PATRICIA, DONALD, CHRISTINE & PATRICK SHEPHERD FOUNDATION
The charity makes grants in furtherance of its charitable purposes
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
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.
Who funds PATRICIA, DONALD, CHRISTINE & PATRICK SHEPHERD FOUNDATION?
Funders whose own accounts filings name PATRICIA, DONALD, CHRISTINE & PATRICK SHEPHERD FOUNDATION as a grant recipient include THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST | FY2024 | £11.2m |