THE PONY CLUB

Charity number: 1050146
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To encourage young people to ride and to enjoy all kinds of sport connected with ponies and riding. To give instruction in riding and in all matters relating to ponies and riding and to provide education in looking after and taking proper care of animals. To promote the highest ideals of sportsmanship, citizenship and loyalty to create strength of character and self-discipline.

Income and expenditure

Data for financial year ending 31 December 2023

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Amateur Sport
  • Animals
Who the charity helps:
  • Children/young People
How the charity helps:
  • Provides Human Resources
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 25 October 1995: Standard registration
  • 08 July 2019: Funds received from 281554 REDEHALL PREPARATORY SCHOOL FOUNDATION LIMITED
Organisation type:
Charitable company
Other names:

No other names

Company number:
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Timothy Ronald Geoffry Vestey Chair 01 January 2021
None on record
Patrick Campbell Trustee 01 January 2025
None on record
Anna Goodley Trustee 18 September 2023
None on record
Diane Pegrum Trustee 18 September 2023
None on record
HELEN JACKSON Trustee 01 January 2023
CHARITIES OF THE REVEREND HENRY TROTTER
Received: On time
Justine Elizabeth Baynes Trustee 27 February 2020
None on record
Nigel John Howlett Trustee 27 February 2020
None on record
Andrew William James Trustee 01 January 2017
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £12.82m £6.78m £11.25m £12.50m £13.06m
Total expenditure £12.79m £6.68m £10.46m £11.99m £12.62m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £34.63k N/A N/A N/A
Income - Donations and legacies £82.76k £37.24k £636.93k £731.02k £783.08k
Income - Other trading activities £952.19k £469.74k £154.35k £114.34k £142.57k
Income - Charitable activities £11.48m £6.06m £10.05m £11.16m £11.55m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £12.52k £6.33k £4.49k £6.74k £94.47k
Income - Other £298.55k £209.56k £397.44k £485.38k £493.24k
Income - Legacies £0 £0 £0 £0 £31.00k
Expenditure - Charitable activities £12.05m £6.35m £10.05m £11.52m £12.11m
Expenditure - Raising funds £748.01k £336.91k £408.93k £470.17k £504.07k
Expenditure - Governance £0 £114.02k £115.21k £149.60k £0
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £1.65m £1.50m £1.45m £1.45m £1.47m
Long-term investments £0 £0 £0 £0 £0
Other assets £6.39m £6.96m £7.84m £8.36m £8.91m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £754.12k £1.07m £1.11m £1.13m £1.24m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 31 October 2024 On Time
Accounts and TAR 31 December 2023 31 October 2024 On Time Download Open in new window
Annual return 31 December 2022 19 October 2023 On Time
Accounts and TAR 31 December 2022 19 October 2023 On Time Download Open in new window
Annual return 31 December 2021 17 October 2022 On Time
Accounts and TAR 31 December 2021 17 October 2022 On Time Download Open in new window
Annual return 31 December 2020 28 September 2021 On Time
Accounts and TAR 31 December 2020 28 September 2021 On Time Download Open in new window
Annual return 31 December 2019 20 October 2020 On Time
Accounts and TAR 31 December 2019 20 October 2020 On Time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
The Pony Club
Lowlands Equestrian Centre
Old Warwick Road
Shrewley
Warwick
Warwicks
Phone:
02476698300