THE YORK MERCHANT ADVENTURERS 1988 CHARITABLE TRUST
Advancement of education generally with particular emphasis on support and promotion of Enterprise Education in schools.Other charitable purposes as determined by the Court of Assistants
Objects
1) THE ADVANCEMENT OF EDUCATION GENERALLY IN THE UNITED KINGDOM AND NORTHERN IRELAND AND MORE PARTICULARLY ADVANCING EDUCATION IN THE STUDY OF COMMERCIAL AND INDUSTRIAL ORGANISATIONS AND ACTIVITIES; AND 2) FOR SUCH OTHER CHARITABLE PURPOSES AS THE COURT OF ASSISTANTS MAY FROM TIME TO TIME DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that the charity generated a surplus of £4,509 for the year, with total income of £95,217 and total expenditure of £94,099. Free reserves stand at £248,786, which is significantly above the stated minimum reserve policy of £50,000. The trustees confirm adequate resources for going concern with no material uncertainties identified.
What the accounts disclose
“A minimum figure of £50,000 has been set on the reserve.” — page 6
“During the year an administration charge of £3,000 (2024: £2,000) and a wages charge of £24,556 (2024: £23,249) was paid to the 1944 Charitable Trust. The 1944 Charitable Trust is also under the control of The Company of Merchant Adventurers of the City of York.” — page 21
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
Trustees
- COMPANY OF MERCHANT ADVENTURERS OF THE CITY OF YORK
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £96k | £94k |
| 31/12/2024 | £98k | £64k |
| 31/12/2023 | £60k | £61k |
| 31/12/2022 | £44k | £36k |
| 31/12/2021 | £32k | £9k |
Common questions
Is THE YORK MERCHANT ADVENTURERS 1988 CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a surplus of £4,509 for the year, with total income of £95,217 and total expenditure of £94,099. Free reserves stand at £248,786, which is significantly above the stated minimum reserve policy of £50,000. The trustees confirm adequate resources for going concern with no material uncertainties identified. Its FY2025 accounts were independently examined.