Joseph Rowntree Foundation
- Assets
- $422.7m
- Revenue
- $8.2m
- Investments
- $393.5m
- Employees
- 0
- Location
- Founding
- 12/1989
- Data as of
- 12/2021
- EIN
- 98-0100375
Organization Overview
Joseph Rowntree Foundation is located in null. The organization was established in 1989. According to its NTEE Classification (T21) the organization is classified as: Corporate Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Joseph Rowntree Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Joseph Rowntree Foundation generated $8.2m in total revenue. The organization has seen a slow decline revenue. Over the past 3 years, revenues have fallen by an average of (0.4%) each year. All expenses for the organization totaled $20.0m during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (7.0%) per year over the past 3 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Joseph Rowntree Foundation has awarded 180 individual grants totaling $15,587,503. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Paul Kissack Chief Executive (pt-50%) | 20 | $102,042 | |
Husna Mortuza Deputy Director Advo | 40 | $94,935 | |
Peter Matejic Head Of Evidence | 40 | $89,868 | |
Christopher Birt Associate Director S | 40 | $88,042 | |
Denise Holle Head Of Social Inves | 40 | $83,091 | |
Daisy Sands Head Of Campaigns An | 40 | $79,526 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Generation Investment Management Limited | 12/30/21 | $4,955,104 |
Comgest Growth Plc | 12/30/21 | $402,226 |
Wellington Management International Limited | 12/30/21 | $503,993 |
Ruffer Llp | 12/30/21 | $704,710 |
Schroder Investment Management Limited | 12/30/21 | $174,336 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $7,206,120 |
| Net Rental Income | $581,575 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $375,995 |
| Total Revenue | $8,163,690 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $496,455 |
| Other employee salaries and wages | $6,646,097 |
| Pension plans, employee benefits | -$5,798,168 |
| Interest | $309,723 |
| Taxes | $0 |
| Depreciation | $181,461 |
| Occupancy | $295,172 |
| Travel, conferences, and meetings | $59,510 |
| Printing and publications | $12,208 |
| Other expenses | $1,526,384 |
| Total operating and administrative expenses | $12,311,808 |
| Contributions, gifts, grants paid | $7,660,560 |
| Total expenses and disbursements | $19,972,368 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,316,833 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $365,175 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $451,735 |
| Net Investments - land, buildings, equipment | $22,254,035 |
| Investments—mortgage loans | $151,480 |
| Investments—other | $53,238,187 |
| Net Land, buildings, and equipment | $3,772,123 |
| Other assets | $0 |
| Total assets | $422,657,604 |
| Accounts payable and accrued expenses | $3,193,253 |
| Grants payable | $4,832,483 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $12,222,543 |
| Total liabilities | $20,248,279 |
Grants Awarded
Over the last fiscal year, Joseph Rowntree Foundation has awarded $7,660,560 in support to 78 organizations.
| Grant Recipient | Amount |
|---|---|
JOSEPH ROWNTREE HOUSING TRUST PURPOSE: REVENUE GRANT | $2,066,433 |
HERIOT-WATT UNIVERSITY PURPOSE: DESTITUTION IN THE UK RESEARCH PROJECT (2022 - 2023) | $674,362 |
JOSEPH ROWNTREE HOUSING TRUST PURPOSE: HERITAGE GRANT | $584,169 |
JRF PURPOSE: THE HOMESTEAD PARK | $436,074 |
HERIOT-WATT UNIVERSITY PURPOSE: FAIR WAY SCOTLAND (HOMELESSNESS AND DESTITUTION) | $404,255 |
INSTITUTE FOR FISCAL STUDIES PURPOSE: LIVING STANDARDS, POVERTY AND INEQUALITY 2021 - 2023 | $320,758 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
United Israel Appeal Of Canada Inc | $41,748,744 | $42,397,130 |
Nuffield Foundation | $751,340,789 | $8,543,447 |
Shell Foundation | $694,036,776 | $58,431,899 |
Joseph Rowntree Foundation | $422,657,604 | $8,163,690 |
Jgive-Friends Of Asor Fund Usa Inc | $3,714,986 | $11,909,625 |
Croucher Foundation | $269,521,861 | $18,069,736 |
Friends Of Mcmaster Incorporated | $3,409,342 | $8,608,370 |
Donner Canadian Foundation | $109,552,134 | $11,529,289 |