CHARITY COMMISSION
FOR ENGLAND ANO WALES
Independent examinerfs report on the
accounts
Section A
Independent Examiner's Report
Report to the truste881
members of
c.iar l j Nar.e
The Carriage Foundation
On accounts for the year
ended
31 July 2024
Charity no
(If any)
1162356
Set out on pages
Independent Examiners Report~ 1 ER to 2ER
Trustees, Annual Report - TAR1 to TAR5
Receipts and payments ac¢ounts - SS1 to SS2
(renie￿ bei lo ncluts> tm page of adOdion81 sheotsTr
I report to the Irustees on my examination of the accounts of the above
chanty ("the Trust.) for the year ended 3110712024.
R8sponsibilities and
basls of report
As the charity's trustees. you are responsible for the preparation of the
accounts in accordance with the requirements of the Chanties Act 2011
('the Act.).
I report in resped of my examination of the Trust's accounts carried out
under $e¢tion 145 ofthe 2011 Act and in carrying out my examination, I
have followed all the applicable Directions given by the Charity Commission
under section 1495)(b) of the Act.
Independent I have completed my examination. I confimi that no material matters have
axaminar's statement come to my attention in connection with the examination (other than that
disclosed below ') which gives me cause to believe that in, any material
resp8d.'
the accounting records were not kept in aCcOrda￿e wth $e¢tion 130
of the Charrties Act.. or
Ihe accounts did not accord Y￿th the accounting records.. or
the accounts did not ¢omply with the applicable requirements
Gonceming the fom and content of accounts set out in the Charities
{A¢counts and Reports) Regulations 2008 other than any requirement
that the accounts give a 'true and fair. view which is not a matter
considered as part of an independent examination.
I have no GOn￿rnS and have come across no other matters in connection
with the examination to which attention should te drawn in this report in
order to enable a proper understanding of the accounls to be reached.
Please delete the words in the br8ck8ts rfthey do not apply.
Signed:
Date:
i&
Name:
l M Hayes
Relevant professional
qualification{sl or body
(if any):
FCA
Address:
Mills & Black. Derwent House
IER
Oct 2018

141-145 Dale Road. Mallock
Derbyshire. DE4 3LU
Section B
Disclosure
Only complete if the examiner needs to highlight material matters of concern
(see CC32. Independent examinth'on of charity accounts: directions aThJ
guidance for examiners).
Give here brief details of
any items that the
examiner wishes to
disclose.
IER
Oct 2018

CHARITY COMMISSION
FOR ENGLAND AND WALES
The cAR￿AGE
UNDA
Recei
tsand
ments accounts
CC16a
from
1.8.23
To
31.7.24
Section A Receipts and payments
Unr85trict•d
Rntn"¢teql
Endowrnent
lund8
funds
fitnd$
toth• £ tyth• n•Jr••t£ to tt• wir*t£ toth• r**4•t£
Tot•1 fund8
Last year
A1 Recel t•
Skndy Tows
SbJdy Dw8
Subsciipb'ffis
Grants and (A)￿0￿8
HMRC GIft￿d
Pu￿￿alK)n8
COIF Interosl
tothD nMr•tst
649
2,319
1.476
1.$35
370
137
370
137
254
75
ARJ
6Q812
6Q812
9.439
In
Ige tsble .
Total
,812
A3Pa
mon
Study Tow8
Study Days
Fèes
Publlc4bms
Calrfa
es ol Brtt•n
Project Cffttry
0￿[
2.1
It2
471
1034
Sub total
A4 A*••t and InvMtm•nt
Sub total
69.880
9.330
Net of recelpts/(paymants)
A6 Transfers b•tween funds
Afj Cash lunds last year end
Cash funds thiTS year8nd
1,068
110
5,352
42
5.352
CCXX Rl a¢fX)unts ISSI
2￿05rd025

ection B Slateii)eiil of assets aiid liat)Ililies at the end of the period
Unrostrfei•d
Fle¥tr6rted
enaowment
nd•
o￿a.1$
fur
14TI¥
B4 A•••l¥ rntsln•d forth•
¢hirfty'• +y•n u••
Arn
CYXR2 •CfWtt IS81

