THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST

Registered charity 272948 · accounts filings on the Charity Commission register

The policy of the trustees is to donate only to local charities or charities of which the trustees have close personal knowledge, interest or association of particularly those involving young people. Donations are not made to individuals (unless they are part of a group or organisation with charitable status) or local authorities.

Objects

TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES AND IN SUCH PROPORTIONS AND IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE TRUSTEES MAY DETERMINE.

Area of benefit: NOT DEFINED

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: York, Yorkshire and The Humber, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity reported a surplus of £6,148,515 for the year ended 5 April 2025, driven primarily by net gains on investments. Unrestricted reserves decreased to £446,682 from £520,989 in the prior year, while endowment funds increased to £16,761,922. The trustees confirmed that the charity has adequate resources to continue in operational existence for the foreseeable future.

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

What the accounts disclose

Accounts audited by Fortus Audit LLP. Discloses 4 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.

• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures

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.

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

Trustees · trustee networks

• ANNABEL PATRICIA Calvert
• Carly Elaine Robertson
• IAIN OGILVIE ROBERTSON
• JANE LESLEY ROBERTSON
• PETER LAWRENCE CALVERT
• RORY ROBERTSON

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

Operates in: Throughout England And Wales

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with PATRICIA, DONALD, CHRISTINE & PATRICK SHEPHERD FOUNDATION.

• PATRICIA, DONALD, CHRISTINE & PATRICK SHEPHERD FOUNDATION income £234k
• SIR DONALD AND LADY EDNA WILSON CHARITABLE TRUST income £297k
• HARRIS CHARITABLE TRUST income £37k
• THE DONALD AND PATRICIA MARSH CHARITABLE TRUST income £28k
• D L M CHARITABLE TRUST income £198k
• THE DOUGLAS PRESTWICH CHARITABLE TRUST income £118k

Side by side with its peers

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