PATRICIA, DONALD, CHRISTINE & PATRICK SHEPHERD FOUNDATION
The charity makes grants in furtherance of its charitable purposes
Objects
THE OBJECTS OF THE CHARITY ARE FOR THE PUBLIC BENEFIT SUCH CHARITABLE PURPOSES AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION DETERMINE.CHARITABLE PURPOSES ARE DEFINED IN ARTICLE 1 AS PURPOSES THAT ARE EXCLUSIVELY CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES.
Financial health, per its FY2025 accounts
The accounts state that the charity holds unrestricted reserves of £790 against total net assets of £16,511,788, with the majority held as expendable endowment. The trustees confirm that forecast income and reserves are sufficient to cover budgeted expenditure, indicating no material uncertainties regarding going concern. The charity had no employees during the period and incurred no fundraising costs relative to raised income, as its primary income was a large capital donation.
What the accounts disclose
“During the period the Foundation received a donation totalling £16,798,398 from another UK registered charity.” — page 13
“The Foundation received donations totalling £16,798,398 from the Patricia and Donald Shepherd Charitable Trust of which the four trustees were also trustees. The donations were capital additions to an expendable endowment fund.” — page 16
“One trustee loaned the Foundation £4,000 on an interest free short term basis to assist with settlement of professional fees whilst funds were held on fixed term deposit. The loan remains outstanding at period end and is repayable on demand.” — page 16
“The Foundation received donations totalling £16,798,398 from the Patricia and Donald Shepherd Charitable Trust of which the four trustees were also trustees. The donations were capital additions to an expendable endowment fund.” — page 16
“One trustee loaned the Foundation £4,000 on an interest free short term basis to assist with settlement of professional fees whilst funds were held on fixed term deposit. The loan remains outstanding at period end and is repayable on demand.” — page 16
Policies the charity declares
- 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
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Grant-making is its main activity
Trustees
- CHRISTINE MARGARET SHEPHERD
- JOSEPH OLIVER SHEPHERD
- MICHAEL JAMES SHEPHERD
- PATRICK MICHAEL SHEPHERD
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £234k | £282k |
| 31/12/2023 | £0 | £0 |
Common questions
Is PATRICIA, DONALD, CHRISTINE & PATRICK SHEPHERD FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £790 against total net assets of £16,511,788, with the majority held as expendable endowment. The trustees confirm that forecast income and reserves are sufficient to cover budgeted expenditure, indicating no material uncertainties regarding going concern. The charity had no employees during the period and incurred no fundraising costs relative to raised income, as its primary income was a large capital donation. Its FY2025 accounts were independently examined.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST | FY2024 | Unverified read£11.2m |
Charities like this
- THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST
- THE DONALD AND PATRICIA MARSH CHARITABLE TRUST
- SIR DONALD AND LADY EDNA WILSON CHARITABLE TRUST
- THE HOMESTEAD CHARITABLE TRUST
- DIXON PITCHFORK CHARITABLE TRUST FUND
- THE DOUGLAS AND ELIZABETH HAWTIN CHARITABLE SETTLEMENT
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| PATRICIA, DONALD, CHRISTINE & PATRICK SHEPHERD FOUNDATION | £234k | — | 0 | unclear | — | no doubt |
| THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST | £344k | — | 0 | unclear | — | no doubt |
| THE DONALD AND PATRICIA MARSH CHARITABLE TRUST | £28k | — | 0 | unclear | — | no doubt |
| SIR DONALD AND LADY EDNA WILSON CHARITABLE TRUST | £297k | — | 0 | unclear | — | no doubt |
| THE HOMESTEAD CHARITABLE TRUST | £279k | — | 0 | above | — | no doubt |
| DIXON PITCHFORK CHARITABLE TRUST FUND | £33k | — | 0 | unclear | — | no doubt |