THE YORK ORATORY TRUST (CIO)
REGISTERED CHARITY NUMBER 1187865
ANNUAL REPORT AND FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2023

THEYORK ORATORYTRUST (CIO)
ConteDts
Legal and Administrative Inforn)ation
Page 3
TNstees' Report
Pages 4-7
Independent Examiner's Report
Page 8
Statement of Financial Activities
Page 9
Ba12t￿e Sheet
Page 10
Notes to the Accounts
Pages 11-14

THE YORK ORATORYTRUST (CIO)
Legal and Administrative informatlOD
Registered Charity nUrn￿r
1187865
Date of registration
I l February 2020
Charity address
Pelergate House
I l High Petergate
Yo
YOI 7EN
Trustees
The Very Reverend Richard Duffield {Ch&ir)
FT Daniel Seward
Fr Stephen Brown
Br David Chadwick
Bankers
Natwest
3 Westborough
Scarborough
YOI IUH
Independent examiner
MrN.C. Everard B.A., F.C.A.
Hunter Gee Holroyd. Chartered Accountants
Club Chambers
Museum Street
York YOI 7DN

THEYORK ORATORYTRUST (CIO)
REPORT OF THE TRUSTEES
FOR THE YEAR ENDING 31" DECEMBER 2023
The Trnst¢e5 present their report ¥nd th¢ financial statements of the Charity for the year ended 3 1st December 2023. The
Trustee5 have adopted the provisions of ihe Statement of Recommended Practice (SORPI"Accounting and Reporting by
Charities" (FRS 102), in preparing the annual report and financial statements of the Ctwity.
PRINCIPAL ADDRESS
The Charity's principal address is I I, High Petergate, York. YOI 7EN
TRUSTEES
The Trust¢e5 at the date of this r¢port wer¢..
Fr Richard Duffield (Chair)
Fr Daniel Seward
Fr Stephen Brown
Br David Chadwick
All these Tru5te¢5 served throughout the year and to the date of this report.
BANKERS
National Westminster Bank
3 Westborough,
Scarborough
YOI I IUH
SOLICITORS
For questions relating to Property. Finance and Charity Law the Chartty's Solicitors are Lupton Fawcett of Stamford House,
Pl￿ad]lly, York YOI 9PP.
INDEPENDENT EXAMINER
Hunter Gee Holroyd
Club Chambers
Museum Street
York. YOI 7DN
STRUCTURE, GOVERNANCE AND MANAGEMENT
Legal Status
The Charity was established under a Trust tked dated I l February, 2020. It w&$ registered Ls a CIO on 20 February,
2020. The Charity Number is 1187865

THE YORK ORATORYTRUST ICIO)
Governallce
New Trustees are appointed by existing Trusiees.
The Truste¢s are appointed from among the voting members of the General Congregation of the York Oratory which 15 the
gov¢ming body of the Congregation of the Oratory of St Philip Neri in York ID Roman Catholic porticulwT law.
The TTUStees themselves responsible for the day to day running of the charity und¢r lh¢ leadership of the Provost of the
York Oratory, Fr Richard Duffield, who is also ex offlicio Chair of the Trustees.
Cl¢rgy stip¢nds of th¢ Trustees are set according to the provisions made in the Particular Stamtes of the Congregation of the
Oratory of St Philip Neri in York. Clergy receive a stipend according to their need and not exceeding the arnount agreed for
elergy salaries by the Trustees of the Roman Catholic Diocese of MiddlesbTough in whi¢h we work. This 15 reflected in the
York Oratory Trust (CIO) governing document.
Risk Management
The TNstees have a risk management strategy based on the risk management strategy of the Diocese in which we work. This
involves an at￿Ual review of the iisks the Charity may face and the establishment of systems and procedures to mitigate
those risks. and the impletnentation of procedures to mitigate any potential impact on the Charity should those risks
materialise.
The TNstees consider that the Charity's main risks aTe thos¢ woci*¢d with fin8n¢ial 511Stainability, Safeguarding.
legislative compliance. and buildings.
Objeetive$ and Activities
The Charity exists for the benefit of the publi¢. the advancement of the Roman Catholic religion in England and particularly
in, or in the vieinity of, the ¢ity of York and the county of North Yorkshire by, but not limited to, the provision (>f religious
services and pastoral eare in the region.
The York Oratory Trust {CIO) was founded to support a religious eotnmunity, th¢ Congregation of the O￿Ory of St Philip
Neri in York, which was invited to undertake religious and pastoral work in th¢ City of York and its vicinity by the Bishop
of Middlesbrough, the Roman Catholic Diocese in which it works. In addition to providing th¢ Diocese with the religious
arLd pastoral services required by a parish. the CongregaÉion of the Ordtory also undertak¢s other a¢tivities particular to its
tradition.
The Charity's objectives and activities fall under the following broad headings..
Religious and Spiritual Activilies
Pastoral Activities
Social ActlVEties
Cuiturdl Activities & Church Music

