YORK MINSTER

Charity number: 1201499
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

THE OBJECTS OF THE CHAPTER ARE (A) TO ADVANCE THE CHRISTIAN RELIGION IN ACCORDANCE WITH THE FAITH AND PRACTICE OF THE CHURCH OF ENGLAND, IN PARTICULAR BY FURTHERING THE MISSION OF THE CHURCH OF ENGLAND; (B) TO CARE FOR AND CONSERVE THE FABRIC AND STRUCTURE OF THE CATHEDRAL CHURCH BUILDING; (C) TO ADVANCE ANY OTHER CHARITABLE PURPOSES WHICH ARE ANCILLARY.

Income and expenditure

Data for financial year ending 31 December 2023

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.

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • Religious Activities
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • City Of York
  • East Riding Of Yorkshire
  • Kingston Upon Hull City
  • Middlesbrough
  • North Yorkshire
  • Redcar And Cleveland

Governance

Registration history:
  • 19 December 1973: Standard registration
Organisation type:
Other
Other names:
  • CHAPTER OF YORK (Working name)
Gift aid:
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
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
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
Robert Edward Hornby Trustee 01 February 2025
None on record
Camilla Faith Trustee 01 February 2025
None on record
Revd Canon Margaret McLean Trustee 28 October 2024
None on record
REVD CANON TIMOTHY GOODE Trustee 28 October 2024
None on record
Alan Dunsmore Trustee 28 October 2024
None on record
Sir William Worsley Trustee 28 October 2024
None on record
Jonathan Britton Trustee 28 October 2024
DR ANGUS FAIRWEATHER TRUST
Received: On time
Dr Catherine Eve Poole Trustee 28 October 2024
SHARE ALLIANCE
Recently registered
THE WOODARD CORPORATION
Received: On time
Rev Canon James Harley Milne Trustee 28 October 2024
ST.PETER'S SCHOOL, YORK
Received: On time
THE VERY REVD DOMINIC MATTHEW JESSE BARRINGTON Trustee 28 October 2024
None on record
PETER NEVILLE COLLIER KC Trustee 28 October 2024
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2023
Total gross income £12.85m
Total expenditure £10.15m
Income from government contracts N/A
Income from government grants £33.11k
Income - Donations and legacies £4.05m
Income - Other trading activities £7.03m
Income - Charitable activities £280.91k
Income - Endowments £0
Income - Investment £1.48m
Income - Other £14.65k
Income - Legacies £131.62k
Expenditure - Charitable activities £6.62m
Expenditure - Raising funds £3.53m
Expenditure - Governance £47.00k
Expenditure - Grants institution £0
Expenditure - Investment management £364.16k
Expenditure - Other £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 31/12/2023
Own use assets £11.26m
Long-term investments £42.64m
Other assets £4.77m
Defined benefit pension scheme asset or liability £0
Total liabilities £4.05m

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 December 2023 25 October 2024 On Time
Accounts and TAR 31 December 2023 25 October 2024 On Time Download Open in new window
Submit annual return Open in new window

Linked charities

Linked charities
Governing document
SCHEME DATED 03 OCT 1973 AS AMENDED BY RESOLUTION DATED 28 OCT 2024
Charitable objects
5.1 THE OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED ARE: (A) TO ADVANCE THE CHRISTIAN RELIGION IN ACCORDANCE WITH THE FAITH AND PRACTICE OF THE CHURCH OF ENGLAND, IN PARTICULAR BY FURTHERING THE MISSION OF THE CHURCH OF ENGLAND, AND (B) TO ADVANCE ANY OTHER CHARITABLE PURPOSES WHICH ARE ANCILLARY TO THE FURTHERANCE OF THE PURPOSE REFERRED TO IN PARAGRAPH (A). 5.2 THE CHARITY'S LAND AND BUILDINGS KNOWN AS ST. WILLIAM'S COLLEGE ('THE PROPERTY') ARE DESIGNATED LAND AND, SUBJECT TO CLAUSE 5.4 BELOW, MUST BE USED FOR THE CHARITABLE PURPOSES SPECIFIED IN CLAUSE 5.1. 5.4 WHEN NOT BEING USED FOR THE CHARITABLE PURPOSES SPECIFIED IN CLAUSE 5.1, THE PROPERTY CAN BE USED TO GENERATE AN INCOME TO MAINTAIN THE PROPERTY AND FURTHER THE SAID CHARITABLE PURPOSES.
Area of benefit
THE DIOCESE OF YORK
Registration history
  • 19 December 1973 : Standard registration

Contact information

Address:
York Minster
Minster Yard
YORK
YO1 7HH
Phone:
01904557200