## **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**| |---|---|---|---|---| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||OK| |||||**to nearest £**
**Endowment**
**funds**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**When due**
**(optional)**| ||||**-**|| ||||**-**|| ||||**-**|| ||||**-**|| ||||**-**|| 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| ||||