THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST
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.
What the accounts disclose
“The trustees' future policy is to seek to fully distribute its net income after retaining sufficient to maintain the real value of the Trust’s accumulated reserves.”
Trustees
- ANNABEL PATRICIA Calvert
- Carly Elaine Robertson
- IAIN OGILVIE ROBERTSON
- JANE LESLEY ROBERTSON
- PETER LAWRENCE CALVERT
- RORY ROBERTSON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £344k | £90k |
| 05/04/2024 | £500k | £11.4m |
| 05/04/2023 | £452k | £469k |
| 05/04/2022 | £402k | £130k |
| 05/04/2021 | £314k | £323k |
Common questions
Is THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST financially healthy?
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. Its FY2025 accounts were audited by Fortus Audit LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SAMJO LIMITED | 1 | £904k |
| MOLE CHARITABLE TRUST | 1 | £95k |
| CHELSEA ACADEMY FOUNDATION | 1 | £5k |