## Section C:  Notes to the accounts Trustees’ annual report (including directors’ report) for the period 


> Period start date 0  8   1    2   16 Period end date 3  1   0    3  181919 

> Charity name PENDLE GROUP RDA 

> Charity reg 1  1    7   0   6   4  4 no: 

## Company no:Objectives and Activities 

|Company no:<br>Objectives and Activities<br>|Company no:<br>Objectives and Activities<br>|Company no:<br>Objectives and Activities<br>|
|---|---|---|
|Text|||
||SORP<br>reference||
|Summary of the purposes of the<br>charity as set out in its governing<br>document|Para 1.17|TO PROMOTE THE OBJECTS OF THE RIDING FOR THE DISABLED<br>ASSOCIATION INCORPORATING CARRIAGE DRIVING BY PROVIDING<br>DISABLED PEOPLE TO RIDE TO BENEFIT THEIR HEALTH & WELL<br>BEING IN THE PENDLE AREA|
|Summary of the main activities<br>in relation to those purposes for<br>�����������������������������<br>��������������������������������<br>�����������������������|Para 1.17 and<br>1.19|PROVIDE CHILDREN & ADULTS WITH A PHYSICAL &/OR<br>LEARNING DISABILITY A RANGE OF HORSE RIDING<br>OPPORTUNITIES, TAILOR MADE RIDING PROGRAMMES,<br>DESIGNED TO MEET INDIVIDUAL NEEDS|
|����������������������������<br>trustees have had regard to the<br>guidance issued by the Charity<br>������������������������|Para 1.18|I CAN CONFIRM THAT ALL GUIDANCE ON PUBLIC BENEFIT HAS<br>BEEN READ & UNDERSTOOD|



## Additional information (optional) 

������������������������������������������������������������������ 

||SORP<br>reference||
|---|---|---|
|Policy on grant making|Para 1.38||
|Policy on social investment including<br>program related investment|Para 1.38||
|Contribution made by volunteers|Para 1.38||
|Other|||



Charitable company accounts templates – Trustees’ annual report for the period 

December 2016 



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## Achievements and Performance 

||SORP<br>reference||
|---|---|---|
|Summary of the main achievements<br>���������������������������<br>�����������������������������<br>made to the circumstances of its<br>������������������������������<br>������������������|Para 1.20|PENDLE RDA CURRENTLY SUPPORTS 97 RIDERS IN<br>THE LOCAL AREA WHO HAVE LEARNING & OR<br>PHYSICAL DISABILITY. WE CURRENTLY HAVE 29<br>VOLUNTEERS INSITU<br>THE RIDERS BENEFIT FROM SOCIAL INTERACTION,<br>CONFIDENCE BUILDING, WELFARE & QUALITY OF<br>LIFE<br>RIDING HAS MANY THERAPEUTIC BENEFITS. WE<br>EXPAND THE OPPORTUNITIES & LIFE CHANCE OF<br>BOTH RIDERS & VOLUNTEERS<br>A ROBUST TRAINING PACKAGE & ACCREDITATION<br>IS IN PLACE FOR VOLUNTEERS & ALSO THE<br>RIDERS IF THEY CHOOSE TO ACCESS<br>21<br>**`PENDLE RDA HAS REGRETTABLY BEEN SUSPENDED DUE`**<br>**`TO COVID IN THE REPORTING PERIOD 1/4/20 TO`**<br>**`31/3/21`**<br>**`WE HOPE TO RETURN SLOWLY & SUPPORT THE`**<br>**`PREVIOUS 97 RIDERS IN THE LOCAL AREA WHO HAVE`**<br>**`LEARNING & OR PHYSICAL DISABILITY.PLUS GROW`**<br>**`BACK TO 21 VOLUNTEERS`**<br>**`THE RIDERS BENEFIT FROM SOCIAL INTERACTION,`**<br>**`CONFIDENCE BUILDING, WELFARE & QUALITY OF`**<br>**`LIFE`**<br>**`RIDING HAS MANY THERAPEUTIC BENEFITS. WE`**<br>**`EXPAND THE OPPORTUNITIES & LIFE CHANCE OF`**<br>**`BOTH RIDERS & VOLUNTEERS`**<br>**`A ROBUST TRAINING PACKAGE & ACCREDITATION`**<br>**`IS IN PLACE FOR VOLUNTEERS & ALSO THE RIDERS`**<br>**`IF THEY CHOOSE TO ACCESS`**|



