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THE SHEPPARD TRUST

Registered charity 1133356 · accounts filings on the Charity Commission register

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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.

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.

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).

Trustees

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?

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.