PATRICIA, DONALD, CHRISTINE & PATRICK SHEPHERD FOUNDATION

Registered charity 1206602 · accounts filings on the Charity Commission register · also known as PDCP 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.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Registered contact address: City of London, London, England (from the postcode on the register)

Latest income
£234k
Latest spending
£282k
Registered
2024
Accounts read
FY2025

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Donations
“During the period the Foundation received a donation totalling £16,798,398 from another UK registered charity.” — page 13
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donation from related trust
“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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Loan from trustee
“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
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/03/2025

  • Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
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

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUSTFY2024Unverified read£11.2m

Grants marked “Unverified read” were flagged by automated checks as possibly misread from the funder’s filed accounts. They are listed, but left out of the totals, counts and funder relationships this site computes.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
PATRICIA, DONALD, CHRISTINE & PATRICK SHEPHERD FOUNDATION£234k—0unclear—no doubt
THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST FY2025£344k—0unclear—no doubt
THE DONALD AND PATRICIA MARSH CHARITABLE TRUST FY2025£28k—0unclear—no doubt
SIR DONALD AND LADY EDNA WILSON CHARITABLE TRUST FY2026£297k—0unclear—no doubt
THE HOMESTEAD CHARITABLE TRUST FY2025£279k—0above—no doubt
DIXON PITCHFORK CHARITABLE TRUST FUND FY2025£33k—0unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.