THE YORKORATORY TRUST ICIO
ACHIEVEMENTS AND PERFORMANCE
Religious and Spirltu81 A¢tivities
The main activity of the Chjrity is to provide Liturgy and Worship aecording to Rornan Catholic Tlte5 in the parishes aThJ
ehapels entrusted to us by the Diocese of Middlesbrough. St Wilfrid's Church, St Joseph's Church and the Shrine of St
Margaret Clitherow in the Shambles. We also do this for the Chaplaincy of th¢ University of York. in our Primary School
and for a local religious community. We have two daily Masses in Si Wilfrid's Church and six ma￿e5 (with two other sung
services) every Sunday across all the Churches and Chapels entnJst¢d to us. The paTi5hes- especially St Wilfrid's- have a
large number of Baptisms, Weddings and FuneJ71s.
All the trustees and the other member5 of the York Oratory Community {including porishioners) are involved in giving
spiritual talks for a wide variety of diffeTent audiences in the City of York and further afield. The"Talking Heads" Bible
Study talk5 3re repeated twiee ¢ach week and are made available online. There are regular talk5 every Sunday afternoon for
most of the year on Christian ArL Poetry and Church music. There are cl&sses in Latin, Church Music and. according io
dernand, in New Testament Gr¢ek. These are all well-attended. attracting up to IhErty people.
Many of the Trustees aAd Members of ihe Oratorian Community are engaged in giving spiritual retreats. conferences and
lectures, both in the city of York and fillther afield. We also provide spiritual dire¢tion and counselling for a large number of
individuals.
Past(trral Activitie5
The Parish ha5 the care of a Catholic Primary School for which the community provides chaplaincy and governance. There
is extensive parish visiting for the lonely and housebound. both by members of the ctsrnmunity and by parishioners
CO•ordinated by the Parish Priest.
The community also provides a Chaplain to the University of York who provides a servi¢e for ih¢ Roman Catholic students
and also who also works eollaboratively with Anglican and Methodist colleagues in an E¢uTneni¢al Covenant. Priest
member5 of the Oratorian Comtnunity take their tum in providing chaplaincy serviees in the York hospita] and for religious
communities in the district.
Social Aetivities
Together with the Trussell Trust we run a weekly F(M)d Bank in St Joseph's Parish. There are also two groups of parishioners
who provide relief for povety through the Society of St Vin¢¢nt de Paul.
Cultsr*l Activities And ch￿reh Musi
The Charity runs two choits, one semi-prof¢ssional and one amateur. who sing at the tnain s¢rvice5 on Sundays. Apart from
providirtg [n￿siC for services the Drrector of Music is also charged with musical formation of pari5hion¢rs across all our
parishes. The choirs also give5 sacred ¢on¢erts. called Musical Oratories. on a regular basi5.
The Charity is responsible for thre¢ listed buildings, St Wilfrid's Church, Petergat¢ House and the Shrine of St Margaret
Clitherow in the Shambles.
Plans for th¢ Future
Restoration of the interior of St Joseph's Church.
Developing the property on High Petergate to provide accommodation for the community or for income fot the Charity.
(kd¢r of Malta Group for S￿la] events ft)r the elderly and lonely.

