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THE JUBILEE AND SHELLEY SHAKMAN TRUST

Registered charity 1125201 · accounts filings on the Charity Commission register

The main activity of the trust is the provision of housing and accommodation for persons who are in need, hardship and distress and those who are resident in the area of benefit. In relation to the Jubilee Homes property the trustees must givepreference firstly to married couples in need as result of age and infirmity and secondly, individuals who arein need as a result of age and infirmity.

Causes: Accommodation/housing · Get email alerts

Latest income
£98k
Latest spending
£146k
Registered
2008
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the trust reported a net expenditure deficit of £43,855 for the year, primarily driven by depreciation and maintenance costs exceeding income. However, the trustees maintain unrestricted funds of £1,757,216, which they consider sufficient to maintain properties and meet unforeseen expenditure. The trust has no employees and relies on trustee reimbursement for governance costs rather than paid staff.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: a level which will enable it to maintain its properties and meet any unforeseen expenditure (held: £1.8m)
“It is the policy of the trust to maintain unrestricted funds at a level which will enable it to maintain its properties and meet any unforeseen expenditure.” — page 4
Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Property (HM Land Registry)

1 registered titlein England and Wales held by the charity’s company or corporate body (1 freehold); recorded price paid £650k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Buckinghamshire

Income and spending

Financial year endIncomeSpending
31/12/2024£98k£146k
31/12/2023£132k£174k
31/12/2022£271k£112k
31/12/2021£63k£144k
31/12/2020£68k£88k

Common questions

Is THE JUBILEE AND SHELLEY SHAKMAN TRUST financially healthy?

Per its FY2024 accounts: The accounts state that the trust reported a net expenditure deficit of £43,855 for the year, primarily driven by depreciation and maintenance costs exceeding income. However, the trustees maintain unrestricted funds of £1,757,216, which they consider sufficient to maintain properties and meet unforeseen expenditure. The trust has no employees and relies on trustee reimbursement for governance costs rather than paid staff. Its FY2024 accounts were independently examined.