THE BASSIL SHIPPAM AND ALSFORD TRUST

Registered charity 256996 · accounts filings on the Charity Commission register · also known as BASSIL SHIPPAM CHARITABLE TRUST, BASSIL SHIPPAM TRUST

The Trustees have continued their policy of mainly supporting charities active in the fields of care for young and older people, health, education and religion.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Accommodation/housing · Grant history (this charity is a funder) · Get email alerts

Latest income

£164k

Latest spending

£207k

Registered

1968

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds were maintained at a level equating to approximately six months of expenditure, which is the charity's stated reserves policy target. Per the trustees' report, the fund balance carried forward was £4,136,274, having decreased from £4,273,606 in the prior year due to resources expended exceeding incoming resources.

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

What the accounts disclose

Largest income source: Investments (100% of income)

“The majority of incoming resources consist of dividends and interest from a portfolio managed by the trustees’ independent investment advisers, Close Brothers Asset Management Limited and then TrinityBridge.”

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: approximately six months expenditure (held: £4.1m)

“It is the policy of the charity to maintain unrestricted funds, which are the free reserves of the charity, at a level which equates to approximately six months expenditure.” — page 4

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Grants made to The Newell Centre Association and Donnington House Care Home Ltd, entities where trustee John Hugh Shipstone Shippam is also a trustee.

“John Hugh Shipstone Shippam, a trustee, is also a trustee of The Newell Centre Association and Donnington House Care Home Ltd. During the year there were grants made to The Newell Centre Association of £3.600 and to Donnington House Care Home Ltd of £41,300” — page 16

Per its FY2025 accounts as filed with the Charity Commission.

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

Trustees · trustee networks

Alison Swan
CHRISTOPHER WILLIAM DOMAN
IAIN HUGH MACLEOD · trustee of 2 other charities
JANET BAILEY
JOHN HUGH SHIPSTONE SHIPPAM JP DL · trustee of 2 other charities
MOLLY HANWELL
RICHARD TAYLER
SIMON ALISTAIR MACFARLANE

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

Operates in: East Sussex · Hampshire · Surrey · West Sussex

Income and spending

Financial year end	Income	Spending
05/04/2025	£164k	£207k
05/04/2024	£161k	£218k
05/04/2023	£152k	£162k
05/04/2022	£140k	£141k
05/04/2021	£98k	£296k

Common questions

Is THE BASSIL SHIPPAM AND ALSFORD TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted funds were maintained at a level equating to approximately six months of expenditure, which is the charity's stated reserves policy target. Per the trustees' report, the fund balance carried forward was £4,136,274, having decreased from £4,273,606 in the prior year due to resources expended exceeding incoming resources. Its FY2025 accounts were independently examined.

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.

Funder	Similar charities funded	Amount to them
FRIENDS OF BOYAN TRUST	1	£143k
BRUSHMILL LIMITED	1	£21k
GERSON BERGER ASSOCIATION LIMITED	1	£10k
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF TAVERHAM	1	£2k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE PAUL BASSHAM CHARITABLE TRUST.

THE PAUL BASSHAM CHARITABLE TRUST income £425k
THE BELLASIS TRUST income £661k
THE FREDERICK ARTHUR ALFORD CHARITABLE TRUST income £361k
BAIS RIZHIN TRUST income £365k
THE SHANDFORD TRUST income £80k
THE KIP AND ALISON BERTRAM CHARITABLE TRUST income £128k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE BASSIL SHIPPAM AND ALSFORD TRUST	£164k	—	above	—	no doubt
THE PAUL BASSHAM CHARITABLE TRUST FY2023	£425k	—	unclear	—	no doubt
THE BELLASIS TRUST FY2025	£661k	—	unclear	—	no doubt
THE FREDERICK ARTHUR ALFORD CHARITABLE TRUST FY2025	£361k	—	unclear	—	no doubt
BAIS RIZHIN TRUST FY2025	£365k	—	unclear	—	no doubt
THE SHANDFORD TRUST FY2023	£80k	—	unclear	—	no doubt

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