Trustees, Annual Report for the period Period stsrt dale Period end dale From 01 10 23 To 30 09 24 Section A Reference and administration details Charlty name PENNY HA'PENNY HORSE AND PONY RESCUE Other names charlty18 known by Roglstered charity number Ilf any} 1126507 Charlty's prlnclpal address 37 KNAPP WAY MALVERN Postcode WR14 1SG Name• of the charlty trustees who manago the charlty Dat•• ictsd If not for whole ••r Tru•tge nam? Office Ilf anyl N¥mè ol p•r•on lor body) •ntitl•d olnt tru•tee If•n JANET ROSE SUSAN ELIZABETH PENNY LAURA PENNY SARAH LOUISE PENNY 10 12 13 14 15 16 18 19 20 Names of the trustees for the charlty, If any, {for example, any custodlan trustees) Namo Dates acted if not for whole ear TAR Mgrch 2012
Namès and addresses of advisers (Optional Information) e of adviser Name Address Namè of chièf èxecutiv• or nam08 of senior staff members {Optional infonnation) Section B Structure, overnance and mana ement Descrlptlon of tho charlty's trusts Type of gov8rning document TRUST DEED How the charity is constituted TRUST Truslee selection methods TRUSTEES ARE APPOINTEDI REAPPOINTED WHEN NECESSARY Addltlonal governan¢g l••u•• (Optional Infom)atlonl You may ch00$0 to include additional information, where relevant, about.. policies and procedures adopted for the induction and training of trustees,, the charity's organisational structure and any wider network with which Ihe charity works., • relationship with any related partie5', tru8tees' consideration of major risks and the system and procedures to manage them. Section C Ob'ectives and activities TAR March 2012
The charity exists for the benefit of the public, lo relieve the suffering of horses and ponies in need of care and attention. The trustees have had regard lo the Charity Commission's guidance on public benefit when reviewing the charity's aims and activilies. Summary of the objects ofthe charity set out in its governlng docum8nt Dunng ihe year, Ihe charity continued lo provide and maintain rescue homes and Gare facilities for horses and ponies requiring treatment, sheller and ongoing care. Summary of the maln actlvltles undertaken for the public benefit In relation to these objects {Include wlthln th18 sectlon the statutory dgclaration that trusloe8 have had regard to the guldance Issued by the Charlty Comml88lon on publlc benefltl Addltlonal d•tsll8 of objectlves and acllvltle8 Ioptlonal Informatlon} TAR March 2012
You may choose to include further stalements, where relevant, about. poli¢y on grantmaking., policy programme related investment., contribution made by volunteers. Section D Achievements and performance TAR March 2012
Section D Achievements and performance Summary of the maln achievements of the charity during the year During the year, the charity Gonlinued to provide homes, care facilities and support for horses and ponies in need. The trustees remain committed to maintaining Ihe welfare of the animals in the charity's cafe and lo using the charity's funds to further its charitable objeclives. TAR March 2012
Section E Financial review Brlef statement of thè charity's policy on reserves Cash at bank at 30 September 2025 was £49,926, all of which was held in unrestricted funds. During the year, the charity received a significant giftllegacy of £67,636 from the estate of a deceased supporter. The trustees are extremely grateful for this generous support, which has strengthened the charity's financial position and will be used to support the ongoing care and welfare of horses and ponies in accordance with the Gharit 's ob'ectives. Details of any funds materially in deflcit NOT APPLICABLE Further financial revièw details {Optional Inforniation) The charity's principal SoUrS of funds are donations from the public and occasional legacy income. The trustees consider the main financial risk