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2025-03-31-accounts

Shy Lowen Horse and Pony Sanctuary Annual Report 2025

Reference and Administration Details

Charity name Shy Lowen Horse and Pony Sanctuary
Registered Charity Number 1122891
Charity’s principal address Buckley Hill Lane
Liverpool
Merseyside
Postcode L29 1YB
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 the 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 and the plans for nature trails, wellbeing zones and easier access are key to improving the future sustainability of this charity to support the equine rescue work at its heart. The future sustainability will be dependant upon improvements to the infrastructure. As a result of us engaging property specialist solicitor Stephen Breen in September 2022 as outlined in our report for the financial year ending 31st March 2023 agreement with the land owner Sefton Council. The lease was completed on 28th March 2024. This provided the security required to complete the site upgrades we have long had in our plans which were brought into sharp focus during this financial year which was dedicated to commencing the site improvements required for the future sustainability, both environmental and financial, of this charity.

Objectives and Activities

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.

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 Diana Startin Charitable Trust Sefton CVS Community Foundation for Merseyside Blue Sky Foundation Crosby Rotary Club Hemby Charitable Trust Liverpool One Foundation Pets At Home Foundation Merseyside Police Commissioner Youth Diversion Fund Anne Duchess Of Westminster’s Fund The Pilkington Family Trust Jamie Carragher 23 Foundation

Shy Lowen: What We Do and Why It Matters

Horses and ponies arrive at Shy Lowen for many reasons: owners facing redundancy or financial hardship, illness, behavioural challenges, age or infirmity, or abandonment. Every equine that comes to us is guaranteed a home for life. Those who can be re-homed are placed on permanent loan adoption contracts, remaining the property of Shy Lowen to ensure their long‑term welfare.

Prospective homes are carefully inspected, and adopters agree to strict care standards, including a commitment not to sell or pass the animal on. Each adopter becomes a Friend of Shy Lowen, donating a minimum of £10 per month to support ongoing care. Much of our success in rehoming is due to the dedication and skill of our volunteers.

Some horses are not suitable for rehoming due to age, health, or temperament. Others remain with us to take part in our ‘No Kicks, No Sticks’ riding programme. These equines become permanent residents and can be sponsored for as little as £10 a year. Supporters travel from across the country to visit the horses they sponsor.

Shy Lowen sits on the edge of an urban area, surrounded on three sides by social housing estates that rank highly on indices of deprivation. Our volunteers—aged from as young as three to over eighty—come largely from the local community. Many have few other opportunities to interact with horses or spend time in open green space. Through their involvement, they gain access to nature, learn new skills, and become part of a supportive community. Volunteers contribute to every aspect of the organisation: animal care and training, bookkeeping, land management, fundraising, machinery maintenance, and countless other tasks.

Rehoming has slowed as the economic crisis continues to affect families. At the same time, we have seen a sharp rise in requests from owners who can no longer afford to care for their horses. To prevent unnecessary surrender and keep animals in familiar environments, we now offer “in‑home” support by providing essentials such as feed and bedding.

The Therapeutic and Educational work done is proving to be more popular as the impact of covid lockdowns in the social and educational development of children becomes more apparent. We have seen an increase in professional approaches for assistance with young people but conversely a decrease in the level of volunteer commitment from this cohort. This appears to have its root in the time spent isolated and being connected via screens which has become the norm and time spent outdoors and in physical company of others a more alien concept. We have taken steps to address this and have increased the time spent supporting or young Care Committee team.

Our work with Tom Harrison House working with military veterans in recovery from addiction has received excellent feedback and is continuing to grow. The veterans pay it forward by providing support as volunteers. A significant effort was co-ordinated by Stuart Mendelson who worked very hard to put a new roof on our stables and education centre. Thank you Stuart and everyone who helped with this effort.

Our horse riding programmes were changed during this financial year with a requirement being implemented that people wishing to access horse riding opportunities must first demonstrate some commitment to the wider work done at Shy Lowen. This was felt to be important because our message of horses being important just for being themselves was being lost as many people were presenting who were demonstrating that they were interested only in their requirement to ride horses with no interest in the wellbeing or otherwise of the animal involved.

