2022-12-31-accounts

THE YORK ORATORY TRUST (CIO) REGISTERED CHARITY NUMBER 1187865

REPORT AND ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2022

THE YORK ORATORY TRUST (CIO) Registered Charity No 118786

Contents

Legal and Administrative Information	Page 3
Trustees’ Report	Pages 4 - 5
Independent Examiner’s Report to the Trustees	Page 6
Receipts and Payments Account	Page 7
Statement of Assets and Liabilities	Page 8

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THE YORK ORATORY TRUST (CIO)

Registered Charity No 118786

Legal and Administrative information

Registered Charity number	1187865
Date of registration	11 February 2020
Charity address	Petergate House
	11 High Petergate
	York
	YO1 7EN
Trustees	The Very Reverend Richard Duffield (Chairman)
	Fr Daniel Seward
	Fr Stephen Brown
	Fr Henry O’Connell
	Br David Chadwick
Independent examiner	John Hanks
	47 South Street
	Durham
	DH1 4QP
Bankers	NatWest
	3 Westborough
	Scarborough
	YO11 1UH
Solicitors	Lupton Fawcett LLP
	Stamford House
	Piccadilly
	York
	YO1 9PP

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THE YORK ORATORY TRUST (CIO)

Registered Charity No 118786

Report of the trustees for the year ended 31st December 2022

The accounting year of the York Oratory Trust (CIO) [YOT] runs from 1st January to 31st December. The Trustees for the period concerned were:

V. Rev. Richard Duffield (Provost) Fr Daniel Seward (Deputy) Fr Stephen Brown (Deputy) Br David Chadwick

Structure, Governance and Management

The Trustees are chosen by election from among the members of the York Oratory, a Roman Catholic Religious Community serving the needs of the Catholic Church in the Diocese of Middlesbrough, whose territory covers the area defined by the objectives of the YOT described below.

The day to day management of the YOT is entrusted to the Provost and his two deputies and, for bigger decisions and in any case once a month, plenary meetings of all the trustees. This corresponds to the management structure of the Congregation of the Oratory as defined by its own particular law.

Each Oratorian community is autonomous but is part of a world-wide confederation. Every community elects delegates who meet regularly to review particular law, to conduct visitations and provide support for individual communities and their members.

Risk Management

The trustees receive a monthly financial report including the Trust’s income and expenditure, an account of restricted funds, invested funds, cash in hand, assets and liabilities. The trustees are satisfied that there is sufficient regular income to allow the YOT to fulfil its objectives.

Financial Review

The YOT’s main expenses are the maintenance of our property; the support of the clergy who, together with volunteers, undertake most of the work for the YOT’s objectives; and the training of new clergy to do this work in the future. The income comes from the donations of those who come to our churches, some rental income, and grants from charities which support the training of clergy. We are in the process of making a Gift Aid claim to 31 December 2022.

Objectives

The public advancement of the Roman Catholic Religion in England and especially in, or in the vicinity of, the City of York and the County of North Yorkshire.

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THE YORK ORA TORY TRUST (CIO)

Registered Charity No 118786

Achievements and Performance

Each community works closely with the Diocese in which it operates and is usually dependent on the Diocese for a proportion of the work it undertakes to meet its objectives. The YOT operates in the Diocese of Middlesbrough. The YOT runs two parishes for the Diocese and the Shrine of St Margaret Clitherow, a historic property and chapel in the Shambles. We keep two listed buildings regularly open to the public, and we provide Catholic chaplaincy in schools, hospitals, care homes and for the students of the University of York. We provide governors for two Catholic schools.

We have yet to negotiate agreements with the Diocese of Middlesbrough for the occupation of the properties entrusted to us as patrimony to support our aims and objectives. We are in consultation with the Diocese at the moment and hope to have this matter resolved in the next few months.

Volunteers

We recruit and train volunteers to help us meet different demands of our charitable objectives including administration, pastoral support, education and the maintenance of the church buildings and their contents. We have three choirs and have musicians both volunteer and salaried who support the worship in our churches.

