Finance Score: -2

Governance Score: 6

Support Score: 3

Poor Liquidity: -1
Good Reserves: +1Pension deficit: -1
Deficit latest year: -2
Good reserves: +1

Good trustee age range: +3
Dynamic board: +3

Overall weighted support: +3

Overall GiG Score: 7

JOSEPH ROWNTREE FOUNDATION

JRF is an independent social change organisation working to solve UK poverty. It aims to inspire action andchange that will create a prosperous UK without poverty and it principally does this by undertakingresearch, producing or inputting into policy on poverty, collaborating with others working to the samepurpose and otherwise providing practical solutions.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but very substantial unrestricted reserves are available
There is a pension deficit of £8,374,000
Income was significantly lower than spending in the latest year but the charity has substantial reserves available

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/12/23		£35,981	£49,179	£-13,198	£0	£547,416	£448,318	109.4	605
31/12/22		£37,363	£45,467	£-8,104	£0	£533,477	£434,839	114.8	622
31/12/21		£34,225	£45,207	£-10,982	£0	£596,517	£496,879	131.9	737
31/12/20	*	£29,241	£42,536	£-13,295	£0	£542,450	£445,323	125.6	713

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Financial Ratios

Fundraising Costs/Relevant Income: 10%
Fundraising Costs/Total Spending: 5%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 15%
Liabilities/Income: 267%
Unrestricted Funds/Total Funds: 82%
Reserves/Spending: 109.4 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.4

Asset Split ?

Balance Sheet History

Established: 5 years

https://www.jrf.org.uk/

christine.frame@jrf.org.uk

01904629241

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
Recreation
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides other finance
Provides services
Sponsors or undertakes research

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Lankelly Chase Foundation - Grant to Joseph Rowntree Foundation
£100,000	18/02/2021	Joseph Rowntree Foundation
Lankelly Chase Foundation - Grant to Joseph Rowntree Foundation
£60,000	18/02/2021	Joseph Rowntree Foundation

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Age Range of Trustees: 36-75

ANITA BHATIA Appointed: 2022, Occupation: Investment Director

CAROL TANNAHILL PROF (Chair) Appointed: 2019, Occupation: Health Partnership Director

DEBORAH CADMAN OBE Appointed: 2019, Occupation: Chief Executive

DAVID LUNTS Appointed: 2019, Occupation: Executive Director

DR SAPHIE ASHTIANY Appointed: 2019, Occupation: Retired

HILARY COTTAM Appointed: 2021, Occupation: Author

KENECHUKWU IFEANYI UMEASIEGBU Appointed: 2021, Occupation: Director

LESLEY GILLIAN RUSSELL Appointed: 2021, Occupation: Accountant

PAUL JENKINS Appointed: 2019, Occupation: Nhs Manager

PROFESSOR JOANNA KATE SWAFFIELD Appointed: 2021, Occupation: Academic

TERRIE ELIZABETH ALAFAT CBE Appointed: 2024

ZEINAB FARAH ELAHI Appointed: 2021, Occupation: Public Servant

Legal constitution

Charitable company registered in England & Wales on 19/08/2019, number: 1184957
Registered at Companies House on 31/07/2019, number: 12132713

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

4 returns made; AR20: 1 days late,

Recent reorganisation events:

Asset transfer in from THE JOSEPH ROWNTREE FOUNDATION on 27/03/2020

Main office

JOSEPH ROWNTREE FOUNDATION
THE HOMESTEAD
40 WATER END
YORK
YO30 6WP

Objectives

1.1 TO PREVENT AND TO RELIEVE POVERTY AND OTHER NECESSITOUS CIRCUMSTANCES1.2 TO RELIEVE THOSE IN NEED BECAUSE OF YOUTH, AGE, ILL-HEALTH (WHETHER MENTAL OR PHYSICAL), DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE1.3 TO UNDERTAKE AND CARRY ON SUCH ACTIVITIES AS ARE CALCULATED TO AMELIORATE UNSATISFACTORY LIVING CONDITIONS, SOCIAL UNREST OR DISHARMONY AMONGST THE PUBLIC 1.4 TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION IN THE INTERESTS OF SOCIAL WELFARE FOR THE PUBLIC AT LARGE.NOTHING IN THESE ARTICLES SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE CHARITY FOR PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005 AND/OR SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008.

Data Sources

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