcable In the United Kin8dom and Republic of Ireland IFRS 1021, the Charities and Trustee Investment1Scotlandl Act 2(M)5 and thè Charltles Accounts (Scotlandl Regulatlon$ 2C)6 las amended). Ch•n8o in b•sls of •ccountln8 or to prth4ous accx)unts There has been no change to the accountrng pollties Iv•luallon rules and rnethod of •ccountln8) slnce last y•r and nts changes have been made to accounts for preOu$ yeats. Fund •¢¢ountSrrf Unrestrlrted fvnd5 These are avallable for use at the dlscretlon of the trustees In fvrtherance of the ¥enerJl oblects of the thahty. These are unrestrlrted fvnds e•rmarked by tht trustees for partltular puip05es. These ar• unre51rirted funds which InclLKle • ievaluatlon reserve represen8 th reststemer+t of Investment assets at t1r market valuès. These are avollable for use subject to restrlctlons Imposed ty the domr or Ihfough terms of an appt•l. Desl8nated funds Revaluatlon funds Restrlcted funds IMwm• Reeo8nitlon ot Incomè IncoThrt b5 Included the Statement of Flnantlal ActitIeS ISOFAI when the ch•rlty becoffles entle to. and VIrtual ¢ertsin to receive, the income Jnd the amount of the Income can be me•sured wlth suffitient relbjbllity. Income wlth rl•ted Where income h•s related expndlture Sn¢ome •nd related e¥pendlture Is expendlture reported iross In the SOF Donatlons and le8acles Voluntary Incom recelved by way 018r•nts, donatlons •nd 8fft5 Is InclLNled In the the SOFA when re1vable and onty when the Chadty h•$ unconditlonal entltlemertt to the Income. Tax redalms on Income from tax rttlalms Is Induded In the SOFA at the some tlme a5 the donatlons and 8ffts 8NVdonatlon to whkh It relates. Donated seNlces These ère only Included In Income Iwlth an •qulvalent amount In expendIre) and f?¢llitles wherethe nefft to the ChaTIty is reasonably qu•ntmable. measurable and material. Volunteer help The value of any volunteer help recelved Is not Induded In ttr ac¢ouftts. InsIment In¢ome Thls ts Included In the accounts when reiVb1e. Galnslllossesl on Thbs indudes any 8aln or loss resultlng from revalulwd Investments to market v•lue revaluatlon of ftxed at tht end of the year. a55ets Gèlnslll¢)ssesl on Investment assets This bndudes any galn or loss on the sale of invegments. Pa8e 6
The Haven At V•wu•rd Not•sto the Accounts Expendrlure Recognitlon of expendlture Expenditure Is recognised on an accwals basis. Expenditure includes èny VAT which ¢annot be fully recovered. and i% reported as part of the expenditure to whlch it relate Expenditurè on These comprise the costs assoaated with attractir8 voluntary Income, fundraF51nB raislni funds trading costs and investment management costs. Expendlture on These comprlse the costs Ineurred by the Charlty in the de14very of actithtles and charltable actl¥ltles servits In the fvrtherance of Its oblects. Indudlng the makln8 of 8rants and 81Mrnance costs. All grant expenditure ts accounted for on an acbjal pald basls plus an accrual for grants that have been approved by the trustees at the end of the year but not yet pald. These Include thos• costs assocljted wlth meetln8 the constltutlonal and statutory requlrements of the Chartty. Including any audivlndependent examlnatlon fets. costs linked to the strate8ic mana8ement of the Charity. together wlth a share of other admlnlstratlon Costs. Other expendltuie Th•se are support costs not allocated to a rtICular Ktl¥lty. Grants payable Governance costs T•x•tlon The charlty ts exempt fmm corpor•tion tsx on its ch4Tble •ctltIes. 2 crItabh rt4tus The ChJrlty Is a Scottlsh char•ble In¢orporJted OT8anisatlon ISCIOI. governed by a CotItutIon. S IrKom• from don•tlw •nd l•8•tl UnY•strtrt•d Totsl Total 2024 517 517 3.384 3.384 517 517 4 In¢om• from elwrlt•bh •¢d¥ltl Tot1 2,353 292 2,353 292 1,275 67 2.645 2,645 1,342 5 Oth•rlb)¢om• Tot•1 2024 21, 21.C#XI 21,000 21,0 30.0 Page 7
The Haven At V•nard
Notes to the Accounts
6 Exp•ndltur• on tharlt•bl• •rtlvlt1•5
Totsl
Tot•1
2024
Expenditure on chorltoble
octivitles
1,187
5.067
6,254
2,405
Governonce costs
1.187
5,067
6.254
2,405
7 Oth•r •xp•ndltur•
T
Th• Haven At V•n8uard Notes tothe Accounts 11 Analysis ol r*tass¢ts betw¢¢n fd5 Unr•5trlcttd funds Total Net turrent assets 31,203 31.203 31,203 31.203 12 R•conclll•tlon ol n•t d•bt At31 At i Aprfl 20 M•rth Cash flowi 2024 Cash and ¢ash equl7Alents 31,033 31.033 170 31.203 31,203 170 Net Debt 31,033 170 31,203 Page 9
TRUSTEES ANNUAL REPORT 120;; THE HAVEN AT VAN HORSES HELPING HEROES
THE HAVEN AT VANGUARD I BANK FARM I STRATHAVEN I MLIO 6RH tdo t•rnd N.-rSc0So974
THE HAVEN AT HORSES HEL.
