What is the financial size of JOSEPH ROWNTREE FOUNDATION?

JOSEPH ROWNTREE FOUNDATION is classified as a major charity. In the latest financial year, they reported a total income of £35,057,000 and total expenditure of £57,115,000.

How does JOSEPH ROWNTREE FOUNDATION allocate its spending?

For every pound spent, approximately 95.8% goes directly to charitable activities. The remaining 4.2% is spent on raising funds and administration. This is lower than the median for similar-sized charities (97.2%).

What is the workforce structure of JOSEPH ROWNTREE FOUNDATION?

JOSEPH ROWNTREE FOUNDATION employs 628 staff members and is supported by 0 volunteers.

Does JOSEPH ROWNTREE FOUNDATION receive government funding?

To a small extent. Approximately 13.3% of their income comes from government grants or contracts.

Does JOSEPH ROWNTREE FOUNDATION pay its trustees?

No, the latest data indicates that trustees do not receive payments or personal benefits from the charity.

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JOSEPH ROWNTREE FOUNDATION

#1184957

Charitable company•Major•Registered

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

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.

Registered address

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

Latest HighlightsFY 2024

Income

All sources

£35,057,000

Expenditure

All activities

£57,115,000

Net Reserves

Unrestricted funds

£566,061

Total Assets

Gross assets

£663,714,000

Working Capital

Liquidity

£4,905,000

Benchmark Performance

Comparing against 1,903 similar major charities

Compare vs:

Reserve Runway

0.1 months

Median: 3.6 monthsBelow typical

Income Growth (1yr)

-2.6%

Median: 8.2%Below typical

Spending Efficiency

95.8%

Median: 97.2%Around typical

Income Concentration

77.3%

Median: 87.1%Around typical

Fundraising ROI

14.5x

Median: 27.3xAround typical

Income Volatility

9.9%

Median: 13.4%Around typical

Self-Generated Income

99.6%

Median: 92.1%Top quartile

3-Year Income CAGR

0.8%

Median: 8.7%Below typical

Efficiency & Health

Charitable Spending

95.8%

Fundraising Eff.

% income retained

14.5%

Governance Cost

% of expenditure

0.3%

Grant Making

% given away

17.7%

Debt Ratio

% of assets

14.7%

Survival Ratio

Months of reserves

0.1 months

Income Profile

Donations & Legacies

% of income

Government Reliance

% of income

13.3%

Largest Source

Primary income

Charitable Activities

Diversification

HHI: 7734

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

-2.6%↓

Income CAGR (3yr)

Compound growth

0.8%

Volatility

Stable

9.9%

Reserves Trend

Direction

Depleting

Governance

Employees

Staff count

628

Volunteers

Volunteer count

Volunteer Ratio

Per staff member

0:1

Revenue/Employee

Per head

£55,823

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

10.2%

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure

Income Sources

Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

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