01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 19 August 2019
- Removed
- Not supplied
- Company number supplied
- 12132713
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £36,523,000
- Latest expenditure
- £79,151,000
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: JOSEPH ROWNTREE FOUNDATION, THE HOMESTEAD, 40 WATER END, YORK, YO30 6WP
Website recorded by the regulator: https://www.jrf.org.uk/ (displayed as text)
02 Activities
What the charity does
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.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 October 2026
- Date Annual Return Received
- 13 October 2026
- Date Accounts Received
- 13 October 2026
- Total Gross Income
- £36,523,000
- Total Gross Expenditure
- £79,151,000
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 October 2025
- Date Annual Return Received
- 30 October 2025
- Date Accounts Received
- 30 October 2025
- Total Gross Income
- £35,057,000
- Total Gross Expenditure
- £57,115,000
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 October 2024
- Date Annual Return Received
- 31 October 2024
- Date Accounts Received
- 31 October 2024
- Total Gross Income
- £35,981,000
- Total Gross Expenditure
- £49,179,000
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 October 2023
- Date Annual Return Received
- 31 October 2023
- Date Accounts Received
- 31 October 2023
- Total Gross Income
- £37,363,000
- Total Gross Expenditure
- £45,467,000
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 October 2022
- Date Annual Return Received
- 26 October 2022
- Date Accounts Received
- 26 October 2022
- Total Gross Income
- £34,225,000
- Total Gross Expenditure
- £45,207,000
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 13 October 2026
- Total Gross Income
- £36,523,000
- Total Gross Expenditure
- £79,151,000
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 41
- Count Govt Grants
- £4
- Income From Government Contracts
- 1512879
- Income From Government Grants
- £500,000
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 20
- Count Salary Band 70001 80000
- 12
- Count Salary Band 80001 90000
- 5
- Count Salary Band 90001 100000
- 2
- Count Salary Band 100001 110000
- 3
- Count Salary Band 110001 120000
- 5
- Count Salary Band 130001 140000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 30 October 2025
- Total Gross Income
- £35,057,000
- Total Gross Expenditure
- £57,115,000
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 49
- Count Govt Grants
- £4
- Income From Government Contracts
- 2043127
- Income From Government Grants
- £2,610,000
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 34
- Count Salary Band 70001 80000
- 12
- Count Salary Band 80001 90000
- 8
- Count Salary Band 90001 100000
- 4
- Count Salary Band 100001 110000
- 1
- Count Salary Band 110001 120000
- 1
- Count Salary Band 120001 130000
- 1
- Count Salary Band 130001 140000
- 2
- Count Salary Band 150001 200000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 31 October 2024
- Total Gross Income
- £35,981,000
- Total Gross Expenditure
- £49,179,000
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 36
- Count Govt Grants
- £4
- Income From Government Contracts
- 1842000
- Income From Government Grants
- £26,000
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 27
- Count Salary Band 70001 80000
- 11
- Count Salary Band 80001 90000
- 2
- Count Salary Band 90001 100000
- 1
- Count Salary Band 100001 110000
- 4
- Count Salary Band 150001 200000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Due Date
- 31 October 2023
- Ar Received Date
- 31 October 2023
- Total Gross Income
- £37,363,000
- Total Gross Expenditure
- £45,467,000
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 39
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £17
- Income From Government Contracts
- 2025000
- Income From Government Grants
- £293,000
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 6
- Count Salary Band 70001 80000
- 12
- Count Salary Band 80001 90000
- 0
- Count Salary Band 90001 100000
- 1
- Count Salary Band 100001 110000
- 5
- Count Salary Band 150001 200000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Due Date
- 31 October 2022
- Ar Received Date
- 26 October 2022
- Total Gross Income
- £34,225,000
- Total Gross Expenditure
- £45,207,000
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 38
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £9
- Income From Government Contracts
- 3790761
- Income From Government Grants
- £628,293
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 10
- Count Salary Band 70001 80000
- 5
- Count Salary Band 80001 90000
- 1
- Count Salary Band 100001 110000
- 3
- Count Salary Band 150001 200000
- 1
- Count Volunteers
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 13 October 2026
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 32273000
- Income Investments
- 4238000
- Income Other
- 12000
- Income Total Income And Endowments
- 36523000
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,874,000
- Expenditure Charitable Expenditure
- £77,277,000
- Expenditure Other
- 0
- Expenditure Total
- 79151000
- Expenditure Investment Management
- 1874000
- Expenditure Grants Institution
- 28277000
- Expenditure Governance
- 15104000
- Expenditure Support Costs
- 15104000
- Expenditure Depreciation
- 48372000
- Gain Loss Investment
- 31137000
- Gain Loss Pension Fund
- 319000
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £402,800,000
- Assets Total Fixed
- 653154000
- Assets Own Use
- 249704000
- Assets Long Term Investment
- 403450000
- Defined Benefit Pension Scheme
- -4425000
- Assets Other Assets
- £10,694,000
- Assets Total Liabilities
- £104,534,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £554,889,000
- Creditors One Year Total Current
- 18303000
- Creditors Falling Due After One Year
- 86231000
- Assets Cash
- £6,413,000
- Funds Endowment
- 0
- Funds Unrestricted
- 457955000
- Funds Restricted
- 96934000
- Funds Total
- 554889000
- Count Employees
- 597
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 30 October 2025
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 30095000
- Income Investments
- 4807000
- Income Other
- 155000
- Income Total Income And Endowments
- 35057000
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £2,411,000
- Expenditure Charitable Expenditure
- £54,704,000
- Expenditure Other
- 0
