Finance Score: -2

Governance Score: 0

Support Score: 6

Liabilities <10%: +3
Excess reserves: -3
Large legacies income: +1
Strong growth: +2
Multiple Deficits and declines: -5

Overall weighted support: +6

Overall GiG Score: 4

YORK MINSTER FUND

TO RAISE MONEY TO HELP SUPPORT THE FABRIC AND MINISTRY OF YORK MINSTER.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £9,047,758 available, equivalent to 34 months of spending and so may not be able to utilise additional funding
Income has been volatile and on several occasions in recent years less than spending

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
31/12/23		£1,068	£3,192	£-2,123	£100	£12,586	£9,048	34	5	0
31/12/22		£1,703	£2,773	£-1,070	£365	£14,217	£10,989	47.6	4	0
31/12/21		£2,687	£1,965	£722	£60	£17,344	£13,668	83.5	5	0
31/12/20		£1,656	£2,228	£-572	£108	£15,526	£12,013	64.7	5	0
31/12/19		£2,573	£1,776	£797	£178	£15,281	£11,800	79.7	5	0
31/12/18		£2,639	£1,486	£1,153	£341	£13,112	£10,536	85.1	4	0
31/12/17		£921	£1,173	£-252	£86	£12,803	£12,065	123.4	4	0
31/12/16		£1,262	£1,016	£245	£125	£12,448	£10,876	128.4	3	0
31/12/15		£999	£1,242	£-244	£148	£11,086	£9,168	88.6	3	0
31/12/14		£1,265	£1,005	£260	£199	£11,425	£9,599	114.6	3	0
31/12/13		£1,661	£1,805	£-144	£190	£11,291	£9,726	64.7	3	0
31/12/12		£1,583	£1,968	£-385	£272	£10,693	£9,391	57.3	3	0
31/12/11		£1,720	£705	£1,015	£155	£10,615	£9,259	157.5	3	0
31/12/10?		£0	£0	£0	£59	£9,017	£8,138	INF	2	0
05/04/09		£2,121	£1,308	£813	£174	£6,716	£6,005	55.1	1	0
05/04/08		£1,589	£1,543	£46	£59	£7,133	£6,557	51	1	0
05/04/07	*	£1,062	£553	£509	£40	£7,292	£7,229	156.8	1	0
05/04/06	*	£929	£851	£78	n/a	n/a	n/a	n/a	n/a	n/a
05/04/05	*	£727	£478	£249	n/a	n/a	n/a	n/a	n/a	n/a
05/04/04		£390	£492	£-102	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 19.8%
Fundraising Costs/Total Spending: 3.1%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 4%
Liabilities/Income: 49%
Unrestricted Funds/Total Funds: 72%
Reserves/Spending: 34 months
Net Current Assets/Spending: 18 months
Quick Ratio: 10

Asset Split ?

Balance Sheet History

Established: 58 years

yorkminster.org

ymf@yorkminster.org

01904623247

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities

Where it operates

City Of York,

Who it helps

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
Dulverton Trust - St Cuthbert Window and Transept
£50,000	21/10/2020	St Cuthbert Window and Transept
National Lottery Heritage Fund - Grant to York Minster Fund
£33,000	10/08/2020	COVID19: York Minster Fund
Sir George Martin Trust - Grant to York Minster
£2,500	28/06/2019	Capital costs for Environment/Conservation/Heritage
Wolfson Foundation - Grant to York Minster Fund
£200,000	13/06/2019	Restoration of the St Cuthbert window and transept
Garfield Weston Foundation - Major Grants award
£300,000	17/10/2018	St Cuthbert Window
National Lottery Heritage Fund - Grant to York Minster Fund
£1,100,000	20/03/2017	York Minster Glass Endowment
Dulverton Trust - Restoration of Great East Window
£50,000	24/10/2012	Restoration of Great East Window

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

YORK MINSTER FUND LTD

Legal constitution

Charity registered in England & Wales on 18/04/1967, number: 252157

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
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; AR07: 39 days late, AR06: 22 days late, AR05: 499 days late,

Recent reorganisation events:

Asset transfer in from THE DAWSON CHARITABLE TRUST on 28/05/2021

Main office

8 - 9 Minster Yard
YORK
YO1 7HH

Objectives

(1) SUCH CHARITABLE PURPOSES CONNECTED WITH THE MINSTER AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE. (2) SUCH OTHER CHARITABLE PURPOSES OR SUCH CHARITABLE FOUNDATIONS AS THE TRUSTEES BEING NOT LESS THAN FIVE IN NUMBER SHALL FROM TIME TO TIME BY DEED EXECUTED WITH THEIR UNANIMOUS CONSENT DECLARE.

Defined Area of Benefit:

YORK MINSTER IN THE CITY OF YORK AND ELSEWHERE.

Data Sources

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