## **Trustees' Annual Report for the period** Period start date Period end date 1st April 2022 31st March 2023 **From To** ## Section A Reference and administration details **Charity name** Ride2Success **Other names charity is known by** R2S **Registered charity number (if any)** 1182266 **Charity's principal address** 75 Mounsey Road Preston Lancashire **Postcode PR5 6LU** **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 (ifany)**| |---|---|---|---|---| ||Karen Needham|Chair||| ||Kerri Walton|Secretary||| ||LindyJolly|Treasurer||| ||Coral Mowbray|Trustee||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** **TAR: Ride2Success** March **2023** 1 ## **Names and addresses of advisers (Optional information)** **Type of adviser Name Address** ## **Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document Trust Deed (eg. trust deed, constitution) How the charity is constituted Trust - (eg. trust, association, company) Trustee selection methods Appointed - (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** To ensure good practice in our organisation, we have the following policies in place: an Equal Opportunities policy, Safeguarding and Child Protection and Vulnerable Adults Policy, a Conflict of Interest Policy, Health & Safety Policy, a Discrimination Policy, a Employment Policy and a Data Protection Policy. You **may choose** to include additional information, where relevant, about: - policies and procedures a Data Protection Policy. adopted for the induction and training of trustees; We also have a training manual highlighting the roles and responsibilities of our Trustees, Volunteers and members. The manual also outlines our - • the charity’s organisational the charity’s organisational organisational structure, aims and code of conduct. - the charity’s organisational the charity’s organisational organisational structure, aims and code of conduct. - structure and any wider network with which the charity Ride2Success carries out risk assessments for all our activities and all works; who come into contact with young people are subject to an enhanced DBS check. - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** **Summary of the objects of the charity set out in its governing document** Working with disadvantaged and disabled beneficiaries from Lancashire. Providing leisure and sporting activities as well as offering education and support for any issues they may be facing in life. Ride2Success likes to adopt a multi agency working approach helping individuals in a holistic manner meaning they achieve the greatest outcomes possible. 1. To promote for the benefit of young or disabled people, in Preston and the surrounding areas, the provision of facilities for horse riding in the interests of social welfare and with the object of improving the conditions of life of the said young or disabled people. **TAR: Ride2Success** March **2023** 2 2. To act as a resource for young people up to the age of 25 living in Preston and the surrounding areas by providing advice and assistance and organising programmes of physical, educational and other activities as a means of: (a) advancing in life and helping young people by developing their skills, capacities and capabilities to enable them to participate in society as independent, mature and responsible individuals; (b) advancing education; Ride2Success (R2S) offers horse riding and association, sports and physical activity programmes for disabled young people who live in Preston and the surrounding boroughs. It provides an environment where disabled young people can mix and socialise with their non-disabled peers, actively participating in sports activities and thereby developing their skills whether that be physical function, social skills or personal development. The beneficiaries and volunteers have opportunities to attend training course and obtain accredited qualifications, for example, four of our disabled members, received recognised coaching qualifications and now help provide sport coaching within R2S. This is a big step and a method we will continue to use. It has boosted their confidence and skills and led **Summary of the main** to more independence in their personal life. Four of our disabled **activities undertaken for the** members have progressed from being participants to becoming Team **public benefit in relation to** Leaders and now lead sessions at R2S. **these objects (include within this section the statutory** The R2S environment allows its members to access and enjoy a range of **declaration that trustees have** sports activities at a level of their choice, whether it be for fun or to **had regard to the guidance** participate at a more competitive level, for example, some members have **issued by the Charity** developed their skills in a particular sport allowing them to compete not **Commission on public** only against other clubs. **benefit)** Volunteers gain expedience of working in a fun, creative and challenging environment with people who have physical and learning disabilities. They learn how to adapt activities enabling members with complex needs to access sport and use this experience to enhance their knowledge in their professions, for example, we have young volunteers who have progressed and are currently studying to become sports therapists, doctors, social