Finance Score: -1
Governance Score: 3
Support Score: 0
  • Volatile income
  • spending growth: -1
  • Dynamic board: +3
  • No supporters identified
Overall GiG Score: 2 ?

THE JOSEPH ROWNTREE CHARITABLE TRUST 

This is a grant making charity, you can view its grants here
We are a grant-making Quaker trust which supports people who address the root causes of conflict and injustice.
Analysis by Giving is Great

Positives:

  • This charity has an endowment fund which generates most of its income
  • The Board appears to be dynamic in terms of composition

Financial issues to consider:

  • Income has been volatile recently but spending has been maintained

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/12/22£1,051£17,111£-16,060£0£268,545£0n/a220
31/12/21£1,875£15,683£-13,807£0£348,662£0n/a210
31/12/20£1,625£19,958£-18,333£0£296,337£0n/a170
31/12/19£292£15,705£-15,413n/an/an/an/an/a0
31/12/18£331£11,121£-10,790£0£0£0n/a00
31/12/17£584£12,666£-12,082£0£245,682£245,682232.8140
31/12/16£1,764£8,681£-6,917£0£220,594£222,724307.9140
31/12/15£2,348£8,714£-6,366£70£193,374£193,374266.3100
31/12/14£2,127£6,781£-4,654£67£185,853£0n/a100
31/12/13£4,917£8,635£-3,718£75£177,282£177,282246.4100
31/12/12£5,465£7,765£-2,300£77£157,919£157,919244100
31/12/11£5,225£6,754£-1,529£67£145,672£145,672258.8100
31/12/10£4,375£7,299£-2,924£64£166,196£166,196273.2100
31/12/09£5,015£6,510£-1,495£58£150,691£150,691277.8100
31/12/08£5,745£7,329£-1,584£52£116,997£116,997191.6100
31/12/07£5,005£5,898£-893£70£191,136£191,136388.9100
31/12/06£4,826£7,687£-2,861£0£0£0n/a00
31/12/05£4,591£6,013£-1,422£0£0£0n/a00
31/12/04£4,060£5,442£-1,382£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 7%
Liabilities/Income: 1790%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: 6 months
Quick Ratio: 1.6
Asset Split ?
Established: 61 years

www.jrct.org.uk

enquiries@jrct.org.uk

01904627810

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Environment/Conservation/Heritage
  • General Charitable Purposes
  • Human Rights/Religious Or Racial Harmony/Equality Or Diversity
  • Other Charitable Purposes
  • Religious Activities
GiG Classification
  • Grant-making foundations
How it operates
  • Makes Grants to Individuals
  • Makes Grants to Organisations
Where it operates
  • Belgium, Czech Republic, France, Germany, Netherlands, Northern Ireland, Scotland, Switzerland, Throughout England And Wales, United States,
Who it helps
  • The General Public/Mankind
Who works here?
  • 22 employees

Who's supporting them? ?

Donations from Grant Makers ?

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

Specific Donations
Amount When
Months
To be used for
Esmee Fairbairn - Grant to Joseph Rowntree Charitable Trust
£300,000 05/07/2012
Towards the West Yorkshire Racial Justice programme.
Esmee Fairbairn - Grant to Joseph Rowntree Charitable Trust
£15,000 26/11/2008
12
Towards Project costs Towards further development of the UK Participatory Assembly to build greater democratic engagement across Europe.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed

Legal constitution
  • Charity registered in England & Wales on 12/02/1963, number: 210037
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
Filing Record
19 returns made; all on time
Main office

JOSEPH ROWNTREE CHARITABLE TRUST
THE GARDEN HOUSE
WATER END
YORK
YO30 6WQ

Objectives

THE INCOME TO BE APPLIED FOR SUCH CHARITABLE PURPOSES OR OBJECTS AND IN SUCH MANNER AS THE TRUSTEES SHALL IN THEIR UNCONTROLLED DISCRETION THINK FIT

Defined Area of Benefit:

NATIONAL

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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