to bè a reduction in donations and fundraising income. The charity aims to maintain sufficient reserves to cover at least two months, running cosls and to meet unforeseen expendilure. You may choose to include additional information, where relevant about.. the charity's principal sources of funds (including any fundraising)., how expenditure has supported the key objectives of the charity., investment policy and objectives including any ethical investm8nt policy adopted. Section F Other optional information Section G Declaration The trustees declare that they have approved the tru8tees' report above. Slgned on behalf of the charity's trustoes Signature($) Full name(8) Po8ltlon {eg Secretary, Chair, etc SUSAN ELIZABETH PENNY TRUSTEEI SECRETARY Date TAR March 2012
CHARITY COMMISSION FOR ENGIAND AND WALES H•'P•n Hort• Ind Po 1128507 Receipts and payments accounts CC16a Forthe Feriod 01110Tr024 3010912025 To Section A Receipts and payments Unrvjtricted lunas Restrfcted funds Endowm&Trt funds Totsi funds •t year IDlh• Tr••rn•t e n•rnt¢ tolb• n•4f•rt£ th•wry•t£ ioth• nMMtt A1 Recel Grft from estsit 87,636 Sub totai{Gmss inwne for AR) 71,146 A2 Assot and investrnent Sales. ls¢e t•blel. Su) totsi Total r•c•lpts A3Pa F•eds 2.171 •.ooi 32 tl.066 1174 F4mBI F*4y Rent Telephonè l&Y Vebnèry Sundry 320 2$3 1918 37 2,918 37 Sub total 2P342 A4 As$gt and investment urchas•s, see table Sub totsl 29342 29242 Net olrnc•lpts/fpayments) AS Trdnsfers b8ts¥etrn lunds A8 Cash funds last y•ar gnd C•$h funds this year end 4•JOJ 523 4•.926 $2) 49,926 CCXX Rl 8Ctounts Iss) 09107r2026
Section B Statement of assets and liabilities at the end of the period Unrestricted funds Rgslricted fund¥ to Tr•4rn4t£ Endowment funds lo n••r••tt Categories Detsils B1 Co$h fund¥ Totsi ¢•¥h fvnds .920 Unrtsirfctod fund• R•sthct•d funds tr Tr••n•t£ Endovnnont lunds rjetails Details Co•tlopUonafl •ntv4lu Dgtails ¢o•tl0NllonTr cTr•n1¥•I B4 A•sets r•tsSn•d lor the ¢h#rlty'• own u Fund to du• Dètails B5 LlabllStl•s SvJned by one or tY)tru5t885 on behaw of011 th8 trust*5 Synature Print Narne Dale of roval Sue P•in 0910712026 CCXX R2 arojmts ISSI 0910712026
CHARITY COMMISSION FOR ENGLAND ANO WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusleesl members of PENNY HA'PENNY HORSE AND PONY RESCUE On accounts for the yoar ended 30 September 2025 Charlty no Ilf any) 1126507 Set out on pages 1 and2 I report lo the Iruslees on my examination of the accounts of the above charity {'the Trust") for the year ended 3010912025 Re$pon8Sbllltles and As the charity Iruslees of the Trusl, you are responsible for the preparalion basls of report of the accounts in accordance with the requirements of the Charities Act 2011 {"the Act"). I report in respect of my examination of the Trust's accounts Carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 14515llbl of the A¢t. I have completed my examination. I confirm that no material matters have ome to my attention in connection with the examination which gives me cause to believe that in, any material respect.. accounting records were not kept in accordance with section 130 of the Acl or the accounts do nol accord with the accounting records Independent •xamlner'8 statoment I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable proper understanding of the accounts to be reached. Ple8S8 delete the words in the br8ckets if they do nol apply. Slgnad: Dale: oq/r/ Name: Stuart Thomas Rèlevant professlonal qualifiGation{sl or body Ilf any): Association of Chartered Certified Accountant8 Addre8S: 6 Link Way Howsell Road Malvern WR14 1UQ Section B Disclosure Only complete if the examiner needs lo highlight matters of concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). IER October 2018
Glv• h•rn brf•f detalls of •ny Itomg that th• examln•r wl•h•s to dl•¢lose. IER Octob•r 2018