THE SHEPPARD TRUST
Activities
As described by the charity on the register
The Sheppard Trust is an almshouse charity. We provide housing for older women in need of low cost, comfortable and secure homes. Priority is given to those in greatest need. Residents live independently with the security of knowing their homes will remain affordable and well-maintained, and that support is on hand when needed: in emergencies or to help maintain independent living.
Latest income
£5.9m
Expenditure
£6.1m
Financial year end
2025-03-31
Income & spending history
As reported to the Charity Commission, by financial year end
| Year end | Income | Expenditure | |
|---|---|---|---|
| 2021-03-31 | £593k | £648k | |
| 2022-03-31 | £566k | £774k | |
| 2023-03-31 | £27.0m | £822k | |
| 2024-03-31 | £6.6m | £6.0m | |
| 2025-03-31 | £5.9m | £6.1m |
Latest detailed return
Year end 2025-03-31 · consolidated (group) figures
Income mix
| Donations & legacies | £3k |
| Charitable activities | £482k |
| Trading | £4.2m |
| Investment income | £1.2m |
| Total income | £5.9m |
Spending
| Charitable spend | £1.8m |
| Raising funds | £53k |
| Grants to institutions | £0 |
| Governance | £26k |
| Total expenditure | £6.1m |
Balance sheet
| Reserves | £20.7m |
| Total funds | £40.2m |
| — restricted | £0 |
| — unrestricted | £23.6m |
| — endowment | £16.6m |
| Total assets | £40.2m |
| Cash | £804k |
People
| Employees | 3 |
Classification
The charity's own register classification
What it does
- Accommodation/housing
Who it helps
- Elderly/old People
How it works
- Provides Buildings/facilities/open Space
- Provides Services
Source: Charity Commission for England and Wales register, 2026-07-28. Detailed figures as filed in the charity's annual return. Contains public sector information licensed under the Open Government Licence v3.0.