
## **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<br>the charity as set out in its<br>governing document|Para 1.17|To promote the objects of The Riding for the<br>Disabled Association incorporating carriage<br>driving, a charity registered under charity<br>number 244108 by providing disabled<br>people with the opportunity to ride and/or<br>carriage drive to benefit their health and<br>wellbeing in the Cheshire area.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|At the start of the period, no riding activities<br>were carried out due to Covid-19 restrictions.<br>Riding activities recommenced in September<br>2021, since when riding lessons have been<br>provided free of charge to children attending<br>local schools who are brought to the riding<br>school by teachers, parents and/or carers.<br>The trustees continued to review the<br>facilities available for riding activities and to<br>support, train and monitor the volunteers.|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The trustees confirm they have had regard<br>to the guidance issued by the Charity<br>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<br>**----- End of picture text -----**<br>


|**Achievements and Performance**|**Achievements and Performance**|**Achievements and Performance**|
|---|---|---|
|SORP reference|||
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|Since September 2021, during school term<br>time the charity has generally provided 3<br>riding sessions on a Thursday, which each<br>week has helped to promote the health and<br>wellbeing of 15 disabled children in a fun<br>and safe environment.<br>The charity received external donations of<br>£3,193 during the period, for which the<br>trustees are extremely grateful.|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|
|---|---|---|
||||
|Achievements against<br>objectives set|Para 1.41||
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|At 31 March 2022, the charity had funds<br>amounting to £22,193, all of which was held<br>in bank accounts.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|Reserves are held to enable future period<br>activities to be carried out.|
|Amount of reserves held|Para 1.22|£22,193|
|Reasons for holding zero<br>reserves|Para 1.22||
|Details of fund materially in<br>deficit|Para 1.24||
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23||



|**Additional information (optional)**<br>You may choose to include further statements|**Additional information (optional)**<br>You may choose to include further statements|where relevant about:|
|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47||
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|CIO Association Constitution|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|CIO|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|The trustees have quarterly and ad hoc<br>meetings at which needs are discussed and,<br>where necessary, following these meetings<br>potential trustees are approached.|




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Additional information (optional)<br>You may choose to include further statements where relevant about:<br>Policies and procedures<br>adopted for the induction and  Para 1.51<br>training of trustees<br>The charity’s organisational<br>structure and any wider  Para 1.51<br>network with which the<br>charity works<br>Relationship with any related  Para 1.51<br>parties<br>**----- End of picture text -----**<br>


|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|
|---|---|---|
||||
|Policies and procedures<br>adopted for the induction and<br>training of trustees|Para 1.51||
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 


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Charity name Middlewood Riding for the Disabled Association<br>Other name the charity uses  Middlewood RDA<br>Registered charity number 1183351<br>Charity’s principal address  Thorncroft, Pedley Hill, Rainow, Macclesfield SK10 5TZ<br>**----- End of picture text -----**<br>




## **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<br>Trustee name  Office (if any)<br>year to appoint trustee (if any)<br>Lucie Pettit  Chair;<br>1 Acting Secretary<br>from 20 July 2021<br>2 Kathy Crew<br>Barbara<br>3<br>Farquharson<br>4 Jill Humphries<br>5 Jane Kathryn Nash  Treasurer<br>6 Sheila Park<br>Stephanie  Secretary  Resigned 20 July 2021<br>7<br>Wilkinson<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20<br>**----- End of picture text -----**<br>


– 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<br>Receipts and payments accounts CC16a<br>For the period  01/04/2021 31/03/2022<br>To<br>from<br>Section A Receipts and payments<br>Unrestricted  Restricted  Endowment<br>Total funds Last year<br>funds funds funds<br> to the nearest      £  to the nearest £ to the nearest £ to the nearest £ to the nearest £<br>A1 Receipts<br>Donations, legacies and grants                        3,193                               -                                 -                           3,193                       3,360<br>Fundraising events                                -                               -                                 -                                 -                                 -<br>Interest on deposit account                               2                               -                                 -                                  2                              6<br>                               -                               -                                 -                                 -                               -<br>                               -                               -                                 -                                 -                               -<br>                               -                               -                                 -                                 -                               -<br>                               -                               -                                 -                                 -                               -<br>                               -                               -                                 -                                 -                               -<br>Sub total  (Gross income for                         3,195                               -                                 -                           3,195                       3,366<br>AR)<br>A2 Asset and investment sales,<br>(see table).<br>                               -                                 -                                 -                               -<br>                               -                                 -                                 -                               -                                 -<br>Sub total  [                               - ]                                -                                 -                               -                                 -<br>Total receipts                   3,195                            -                            -                         3,195                   3,366<br>A3 Payments<br>Hire of ponies and riding facilities                        1,560                               -                                 -                           1,560                               -<br>Associated riding costs                                -                               -                                 -                                 -                                 -<br>Insurance                           538                               -                                 -                              538                          665<br>Training and affiliation                           375                               -                                 -                              375                               -<br>Printing, postage and stationery                             44                               -                                 -                                44                            46<br>Miscellaneous                             67                               -                                 -                                67                               -<br>                               -                               -                                 -                                 -                                 -<br>                               -                               -                                 -                                 -                                 -<br>                               -                               -                                 -                                 -                                 -<br>Sub total                        2,584                               -                                 -                           2,584                          711<br>A4 Asset and investment<br>purchases, (see table)<br>                               -                                 -                                 -                               -<br>                               -                                 -                                 -                               -<br>Sub total                                -                                 -                                 -                               -                                 -<br>Total payments                   2,584                            -                            -                         2,584                      711<br>Net of receipts/(payments)                      611                          -                            -                         611                   2,655<br>A5 Transfers between funds                           -                          -                           -                                 -                          -<br>A6 Cash funds last year end                  21,582                          -                           -                    21,582                 18,927<br>Cash funds this year end                 22,193                          -                            -                   22,193                 21,582<br>**----- End of picture text -----**<br>




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
s￿natUre
rtN8n
Date of
roval
05m1r2023
Jill Hur￿)hneS
OSm1r2023