Finance Score: -3

Governance Score: 8

Support Score: 4

Liabilities <10%: +3
Excess reserves: -5
Large legacies income: +2
Reasonable growth: +1
Multiple Deficits: -2
Fundraising costs high: -2

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +4

Overall GiG Score: 9

HORSEWORLD TRUST

Ensuring quality of life for horses ponies & donkeys by providing a healthy & secure future. Operating an effective rescue rehabilitation & rehoming programme actively promoting & encouranging responsible equine ownership. Supporting & working closely with local communities & organisations. Educating children with emotional behavioural & learning difficulties through our Discovery Programme.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
This charity has a robust balance sheet
This charity has received more than half of its income from legacies in recent years
There has been reasonable growth in spending over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Why are there 13 trustees whereas the Charities Commission recommends a maximum of 12?

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £10,885,078 available, equivalent to 59 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 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
31/12/23	£2,210	£2,212	£-2	£412	£11,010	£10,885	59	53	45
31/12/22	£1,703	£2,235	£-532	£492	£10,762	£10,573	56.8	53	70
31/12/21	£1,381	£1,933	£-552	£400	£11,921	£11,714	72.7	51	83
31/12/20	£869	£1,619	£-750	£337	£11,686	£11,460	84.9	42	30
31/12/19	£1,472	£1,504	£-32	£323	£12,142	£11,980	95.6	39	65
31/12/18	£1,305	£1,455	£-151	£391	£11,373	£11,274	93	37	0
31/12/17	£800	£1,212	£-411	£242	£10,661	£10,598	105	33	0
31/12/16	£1,412	£1,087	£325	£238	£6,956	£6,909	76.3	32	0
31/12/15	£1,061	£1,104	£-44	£276	£6,562	£6,512	70.8	27	0
31/12/14	£1,324	£1,137	£186	£217	£6,664	£6,611	69.8	27	0
31/12/13	£1,175	£1,713	£-538	£547	£6,460	£6,400	44.8	40	0
31/12/12	£1,060	£1,643	£-584	£854	£5,361	£5,307	38.8	43	0
31/12/11	£1,061	£1,709	£-648	£889	£5,778	£5,709	40.1	42	0
31/12/10	£1,247	£1,447	£-200	£717	£6,364	£6,304	52.3	40	0
31/12/09	£1,334	£1,438	£-104	£617	£6,271	£6,212	51.8	41	0
31/12/08	£1,344	£1,723	£-379	£780	£5,942	£5,882	41	46	0

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Financial Ratios

Fundraising Costs/Relevant Income: 21.6%
Fundraising Costs/Total Spending: 19.6%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 2%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 59 months
Net Current Assets/Spending: 9 months
Quick Ratio: 1.3

Asset Split ?

Balance Sheet History

Established: 17 years

www.horseworld.org.uk

info@horseworld.org.uk

01275832425

Charity Commission for England and Wales

Tweets

Listed activities

Animals
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Emotional support, counselling or therapy

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Garfield Weston Foundation	£20,000
Westminster Foundation	£10,000
National Lottery Community Fund	£9,995

Specific Donations

Amount	When Months	To be used for
Westminster Foundation - ADWC grant - HorseWorld Trust - 20/04/2023
£10,000	20/04/2023 12	Discovery Programme
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£20,000	29/07/2022 24	HorseWorld’s Discovery Programme: Post-16 Provision
National Lottery Community Fund - Discovery equine-assisted early intervention - covid response
£9,995	19/02/2021 7	The organisation will provide a COVID-19 specific programme offering free equine assisted tailored courses supporting vulnerable and disadvantaged children and young people impacted through trauma to address mental and emotional well-being.
National Lottery Community Fund - Discovery at HorseWorld
£9,208	19/10/2018 12	The funding will be used to deliver an equine based learning programme for children and young people with complex behavioural needs. The project aims to help users develop their responsibility and engagement skills, as well as improve their ....more The funding will be used to deliver an equine based learning programme for children and young people with complex behavioural needs. The project aims to help users develop their responsibility and engagement skills, as well as improve their behaviour and wellbeing.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 37-81

ANDREW DOWDEN Appointed: 2012, Occupation: Managing Director

ANNETTE KATARINA NEWMAN Appointed: 2017, Occupation: Retired

DUNCAN GRAHAM ATTWELL Appointed: 2024, Occupation: Partner In The Army Cadet Force

DUNCAN JOHN BALLARD Appointed: 2017, Occupation: Company Director

EMMALINE PELL Appointed: 2024, Occupation: Infrastructure Project Support

JOHN LOWTON NEWMAN Appointed: 2007, Occupation: Retired

JULIE ALICIA WHITE Appointed: 2024, Occupation: Teacher

KERRY GWYTHER Appointed: 2016, Occupation: Solicitor

LESLIE BARBARA DILLINGHAM (Chair) Appointed: 2018, Occupation: Retired

MICHAEL NEALE Appointed: 2007, Occupation: Chartered Accountant

NIGEL DANIEL Appointed: 2015, Occupation: Relationship Director (Retired)

PROFESSOR CATHRYN MITCHELL Appointed: 2024, Occupation: Professor

STEPHEN ROBERT WEBB Appointed: 2019, Occupation: Hotel Owner

Legal constitution

Charitable company registered in England & Wales on 11/12/2007, number: 1121920
Registered at Companies House on 28/08/2007, number: 06353944

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

16 returns made; all on time

Main office

HORSEWORLD
DELMAR HALL
STAUNTON LANE
BRISTOL
BS14 0QL

Objectives

THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED (THE “OBJECTS”) ARE TO1. RELIEVE THE SUFFERING OF HORSES, DONKEYS AND OTHER EQUINES (AND IN EXCEPTIONAL CIRCUMSTANCES OTHER ANIMALS) THAT ARE IN NEED OF CARE AND ATTENTION FOR ANY REASON INCLUDING THOSE THAT ARE NEGLECTED OR UNWANTED THROUGH THE RESCUE, PROTECTION, TRAINING, REHABILITATION AND RE-HOMING OF SUCH ANIMALS;2. ADVANCE THE EDUCATION OF THE PUBLIC IN MATTERS PERTAINING TO ANIMAL WELFARE IN GENERAL AND THE PREVENTION OF CRUELTY AND SUFFERING AMONG ANIMALS;3. ADVANCE THE EDUCATION, TRAINING AND MENTORING OF STUDENTS, YOUNG PERSONS AND DISADVANTAGED PEOPLE (INCLUDING BUT NOT LIMITED TO PEOPLE WITH LEARNING DIFFICULTIES AND BEHAVIOURAL PROBLEMS) THROUGH, BUT NOT LIMITED TO, THE PROVISION OF TRAINING COURSES, WORK EXPERIENCE, ASSISTING WITH AND PROVIDING PLACEMENT SCHEMES AND TRAINING AND SUPPORTING SUCH INDIVIDUALS GENERALLY; AND4. PROMOTE FOR THE BENEFIT OF THE PUBLIC THE PROTECTION, CONSERVATION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT AND IN PARTICULAR LOCAL ANIMAL AND PLANT LIFE THROUGH THE CONSERVATION AND REGENERATION OF LOCAL LAND.

Defined Area of Benefit:

NATIONAL

Data Sources

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