2023-07-31-accounts

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York Schools and Youth Trust (YoYo)

The Trustees present their report and accounts for the year ending 31% July 2023.

York Schools and Youth Trust, also known as YoYo, is Charity Number 1057991 first registered on 19" July 1996.

Operating address throughout this year has been: Holgate Methodist Church Acomb York YO24 4AE Tel: [phone]

Email: [e-mail] Website: www.yoyotrust.org.uk

Trustees serving during the year:

Mrs Cathy Roberts Chair Mr Andy Hindle Treasurer (Resigned November 2022) Mr Adrian Fuller Treasurer (From November 2022) Miss Elizabeth Hunt Mrs Ruth Somerville Secretary Rev Peter Horsley Vice Chair Mrs Dot Bevington Professor Bryony Beresford Rev Chris Ray Mrs Alexandra Hale (Elected November 2022)

Staff team: Tony Bower Executive Officer Andy Barthow (Returned from study leave 5" September 2022) Isobel Barthow (Returned from maternity leave January 2023) Suze Newton (Resigned November 2022) Marion Barella (Resigned June 2023) Tamsin Nihill Nicola Bray (Pioneer contract ended August 2022; maternity leave cover ended January 2023) Keith Geary (Maternity leave cover ended November 2022) Janine Gray Julia Pohutsa (Appointed on a six-month fixed term contract November 2022 to May 2023: Ukraine Project) Emily Aikens (Appointed May 2023) Kate Lamb Administration and Communications Officer Judith Summerfield Finance Administrator

Independent Examiner of Accounts

Keith Dixon 4 Crabtree Drive, Malton, North Yorkshire YO17 7FQ

Bankers

Lloyds PLC, Pavement, York YO1 9LB CCLA Fund Managers Ltd Senator House, 85 Queen Victoria Street, London, EC4 4ET YoYo Annual Report & Accounts 2023

CCLA Fund Managers Ltd

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Structure, Governance and Management

York Schools and Youth Trust is administered and managed as a charitable trust by the trustees under the Trust Deed declared in July 1996.

The board of trustees comprises Christians from a range of churches and denominations across the City of York. The Charity is non-denominational and trustee recruitment is by an informal process. Potential trustees are recommended from within the local Christian community, they meet with some existing trustees and are given time to consider the possibility of joining the trust. Trustees are elected at the AGM or a Special Meeting called for this purpose. Trustees are elected for a three year term, and can serve no more than three terms of three years. Office holders are elected each year at the AGM.

Trustees meet once or twice each school term, with an annual strategy half day and additional meetings as required. Interim meetings are held by sub-groups of trustees when required, with minutes available to all.

The Principal Staff member (Executive Officer), to whom day to day management is delegated, is in attendance at all trustee meetings.

At a Special Meeting in November 2022, the trustees agreed to the following amendment to be added to section G of the Constitution: “Meetings should be held in person but may be held entirely or partially by suitable electronic means agreed by the board of trustees in which all participants may communicate with all other participants.”

The trustees consider risks affecting the trust from time to time. Such risks include:

• e lssues relating to the safeguarding and protection of children and young people with whom the trust's workers are in contact. The trustees have appointed Dr lan Richardson, a retired OFSTED inspector, as their safeguarding officer.

• e Financial risks: The trustees have remained vigilant in their monitoring of budgets in 2022/2023 to ensure a good financial position.

• e COVID-19 risks to team members, trustees, volunteers, school staff and pupils.

In respect of these and other matters that may arise the trustees seek to have in place policies and procedures to deal fully with the possible effects of such risks on the trust.

No serious incidents have occurred this year related to finance, COVID-19 or safeguarding.

2022-2023 a year of in-person visits to schools

During 2022/2023, face-to-face contact with schools through in-person visits has been able to take place; there have been no restrictions due to COVID-19.

