**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| 2 **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| 3 **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. 4 ## **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 5 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| 7 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