THE HAVEN AT TABLE OF CONTENTS VANGUARD IOR5E5 HELPING HEROES * * * 02. Our Purpose 03. Foreword and Our Promise 04. Strategic Aims 05. KeyAchievements 06. Fundraising and Grants 07. Our Approaches and Methods 08. Partnerships and Collaborations 10. Challenges and Future Plans 12. Financial Review 12. Our Trustees 12. Declaration @The Haven at Vanguard | www.thehavenatvan uard.co.uk 01
TRUSTEES ANNUAL REPORT OUR PURPOSE 120;; OUR PURPOSE AT THE HAVEN ATVANGUARD: is to a&ance health? provide relief to those in need and advance education through the provision of equine facilitated learning. At the heart of our work is the commitment to building confidence resilience and to improve mental health and wellbeing? we achieve this through individual person and family centred activities. We see daily the positive impact that the combination of horses, nature and people who care. This is what drives us, our promise and pledge. Andy and Vicky Founders and Trustees ?? THE HAVEN AT VANGUARD I BANK FARM I STRATHAVEN I MLIO 6RH 02
THE HAVEN AT FOREWORD VANGUARD IOR5E5 HELPING HEROES * * * Greetings from The Haven at Vanguard, a rural oasis near Strathaven where the sky is the limit and possibilities are endless. It is more than just a place. it's a community. a family, and a source of support for all who need it. The team at The Haven at Vanguard are dedicated to providing a warm. welcoming. and supportive environment. where people can relax, reflect, and connect with nature and the horses who live here. For many, a visit to The Haven at Vanguard can be life-changing. @The Haven at Vanguard | www.thehavenatvan uard.co.uk 03
TRUSTEES ANNUAL REPORT STRATEGIC AIMS 120;; Continue to build and sustain The Haven at Vanguard presence in the charitable 5e¢tor
Increase year on year the number of people we work with and increase the impact of our activitiès and programmes on their goals Increasing and building on activities offered post covid19 and during the urrent cost of ITvin8 cri515
Increa5in8 our fundrai5in8 activity and funding applications to develop the environments neèded to provide our high quality person centred equine facilitated learning programmes Continue to build on the governance of the charity to allow for future developments
THE HAVEN AT VANGUARD I BANK FARM I STRATHAVEN I MLIO 6RH 04
KEY ACHIEVEMENTS in 2023 -2024 DESIGNED, DELIVERED AND THE HAVEN AT EVALUATED HORSES HELPING HEROES ** * INDIVIDUAL PEOPLE HAVEATTENDEDAND BENEFITTED FROM OUR 6 EVENTS HELD DURING THE 2023-2024 YEAR. THERE 100 FAMILYMEMBERS, FRIENDSAND HAS BEEN BETWEEN SUPPORTERS 200 WHO HAVEALSO BENEFITTED INDIRECTLY BUILD PARTNERSHIPSAND COLLABORATIONSWITH OTHER CHARITIESAND KEYSTAKEHOLDERS IN SUPPORT OF OUR BESPOKEACTIVITIESAND COURSES. these are Tom Gold - The Treeline ACVC Hub Standeasy Productions Veterans Tribe Scotland Earl of Loudoun Regiment of Foote Darren Adams - Wim HofF Parachute Regiment Association Glasgow and West Cyrenians Method @The Haven at Vanguard | www.thehavenatvan uard.co.uk 05
TRUSTEES ANNUAL REPORT FUNDRAISING and GRANTS 120;; NATIONAL LOTTERY GRANT PARACHUTE REGIMENT GIFTS IN KINDAND GOOD WILL VASLAN GRANT JOINT AND PARTNERSHIP FUNDING THE HAVEN AT VANGUARD I BANK FARM I STRATHAVEN I MLIO 6RH 06
