Trustees’ Annual Report for the period
From 01/04/2024 Period start date To 31/3/2025 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/Tourist information centres |
| 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 | 3rdApril – Penrith Lottery. Platform to help raise funds for local causes. 7thApril – Kate Simpson. Heritage Trust Collection – illustration on merchandise the the FPHT received a donation from per sale. 20thApril – Forty Farms Fair Day – Epona Display, FPHT a part of the project. 11thMay – FPS Stallion & Colt Show – full stand on the day. 25thMay – Keswick Musuem. Summer Fair 1stand 2ndJune – Country Fest at Westmorland Show Ground. Full 2 days with the stand. 16thJune – FPS, Midland East & West Fell Pony Show in Nottingham. 21stJune – Friends of the Lake District. Leaders in Landscape Training Day. 25thJune – Film of Tails of Cumbria Heritage by two Cumbrian University students wins TV award. 1stto 5thJuly – Hosting Touching Wild course at Gowbarrow Hall Farm. 20thJuly – Forty Farms Fair at the Rheged. 27thJuly – Shap Farmers Market 30thJuly – Armitt Museum Talk and presentation. 4thAugust – FPS Breed Show at Dalemain. Took the FPHT stand. 5thAugust – Old Court House, Shap. Talk and Film 10thAugust – Matterdale Summer Fair, took a Fell Pony and information to display. 11thAugust – Open afternoon at the Greenholme Stud 26thAugust – Local MP Tim Farron visit to see Fell ponies. 31stAugust – Pasture for Life, field day. Managing bracken with ponies. 7thSeptember – Natural England officer’s visit. Talk about Fell ponies on farms. 12thand 13thSeptember – Westmorland County Show, full stand for 2 days. 16thOctober – Talk at Keswick Museum. 26thOctober–NWA Fell Pony sale. FPHT |
stand and introduce new Breeders map in Cumbria. 16[th] November – Forty Farms Day at the Rheged. 11[th] December – Enduring Stewards Book launch in collaboration with FPSNA. 18[th] January 2025 – Fading Hoofprints book launch. Equine Legacy Project. 22[nd] January – Winter 2025 RBST magazine. Article about Fell ponies at Gowbarrow Hall Farm, regenerative farming. 3[rd] February – Exeter and Falmouth University. Ecology, Environment Student Fair Day in Cornwall. 5[th] March – Dufton Village Hall. Talk and presentation. 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, educational materials 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 objectives set |
Para 1.41 |
|---|---|
| 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 ofthe period |
Para 1.21 | Total cash fund is in £1732 credit as of 31/3/25 |
| Statement explaining the policy for holding reserves statingwhy they areheld |
Para 1.22 | The only committed outgoing is insurance of £147 in this period. So, reserves held above this figure. |
| Amount of reserves held | 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,royalcharter) |
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
| Charityname | Fell PonyHeritage Trust |
|---|---|
| Other name the charityuses | |
| Registered charitynumber | 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(if any) |
|---|---|---|---|---|
| Elizabeth Robinson | Chairperson | |||
| David Pooley | Treasurer | |||
| Sue Burns | ||||
| William Potter | ||||
| Amy Ogle | Appointed 28 March 2025 as aTrustee |
FPHT Trustee board. | ||
– 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 adviser |
Name | Address |
|---|---|---|
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 4[th] July 2025
Charity Name No (if any) Fell Pony Heritage Trust 1201462 Receipts and payments accounts CC16a
For the period Period start date Period end date To from 01.04.2024 31.03.2025
Section A Receipts and payments
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts Grants 5,567 Donations 1,863 Activites forgeneratingfunds 2,422 - Other receipts 400 Fundraisingevents 105 - - 10,357 - - Sub total - Total receipts 10,357 A3 Payments Printing/ Stationary/ Postage 595 Insurance 147 Events / Exhibition / Fundraising 1,967 Merchandise fundraising 1,785 Cost of charitable activities 136 Website / Computing 264 Wages - Supprt Officer 7,697 - - Sub total 12,591 - - Sub total - Total payments 12,591 Net of receipts/(payments) - 2,234 A5 Transfers between funds - A6 Cash funds last year end 3,966 Cash funds this year end 1,732 Unrestricted funds to the nearest £ Charitable activities / Fees for charitable services Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 5,567 1,863 2,422 - 400 105 - - 10,357 - - - 10,357 595 147 1,967 1,785 136 264 7,697 - - 12,591 - - - 12,591 - 2,234 - 3,966 1,732 |
Last year to the nearest £ |
| - - - - - - - - - |
5,567 | 7,202 | ||
| 1,863 | 3,818 | |||
| 2,422 | 948 | |||
| - | 144 | |||
| 400 | 197 | |||
| 105 | 990 | |||
| - | - | |||
| - | - | |||
| 10,357 | 13,299 | |||
| - - - |
- | |||
| - | - | |||
| - | - | |||
| - | 10,357 | 13,299 | ||
| - - - - - - - - - - |
595 | 309 | ||
| 147 | 182 | |||
| 1,967 | 2,017 | |||
| 1,785 | 426 | |||
| 136 | 70 | |||
| 264 | 518 | |||
| 7,697 | 6,194 | |||
| - | - | |||
| - | - | |||
| 12,591 | 9,716 | |||
| - - - |
- | |||
| - | ||||
| - | - | |||
| - | 12,591 | 9,716 | ||
| - | - - - - |
- 2,234 | 3,583 | |
| - | - | - | ||
| - | 3,966 | 383 | ||
| - | 1,732 | 3,966 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use |
Details Balance as of 31.03.2025 Details Details Details Photographic display boards Text display boards and banners Tables Artist easel Gazebo FPHT table clothe Details Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ 1,732 - - 1,732 OK to nearest £ - - - - - - Unrestricted funds Unrestricted funds Fund to which asset belongs Fund to which asset belongs Equipment for doing events, exhibitions Equipment for doing events, exhibitions Equipment for doing events, exhibitions Equipment for doing events, exhibitions Equipment for doing events, exhibitions Equipment for doing events, exhibitions Fund to which liability relates |
to nearest £ - - - - OK to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Restricted funds Restricted funds Amount due (optional) |
to nearest £ Endowment funds |
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| OK | ||||
| to nearest £ Endowment funds |
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| Current value (optional) |
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| When due (optional) |
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Signed by one or two trustees on behalf of all the trustees
| Signature | Print Name David Pooley |
Date of approval |
|---|---|---|
| David Pooley | 06.05.2025 | |