Finance Score: 3

Governance Score: 9

Support Score: 4

Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Large volunteer base +3
Overall weighted support: +1

Overall GiG Score: 16

THE PONY CLUB

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.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from several prominent grant makers recently
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23	£13,064	£12,617	£447	£504	£9,135	£9,069	8.6	24	10,000
31/12/22	£12,500	£11,988	£512	£470	£8,688	£8,665	8.7	21	10,000
31/12/21	£11,246	£10,461	£785	£409	£8,176	£8,172	9.4	21	10,000
31/12/20	£6,784	£6,683	£101	£337	£7,391	£7,362	13.2	20	10,000
31/12/19	£12,824	£12,794	£30	£748	£7,290	£7,281	6.8	18	10,000
31/12/18	£12,752	£13,472	£-720	£720	£7,259	£7,253	6.5	25	0
31/12/17	£13,054	£13,078	£-24	£857	£7,979	£7,975	7.3	25	0
31/12/16	£13,388	£12,865	£524	£908	£7,934	£7,925	7.4	25	0
31/12/15	£12,734	£12,856	£-122	£954	£7,411	£7,405	6.9	22	0
31/12/14	£13,041	£13,018	£22	£1,008	£7,628	£7,624	7	21	0
31/12/13	£12,093	£11,862	£231	£555	£7,510	£7,404	7.5	17	0
31/12/12	£12,083	£11,683	£400	£547	£7,279	£7,173	7.4	18	0
31/12/11	£12,634	£12,340	£294	£635	£6,879	£6,776	6.6	15	0
31/12/10	£11,920	£11,741	£179	£629	£6,585	£6,483	6.6	15	0
31/12/09	£12,260	£12,001	£259	£940	£6,406	£6,386	6.4	16	0
31/12/08	£11,343	£11,125	£218	£433	£6,131	£6,108	6.6	15	0
31/12/07	£11,615	£10,840	£775	£400	£5,929	£5,929	6.6	11	0
31/12/06	£9,994	£9,471	£522	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	£9,217	£8,642	£575	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	£8,203	£7,894	£309	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 4.1%
Fundraising Costs/Total Spending: 4%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 12%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 8.6 months
Net Current Assets/Spending: 7 months
Quick Ratio: 5.1

Asset Split ?

Balance Sheet History

Established: 29 years

www.pcuk.org

Governance@pcuk.org

02476698300

Charity Commission for England and Wales

Listed activities

Amateur Sport
Animals
Education/Training

GiG Classification

Community sports activities

How it operates

Provides human resources

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Sport England	£5,948
Co-Operative Group	£2,726
Community Foundation for Surrey	£2,021
Foundation Scotland	£1,000

