THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST

Charity number: 272948
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £499,542
Total expenditure: £11,356,087

People

6 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 05 May 1977: 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:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PETER LAWRENCE CALVERT Trustee 20 May 2024
None on record
Carly Elaine Robertson Trustee 12 August 2017
None on record
ANNABEL PATRICIA Calvert Trustee
None on record
RORY ROBERTSON Trustee
None on record
JANE LESLEY ROBERTSON Trustee
None on record
IAIN OGILVIE ROBERTSON Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £226.83k £313.83k £402.30k £452.26k £499.54k
Total expenditure £314.16k £323.34k £129.54k £468.67k £11.36m
Income from government contracts N/A N/A N/A N/A N/A
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 05 April 2024 03 February 2025 On Time
Accounts and TAR 05 April 2024 03 February 2025 On Time Download Open in new window
Annual return 05 April 2023 29 January 2024 On Time
Accounts and TAR 05 April 2023 29 January 2024 On Time Download Open in new window
Annual return 05 April 2022 19 January 2023 On Time
Accounts and TAR 05 April 2022 19 January 2023 On Time Download Open in new window
Annual return 05 April 2021 02 February 2022 On Time
Accounts and TAR 05 April 2021 02 February 2022 On Time Download Open in new window
Annual return 05 April 2020 01 February 2021 On Time
Accounts and TAR 05 April 2020 01 February 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 31ST MAY 1973 as amended on 07 Mar 2020

Charitable 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

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
West Mount
129 The Mount
York
YO24 1DU
Phone:
00000000000
Email:
No information available
Website:

No information available