Website

Further details of the YOT's work can be found on our website www.yorkoratory.com

Approved by the Trustees and signed on their behalf

V. Rev. Richard Duffield Provost & Chair of Trustees

1 [st ] October 2023

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THE YORK ORATORYTRUST ICIO) Re8iStered Charity No 118786 Report of the Independent Examiner to the Trnslees tOTthe year ended 31 December 2022 I report on the accounts of the York Oratory Trust (cto) for the year ended 31 December 2022 whith are set out on page5 7 to 8. Respective responsibilities of the Tn￿te¢S and Examiner. As Trustees you are Tesportgible for Preparing the AcccAmts. Y(w consider that the audit requirement of section 144 of the (harities Act 2011(the Charities Art) d(ts not apply and that an lThdependent Examination is needed. It is my responsibility to examine the accounts under section 145 of the Charites Art and to state, OD the basis of procedures specified in the General DArectiOTLS gven by the Charity Commi&8ioners under section 145(5Xb) of the (Tharities ACL whether parti￿lar matters have come to my attention. Basis of Independent Examinerfs repo My examination was carried out in accordan￿ with the C￿Thera1 DArections siven by the Charity Commission. An examination indudes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also indudes consideration of any unusual items or disdosures in the accounts and seeking explanations from you as Trust Con￿MIng any such matters. The Pro￿￿reS undertaken do not provide all the evidence that would be required in an audit and tonsequently no opinion is given as to whether the accounts present a 'true and fair view, and the report is limited to those matters set out in the statemtht below. Independent Examinerfs Statementr. In connection with my examination. no material matters have come to my attention whith Sives me cause to Eelieve that in any material re5E*rt accounting records were not kept in accordance with section 130 of the Charities Ac¢ or the accounts do not accord with the acc(wn¢ing ￿e0rdS I have come aCr￿S no other matter in connertion with the examination to whith attention should be drawn in order to enable a proper understanding of the accounts to ￿ reached. John Hanks 47 South Street Durham DHI 4QP

THE YORK ORATORY TRUST (CIO)

Registered Charity No 118786

Receipts and payments account for the year ended 31 December 2022

RECEIPTS Voluntary income Donations and giving Legacies Oxford Oratory Training grant Generated income Diocesan contribution Mass stipends and stole fees Rental income Other incoming resources Total income PAYMENTS Administration and office costs Church, liturgical and pastoral Community allowances Household expenses Property expenses Stipends College fees Diocese – utilities/insurance/other Website and IT consultancy Other expenditure Total payments Surplus/(deficit) for the year Balances brought forward at 1 January Balances carried forward at 31 December	General Funds Restricted Funds Total Total 2022 2022 2022 2021 146,220 146,220 107,646 19,958 19,958 13,032 1,244 1,244 0 0 0 9,000 19,658 19,658 24,072 6,979 6,979 3,683 25,786 25,786 12,032 11,953 11,953 6,477
	231,798 0 231,798 175,942
	10,133 10,133 8,457 72,948 72,948 18,836 20,484 20,484 23,146 42,401 42,401 31,508 27,092 27,092 54,314 2,830 2,830 4,200 6,160 3,000 9,160 6,000 42,137 42,137 0 16,837 16,837 0 7,705 7,705 2,756
	248,727 3,000 251,727 149,217
	(16,929) (3,000) (19,929) 26,725 198,753 3,000 201,753 175,028
	181,824 0 181,824 201,753

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THE YORK ORATORYTRUST ICIO) Re8islered Charity No 118786 Statement of Assets and Liabilitie8 as at 31 December 2022 General ReStriC￿d Funds Funds 2022 Total 2022 Total 2021 Cash at bank 181,824 181,824 201,753 Debtors Creditors (7.733) (7,733) Total a&sets 174,CP31 174¢Y)I Approved by the Trustees and signed on their behalf V. Rev. Richard Duffield Provost & Chair of Trustees 1st Ortober 2023