Trustees' Annual Report for the period
Period start date Period end date 1st April 2023 31st March 2024
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 2024
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 2024
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;
| 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; |
|
|---|---|
| Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) |
Ride2Success (R2S) continues to deliver impactful horse riding, sports, and physical activity programmes for disabled young people in Preston and the surrounding boroughs. This initiative provides a supportive and inclusive environment where disabled young people can engage with their non-disabled peers, participate actively in sports, and enhance their physical, social, and personal development. Over the past year, R2S has seen modest growth and achieved excellent results in empowering participants and volunteers alike. Key Achievements 1. Empowering Disabled Members through Skill Development R2S has made significant strides in equipping disabled participants with valuable skills and qualifications. Four disabled members obtained recognised coaching qualifications this year and now contribute as sport coaches within R2S. This milestone demonstrates their personal growth, increased confidence, and independence. Furthermore, four participants have advanced to Team Leader roles, leading sessions and becoming role models within the organisation. 2. Inclusive Opportunities in Sport The programme continues to offer a variety of sports activities tailored to members’ interests and abilities. Participants can enjoy activities recreationally or at competitive levels. Some members have honed their skills to the extent of competing with other clubs, reflecting the programme’s success in nurturing talent and ambition. 3. Volunteer Development Volunteers remain at the heart of R2S, gaining invaluable experience in adapting sports activities for individuals with physical and learning disabilities. Working in this creative and challenging environment enhances their professional knowledge and skills. Many young volunteers have leveraged this experience to progress in their chosen careers, with some currently pursuing studies in sports therapy, medicine, social work, and education. 4. Support for Parents and Carers R2S recognises the importance of supporting the families of its members. Parents and carers benefit from opportunities to socialise, share experiences, and access information about community resources and benefit entitlements. Additionally, R2S sessions provide much-needed respite, allowing carers to recharge while their children engage in meaningful activities. R2S aims to build on this year’s achievements by: • Expanding the range of sports and training opportunities available. • Increasing the number of participants progressing to leadership roles. • Strengthening partnerships with local organisations to offer enhanced community support. • Growing volunteer recruitment and development initiatives to foster greater inclusion and professional opportunities. The past year has demonstrated the transformative impact of R2S’s programmes on participants, volunteers, and their families. With a focus on continuous improvement and sustainable growth, R2S remains committed to empowering disabled young people and promoting inclusivity through sport. |
TAR: Ride2Success
March 2024
3
Additional details of objectives and activities (Optional information)
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 2024
4
Section D Achievements and performance
The 2023-2024 period marked a year of growth and progress for Summary of the main Ride2Success (R2S), with significant strides in promoting accessibility, achievements of the charity inclusivity, and social inclusion for disabled young people in sports and during the year leisure activities. This progress has enhanced the quality of life for our members and solidified our reputation as a leader in delivering accessible sports programmes. Programme Expansion and Impact R2S has seen a notable increase in demand for its services, particularly in horse riding, which has become one of the most sought-after activities. This surge in interest reflects the growing recognition of the physical, social, and emotional benefits that horse riding provides to our members. Additionally, the extension of our programme to include carers, particularly young carers, has been a highlight this year. This initiative, inspired by feedback from our members, has provided much-needed respite and opportunities for young carers to connect with peers facing similar challenges. Developing Future Coaches and Leaders R2S has continued its investment in the development of members and volunteers, resulting in tangible success stories. Several members have achieved accredited coaching qualifications, enabling them to deliver sports activities both within R2S and in the wider community. Notably, one long-standing volunteer progressed from Group Leader to Head Coach, exemplifying the pathways for growth and leadership within our organisation. This investment has also paved the way for participants to explore paid coaching opportunities with partner organisations, further enhancing their independence and career prospects. Empowering Members Through Confidence and Skills Through the opportunities provided by R2S, members have grown in confidence, developed physical skills, and achieved formal qualifications. These achievements contribute significantly to their sense of independence and personal development. The club’s commitment to delivering high-quality accessible sports programmes has garnered recognition, driving increased demand from both young people and external organisations. Support from Grant-Giving Organisations The invaluable support of grant-giving organisations has enabled R2S to offer vital sessions, including horse riding and other sports, to those in need. These grants have been instrumental in meeting the heightened demand, particularly for horse riding, which continues to attract participants from across Preston and surrounding boroughs. A Successful Year of Adaptation and Inclusion Despite challenges, R2S has adapted well, incorporating online interactions and home exercise options to maintain engagement. The return to face-to-face activities has been particularly rewarding, enabling us to work directly with young people and embark on new projects. Overall, 2023-2024 has been a year of incredible success for R2S. Members have not only accessed activities they may not have otherwise experienced but have also gained a genuine sense of achievement and inclusion. This growth underscores R2S’s ongoing commitment to creating opportunities and breaking down barriers for disabled young people and their families.
