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The Patricia and Donald Shepherd Charitable Trust

RegisteredRegistered charity number 272948YorkChildren and youth development
Income£344k2025-04-05
Spending£90ksame year
Spent / received615%5-year average
Size in its cause95th pctChildren and youth development
Registered1977Trust
Employees–latest return

Analysis

The Patricia and Donald Shepherd Charitable Trust is a registered charity in England and Wales, based in York. It was registered in May 1977, 49 years ago. Its declared purposes cover general charitable purposes, which this site groups under children and youth development. Legally it is a charitable trust. It says it makes grants to organisations.

In the financial year ending April 2025, The Patricia and Donald Shepherd Charitable Trust reported income of £344k and spending of £90k, leaving 74% of income unspent that year. Across the 5 years on record, from April 2021 to April 2025, income grew from £314k to £344k (+9.6%), an average of +2.3% a year. The sharpest change came in the year to April 2025, when income dropped by 31%. Over the whole period it spent 615% of the income it received.

Among 5,641 England and Wales charities whose main cause is children and youth development and that reported income, The Patricia and Donald Shepherd Charitable Trust sits at the 95th percentile: it is larger than about 95% of them. Against every charity in England and Wales with reported income it ranks in the 87th percentile. Charities of a similar size with the same main cause include Hook Village Halls Charitable Association (£343k), The Borzello Trust (£350k) and The Bromsgrove Youth and Community Hub (£343k).

Income and spending

£0£2.8m£5.7m£8.5m£11.4m2021 Income: £313,8322021 Spending: £323,34320212022 Income: £402,2972022 Spending: £129,53820222023 Income: £452,2562023 Spending: £468,67420232024 Income: £499,5422024 Spending: £11,356,08720242025 Income: £343,8262025 Spending: £89,5422025
IncomeSpending

Where the income comes from

  • Other 100%

In the charity's own words

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.

Similar-sized charities, same cause

CharityLocationIncome
Hook Village Halls Charitable AssociationHook£343k
The Borzello TrustLondon£350k
The Bromsgrove Youth and Community HubWorcestershire£343k
Home-Start CroydonCroydon£350k