workers and teachers. Parents and carers of R2S members have an opportunity to socialise, discuss and exchange information regarding benefit entitlements, experiences and other suitable provision for their disabled children that may be available in the community. The sessions also allow them some respite. ## **Additional details of objectives and activities (Optional information)** **TAR: Ride2Success** March **2023** 3 R2S does not provide any grants. We rely heavily on volunteers who do many things at R2S including providing sports coaching, providing 1 to 1 support to the beneficiaries. R2S would not exist without the skilled volunteer base. You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. ## Section D Achievements and performance **TAR: Ride2Success** March **2023** 4 ## Section D Achievements and performance R2S has experienced incredible growth and progress during the 2022- **Summary of the main** 2023 period, further enhancing accessibility and inclusivity for disabled **achievements of the charity** young people in sports and leisure activities. The club has been **during the year** dedicated to promoting social inclusion and improving the quality of life for its members. The increase in requests for adapted sports activities from young people and other organisations is a testament to the club's growth and impact. This year, R2S has extended its program to carers, specifically young carers, providing them with much-needed respite and the opportunity to connect with other young people facing similar situations. This initiative was driven by our members and has been a tremendous success. Moreover, we have been developing coaches who will contribute to the broader community and potentially secure paid coaching positions with partnered agencies. Investing in our dedicated volunteers has allowed R2S to thrive from within, as some members have achieved accredited coaching qualifications and are now able to deliver services in the community. For instance, one of our long-standing volunteers has progressed from a Group Leader to become our Head Coach. Their journey highlights the growth and potential inherent in our organisation. Through the various opportunities provided by R2S, our members have grown in confidence, developed their physical skills, and even gained formal qualifications that contribute to their sense of independence. The club has gained recognition for delivering high-quality accessible sports programs, leading to an increasing demand for our services within and beyond our immediate club setting. Thanks to the support of grant-giving organisations, R2S has been able to offer sessions including horse riding and sports to those in need. Overall, this has been an incredibly successful year for R2S. Our members have not only enjoyed participating in activities they may not have otherwise had access to, but they have also experienced a genuine sense of achievement and inclusion. While we have adapted to online interactions and home exercise, being able to work face-to-face with the young people again and embark on new projects has been absolutely fantastic **TAR: Ride2Success** March **2023** 5 ## **Section E Financial review** **Brief statement of the charity’s policy on reserves** As a small charity we have little in the way of reserves. However we have managed to increase the reserve fund from £7000 - £8000 which will be used to maintain projects for a short period should we find funding hard to come by. In future R2S will look to have 50% of our annual expenditure in reserve but this will likely be a couple of years down the line. **Details of any funds materially in deficit** ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); R2S has received grant funding from the National Lottery and other local charities that have enabled us to move forward this year. All expenditure has been spent on providing activities for beneficiaries, this has come in the way of facility hire, equipment and paying professional coaches to run the sessions. - We have hired very minimal professional staff in order to provide some - how expenditure has extra support to those groups that need it. - supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** |**Signature(s)**
**Full name(s)**
**Position (eg Secretary, Chair,**
**etc)**
**Date**|_K Needham_|_M L Jolly_| |---|---|---| ||Karen Needham|Lindy Jolly| ||
Chair|Treasurer| ||16/11/2023|| ||16/11/2023|| **TAR: Ride2Success** March **2023** 6 ## **Independent examiner's report on the accounts** ## **Section A Independent Examiner’s Report** > **Report to the trustees/** Ride2Success **members of** |**members of**|||| |---|---|---|---| |**On accounts for the year**
