# **Shy Lowen Horse and Pony Sanctuary Annual Report 2022** 



## **Reference and Administration Details** 

|Charity name|**Shy Lowen Horse and Pony Sanctuary**|
|---|---|
|Registered Charity Number|**1122891**|
|Charity’s principal address|**18 Back Lane**|
||**Thornton**|
||**Merseyside**|
|Postcode|**L29 7WD**|



|**Trustee Name**|**Ofce (if any)**|**Dates acted (if not for whole year)**|
|---|---|---|
|Bernadete Langfeld|Chair||
|Eric Langfeld|||
|Michelle Irving|||
|Patricia Sheridan|||
|Kellie O’Shea|||
|Elouise Jones|||
|Nanete Cox|||
||||
||||





## **Structure, Governance and Management** 

## **Description of the Charity’s Trusts** 

_Type of governing document:_ **Trust Deed** _How the Charity is constituted:_ **Trust** 

_Trustee selection methods:_ **Appointed by The Board of Trustees** he charity operates with a Child and Vulnerable Adults Protection Policy and Trustees, staff and adult volunteers are DBS (CRB) checked every three years. 

The Charity works closely with Carla Lane’s Animals In Need, military veteran charity Tom Harrison House and local education providers 

The trustees recognize that public interest in the riding establishment activities are improving future economic sustainability. Continuation in the future sustainability will be dependant upon improvements to the infrastructure. With this in mind the trustees are pursuing a permanent property holding to ensure the home of Shy Lowen is secure. 

The year began with the uncertainty of strict Covid 19 lockdowns which led to 5 of the 7 annual open days being cancelled. In addition there were very limited opportunities to offer any of the services provided through our Riding Establishment licence. 



## **Objectives and Activities** 

**Whilst assessing the requirements to ensure the survival of this charity it was apparent that the original objectives set were not reflecting the actual activities. Additional objectives were agreed to properly describe the charitable objects and activities. These were agreed and ratified. The full objectives are now:-** 

FOR THE BENEFIT OF THE PUBLIC TO RELIEVE THE SUFFERING OF ANIMALS (IN PARTICULAR EQUINES) IN NEED OF CARE AND ATTENTION AND TO PROVIDE AND MAINTAIN RESCUE HOMES OR OTHER FACILITIES FOR THE RECEPTION, CARE AND TREATMENT OF SUCH ANIMALS. 

TO PROMOTE HUMANE BEHAVIOUR TOWARDS ANIMALS BY PROVIDING APPROPRIATE CARE, PROTECTION, TREATMENT AND SECURITY FOR ANIMALS WHICH ARE IN NEED OF CARE AND ATTENTION BY REASON OF SICKNESS, MALTREATMENT, POOR CIRCUMSTANCES OR ILL USAGE. 

TO EDUCATE THE PUBLIC IN MATTERS PERTAINING TO ANIMAL WELFARE IN GENERAL AND THE PREVENTION OF CRUELTY AND SUFFERING AMONG ANIMALS. 

TO PROVIDE OPEN SPACE FOR PEOPLE OF ALL AGES AND ABILITIES TO ENJOY AND RESPECT NATURE AND WILDLIFE. 

TO PROVIDE MENTAL HEALTH SUPPORT FOR PEOPLE WITH THE USE OF HOLISTIC THERAPIES. 

TO PROVIDE INCLUSIVE AND AFFORDABLE ETHICAL EQUESTRIAN RECREATIONAL AND LEISURE PURSUITS FOR THE COMMUNITY. 



## _**Whilst organising and arranging activities and events the trustees had regard for the guidance issued by the Charity Commission on Public Benefit.**_ 

- The seven sanctuary Open Days which are usually  well attended and enjoyed by the local community were largely lost to the global pandemic lock down situations. We did manage two events held outdoors at Shy Lowen which were very well attended, in part because people were grateful for an opportunity to enjoy being together at an event. 

- The continued decimation in numbers of volunteers owing to the Covid 19 restrictions meant that we needed to increase our staffing which led to an in increase in costs to the charity. 

- We are very grateful to all of the following people and organisations for their huge contribution in funding this charity throughout the pandemic crisis of through from 2020 to the present day. Without their help we would survive. 

Monty Roberts Kelly Marks Roger Lyon Mike Badger Joyce Lund Trust Jean Sainsbury Animal Welfare Trust Sefton MBC Discretionary LCR Cares Petplan Charitable Trust Royal Sun Alliance Ravensdale Trust Sylvia Waddilove Trust Marchig Animal Welfare Trust Marchig Foundation CAF Resilience Fund Hilda Holmes Charitable Trust Elise Pilkington  Charitable Trust The Armed Forces Covenant Fund Sefton CVS Community Foundation for Merseyside 



## **Activities relating to aims and objectives** 

Horses and ponies come to Shy Lowen for a number of reasons: owner's redundancy or other economic problems; illness of owners; animal behavioural problems or animal age or infirmity; abandoned animals etc. 

Re-homed horses remain the property of Shy Lowen as they have been guaranteed a home for life. 

New homes are inspected prior to placement and these are subject to contracts requiring specific care standards including agreement not to sell or pass the animal on to others. 

Those who re-home an animal must donate a minimum of £10.00 a month as a Friend of Shy Lowen. Successful re-homing is due, in large part, to the work undertaken by volunteers. 