THE YORKORATORYTRUST ICIO)
Reserves Policy
The Trustees have set a level of unrestricted or 'free' reserves thai th¢ Charity ne¢ds to have to bridge any shortfall behveen
future income and expenditure levels (particularly in relation to increased utility bills and church fabric repair5 costs) ai a
level of £250.000 which equates to approximately 12 months running eo$ts. Th¢ totAI unrestricted reserves a¢ 3 1st December
were above this level at a total 01£344.005.
The Trustees are conscious ofgignificant capital works revealed by the last Quinquennial Report on the Condition of the
Property. and that cost of living pressures are likely to increase.
Investment Policy
The trustees are aware of a n¢ed to develop an investment policy for the future and to avoid keeping more liquidity in curr¢nt
accounts than we need. We have opened an interest bearing wcount and will look at ways of establishing an investtnent fvnd
governed by policies consistent with the Catholi¢ Faith.
Volunteers
We recruit and train volunteers to help us meet different demands of our charitsble objective$ including administration.
pastoral supporL education and the maintenance of the church buildings and their eontents. We have thirty regular
volunteers.
Flnantixl Revie)v
The Charity's main expenses are th¢ maintenance of our property. the support of the clergy who, together with volunt¢er5.
undertake rnost of the work foT the ¢harity's objectives; and the training of new clergy to do this work in the thture. The
inC0￿e cornes frorn the donalioD5 of those who come to our churches. some rental income, and grants from charities which
support the training of cler8y.
The charity incutTed an operating loss in the year on unrestricted activities of £14,724 and also received a legacy of £184,638
resulting in a net income for the year of £169.914. The total reserves at 3 1st D#¢mber 2023 increased to £348.011
(2022 £174,091 }
StatemeDt of Trvstets, Responsibilities
The Trustees are responsible for preparing th¢ Trustee5' Report and the financial statements in accordance with applicable
law and United Kingdom Accounting Standards {United Kingdom Generally Accepted Accounting Praclic¢).
The law applicable to charities in England and Wale5 requiT¢S th¢ Trustees to prepare financial statements foreach financial
year which give a true and fair view of the state of affairs of the charity and of the incom¢ and ¢xp¢nditure of the charity
for that period. In preparing these financial statementy the Trustees are required to=
sel¢ct 5Uitable accounting policies and then apply them consistently.
observe the methods and principles in the Charities SORP.
make judgements and estimates that are reasonable and prudent.
state whether applicable accounting Standards have been followed. subject to any material departure5 disclosed and
explained in the financial stateTnent5' and
prepare the financial statements on the going ¢onc¢m basis unless it is inappropriate to presutne that the charity will
continue in business.
The Trust¢e5 are re5ponsibl¢ for keeping sufficient accoLmting records that disc105e wsth reasonable ac¢ur3cy at any time
the financial p051tion of the charity and enable them to ensure that the flnancial Statements comply with the Charities Act
2011, the Charity {Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They ar¢ also reswnsible
for safeguarding the &ssets gf the ¢harity and hence for taking reasonable steps for the prevention and detection of fraud and
oth¢r irregularities.
Approved by the TNsttts on 14th October 2024 and signed on their behalf by..
ly. rt.rfty24
V. Rev. Richard DutTield Provost
& Chairof Trnstee5

THE YORK ORATORYTRUST ICIO)
INDEPENDENT EXAMINER'S REPORT
TO THE TRUSTEES OFTHE YORK ORATORY TRUST (CIO)
I report to the trustees on my examination of the financial statements of The York Oratory Trus1 (CIO) (the Charity) for the
year ended 31 December 2023.
Responsibili¢ies and basis of report
As the t￿Stee$ of the charity, you are responsible for the preparation of the financial statements in #e¢ordan¢¢ with the
requiieTnents of the Charities Aet 2011 (the 2011 Act).
I report in resp￿1 of my examination of th¢ ¢harity's financial statemenis carried out under section 145 of the 2011 A¢t.
In carrying out my examination I have follow￿ all the applicable Directions given by the Charity ComMi￿l0￿ under
section 14515)(b) of the 201 l Act.
Inde￿ndetht ex4miner's statetnent
I have complcted my examination. I confirm ihai no maLtrrs have corne to my attention in connection with the examination
givin8 mc Cause lo Irlieve ihat in any material respecL'.
Accounting rewrds were not kept in resp¢¢t of the charity as required by section 130 of the 2011 Act,. or
the financial stst¢ments do not accord with th05¢ record5. or
the financial statements do not comply with the applicable requirement5 conceming the fom and content of accounts
set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that th¢ a¢¢ounts give
true and fair view which is not a m2tt¢r Considered as part of an independent examination.
Ihav
o concems and have come across no other Tnatters in connection with the examinaiion to which attention should be
n in this report in order to enable a proper understanding of the financial statements to be reached.
C Everard BA FCA
Gee Holroyd
Club Chambers
Museum Street
York YOI 7DN
Dated.. 28111 October 2024

