Trustees’ Annual Report for the period
From 1 April 2021 Period start date To 31 March 2022 Period end date
Charity name: Middlewood Riding for the Disabled Association
Charity registration number: 1183351
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 objects of The Riding for the Disabled Association incorporating carriage driving, a charity registered under charity number 244108 by providing disabled people with the opportunity to ride and/or carriage drive to benefit their health and wellbeing in the Cheshire 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 |
At the start of the period, no riding activities were carried out due to Covid-19 restrictions. Riding activities recommenced in September 2021, since when riding lessons have been provided free of charge to children attending local schools who are brought to the riding school by teachers, parents and/or carers. The trustees continued to review the facilities available for riding activities and to support, train and monitor the volunteers. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees confirm they have had regard to the guidance issued by the Charity Commission on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment
Contribution made by Para 1.38 volunteers Other
Achievements and Performance
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SORP reference
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| Achievements and Performance | Achievements and Performance | 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 | Since September 2021, during school term time the charity has generally provided 3 riding sessions on a Thursday, which each week has helped to promote the health and wellbeing of 15 disabled children in a fun and safe environment. The charity received external donations of £3,193 during the period, for which the trustees are extremely grateful. |
Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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 | At 31 March 2022, the charity had funds amounting to £22,193, all of which was held in bank accounts. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held to enable future period activities to be carried out. |
| Amount of reserves held | Para 1.22 | £22,193 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
| Additional information (optional) You may choose to include further statements |
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 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | CIO Association Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| 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 | The trustees have quarterly and ad hoc meetings at which needs are discussed and, where necessary, following these meetings potential trustees are approached. |
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Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures
adopted for the induction and Para 1.51
training of trustees
The charity’s organisational
structure and any wider Para 1.51
network with which the
charity works
Relationship with any related Para 1.51
parties
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| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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
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Charity name Middlewood Riding for the Disabled Association
Other name the charity uses Middlewood RDA
Registered charity number 1183351
Charity’s principal address Thorncroft, Pedley Hill, Rainow, Macclesfield SK10 5TZ
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Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
Lucie Pettit Chair;
1 Acting Secretary
from 20 July 2021
2 Kathy Crew
Barbara
3
Farquharson
4 Jill Humphries
5 Jane Kathryn Nash Treasurer
6 Sheila Park
Stephanie Secretary Resigned 20 July 2021
7
Wilkinson
8
9
10
11
12
13
14
15
16
17
18
19
20
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– 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)
Type of Name Address adviser
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. Slgned on behalf of the charitys trusttss Slgnature(s) Full namds) Posttlon (eg Secretary. Chair, etc) Lucae Pettit Ill Humphnes ChaiT Trust88 0510112023
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Middlewood Riding for the Disabled Association 1183351
Receipts and payments accounts CC16a
For the period 01/04/2021 31/03/2022
To
from
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations, legacies and grants 3,193 - - 3,193 3,360
Fundraising events - - - - -
Interest on deposit account 2 - - 2 6
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for 3,195 - - 3,195 3,366
AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total [ - ] - - - -
Total receipts 3,195 - - 3,195 3,366
A3 Payments
Hire of ponies and riding facilities 1,560 - - 1,560 -
Associated riding costs - - - - -
Insurance 538 - - 538 665
Training and affiliation 375 - - 375 -
Printing, postage and stationery 44 - - 44 46
Miscellaneous 67 - - 67 -
- - - - -
- - - - -
- - - - -
Sub total 2,584 - - 2,584 711
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total - - - - -
Total payments 2,584 - - 2,584 711
Net of receipts/(payments) 611 - - 611 2,655
A5 Transfers between funds - - - - -
A6 Cash funds last year end 21,582 - - 21,582 18,927
Cash funds this year end 22,193 - - 22,193 21,582
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Section 8 Statement of assets and liabilities at the end of the period Unrestricted Restrithd lunds fvnts Endowment lunds lo nDAr••t£ Categories Detalls 81 Cash fund8 147JD Total cash funds 21193 nd• lund funds D•tall$ D•ialls Det•lls ¢h•rlty'• own Amourtdu• Ylh•r du• Details BS Llabllltlo• trustees snatUre rtN8n Date of roval 05m1r2023 Jill Hur)hneS OSm1r2023