THE SHARPHAM TRUST

Registered charity 285767 · accounts filings on the Charity Commission register

To maintain, conserve and enhance the land, buildings, resources and bio-diversity of its estate for public benefit. To provide opportunities for physical, intellectual, emotional and spiritual learning; through activity, reflection, creativity and enquiry.

Objects

FOR ALL OR SUCH PURPOSE OR PURPOSES AS ARE RECOGNISED AS CHARITABLE BY ENGLISH LAW

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · Arts/culture/heritage/science · Environment/conservation/heritage · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that total income for the year ended 31 March 2025 was £2.172m against total expenditure of £2.076m, resulting in a net surplus. The charity holds unrestricted free reserves of £1,165,867, which the trustees note exceeds their stated policy target of three to six months' average expenditure (£464,000 to £929,000).

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

What the accounts disclose

Accounts audited by Charlton Baker Limited. Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• 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

Property (HM Land Registry)

10 registered titles in England and Wales held by the charity’s company or corporate body (7 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

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

Reported reserves equal ~6.9 months of spending — above the median for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (75% 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: 2.2% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

• CHARLOTTE RATHBONE MA MA MLI
• Evelyn Gillian Annecke
• Jane Victoria Sillis
• Julie Anne Richardson
• MARTIN WRIGHT
• WILLIAM JOHN LANA

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

Operates in: Devon

Income and spending

Common questions

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE ROUGHAM ESTATE TRUST.

• THE ROUGHAM ESTATE TRUST income £347k
• THE CHAMPNISS CHARITABLE TRUST income £149k
• THE SHALLOWFORD TRUST income £275k
• HAMPSHIRE AND ISLE OF WIGHT WILDLIFE TRUST income £9.9m
• SHERBORNE HOUSE TRUST 2018 income £5.6m
• NEW ORFORD TOWN TRUST income £269k

Side by side with its peers

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