THE HAVEN AT APPROACHES and METHODS VANGUARD IOR5E5 HELPING HEROES * * * We continue to use interaction with horses as the main thrust of our activities which allows our participants and visitors to tap into the uniquely powerful instincts and feelings of the horse. Equine Facilitated Learning type activities In addition to the crafts allow the visitors to engage both mind and body In one visit. We have also used cold water therapy and breathwork classes to give visitors the all important tools with which to cope with day to day living when they are not present. Our feedback reflects that this mixture remains to be both popular an beneficial. @The Haven at Vanguard | www.thehavenatvan uard.co.uk 07
PARTNERSHIPS and COLLABORATIONS WE ARE ALL TOO AWARE THAT EVEN WITH THE BEST OF INTENTIONS WE CAN HAVE A WIDER AND GREATER IMPACT WORKING WITH OTHERS. We aim to build relationships and collaborate to ensure we are truly effective. We have chosen key charitie5 that share our value5 and can positwely enhance our approaches for those that we serve, It Is hoped that by employing th15 approach from the very outset that we reach those who need our help the most and develop the m05t effectNe and efficient mean5 by which to achieve It. THE HAVEN AT THE HAVEN AT VANGUARD I BANK FARM I STRATHAVEN I MLIO 6RH 08
THE HAVEN AT VANGUARD IOR5E5 HELPING HEROES * * * WITH GRATITUDE TO OUR KEY PARTNERS THEY ARE: THE TREELINE CYRENIANS ACVC HUB WIM HOF INSTRUCTOR PARACHUTE REGIMENT ASSOCIATION GLASGOWAND WEST STANDEASY PRODUCTIONS EARL OF LOUDOUN'S REGIMENTOF FOOTE @The Haven at Vanguard | www.thehavenatvan uard.co.uk 09
CHALLENGES and PLANS for the FUTURE TRUSTEES ANNUAL REPORT 120;; THE HAVEN AT VANGUARD I BANK FARM I STRATHAVEN I MLIO 6RH 10
CHALLENGES and PLANS for the FUTURE Building on and dvan¢ing our strategic aims to support more people and their goals year on year Trustee recruitment and retention including skills inventory to effective steer and govern the Charity Building and maintaining the farm facilities for the delivery of the individual eguine based learni and support Building an eco sustainable approach and achievi a net zero THE HAVEN AT HORSES HELPING HEROES
Raising awareness OF equine's and their needs and in protecting and carin for them demonstrating their unique ability to improve the health and wellbeing of humans. Capturing the impact of our work in a public? participants and communi Increasing our fundraising and grant success rate to ensure e¢onomy short mdium and longer term charity sustainability @The Haven at Vanguard | www.thehavenatvan uard.co.uk 11
FINANCIAL REVIEW The Charity accounts have been independently reviewed by Digits Accountancy Co.Ltd, Muirhead, Glasgow and submitted to OSCR for their consideration. The accounts again were reviewed on a receipts and payments basis and a report provided. The Charity's Bank account continues to be held by Barclays, Argyle Street, Glasgow OUR TRUSTEES DECLARATION ed on beAal the CA¢yrit Trustees .' THE HAVEN AT VANGUARD HORSES HELPING HEkOE$ * * * THE HAVEN AT VANGUARD I BANK FARM I STRATHAVEN I MLIO 6RH 12
THE HAVEN AT VANGUARD HORSES IIELPING HEROES
THE HAVEN AT VANGUARD HORSES HELPING HEROES ** @The Haven atvanguard lnfo@thehavenatvanguard.co.uk www.thehavenatvanguard.co.uk THE HAVEN AT VANGUARD I BANK FARM I STRATHAVEN I MLIO 6RH Cknriknbl• I dck8anllOn. R N.-knSC050974