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Annual Report 2011 Table of Contents • Our Charitable Objectives - 3 • Chairman’s Introduction - 4 • Chief Executive’s Report - 5 • Oaksey House - 6 • Jack Berry House - 7 • Objectives of Jack Berry House - 8 • Long Term Goals for Jack Berry House - 9 • What we do - 10 • Beneficiary Holidays - 11 • Beneficiary Race Days - 12 • Financial - 13 - 15 • Trading - 16 - 18 • Fundraising - 19 • Who we are - 20 • Our Team - 21 • Almoners - 22 

Annual Report 2011 Our Charitable Objectives The Injured Jockeys Fund (IJF) was first established in 1964. In 2004 it became a charitable company with a Memorandum of Association which formally established its objectives and powers. Our prime purpose is to provide help financial and otherwise to those jockeys past or present who are injured, unable to ride or generally in need. Once a jockey comes within the terms of the Trust that jockey and his or her dependents are beneficiaries of the IJF for life. Our nine Almoners offer beneficiaries and their families and dependents pastoral care as well as financial assistance. Oaksey House, our first major capital project, offers rehabilitation and fitness training to jockeys both past and present as well as offering a home to five beneficiaries and their families. First fundraising poster by Bernard Parkin Oaksey House 3 

Annual Report 2011 Chairman’s Introduction The past year has been one of the most crucial and successful in the history of the Injured Jockeys Fund. It has seen both the continuing development of Oaksey House and the full time arrival of Lisa Hancock as Chief Executive taking over from Jeremy Richardson whose OBE in the 2011 Birthday Honours was as well deserved as it was welcomed. But most crucially, a spate of serious injuries to jockeys has set us the exact challenges we were created for. The way our staff responded to cases such as Peter Toole, Richard Hawkins and Isabel Tompsett was a vital demonstration of the years of work since we were originally formed in response to the terrible accidents to Tim Brookshaw and Paddy Farrell way back in 1964. Helping with the trauma surrounding such incidents remains our central dynamic but the next few pages will show how much wider our commitment has spread. By their very nature, these commitments are often ongoing, and this year’s Tenerife holiday was hugely enhanced by the presence of the 1956 Champion Hurdle winning jockey Harry Sprague, still twinkle eyed at 90 years old. But the best way of dealing with injuries is to prevent them and encourage other careers when bodies are weakening, hence our creation and continued support of JETS (the Jockeys Employment & Training Scheme) and the rehabilitation processes set up at Oaksey House and planned for the new Jack Berry House in Malton. When HRH The Princess Royal officially opened Oaksey House in September 2009 she said that it “sets an example that very few other sports have been able to achieve.” Her challenge to us was to spread this standard of excellence. Reading this Report should assure you how seriously we take it. Brough Scott MBE Chairman - Injured Jockeys Fund 4 

Annual Report 2011 Chief Executive’s Report Since picking up the mantle as Chief Executive of the Injured Jockeys Fund in September 2010 I have been overwhelmed at the support the Fund receives from every level of the racing industry. It is, indeed, a privilege to be involved with an organisation that is so well regarded and quite justifiably. The Injured Jockeys Fund makes no pretence to be anything other than a Charity offering help and assistance to jockeys, both past and present, in need. Thanks to the vision and determination of our much loved President, Lord John Oaksey, the Fund has paid out over £18m of charitable assistance to over 1,000 injured jockeys and their families in the last 47 years. Our Board of Trustees, chaired by Brough Scott, meet four times a year and offer us a range of expertise and enthusiasm. Selected for their own specific skill set we are fortunate in having experts from the world of media, law, general commerce and racing itself. With a team of nine Almoners spread across the country and a specialist fitness and rehabilitation team based at Oaksey House in Lambourn, we offer a huge range of support for our beneficiaries and pride ourselves in really delivering when a need arises. Our Head Office team based in Newmarket is a small effective team carrying out the general financial and administrative functions of the charity. A recent internal review has further streamlined our day-to-day activities and our efficiency has been assisted by a new computer system. We strive to establish a paperless office but have further work to do before this can be achieved. As will be shown clearly in the financial analysis our supporters remain extremely loyal to us and one of our challenges going forward is to find ways in which we can appeal to a broader supporter base offering them new and attractive ways in which to support us. Lisa Hancock Chief Executive 5 

