THE BETTY SHELVEY TRUST
Provision of 10 almshouses.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net movement in funds of negative £36,589 for the year, driven by expenditure exceeding income due to extensive refurbishments. Total unrestricted reserves stood at £33,217 at the period end, which is below the trustees' stated aim to maintain the equivalent of an average three months' outgoings in the general fund. Despite the deficit, the trustees confirmed the charity has adequate resources to continue in operational existence for the foreseeable future.
What the accounts disclose
“Residents Contribution 64,720”
“Trustees aim to maintain, as a minimum, the equivalent of an average three month’s outgoings in the general fund.” — page 5
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £72k | £101k |
| 31/12/2024 | £76k | £68k |
| 31/12/2023 | £69k | £57k |
| 31/12/2022 | £58k | £69k |
| 31/12/2021 | £52k | £35k |
Common questions
Is THE BETTY SHELVEY TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net movement in funds of negative £36,589 for the year, driven by expenditure exceeding income due to extensive refurbishments. Total unrestricted reserves stood at £33,217 at the period end, which is below the trustees' stated aim to maintain the equivalent of an average three months' outgoings in the general fund. Despite the deficit, the trustees confirmed the charity has adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were independently examined.