YORK CIVIC TRUST
To preserve, protect and advise on the historic fabric of York. To publish promote and educate the public and encourage their participation in cultural activities. To provide advocacy in areas of concern to York. To make grants which concur with the trust's objectives. To raise and pay funds in the furtherance of the objects and co-operate with others having similar objects.
Objects
The charity is established for the public benefit for the following purposes in the area comprising York and its surroundings which area shall hereinafter be referred to as "the area of benefit" (i) To promote high standards of planning and architecture in or affecting the area of benefit. (ii) To educate the public in the geography, history, natural history and architecture of the area of benefit. (iii) To secure the preservation protection development and improvement of features of historic or public interest in the area of benefit
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net expenditure of £193,811 for the year, driven by increased charitable activity costs. However, the organization maintains a strong financial position with total net assets of £8,113,180 and free reserves of £1,212,202, which significantly exceed the trustees' policy target of £250,000. The trustees confirm that the charity has adequate resources to continue in operational existence for the foreseeable future.
What the accounts disclose
“The Board of Trustees Reserves Policy is to maintain liquid funds of around £250,000, equivalent to approximately six months operating costs.” — page 10
“During the year the charity recharged wage costs of £8,302 (2024: £8,128) to the subsidiary company.”
“During the year a grant was received from the Friends of Fairfax House totalling £10,000 (2024: £Nil). T he chair of the Friends of Fairfax House is also a trustee of York Civic T rust.” — page 49
“During the year the charity recharged wage costs of £8,302 (2024: £8,128) to the subsidiary company.”
“During the year a grant was received from the Friends of Fairfax House totalling £10,000 (2024: £Nil). T he chair of the Friends of Fairfax House is also a trustee of York Civic T rust.” — page 49
Policies the charity declares
- 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
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/01/2025
- Volunteers: 230
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/01/2024
- Volunteers: 110
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/01/2023
- Volunteers: 120
- Government income: £2,667 — grants £2,667 (1); under 1% of the £464,295 total gross income on the same return
- Has a trading subsidiary
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/01/2025)
Trustees
- Dr Delma Joan Tomlinchair
- CHRISTOPHER CHARLES WEBB
- Gillian Mary Fleming
- Helen Margaret Dobson
- Matthew Seddon
- Professor Nicola Jane Milner
- Richard Charles Fernyhough Thompson
- Richard William Smith
- SUSAN LESLEY PALMER
- William Roger Woolley
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/01/2025 | £500k | £694k |
| 31/01/2024 | £754k | £568k |
| 31/01/2023 | £464k | £487k |
| 31/01/2022 | £369k | £376k |
| 31/01/2021 | £355k | £400k |
Common questions
Is YORK CIVIC TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net expenditure of £193,811 for the year, driven by increased charitable activity costs. However, the organization maintains a strong financial position with total net assets of £8,113,180 and free reserves of £1,212,202, which significantly exceed the trustees' policy target of £250,000. The trustees confirm that the charity has adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were audited by HPH.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 21/01/2026 | £45k | "Our Place - Acomb and Westfield" |
| The National Lottery Heritage Fund | 16/08/2022 | £250k | "York Trailblazers" |
| The National Lottery Community Fund | 16/05/2019 | £5k | Public engagement for transport in York |
| UK government | 01/04/2018 | £19k | ALB - Armed forces Covenant Fund Trust- Covenent Fund |
| The National Lottery Heritage Fund | 15/03/2017 | £100k | "Saving Grinling Gibbons' first masterpiece for York, Yorkshire and the Nation: The King David Panel" |
| The National Lottery Heritage Fund | 14/02/2006 | £21k | "York Mystery Plays and Georgian Ball" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| TWO RIDINGS COMMUNITY FOUNDATION | 4 | £124k |
| THE LANKELLYCHASE FOUNDATION | 2 | £394k |
| THE PATRICIA AND DONALD SHEPHERD CHARITABLE TRUST | 2 | £150k |
| THE SYLVIA AND COLIN SHEPHERD CHARITABLE TRUST | 2 | £53k |
| CONGREGATIONAL AND GENERAL CHARITABLE TRUST | 1 | £20k |
| THE THEATRES TRUST CHARITABLE FUND | 1 | £15k |
| THE COMPANY OF MERCHANT TAYLORS OF THE CITY OF YORK | 1 | £15k |
| CHURCH REVITALISATION TRUST | 1 | £14k |
Charities like this
- YORK CEMETERY TRUST
- YORK CONSERVATION TRUST LIMITED
- YORK TRAVELLERS TRUST
- YORK CITIZENS' THEATRE TRUST LIMITED
- YORK CENTRE FOR VOLUNTARY SERVICE
- YORK CITY CHURCH
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| YORK CIVIC TRUST | £500k | — | 0 | unclear | — | no doubt |
| YORK CEMETERY TRUST | £322k | — | 0 | unclear | — | no doubt |
| YORK CONSERVATION TRUST LIMITED | £4.4m | £70,001 - £80,000 | 1 | unclear | — | no doubt |
| YORK TRAVELLERS TRUST | £439k | — | 0 | within | — | no doubt |
| YORK CITIZENS' THEATRE TRUST LIMITED | £6.6m | — | — | below | — | no doubt |
| YORK CENTRE FOR VOLUNTARY SERVICE | £1.7m | more than £60,000 | 1 | unclear | — | no doubt |