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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.

Activities & Mission

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.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Financial Information

Latest Income
£343,826
Latest Expenditure
£89,542

Financial Efficiency

Overall Efficiency 26.0%
% of expenditure going to programs (vs overhead)
Expenditure Ratio 26.0%
Expenditure as % of income

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£343,826
£89,5420 / 0
2024
£499,542
£11,356,0870 / 0
2023
£452,256
£468,6740 / 0
2022
£402,297
£129,5380 / 0
2021
£313,832
£323,3430 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about The Patricia And Donald Shepherd Charitable Trust

What does The Patricia And Donald Shepherd Charitable Trust do?

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.

How much income did The Patricia And Donald Shepherd Charitable Trust report in 2025?

The Patricia And Donald Shepherd Charitable Trust reported total income of £344k and reported expenditure of £90k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

When was The Patricia And Donald Shepherd Charitable Trust registered as a charity?

The Patricia And Donald Shepherd Charitable Trust was registered with the Charity Commission for England and Wales on 5 May 1977 as charity number 272948. It has been registered for 49 years.

Who runs The Patricia And Donald Shepherd Charitable Trust?

The Patricia And Donald Shepherd Charitable Trust is governed by a board of 6 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Patricia And Donald Shepherd Charitable Trust operate?

The Patricia And Donald Shepherd Charitable Trust operates in England And Wales, as recorded in its Charity Commission filing.

Is The Patricia And Donald Shepherd Charitable Trust a registered charity?

Yes — The Patricia And Donald Shepherd Charitable Trust is a registered charity in England and Wales, charity number 272948.

Details

Address
West Mount
129 The Mount
York
YO24 1DU
Registration Date
5 May 1977
Status
Registered

Registry Information

Organisation Number
272948
Charity Number
272948

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Trustees

ANNABEL PATRICIA Calvert
Carly Elaine Robertson
IAIN OGILVIE ROBERTSON
JANE LESLEY ROBERTSON
PETER LAWRENCE CALVERT
RORY ROBERTSON

Data & trust

Register data refreshed
30 July 2026
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