CHARITY COMMISSION
FOR ENGLAND ANO WALES
Trustees, Annual Report for the period
From: 1 August 2023 Perlod start dats
Charity name: THE CARRIAGE FOUNDATION
Charity registration number." 1162356
To: 31st July 2024 Period end date
Objectives and Activities
SORP
Summary of the purposes of the
charity as set out in
goveming document
Para 1.17
ofthe charity are...
a) com￿"11n9, rftaintaining and publlshiN4 an onlh)e datsbasg
oJntsinkn9 a dth.led h.st of histo￿ trKffse dravm oriage8 th81 aro KJ
acc8wbl• aTrJ private thrOU￿Out the UK.,
Summary of the main thiti'es
in relalK>n to those PUfP)ses for
the public beneftt. in particular,
the a¢ts"vitw, proiects or
Se￿[ceS idenb'fied in the
accounts,
statement confiming whether
the trust￿$ have regard to
the guidance issued by the
Chanty Commission on wblic
benefit
Publishin
at1ides. l)c*)ks and booklets on horstr-drawn carri
. th& event$ pmgrnmme i¥ a¥•￿b]e to a
Para 1.17
arnl 1.19
e8.
. ed￿1￿￿ outreath is ￿[rIed out through Stuty Days and
Para 1.18
Th¥ Twst•tss confirm that th•y havo relen￿ to the Charity
Chanlls arn and ctiwANes and have taken regard of rt8
Addltlonal informatlon (optlonal)
You may choose to include further statements where relevant about
SORP r8ferEn
Pgrn 1.38
Polbcy on gfant makiTrJ
Policy on social investment
including program related
investment
Para 1.38
Contn'bution ffode by vdunteers
Parn 1.&1
foundation.
.uk. This has resulled in a
sut6tanbal arT￿nI ofinformakni b￿.[￿ ma(le avarlable in the public
further develop the I￿ ofuych builder3 and 8ssoctated trades.
relat&J malters.
Other
romotin
SORP rBf8reN

