THE ROWNTREE SOCIETY
The advancement of the education of the general public and inhabitants of and visitors to York in the contribution of the Rowntree Family and in particular Joseph & Seebohm Rowntree in their philanthropic work to York, the surrounding area and society in general by providing guided tours, publishing literature and by any other means which the Trustees think fit which are charitable at law.
Objects
THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN GENERAL AND THE INHABITANTS OF AND VISITORS TO YORK IN PARTICULAR IN THE CONTRIBUTION OF THE ROWNTREE FAMILY GENERALLY AND IN PARTICULAR JOSEPH AND SEEBOHM ROWNTREE IN THEIR PHILANTHROPIC WORK TO YORK THE SURROUNDING AREA AND SOCIETY IN GENERAL BY THE PROVISION OF GUIDED TOURS THE PUBLICATION OF LITERATURE AND BY ANY OTHER MEANS WHICH THE TRUSTEES THINK FIT WHICH ARE CHARITABLE AT LAW
Financial health, per its FY2025 accounts
The accounts state that total reserves increased to £343,046, with unrestricted general funds at £42,912. The charity reports a net movement in funds of £5,371 for the year, supported by core grants from the Joseph Rowntree Trusts. The Trustees confirm that adequate financial resources are available for the foreseeable future.
What the accounts disclose
“Members have determined the level needed to ensure that the Society could continue to operate for a minimum period of three months” — page 9
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Safeguarding policy and procedures
- 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 31/12/2025
- Volunteers: 3
Self-declared on the annual return for the financial year ending 31/12/2023
- Volunteers: 3
Self-declared on the annual return for the financial year ending 31/12/2022
- Volunteers: 2
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/12/2023 (received 06/11/2024, 6 days after the 31/10/2024 due date).
Corporate structure
- Registered company of the charity Companies House 05217103
Funders the charity credits
- Joseph Rowntree Foundation
- Joseph Rowntree Charitable Trust
- Joseph Rowntree Reform Trust
Company officers (Companies House)
- RHODES, Eleanor Mary Jane on trustee list
- GRANT, Maureen Andrea on trustee list
- GRAY, Jessica Louise on trustee list
- WALKER, Tina Caroline on trustee list
- JAGGER, David Richard on trustee list
- GRIERSON, Elizabeth Stewart on trustee list
- PITTAM, Stephen Edward on trustee list
Register events
- Received assets from another charity (02/04/2024)
Trustees
- ELIZABETH STEWART GRIERSONchair
- Eleanor Rhodes
- Jessica Louise Gray
- Maureen Andrea Grant
- Richard Jagger
- Stephen Edward Pittam
- Tina Caroline Walker
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £219k | £83k |
| 31/12/2024 | £9k | £61k |
| 31/12/2023 | £12k | £61k |
| 31/12/2022 | £230k | £70k |
| 31/08/2021 | £419 | £43k |
Common questions
Is THE ROWNTREE SOCIETY financially healthy?
Per its FY2025 accounts: The accounts state that total reserves increased to £343,046, with unrestricted general funds at £42,912. The charity reports a net movement in funds of £5,371 for the year, supported by core grants from the Joseph Rowntree Trusts. The Trustees confirm that adequate financial resources are available for the foreseeable future. Its FY2025 accounts were independently examined.
Who funds THE ROWNTREE SOCIETY?
Funders whose own accounts filings name THE ROWNTREE SOCIETY as a grant recipient include JOSEPH ROWNTREE FOUNDATION, THE JOSEPH ROWNTREE CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| JOSEPH ROWNTREE FOUNDATION | FY2022 | £135k | Rowntree Society |
| THE JOSEPH ROWNTREE CHARITABLE TRUST | FY2022 | £75k | Core costs |
| THE JOSEPH ROWNTREE CHARITABLE TRUST | FY2025 | £71k | Core costs |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 14/01/2015 | £8k | "The purchase of a book collection of Seebohm Rowntree's writings for a travelling national exhibition" |
| The National Lottery Heritage Fund | 22/03/2013 | £59k | "York Remembers Rowntree" |
| The National Lottery Heritage Fund | 23/06/2006 | £5k | "This Registered Charity Aims To Educate The Inhabitants And Visitors Of York About The Contribution That The Rowntree Family Made To The Are" |
| The National Lottery Community Fund | 23/06/2006 | £5k | The Rowntree Society |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| UNITED TALMUDICAL ASSOCIATES LTD | 1 | £91k |
| Rights and Security International | 1 | £67k |
| THE CENTRE FOR AFRICAN ENTREPRENEURSHIP | 1 | £59k |
| BAIS KOLSHIN | 1 | £52k |
| ZOREYA TZEDOKOS | 1 | £37k |
| KAHAL CHASSIDIM BOBOV | 1 | £33k |
| KEHAL YISROEL D'CHASIDEI GUR | 1 | £22k |
| THE BENZI DUNNER SCHOOLS TRUST | 1 | £21k |
Charities like this
- JOSEPH ROWNTREE SCHOOL FUND
- THE JOSEPH ROWNTREE THEATRE LIMITED
- THE JOSEPH ROWNTREE CHARITABLE TRUST
- YORK CIVIC TRUST
- THE MOSSLEY OLD SCHOOL TRUST
- THE HISTORIC TOWNS TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ROWNTREE SOCIETY | £219k | — | 0 | unclear | — | no doubt |
| JOSEPH ROWNTREE SCHOOL FUND | £84k | — | 0 | unclear | — | no doubt |
| THE JOSEPH ROWNTREE THEATRE LIMITED | £332k | — | 0 | unclear | — | no doubt |
| THE JOSEPH ROWNTREE CHARITABLE TRUST | £2.7m | — | — | above | — | no doubt |
| YORK CIVIC TRUST | £500k | — | 0 | unclear | — | no doubt |
| THE MOSSLEY OLD SCHOOL TRUST | £35k | — | 0 | unclear | — | no doubt |