YORK CONSERVATION TRUST LIMITED

Charity number: 504302
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charitable company's policy is to acquire, renovate and maintain property of historical, architectural or constructional interest in the County of North Yorkshire in accordance with its objects. The charity does not generally award grants to third parties.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£2,536,040

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Donations and legacies £55.59k
Charitable activities £2.27m
Other trading activities £0
Investments £204.59k
Other £10.43k

Total expenditure:
£3,465,644

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Raising funds £97.43k
Charitable activities £3.37m
Other £0

-£394,244 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £97.43k
Charitable expenditure £3.37m

People

6 Employee(s)

11 Trustee(s)

6 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£70k to £80k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Accommodation/housing
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • City Of York
  • North Yorkshire

Governance

Registration history:
  • 20 October 1975: Standard registration
Organisation type:
Charitable company
Other names:
  • INGS PROPERTY COMPANY LIMITED (Previous name)
Company number:
00395954 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
James Roderick Jocelyn Grierson Trustee 04 November 2024
YORK UNLOCKED CIO
Received: On time
James Edward Naish Trustee 04 November 2024
None on record
Anna Euphemia Gawthorp Trustee 08 November 2023
None on record
Dr RUTH ISOBEL MORRELL Trustee 18 July 2017
None on record
MS VANESSA RACHEL MORRELL BUTLER Trustee
None on record
JEREMY SPENCE MORRELL Trustee
None on record
Dr CHARLES HEDLEY ESDON BUTLER Trustee
None on record
PATRICIA ANNE BUTLER Trustee
None on record
MARGARET ANNE MORRELL Trustee
THE C. AND J. B. MORRELL TRUST
Received: On time
JAMES ROBERT MORRELL Trustee
YORK COMMON GOOD TRUST
Received: On time
OLIVIA HOLDEN MORRELL Trustee
THE C. AND J. B. MORRELL TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £2.33m £2.07m £2.35m £4.42m £2.54m
Total expenditure £1.42m £1.64m £1.89m £2.72m £3.47m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A £42.67k N/A N/A
Income - Donations and legacies £0 £158.13k £160 £1.54k £55.59k
Income - Other trading activities £0 £554 £0 £0 £0
Income - Charitable activities £2.33m £1.73m £2.15m £2.22m £2.27m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £1.95k £114.73k £141.43k £2.15m £204.59k
Income - Other £41.28k £66.95k £61.69k £42.03k £10.43k
Income - Legacies £0 £0 £0 £0 £54.96k
Expenditure - Charitable activities £1.42m £1.64m £1.76m £2.65m £3.37m
Expenditure - Raising funds £0 £0 £121.95k £71.16k £97.43k
Expenditure - Governance £14.94k £27.81k £31.31k £36.96k £37.81k
Expenditure - Grants institution £0 £5.00k £5.00k £6.50k £7.50k
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £29.19m £27.74m £27.66m £27.17m £27.13m
Long-term investments £0 £3.39m £3.68m £3.84m £3.45m
Other assets £2.09m £1.29m £1.56m £2.94m £1.43m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £6.42m £5.09m £4.83m £4.01m £3.39m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 30 August 2024 On Time
Accounts and TAR 31 March 2024 30 August 2024 On Time Download Open in new window
Annual return 31 March 2023 19 October 2023 On Time
Accounts and TAR 31 March 2023 19 October 2023 On Time Download Open in new window
Annual return 31 March 2022 11 August 2022 On Time
Accounts and TAR 31 March 2022 11 August 2022 On Time Download Open in new window
Annual return 31 March 2021 03 August 2021 On Time
Accounts and TAR 31 March 2021 03 August 2021 On Time Download Open in new window
Annual return 31 March 2020 08 December 2020 On Time
Accounts and TAR 31 March 2020 08 December 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION AS AMENDED BY SPECIAL RESOLUTIONS INCORPORATED 8 APRIL 1975 AND 5 FEBRUARY 1976, AS AMENDED BY SPECIAL RESOLUTION OF THE 18TH NOVEMBER 2005 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 12 SEP 2017 as amended on 25 Nov 2022 as amended on 02 Oct 2023

Charitable objects

a. To provide for the conservation and preservation for the public benefit of buildings of significant historic interest, architectural or constructional merit or amenity value in the City of York and the County of North Yorkshire and lands adjacent to and associated with such buildings; b. To promote the public knowledge and enjoyment of those places of historic interest, or architectural or constructional merit, in the City of York and the County of North Yorkshire, which are owned by the Company; c. To advance education and skills in the conservation of buildings and land adjacent thereto and associated therewith.

Area of benefit

The area the charity can operate in, as set out in its governing document.

CITY OF YORK AND COUNTY OF NORTH YORKSHIRE PARTICULARLY THOSE AREAS WITH A YO POSTCODE

Contact information

Address:
York Conservation Trust
De Grey House
St Leonard's Place
York
YO1 7HE
Phone:
01904 651880
Email:
guybowyer@yorkconservationtrust.org
Website:

www.yorkconservationtrust.org Open in new window