Social media

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

Facebook

And X (formerly known as Twitter) htps://twiter.com/shylowen

Social media continues to be one of the Sanctuary’s most effective tools for informing and educating the public about our work, promoting equine welfare, and advertising horses and ponies available for rehoming. These platforms provide free or low‑cost outreach to an audience of more than 12,000 followers, giving us a powerful way to share updates and reach potential adopters.

Because social media is the preferred communication channel for many young people, it also supports our focus on youth engagement through the Care Committee. Adapting to the communication styles of younger audiences helps us build stronger relationships, deliver education more effectively, and encourage long‑term involvement in equine welfare.

Our Facebook‑based fundraising stream remains popular, although recent structural changes mean that donations are now routed through PayPal, which applies fees before funds reach the charity. Despite this, the platform continues to generate valuable income. Regular videos, photographs, and updates about the animals at Shy Lowen help maintain supporter interest, strengthen transparency, and encourage further donations. We are actively exploring additional ways to expand our use of these platforms in the future.

We have also strengthened our rehoming process. In the past, some applications failed because applicants were not fully honest about their experience or ability. To address this, we now require applicants to submit video footage demonstrating their level of expertise. This has significantly reduced the number of unsuitable applications and unnecessary appointments, allowing us to assess suitability in advance and match horses and ponies more effectively with appropriate homes.

Achievements and Performance

The site upgrade entitled ‘Peace Of The Wild Things’ was launched and a successful crowdfund which brought in a significant grant from Liverpool City Region was launched.

All the work was, and is, being done by volunteers and continues with plans to be completed in 25/26 with the meditation zone due to be first used in Spring 2026

Financial Review

We have had a goal for the past 3 years to achieve a minimum of 6 weeks and an ideal of 3 months of financial reserves and, pre covid, we were making inroads into doing this but the deficits and income challenges over those years meant that we used the funds we had managed to accumulate and we are currently operating very much on a ‘hand to mouth’ basis which is extremely challenging.

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) 2 #™ id Full Name(s) Bernadette Langfield

Position Trustee Date 25/1/2026

RECEIPTS AND PAYMENTS ACCOUNTS FOR THE YEAR ENDING 31 MARCH 2025

Receipts
loan horses
fundraising
sponsor horses
gift aid
friends of Shy Lowen
donations
grants
silent whispers training courses
tack sales
loanfrom clain
legacy donation
Total Receipts
Payments
wages
capital equipment
hard feed
hay
bedding
farrier
rent
electric
manure
transport
tack
water
generator petrol
insurance
tools
skip hire
cleaning
fundraising
vet
repairs
road tax
bank
stationery
website
reward and recognition
vehicle fuel
vehicle repairs and MOT
ICO fee
Licensing
SAGE Payroll
passports
loan repayment CLAIN
Total Payments
2025
unrestricted
restricted
7780
19458
6220
5397
5280
64189
9429
11000
54746
24300
2028
15000
17454
178106
64175
71297
14760
798
49415
14248
26000
4680
5720
1412
751
4034
180
370
1417
0
4988
3298
1958
6183
4746
14079
1679
780
984
398
172
2247
3640
708
47
1080
296
0
178190
64175
2024
unrestricted
restricted
8320
37711
9327
12918
6400
90426
40570
3600
23600
1830
0
15000
246102
3600
112412
8700
3600
15620
32760
3900
6150
1388
789
4420
0
853
1609
60
6186
2510
1250
5322
2946
13956
9628
709
974
258
135
95
2080
975
40
816
274
0
7000
243815
3600
2025 2024
**Unrestricted ** Restricted **Unrestricted ** Restricted
Net receipts (payments) -84 0 2287 0
Cash balances as at 1/4/24 2712 0 425 0
Cash balances as at 31/3/25 2628 0 2712 0

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 2025, 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:

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:

Signature

Name: Kari Hansen

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

Date: 29/01/26