Since its opening in September 2009 by HRH The Princess Royal, Oaksey House has surpassed all of our expectations: • 109 people are now fully signed up members of the gym facility and over 2,500 physio sessions have been provided in the period that this Report covers. • 22 current jockeys have utilised the respite facilities at Oaksey House for varying periods of time. • Our team of fitness and rehabilitation experts now consists of: • Frankie Naylor – Gym Manager • Kate Badger & Daloni Lucas – Chartered Physiotherapists • Rob Treviss – Assistant Gym Manager This team is overseen by the PJA & IJF Resident Doctor, Anna-Louise Mackinnon, who works from Oaksey House two days a week. The on-going financial assistance received from Betfair has helped us enormously in establishing this world-class team. • Our resident Managers, John & Jackie Porter, oversee numerous successful functions including reservations from the British Horseracing Authority, Racing Welfare, Riding for the Disabled, The Professional Jockeys Association, The National Trainers Federation, Jockeys Employment & Training Scheme, Point-to-Point Owners & Riders Associations and Jockey Club Estates. So successful has Oaksey House become that it has given us huge confidence to begin a search for and to plan a northern based Oaksey House. The vigour and energy of our Vice President has prompted us to christen this project “Jack Berry House”. Annual Report 2011 Oaksey House 6 

Annual Report 2011 Jack Berry House Jack Berry MBE • After careful research the area of Malton was identified as the most appropriate place to enable jockeys based in the north to travel to make use of the proposed facilities. • We are fortunate to have gained significant input from Dr Patrick Dissmann, who has more than seven years experience looking after elite level and international athletes. He is currently consultant in emergency medicine at the James Cook University Hospital Middlesbrough as well as being Lead Doctor and Team Physician to the Newcastle Falcons Rugby Football Club. He, together with Anna O’Brien, a senior member of the Jockeys Injury Management Team have advised us on the facilities and equipment that will be required within Jack Berry House. With their experience of the northern half of the country we have worked together on the goals and objectives for Jack Berry House. “the Jockeys Injury Management Team have advised us on the facilities and equipment” 7 

Annual Report 2011 Objectives of Jack Berry House “Injury assessment, treatment and rehabilitation” • To offer a regional medical centre of excellence for the provision of injury assessment, treatment and rehabilitation services to jockeys based in the North of England and Scotland. • To attract appropriately trained medical staff with good experience in trauma care, sport injury assessment and rehabilitation as well as a working knowledge in race course medicine and/or equestrian sports medicine. • To build a state-of-the-art facility, appropriate for the assessment, medical management and rehabilitation of injured jockeys in the North of England and Scotland. • To embed this centre of excellence in a supportive environment and racing community in order to prevent emotional isolation and to promote physical as well as mental recovery from injury. • To build up a network of medical specialists and a sustainable infrastructure of extended-scope physiotherapists within northern England and Scotland. 8 

Annual Report 2011 Long Term Goals for Jack Berry House • To develop a regional medical centre of excellence for the provision of injury assessment, treatment and rehabilitation services to jockeys from the North of England and Scotland. • To potentially extend this expert service to other northern-based equestrians, ie event horse riders, show jumping and dressage riders - this in turn will provide a new income stream for the Fund. • To become a leading national centre for equestrian sports medicine. • To further promote the Injured Jockeys Fund regionally and nationally. To date Jack & Jo Berry have together raised funds for the naming of over 1,200 bricks which will form the centrepiece of Jack Berry House. These bricks are all individually named to reflect the donor’s or horse’s name have so far helped to raise nearly £300,000 towards Jack Berry House. To become a leading national centre for equestrian sports medicine 9 

Annual Report 2011 The Injured Jockeys Fund - What we do • We provide a network of nine Almoners countrywide offering care, advice and support to beneficiaries. • We currently have over 650 beneficiaries with whom we have regular contact, of these 375 received support in the last financial year – 89 in the north and 286 in the south and overseas. • Currently 150 beneficiaries are in receipt of regular financial support. (Grants are allocated by the Trustees at specific ‘Cases Meeting’, held six times a year. Any application for assistance put before Trustees must show a charitable financial need. All grants are reviewed annually.) • We provide medical consultations, treatment and equipment. • At Oaksey House, Lambourn we provide residential and respite accommodation plus physiotherapy, gym and rehabilitation facilities. • We have a network of over 40 Visitors who provide companionship to elderly and isolated beneficiaries. • We pay half the cost of JETS (The Jockeys Employment & Training Scheme). • We part fund On Course Physios – the JIM Team (Jockeys Injury Management). • We pay half the costs of the Professional Jockeys Association (PJA) Doctor. • We part fund the Addiction Support Advisor with our sister charity Racing Welfare with whom we work closely in a number of areas. • We fund injury prevention initiatives . • We contribute towards Private Medical Insurance cover. • We provide specialist disabled holidays in the UK and abroad. • We arrange Race Days for retired and disabled beneficiaries. 10 

