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The Sheppard Trust

RegisteredRegistered charity number 1133356SurreyHousing and shelter
Income£1.4m2026-03-31
Spending£1.4msame year
Spent / received36%5-year average
Size in its cause91st pctHousing and shelter
Registered2009Charitable company
Employees2latest return

Analysis

The Sheppard Trust is a registered charity in England and Wales, based in Surrey. It was registered in December 2009, 17 years ago. Its declared purposes cover accommodation/housing, which this site groups under housing and shelter. Legally it is a charitable company (Companies House number 06621820). It says it provides buildings/facilities/open space and provides services.

In the financial year ending March 2026, The Sheppard Trust reported income of £1.4m and spending of £1.4m, spending 99% of its income. Across the 5 years on record, from March 2022 to March 2026, income grew from £566k to £1.4m (+141%), an average of +25% a year. The sharpest change came in the year to March 2023, when income rose by 4667%. Over the whole period it spent 36% of the income it received.

Among 2,324 England and Wales charities whose main cause is housing and shelter and that reported income, The Sheppard Trust sits at the 91st percentile: it is larger than about 91% of them. Against every charity in England and Wales with reported income it ranks in the 95th percentile. Charities of a similar size with the same main cause include The Peter Ashley Activity Centres (£1.4m), B'nai B'rith Hillel Foundation (£1.4m) and The Merchant Seamen's War Memorial Society (Incorporated) (£1.4m).

In its latest detailed accounts, income came from investments 58%, charitable activities 27% and trading 15%. Charitable activities took 79% of spending and raising funds 3.7%. Reserves of £7.9m would cover about 68 months of spending at that rate. It employed 2 people.

Income and spending

£0£6.8m£13.5m£20.3m£27.0m2022 Income: £566,4182022 Spending: £773,98920222023 Income: £27,003,4392023 Spending: £822,44520232024 Income: £6,571,3702024 Spending: £5,980,41420242025 Income: £5,904,6162025 Spending: £6,098,94120252026 Income: £1,364,8382026 Spending: £1,353,4942026
IncomeSpending

Where the income comes from

  • Donations 0.1%
  • Charitable activities 27%
  • Trading 15%
  • Investments 58%

In the charity's own words

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.

Similar-sized charities, same cause

CharityLocationIncome
The Peter Ashley Activity CentresPortsmouth£1.4m
B'nai B'rith Hillel FoundationLondon£1.4m
The Merchant Seamen's War Memorial Society (Incorporated)Surrey£1.4m
Halsway Manor Society LimitedSomerset£1.4m