Specific Donations

Amount	When Months	To be used for
Forever Manchester - Rustic 2 Day Camp
£950	05/06/2023	Camp providing activities that promote team building and confidence.
Foundation Scotland - Pony Club Spring Camp
£1,000	18/04/2022 1	To contribute to the cost of a 3 day riding and equine skills training course for Pony Club Members over a long weekend in April / May 2022.
Co-Operative Group - Grant to South Devon Moorland Branch of the Pony Club
£2,726	23/10/2021	We would like to provide a compost toilet with disabled access for the use by all, including public events usage. We also hope to have safe and secure storage provision for our training equipment.
Community Foundation for Surrey - Funding for a horse riding club to help improve the mental health of young people.
£2,021	24/06/2021	Funding for a horse riding club to help improve the mental health of young people.
Sport England - COVID19 Return to Play
£5,948	07/06/2021 5	Funding under Sport England's Return to Play - Small Grants funding programme for a Revenue project titled COVID19 Return to Play. This project is a Multi Sports project, with a focus on younger beneficiaries.
Sport England - Train, Retain, Gain - Safe and Ability Appropriate Equipment
£9,810	18/06/2018 12	Funding under Sport England's Small Grants funding programme for a Revenue project titled Train, Retain, Gain - Safe and Ability Appropriate Equipment. This project is a Equestrian project, with a focus on younger beneficiaries.
National Lottery Community Fund - Iveagh Branch of the Pony Club
£10,000	24/03/2014 12	The group, which provides instruction in horse and pony riding and promotes character building in young people, will use the grant to buy lighting for their arena.
Sport England - Encourage New Members & Promote Different Activities
£10,000	19/07/2013	Funding under Sport England's Small Grants funding programme for a Revenue project titled 'Encourage New Members & Promote Different Activities'. This project lists its main activity as Equestrian.
Sport England - Coaching and Participation
£10,000	15/03/2013	Funding under Sport England's Small Grants funding programme for a Revenue project titled 'Coaching and Participation'. This project lists its main activity as Equestrian.
Sport England - Middleton East Side Pony Club
£10,000	24/08/2011	Funding under Sport England's Small Grants funding programme for a Revenue project titled 'Middleton East Side Pony Club'. This project lists its main activity as Equestrian.
Sport England - Funding the future
£9,979	19/05/2011	Funding under Sport England's Small Grants funding programme for a Revenue project titled 'Funding the future'. This project lists its main activity as Equestrian.
Sport England - Training Facility and Updating Equipment
£10,000	16/03/2011	Funding under Sport England's Small Grants funding programme for a Revenue project titled 'Training Facility and Updating Equipment'. This project lists its main activity as Multi Sports.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 41-73

ANDREW WILLIAM JAMES Appointed: 2017, Occupation: Retired Solicitor

ANNA GOODLEY Appointed: 2023, Occupation: Insurance Director

DIANE PEGRUM Appointed: 2023, Occupation: Equine Coach

HELEN JACKSON Appointed: 2023, Occupation: Medical Secretary

JUSTINE ELIZABETH BAYNES Appointed: 2020, Occupation: Director At British Triathlon Federation

NIGEL JOHN HOWLETT Appointed: 2020, Occupation: Chartered Accountant

PLEASANCE JEWITT Appointed: 2024, Occupation: Director

TIMOTHY RONALD GEOFFRY VESTEY (Chair) Appointed: 2021, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 25/10/1995, number: 1050146
Registered at Companies House on 26/06/1995, number: 03072475

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

20 returns made; all on time

Main office

The Pony Club
Lowlands Equestrian Centre
Old Warwick Road
Shrewley
Warwick
Warwicks

Objectives

THE CHARITY'S OBJECTS (‘OBJECTS’) ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING: 4.1 TO PROMOTE AND ADVANCE THE EDUCATION AND UNDERSTANDING OF THE PUBLIC AND PARTICULARLY YOUNG PEOPLE, IN ALL MATTERS RELATING TO THE HORSE, ITS ENVIRONMENT, EXERCISE AND WELL-BEING, ITS SPORTING AND RECREATIONAL USE AND ATTRIBUTES AND TO PROMOTE AND ADVANCE THE ACQUISITION AND DISTRIBUTION OF KNOWLEDGE OF ALL MATTERS CONCERNING THE HORSE (INCLUDING THE WELFARE AND BREEDING OF HORSES AND PONIES); AND 4.2 TO EDUCATE AND ASSIST YOUNG PEOPLE THROUGH THEIR LEISURE ACTIVITIES SO AS TO ASSIST IN THE DEVELOPMENT OF THEIR PHYSICAL AND MENTAL CAPACITIES TO HELP THEM TO MAXIMISE THEIR POTENTIAL AND BETTER ENABLE THEM TO GROW TO FULL MATURITY AS INDIVIDUALS AND FULL AND CONFIDENT MEMBERS OF SOCIETY - IN PARTICULAR BY THE PROVISION OF INSTRUCTION FOR YOUNG PEOPLE INTO RIDING, AND THE CARE OF HORSES, PONIES AND OTHER ANIMALS.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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