Joseph Rowntree Foundation

YorkPrivate foundation / grantmaker EIN 98-0100375Revenue $8.2M in FY2021Latest filing we have: 2021. Newer ones may not be in our data yet. Filed since? Tell us.

On file with the IRSjrf.org.ukYork

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$452K paid to officers and key staff.
Pay: 990-PF Part VIII

Before you give

FY2021 · Form 990-PFIndependent: from IRS data, not the org
Download 990
Latest return
FY2021
latest Form 990-PF
The latest return is for FY2021, 5 tax years back.
IRS e-file · Filing history
Surplus or deficit
0 of 2
filings with a surplus
Average deficit $16.7M a year · 223% of revenue · last 2 filings
A surplus in 0 of the last 2 filings.
990-PF Pt I · 2 filings
Pay to officers and key staff
$452K
to officers and key staff · 2% of spending
Pay to officers and key staff is 2% of spending.
990-PF Part VIII
1.4 mo
of spending, in cash
1.4 months of spending in cash.
990-PF Pt II · Ln 1–2 · Pt I · Ln 26
Liabilities
$20.2M
5% of total assets
Liabilities are 5% of assets.
990-PF Pt II · Ln 23
Revenue
$8.2M
+19% vs prior year
Spent
$20.0M
Net assets
$402.4M
By yearFY2020–FY2021
Revenue
$8.2M
FY2021▲ +19%
Tap a bar for its year
Revenue by fiscal year
FY2020$6.8M
FY2021$8.2M
Expenses
$20.0M
FY2021▼ -30%
Tap a bar for its year
Expenses by fiscal year
FY2020$28.5M
FY2021$20.0M
Net assets
$402.4M
FY2021▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2020$392.8M
FY2021$402.4M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing we have: FY2021.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 38% · $7.7M Operating & administrative 62% · $12.3M

Form 990-PF Part I, lines 24–26. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

20 people listed on the 990-PF; $452K paid to officers and key staff (990-PF Part VIII).

990-PF Part VIII · reportable compensation
Chief Executive (pt-50%)
$102,042990-PF Pt VIII
Director of Insight and Policy (ft)
$70,495990-PF Pt VIII
Director of Finance (pt - 50%)
$66,412990-PF Pt VIII
Director of Corporate Services(pt-50%)
$66,412990-PF Pt VIII
Jrf Executive Director (ft)
$55,087990-PF Pt VIII
Director of Communication (pt 90%)
$46,222990-PF Pt VIII
Director of Emerging Future (ft)
$44,944990-PF Pt VIII
$0990-PF Pt VIII
See Joseph Rowntree Foundation executive salaries →

Programs and updates

Joseph Rowntree Foundation is a private foundation based in York, .

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 78 grants · $7.7M · 2021–2021
Joseph Rowntree Housing TrustFY2021$2,066,433
Heriot-Watt UniversityFY2021$674,362
Joseph Rowntree Housing TrustFY2021$584,169
JrfFY2021$436,074
Heriot-Watt UniversityFY2021$404,255
Institute for Fiscal StudiesFY2021$320,758
Blavatnik School of GovernmentFY2021$313,149
Barrow Cadbury TrustFY2021$204,732
Legatum InstituteFY2021$204,637
Poverty Truth NetworkFY2021$163,786
Fundng 6 Grassroots OrganisationsFY2021$136,488
Voice4change EnglandFY2021$125,501
Edge Hill UniversityFY2021$113,759
Individual RecipientFY2021$111,920
Faith in Community ScotlandFY2021$102,366
The Bevan FoundationPA · FY2021$102,366
Joseph Rowntree Housing TrustFY2021$90,084
Manchester Metropolitan UniversityFY2021$80,030
See all 78 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV3
Average grantPart XV$98K
Median grantPart XV$32K
Largest grantPart XV$2.1M
Top cause focusNTEEFoundations & Grantmakers (3%)

By the numbers

The FY2021 990-PF, line by line.

1The main four
Money in
$8.2M
Investment income$7.2M
Other income$958K
Money out
$20.0M
Grants paid$7.7M
Running costs$12.3M
Owns and owes
$402.4M
net assets
Cash and savings$2.3M
Total assets$422.7M
Liabilities$20.2M
People
20
listed
Paid7
2In more detail
Revenue in detail
Investment income$7.2M
Other income$958K
Total revenue$8.2M
Assets in detailEnd of year
Cash and savings together$2.3M
Total assets$422.7M
Liabilities$20.2M
Net assets$402.4M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2021 Latest ViewingFiled with the IRS Nov 14, 2022 $8.2M$20.0M−$11.8M$402.4M 990 PDF
FY2020Filed with the IRS Oct 17, 2022 $6.8M$28.5M−$21.6M$392.8M 990 PDF

Schedules filed Part IV

G · Fundraising L · Interested persons R · Related orgs

Form 990 e-file FY2021 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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