The schools’ team has responded to school requests for specific topics to be covered as well as offering our usual programmes at Christmas and Easier, and the Transition programme “It's Your Move” during the summer term. In addition, the team have also led Collective Worships, RE lessons, lunchtime clubs and Prayer and Reflection Spaces. “Playdough World” lessons continue to be popular. Some of the requests by schools have been topics relating to their RE syllabus for example “What is prayer?”, “Why is the Bible important to Christians today?”, “What do different people believe about God?”, “Why is Jesus inspiring?”, “The value

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of life”. Other topics covered include “Suffering”, “Racism”, “Generosity”, “Radical Jesus” and “Life and Death’. Schools have also invited the team in for “Question and Answer’ sessions.

New initiatives have been introduced, for example in the autumn term, a National Poetry Day project took place which involved working with five schools in a day. This resulted in an anthology of the children’s work being put together and presented to the schools who had taken part. In the spring term, in partnership with a local church, a professional footballer from York City Football Club was invited to accompany team members into schools to share about their faith and how it has impacted on their career as a footballer. In the summer term, “Creative Space” projects were introduced which involve taking a Bible story, dramatically retelling the story, and then using displays and spaces to creatively unpack the story and learn some key things that it is revealing. The spaces are available for parents/carers to come and see after school, providing the opportunity for them to meet YoYo team members.

During the year an opportunity arose which enabled YoYo to appoint a person from Ukraine who had been displaced by the war in Ukraine, on a part-time, six-month, fixed term contract. Following a successful interview, the team member shared her story with over 2000 children and young people in local schools and churches in York and the surrounding area before returning to Ukraine and to her family. Children and young people wrote poetry and prayers in response to hearing the stories resulting in YoYo producing a book called “Believe in Miracles? A Hope for Ukraine”. The book will also be translated into Ukrainian. All the proceeds from the book will be donated to “Shelter” a Ukrainian Charity.

Team members also worked with a number of local churches on their summer holiday clubs and continue to work with York Christian Youth Holidays on their summer camps for children and young people.

Trustee meetings have all taken place in person throughout the year.

Objectives and Activities

The trustees continue to apply the trust’s funds to the objects as set out in the Trust Deed:

“Working with York Schools and Churches to bring the Christian faith alive.”

In carrying out this objective the YoYo team has supported and served schools by communicating the Christian faith in ways relevant and effective to York’s children and young people by:

• e Taking RE lessons in both primary and secondary schools e Leading assemblies and collective worship in primary and secondary schools e Providing reflective spaces e Supporting and encouraging staff and students through lunch time and after school clubs

• e Developing resources that help and enhance the delivery of religious education e Recruiting, training and supporting volunteers who assist in the delivery of the work in schools

• e Offering pastoral support for staff and students at times of crisis and stressful situations e Developing and delivering creative ways of communicating the Christian faith that are cross curricular

• e Sharing about the work in local churches who are supporters of the Trust e Being involved in city wide youth work with local youth workers and other youth organisations

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e Preparing resources for schools, churches, children, young people, parents and teachers to use e The Executive Officer has also been continuing to build relationships beyond the City of York boundaries with various new potential projects emerging. Regular prayer meetings have been held to support the work of YoYo. These have been attended by team members, trustees and interested supporters from the local churches. They have been held electronically, using zoom and have also taken place in person in local churches.

Staffing

All staff, except the part time Finance Administrator, work directly with the young people of York to advance the Christian religion. Staff changes during the year were Suze Newton resigning in November 2022. Keith Geary finishing maternity leave cover in November 2022. Nicola Bray finishing the pioneer post in August 2022, and completing maternity leave cover in January 2023. Marion Barella resigning in June 2023. Julia Pohutsa appointed on a sixmonth contract from November 2022 to May 2023. izzi Barthow returning from maternity leave in January 2023. Emily Aikens appointed on a part-time contract in May 2023 and appointed on a full-time contract in July 2023 to replace Marion Barella. Kate Lamb primarily works in the office but has on occasions been into school with other team members. Trustees granted Andy Barthowa period of study leave which ended on 5 September 2022. Anna Robertson was appointed as an Intern for the academic year September 2022 to July 2023.

Achievements and Performance

One of the main and ongoing achievements of YoYo is its regular clubs which are attended by a variety of students, from both a faith and no faith background. The schools highly value the opportunities that a Christian club gives to their communities.

