Finance Score: -5

Governance Score: 3

Support Score: 8

Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

Large volunteer base +3
Overall weighted support: +5

Overall GiG Score: 6

YORK CIVIC TRUST

To preserve, protect and advise on the historic fabric of York. To publish promote and educate the public and encourage their participation in cultural activities. To provide advocacy in areas of concern to York. To make grants which concur with the trust's objectives. To raise and pay funds in the furtherance of the objects and co-operate with others having similar objects.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from a grant maker recently
The Board appears to be well diversified in terms of gender

Financial issues to consider:

Income has been volatile and on several occasions in recent years less than spending
A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/01/23	£464	£487	£-23	n/a	n/a	n/a	n/a	n/a	n/a
31/01/22	£369	£376	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/01/21	£355	£400	£-45	n/a	n/a	n/a	n/a	n/a	n/a
31/01/20	£564	£652	£-88	£36	£7,284	£5,534	101.8	16	150
31/01/19	£684	£615	£69	£68	£7,002	£5,332	104	15	250
31/01/18	£907	£545	£362	£52	£7,126	£5,439	119.7	12	0
31/01/17	£631	£505	£126	£44	£6,642	£5,311	126.3	11	0
31/01/16	£428	£447	£-19	n/a	n/a	n/a	n/a	n/a	n/a
31/01/15	£451	£485	£-34	n/a	n/a	n/a	n/a	n/a	n/a
31/01/14	£466	£449	£17	n/a	n/a	n/a	n/a	n/a	n/a
31/01/13	£562	£517	£45	£14	£6,095	£4,807	111.5	7	0
31/01/12	£464	£459	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/01/11	£405	£411	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/01/10	£424	£419	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/01/09	£492	£390	£102	n/a	n/a	n/a	n/a	n/a	n/a
31/01/08	£413	£387	£26	n/a	n/a	n/a	n/a	n/a	n/a
31/01/07	£335	£323	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/01/06	£572	£300	£272	n/a	n/a	n/a	n/a	n/a	n/a
31/01/05	£283	£291	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/01/04	£412	£455	£-43	n/a	n/a	n/a	n/a	n/a	n/a

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Download accounts

Highest pay bracket: less than £60,000

Balance Sheet History

Established: 61 years
(74 years as a company)

www.yorkcivictrust.co.uk

info@yorkcivictrust.co.uk

01904655543

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Makes grants to organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Sponsors or undertakes research

Where it operates

City Of York,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to York Civic Trust
£249,999	19/08/2022	York Trailblazers
National Lottery Community Fund - Public engagement for transport in York
£5,000	16/05/2019 12	The funding will be used to conduct a transport survey where residents, commuters and visitors to the area will be provided with the opportunity to express their needs and priorities with regards to transport in the area. The findings will be ....more The funding will be used to conduct a transport survey where residents, commuters and visitors to the area will be provided with the opportunity to express their needs and priorities with regards to transport in the area. The findings will be presented to the local authority who in turn will develop a transport plan for the city, with the aim of improving accessibility throughout the area.
Ministry of Defence - ALB - Armed forces Covenant Fund Trust- Covenent Fund
£18,796	01/04/2018	Armed Forces Covenant Local Grants for local projects that support community integration or local delivery of services.
National Lottery Heritage Fund - Grant to York Civic Trust
£100,000	15/03/2017	Saving Grinling Gibbons' first masterpiece for York, Yorkshire and the Nation: The King David Panel

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 52-81

ANDREW JOHN SCOTT Appointed: 2013, Occupation: Retired

ANN ELIZABETH MARGARET HEAPS Appointed: 2018, Occupation: Retired

CHRISTOPHER CHARLES WEBB Appointed: 2019, Occupation: Trustee

DR KATHERINE FLEUR GILES Appointed: 2017, Occupation: University Lecturer

HELEN MARGARET DOBSON Appointed: 2020, Occupation: Chartered Accountant

MATTHEW SEDDON Appointed: 2023, Occupation: Trustee

PROF ANTHONY DORMER MAY Appointed: 2019, Occupation: Trustee

RICHARD WILLIAM SMITH Appointed: 2022, Occupation: Chartered Accountant

STEPHEN ERIC LUSTY (Chair) Appointed: 2017, Occupation: Retired

WENDY CONSTANCE BUNDY Appointed: 2019, Occupation: Trustee

Legal constitution

Charitable company registered in England & Wales on 17/04/1964, number: 229336
Registered at Companies House on 12/09/1950, number: 00486282

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

20 returns made; all on time

Main office

York Civic Trust
Fairfax House
Castlegate
YORK
YO1 9RN

Objectives

TO PRESERVE, FOR THE BENEFIT OF THE PUBLIC, THE NATURAL, ARTISTIC AND CULTURAL AMENITIES OF THE CITY OF YORK AND ITS NEIGHBOURHOOD.FOR FURTHER OBJECTS, REFER TO MEMORANDUM OF ASSOCIATION

Defined Area of Benefit:

CITY OF YORK AND ITS NEIGHBOURHOOD

Data Sources

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