THE MARE AND FOAL SANCTUARY

Charity number: 1141831
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We rescue horses and ponies that have been abandoned, neglected or abused and ensure that horses and ponies have a sanctuary for life mainly through our network of knowledgeable carers, advancing the education of the public in all such matters. Equines with more complex needs are cared for in our peaceful sanctuaries. Our Equine Assisted Services enable us to help people in need.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£7,957,196

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Donations and legacies £7.05m
Charitable activities £41.98k
Other trading activities £682.30k
Investments £187.21k
Other £0

Total expenditure:
£5,616,748

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Raising funds £1.83m
Charitable activities £3.79m
Other £0

£234,584 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £1.83m
Charitable expenditure £3.79m
Retained for future use £2.34m

People

135 Employee(s)

9 Trustee(s)

87 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 2
£80k to £90k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Animals
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Cornwall
  • Devon
  • Dorset
  • Gloucestershire
  • Somerset
  • Wiltshire

Governance

Registration history:
  • 11 May 2011: Standard registration
  • 14 May 2021: Funds received from 271022 THE GUTHRIE ESSAME CHARITABLE TRUST
  • 27 March 2025: Funds received from 1014256 MARE AND FOAL SANCTUARY
Organisation type:
Charitable company
Other names:

No other names

Company number:
07584914 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Helena Vega-Lozano Chair 07 June 2022
SOUTH WEST EQUINE PROTECTION LIMITED
Received: On time
Sophia Elizabeth Bickle Trustee 18 March 2025
None on record
Thomas Gerald Patrick Fitzgerald O'Connor Trustee 12 February 2025
None on record
Alistair James Allender Trustee 03 December 2024
None on record
Patricia Ann Spargo Trustee 03 December 2024
None on record
Grace Elizabeth Thomas Trustee 05 December 2023
None on record
Dr Jane Michelle Williams Trustee 07 June 2022
None on record
Rebecca-Rafiyah Findlay Trustee 07 June 2022
None on record
Yvette Bacon Trustee 24 August 2021
None on record

Financial history

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Financial period end date

Income / Expenditure 31/10/2019 31/10/2020 31/10/2021 31/12/2022 31/12/2023
Total gross income £4.94m £4.64m £6.12m £6.89m £7.96m
Total expenditure £4.58m £5.10m £4.91m £6.18m £5.62m
Income from government contracts N/A £937 N/A N/A N/A
Income from government grants N/A £331.19k N/A N/A N/A
Income - Donations and legacies £4.37m £4.19m £5.64m £5.80m £7.05m
Income - Other trading activities £487.22k £373.62k £392.75k £809.12k £682.30k
Income - Charitable activities £15.07k £15.70k £25.82k £131.02k £41.98k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £68.93k £59.74k £64.04k £150.92k £187.21k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £2.10m £1.69m £3.32m £3.61m £5.21m
Expenditure - Charitable activities £3.02m £3.74m £3.60m £5.10m £3.79m
Expenditure - Raising funds £1.56m £1.36m £1.31m £1.08m £1.83m
Expenditure - Governance £0 £0 £0 £17.46k £35.41k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £19.87k £20.28k £22.12k £24.00k £26.82k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/10/2019 31/10/2020 31/10/2021 31/12/2022 31/12/2023
Own use assets £7.40m £7.33m £6.61m £6.45m £4.31m
Long-term investments £2.97m £3.03m £3.39m £4.02m £6.98m
Other assets £2.81m £2.39m £4.59m £4.40m £6.31m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £201.88k £204.01k £165.45k £123.72k £278.49k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 08 August 2024 On Time
Accounts and TAR 31 December 2023 08 August 2024 On Time Download Open in new window
Annual return 31 December 2022 06 October 2023 On Time
Accounts and TAR 31 December 2022 06 October 2023 On Time Download Open in new window
Annual return 31 October 2021 27 June 2022 On Time
Accounts and TAR 31 October 2021 27 June 2022 On Time Download Open in new window
Annual return 31 October 2020 09 September 2021 9 days late
Accounts and TAR 31 October 2020 09 September 2021 9 days late Download Open in new window
Annual return 31 October 2019 21 May 2020 On Time
Accounts and TAR 31 October 2019 21 May 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 30/03/2011 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 03/07/2012 as amended on 13 Feb 2020

Charitable objects

1. TO RESCUE AND PROVIDE CARE FOR AND PREVENT CRUELTY AND SUFFERING AMONG HORSES AND PONIES THAT ARE IN NEED OF ATTENTION BY REASON OF SICKNESS, MALTREATMENT, ILL-USAGE OR OTHER LIKE CAUSES AND TO PROVIDE TEMPORARY OR PERMANENT HOMES FOR SUCH HORSES AND PONIES. 2. TO ADVANCE THE EDUCATION OF THE PUBLIC IN MATTERS RELATING TO THE WELFARE OF HORSES AND PONIES AND THE PREVENTION OF CRUELTY AND SUFFERING AMONG HORSES AND PONIES. 3. TO RELIEVE THOSE CHILDREN, YOUNG PEOPLE AND ADULTS IN NEED (IN PARTICULAR BUT NOT LIMITED TO THOSE WITH PHYSICAL, MENTAL, SOCIAL OR EMOTIONAL DIFFICULTIES OR DISADVANTAGES) BY PROVIDING EQUINE-ASSISTED LEARNING AND THERAPEUTIC ACTIVITIES, IN ORDER TO ENHANCE THEIR EDUCATION AND MAKE THEIR LIVES BETTER THROUGH (BUT NOT LIMITED TO) APPROPRIATE PROVISION OF FACILITIES FOR RIDING, HANDLING OR COMING INTO CONTACT WITH HORSES AND PONIES.

Area of benefit

The area the charity can operate in, as set out in its governing document.

DEVON, CORNWALL, SOMERSET

Contact information

Address:
The Mare and Foal Sanctuary
Honeysuckle Farm
Haccombe-with-Combe
Newton Abbot
Devon
TQ12 4SA
Phone:
01626355969
Email:
office@mareandfoal.org
Website:

www.mareandfoal.org Open in new window