The year-round assemblies and lessons are also highly valued by both the primary and secondary schools. This can be evidenced by the fact that YoYo works in virtually all the schools in York.

The Executive Officer has continued to develop relationships with some schools and churches outside the City of York boundaries leading to some new projects being planned in these areas.

Online resources and books produced by YoYo continue to be well received. A new book “Believe in Miracles?’ A hope for Ukraine”, which comprises poems and prayers by children and young people from Yorkshire based on the story of Julia Pohutsa has been produced in English and will also be published in Ukrainian, and has been widely acclaimed. The Executive Officer has worked collaboratively with the Bible Society producing resources for them.

New volunteers continue to join YoYo to support the work of the team.

Public Benefit

YoYo’s provision of lessons, assemblies and clubs is available to every child, in every school in the York area, without discrimination or distinction of class, socio-economic background, colour or religion, and without charge. YoYo provides valuable support to the schools of York in meeting the requirements of the Religious Education syllabus and by their contribution to a variety of discussions within lessons in other subject areas. YoYo’s online resources have been available to anyone free of charge, in keeping with YoYo’s policy of free access.

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A full Statement of Public Benefit is available.

Financial Review

A set of accounts for the year ending 31 July 2023 are annexed to this report.

During the financial year ending 31 July 2023 the trust incurred expenditure of £191,129 which funded a staff team of ten and the trust's accommodation at Holgate Methodist Church.

During the year, the trust received income totalling £178,064. This includes donations from churches and individuals, income from grant-making bodies and a legacy of £31,427.

This resulted in a net operating deficit of £13,065 for the year. The trust suffered a reduction in the value of its investments of £1,796 which meant the total net deficit was £14,861. With the opening reserves balance of £104,986 the trust finished the year with a reserves balance of £90,125.

The majority of the Trust’s funds is held in a general fund. This fund received £170,546 income during the year and expenditure totalled £180,396. This meant there was a net expenditure of £9,851. The value of the investment reduced in the year by £1,796. The total net expenditure was therefore £11,646. After transferring £26 to cover the excess expenditure related to the restricted funds the general fund reserves decreased from £99,372 at the beginning of the year to £87,699 at the end of the year.

In addition to the General Fund, YoYo had some funds restricted to specific areas of activity of the Trust.

• e During the year a generous donation of £7,000 was received to employ a person from Ukraine who had been displaced by the war in Ukraine, to visit schools and inform them about the conflict. The children’s poems were included in a book which people could purchase. £518 was raised from the sale of these books. The employment costs and costs of producing the books amounted to £5,779 leaving a balance to carry forward of £1,738. It is intended to use this to produce the books of poems in the Ukrainian language and donate the surplus to help Ukrainians in need or to host further events relating to Ukraine.

• e In the previous year a grant of £9,721 was received from the Foodbank for the team to train and equip a church to run a café and holiday club in a deprived area of the city. £4,167 of the grant was outstanding at the start of the year. The costs incurred in the year amounted to £3,479 giving a balance of £688 to carry on the project into the next year.

• e APioneering Fund was created three years ago from a generous gift of £20,000. The work was carried out during the year in the geographical area outside the north and east of York by two members of the team. £1,438 of this grant was outstanding at the start of the year, which was spent on salary costs during the first two months of the year, leaving a balance of zero.

• e At the beginning of the year there was a small balance of £10 in respect of the “It’s Your Move” programme in which in previous years the team distributed books to Year 6 pupils moving on to secondary school. This was spent on expenses relating to “It's Your Move” during the year, leaving a balance of zero.

The Trust’s policy is to try and ensure that at the end of each term there are sufficient cash reserves to meet the following three months of expenditure. This comes to approximately

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£50,000. The year ended with the general fund reserves at £87,699 which meets this policy. Additional reserves of £2,426 were held to fund the ongoing café and holiday club work and aid for Ukrainian refugees.

A claim for gift aid of £2,293 was made after the financial year end and does not feature in these accounts.

