YORK STEINER SCHOOL LIMITED
The main objective of the charity is to provide education based on the principles of Waldorf Education.The charity runs the York Steiner School for pupils aged 3 - 16 yrs old. It also runs Parent & Child groups and offers adult education.
Objects
2. Objects The Charity's objects (Objects) are for the benefit of the public generally in the United Kingdom and, in particular, the inhabitants of York, North Yorkshire and its surrounding areas:2.1 to advance the education of the public, in particular but without prejudice to the generality of the foregoing by:2.1.1 establishing, maintaining, carrying on, managing and developing:2.1.1.1 a charitable play or nursery school or schools;2.1.1.2 a school or college or schools or colleges to provide for all phases of education; and2.1.1.3 facilities for adult and community education;in or near the City of York in accordance with the educational principles of the Steiner Waldorf Schools Fellowship and such other principles as the Trustees shall from time to time determine;2.1.2 promoting and assisting with the training of teachers in accordance with the principles referred to in Article 2.1.1;2.1.3 providing transport in order to assist pupils’ attendance at the establishments referred to in Article 2.1.1;2.2 for the general purposes of such charitable bodies or for such other exclusively charitable purposes in each case as the Trustees may from time to time decide (provided that the Charity exists only for purposes which are both charitable and educational and nothing shall be an object of the Charity which is not both a charitable and educational object).
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net surplus of £37,715 for the year ended 31 August 2025, with total unrestricted reserves of £420,053. The trustees' report confirms that the formal reserves policy targets two months of average operating costs, a target which the charity has maintained. The independent auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.
What the accounts disclose
“the reserves policy which the YSS Operating Reserves fund, continued to target two months of average operating costs and this has been put in place and maintained.”
“£194 fundraising and marketing expenses were reimbursed to 3 members of the Board of Trustees during the year (2024 - £668).” — page 32
Inspection and regulatory ratings
- Ofsted — York Steiner School: Requires improvement
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- 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 31/08/2025
- Volunteers: 58
- Government income: £94,782 — contracts £79,620 (1), grants £15,162 (1); 6% of the £1,503,444 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/08/2024
- Volunteers: 51
- Government income: £73,927 — contracts £73,927 (1); 5% of the £1,404,112 total gross income on the same return
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
Self-declared on the annual return for the financial year ending 31/08/2023
- Volunteers: 30
- Government income: £64,192 — contracts £60,833 (1), grants £3,359 (1); 6% of the £1,153,252 total gross income on the same return
Leadership, per the charity’s website
- Tracey Lucas — Headteacher
- Dr Simone Doctors — Chair of Trustees
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/08/2025)
Trustees
- Aissa Gallie
- Alison Elizabeth Longridge
- Liam Clegg
- Lyndon James Nicholson
- Simone Doctors
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £1.5m | £1.5m |
| 31/08/2024 | £1.4m | £1.4m |
| 31/08/2023 | £1.2m | £1.2m |
| 31/08/2022 | £1.0m | £964k |
| 31/08/2021 | £867k | £1.0m |
Common questions
Is YORK STEINER SCHOOL LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net surplus of £37,715 for the year ended 31 August 2025, with total unrestricted reserves of £420,053. The trustees' report confirms that the formal reserves policy targets two months of average operating costs, a target which the charity has maintained. The independent auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2025 accounts were audited by HPH.
Who funds YORK STEINER SCHOOL LIMITED?
Funders whose own accounts filings name YORK STEINER SCHOOL LIMITED as a grant recipient include MONDAY CHARITABLE TRUST, HERMES TRUST, THE BLYTH WATSON CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| MONDAY CHARITABLE TRUST | FY2025 | £20k | Discretionary Grants |
| HERMES TRUST | FY2021 | £5k | |
| THE BLYTH WATSON CHARITABLE TRUST | FY2025 | £1k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| City of York Council | — | £30 | Ward Committee Grant |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE NINEVEH CHARITABLE TRUST | 1 | £2k |
| THE OAKDALE TRUST | 1 | £2k |
Charities like this
- THE ST MICHAEL STEINER SCHOOL LTD
- WILLOW TREE STEINER SCHOOL LTD
- NANT-Y-CWM STEINER SCHOOL LIMITED
- St Paul's Waldorf School
- KEYSTONE EDUCATION TRUST
- EXETER SCHOOL
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| YORK STEINER SCHOOL LIMITED | £1.5m | — | 0 | unclear | — | no doubt |
| THE ST MICHAEL STEINER SCHOOL LTD | £1.4m | — | 0 | below | — | no doubt |
| WILLOW TREE STEINER SCHOOL LTD | £121k | — | 0 | unclear | — | no doubt |
| NANT-Y-CWM STEINER SCHOOL LIMITED | £409k | — | 0 | below | — | no doubt |
| St Paul's Waldorf School | £2.3m | — | 0 | unclear | — | no doubt |
| KEYSTONE EDUCATION TRUST | £107k | — | 0 | unclear | — | no doubt |