SHELTERBOX TRUST
Financial health, per its FY2024 accounts
The accounts state that ShelterBox reported a planned deficit of £2.2m for the year, resulting in total reserves of £21.2m, which remains materially in excess of the trustees' minimum policy target of £12m. The trustees confirm the charity is in good financial health and prepared the accounts on a going concern basis, despite setting deliberate deficit budgets for 2025 and 2026 to spend down these excess reserves.
What the accounts disclose
“The trustees of ShelterBox have a Reserves Policy which requires total reserves to be a minimum of £12m. This £12m consists of a target of £5.5 million free reserves to accommodate the charity’s risks and to act as a safety buffer against economic downturn, a £4.5m million designated fund to ensure we have working capital to continually replenish stock and £2.0 million that represents short term cash requirements and fixed assets.”
“During the year the charity recharged costs to ShelterBox Trading Ltd of £19,446 (2023: £17,630). The charity allows ShelterBox Trading Ltd to use the ShelterBox name under licence. Royalties of £1,520 (2023: £1,670) were incurred during the year. At the year end the charity owed ShelterBox Trading Ltd £7,268 (2023: £32,417), in addition the charity has a loan to ShelterBox Trading Ltd of £20,000 (2023: £20,000). Loan interest was charged during the year totalling £1,600 (2023: £1,650), and gift aid donations of £2,284 (2023: £68,391) were received in the year At the end of the year, the Charity owed ShelterBox Operations Philippines Inc. £nil (2023: £nil)." With "At the end of the year, the Charity was owed £32k by ShelterBox Operations Philippines Inc. (2023: £nil). There have been no transactions with other related parties in the year.” — page 66
“A wholly owned subsidiary, ShelterBox Trading Limited, undertakes certain trading activities relating to ShelterBox.”
Structured financials (annual return, FY ending 31/12/2024)
Register events
- Received assets from another charity (05/06/2026)
- Received assets from another charity (05/06/2026)
- Received assets from another charity (16/05/2025)
- Received assets from another charity (08/10/2024)
- Received assets from another charity (17/09/2024)
- Received assets from another charity (30/07/2024)
Trustees
- Esme Rose Jones
- Geeta Manek
- George William Pennock
- Kerenza Anna Dean
- Leo Skyner
- MATTHEW CARTER
- Srikaran Srivivekanandarajah
- Steven Thomas Horan
- Suzanne Lee Scatliffe
- Virginia Elizabeth Fox
- claire goudsmit
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £20.1m | £22.6m |
| 31/12/2023 | £26.2m | £23.1m |
| 31/12/2022 | £22.3m | £17.6m |
| 31/12/2021 | £14.2m | £11.7m |
| 31/12/2020 | £14.0m | £11.5m |
Common questions
Is SHELTERBOX TRUST financially healthy?
The accounts state that ShelterBox reported a planned deficit of £2.2m for the year, resulting in total reserves of £21.2m, which remains materially in excess of the trustees' minimum policy target of £12m. The trustees confirm the charity is in good financial health and prepared the accounts on a going concern basis, despite setting deliberate deficit budgets for 2025 and 2026 to spend down these excess reserves. Its FY2024 accounts were audited by Crowe U.K. LLP.
Who funds SHELTERBOX TRUST?
Funders whose own accounts filings name SHELTERBOX TRUST as a grant recipient include THE GSR FOUNDATION, THE CRUCIBLE FOUNDATION, THE JOHN R. MURRAY CHARITABLE TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF KING CHARLES THE MARTYR, TUNBRIDGE WELLS.
Known funders
| Funder | Year | Amount |
|---|---|---|
| THE GSR FOUNDATION | FY2024 | £105k |
| THE CRUCIBLE FOUNDATION | FY2025 | £50k |
| THE JOHN R. MURRAY CHARITABLE TRUST | FY2022 | £5k |
| THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF KING CHARLES THE MARTYR, TUNBRIDGE WELLS | FY2022 | £23 |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| OVE ARUP PARTNERSHIP CHARITABLE TRUST | 3 | £413k |
| THE ORR MACKINTOSH FOUNDATION LIMITED | 3 | £214k |
| THE BATCHWORTH TRUST | 3 | £155k |
| THE ELIZABETH FRANKLAND MOORE AND STAR FOUNDATION | 3 | £66k |
| THE ADINT CHARITABLE TRUST | 3 | £50k |
| THE HARAMEAD TRUST | 3 | £45k |
| THE DAVID FAMILY FOUNDATION | 3 | £20k |
| G F EYRE CHARITABLE TRUST | 3 | £15k |