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The Sheppard Trust

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.

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Activities & Mission

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.

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Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Local Authority

Financial Information

Latest Income
£1,364,838
Latest Expenditure
£1,353,494

Financial Efficiency

Program Ratio 80.2%
% of income going directly to charitable activities
Overall Efficiency 80.9%
% of expenditure going to programs (vs overhead)
Administrative Ratio 6.1%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £1,004
Charitable Activities £365,458
Other Trading £203,125
Investments £795,251
Other Income £0

Expenditure Categories

Charitable Expenditure £1,094,622
Raising Funds £50,944
Governance £31,584
Grants to Institutions £0
Other Expenditure £207,928

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2026.

One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2026
£1,364,838
£1,353,494£1,094,622£40,354,135£7,900,0002 / 0
2025
£5,904,616
£6,098,941£1,816,905£40,237,683£20,700,0003 / 0
2024
£6,571,370
£5,980,414£1,362,969£40,427,911£21,800,0004 / 0
2023
£27,003,439
£822,445£797,029£39,648,184£24,445,1394 / 1
2022
£566,418
£773,989£746,447£13,644,496£9,000,0004 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about The Sheppard Trust

What does The Sheppard Trust do?

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.

How much income did The Sheppard Trust report in 2026?

The Sheppard Trust reported total income of £1.36m and reported expenditure of £1.35m for the financial year ending 2026, based on the most recent annual return filed with the Charity Commission.

When was The Sheppard Trust registered as a charity?

The Sheppard Trust was registered with the Charity Commission for England and Wales on 21 December 2009 as charity number 1133356. It has been registered for 17 years.

Who runs The Sheppard Trust?

The Sheppard Trust is governed by a board of 8 trustees. The chair of trustees is LINDA DAVIS. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Sheppard Trust operate?

The Sheppard Trust operates in Surrey, as recorded in its Charity Commission filing.

Is The Sheppard Trust a registered charity?

Yes — The Sheppard Trust is a registered charity in England and Wales, charity number 1133356.

Details

Contact (address, email, phone)
Registration Date
21 December 2009
Status
Registered

Registry Information

Organisation Number
4041707
Charity Number
1133356

Trustees

LINDA DAVIS Chair
Agnes Woolrich
CHRISTINA JORDAN
Claire Watson
KEITH PERRY
MARTYN ROBERT CARTER
Melanie Saunders
NEIL GRAHAM WHITE

Data & trust

Register data refreshed
2 November 2026
Report a data issue