## Additional information (optional) 

������������������������������������������������������������������ 

||SORP<br>reference||
|---|---|---|
|��������������������������������|Para 1.41||
|Performance of fundraising activities<br>��������������������|Para 1.41||
|Investment performance against<br>����������|Para 1.41||
|Other|||



Charitable company accounts templates – Trustees’ annual report for the period 

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## Financial Review 

||SORP<br>reference||
|---|---|---|
|����������������������������<br>position at the end of the period|Para 1.21<br>Text|CONTINUED IMPROVEMENT: NO RESERVES REQUIRED TO SUPPORT ACTIVITIES.<br>CURRENT ACCOUNT SUFFICIENT BALANCE TO SUPPORT A YEARS’ COSTS<br>|
|Statement explaining the policy for<br>�����������������������������<br>are held|Para 1.22|TO ACHIEVE OPERATIONAL RUNNING COSTS IN CURRENT ACCOUNT TO SUPPORT<br>1 YEARS ACTIVITIES<br>Text|
|Amount of reserves held|Para 1.22|MARSDEN BUILDING SOCIETY BALANCE £ 5246.27<br>BARCLAYS CURRENT ACCOUNT £18,942.29<br>£14,146.66<br>**`13,003.08`**<br>**`5246.27`**|
|Reasons for holding zero reserves|Para 1.22|N/A|
|�������������������������������|Para 1.24|N/A|
|Explanation of any uncertainties<br>about the charity continuing as a<br>goingconcern|Para 1.23|N/A|



## Additional information (optional) 

������������������������������������������������������������������ 

||SORP<br>reference||
|---|---|---|
|The charity’s principal sources of<br>funds (including any fundraising)|Para 1.47|DONATIONS, FUNDRAISING|
|�����������������������������<br>including any social investment<br>policy adopted|Para 1.46|N/A|
|A description of the principal risks<br>facing the charity|Para 1.46|N/A|
|Other|||



Charitable company accounts templates – Trustees’ annual report for the period 

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## Structure, Governance and Management 

|Description of charity’s trusts:|SORP<br>reference||
|---|---|---|
|Type of governing document<br>������������������������<br>articles of association etc)|Para 1.25|C.I.O|
|���������������������������<br>�������������������<br>������������������������������|Para 1.25|C.I.O  charitable incorporated organisation, company limited by<br>guarantee|
|Trustee selection methods including<br>details of any constitutional<br>provisions e.g. election to post<br>or name of any person or body<br>entitled to appoint one or more<br>trustees|Para 1.25|ELECTED TO POST BY ALL TRUSTEES<br>NO SINGLE INDIVIDUAL IS ENTITLED TO APPOINT ONE OR<br>MORE TRUSTEE|



## Additional information (optional) 

������������������������������������������������������������������ 

||SORP<br>reference||
|---|---|---|
|Policies and procedures adopted for<br>the induction and training of trustees|Para 1.51||
|The charity’s organisational structure<br>���������������������������<br>���������������|Para 1.51||
|���������������������������������|Para 1.51||
|Other|||



Charitable company accounts templates – Trustees’ annual report for the period 

December 2016 



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## Reference and Administrative details 

|Charity name|THE PENDLE RIDING FOR THE DISABLED ASSOCIATION|
|---|---|
|Other name the charity uses|PENDLE RDA|
|Registered charity number|11706444|
|Charity’s principal address|VIEW COTTAGE FARM, MOORGATE ROAD, BARNOLDSWICK, BB18 5SG|



