## **Trustees’ Annual Report for the period** **From 29/12/22 Period start date To 31/3/24 Period end date** **Charity name: Fell Pony Heritage Trust** ## **Charity registration number: 1201462** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|To protect and preserve as a species for the
benefit of the public the traditional breed
characteristics of the native cumbrian hill
bred fell pony and the agricultural
landscapes and cultural traditions associated
with them in particular but not exclusively by:
-Protecting for the public benefit the
traditional agri-pastoral management
systems of the hill bred fell pony herds
-Promoting for the public benefit the
biodiversity, conservation and sustainable
pastoral use of the physical and natural
environment of the hill bred fell fell pony
-Advancing for the public benefit the
education of the public in general on the
subject of the heritage of the hill bred fell
pony breed in its traditional native
environment.| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.|Para 1.17 and
1.19|Events/exhibition/school visits| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|Conserving the Fell Pony on the Cumbria
Fells where it is threatened/endangered is a
benefit for the public in general.| **Additional information (optional)** You may choose to include further statements where relevant about: SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|We did 5 talks to local groups including
history groups, young farmers clubs,
university and college students.
11 school visits were done with a fell pony.
9 agricultural shows and events were
attended with tradestands.
3 farmers markets were attended with
tradestands.
3 standalone fundraising events were held.
2 fell pony stud open days were held.
A film was produced in conjunction with
students from Cumbria University on their
wildlife media course.
A life drawing course was held with
instruction given on drawing fell ponies, this
doubled up as a fundraiser as well as raising
awareness of the breed and its
characteristics.
We took part in the Epona project which
resulted in a month long exhibition at the
Rheged centre raising awareness of the
breed and its heritage.
A feature was done on BBC Radio Cumbria.
We were one of the guest speakers at the
Rare Breeds Stallion AI project at Gemini
Genetics, Whitchurch Shropshire.
Through these events we have participated
in we have benefitted the general public by
raising awareness of the breed, its heritage
and the part it plays in the eco system. The
trust has raised money to fund promotional
literature and expenses, merchandise has
begun to be produced and sold to advertise
the trust and help us financially.| **Additional information (optional)** You may choose to include further statements where relevant about: Achievements against Para 1.41 objectives set |||| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|Total cash fund is in £3966 credit as of
31/3/24| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The only committed outgoing is insurance of
£182 in this period. So reserves held above
this figure.| |Amount of reservesheld|Para 1.22|£500| |Reasons for holding zero
reserves|Para 1.22|n/a| |Details of fund materially in
deficit|Para 1.24|n/a| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|n/a| **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|CIO| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|CIO| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|Interview potential trustees and the existing
board of trustees vote them on| |**Additional information (optional)**
You may choose to include further statements||where relevant about:| |Policies and procedures
adopted for the induction and
training of trustees|Para 1.51|| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|| |Relationship with any related
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|Fell Pony Heritage Trust| |---|---| |Other name the charity uses|| |Registered charity number|1201462| |Charity’s principal address|8 Highfield, Tebay, Penrith, CA10 3TJ| ||| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Elizabeth Robinson|Chairperson||| ||David Pooley|Treasurer||| ||Sue Burns|||| ||William Potter|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – Corporate trustees names of the directors at the date the report was approved **Director name** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** ## **Funds held as custodian trustees on behalf of others** Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** **Type of Name Address adviser** ## **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s) Full name(s)** Elizabeth Robinson **Position (eg** Chairperson **Secretary, Chair, etc) Date** 13th December 2024 |**Fell Pony Heritage Trust**||**No (if any)**||| |---|---|---|---|---| |**Receipts and payments accounts**||||**CC16a**| |Period start date
**For the period**
**from**
29/12/2022|**To**|Period end date
31/03/2024||| |**Section A Receipts and payments**|**Section A Receipts and payments**|||||| |---|---|---|---|---|---|---| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**7,202**
**3,818**
**948**
**144**
**197**
**990**
**-**
**-**
**13,299**
**-**
**-**
**-**
**13,299**
**309**
**182**
**2,017**
**426**
**70**
**518**
**6,194**
**-**
**-**
**9,716**
**-**
**-**
**-**
**9,716**
**3,583**
**-**
**-**
**3,583**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**7,202**
**3,818**
**948**
**144**
**197**
**990**
**-**
**-**
**13,299**
**-**
**-**
**-**
**13,299**
**309**
**182**
**2,017**
**426**
**70**
**518**
**6,194**
**-**
**-**
**9,716**
**-**
**-**
**-**
**9,716**

**3,583**||**Last year**
**to the nearest £**| |Grants|**7,202**|||||**10,890**| |Donations|**3,818**|||||**54**| |Acitivities forgeneratingfunds|**948**|||||**60**| |Charitable activity / fees for charitiable
services|**144**|||||**-**| |Other receipts|**197**|||||**-**| |Fundraisingevents|**990**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**13,299**|||||**11,004**| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||**-**|||||| ||**-**|||||**-**| |**_Sub total_**|**-**|||||**-**| |**_Total receipts_**
**A3 Payments**||||||| |||||||**11,004**| |||||||| |
Printing/ Stationary/ Posters|**309**|||||**98**| |Insurance|**182**|||||**100**| |Events / exhibitions / fundraising|**2,017**|||||**327**| |Merchandise / Travel|**426**|||||**-**| |Cost of charitable activities|**70**|||||**-**| |Website / computing|**518**|||||**280**| |Wages / admin assistant|**6,194**|||||**10,258**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_ **|**9,716**|||||**11,063**| |||||||| |**A4 Asset and investment**
**purchases (see table)**||||||| |**,**|**-**|||||| ||**-**|||||| |**_Sub total_ **|**-**|||||**-**| |**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**||||||| |||||||**11,063**| |||||||| ||**3,583**|**-**|**-**|
**3,583**||**- 59**| ||**-**|**-**|**-**|**-**||**-**| ||**-**|**-**|**-**|**-**||**-**| ||**3,583**|**-**|**-**|**3,583**||**- 59**| CCXX R1 accounts (SS) 14/12/2024 1 |**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|| |---|---|---|---| |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Balance in current account at 31/03/2024
**Details**
**Details**
Photo display boards
Text display board
Tables
Artist easel
Gazebo
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**3,966**
**-**
**-**
**-**
**-**
**-**
**3,966**
**-**
Agreement Error
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
Equipment for
~~events~~
**-**
Equipment for
~~events~~
**-**
Equipment for
~~events~~
**-**
equipment for
~~events~~
**-**
Equipment for
~~events~~
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
David Pooley|**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| |||David Pooley|05/10/2024| ||||| CCXX R2 accounts (SS) 14/12/2024 2