THE FENIX TRAINING TRUST
IA CHARITABLE INCORPORATED ORGANISATIONI
REPOPT AND FINANCIAL sfATEMENTS
FOR THE YEAR ENIXD 31 DECEMBER 2023

THE FENIX TRAINING TRL15T
IA CHARITABLE INCORPORATED ORGANISATIONI
REPORT ANDF FINANCIAL STATEMEPITS
FOR THE YEAR ENDED 31 DECEMBER 2023
coKrEKrs
P¥e
Report of theTruste•s
Receipts and Payments3cctyJnts
Statement of Assets and Liabilities

THE FENIXYRAINING TRUST
REPORT OF ThE TRUSfEES FOR THE YEAR ENDED 31 DECEMBER 2023
The Trustees are pleased to present their report. totetherwith the fifiancial ststements of the charity.
for the yearended 31 DecemteT 2023.
RÉFERENCE A14D ADMINISTRATIVE DEfAILS
Ch•rity numbér
1151830
Prlndp41 Addrtss
Higher Hill Farm
Clayhidon
Culbrnpton
De￿Tr EX15 3TW
Bankers
8arclays Bank
26 FoTe Street
Wellifi8ton
SO￿r5etT￿218AN
Trustees
The trustee5 serving duringthe year and since year eTrd were as folk)ws=
lan Yule Ichairl
Joanna 8roadbeni Isecretaryl
Andrew Walker
Lynne Wright
STRUTURE. GOVÉRNANCE ANO MANAGEMEP
Governi￿ d¢xurnent
The Fenix TTrining Trust is a charitab￿ Incorporated OT8ani5ation iaoi governed ty its Constttution
adopted at its inaugural meetin8 9th May 2013 fdlowin8 confirmation by the Charity commissK)n
of its regiSte￿d charity status on 29th April 2013.
Appointment of Trustees
As set out in the ctsn5tstut￿n. there must be at least three charity trustees and not More than ￿e1ve.
The trustees are also the members of the CIO and have no liabilTty to contribute to its assets if it is
wound up and no person31 responsibility for settlinR tt5 debtsand liabilities.
Apart from the initial trustees. everytrustee so apwinted for a term of three ￿arS a￿h0￿h they
can offer themselves for re-apFK>intN*nt aThd retire by notrfying the CIO in writin8.
Appointment is by a ￿SOlutIOn passed at a propedy convened meetin£ ol the CIOtrustee&

THE FENJXTRAINING TRUST
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DÉCEMBER 2023 Icontd.)
Oryanlsation
The board of trustees administersihe charity and N*ets at *3st twice a year.
In pknning ouractivities. we kept sn mind the Charity Ci)mmissb)nt¢s
Kuithnce on public benefit. We have continued to c¢)mmunicate on a re8ular ba￿$ ty phone
and meet as ￿qui￿d.
Rlsk Managemert
The trustees condutted a review of the major risks whKh the charty was exposed and contintbe.
where appropriate, have systems or procedures to mitigate the risks the charity faces.
Procedures are in place to ensure compliance wfth health and ￿fety of staff. volunteers. clients
and visitotsto the cent¥e.
08JEcfivES AND ACTNMES
The objerts of the charity ftsrthe public benefrt are set otst in the CIO ConstttutioA.'
To athance in lrfe and help young wple (under ihe age of 251 thrO￿h the pfovi5h?n
of facilities for horse ridinL carriage driving and other amateur equestrian Sports in the
interests of xKial wetFare with the obsect of imprthfing the conditions of life.
To Telieve the needs of disabled people thrts￿h the provision of facilit*s for horse
rsdin& carriage riding and other amateui equestrian 5POrt5 Wlth ihe objett of impwnR
their condr(ions of life.
To J(Ivance the education of the publK in the subjett of FM)rse drnwn transport through
lettures, demonstrations, eventsand ty the establ1shft￿nt and maintenance of
a rnuseum of horse drawn vehicle5
We have referred to the 8uidance contained in ihe Charity CommissKJnerfs genetal 8uidance on
public benefit when ￿VIeW1n8 our atms and objectives and in pJanningOurfutU￿ attivities.
We welcome anyone who can benefit from the resources on offer re8ardless d personal
background, faith, gender, age, financial means or perg)nal Circumstan￿$.
ACHIEVEMENTS ANO PERFORMAPXE
This year has ieen an<nher priMIuttNe year. The Uniq￿ museum which ￿ the main feature of the Trust has
again enthralled vigtors on aNanged vigts as well a5th05e who vislt the facilites on a ￿But•[ basis.
The collertion eontinues to grow as Carria8es are restored and housed in the mÈsÈum.
There have been visits this year from two Lontkn LNery companies tr*)rh of whom enjoyed an educational dav.
A new event fof the Trust was the annual presentaion by the Coachrnakers Company toyoung students
Interested in the arts and Crafts of "four in hand coaching" was held at the Trust which included
a two day instructional course.

