THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST
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.
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?
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. Its FY2025 accounts were audited by Fortus Audit LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SAMJO LIMITED | 1 | £1.1m |
| MOLE CHARITABLE TRUST | 1 | £95k |
| ED DE NUNZIO CHARITABLE TRUST | 1 | £30k |
| BRUSHMILL LIMITED | 1 | £5k |
| CHELSEA ACADEMY FOUNDATION | 1 | £5k |
| PATRICIA, DONALD, CHRISTINE & PATRICK SHEPHERD FOUNDATION | 1 | £5k |
| THE MARCHUS TRUST | 1 | £4k |
| THE LIZ AND TERRY BRAMALL FOUNDATION | 1 | £2k |
Charities like this
- THE SYLVIA AND COLIN SHEPHERD CHARITABLE TRUST
- SHEFFIELD TOWN TRUST
- RICHARD SHEPHARD MUSIC FOUNDATION
- S O CHARITABLE TRUST
- PERSONAL ASSURANCE CHARITABLE TRUST
- SANDRA CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST | £344k | — | 0 | unclear | — | no doubt |
| THE SYLVIA AND COLIN SHEPHERD CHARITABLE TRUST | £737k | — | 0 | above | — | no doubt |
| SHEFFIELD TOWN TRUST | £420k | — | 0 | within | — | no doubt |
| RICHARD SHEPHARD MUSIC FOUNDATION | £671k | — | 0 | within | — | no doubt |
| S O CHARITABLE TRUST | £149k | — | 0 | unclear | — | no doubt |
| PERSONAL ASSURANCE CHARITABLE TRUST | £100k | — | 0 | unclear | — | no doubt |