Charity Accounts Intelreading the accounts so you don’t have to

THE SHEPPARD TRUST

Registered charity 1133356 · accounts filings on the Charity Commission register

The Sheppard Trust is an almshouse charity. We provide housing for older women in need of low cost, comfortable and secure homes. Priority is given to those in greatest need. Residents live independently with the security of knowing their homes will remain affordable and well-maintained, and that support is on hand when needed: in emergencies or to help maintain independent living.

Causes: Accommodation/housing · website · Get email alerts

Latest income
£5.9m
Latest spending
£6.1m
Registered
2009
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net deficit of £190,229 for the year ended 31 March 2025, primarily due to costs associated with moving residents to temporary accommodation and commencing construction of a new housing scheme. Despite the deficit, the trustees confirm the underlying financial position is secure, with total reserves standing at £40,237,682 and unrestricted reserves at £23,772,099.

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

What the accounts disclose

Reserves policy: c.£3m (held: £23.8m)
“The Board has reviewed the reserves and concluded that a suitable level of free reserves for the first two purposes is c.£3m” — page 10
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The charity owns the entire share capital in ST Property Company Limited. The Group has exercised the exemption from disclosing transactions entered into between two members.
“The charity owns the entire share capital in ST Property Company Limited (note 8b). The Group has exercised the exemption from disclosing transactions entered into between two members.” — page 44
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: ST Property Company Limited
“The charity owns the entire issued share capital of £1 in ST Property Company Limited, a company registered in England and Wales (Company Registration Number 09555468).” — page 12
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Buzzacott Audit LLP. Discloses 4 of 6 completeness components.

Corporate structure

ST PROPERTY COMPANY LIMITED — per its own Companies House accounts
  • Turnover: £12.7m
  • Profit before tax: £149k
  • Debtors include £2,241,624 owed by parent charity. Creditors include £4,110,299 owed to parent charity.

Public fundraising profile: JustGiving — The Sheppard Trust (matched by registered charity number).

Leadership, per the charity’s website

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

Official officers record.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 31/03/2025)

Total income
£5.9m
Total spending
£6.1m
Cost of raising funds
£53k
Reserves (reported)
£20.7m
Employees
3

Reported reserves equal ~40.7 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Other trading activities (72% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.9% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Barnet · Ealing · Kensington And Chelsea · Surrey

Income and spending

Financial year endIncomeSpending
31/03/2025£5.9m£6.1m
31/03/2024£6.6m£6.0m
31/03/2023£27.0m£822k
31/03/2022£566k£774k
31/03/2021£593k£648k

Common questions

Is THE SHEPPARD TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net deficit of £190,229 for the year ended 31 March 2025, primarily due to costs associated with moving residents to temporary accommodation and commencing construction of a new housing scheme. Despite the deficit, the trustees confirm the underlying financial position is secure, with total reserves standing at £40,237,682 and unrestricted reserves at £23,772,099. Its FY2025 accounts were audited by Buzzacott Audit LLP.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
MARJORIE COOTE OLD PEOPLES CHARITY FUND1£20k
SHEFFIELD TOWN TRUST1£3k
THE HOSPITAL OF GILBERT, EARL OF SHREWSBURY AT SHEFFIELD1£2k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with SHEFFCARE LIMITED.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE SHEPPARD TRUST£5.9m——above—no doubt
SHEFFCARE LIMITED FY2025£17.4m——unclear—no doubt
THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST FY2025£344k—0unclear—no doubt
THE SHANDFORD TRUST FY2023£80k—0unclear—no doubt
SHEFFIELD TOWN TRUST FY2025£420k—0within—no doubt
THE EARL OF SOUTHAMPTON TRUST FY2024£204k—0above—no doubt

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