- Expenditure Total
- 57115000
- Expenditure Investment Management
- 2411000
- Expenditure Grants Institution
- 9670000
- Expenditure Governance
- 172000
- Expenditure Support Costs
- 13867000
- Expenditure Depreciation
- 4090000
- Gain Loss Investment
- 40135000
- Gain Loss Pension Fund
- 568000
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £566,061
- Assets Total Fixed
- 647450000
- Assets Own Use
- 233192000
- Assets Long Term Investment
- 414258000
- Defined Benefit Pension Scheme
- -6280000
- Assets Other Assets
- £22,544,000
- Assets Total Liabilities
- £97,653,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £566,061,000
- Creditors One Year Total Current
- 11683000
- Creditors Falling Due After One Year
- 85970000
- Assets Cash
- £16,588,000
- Funds Endowment
- 0
- Funds Unrestricted
- 467750000
- Funds Restricted
- 98311000
- Funds Total
- 566061000
- Count Employees
- 628
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 31 October 2024
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 24644000
- Income Investments
- 11323000
- Income Other
- 14000
- Income Total Income And Endowments
- 35981000
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £2,468,000
- Expenditure Charitable Expenditure
- £46,711,000
- Expenditure Other
- 0
- Expenditure Total
- 49179000
- Expenditure Investment Management
- 2468000
- Expenditure Grants Institution
- 9400000
- Expenditure Governance
- 170000
- Expenditure Support Costs
- 12903000
- Expenditure Depreciation
- 3718000
- Gain Loss Investment
- 27592000
- Gain Loss Pension Fund
- -455000
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £547,416,000
- Assets Total Fixed
- 641424000
- Assets Own Use
- 217955000
- Assets Long Term Investment
- 423469000
- Defined Benefit Pension Scheme
- -8374000
- Assets Other Assets
- £10,344,000
- Assets Total Liabilities
- £95,978,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £547,416,000
- Creditors One Year Total Current
- 12130000
- Creditors Falling Due After One Year
- 83848000
- Assets Cash
- £5,339,000
- Funds Endowment
- 0
- Funds Unrestricted
- 448318000
- Funds Restricted
- 99098000
- Funds Total
- 547416000
- Count Employees
- 605
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Due Date
- 31 October 2023
- Ar Received Date
- 31 October 2023
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 25544000
- Income Investments
- 11699000
- Income Other
- 120000
- Income Total Income And Endowments
- 37363000
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,552,000
- Expenditure Charitable Expenditure
- £43,915,000
- Expenditure Other
- 0
- Expenditure Total
- 45467000
- Expenditure Investment Management
- 1552000
- Expenditure Grants Institution
- 5191000
- Expenditure Governance
- 164000
- Expenditure Support Costs
- 11551000
- Expenditure Depreciation
- 3609000
- Gain Loss Investment
- -53154000
- Gain Loss Pension Fund
- -1782000
- Gain Loss Revaluation Fixed Investment
- -1048000
- Gain Loss Other
- 0
- Reserves
- £533,477,000
- Assets Total Fixed
- 633190000
- Assets Own Use
- 195479000
- Assets Long Term Investment
- 437711000
- Defined Benefit Pension Scheme
- -9285000
- Assets Other Assets
- £11,290,000
- Assets Total Liabilities
- £101,718,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £533,477,000
- Creditors One Year Total Current
- 10949000
- Creditors Falling Due After One Year
- 90769000
- Assets Cash
- £6,480,000
- Funds Endowment
- 0
- Funds Unrestricted
- 434839000
- Funds Restricted
- 98638000
- Funds Total
- 533477000
- Count Employees
- 622
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Due Date
- 31 October 2022
- Ar Received Date
- 26 October 2022
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 28011000
- Income Investments
- 6211000
- Income Other
- 3000
- Income Total Income And Endowments
- 34225000
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £5,422,000
- Expenditure Charitable Expenditure
- £39,785,000
- Expenditure Other
- 0
- Expenditure Total
- 45207000
- Expenditure Investment Management
- 5422000
- Expenditure Grants Institution
- 3656000
- Expenditure Governance
- 149000
- Expenditure Support Costs
- 10258000
- Expenditure Depreciation
- 3593000
- Gain Loss Investment
- 60480000
- Gain Loss Pension Fund
- 4569000
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £596,517,000
- Assets Total Fixed
- 706565000
- Assets Own Use
- 196891000
- Assets Long Term Investment
- 509674000
- Defined Benefit Pension Scheme
- -9037000
- Assets Other Assets
- £10,858,000
- Assets Total Liabilities
- £111,869,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £596,517,000
- Creditors One Year Total Current
- 9815000
- Creditors Falling Due After One Year
- 102054000
- Assets Cash
- £6,336,000
- Funds Endowment
- 0
- Funds Unrestricted
- 496879000
- Funds Restricted
- 99638000
- Funds Total
- 596517000
- Count Employees
- 737
- Consolidated Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Country
- Geographic Area Description
- Northern Ireland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Scotland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 303
- Classification Type
- How
- Classification Description
- Provides Other Finance
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 308
- Classification Type
- How
- Classification Description
- Sponsors Or Undertakes Research
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 116
- Classification Type
- What
- Classification Description
- Recreation
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
08 Official extract
Charity Event History
- Charity Name
- JOSEPH ROWNTREE FOUNDATION
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2019-08-19T00:00:00
- Charity Name
- JOSEPH ROWNTREE FOUNDATION
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2020-03-27T00:00:00
- Assoc Organisation Number
- 210169
- Assoc Registered Charity Number
- 210169
- Assoc Charity Name
- THE JOSEPH ROWNTREE FOUNDATION
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 31 JUL 2019 as amended on 08 Oct 2019 as amended on 22 Mar 2022
- Charitable Objects
- 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.
10 Official extract
Charity Policy
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Risk management
- Policy Name
- Conflicting interests
- Policy Name
- Investment
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Campaigns and political activity policy and procedures