TAR: Ride2Success
March 2024
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 slightly 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.
Further financial review details (Optional information)
R2S has received grant funding from a number of grant giving organisations 16 in total.
You may choose to include additional information, where relevant about:
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.
-
the charity’s principal sources of funds (including any fundraising);
-
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;
Grants were awarded from;
- investment policy and objectives including any Garfield Weston ethical investment policy Postcode Neighbourhood Trust adopted. Awards For All Hargreaves Foundation Sport England The Shepherd Street Trust A number of smaller charities who do not wish to be named
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 | |
| 04/12/2024 | ||
| 04/12/2024 |
TAR: Ride2Success
March 2024
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 31st2024 | 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:
-
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
-
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 2024
7
CKenny Signed: Name: Claire Kenny Relevant professional ACCA qualification(s) or body (if any):
----- Start of picture text -----
Date: 02/12/2024
----- End of picture text -----
Address: 8 Bedford Court, Preston, PR1 1JB
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 2024
8
| Charity Name | Charity Name | No (if any) | No (if any) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ride2Success | 1182266 | ||||||||||
| Receipts andpayments accounts | CC16a | ||||||||||
| Period start | Period end | ||||||||||
| For | the period from |
date 01/04/2023 |
To | date 31/03/20234 |
|||||||
| 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 | 12,789 | 37,226 | - | 50,015 | 42,650 | ||||||
| Income from sports projects | 10,660 | 10,660 | 11,221 | ||||||||
| - | - | ||||||||||
| - | - | - | - | - | |||||||
| Sub total(Gross income for AR) |
23,449 | 37,226 | - | 60,675 | 53,871 | ||||||
| A2 Asset and | |||||||||||
| investment sales, | |||||||||||
| (see table). | |||||||||||
| - | - | - | - | - | |||||||
| Sub total | - |
- | - | - | - | ||||||
| Total receipts | 23,449 | 37,226 | - | 60,675 | 53,871 | ||||||
| A3 Payments | |||||||||||
| Venue Hire | 28,650 | - | - | 28,650 | 24,750 | ||||||
| Equipment | 11,900 | - | - | 11,900 | 10,400 | ||||||
| Insurance | 965 | - | - | 965 | 756 | ||||||
| Kit | 1040 | - | - | 1040 | 1040 | ||||||
| Administration | 447 | - | - | 447 | 350 | ||||||
| Travel Expenses | 7,400 | - | - | 7,400 | 6,400 | ||||||
| Staffing Costs | 9,455 | - | - | 9,455 | 9,200 | ||||||
| - | - | ||||||||||
| - | - | ||||||||||
| Sub total | |||||||||||
| 59,857 | - | - | 59,857 | 52,896 |
TAR: Ride2Success
March 2024
9
| A4 Asset and investment purchases, (see table) |
- - - 59,857 818 - 8020 8,838 |
- - - - - - - - |
- - - - - - - - |
- - - 59,857 818 - 8020 8,838 |
|
|---|---|---|---|---|---|
| - | - | ||||
| - | - | ||||
| Sub total Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
- | - | |||
| 52,896 | |||||
| 818 | - | - | 818 | 975 | |
| - | - | - | - | - | |
| 8020 | - | - | 8020 | 7,045 | |
| 8,838 | - | - | 8,838 | 8,020 |
Section B Statement of assets and liabilities at the end of the period
| Details Cash Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds to nearest £ 6748 - - 6748 OK Unrestricted funds to nearest £ - - - - - - |
Restricted funds to nearest £ 2090 - - 2090 OK Restricted funds to nearest £ - - - - - - |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | - | - | |
| - | - | - | |
| - | - | - | |
| - | - | - | |
| - | - | - | |
| - | - | - |
Categories Details
B1 Cash funds
B2 Other monetary assets
TAR: Ride2Success
March 2024
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 | 01/12/2024 | |
| M LJolly | Lindy Jolly | 01/12/2024 |
TAR: Ride2Success
March 2024
11