What is the financial size of THE SHEPPARD TRUST?

THE SHEPPARD TRUST is classified as a large charity. In the latest financial year, they reported a total income of £6,571,370 and total expenditure of £5,980,414.

How does THE SHEPPARD TRUST allocate its spending?

For every pound spent, approximately 22.8% goes directly to charitable activities. The remaining 77.2% is spent on raising funds and administration. This is lower than the median for similar-sized charities (97.8%).

What is the workforce structure of THE SHEPPARD TRUST?

THE SHEPPARD TRUST employs 4 staff members and is supported by 0 volunteers.

Does THE SHEPPARD TRUST receive government funding?

To a small extent. Approximately 0.0% of their income comes from government grants or contracts.

Does THE SHEPPARD TRUST pay its trustees?

No, the latest data indicates that trustees do not receive payments or personal benefits from the charity.

← Back to search

THE SHEPPARD TRUST

#1133356

Charitable company•Large•Registered

www.sheppardtrust.org

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.

Registered address

The Sheppard Trust, c/o Ayrton House, London, NW7 1WD

Latest HighlightsFY 2024

Income

All sources

£6,571,370

Expenditure

All activities

£5,980,414

Net Reserves

Unrestricted funds

£21,800,000

Total Assets

Gross assets

£41,927,806

Working Capital

Liquidity

£898,819

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:

Reserve Runway

43.7 months

Median: 3.8 monthsTop quartile

Income Growth (1yr)

-75.7%

Median: 7.4%Below typical

Spending Efficiency

22.8%

Median: 97.8%Below typical

Income Concentration

53.8%

Median: 87.9%Top quartile

Fundraising ROI

115.7x

Median: 19.2xTop quartile

Income Volatility

2348.7%

Median: 20.6%Below typical

Self-Generated Income

100.0%

Median: 82.9%Top quartile

3-Year Income CAGR

122.9%

Median: 7.8%Top quartile

Efficiency & Health

Charitable Spending

22.8%

Fundraising Eff.

% income retained

115.7%

Governance Cost

% of expenditure

0.4%

Grant Making

% given away

Debt Ratio

% of assets

3.6%

Survival Ratio

Months of reserves

43.7 months

Income Profile

Donations & Legacies

% of income

0.0%

Government Reliance

% of income

Largest Source

Primary income

Trading

Diversification

HHI: 5385

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

-75.7%↓

Income CAGR (3yr)

Compound growth

122.9%

Volatility

High Volatility

2348.7%

Reserves Trend

Direction

Depleting

Governance

Employees

Staff count

Volunteers

Volunteer count

Volunteer Ratio

Per staff member

0:1

Revenue/Employee

Per head

£1,642,843

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

25%

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure

Income Sources

Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

Related Charities

Similar charities in Accommodation/housing

PICKERING AND FERENS HOMES

#1014862Large

Income£9.9M

ABBEYFIELD THE DALES LIMITED

#1160258Large

Income£9.8M

INDEPENDENT HOUSING UK LTD

#1121825Large

Income£9.3M

AMICUS TRUST

#268639Large

Income£8.3M