Finance Score: -2

Governance Score: 2

Support Score: 0

Multiple Deficits: -2
No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 0

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.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

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
05/04/23		£452	£469	£-16	n/a	n/a	n/a	n/a	n/a
05/04/22		£402	£130	£273	n/a	n/a	n/a	n/a	n/a
05/04/21		£314	£323	£-10	n/a	n/a	n/a	n/a	n/a
05/04/20		£227	£314	£-87	n/a	n/a	n/a	n/a	n/a
05/04/19		£216	£287	£-71	n/a	n/a	n/a	n/a	n/a
05/04/18		£217	£179	£38	£0	£0	£0	n/a	0
05/04/17		£49	£141	£-92	£0	£0	£0	n/a	0
05/04/16		£267	£491	£-224	£0	£0	£0	n/a	0
05/04/15		£157	£50	£107	£0	£0	£0	n/a	0
05/04/14		£151	£64	£87	£0	£0	£0	n/a	0
05/04/13		£145	£133	£12	£0	£0	£0	n/a	0
05/04/12		£140	£129	£12	£0	£0	£0	n/a	0
05/04/11		£92	£103	£-11	£0	£0	£0	n/a	0
05/04/10		£179	£101	£77	£0	£0	£0	n/a	0
05/04/09		£147	£242	£-95	£0	£0	£0	n/a	0
05/04/08	*	£146	£203	£-57	£0	£0	£0	n/a	0
05/04/07	*	£137	£91	£46	£0	£0	£0	n/a	0
05/04/06	*	£117	£119	£-2	£0	£0	£0	n/a	0
05/04/05	*	£104	£85	£19	£0	£0	£0	n/a	0
05/04/04	*	£86	£76	£11	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 47 years

00000000000

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

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)

Gender Split

ANNABEL PATRICIA ROBERTSON

CARLY ELAINE ROBERTSON Appointed: 2017

IAIN OGILVIE ROBERTSON

JANE LESLEY ROBERTSON

JOSEPH OLIVER SHEPHERD

MICHAEL JAMES SHEPHERD

RORY ROBERTSON

CHRISTINE MARGARET SHEPHERD, Other trusteeship: PATRICIA, DONALD, CHRISTINE & PATRICK SHEPHERD FOUNDATION,

PATRICK MICHAEL SHEPHERD (Chair), Other trusteeships: YORK AGAINST CANCER, PATRICIA, DONALD, CHRISTINE & PATRICK SHEPHERD FOUNDATION,

Legal constitution

Charity registered in England & Wales on 05/05/1977, number: 272948

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures

Filing Record

20 returns made; AR08: 84 days late, AR07: 144 days late, AR06: 8 days late, AR05: 12 days late, AR04: 22 days late,

Main office

West Mount
129 The Mount
York
YO24 1DU

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