Where possible, cash reserves in excess of half a term’s expenditure are held ina high interest account or charity investment fund managed by CCLA Fund Managers Ltd. This is in order to maximise our return whilst minimising risk. The amount invested at the end of the financial year was £61,574 based on the valuation of the fund on 31 July 2023. A total of £1,920 in interest was received during the year and there has been a reduction in the market value of £1,796. In August 2022 £20,000 has been transferred to the investment fund, and in April 2023 £10,000 was transferred from the investment fund to fund the work of the charity in the year.

The trustees are extremely grateful to our supporters. Their generosity has once again enabled the trust to carry out their objectives during the year. The trustees will be looking in the coming year at ways to increase the regular income in order to strengthen the general fund for future years, and will also be looking for further sources of grant income.

The Way Ahead

The team and trustees continue to look ahead and explore how the work can be built upon. Andy Barthow was granted study leave from May to early September 2022 and spent some of the time looking at how YoYo can remain culturally relevant to those it serves. A report was produced for trustees, and during the academic year 2022/2023 specific aspects have been discussed by both team and trustees focusing on Innovation, Work with Children and Young People, and Communication. We have looked in detail at what YoYo is currently doing, what YoYo could do, and what might need to be let go of in the light of what we feel are the most important elements to develop.

New ventures include our first ‘Ugly Bug Ball’ at a local church, with YoYo team members partnering with people from several local churches to run the event. In our report last year, we mentioned that we were working with a local church, at the request of one of the schools in the area, to help to set up a café for families and a holiday club for young people. The holiday club was very successful, and the café for families has gone from strength to strength with numbers increasing across the year. YoYo Team members worked with the local church to train volunteers to enable them to take over the running of the café. New initiatives have taken place with schools as outlined above in the information included under the heading 2022-2023 a year of in-person visits to schools.

In all matters the board of trustees continues to operate well and looks forward to continuing the Charity’s objectives.

ae Po Hos Mrs Cathy Roberts Peter Horsley Chair Vice Chair

November 2023

YoYo Annual Report & Accounts 2023

Paxton

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Charity Commission SOFA Report as at 31/07/2023

Charity no. 1057991 YorkSchools and Youth Trust

Printed: 09/09/2023

	Unrestricted funds	Unrestricted funds	Restricted Incomefunds	Restricted Incomefunds	Endowment funds	Totalfunds	Prioryear funds
	£		<		£	£	£
income and endowments from:
Donationsand legacies		168,461		7,000	0	175,461	202,165
Charitable activites		165		518	0	683	888
Other trading activities		0		0	0	0	128
Investments		1,920		0	0	1,920	1,549
Separate material itemof		0		0	0	0	0
income
Other Expenditure on:		0		0 0 sie	0
Raising funds		226		382	0	608	1,306
Charitable activities		180,170		10,351	0	190,521	178,470
Separatematerial item of		0		0	0	0	0
expense
Other		0		0	0	0	0
Net income/(expenditure) beforeinvestmentgains/(losses)		aest		“ats	’	ai	iia
Netgains/(losses) on		-1,796		0	0	-1,796	-292
investments
Netincome/(expenditure)		-11,646		-3,215	0	-14,861	24,662
Extraordinary items		0		0	0	0	0
ransfers between funds		-26		26	0	0	0
Reconciliation of Funds
otal funds broughtforward		99,372		5,615		104,986
otalfundscarriedforward		87,699		2,426	0	90,125