THEYORK ORATORYTRUST (CIO)
Statement of FiD8Deial Acttvities {intluding income and expenditure *ccount)
for the year ended 31 December 2023
Unre5tri¢ted
Funds
Restricted
Funds
Total
Total
2023
2023
2023
2022
Income from:
Nole 4
(as restated)
VoluTrtary income
Donations and giving
Legacies
Oxford Oratory
Training grant
164,491
184,638
164.491
184,638
146,220
19,958
14,500
145(lJ
Generated income
Diocesan contribution
Mass stipends and stole ftes
26,715
13,642
26,715
13,642
19,658
6,979
Rental inc¢)me
25,620
25,620
25,786
Cther income
11,153
10,228
21,381
11,953
Total ineorne
426,259
24.728
4SO,987
231,798
Expetsditure on:
Charitable Attivities
Administration and offt¢e costs
Church, liturgical and pastoral
Community allowances
Household expens¢s
Propety exp¢n5es
Cler8y training
Utilities & insurance
Website and IT consultaney
Other expenditure
14.584
103,680
19,240
51,948
15,978
14,584
103,080
19,240
Sl.948
15.978
10.494
41,507
2,645
16.991
10,133
72,948
23,314
42,401
27.092
9,IfA)
49,870
16I37
7,705
10.494
41,507
2,645
6,763
10.228
Tot41 expenditure
Nrte3
256,345
20,722 277,067
259,460
r4et ID¢om¢l{¢xpenditure) for the year
169,914
4.(M)6 173,920
{27,062)
R¢fonf iliation of funds
Funds brought fon¥ard at l January 2023
174.091
174,091
201,753
Funds carried forward at 31 December 2023
344,005
348,011
174,091
Th¢ statement of financial activities includes all gains and losses recognised in the year.
All income and expendittre derive from continuing activities.

THEYOIIK ORATORY TRUST (CIO)
Balance Sheet
as At 31 December 2013
Notes
2023
2022
(as re5taled)
Current #sstts
Cash at bank and in hand
362,025
181,824
Liabilities
Creditors.. amounts falling due within one year
Net current a&sets
348,011
174,091
Total net •ss¢ts
348011
174091
Funds:
Restricted funds
4,006
U[￿eStricted funds
344,005
174,091
Total fiDds
348011
174091
The financial statements were approved by th¢ TTh$tees on 14, October 2024 and signed on their behalf by..
V. Rev. Richard Duffield
Provost & Ch4ir of Trustees
10

THE YORKORATORYTRUST (CIO
NOTES TO THE FINANCIAL ST ATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2023
l. stalen￿nt of accounting policies
Charity iDforrnation
The York Oratory Trust is a Charitable Incorporated Organisation.
Basis of preparAtio
The fll)ancial statetnents have been prepared in ac¢ordance with the charity's governing document. the Charities Aet 2011,
FRS 102 Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities SORP
"Accounting and Reporting by Charities.. Statement of Recommended Practice applicable to charities preparing their
accounts in accordance wsth th¢ FinaD¢ial Reporting Stsndard applicable in the UK and Republic of Ireland IFRS 102)"
(effective l January 2019}. The ¢harity is a Public Benefit Entity as defined by FRS 102.
The charity ha5 taken advantsge of the provisions in the SORP for charities applying FRS 102 Update Bulletin I not to
prepare a Statelnent of Cash Flows.
The fjnancial statem¢n15 have prepared on a going concern basis under the historical cost eonvention. The principal
accounting p(Trlicies adopted are set out below.
Basis of gc£ounting
The financial statements are prepared on an accruals basis to include the restatement of the previous year on ¢his basis
(previously prepared on a receipts and payments basis}.
Going CODcern
At the t￿ne of appryTrving the financial statements, the trustees have a reasotmble expeetation that the eharity ha5 adequate
resources to continue in op¢rational existence for the foreseeable fikn. Thus, the trustees continue to adopt the going
concern basis (Trf accounting in preparing the fll￿n¢la[ statements.
Income
Income is recognised when the Charity is legally entitled to the incom¢, th¢ amount can be measured reliably, and it is
probable that income will be received.
Church collections are recognised when received by the eharity. Other donations are recognised once the charity has been
notified of the donation. unless perfomjance conditiOll5 require d¢f¢rral of the amount. Income tax recoverable in relation to
donations received under Gift Aid L5 recognised when agreed by the R¢venue.
Legacies are recognised on receipt or otherwise if the charity has been notified of an impending distribution, the amount is
known. and receipt is expected.
Resources expettded
Liabilities are re¢o8Rised as expcnditure as soon &s ther¢ is a legal or consttuctive obligation committing the charity to thai
expenditure. it is probable that Settlement will be required and the amount of the obligation can be measured reliably.
All expenditure is accounted for on an accrua15 basis. All expenses including supwrt costs and govemance costs are
allocated or apportioned to the applicable expenditure headings.
Irrecovernble VAT is charged against the expenditure heading for which it was incurred.
Gov¢rnan¢¢ costs include those costs associated with meeting the public accountsbility of th¢ charity and its ¢ompliance
with regulation and good practice including costs relating to the Independent Examination.