Annual Report 2011 Beneficiary Holidays UK • A total of four UK holidays were taken in 2010: • May Royal York & Faulkner Hotel, Sidmouth party of 9 beneficiaries • July The Burnside Hotel, Windermere party of 25 beneficiaries • August South Downs Holiday Camp, Nr Chichester party of 64 beneficiaries • December (Christmas) Wheatlands Hotel, York party of 4 beneficiaries Abroad • Racing break to France June 2010 – a party of 23 beneficiaries took the Eurostar to Paris for a four day trip to Chantilly for the French Derby. Whilst there they also took in a visit to Criquette Head-Maarek’s training facilities and a tour of the Chantilly Palace. • Trip to Germany August 2010 – in the quest to find an alternative foreign holiday a small group of eight beneficiaries carried out a recce on the Haus Rheinsberg Hotel. This hotel was specially designed as a ‘barrier-free’ luxury hotel offering excellent levels of comfort, accessibility for people with disabilities and special needs. The hotel is set on a picturesque lake surrounded by unspoilt forests and beautiful scenery. The overall consensus was that the hotel was first-class and best suited to those wanting a more restful quiet break. • Trip to Tenerife February 2011 – we took a party of over 70 people including beneficiaries, their partners and carers to the Hotel Mar-Y-Sol for the 18th year running. Our Chairman, Brough Scott and Vice President, Jack Berry, along with current injured jockey Noel Fehily and his partner joined the group for 10 lovely sunny, fun filled days. France June 2010 Germany August 2010 Tenerife February 2011 11 

Annual Report 2011 Beneficiary Race Days Our thanks to all the Racecourses concerned for welcoming us so warmly We continue to organise a programme of social gatherings for our beneficiaries at race meetings: 2010 • April Cheltenham - Attended by our Patron, HRH The Princess Royal • April Wincanton • May Huntingdon • May Ripon • May Fontwell • September Doncaster 2011 • March Sandown Over 400 beneficiaries, their partners, carers and, in some cases children, enjoyed these race days as can be seen in the photographs. Cheltenham April 2010 12 

Annual Report 2011 Financial During the year we paid out grants to injured jockeys amounting to over £783k. Over £4m now remains out on loans (free of interest and repayments of principal, but whose ultimate repayment is linked to the house price index) to nearly 90 injured jockeys and their families. In addition to grants the IJF has applied over £1.18m in pay and expenses to assist the Almoners and their helpers in their charitable work and in our support for JETS. £1.9m has been received in donations during the period, this includes an overwhelming £1m anonymous donation. We are enormously grateful. The donations over the last four years, taking out the large exceptional donations, have been remarkable given the economic climate 13 

This year £524k has been received in legacies and this income stream has provided us with a steady income over the last four years as the graph shows. The donations and legacies combined are our largest source of income closely followed by our investment income. Overall, the Fund had net incoming resources of £1.01m. Total funds as at 31 March 2011 stand at £31.1m, up £1.4m in the year £18.9m of the funds are held in investments, the income for which has increased from £514k to £695k and continues to be an essential source of income. The increased income reflects the move of some of our investments to higher income generating corporate bond funds. The IJF’s trading company has again raised over £450k, including ancillary donations, through its Christmas sales of our Christmas cards, Calendars, Diaries and other items. The expenditure totals £2.6m this year, 90% of which is charitable expenditure. The following graphs show the splits of our income and expenditure. Annual Report 2011 Financial 14 

Donations (including the £1m anonymous donation) Legacies Received from trading subsidiary Investment income Oaksey House and other income Oaksey house costs Almoner and other pastoral care costs Regular grants Discretionary grants Medical, consultancy and operational Expenses on homes Commercial trading operations Robert and Elizabeth Hitchin’ holiday Physiotherapy and care costs Investment costs Jockeys Employment Training Scheme UK and overseas holidays Grants for motoring, tax and insurance TV and Sky Governance costs Grants to other charities Fundraising costs Cost of generating funds Charitable expenditure Governance costs 2010/11 Resources expended by category 2010/11 Overview of resources expended 2010/11 Income Annual Report 2011 Financial 15 

Annual Report 2011 Trading The Injured Jockeys Company Christmas sales held up remarkably well despite the prevailing difficult economic climate, low value of sterling, increased global manufacturing costs, additional fuel and postal charges, with gross turnover again exceeding £1m. From a database of 62,000, almost 25,000 orders were received with an average order value of just over £43. This illustrates the level of commitment and support the Fund continues to receive even in difficult financial times. Especially encouraging was to see donations received with Christmas orders showing a significant increase on 2010 levels. Newmarket warehouse Donations made with Christmas orders 16 