THÉ FENIXTRAINING TRUST
REPORT OF THE TRUSTEES K)R THE YEAR ENDED 31 DECEMBER 2023 IC41ntd.I
ACHIEVEMENTS AND PERFORMANCE IContd.I
We Continue to receive donations and numer¢￿5 te￿phOne enquiries and req￿stsfOr
advice and a5S15tance.
Continued netWOr￿ng with the Somerset Sight charityaThd the Fenix TrainingTrust ha5 rneant that
Ihe relationship continues to flouTish. However. thisyear due to their internal reorganisiation and a clash of
dales meant they were unable to visitthis yeai_
A new evernt forthe Trust Was a Vlsit fromThe Exeter Flotilla and Royal Navy Officers who arTrnged a very
successful visit and the Trust recceived a &)nation.
FINANCIAL REVIEW
Receipts in the year to 31 December 2023 were £ 5505
and expendlture of £ 5302.31. leaving £ 10855.67 In the bank
During the yearthe annual rent for the premises of £2.2CiI was paid to Fenix Carriages.
Fenix Carriages is a business partnership between one of the trustees l Mrsj 8roadbentl ènd her
husband.
approved by the trusteeso24.-. Octoter 2024 and ggned on its behatF by".
lan Yule
(Chairmanl

THE FENIX T￿NING TRUST
RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 31 DECEMBEA 2023
Tot
Funds
2023
Unrestritttd
fvnds
Total Fufid5
2022
funds
RECEIPTS
Voluntary Income..
Grants & Donations
Git Aid Tax recovÈred
Lettures and Museum Tour5
Events and Sponsorship
MDDC COMD-19 Grant
Use of Facilities
32lXI
32(
3,200
1.955
1.955
so
TOTAL RECEIPTS
5.155
5,155
3.250
PAYMEIITS
Rent
Rates
221YI
146
656
2.2(Kl
146
656
2,200
138
576
1,650
1,206
Accountancy Fees
Donations & Sponwhip
Defibrillator
Event and tour costs
Website Hosting
Secretarial and meeting Venue costs
Trustee Travel Eyrenses
TOTAL PAYMEfrirs
4.952
4,952
5,770
E¥cess of Recespts over Payments
203
Z03
12.5201
Cash funds &ro¥ht Forward
lo￿53
10.653
13.173
(ash Funds Carried $On￿rd
lo￿56
lo￿56
10,653

ThE FENIX TRAINING TRUST
STATEMENT OF ASSETS At4D UL8IUTIES
AS AT 31 DECEMBER 2023
2023
2022
Other Assets
1206
CASH FUNDS
8ank current account
10*56
10.653
OTHER MONETARY ASSETS
Ineome Ta¥ Recoverable
LIABIUTIES
A 5 year lease was entered into at an annual rent of £2,ocKI from 1st May 2013.
The first rent wa5 paid in March 2014 and rent continue5 to be pahl for 2023.
t E2.200 per annum.
LEASÉMOLD IMPAOVEMEpns
Toilet Facilities
Approved bythe Trustees on24.-. October 2024 and signed c47 their behalf bv".
lan Yule
{Chaim￿nI