Finance Score: -2

Governance Score: 3

Support Score: 0

Multiple Deficits: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE SHEPHERD STREET TRUST

PROVISION OF GRANTS FOR THE BENEFIT OF PERSONS UNDER THE AGE OF TWENTY ONE YEARS WHO RESIDE WITHIN A RADIUS OF FIFTY MILES OF PRESTON CITY CENTRE.GRANTS ARE PROVIDED FOR SPECIALIST MEDICAL ATTENTION AND EQUIPMENT, TO RELIEVE HARDSHIP AND DISTRESS, TO PROVIDE EDUCATIONAL TRAINING AND TO ASSIST IN THE PROVISION OF FACILITIES FOR RECREATION AND LEISURE ACTIVITIES.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
30/06/23	£57	£57	£0	n/a	n/a	n/a	n/a	n/a
30/06/22	£55	£61	£-6	n/a	n/a	n/a	n/a	n/a
30/06/21	£55	£53	£2	n/a	n/a	n/a	n/a	n/a
30/06/20	£55	£62	£-7	n/a	n/a	n/a	n/a	n/a
30/06/19	£59	£55	£4	n/a	n/a	n/a	n/a	n/a
30/06/18	£58	£61	£-3	£0	£0	£0	n/a	0
30/06/17	£55	£52	£4	£0	£0	£0	n/a	0
30/06/16	£58	£45	£13	£0	£0	£0	n/a	0
30/06/15	£51	£55	£-4	£0	£0	£0	n/a	0
30/06/14	£51	£52	£-1	£0	£0	£0	n/a	0
30/06/13	£55	£58	£-3	£0	£0	£0	n/a	0
30/06/12	£44	£62	£-18	£0	£0	£0	n/a	0
30/06/11	£58	£64	£-5	£0	£0	£0	n/a	0
30/06/10	£55	£80	£-25	£0	£0	£0	n/a	0
30/06/09	£68	£86	£-18	£0	£0	£0	n/a	0
30/06/08	£72	£81	£-9	£0	£0	£0	n/a	0
30/06/07	£121	£72	£50	£0	£0	£0	n/a	0
30/06/06	£69	£51	£18	£0	£0	£0	n/a	0
30/06/05	£57	£56	£1	£0	£0	£0	n/a	0
30/06/04	£50	£71	£-20	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 51 years

www.shepherdstreettrust.co.uk

enquiries@shepherdstreettrust.co.uk

01200427625

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Education/Training
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Community services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Lancashire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

DIANA SUSAN ROBERTSON Appointed: 2014

DR MARTIN JOHN WHEATMAN Appointed: 2013

JEREMY GEORGE FREDERICK HARRIES Appointed: 2017

MRS KATE WHITAKER Appointed: 2014

STUART SHORTHOUSE

SUSAN MCCONKEY Appointed: 2023

TIMOTHY JAMES SCOTT

WENDY EVANS Appointed: 2011

CATHERINE PENNY (Chair), Other trusteeships: ST JOHN'S OLD SCHOOL CHARITY, PLANT HERITAGE,

Legal constitution

Charity registered in England & Wales on 30/07/1973, number: 222922

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Risk management
Safeguarding policy and procedures

Filing Record

20 returns made; all on time

Main office

PO BOX 658
LONGRIDGE
PRESTON
PR3 2WJ

Objectives

TO PROVIDE FOR THE BENEFITS OF PERSONS UNDER THE AGE OF 21 YEARS AND RESIDING WITHIN A RADIUS OF FIFTY MILES OF PRESTON TOWN HALL BY A) RELIEVING THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS. B) PROMOTING THE EDUCATION INCLUDING SOCIAL AND PHYSICAL TRAINING OF SUCH PERSONS. C) PROVIDING FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS, EQUIPMENT OR BOOKS TO ENABLE SUCH PERSONS ON LEAVING SCHOOL, UNIVERSITY OR OTHER EDUCATIONAL ESTABLISHMENT TO PREPARE FOR OR TO ENTER A PROFESSION TRADE OR CALLING. D) PROVIDING OR ASSISTING IN THE PROVISION FOR SUCH PERSONS OF FACILITIES FOR RECREATION OR OTHER LEISURE-TIME OCCUPATION IN THE INTERESTS OF SOCIAL WELFARE WITH THE OBJECT OF IMPROVING CONDITONS OF LIFE FOR SUCH PERSONS. E)IN MAKING GRANTS OR DONATIONS TO CHARITABLE INSTITUTIONS OR ORGANISATIONS HAVING FOR THEIR OBJECT THE BENEFIT OF SUCH PERSONS. F) IN PROVIDING FINANCIAL ASSISTANCE TO ENABLE SUCH PERSONS TO RECIVE SPECIALIST MEDICAL ATTENTION BOTH IN THE UNITED KINGDOM AND ABROAD. G) PROVIDING FINANCIAL ASSISTANCE FOR THE CHILDRENS WARD AT THE ROYAL PRESTON HOSPITAL.

Defined Area of Benefit:

PRESTON

Data Sources