Annual Report 2011 Trading Christmas Card sales again showed a slight downturn which is indicative of this market sector in general. Sales of other main items, Diaries and Calendars, were more robust maintaining similar levels as in previous years. Continued development of the product range has proved most beneficial. Sales of these other items now account for almost 30% of total sales compared to just 18% three years ago and this is an area that will continue to be focused on. Unfortunately the margin on these ‘other’ items is lower than that for our key ‘printed’ products. Christmas card sales Main item sales Sales of other items 17 

Annual Report 2011 Trading Internet orders continue to rise as an ever increasing number of supporters take advantage of the convenience of this method of buying. Online advertising proved to be a most effective means of promotion and will be used more widely along with further use of social networking media to reach potential new and younger supporters who thrive on digital communications. In line with the ever growing trend in online shopping the IJF website was redesigned to better cope with the increased e-commerce demands made on it. Further development to maximise on this facility is on-going. The Fund was extremely fortunate to receive a visit by our Patron HRH The Princess Royal during the trading season. HRH The Princess Royal was able to view the entire Christmas sales operation in action to which she showed great interest and approval. She met with Order Takers, Posters and Packers and was impressed as to how much work got processed. Her knowledge and understanding of what we actually do and of where our challenges lie is quite remarkable. Online advertising proved to be a most effective means of promotion HRH The Princess Royal visits Newmarket October 2010 18 

Throughout the year numerous fundraising activities took place. Some jointly organised by the IJF and others entirely by supporters. These ranged from major events such as the ‘Legends Race’ at Doncaster’s Leger Meeting, Gala Dinners, Charity Golf days, Cricket Matches and many individual personal challenges of runs, horse rides, bike rides, parachute jumps and sponsored haircuts to name just a few. Working jointly with The Bob Champion Cancer Trust we assisted Bob in his challenge of visiting all 60 racecourses in 60 consecutive days. Over £30,000 was raised for both the Injured Jockeys Fund and The Bob Champion Cancer Trust in this hugely successful venture. The Fund is extremely grateful for all the support it receives from these external fundraising events which contribute in such a huge way and assist us in meeting our financial commitments. Annual Report 2011 Fundraising 19 

Annual Report 2011 Who we are • Patron HRH The Princess Royal • Vice Patrons Clare Balding John Francome MBE A P McCoy OBE • President Lord Oaksey OBE • Vice President Jack Berry MBE • Trustees Brough Scott MBE (Chairman) Jonathan Powell (Vice Chairman) Peter Scudamore MBE John Fairley Simon McNeill Jeff Smith (Treasurer) William Norris QC Ian Balding LVO Pamela Deal Lord Daresbury 20 

Annual Report 2011 Our Team • Head Office Lisa Hancock - Chief Executive Sue Taylor - Finance Manager Jeremy Zielinski - Trading & Marketing Manager Karen Hatton - Executive Assistant Jo Pettitt - Office Administrator Mandie Marks - Accounts Assistant Sylvia Blaydon - Admin Assistant • Welfare Lady Oaksey - Central Clare Hill - South Wales & Central Marie King - North Wales & North Midlands Helen Wilson - North East Karen Sharpe - North & Scotland Liz & Liam Carroll - East Lucy Charnock - South East Julia Mangan - South West • Oaksey House John & Jackie Porter - Resident Managers Dr Anna-Louise Mackinnon Frankie Naylor BSC Hons Dip PTST - Gym Manager Kate Badger MScBSc Hons MCSP - Chartered Physiotherapist Daloni Lucas BSc Hons MCSP - Chartered Physiotherapist Rob Treviss BSc Hons - Gym Instructor • Visitor Co-ordinators Hugo Bevan - South Tim Richards - North • Our Solicitors Edmondson Hall • Our Investment Advisors Schroder Investment Management Ltd • Our Auditors Baker Tilly UK Audit LLP 21 

Annual Report 2011 Almoners Karen Sharpe - [email protected] Helen Wilson - [email protected] Marie King - [email protected] Liz Carroll - [email protected] Liam Carroll - [email protected] Clare Hill - [email protected] Chicky Oaksey - [email protected] Julia Mangan - [email protected] Lucy Charnock - [email protected] Head Office 1 Victoria Way Newmarket CB8 7SH Tel No: 01638 662246 [email protected] www.ijf.org.uk 22