Finance Score: -1

Governance Score: 0

Support Score: 0

Spending falling: -1
No PartB

No supporters identified

Overall GiG Score: -1

SHELDON MEMORIAL TRUST

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.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£4	£4	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22	*	£4	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	*	£4	£2	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£4	£4	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£5	£9	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£1	£5	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£53	£4	£49	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£3	£5	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£4	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14	*	£3	£7	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13	*	£4	£8	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12	*	£4	£3	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£3	£2	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£3	£2	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£3	£5	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07	*	£3	£1	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06	*	£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	*	£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 60 years

sheldonmemorialtrust.org.uk

sheldonmtrust@outlook.com

07858500473

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Museums, parks, historical sites

How it operates

Makes grants to individuals
Makes grants to organisations
Provides other finance
Sponsors or undertakes research

Where it operates

City Of York,

Who it helps

Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees:

CHRISTOPHER IAN TUCKLEY Appointed: 2022

DR DOROTHY ARKELL NOTT Appointed: 2021

FRANCIS MICHAEL WILLIS Appointed: 2023, Occupation: Solicitor

GARY ROBERT BRANNAN Appointed: 2022, Occupation: Archivist

PETER VINCENT ADDYMAN CBE

PETER BARDSEA MILLER Appointed: 2020, Occupation: Bookseller

PETER JAMES YOUNG Appointed: 2022

RICHARD GREEN (Chair)

RITA JUNE FREEDMAN Appointed: 2020

SARAH ANN SHEILS M.A. Appointed: 2019

Legal constitution

Charity registered in England & Wales on 15/07/1964, number: 529733

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

20 returns made; AR22: 47 days late, AR21: 4 days late, AR20: 5 days late, AR19: 4 days late, AR14: 96 days late, AR13: 26 days late, AR12: 37 days late, AR07: 5 days late, AR06: 99 days late, AR04: 9 days late,

Main office

60 Usher Lane
Haxby
York
YO32 3LA

Objectives

PROMOTING OR ENCOURAGING EDUCATION IN HISTORY OR THE ARTS AND IN PARTICULAR, IN SO FAR AS SUCH SUBJECTS ARE ASSOCIATED WITH THE CITY OF YORK.

Defined Area of Benefit:

CITY OF YORK.