SHERBURN HOUSE CHARITY
PROVISION OF RESIDENTIAL CARE AND HOUSING FOR OLDER PERSONS.GRANT PROVIDER.
Objects
THE OBJECTS OF THE CHARITY ARE RESTRICTED TO THE FOLLOWING IN THE AREA OF BENEFIT:1. THE ADVANCEMENT OF RELIGION, BY THE PROVISION AND MAINTENANCE OF THE ON-SITE CHAPEL AND THE PROVISION AND APPOINTMENT OF A CHAPLAIN WHO SHALL BE A MINISTER OF THE CHURCH OF ENGLAND IN PRIEST'S ORDERS WHO SHALL BE RESPONSIBLE FOR THE SPIRITUAL WELFARE OF THE RESIDENTS AND STAFF OF THE CHARITY AND THE PROVISION OF A RESIDENCE FOR SAID CHAPLAIN ON-SITE AT SHERBURN HOUSE;2. THE RELIEF OF PERSONS IN NEED, BY REASON OF THEIR AGE, YOUTH, MENTAL OR PHYSICAL HEALTH, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCES, BY THE PROVISION OF ACCOMMODATION, ITEMS, SERVICES OR FACILITIES TO RELIEVE THE NEED OF SUCH PERSONS;3. THE RELIEF OF FINANCIAL HARDSHIP AND THE ADVANCEMENT OF EDUCATION, EITHER GENERALLY OR INDIVIDUALLY OF PEOPLE, IN PARTICULAR BY MAKING GRANTS OF MONEY;4. THE PROVISION OF CHARITABLE SOCIAL HOUSING.
Financial health, per its FY2026 accounts
The accounts state that unrestricted free reserves were £727,752, which is below the trustees' stated policy target of £1,000,000. Total funds carried forward were £40,319,246, supported by significant investment assets valued at £27,412,170. The trustees and auditors confirm the charity has adequate resources to continue as a going concern.
What the accounts disclose
“It is the trustees’ policy that unrestricted reserves should be maintained at a minimum level of £1,000,000 to support the operating and development activities of the Charity.”
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- 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
- Investment
- Risk management
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2026
- Employees paid over £60,000: 1 (£120,001–£130,000: 1)
Self-declared on the annual return for the financial year ending 31/03/2025
- Government income: £1,838,146 — contracts £919,073 (1), grants £919,073 (1); 46% of the £4,010,332 total gross income on the same return
- Employees paid over £60,000: 2 (£60,001–£70,000: 1; £120,001–£130,000: 1)
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 1
- Government income: £1,019,683 — contracts £1,005,561 (4), grants £14,122 (2); 27% of the £3,804,125 total gross income on the same return
- Employees paid over £60,000: 2 (£60,001–£70,000: 1; £110,001–£120,000: 1)
Corporate structure
- Registered company of the charity Companies House 11196374
Company officers (Companies House)
- MASSEY, Adrian Mark Timothy on trustee list
- DEVANEY, Laura Jayne on trustee list
- ADAIR, George on trustee list
- MARSHALL, Gillian Elizabeth on trustee list
- ROBERTSHAW, Hayley Louise not on trustee list
- BREEN, Jeffery Paul on trustee list
- WILKINSON, Joseph on trustee list
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2026)
Care Quality Commission ratings
- Beddell House: Good
Trustees
- Adrian Mark Timothy Massey
- George Adair
- Gillian Elizabeth Marshall
- Hayley Louise Robertshaw
- Jeffery Paul Breen
- Joseph Wilkinson
- Laura Jayne Devaney
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £4.3m | £3.3m |
| 31/03/2025 | £4.0m | £3.5m |
| 31/03/2024 | £3.8m | £3.6m |
| 31/03/2023 | £3.7m | £3.1m |
| 31/03/2022 | £1.5m | £1.5m |
Common questions
Is SHERBURN HOUSE CHARITY financially healthy?
Per its FY2026 accounts: The accounts state that unrestricted free reserves were £727,752, which is below the trustees' stated policy target of £1,000,000. Total funds carried forward were £40,319,246, supported by significant investment assets valued at £27,412,170. The trustees and auditors confirm the charity has adequate resources to continue as a going concern. Its FY2026 accounts were audited by Azets Audit Services.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE GARTH DOUBLEDAY TRUST | 1 | £2k |
Charities like this
- THE CHARTERHOUSE CHARITABLE TRUST
- THE GRAY TRUST
- THE STUART HALBERT FOUNDATION
- Farraday House Limited
- CHARTERHOUSE-IN-SOUTHWARK
- THE SHREWSBURY AND TELFORD HOSPITAL NHS TRUST CHARITY
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| SHERBURN HOUSE CHARITY | £4.3m | — | — | unclear | — | no doubt |
| THE CHARTERHOUSE CHARITABLE TRUST | £58k | — | 0 | above | — | no doubt |
| THE GRAY TRUST | £114k | — | 0 | unclear | — | no doubt |
| THE STUART HALBERT FOUNDATION | £210k | — | 0 | unclear | — | no doubt |
| Farraday House Limited | £539k | — | 0 | above | — | no doubt |
| CHARTERHOUSE-IN-SOUTHWARK | £194k | — | 0 | unclear | — | no doubt |