The Preston Family Charitable Settlement

Registered charity 1138978 Registered since 2010

Operates: Throughout England And Wales

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Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.

trustees on the board

trustees past 6 years

9.6y

average years in governance

3 vs 0 portfolio

first-time trustees

company-linked trustees

Sector coverage

General Charitable Purposes 5Education/training 2

Commercial experience

Professional services 6Property 4Business services 3

Gaps to watch

Narrow spread of causes across the board

Boards that share trustees

The Bursary Foundation CIO 2 shared trustees

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Related organisations

The Bursary Foundation CIO 2 shared trustees
Open Door Exmouth Similar size; both General purposes
Spanish and Portuguese Jews' Synagogue Common Investment Fund Similar size; both General purposes
Home-Start Croydon Similar size; both General purposes
AY and Y Patel Charitable Trust Similar size; both General purposes
We Stand With Families Similar size; both General purposes

Boards that overlap with this one through shared trustees, or govern in the same field. Deterministic, from public records.

Contact

Email	hello@shepherdprivateclients.co.uk
Phone	01615190600
Address	Shepherd Private Clients Limited, Suite 3, First Floor, Oakwater House, 4 Oakwater Avenue, Cheadle Royal Business Park, CHEADLE, SK8 3SR

Finances

£352,370 latest income

Year	Income	Spending
2021	£420,753	£53,727
2022	£2,208	£612,012
2023	£2,220	£53,480
2024	£0	£30,240
2025	£352,370	£338,570

What it does

What

General Charitable Purposes

Who

Other Charities Or Voluntary Bodies

How

Makes Grants To IndividualsMakes Grants To Organisations

Charitable objects

THE OBJECTS ARE SUCH CHARITABLE PURPOSE OR PURPOSES AS THE TRUSTEES SHALL AT THEIR ABSOLUTE DISCRETION DETERMINE

Governing document: TRUST DEED DATED 12 MARCH 2008

Trustees (5)

5trustees

71median age

1aged 70+

Connected charities (1)

The Bursary Foundation CIO 2 shared trustees

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