Section C: Notes to the accounts Trustees’ annual report (including directors’ report) for the period
Period start date 0 1 0 4 2 2 Period end date 3 1 0 3 2 3 Charity name PENDLE GROUP RDA Charity reg
Charity reg 1 1 7 0 6 4 4 no:
| Company no: Objectives and Activities Text |
Company no: Objectives and Activities Text |
Company no: Objectives and Activities Text |
|---|---|---|
| SORP reference |
||
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | TO PROMOTE THE OBJECTS OF THE RIDING FOR THE DISABLED ASSOCIATION INCORPORATING CARRIAGE DRIVING BY PROVIDING DISABLED PEOPLE TO RIDE TO BENEFIT THEIR HEALTH & WELLBEING IN THE PENDLE AREA |
| Summary of the main activities in relation to those purposes for the public beneft, in particular, the activities, projects or services identifed in the accounts. |
Para 1.17 and 1.19 |
TO PROVIDE CHILDREN & ADULTS WITH A PHYSICAL &/OR LEARNING DISABILITY A RANGE OF HORSE RIDING OPPORTUNITIES, TAILOR MADE RIDING PROGRAMS, DESIGNED TO MEET INDIVIDUAL NEEDS |
| Statement confrming whether the trustees have had regard to the guidance issued by the Charity Commission onpublic beneft |
Para 1.18 | I CAN CONFIRM THAT ALL GUIDANCE ON PUBLIC BENEFIT HAS BEEN READ & UNDERSTOOD |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including 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
2 of 8
Achievements and Performance
| SORP reference |
||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its benefciaries and any wider benefts to society as a whole. |
Para 1.20 | PENDLE RDA HAS COMMENCED SESSIONS WITHIN THE REPORTING PERIOD 1/4/22 TO 31/3/23 WE ARE STILL BUILDING OUR NUMBERS & TRAINING MORE COACHES TO TAKE US BACK TO PRE COVID STATUS THE RIDERS BENEFIT FROM SOCIAL INTERACTION, CONFIDENCE BUILDING, WELFARE & QUALITY OF LIFE RIDING HAS MANY THERAPEUTIC BENEFITS, WE EXPAND THE OPPORTUNITIES & LIFE CHANCE OF BOTH RIDERS & VOLUNTEERS A ROBUST TRAINING PACKAGE & ACCREDITATION IS IN PLACE FOR VOLUNTEERS & ALSO THE RIDERS IF THEY CHOOSE TO ACCESS |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Achievements against objectives set | Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Charitable company accounts templates – Trustees’ annual report for the period
December 2016
3 of 8
Financial Review
| SORP reference |
||
|---|---|---|
| Review of the charity’s fnancial position at the end of the period |
Para 1.21 | NO RESERVES REQUIRED TO SUPPORT ACTIVITIES CURRENT ACCOUNT SUFFICIENT BALANCE TO SUPPORT A YEARS COSTS |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | TO ACHIEVE OPERATIONAL RUNNING COSTS |
| Amount of reserves held | Para 1.22 | MARSDEN B.S. £5246.27 BARCLAYS C/A £9631.39 |
| Reasons for holding zero reserves | Para 1.22 | N/A |
| Details of fund materially in defcit | Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a goingconcern |
Para 1.23 | N/A |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | DONATIONS, FUNDRAISING |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | N/A |
| Other |
Charitable company accounts templates – Trustees’ annual report for the period
December 2016
4 of 8
Structure, Governance and Management
| Description of charity’s trusts: | SORP reference |
|
|---|---|---|
| Type of governing document (trust deed, memorandum and articles of association etc) |
Para 1.25 | C.I.O |
| How is the charity constituted? (e.g limited company, unincorporated association,CIO) |
Para 1.25 | C.I.O |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | ELECTED TO POST BY ALL TRUSTEES NO SINGLE INDIVIDUAL IS ENTITLED TO APPOINT ONE OR MORE TRUSTEE |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
| The charity’s organisational structure and any wider network with which the charityworks |
Para 1.51 | |
| Relationship with any related parties | Para 1.51 | |
| Other |
Charitable company accounts templates – Trustees’ annual report for the period
December 2016
5 of 8
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 whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|
| KATE BAILEY | CHARITY COMMISSION CONTACT |
N/A | COMMITTEE |
| HEATHER ROBBINS | TRUSTEE | N/A | COMMITTEE |
| JACQUELINE MERCER | GROUP SECRETARY | N/A | COMMITTEEE |
| 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 |
Charitable company accounts templates – Trustees’ annual report for the period
December 2016
6 of 8
Reference and Administrative details (cont)
Corporate trustees – names of the directors at the date the report was approved
Director name N/A
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year |
|
|---|---|---|
| N/A | ||
Charitable company accounts templates – Trustees’ annual report for the period
December 2016
7 of 8
Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity |
N/A |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
N/A |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
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
8 of 8
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
Signature(s)
----- Start of picture text -----
Full name(s) JULIE MARGARET MCCASH
Position (eg Secretary,
TREASURER
Chair, etc)
Date 21/08/2023
----- End of picture text -----
Charitable company accounts templates – Trustees’ annual report for the period
December 2016
PENDLE RDA 2022/23 RECEIPT PAYMENTS ACCOUNTS
| 2021/22 | RECEIPTS | 2022/23 | ||
| Co-Op | ||||
| 1,100.00 | Donations & Sponsors | 200.00 | ||
| Collectins atEvents/Petty Cash | ||||
| Phoenix RDA | 430.00 | |||
| Just Giving/Giveasyoulive/Everyclick | ||||
| 25.00 | Misc | |||
| Riding SessionsDonations (wef 11/7/16) | 1280.00 | |||
| ClitheroeAuction | ||||
| LCC- GIFT AID | ||||
| 1,125.00 | 1,910.00 | |||
| 5246.27 | Balance as at 31stMarch 2022 | |||
| 13,003.08 | Marsden BS | 5246.27 | ||
| Barclays C/A | 10,946.78 | |||
| 18,249.35 £ |
||||
| 18,249.35 | 16,193.05 £ |
16,193.05 | ||
| 19,374.35 | 18,103.05 | |||
| PAYMENTS | ||||
| 760.50 | RDA National | 985.00 | ||
| InstructorsExpenses | ||||
| Horses | ||||
| 920.80 | Insurance | 1,216.80 | ||
| Room Hire/Events | ||||
| Misc | 129.99 | |||
| Presents | ||||
| Travel | ||||
| Whitemoor | 572.00 | |||
| 1,500.00 | Pride Maintenance | 321.60 | ||
| CASH A/C | ||||
| 3,181.30 | 3,225.39 | |||
| Balances as at 31stMarch 2023 | ||||
| 5246.27 | Marsden BS | 5246.27 | ||
| 10,946.78 | Barclays CA31/03/23 | 9,631.39 | ||
| 16,193.05 | 16,193.05 £ |
14,877.66 £ |
14,877.66 | |
| 19,374.35 | 18,103.05 |
J M MCCASH