SHELDON MEMORIAL TRUST
Charity number: 529733
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
The charity promotes education in history and the arts relating to the City of York. It makes grants or loans to secure the publication of information relating to York's history and promotes public lectures. It holds an essay competition and offers a university history prize. It also offers a schools' project.
Income and expenditure
Data for financial year ending 31 December 2024
Total income: £4,355
Total expenditure: £6,344
People
12 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
No information available
Trading
No information available
Trustee payments
No information available
What, who, how, where
What the charity does:
- Education/training
- Arts/culture/heritage/science
Who the charity helps:
- Other Defined Groups
How the charity helps:
- Makes Grants To Individuals
- Makes Grants To Organisations
- Provides Other Finance
- Sponsors Or Undertakes Research
Where the charity operates:
- City Of York
Governance
Registration history:
- 15 July 1964: Standard registration
Organisation type:
Trust
Other names:
No other names
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Conflicting interests
- Investment
- Risk management
Land and property:
This charity does not own and/or lease land or property
Trustees
Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service
12 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| RICHARD GREEN | Chair |
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| Dr Carolyn Anne Donohue | Trustee | 12 May 2025 |
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| Wendy Constance Bundy | Trustee | 17 March 2025 |
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| Francis Michael Willis | Trustee | 13 June 2023 |
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| Christopher Ian Tuckley | Trustee | 04 July 2022 |
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| Peter James Young | Trustee | 08 June 2022 |
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| Gary Robert Brannan | Trustee | 19 April 2022 |
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| Dr Dorothy Arkell Nott | Trustee | 28 July 2021 |
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| Peter Bardsea Miller | Trustee | 08 November 2020 |
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| Rita June Freedman | Trustee | 29 October 2020 |
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| Sarah Ann Sheils M.A. | Trustee | 02 January 2019 |
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| PETER VINCENT ADDYMAN CBE | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 31/12/2020 | 31/12/2021 | 31/12/2022 | 31/12/2023 | 31/12/2024 | ||
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Total gross income | £4.39k | £3.53k | £3.92k | £4.31k | £4.36k | |
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Total expenditure | £3.66k | £2.36k | £3.74k | £3.61k | £6.34k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | N/A | N/A | N/A | N/A |
Accounts and annual returns
This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 31 December 2024 | 09 April 2025 | On time | |
| Accounts and TAR | 31 December 2024 | Not required | ||
| Annual return | 31 December 2023 | 29 March 2024 | On time | |
| Accounts and TAR | 31 December 2023 | Not required | ||
| Annual return | 31 December 2022 | 13 December 2023 | 43 days late | |
| Accounts and TAR | 31 December 2022 | Not required | ||
| Annual return | 31 December 2021 | 31 October 2022 | On time | |
| Accounts and TAR | 31 December 2021 | Not required | ||
| Annual return | 31 December 2020 | 01 November 2021 | 1 days late | |
| Accounts and TAR | 31 December 2020 | Not required |