Paxton Charity Commission Balance Sheet as at 31/07/2023

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Charity no. 1057991

YorkSchools and Youth Trust

Printed: 09/09/2023

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||||||||| |---|---|---|---|---|---|---|---| |—| |Unrestricted|Restricted|Endowment|Total funds|Prior year funds| |Funds|Income|Funds|Funds| |Fixed|assets| |Intangible|assets|0|0|0|0|0| |Tangible|assets|0|0|0|0|0| |Investments|0|0|0|0|0| |Totalfixed assets|0|0|0|0|0| |urrent|assets| |Stocks|0|0|0|0|0| |Debtors|0|0|0|0|0| |Investments|61,574|0|0|61,574|53,370| |Cash|at bank and|in hand|26,125|2,426|0|28,551|51,617| |Total current assets|87,699|2,426|0|90,125|104,986| |reditors:|amounts|falling due|0|0|0|0|0| |ithin one|year| |Net current assets/(liabilities)|87,699|2,426|0|90,125|104,986| |TenI|Gateks eatliabilitieseen|87,699|2,426|0|90,125|104,986| |reditors: amounts falling due|0|0|0|0|0| |after more|than|one year| |Provisions|for|liabilities|0|0|0|0|0| ||__|Total|met assets or|liabilities [87,699[2.426]|||—«80,TS|||——=«iO4,986 || |unds|of the|Charity| |Endowment|funds|0|0|0|0|0| |Restricted income funds|0|2,426|0|2,426|5,615| |Unrestricted|funds|87,699|0|0|87,699|99,372| |Revaluation|reseerve|0|0|0|0|0| |Total funds|87,699|2,426|PO|90,125|104,986| |Signed by|one|or two|trustees|.|2|Date of approval| |on behalf of all the trustees|sentstu|sinaasaia\¢|dd/mm/yyyy|

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Paxton

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Charity Commission Movement of Funds Report

Charity no. 1057991 YorkSchools and Youth Trust

Printed: 09/09/2023

Charity no. 1057991 YorkSchools andand Youth Trust Printed: 09/09/2023	Charity no. 1057991 YorkSchools andand Youth Trust Printed: 09/09/2023	Charity no. 1057991 YorkSchools andand Youth Trust Printed: 09/09/2023	Charity no. 1057991 YorkSchools andand Youth Trust Printed: 09/09/2023	Charity no. 1057991 YorkSchools andand Youth Trust Printed: 09/09/2023	Charity no. 1057991 YorkSchools andand Youth Trust Printed: 09/09/2023	Charity no. 1057991 YorkSchools andand Youth Trust Printed: 09/09/2023
eae Year to 31/07/2023
Fundname	Fundbalances	Income	Expenditure	Transfers	Gainsand	Fundbalances
	brought				losses	carried
	forward					forward
General fund	99,372	170,546	-180,396	-26	-1,796	87,699
Foodbank	4,167	0	-3,479	0	0	688
ItsYourMovebooks	10	0	-10	0	0	0
Pioneering 19	1,438	0	-1,464	26	0	0
Ukraine	0	7,518	-5,779	0	0	1,738
SS Ss SSS ssh
Totals	104,986	178,064	-191,129	0	-1,796	90,125

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| Fy “+ CHARITY COMMISSION]
| eee? | FOR ENGLAND AND WALES
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— Independent examiner's
report on the accounts
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Section A

Independent Examiner’s Report

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Report to the trustees/
members of | York Schools and Youth Trust (YoYo)
On accounts for the year | 31% July 2023 accounts for the year | 31% July 2023 for the year | 31% July 2023 the year | 31% July 2023 | 31% July 2023 31% July 2023 July 2023 2023
ended
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On accounts for the year | 31% July 2023 accounts for the year | 31% July 2023 for the year | 31% July 2023 the year | 31% July 2023 | 31% July 2023 31% July 2023 July 2023 2023 Charity no | 1057991
ended (if any)
| report to the trustees on my examination of the accounts of the above
charity (“the Trust”) for the year ended 31/07//2023.
Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation
basis of report of the accounts in accordance with the requirements of the Charities Act
2011 (“the Act”).
| report in respect of my examination of the Trust's accounts carried out
under section 145 of the 2011 Act and in carrying out my examination, |
have followed the applicable Directions given by the Charity Commission
under section 145(5)(b) of the Act.
Independent | have completed my examination. | confirm that no material matters have
examiner's statement come to my attention in connection with the examination which gives me
cause to believe that in, any material respec
| have no concerns and have come across no other matters in connection
with the examination to which attention should be drawn in order to enable a
proper understanding of the accounts to be reached.
Please delete the words in the brackets if they do not apply.
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Relevant professional | Chartered Institute of Public Finance and Accountancy CIPFA
qualification(s) or body
(if any):
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Address: | 4 Crabtree Drive, Malton, North Yorkshire YO17 7FQ

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Section B
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Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

IER

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October 2018