**ended**
**Set out on pages**|March 31st2023|**Charity no**
**(if any)**|1182266| ||||| ||7-8
(remember to include the page numbers of additional sheets)||| **Respective** The charity's trustees are responsible for the preparation of the accounts. **responsibilities of** The charity’s trustees consider that an audit was required for this year under **trustees and examiner** section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility to: - examine the accounts under section 145 of the Charities Act, - to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and - to state whether particular matters have come to my attention. - **Basis of independent** My examination was carried out in accordance with general Directions given **examiner’s statement** by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below. ## **Independent examiner's statement** In connection with my examination, no matter has come to my attention: 1. which gives me reasonable cause to believe that in, any material respect, the requirements: - to keep accounting records in accordance with section 130 of the Charities Act; and - to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act - have not been met; or 2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. - _Please delete the words in the brackets if they do not apply._ **TAR: Ride2Success** March **2023** 7 M Faulkner **Signed: Name:** Mike Faulker **Relevant professional** ATT **qualification(s) or body (if any):** **----- Start of picture text -----**
Date: 08/01/2024
**----- End of picture text -----**
**Address:** 35 Brookdale, New Longton, Preston, PR4 4XL ## **Section B Disclosure** Only complete if the examiner needs to highlight material problems. **Give here brief details of any items that the examiner wishes to disclose** . **TAR: Ride2Success** March **2023** 8 |||**Charity Name**|||||**No (if any)**||||| |---|---|---|---|---|---|---|---|---|---|---|---| |||**Ride2Success**|||||1182266||||| |||**Receipts andpayments accounts**|||||||**CC16a**||| |||||Period start|||Period end||||| |||**For the period**
**from**||date
01/04/2022||**To**|date
31/03/2023||||| |**Section**|**A Receipts and payments**||||||||||| |||**Unrestricted**
**funds**||**Restricted**
**funds**||**Endowment**
**funds**|**Total**
**funds**||**Last year**||| |||**to the nearest**||**to the**||**to the nearest**|**to the**||**to the nearest**||| |||**£**||**nearest £**||**£**|**nearest £**||**£**||| |**A1 Receipts**|||||||||||| |Grant Funding||**9,675**||**32,975**||**-**|**42,650**||**34,900**||| |Income from sports projects||**11,221**||||**-**|
**11,221**||**7,250**||| |||||**-**|||||||| |||**-**||**-**||**-**|**-**|||**- **|| |**_Sub total_**_(Gross_
_income for AR)_||**20,896**||**32,975**||**-**|
**53,871**||**42,150**||| ||||||||||||| |**A2 Asset and**|||||||||||| |**investment**|**sales,**||||||||||| |**(see table).**|||||||||||| |||**-**||**-**||**-**|**-**||||| ||**_Sub total_**|
**-**||**-**||**-**|**-**||**-**||| ||||||||||||| |**_Total receipts_**||**20,896**||**32,975**||**-**|**53,871**||**42,150**||| |**A3 Payments**|||||||||||| |Venue Hire||**24,750**||**-**||**-**|**24,750**||**21,450**||| |Equipment||**10,400**||**-**||**-**|**10,400**||**8,400**||| |Insurance||**756**||**-**||**-**|**756**||**657**||| |Kit||**1040**||**-**||**-**|**1040**||**640**||| |Administration||**350**||**-**||**-**|**350**||**350**||| |Travel Expenses||**6,400**||**-**||**-**|**6,400**||**4,400**||| |Staffing Costs||**9,200**||**-**||**-**|**9,200**||**6,200**||| |||||**-**||**-**|||||| |||||**-**||**-**|||||| ||**_Sub total_**||||||||||| |||**52,896**||**-**||**-**|**52,896**||**42,097**||| **TAR: Ride2Success** March **2023** 9 |**A4 Asset and**
**investment**
**purchases, (see**
**table)**|**-**
**-**
**-**
**52,896**
**975**
**-**
**7,045**
**8,020**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**-**
**-**
**-**
**52,896**
**975**
**-**
**7,045**
**8,020**|| |---|---|---|---|---|---| ||**-**||||| ||**-**||||| |**_Sub total_**
**_Total payments_**
**_Net of_**
**_receipts/(payments)_**
**A5 Transfers**
**between funds**
**A6 Cash funds last**
**year end**
**_Cash funds this_**
**_year end_**|**-**||||**-**| ||||||| ||||||**42,097**| ||||||| ||**975**|**-**|**-**|**975**|**53**| ||**-**|**-**|**-**|**-**|**-**| ||**7,045**|**-**|**-**|**7,045**|**7,045**| ||**8,020**|**-**|**-**|**8,020**|**7,098**| ## **Section B Statement of assets and liabilities at the end of the period** |**the period**||||| |---|---|---|---|---| |**Categories**
**B1 Cash funds**
**B2 Other monetary**
**assets**|**Details**
Cash in Bank
**_Total cash funds_**
(agree balances with receipts and
payments account(s))

**Details**|**Unrestricted**
**funds**
**to nearest £**
**6040**
**-**
**-**
**6040**
OK
**Unrestricted**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|**Restricted**
**funds**
**to nearest £**
**1980**
**-**
**-**
**-**
**1980**
OK
**Restricted**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to nearest £**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||OK| |||||**Endowment**
**funds**
**to nearest £**| |||**-**|**-**|**-**| |||**-**|**-**|**-**| |||**-**|**-**|**-**| |||**-**|**-**|**-**| |||**-**|**-**|**-**| |||**-**|**-**|**-**| **TAR: Ride2Success** March **2023** 10 |**Fund to which**|**Cost**|**Current value**| |---|---|---| |**asset belongs**|**(optional)**|**(optional)**| |**B3 Investment**
**assets**
**B4 Assets retained**
**for the charity’s**
**own use**
**B5 Liabilities**
Signed by one trustee on
behalf of all the trustees|**Details**
**Details**
**Details**
Signature

_K Needham_
_M LJolly_|**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs **
**Cost**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Karen Needham
Lindy Jolly|| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||| ||||| ||||| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||
_K Needham_|Karen Needham|16/11/2023| ||_M LJolly_|Lindy Jolly|16/11/2023| **TAR: Ride2Success** March **2023** 11