THE SYLVIA AND COLIN SHEPHERD CHARITABLE TRUST
The Trust's priority is to assist charitable organisations within a 25 mile radius of York. Applications should be made in writing and should set out the purpose for which the funds would be used, total amount required and other sources of finance available.
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
Year-over-year changes
- Reserves position vs the charity's own policy moved from "within" (FY2024) to "above" (FY2025).
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?
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. Its FY2025 accounts were audited by Azets Audit Services Limited.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST | 1 | £40k |
| ED DE NUNZIO CHARITABLE TRUST | 1 | £30k |
| TWO RIDINGS COMMUNITY FOUNDATION | 1 | £6k |
| PATRICIA, DONALD, CHRISTINE & PATRICK SHEPHERD FOUNDATION | 1 | £5k |
| THE MARCHUS TRUST | 1 | £4k |
| THE LIZ AND TERRY BRAMALL FOUNDATION | 1 | £2k |
| THE EARL FITZWILLIAM CHARITABLE TRUST | 1 | £1k |
Charities like this
- THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST
- SHEFFIELD TOWN TRUST
- YORK CARES
- THE IRON BRIDGE TRUST
- RICHARD SHEPHARD MUSIC FOUNDATION
- THE S AND Y CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE SYLVIA AND COLIN SHEPHERD CHARITABLE TRUST | £737k | — | 0 | above | — | no doubt |
| THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST | £344k | — | 0 | unclear | — | no doubt |
| SHEFFIELD TOWN TRUST | £420k | — | 0 | within | — | no doubt |
| YORK CARES | £326k | £17,996 | 0 | unclear | — | no doubt |
| THE IRON BRIDGE TRUST | £390k | — | 0 | unclear | — | no doubt |
| RICHARD SHEPHARD MUSIC FOUNDATION | £671k | — | 0 | within | — | no doubt |