Permanent residents can also be sponsored for as little as £10.00 a year and regular supporters come from far and wide to visit their adoptees. 

Shy Lowen is sited on the edge of an urban area surrounded on three sides by social housing estates scoring highly for indices of deprivation. Volunteers come mainly from the local area and have few other opportunities to interact and care for horses and ponies. 

Usually our volunteers  range in age from 10 to over 80 years old. Owing to lockdown requirements throughout this year most volunteers were unable to attend and the daily duties fell upon a core group of staff, the number of whom was increased to cover the shortfall in volunteer number and experienced volunteers. 

Our newly created all weather surface passed its test of a first winter with flying colours. 



**NB with effect from 23rd March 2020 all public participation activities ceased pending further instruction from the UK Prime Minister. This was the situation throughout the 2020 to 2021 financial year and continued through the 2021 to 2022 year.  The gaps in lock downs this year meant that 2 of our usual 7 fundraising events could be held and we found ourselves still heavily reliant upon the generous donations made by individual members of the public and grants from organisations and trusts.** 

## **Social media** 

Shy Lowen makes active use of social media through its webpage htp://www.shylowen.com/ 

Facebook 

- - - - htps://www.facebook.com/pages/Shy Lowen Horse Pony Sanctuary/105853832819403 

And Twitter htps://twiter.com/shylowen 

Social Media remains the most effective way to inform and educate the public about the Sanctuary and equine-related issues and advertise horses and ponies suitable for re-homing. 

It is also the medium preferred by most young people and it is important to adapt to their communication style when working and educating young people. 

The funding stream through Facebook has continued to be popular and is a great resource as it is completely free of charge. 

We utilized these platforms to keep people up to date with the animals 

at Shy Lowen by showing regular videos and photographs of the activities. 

This leads to more donations being made as we made appeals for 

support. 



## **Achievements and Performance** 

Rehoming of horses and ponies has remained very slow this year as the effects of lockdown furlough bite people’s finances. 

Donations have remained steady . 

We have continued to receive significant grant funding which has allowed the charity to survive. 



## **Financial Review** 

**Our vulnerability owing to lack of reserve funding caused serious issues as the lock down has been prolonged. A lack of ability to fund raise in our usual ways coupled with the lack of reserves caused us to seek the support of grant funders to whom we are grateful as they chose to support us. We are continuing to take all steps possible to ensure that the charity survives in the short term and thrives in the long term.** 

**No funds are in deficit.** 

## **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)**_ Bernadette Langfield 

_**Position**_ Chair 

_**Date**_ 27/1/23 



## **RECEIPTS AND PAYMENTS ACCOUNTS FOR THE YEAR ENDING 31 MARCH 2022** 

|Total Funds||Total Funds||
|---|---|---|---|
||2022||2021|
|**Receipts**||||
|loan horses|4800||8300|
|fundraising|8126||6204|
|sponsor horses|6020||10330|
|gift aid|9664||2679|
|friends of Shy Lowen|1450||2920|
|donations|69524||51570|
|grants|42250||60120|
|silent whispers|22415||22300|
|tack sales|657||320|
|**Total Receipts**|164906||164743|
|**Payments**||||
|wages|84686||59940|
|capital equipment|6950||4100|
|hard feed|12976||11440|
|hay|29120||25480|
|bedding|3900||3900|
|farrier|5380||5400|
|rent|1395||1384|
|manure|4160||2400|
|transport|120||0|
|tack|98||132|
|water|3960||1480|
|generator petrol|2912||3650|
|insurance|8800||7120|
|tools|272||640|
|skip hire|1250||1250|
|cleaning|2900||2672|
|fundraising|921||216|
|vet|5320||9624|
|repairs|420||973|
|road tax|576||560|
|bank|0||0|
|stationery|165||57|
|website|65||65|
|reward and recognition|0||0|
|vehicle fuel|3255||3650|
|vehicle repairs and MOT|1340||960|
|passports|160||0|
|**Total Payments**|181101||147093|





||**2022**||**2021**||
|---|---|---|---|---|
||**Unrestricted**|**Restricted**|**Unrestricted**|**Restricted**|
|**Net receipts (payments)**|-16195||17650||
|**Cash balances as at 1/4/20**|23158||5508||
|**Cash balances as at 31/3/21**|6963||23158||





## **Independent examiner’s report to the trustees of Shy Lowen Horse and Pony Sanctuary – Charity number 1122891** 

I report on the accounts of the Trust for the year ended 31 March 2022, which are set out on pages 01 to 02. 

## **Respective responsibilities of trustees and examiner** 

The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 43(2) of the Charities Act 1993 (the 1993 Act) and that an independent examination is needed. 

It is my responsibility to: 

- examine the accounts under section 43 of the 1993 Act; 

- to follow the procedures laid down in the general Directions given by the Charity Commission under section 43(7)(b) of the 1993 Act; and 

- to state whether particular matters have come to my attention. 

## **Basis of independent examiner’s report** 

My examination was carried out in accordance with the general Directions given 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 you as 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: 

- (1) which gives me reasonable cause to believe that in any material respect the requirements: 

   - to keep accounting records in accordance with section 41 of the 1993 Act; and 

   - to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 1993 Act have not been met; or 

   - (2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. 


Signature 

## Name: Kari Hansen 

Address: Newstead Farm, Quarry Street, Liverpool L25 6DY 

Date: 19/01/23