Achievements and Perfonnance
Summary of the main
achEvements ofthe charty.
Kjentifying the drfferen￿ the
ehanty's work has made to the
circumstances of its
beneficiaries and any wider
benefits to society as a ￿Ole.
Para 1.20
O¥erthè pa£t 12 CaThiage Foundation has organS$èd a
S￿¢ty Tour to Wltshire arKI SrTherset to V￿ carriage colthons
and museum$ as weN 88 a st￿ Day based in the Leicestershire
MuseLwn Coll￿•￿5 siies. The ft￿nthlY talks and dis(￿$S1on$ via
Zoom ha￿ (*>ntin￿l throUgh(￿rt Autumn and Winter nK)nlh8
and have wntacts as weil as raising the profde of
The Cam4e Foundation. We have provided speakers to dtslNer
I￿kS to histoitd grow and Y4xIet￿ and provhled guided tours of
The thanty's Tru8te8s have rA)nb"niJed to work dosely Mth
muSeLM￿ other organwl%)n8 to assi31 with (k￿Ments￿.0n and
public ￿N￿rieS. Mus8￿￿% n(yw 5snd enquiii86 diredy to us to
re8p)nd to and we have I￿rking dosely vrith museum slaff not
just in the UK tr*Jt worfdwlde. Museum slaff conbnue to expand their
thwr ￿re.
Sijbwpkns to The CaThlage FWnd8tl￿ remain steady. This has
been ac*wed thmuth fv wobsrte and the dedicated Facebook
lit% illl.Tr'.qv 13c.ehook coiiillhecé.r"'aqefou!!GBI,'ui?l as well as
Fe￿ from other coiintn'es who are taking an
athe inlerest in the work ol Ihts Chanty hdpwig
08mond tr Th& C*riage FoundatTh's first major publrati'on'The A
to Z of Cam&Jes' ￿nI￿￿e$ aThJ has be￿ ￿*11 rei¥Ned. Plans are
ntyv set in Pl￿ kn W￿lSh a sénes of in ath11￿n to tho
's txannU￿ ￿tI￿ation Th
Ti
Addltlonal Informatlon (optional)
You may choose to include further statements where relevant aboirt..
The fwr key Obj￿rIeS *jentI￿ for progre$8kA) ift 202W24 have
be￿ devebwj as folhjws:.
ACh￿leMents against obpthes
sel
P•rn 1.41
1 lo set UP 8 r8soiiir8 rooftVs81e storage
F**ty. Carria9e Foundation o)ntinues to axplorè Selting up
o room lh￿r O￿leCtI)n8 ¢nto Thè Natlonal Arthive.
This indud&s the Sedan Chair Archive, an oxtonsiva colle¢tion
of Materi￿ that Worw lo the late Stephen Loft-simson. an
1ntemati0nal￿ rw)wned 8ypert ￿ Sth Ch￿rg. that was
fted to Th& Carwiage FOundatiC￿ in 21f23.
Th& Carrlago Fwnthab￿ has t*en insiTU￿nIal in s￿ring, for
the nabon, ￿ aYclMe of intemational signifu￿e rdalkig to the
Jath bJild8r Holmè8 ol Derby. This archwe is now In the Ca￿ ol
the D￿ShIre Reclird Office.
2. F￿draiSIn .' to exp8fxJ8ThIin￿￿￿ ourfuTrJrni&ing actwths
It is anticipated that th8sè will tr￿rne active during 2024125.
Th& rrK)nthly Zoom sessions will rosun* in O¢totÈi and
rwrding rjroxj￿ted afterwards to 8 WKler audience.
CoaclvnakeTr of Bnfain prq6cts. The Carriage Founda1￿ is
heavily invofved in ￿earch projects wth the Leicestershire
Museum and the Royal CorEhwal Museum wilh
rds to the 18" centu
es in th￿"r eare.
There has bean an irvea6e In the number of Intemab"tsnal rnembers
erthe re[￿n9 as t￿11 as the wmt*r of Facthk regular
performan￿ of fundraising
aCtivit￿S against obJectives set
Para 1.41
Some donati￿ been ￿pied during the year. but a tsrgeted
grant a￿￿￿11￿ specific woiects is besng dèveloped by
the Prqf£t arKI wim be imp*r￿n￿j On￿ Furthisir
ment sV￿cOmMIttee is in
lace.

Investment performan
ainst o
Paro 1.41
Other
Financial Review
Review of the charty's financial
itK)n at the end of the
Statement explaining the Policy
for holding reseNe5 Stats'ng why
the
are held
Amount of reserves held
Reasons for holding zero
Pwa121
The Charity has (£**inued to operate ￿ a breakeven basls.
The Chanty cons￿er$ rt prudent to ￿taIn sufficient reseNes
to cover rts annual operational costs. A Reserve Fund of
£2.5(KJ is therefore held in a CCLA COIF De
it Fund.
£2.500
NIA
P4v8 1.22
Parnlf2
Para 1.22
Detsils of knnd materially in
deficit
ExplanatK•n of any urwiaintEs
about the charity c¥m￿"nU￿￿ as a
going con￿rn
Parn 1.24
WA
Paw8 123
Twstees are a*Jare ttAt there * a reliance on income from
Ihe subscnptKin base and is t1Wefc￿e seeknng to raise
specthc funding from ¢hantable trusts to enable new projects
to be deve
Addltlonal infornlatlon (optional)
You ma choose to indude further slatements wthere relevant about..
The charity's principal sources
of funds lincluding any
PaN1A7
Principal sources of fvnding are subscTipts'ons, Gfft Aid, Stuty
fijndraisin
Day fees. donations and grants.
Investrn8nt poltcy and obJeC￿S
including any soclal investn￿l
ado
ted
A d8SCriPtK)n of the principal
ri$k8 facing the charity
P•rn 1.46
p￿1.46
and assesses the following risks..
Fln•ncial {¢ash and worklng captsll.,
OpeY•llon•l (bu&ness L¥)nts'nuty. 1068 or wolonged absence
of key pefsonnell,
Strat•glclgov0rnanc• Isucttisw pknning: ongoNw
o)mpliance 7Mth Ct* Commission regul*onslchaTty law)..
Reputstlonal (risk of being associated with unsuitable or
failed projects}
The Trust￿ o)ntinue to hold their meelings on a hybrid
basis lo enable Part￿lpa￿.0n both in person and via electroni¢
rrnans {in accordan￿ wth the Ch¥ity's goveming
dcrf)j￿nt).
The Trustees remain ot the (pinK)n that the charity will
LThtinue as a g(Mng Co￿eM for the next 12 rMnths on a
break-even bas￿.
Other
Structure. Governance and Mana
Descr￿1 tion of cha
's trusts..
Type of goveming document
ement
Para 1.25
Constitution
How is the charity
constltuted?
Para 1.25
cio

