SHEPTON MALLET UNITED CHARITIES

Registered charity 1175666 · accounts filings on the Charity Commission register · also known as SHEPTON MALLET ALMSHOUSES, UNITED CHARITIES

The charity has twelve properties referred to as almshouses. The almshouses are for long-term residents of Shepton Mallet and immediate surrounds, preferably aged over 55 whose circumstances require a move to sheltered accommodation; if younger, a higher level of need has to be established.

Causes: Accommodation/housing · website · Get email alerts

Latest income

£74k

Latest spending

£80k

Registered

2017

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net surplus of £34,966 for the year, with total unrestricted reserves increasing to £954,016. The trustees certify compliance with the Governance and Financial Viability Standard and note that the charity has no borrowing. However, the trustees highlight challenges regarding ageing residents and burdensome regulation for a small charity dependent on volunteers.

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

What the accounts disclose

Reserves policy: maintaining a level of reserves appropriate to the requirements of the Charity (held: £954k)

“The Trustees have a policy of continually reviewing the reserves position with the objective of maintaining a level of reserves appropriate to the requirements of the Charity.” — page 4

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Property (HM Land Registry)

5 registered titles in England and Wales held by the charity’s company or corporate body (2 freehold); recorded price paid £197k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Register events

Received assets from another charity (01/08/2022) — per the register’s event history; asset transfers typically record mergers or reorganisations.
Received assets from another charity (01/08/2022) — per the register’s event history; asset transfers typically record mergers or reorganisations.
Received assets from another charity (01/08/2022) — per the register’s event history; asset transfers typically record mergers or reorganisations.
Received assets from another charity (01/08/2022) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

Paul Graham Hamblin DAVIESchair
GRAHAM COCKILL
JONATHAN MICHAEL RENDEL
JUDITH DEAR
KATE LOVELL
KEITH TAYLOR
NICHOLAS GUY MAY · trustee of 2 other charities
Nicholas John Carter
SANDRA FREEBORN
SUE MOORE
VALENTINE ALBERT CHARLES OWEN · trustee of 1 other charity

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

Operates in: Somerset

Income and spending

Financial year end	Income	Spending
31/12/2025	£74k	£80k
31/12/2024	£70k	£75k
31/12/2023	£66k	£58k
31/12/2022	£55k	£44k
31/12/2021	£0	£0

Common questions

Is SHEPTON MALLET UNITED CHARITIES financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net surplus of £34,966 for the year, with total unrestricted reserves increasing to £954,016. The trustees certify compliance with the Governance and Financial Viability Standard and note that the charity has no borrowing. However, the trustees highlight challenges regarding ageing residents and burdensome regulation for a small charity dependent on volunteers. Its FY2025 accounts were independently examined.