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2026-03-31-accounts

Fell Pony Heritage Trust 1201462
Receipts and payments accounts CC16a
01/04/2025
Period start date
For the period
from		 To 31/03/2026
Period end date
Section A Receipts and payments Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest £
-
1,999
3,947
122
263
-
-
-
6,331
-
-
-
6,331
616
143
77
1,786
644
264
-
-
-
3,530
-
-
-
3,530
2,801
-
-
2,801		 Restricted
funds
to the nearest £
12,453
-
-
-
-
-
-
-
12,453
-
-
-
12,453
1,410
-
1,676
-
1,496
-
5,761
-
-
10,343
-
-
-
10,343
2,110
-
-
2,110		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
12,453
1,999
3,947
122
263
-
-
-
18,784
-
-
-
18,784
2,026
143
1,753
1,786
2,140
264
5,761
-
-
13,873
-
-
-
13,873

4,911		 Last year
to the nearest £
Grants - 5,569
Donations 1,999 1,863
Activities forgeneratingfunds 3,947 2,422
Other receipts 122 400
Fundraisingevents 263 105
- -
- -
- -
Sub total(Gross income for
AR)		 6,331 10,359
A2 Asset and investment sales,
(see table).
-
- -
Sub total - -
Total receipts
A3 Payments
10,359

Printing/stationery/postage		 616 595
Insurance 143 167
Events/Exhibitions 77 1,917
Merchandise//fundraising 1,786 1,785
Cost of charitable activities 644 136
Website 264 264
Support Officer - 7,697
- -
- -
**Sub total ** 3,530 12,561
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
12,561
2,801 2,110 -
4,911		 - 2,202
- - - - -
- - - - -
2,801 2,110 - 4,911 - 2,202

CCXX R1 accounts (SS)

30/07/2026

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
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets		 David Pooley
Signature
Elizabeth Robinson
Details
Details
Balance of current A/C at 31.03.26
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
2,801
2,110
-
-
-
-
2,801
2,110
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
LibbyRobinson
David Pooley		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
Elizabeth Robinson LibbyRobinson 30.07.26
David Pooley David Pooley 30.07.26

CCXX R2 accounts (SS)

30/07/2026

2

Trustees’ Annual Report for the period

From 01/04/25 Period start date To 31/03/26 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
Pony breed
•
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, exhibitions, talks, 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
Cumbrian 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 •
15 events attended publicising
the hill bred Fell Pony
•
Launch of a new book about the
equine legacy – “Fading
Hoofprints”
•
2 Documentary screenings
•
Celebration of World Heritage
Day &Happy Earth Day
demonstrating the ancient roots
and modern working of the hill
bred Fell Pony
•
Collaboration with Exter
University Zoology department
•
3-day immersive course
“Learning wild” learning about
Fell herd dynamics, upland
ecology, outdoor reflection and
the impact Fell Ponies have on
the ecology
•
Stud open day
•
6 articles in regional and national
press
•
Collabration and exchange of
information in Netherlands
•
Educational video distributed to
all Cumbrian schools
•
14 schools visited
•
Horse logging demonstration
•
BBC documentary with FPHT &
Clydesdale Society
•
ITV News item

Additional information (optional)

You may choose to include further statements 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
of the period		 Para 1.21 Total cash unrestricted funds is £2801as
of 31/03/26
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 The only committed outgoing is
insurance of £143 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
Details of fund materially in
deficit		 Para 1.24
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23

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, Cumbria 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
AmyOgle
Anna Betts
Rachel Bice

– 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)
Position (eg Secretary,
Chair, etc)
Date		 Elizabeth Robinson David Pooley
Elizabeth Robinson David Pooley

Chairperson		 Treasurer
30/07/26
30/07/26