Finance Score: 0

Governance Score: 3

Support Score: 0

Strong growth: +2
Deficit latest year: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

THE SYLVIA AND COLIN SHEPHERD CHARITABLE TRUST

The Trust's priority is to assist charitable organisations within a 25 mile radius of York. Applications should be made in writing and should set out the purpose for which the funds would be used, total amount required and other sources of finance available.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
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
Income was significantly lower than spending in the latest year

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
05/04/23		£438	£740	£-303	n/a	n/a	n/a	n/a	n/a
05/04/22		£390	£290	£100	n/a	n/a	n/a	n/a	n/a
05/04/21		£308	£161	£146	n/a	n/a	n/a	n/a	n/a
05/04/20		£224	£240	£-16	n/a	n/a	n/a	n/a	n/a
05/04/19		£214	£169	£45	n/a	n/a	n/a	n/a	n/a
05/04/18		£227	£189	£39	£0	£0	£0	n/a	0
05/04/17		£57	£198	£-141	£0	£0	£0	n/a	0
05/04/16	*	£262	£274	£-12	£0	£0	£0	n/a	0
05/04/15		£158	£283	£-125	£0	£0	£0	n/a	0
05/04/14	*	£154	£162	£-8	£0	£0	£0	n/a	0
05/04/13	*	£157	£115	£42	£0	£0	£0	n/a	0
05/04/12		£145	£140	£5	£0	£0	£0	n/a	0
05/04/11		£96	£114	£-18	£0	£0	£0	n/a	0
05/04/10		£176	£139	£38	£0	£0	£0	n/a	0
05/04/09		£147	£120	£27	£0	£0	£0	n/a	0
05/04/08		£150	£117	£33	£0	£0	£0	n/a	0
05/04/07		£141	£98	£43	£0	£0	£0	n/a	0
05/04/06		£115	£81	£34	£0	£0	£0	n/a	0
05/04/05		£104	£76	£27	£0	£0	£0	n/a	0
05/04/04		£80	£109	£-29	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 47 years

sylviaandcolinshepherdcharitabletrust.org

admin@scsctrust.co.uk

01904 619740

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Disability
Environment/Conservation/Heritage
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

City Of York, East Riding Of Yorkshire, North Yorkshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

HARRY OLIVER WILLIAM SHEPHERD DICKSON Appointed: 2019

LUCY DICKSON Appointed: 2012

SARA CAROLINE DICKSON

SOPHIE DICKSON Appointed: 2012

DAVID JAMES DICKSON, Other trusteeships: ST. LEONARD'S HOSPICE YORK, Mediale CIO,

Legal constitution

Charity registered in England & Wales on 14/03/1977, number: 272788

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR16: 1 days late, AR14: 107 days late, AR13: 127 days late,

Main office

PO Box 730
York
YO1 0HT

Objectives

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.

Defined Area of Benefit:

NOT DEFINED

Data Sources