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THE SHARPHAM TRUST

Registered charity 285767 · accounts filings on the Charity Commission register

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Latest income
£2.2m
Latest spending
£2.1m
Registered
1982
Accounts read
FY2025

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).

What the accounts disclose

Reserves policy: three to six months' of the average resources expended (held: £1.2m)
“the trustees believe that the Trust’s free reserves should be between three and six months’ of the average resources expended, which based on the 2025-26 budget equates to approximately £464,000 to £929,000.” — page 13
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The charity has a current account with its trading subsidiary, The Sharpham Trust Trading Company Limited. At 31 March 2025 the Charity owed the subsidiary £89,145 (2024: £60,955) which amount is included in creditors in these financial statements.
“The Charity has a current account with this subsidiary and at 31 March 2025 the Charity owed the subsidiary £89,145 (2024: £60,955) which amount is included in creditors in these financial statements.”
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: The Sharpham Trust Trading Company Limited
“The charity has an investment in a trading subsidiary called the The Sharpham Trust Trading Company Limited.” — page 33
Per its FY2025 accounts as filed with the Charity Commission.

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

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

Total income
£2.2m
Total spending
£2.1m
Cost of raising funds
£49k
Reserves (reported)
£1.2m
Employees
30

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

Trustees

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

Operates in: Devon

Income and spending

Financial year endIncomeSpending
31/03/2025£2.2m£2.1m
31/03/2024£1.8m£1.7m
31/03/2023£1.9m£1.6m
31/03/2022£1.6m£1.3m
31/03/2021£971k£894k

Common questions

Is THE SHARPHAM TRUST financially healthy?

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). Its FY2025 accounts were audited by Charlton Baker Limited.

Government & lottery funding

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

FunderDateAmountPurpose
The National Lottery Heritage Fund13/07/2020£50k"Covid 19 The Sharpham Trust"
The National Lottery Heritage Fund27/11/2019£177k"Sharpham Wild For People"
The National Lottery Heritage Fund14/09/2016£57k"Discovering Sharpham: Engaging new audiences and increasing access to the unique heritage of Sharpham"
The National Lottery Heritage Fund07/06/2013£9k"Sharpham Trust: Fundraising for a sustainable future"