THE SYLVIA AND COLIN SHEPHERD CHARITABLE TRUST
Financial health, per its FY2025 accounts
The accounts state that the charity reported a significant surplus of £23,180,379 for the year ended 5 April 2025, driven primarily by a gain on the sale of investments. Per the trustees' report, unrestricted reserves stood at £23,954,321, which exceeds the stated policy target of maintaining three to six months' expenditure. The trustees consider the charity to have adequate resources to continue in operational existence for the foreseeable future.
What the accounts disclose
“It is the policy of the the trust that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between three and six month’s expenditure.” — page 5
“Donations of £nil (2024 - £500) were made to St Leonard’s Hospice York, a charity of which Mr D J Dickson is also a trustee.” — page 21
Structured financials (annual return, FY ending 05/04/2025)
Register events
- Received assets from another charity (27/11/2024)
Trustees
- David James Dickson
- Harry Oliver William Shepherd Dickson
- LUCY DICKSON
- SARA CAROLINE DICKSON
- SOPHIE DICKSON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £737k | £539k |
| 05/04/2024 | £481k | £426k |
| 05/04/2023 | £438k | £740k |
| 05/04/2022 | £390k | £290k |
| 05/04/2021 | £308k | £161k |
Common questions
Is THE SYLVIA AND COLIN SHEPHERD CHARITABLE TRUST financially healthy?
The accounts state that the charity reported a significant surplus of £23,180,379 for the year ended 5 April 2025, driven primarily by a gain on the sale of investments. Per the trustees' report, unrestricted reserves stood at £23,954,321, which exceeds the stated policy target of maintaining three to six months' expenditure. The trustees consider the charity to have adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were audited by Azets Audit Services Limited.