## Names of the charity trustees who manage the charity 

|Trustee name|Office (if any)|Dates acted if not for<br>whole year|Name of person (or<br>body) entitled to appoint<br>trustee(if any)|
|---|---|---|---|
|KATE BAILEY|CHARITY COMMISSION<br>CONTACT|N/A|COMMITTEE|
|HEATHER ROBBINS|TRUSTEE|N/A|COMMITTEE|
|JACQUELINE MERCER|GROUP SECRETARY|N/A|COMMITTEE|
|TRACEY PORTMAN|TRUSTEE|N/A|COMMITTEE|
|KELLY GLYNN|GROUP CHAIR|N/A|COMMITTEE|
|JULIE MCCASH|GROUP TREASURER|N/A|COMMITTEE|
|SARAH METCALFE|SAFEGUARDING OFFICER|N/A|COMMITTEE|
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Charitable company accounts templates – Trustees’ annual report for the period TextDecember 2016 



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## Reference and Administrative details (cont) 

Corporate trustees – names of the directors at the date the report was approved 


**----- Start of picture text -----**<br>
Director name<br>N/A<br>**----- End of picture text -----**<br>


## Name of trustees holding title to property belonging to the charity 


**----- Start of picture text -----**<br>
Trustee name Dates acted if not for whole<br>year<br>N/A<br>**----- End of picture text -----**<br>


Charitable company accounts templates – Trustees’ annual report for the period 

December 2016 



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## Funds held as custodian trustees on behalf of others 

|Description of the assets held in this<br>capacity|N/A|
|---|---|
|��������������������������<br>�������������������������<br>����������������������������<br>�������������������������|N/A|
|Details of arrangements for safe<br>custody and segregation of such<br>�������������������������������|N/A|



## Additional information (optional) 

Names and addresses of advisers (Optional information) 

Type of adviser Name Address N/A 

## Name of chief executive or names of senior staff members (Optional information) 

## Exemptions from disclosure 

Reason for non-disclosure of key personnel details 

## Other optional information 

Charitable company accounts templates – Trustees’ annual report for the period 

December 2016 



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## Declarations 

**The company has taken advantage of the small companies’ exemption in preparing the report above.** 

**The trustees declare that they have approved the trustees’ report (including directors’ report) above.** 

Signed on behalf of the charity’s trustees/directors 


**----- Start of picture text -----**<br>
Signature(s)<br>Full name(s) JULIE MARGARET MCCASH<br>Position (eg Secretary,<br>TREASURER<br>Chair, etc)<br>Date  26/10/21 25/10/1821/07/2020<br>**----- End of picture text -----**<br>


Charitable company accounts templates – Trustees’ annual report for the period 

December 2016 



## PENDLE RDA 2020/21 

## RECEIPT PAYMENTS ACCOUNTS 

||||||
|---|---|---|---|---|
||||||
||||||
||||||
|**2019/20**||**RECEIPTS**||**2020/21**|
|||Co-Op|||
|||Donations & Sponsors||30.00|
|||Collectins atEvents/Petty Cash|||
|||MyDonate|||
|||Just Giving/Giveasyoulive/Everyclick||15.21|
|60.48||Misc|||
|9448.23||Riding SessionsDonationswef 11/7/16||190.00|
|||ClitheroeAuction|||
|||LCC- GIFT AID|||
|9,508.71||||235.21|
||||||
||||||
||||||
|||Balance as at 31stMarch 2020|||
||5246.27|Marsden BS|5246.27||
||18,942.29|Barclays C/A|14,146.66||
||||||
|24,188.56|24,188.56<br>£||19,392.93<br>£|19,392.93|
|33,697.27||||19,628.14|
||||||
||||||
|||**PAYMENTS**|||
||||||
|665.00||RDA National||975.00|
|11852.5||InstructorsExpenses|||
|||Horses|||
|||Insurance|||
|||Room Hire/Events|||
|844.80||Misc||249.79|
|80.04||Presents|||
|||Travel|||
|862.00||Whitemoor||154.00|
|||Planning/Architect|||
|||CASH A/C|||
|14,304.34||||1,378.79|
||||||
||||||
|||Balances as at 31stMarch 2021|||
|||orto date|||
||||||
||||||
||5246.27|Marsden BS|5246.27||
||14,146.66|Barclays CA31/03/21|13,003.08||
||||||
|19,392.93|19,392.93<br>£||18,249.35<br>£|18,249.35|
||||||
||||||
|33,697.27||||19,628.14|



J M MCCASH 

