THE SHEPPARD TRUST

Charity number: 1133356
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 March 2024

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Barnet
  • Ealing
  • Kensington And Chelsea
  • Surrey

Governance

Registration history:
  • 19 August 2010: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
LINDA DAVIS Chair
None on record
Agnes Woolrich Trustee 22 November 2021
None on record
Melanie Saunders Trustee 22 November 2021
None on record
Claire Watson Trustee 18 September 2017
None on record
NEIL GRAHAM WHITE Trustee 09 February 2015
HAIG HOUSING TRUST
Received: On time
MARTYN ROBERT CARTER Trustee 09 February 2015
None on record
CHRISTINA JORDAN Trustee 09 February 2015
None on record
KEITH PERRY Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £646.77k £593.43k £566.42k £27.00m £6.57m
Total expenditure £684.19k £647.79k £773.99k £822.45k £5.98m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £8.31k £33.32k £11.61k £39.81k £2.15k
Income - Other trading activities £0 £0 £0 £0 £4.56m
Income - Charitable activities £450.77k £463.43k £459.07k £480.75k £537.68k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £187.69k £96.69k £95.74k £160.12k £1.47m
Income - Other £0 £0 £0 £26.32m £0
Income - Legacies £0 £24.89k £4.46k £37.05k £0
Expenditure - Charitable activities £655.52k £619.71k £746.45k £797.03k £1.36m
Expenditure - Raising funds £28.67k £28.09k £27.54k £25.42k £56.79k
Expenditure - Governance £15.39k £17.39k £19.04k £20.83k £25.56k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £20.94k £19.90k £19.95k £18.25k £52.70k
Expenditure - Other £0 £0 £0 £0 £4.56m

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £1.71m £1.66m £1.68m £0 £0
Long-term investments £4.24m £3.13m £3.06m £2.44m £2.64m
Other assets £7.51m £9.07m £9.09m £39.39m £39.32m
Defined benefit pension scheme asset or liability -£32.00k -£42.00k -£42.00k -£26.00k -£38.00k
Total liabilities £61.54k £46.28k £148.29k £2.16m £1.50m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 07 January 2025 On Time
Accounts and TAR 31 March 2024 07 January 2025 On Time Download Open in new window
Annual return 31 March 2023 30 January 2024 On Time
Accounts and TAR 31 March 2023 29 January 2024 On Time Download Open in new window
Annual return 31 March 2022 30 January 2023 On Time
Accounts and TAR 31 March 2022 30 January 2023 On Time Download Open in new window
Annual return 31 March 2021 30 November 2021 On Time
Accounts and TAR 31 March 2021 20 October 2021 On Time Download Open in new window
Annual return 31 March 2020 08 January 2021 On Time
Accounts and TAR 31 March 2020 18 December 2020 On Time Download Open in new window
Submit annual return Open in new window

Linked charities

Linked charities
Governing document
SCHEME OF 11 OCTOBER 1932 AS AMENDED BY SCHEMES OF 15 FEBRUARY 1961, 28 SEPTEMBER 1965, 22 JANUARY 1971 AND 21 DECEMBER 1983.
Charitable objects
TO PROVIDE HOUSING ACCOMMODATION AND SUCH ATTENDANCE AS MAY BE NECESSARY FOR LADIES OR GENTLE BIRTH IN REDUCED CIRCUMSTANCES.
Area of benefit
NOT DEFINED
Registration history
  • 19 August 2010 : Standard registration

Contact information

Address:
The Sheppard Trust
c/o Ayrton House
London
NW7 1WD
Phone:
0300 012 0382