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.

Objects

THE PROVISION OF HOUSING ACCOMMODATION FOR PERSONS WHOA) ARE IN NEED, HARDSHIP OR DISTRESS; ANDB) ARE RESIDENT IN THE AREA OF BENEFIT; ANDC) IN THE CASE OF THE PROPERTY KNOWN AS JUBILEE HOMES ( THE PROPERTY NUMBERED 1 IN PART 1 OF THE SCHEDULE TO THIS SCHEME ), THE TRUSTEES MUST GIVE PREFERENCE;1) FIRSTLY TO MARRIED COUPLES WHO ARE IN NEED AS A RESULT OF AGE OR INFIRMITY; AND2) SECONDLY TO PERSONS WHO ARE IN NEED AS A RESULT OF AGE OR INFIRMITY.2) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS OF THE ALMSHOUSES AS THE TRUSTEES DECIDE.3) THE RELIEF OF FINANCIAL HARDSHIP, EITHER GENERALLY OR INDIVIDUALLY, OF PEOPLE LIVING IN THE AREA OF BENEFIT BY MAKING GRANTS OF MONEY FOR PROVIDING OR PAYING FOR ITEMS SERVICES OR FACILITIES.4) THE LAND IDENTIFIED IN PART 1 OF THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEES FOR USE FOR THE OBJECT OF THE CHARITY.

Area of benefit: UNDEFINED. IN PRACTICE, LOCAL

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Accommodation/housing · Get email alerts

Registered contact address: Buckinghamshire, South East, England (from the postcode on the register)

Latest income

£113k

Latest spending

£155k

Registered

2008

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the trust reported a net deficit of £39,305 for the year ended 31 December 2025, primarily driven by increased repairs and maintenance costs. Despite this deficit, the trust holds total unrestricted funds of £1,715,310, which the trustees consider sufficient to maintain properties and meet unforeseen expenditure. The trustees confirm that the trust has adequate resources to continue in operational existence for the foreseeable future.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Charitable activities (97% of income)

“Income from: Charitable activities 2 109,927 - 109,927 89,423 = 89,423”

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: to maintain unrestricted funds at a level which will enable it to maintain its properties and meet any unforeseen expenditure (reserves figure: £1.7m)

“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 5

Per its FY2025 accounts as filed with the Charity Commission.

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

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Trustee conflicts of interest policy and procedures

Property (HM Land Registry)

1 registered title in 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

Peter Herent Lordchair
Bernard Bedford
Jane Chamberlain
MADELINE BARBER
Nathanael Le Roux
Robert William Jenkins
Sumitra Patel · trustee of 1 other charity

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

Operates in: Buckinghamshire

Income and spending

Financial year end	Income	Spending
31/12/2025	£113k	£155k
31/12/2024	£98k	£146k
31/12/2023	£132k	£174k
31/12/2022	£271k	£112k
31/12/2021	£63k	£144k

Common questions

Is THE JUBILEE AND SHELLEY SHAKMAN TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the trust reported a net deficit of £39,305 for the year ended 31 December 2025, primarily driven by increased repairs and maintenance costs. Despite this deficit, the trust holds total unrestricted funds of £1,715,310, which the trustees consider sufficient to maintain properties and meet unforeseen expenditure. The trustees confirm that the trust has adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were independently examined.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE JULL HOUSING TRUST.

THE JULL HOUSING TRUST income £37k
JUBILEE HOUSE CARE TRUST LTD income £3.8m
JOHN AND ELIZA JELLEY HOMES FOR OLD PEOPLE income £147k
THE TAWSTOCK JUBILEE ALMSHOUSE CHARITY income £26k
JUBILEE HALL TRUST LIMITED income £1.8m
KEELMAN HOMES LIMITED income £2.1m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE JUBILEE AND SHELLEY SHAKMAN TRUST	£113k	—	0	unclear	—	no doubt
THE JULL HOUSING TRUST FY2025	£37k	—	0	unclear	—	no doubt
JUBILEE HOUSE CARE TRUST LTD FY2025	£3.8m	£90,001 - £100,000	—	above	—	no doubt
JOHN AND ELIZA JELLEY HOMES FOR OLD PEOPLE FY2025	£147k	—	—	unclear	—	no doubt
THE TAWSTOCK JUBILEE ALMSHOUSE CHARITY FY2025	£26k	—	0	unclear	—	no doubt
JUBILEE HALL TRUST LIMITED FY2025	£1.8m	—	—	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.