TNstee selection methods
induding deta'is of any
constitutional provi&on$ e.g.
election to post or name of any
person or body entr.lled to
app)int one or trustees
Para 1.25
Apart from the first thanty tnJ*ees. every tsustee must ￿ appointed
for a le￿￿ (to be by Ihe trustees) by a re￿lUtiOn passed at a
In the apwntrnent of new trustees. a Fotsnb"al nominee is invited to
attend at least tr￿￿ meetw oftrustees as an'ObseNetr. This
iliates a ￿Trway [￿￿TS5 ena￿Ing l)oth ihe Obsrn arKI existing
twustees to more al)￿rt ther befor& any appc*nthxnt is
forM￿lsed.
indud*s informaknn 8boul The Carrlagè Fwndation, a copy of the
Consbtulion of Ihe Charitable In￿rporated Organisakn"m, the latest
Essentsal Tru5tee'.
hB8 been made.
Addltlonal Inforniatlon {optlonal)
You ma choose to include further statements where relevant about".
Policies and procedures
adopted for the inductKffi and
Parn 1.51
training of Iruslees
The chanty's OrganisatK￿al
structure and any wider netsvo
with which the charity works
Para 1.51
Relalb)n$hip with any related
Para 1.51
Reference and Administrative details
Charit
name
Other name ts cha
istered charit
number
Charity's pnncipal address
The Carriage FOunda￿n
1162356
The Cairtage Foundation
Red House Stables
Cmd Roaj
Oadey Dale
MaUock
shire DE4 2ER
Names of the charlty tru$teos who manage the charity
Tru8t•• nam•
Offic• {If any)
Dates act•d if not for
wholo
Chairm
Name of person lor body)
enlitlod to a
int trust•0
cO￿n HeTrJer3
Ifan
Amy Bracey
Prciect Curator
Alastair Gordon
Andr￿ Dertryshire
Medina Dicks

wa$
Name of trustees ho*J th to
Funds hold a8 Custodlan trusto08 on bghalf of others
. Descript￿Jn of lh¢ 8•8ti2 tie￿ in iiws
Name ¢*￿ets ol IM Chwty
whose behamthe a¥•ts ar• l*ld ¥#1
how thlg fau$ wilhin th¢￿tC41VaTr
chan
Detad5 01 arr¥ng*wwnt• ts lats tyJstr•* ,
d 4gr•gatK)n dsuL* from .'
charity's ry•m 88sets
Addlllon*l Informth lopdon•ll
Nam•s and addr•u•• of advlws I1rf￿￿kn
Addrn•s
141.14S D* Roaf. klalbx* DE4 &U
Emminer
,'P£cwnlants
Nam• olchhl •x•CUt￿• ov n*mM ￿ ••nkn •laff m•mlJ•rn IOptlon•l InfrMm*tlonl
Ex•mptton8 from d18c1￿Ule
Reason for n￿d￿￿o$u￿ of ke
nddth
Other o
tional inforniation
Declarath)n8
S￿n•d on b•h•if otth• ch•rfty'• tru•t••s
SIgTha￿￿¢$)
Full nam•(•)
Positlon l•q
S•cr•tary•
Chalr. •tcl
D•t•