Trustees’ Annual Report for the period
From:1[st] April 2024 Period start date - 31[st] March 2025 Period end date
Charity name: Pendle Riding for the Disabled Association Incorporating Carriage Driving Charity registration number: 1170644
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | TO PROMOTE THE OBJECTIVES OF THE RIDING FOR THE DISABLED ASSOCIATION, INCORPORATING CARRIAGE DRIVING, BY PROVIDING DISABLED PEOPLE THE OPPORTUNITY TO RIDE HORSES TO BENEFIT THEIR HEALTH & WELL BEING IN THE PENDLE AREA |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
TO PROVIDE CHILDREN & ADULTS WITH A PHYSICAL, MENTAL & /OR LEARNING DISABILITY, A RANGE OF HORSE RIDING OPPORTUNITIES & TAILOR MADE RIDING PROGRAMMES, DESIGNED TO MEET INDIVIDUAL NEEDS |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | I CAN CONFIRM THAT ALL GUIDANCE ON PUBLIC BENEFIT HAS BEEN READ & UNDERSTOOD. WE ARE BEING TRUE TO OUR OWN PURPOSE& DEMONSTARTING THE DIFFERENCE WE ARE MAKING |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | THE TRUSTEES WILL ENSURE THAT GRANTS WILL HELP THE CHARITY ACHIEVE ITS PURPOSES. ACHIEVING MILESTONES & REPORTING WITHIN CONDITIONS. WITH THE PROVISION THAT THE CHARITY WILL CONTINUE AFTER THE FUNDING ENDS. |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | VOLUNTEERS WILL NOT BE PAID FOR THEIR TIME, BUT THEY MAY RECEIVE MONEY TO COVER EXPENSES LIKE TRAVEL, FOOD, DRINK OR EQUIPMENT. VOLUNTEERS WILL PROVIDE RECEIPTS FOR ANY EXPENSES |
| Other |
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 beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | PENDLE RDA HAS CONTINUE TO GROW FROM OUR PREVIOUS YEAR. SUPPORTING MORE RIDERS IN THE LOCAL AREA WHO HAVE LEARNING & OR PHYSICAL DISABILITY. WE CURRENTLY HAVE 13 VOLUNTEERS (an increase of 63%), OF WHICH 4 ARE COACHES (an increase 100%) 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. WE CONTINUE TO OFFER A ROBUST TRAINING PACKAGE & ACCREDITATION IS IN PLACE FOR VOLUNTEERS & ALSO THE RIDERS IF THEY CHOSE TO ACCESS THIS |
Additional information (optional) You may choose to include further statements where relevant about:
| 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 |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | RECEIPTS IMPROVED BY 217% ( £3,239.27 - £10,261.52 ) & PAYMENTS BY 448% (1,650.00 - £9,040.90 ) ACHIEVED BY SIGNIFICANT GROUP ACTIVITY GROWTH WHILST MAINTAINING CIRCUMSTANCES & PLANNED EXPANSION REALISTICALLY |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | ESPECIALLY FOLLOWING THE COVID EXPERIENCE – TO ENSURE GROUP CONTINUITY IN DIFFICULT & EXTREME CIRCUMSTANCES & COVER MINIMUM 12 MONTHS OPERATING EXPENSES & ACTIVITY GOALS |
| Amount of reserves held | Para 1.22 | MARSDEN BUILDING SOCIETY BALANCE £ 5517.04 BARCLAYS CURRENT ACCOUNT £12,170 (LESS: RING FENCE FUND REQUIREMENTS 2024/25 GRANTS £1295 & THCP RENT £1200) |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Additional information (optional) You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | DONATIONS, FUNDRAISING, LOCAL COMMUNITY GRANTS |
|---|---|---|
