|**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
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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||