THEYORK ORATORYTRUST (CIO)
Fund Accounting
Unrestricted funds are available for use at the dis¢retion of the Trustees in fijrtheranee of the general objectives of the
Charity and which have not been designated for other purposes.
Designated funds comprise unrestricted fiujds that have been set aside by the Tru$t¢es for particular purpose5.
Restricted funds are fwjds which are to be used in accordance with specific restrictions imposed by the donors or which have
been raised by the Charity for particular purposes. The cost of Taising and administering such funds are charged against the
specific fi￿d. The and use of each restricted fund is set out in the notes to the financial ststements.
TA￿*10￿
The charity is An exempt charity within the meaning of schedule 3 of the Charities Act 201 l and is considered to pass the
tests set out in Paragraph I Schedule 6 Finance Aot 2010 and therefore it meets the definition of a eharitable company for
UK corporation tsx purposes.
2. Creditor5: 4mounts falllng due
With1￿ one year
2023
2022
(as restated)
Accruals and deferred in¢om¢
14,014
7,733
3. Analysis of txpenditurn on eh*rit*ble attivities
Direct costs
Support costs
Total
2023
Total
2022
Religious adivities
255 777
277 067
259 460
DiT¢Ct costs
Church. liturgical and pastoral
Community allowances
Household expenses
Property expenses
Clergy training
Utilities and insuranc¢
Other ¢XPeTKliture
103,680
19,240
51,948
15,978
10.494
41.507
72,948
23,314
42,401
27,092
9,160
49,870
255 777
231770
rt costs
Administration and office costs
Website and IT consultancy
Bank charges
Govemance
15,784
2,645
1.781
1.080
10,853
16,837
21
Tot&1
259 460
12

THE YORK ORATORYTRUST (CIO)
All support costs relate to charitsble a¢tivities.
Expenditure on ¢haritable activities was £277,067 {2022 £259,460} of which £256.345 was unrestricted (2022 £256,460) and
£20.722 restri¢led (2022 £3,000)
Governance costs are Independent Exalniners Fees of £1,080
JL Funds
Balance at 1.1.23
Income
Expenditure
Balance at 31.12.23
Restricted G¢n¢ral fi￿dS
Priests, training
14,500
(10,494)
4,006
Trip fund
7249
(7.249)
Special collections
For third pty charities
2,979
(2.979)
24.728
{20.722)
4,006
Unrestricted fijnds
General fimd
174,091
426259
{256,3451
344,005
Total fijnds
174,091
450,987
{277,067)
348.011
The Pri¢sts' Tr*ining Fund is in respect of donations received and expenditure on cler8y education.
The Charity also has a bell tOW¢T maintenance fund which is a restricted fund with a balance at 3151 December 2023 of
£2,815 which has not b¢en consolidated within the financial statements. The income in the year was £3,973 and
expenditur¢ w&$ £2,592.
A￿alYSiS of net assets behve¢n funds
Fumd balances •t 31" December 2023 are represented by:
Unrestricted fi￿d5
Restricied fimds
Total funds
CutTent assets
Cu￿ent liabilities
355,922
(11,917)
6,103
(2,097)
362.025
(14,014)
Total net assets
344 005
348
Fund balaDees at 31° D¢tember 2022 art represented by".
Current assets
Current liabilities
181.824
(7.733)
181,824
{7,733)
74
13

THEYORK ORATORYTRUST ICIO)
6. Comrnitrnents under operdting leases
Operating leases
As at 3 IA December 2023 the total of the charity's future minimum lease payments under non-eon¢ellable operating leases
was
2023
2022
Amounts due within one year
3,470
Amounts du¢ between one and five years
9,022
7. Trnste¢5' and key maDagement personnel remulleration and eipenses
The following Trustees received allowances for religious duties perfottned during the year..
2023
2022
Fr Richard Duffield
Fr Stephen Brown
Fr Daniel Seward
Br David Chadwick
3,488
3,488
3,488
3,488
3,488
3.488
3.488
3,488
The clergy membus listed above are considered to be ihe charity's key management personnel.
8. Relgted party tr#nsactlQDS
There were no related party transaetioTrs during the year other than those describ¢d in Note 7 above.
14