| 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 |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | C.I.O |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | C.I.O charitable incorporated organisation, company limited by guarantee |
| 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:
| 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 charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | PENDLE RIDING FOR THE DISABLED ASSOCIATION, INCORPORATING CARRIAGE DRIVING |
|---|---|
| Other name the charity uses | PENDLE RDA |
| Registered charity number | 1170644 |
| Charity’s principal address | VIEW COTTAGE FARM MOORGATE ROAD BARNOLDSWICK BB18 5SG |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
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 | TRUSTEE. CHARITY COMMISSION CONTACT & GROUP LEADER |
N/A | COMMITTEE | |
| HEATHER ROBBINS | TRUSTEE | N/A | COMMITTEE | |
| JACQUELINE MERCER | TRUSTEE. GROUP SECRETARY | N/A | COMMITTEE | |
| KELLY GLYNN | TRUSTEE. GROUP CHAIR | N/A | COMMITTEE | |
| SARAH METCALFE | TRUSTEE. SAFEGUARDING OFFICER |
N/A | COMMITTEE | |
| JULIE MCCASH | TRUSTEE. GROUP TREASURER | N/A | COMMITTEE | |
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| 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
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) ~~a~~ Full name(s)[JULIE MARGARET MCCASH ] ~~a~~ Position (e.g. Secretary, TRUSTEE. TREASURER Chair, etc) Date 10/07/2025
PENDLE RDA 2024/25
RECEIPT PAYMENTS ACCOUNTS
| 2023/24 | RECEIPTS | 2024/25 | ||
| MERCHANDISE | 70.00 | |||
| 1,338.50 | Donations & Sponsors | 2,990.00 | ||
| Collectins atEvents/Petty Cash | 186.29 | |||
| 350.00 | PETTYCASH THCP | 198.55 | ||
| Just Giving/Giveasyoulive/Everyclick | ||||
| 270.77 | Misc | 715.00 | ||
| 1280.00 | Riding Sessions Donations (wef 11/7/16 | ) 4123 |
||
THCP Rent 22nd Julyto date(31/3/25)+ 12 WEEKS £25(notic |
-1200 |
4123.00 | ||
| is 36 wks to 31/03/25 900 Coaches £545 unclaimed to 31 M | -545 |
|||
| Sessions runningbalance Income & to cover electric | 2378 | |||
| LCC GRANTS | 1,595.93 | |||
| GIFT AID | 382.75 | |||
| 3,239.27 | 10,261.52 | |||
| Balance as at 31stMarch 2024 | ||||
| 5246.27 | Marsden BS | 5517.04 | ||
| 9,631.39 | Barclays C/A | 10,949.89 | ||
| 14,877.66 £ |
14,877.66 £ |
16,466.93 £ |
16,466.93 | |
| 18,116.93 | 26,728.45 | |||
| PAYMENTS | ||||
| 1,010.00 | RDA National | 200.00 | ||
| InstructorsExpenses/DBS | 1255.1 | |||
| Horses | ||||
| Insurance | 864.00 | |||
| Room Hire/Events | ||||
| Misc/Website (defib £766.80-£300 Gran | £300.00 | 911.80 | ||
| Presents | ||||
| PETTY CASH THCP | 198.55 | |||
| 640.00 | Whitemoor/THCP | 330.00 | ||
| MERCHANDISE | 163.95 | |||
| RDASPONSORSHIP | 50.50 | |||
| Pride Maintenance | 5,067.00 | |||
| CASH A/C | ||||
| 1,650.00 | 9,040.90 | |||
| Balances as at 31stMarch 2025 | ||||
| orto date | ||||
| 5517.04 | Marsden BS17/02/24 | 5517.04 | ||
| 10,949.89 | Barclays CA | 12,170.51 | ||
| 16,466.93 | 16,466.93 £ |
17,687.55 £ |
17,687.55 | |
| 18,116.93 | 26,728.45 | |||
| CASH BARCLAYS C/A A/C 12170.51 |
||||
| RESTRICTED FUNDS UNSPENT - GRA 1295.93 |
||||
| RESTRICTED FUNDS THCP RENT 1200 |
||||
| CASH AVAILABLE FUNDS 9674.58 |
J M MCCASH