JOSEPH ROWNTREE FOUNDATION
Financial health, per its FY2024 accounts
The accounts state that the charity holds significant unrestricted capital reserves of £418.8 million, which remain 1% ahead of its internal target. The trustees confirm that the group has adequate resources to continue operating without disruption for at least two years, supported by a highly liquid investment portfolio and no debt at the parent level.
What the accounts disclose
“The emoluments of the highest paid director, the Group Chief Executive, excluding pension contributions were £162,000” — page 87
“JRF’s financial objectives are: * to maintain the level of expenditure on achieving its mission and outcomes * to ensure that the value of JRF capital is maintained in real terms over the long term.”
“The overall impact of these changes resulted in a decrease of the pension liability from £8.4 million to £6.3 million.”
“Clifton Estate Limited (CEL) is a private company limited by share capital, registered under the Companies Act 2006 and incorporated in England. Its registered office is The Homestead, 40 Water End, York, YO30 6WP. JRF owns 100% of the share capital of CEL.” — page 74
Year-over-year changes
- Top pay band moved from £150,001 - £160,000 (FY2023) to £160,001 - £170,000 (FY2024).
Leadership, per the charity’s website
- Julian Hartley — Group Chief Executive
- Sophia Parker — Director of Emerging Futures
- Tracey Preece — Director of Finance
- Frank Soodeen — Director of Communications and Public Engagement
- Alfie Stirling — Director of Insight and Policy
- Hannah Watson — Director of People
Structured financials (annual return, FY ending 31/12/2024)
Register events
- Received assets from another charity (27/03/2020)
Trustees
- Carol Tannahill Profchair
- Amir Rizwan
- David Lunts
- Hilary Cottam
- JEREMY CHARLES DOUGLAS TOWNSEND
- Jabeer Karim Butt
- Kenechukwu Ifeanyi Umeasiegbu
- Lesley Gillian Russell
- Matthew John Horne
- Nassali Dorothy Douglas
- Professor Joanna Kate Swaffield
- Terrie Elizabeth Alafat CBE
- Zeinab Farah Elahi
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £35.1m | £57.1m |
| 31/12/2023 | £36.0m | £49.2m |
| 31/12/2022 | £37.4m | £45.5m |
| 31/12/2021 | £34.2m | £45.2m |
| 31/12/2020 | £29.2m | £42.5m |
Common questions
Is JOSEPH ROWNTREE FOUNDATION financially healthy?
The accounts state that the charity holds significant unrestricted capital reserves of £418.8 million, which remain 1% ahead of its internal target. The trustees confirm that the group has adequate resources to continue operating without disruption for at least two years, supported by a highly liquid investment portfolio and no debt at the parent level. Its FY2024 accounts were audited by Grant Thornton UK LLP.
What does the highest-paid employee of JOSEPH ROWNTREE FOUNDATION earn?
Per its FY2024 accounts, the highest-paid employee was in the £160,001 - £170,000 band.
Who funds JOSEPH ROWNTREE FOUNDATION?
Funders whose own accounts filings name JOSEPH ROWNTREE FOUNDATION as a grant recipient include THE LANKELLYCHASE FOUNDATION, THE HOUSING ASSOCIATIONS' CHARITABLE TRUST.
Known funders
| Funder | Year | Amount |
|---|---|---|
| THE LANKELLYCHASE FOUNDATION | FY2025 | £20k |
| THE LANKELLYCHASE FOUNDATION | FY2025 | £15k |
| THE HOUSING ASSOCIATIONS' CHARITABLE TRUST | FY2025 | £4k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE MURIEL AND GERSHON COREN CHARITABLE FOUNDATION | 1 | £1.6m |
| THE KASNER CHARITABLE TRUST | 1 | £380k |
| THE UKI CHARITABLE FOUNDATION | 1 | £359k |
| JNF CHARITABLE TRUST | 1 | £98k |
| DONATING CHARITY LIMITED | 1 | £88k |
| THE DYNA AND FALA WEINSTOCK CHARITABLE TRUST | 1 | £68k |
| Rights and Security International | 1 | £67k |
| TZEDOKOH VECHESED LIMITED | 1 | £45k |