Finance Score: -4

Governance Score: 5

Support Score: 3

Liabilities <10%: +3
Excess reserves: -2
Large legacies income: +2
Multiple Deficits: -2
Fundraising costs high: -5

Good trustee age range: +3
Dynamic board: +3
Mainly female board: -1

Gov Income
Overall weighted support: +3

Overall GiG Score: 4

HORSES AND PONIES PROTECTION ASSOCIATION

The charity owns a rescue centre in Lancashire. This is staffed by loyal employees who are trained and experienced in all aspects of horse welfare.At the year end, 67 equines were in residence in the centre. Additionally 256 equines were fostered in homes throughout the country.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
This charity has received more than half of its income from legacies in recent years
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly female

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £3,270,269 available, equivalent to 28 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23		£1,289	£1,411	£-122	£406	£3,270	£3,270	27.8	45	12
31/08/22		£1,036	£1,266	£-230	£244	£3,402	£3,382	32.1	44	12
31/08/21		£722	£1,126	£-405	£137	£3,757	£3,757	40	42	12
31/08/20		£1,407	£1,176	£231	£206	£3,987	£3,987	40.7	48	23
31/08/19		£996	£1,281	£-285	£281	£3,792	£3,792	35.5	45	20
31/08/18		£1,145	£1,255	£-110	£235	£4,071	£4,071	38.9	32	0
31/08/17		£914	£1,256	£-342	£226	£4,157	£4,157	39.7	32	0
31/08/16		£1,038	£1,187	£-150	£53	£4,379	£4,379	44.3	35	0
31/08/15		£1,168	£1,018	£151	£69	£4,424	£4,424	52.2	30	0
31/08/14		£1,261	£975	£286	£83	£4,279	£4,259	52.4	23	0
31/08/13		£1,452	£1,070	£382	£112	£3,878	£3,878	43.5	20	0
31/08/12		£1,111	£1,195	£-84	£144	£3,330	£3,330	33.4	30	0
31/08/11		£1,561	£1,056	£505	£115	£3,324	£3,267	37.1	38	0
31/08/10		£862	£940	£-78	£121	£2,776	£2,711	34.6	32	0
31/08/09		£779	£870	£-90	£104	£2,770	£2,770	38.2	31	0
31/08/08		£955	£795	£161	£92	£2,923	£2,923	44.1	26	0
31/08/07		£1,500	£786	£714	£116	£2,870	£2,870	43.8	27	0
31/08/06	*	£599	£768	£-169	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05?	*	£865	£656	£209	n/a	n/a	n/a	n/a	n/a	n/a
31/10/04		£836	£642	£193	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 49%
Fundraising Costs/Total Spending: 29.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 27.8 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.7

Asset Split ?

Balance Sheet History

Established: 24 years

www.happa.org.uk

enquiries@happa.org.uk

01282455992

Charity Commission for England and Wales

Listed activities

Animals

GiG Classification

Animal welfare

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-87

ANNE GILL Appointed: 2013, Occupation: Company Director

HELLEN ELIZABETH PERRY Appointed: 2023, Occupation: Safeguarding Lead

JOHN MARTIN FARLEY Appointed: 2000, Occupation: Accountant

KATHERINE HARRISON DIBBITS Appointed: 2023

MARIA ELIZABETH LONERGAN Appointed: 2020, Occupation: Solicitor Partner

PATRICIA WARREN (Chair) Appointed: 2012, Occupation: Riding School Proprietor

VICTORIA HENDERSON VICKIE Appointed: 2023

Legal constitution

Charitable company registered in England & Wales on 23/02/2001, number: 1085211
Registered at Companies House on 30/08/2000, number: 04062415

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR06: 63 days late, AR05: 69 days late,

Main office

TAYLOR BUILDINGS
SHORES HEY FARM
HALIFAX ROAD
BRIERCLIFFE
BURNLEY
BB10 3QU

Objectives

TO PREVENT UNNECESSARY SUFFERING TO HORSES AND NEGLECT OF THEIR BODILY NEEDS BY ASSISTING IN THE ENFORCEMENT OF LAWS REGARDING HUMANE TREATMENT AND ENCOURAGING AND PROMOTING EDUCATION IN THE HUMANE TREATMENT OF HORSES

Defined Area of Benefit:

NATIONAL